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Issue 17.6 of the Review for Religious, 1958. ; A. M. D. G. Review Religious NOVEMBER 15, 1958 Plus Xll: St:at:es ot: Pert:ecfion . John Carroll I~ut:rell .! Current Spiritual Writing . Thomas G. O'Callaghan Preliminary t:o Adapt:at:ion . Sister Maria The General Chapt:er . Joseph F:. G~llen Book Reviews Questions and Answers Index t:or 1958 Roman Documents about: Mary and World Needs Catholic. Workers Spiritual Assistanc~ [or Soldiers VOLUME 17 NUMBER 6 REVIEW FOR RELIGIOUS VOLUME 17 NOVEMBER, 1958 NUMBER 6 .CONTENTS PIUS XII (1939-1958) AND THE STATES OF PERFECTION-- John Carroll Futrell, S.J . 321 OUR CONTRIBUTORS . 325 CURRENT SPIRITUAL WRITING-- Thomas G. O'Callaghan, S.J . 326 SUMMER-SESSION ANNOUNCEMENTS . 338 PRELIMINARY TO ADAPTATION Sister Maria . 339 MEDICO-MORAL PROBLEMS . 350 SURVEY OF ROMAN DOCUMENTS~R. F. Smith, S.J . 351 THE GENERAL CHAPTER--Joseph F. Gallen, S.J . 358 BOOK REVIEWS AND ANNOUNCEMENTS: Editor: Bernard A. Hausmann, S.J. West Baden College West Baden Springs, Indiana . 370 QUESTIONS AND ANSWERS: 35. The Right to Refuse an Elective Office . 380 36. Limits of Extension of Hands at Mass . 381 37. Manner of Receiving Communion . 381 INDEX FOR VOLUME 17 . 382 REVIEW FOR RELIGIOUS, November, 1958. Vol. 17, No. 6. Published bi-monthly by The Queen's Work, 3115 South Grand Blvd., St. Louis 18, Mo. Edited by the Jesuit Fathers of St. Mary's College, St. Marys, Kansas, with ecclesiastical approval. Second class mail privilege authorized at St. Louis, Mo. Editorial Board: Augustine G. Ellard, S.J.; Gerald Kelly, S.J.; R. F. Smith, S.J.; and Henry Willmering, S.J. Literary Editor: Robert F. Weiss, S.J. Copyright, 1958, 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. Please send all renewals and new subscriptions to: Review for Religious, 31|5 South Grand Boulevard. St. Louis 18o Missouri, Plus Xll (1939-1958) and t:he t:a!:es ot: Perl:ect:ion John Carroll Futrell, S,J. THE DEATH of Pope Pius XII was a great loss for the whole world and for men and women in every walk of life. Successor of St. Peter and hence divinely guided teacher of religious truths, he spoke out dearly on topical dog-matic and moral questior~s. "Pope of Peace," he appealed to people everywhere to practice the justice and self-control essential to the establishment of a harmonious world ordbr. To the faithful he was ever a father, the gentle Vicar of Christ who gave a radiant example of personal holiness and a true reflection of his divine Master. Nevertheless, perhaps it is the men and women dedicated to God in states of perfection who feel most indebted to this great pontiff and who most deeply mourn his passing. For he understood the special difficulties and problems of those endeavoring to carry out the duties oi: the states perfection in the modern world, and the acts of his pontificate are a lasting monument to this understanding. It is the purpose of this article to give a summary of the major contributions of this great pope to the welfare of the Church's states of perfection. Sacred Virginity To all the men and women who have embraced the evan-gelical counsels this Holy Father, who was called the Pastor /lngelicus, gave a new charter of praise and a ringing affirmation of their choice of vocation in his magnificent encyclical Sacra Virginitas, issued on March 25, 1954. Meeting current exag-gerated claims of the primacy of the married state, the Pope explained and lauded consecrated virginity freely elected for the love of Christ. Granting .that holiness can be attained without virginity, the Pontiff nevertheless showed the greater excellence of this state of exclusively divine love. He recalled to religious 321 JOHN CARROLL FUTRELL Review for Religious the necessary means and cautions to preserve chastity and recom-mended better presentation of the ideal of the celibate state to youth and greater support for it by Catholic parents so that vocations might flourish. Secular Institutes During the first decades of the twentieth century, fervent men and women in the world manifested a desire to lead lives of religious perfection while remaining in the world. Many of them took private vows to keep the evangelical counsels and dedicated themselves to apostolic activities within their secular environment. The canonical status of these men and women was obscure, and many tradition-minded ecclesiastics felt that they should be compelled to join approved associations of the faithful. In his apostolic constitution Provida Mater Ecclesia of February 2, 1947, Pope Pius XII gave these groups of men and women formal canonical recognition as secular insti-tutes and laid down laws to govern them. To facilitate the natural development of these institutes, the Holy Father left these laws in very 'broad outline. The members of secular institutes are not religious, as a general rule" have no com-munity life, take no public vows, and usually do not wear distinctive garb. But as the Pope made clear in a motu l~ro/~rio on March 12, 1948, and again in a talk to the International Congress on States of Religious Perfection on December 9, 1957, the secular institutes lack nothing of the elements con-stitutive of Christian perfection; they have their own nature and form, and their members need not join other associations of the faithful. The Training of Religious The late Holy Father, himself a man of extraordinary intellectual attainments and broad cultural and scientific inter-ests, was deeply convinced that religious priests and teaching sisters and brothers should receive an education which would fit them for the needs of the times. In his exhortation Menti nostrae of September 23, 1950, Pope Pius insisted upon the 322 November, 1958 Pius XII AND STATES OF PERFECTION importance of adequate seminary training and continual intel-lectual pursuits for the promotion of priestly sanctity. Six years later he fully developed this ideal of clerical training in the apostolic constitution Sedes Sapientiae, which laid down principles and statutes to govern the formation of religious candidates for the priesthood. The Pontiff insisted that the religious priest must be the perfect man in Christ Jesus, broadly cultured, intellectually the equal of men in ~he world, and equipped to refute modern errors and meet modern needs. Special note was taken of the necessity for a graduated train-ing in p.astoral technique which should culminate in a year's apprenticeship under experienced guides. In June of 1958 a Pontifical Institute of Pastoral Work was established in Rome to foster the pastoral development of priests, with courses aimed at practical work and at the preparation of seminary instructors. Nor was it only religious priests who were the object of Pius XII's concern. At the First International Conference of Teaching Sisters at Rome in. September, 1951, the Holy Father exhorted the sisters to prepare themselves well for the apostolate of education. The extent of the pontiff's solicitude for this preparation, especially for the teaching of Christian 'doctrine, was strikingly manifested on February 11, 1956, when he erected the pontifical institute Regina MunJi~ for the intellectual training of women in states of perfection. The Pope also recognized the importance of special training for mistresses of postulants, novices, and young religious; and by" a decree of the Sacred Congregation of Religious in March, 1957, he established the school Mater Dibi;~e G.i~ati~e at Rome to offer a three-year course in such training. Teaching brothers were greatly encouraged by an apos-tolic letter of March 31, 1954, wherein the Holy Father affirmed that the brothers are religious in. the full .sense of canon law, possessing a divine vocation approved and pro-tected by the Church to engage in the apostolate of education. 323 JOHN CARROLL FUTRELL Review for Religiot~s This includes a mandate to teach Christian doctrine within the limits prescribed by canon law. In July, 1957, a decree of the Sacred Congregation of Religious erected the pontifical institute JeSlCS ~Iagisler with a program of training to pro-mote the self-sanctification of the brothers and to better pre-pare them to lead their students to Christian truth and virtue. Contemplative Nuns Sponsa Christi, the apostolic constitution of November 21, 1950, on the vocation of contemplative nuns, marked a milestone in the understanding of the place of this high state of perfection in the modern world. The Pope laid down general statutes governing solemn vows, gave a preliminary clarification of major and minor papal cloister, and reaf~rmed the essentially monastic and autonomous character of the indi-vidual houses. Nonetheless, he strongly urged the organiza-tion of federations of monasteries for the fostering of religious spirit and the alleviation of economic problems and suggested limited apostolic activity even to strictly cloistered groups. Later, in March, 1956, the Pontiff promulgated definitive legislation regarding the cloister of nuns. One of the last acts of the life of Plus XII was a beautiful allocution to contemplative nuns delivered over the radio in July and August, 1958. The Pope urged the nuns to know and love their contemplative life. He exhorted superiors to plan carefully the formation of young religious in the contemplative life and warned that this formation must be adapted to modern girls. Finally he taught once again that certain types of apostolic activity such as the education of the young, retreats for women, and works of charity toward the sick and the poor are compatible with the essence of the contemplative life, provided the interior striving for union with God continues uninterrupted. New Things and Old Perhaps the most constant desire of Pope Plus XII for the states of perfection was that they would return to the fervent spirit of their founders and at the same time adapt 324" Novc~bcr, 1958 Pius XII AND STATES OF PERFECTION their customs and practices to contemporary ~circumstances. In allocutions and letters from 1939 to 1958 he stressed the need for this accommodation to modern needs and for the simultaneous deepening of the original spirit of each institute. Speaking to the First General Congress on States of Perfection, Decem-ber 8, 1950, he exhorted modern religious to imitate their founders in examining the beliefs, convictions, and conduct of their own contemporaries, adopting .those elements which are good and proper; and he warned that without this adaptation they would never be able to enlighten and guide the men of their own time. Speaking to the First International Congress of Teaching Sisters, September, 1951, and again to superiors general of institutes of religious women, September, 1952, Pope Pius specifically suggested accommodation of religious habits, manner of life, and asceticism to modern needs in order to stop the alarming decrease of vocations by removing the barriers set up by stubborn adherence to usages meaningful in another cultural situation but now empty formalism. Finally, in February of 1958 the Holy Father spoke to superiors gen-eral of religious orders and congregations of the ever-present necessity of drawing upon the spirit of the founders of each institute. Nov~? el ve/er~--this was his constant theme. Religi-ous must learn to live in their own world and in their own time with all the fervor of their founders. These, then, were the major contributions of Pope Pius XII to the states of perfection. He has left a rich legacy to the members of these states, and his memory will live on in their faithful following of his directives. OUR CONTRIBUTORS JOHN CARROLL FUTRELL is completing his theological studies at St. Mary's College, St. Marys,. Kansas. THOMAS G. O'CAL-LAGHAN is professor of ascetical and mystical theology at Weston College, Weston 93, Massachusetts. SISTER MARIA is a Sister of the Humility of Mary, whose teaching field is Spanish language and litera-ture. R. F. SMITH is a member of the faculty of St. Mary's College, St. Marys, Kansas. JOSEPH F. GALLEN is professor of canon law at Woodstock College, Woodstock, Maryland. 325 Current: Spiri!:ual Writing Thomas ~o. O'Callaghan, S.J. Charles de Foucauld CHARLES DE FOUCAULD (1858-1916) has certainly been one of the most impressive and striking figures the Church in the last half century. After a worldly life as a French army officer, he was converted to a sincere Christian life. Shortly i~fterwards he entered the Trappists. After seven years of a dedicated Trappist life, he felt himself called to a still more literal imitation of Jesus. Especially did he desire to live the. life of a poor workingman in imitation of our Lord's. hidder~ life at Nazareth. This led him ultimately to the desert, to the life of a poor priest, a wanderer, sharing the life of the poorest nomad tribes. But P~re de Foucauld was a wanderer burning with a love of Jesus whom he desired to bring to these people in a silent way, through his loving and kind friendship. Just as Christ Himself did during His hidden years .at Nazareth, P~re de Foucauld desired to preach the gospel in siler~ce, to reveal to others in a silent way something of Christ. Although he had hoped to found a religious congregation --he wrote two different Rules for one--before his plans could be fulfilled, he was murdered by Touaregs in the Hoggar desert. In fact, it was not until ten years after his death that his first disciples, attracted by the example of his totally evan-gelical life, began to gather. Since 1933 three different con-gregations have been founded--the Congregation of Little Brothers of Jesus and two congregations of sisters; and today these three count more than nine hundred religious. What is characteristic of the spirituality of P~re de Fou-cauld and his followers? This has been answered in a most 326 CURRENT SPIRITUAL WRITING " interesting article by R. Voillaume, the Prior General ot~ the Little Brothers of Jesus.1 The Little Brothers of Jesus--the same is true of the Sisters--have three dominant characteristics. The first is their poverty. P~re de Foucauld could not, as he said, "conceive of loving Jesus without a constraining need of imitation or without, the sharing of each cross" (p.~ 29"2). He pictured Christ and the Holy Family as quite poor, working hard among the poor inhabitants of Nazareth. That was the life which he wanted, toil and poverty; he wanted to be socially a poor man and to be treated as such, and he did not want to .be given the social rank usually accorded to priests and religious. His love of Christ dictated "a need to imitate Jesus, to live as Jesus lived at Nazareth, sharing ~he life, the circumstances, the burden of the worker and the other poor" (p. 294). The second characteristic is adoration of the Blessed Sacrament. In each fraternity there is a chapel, and usually at the end of each day the Blessed Sacrament is ex16osed for adoration. The Little Brothers offer "their lives of work and poverty every day, in order to save their brothers in union with Jesus' own offering in the Eucharist" (p. 294). Because their .chapels are so frequently situated in the midst of the masses of the p~ople, the brothers are able~to combine their contemplation with their "presence to men" (one of their favorite expressions). Could they not live this life of poverty and adoration in a monastery, as so many other religious do? No; P~re de Foucauld felt forced to go to the poor, to bring Christ to them, more through hisway of living than by preaching. This is their third characteristic: "a silent apostolate through their mere presence in a very simple, unobtrusive and fraternal kind of friendship, an apostlolate meant more particularly for the more abandoned strata of society" (p. 292). It means z"P~re de Foucauld and His Fraternities," Blackfriars, XXXIX (1958), 290-99. 327 THOMAS G. O'CALLAGHAN Review for Religious making oneself a little brother to others, loving men for their own sake, as God would, and thus helping others to discover something of the love which Christ has for them. In this way they prepare hearts to receive the Gospel, or to under-stand it better. This article is most enlightening. Those who might desire a fuller account of the spirituality of the Little Brothers of Jesus will find it in Father Voillaume's very interesting and excellent book, Seeds of the Desert. Lourdes Since this is the centennial of the apparitions of the Blessed Virgin at Lourdes, there have appeared during the year a few books and numerous articles on the young girl who was favored with those apparitions, St. Bernadette. Of all the articles on this charming young saint, certainly one of the most delightful was written bp Father James Brodrick, s.J., undoubtedly one of the most polished of modern hagi-ographers, z Bernadette, who was canonized twenty-five years ago, is rather an extraordinary saint, precisely because in so many ways she was so ordinary. Yet perhaps it is her very ordi-nariness which is her great charm. Apart from the apparitions themselves, her life was quite simple. She neither said nor wrote anything profound or sublime; she was not known for remarkable penances; she had not followers or disciples, nor was she marked by an outstanding zeal for souls; she really did nothing very uncommon. Yet she was truly a saint, pos-sessing, as Father Brodrick claims along with Dr. Rend Lau-rentin, a "sanctity free of accessories and reduced to its essence, the sanctity without human grandeur or accidental charms, which was that of the Holy Family at Nazareth" (p. 271). If one gazes through the spontaneous simplicity and un-starched charm of this young girl, the clear signs of heroic z"St. Bernadette," T/~e Mont/s, XIX (1958), 271-82. 328 November, 1958 CURRENT SPIRITUAL WRITING virtue are clearly discernible. One of these signs_ was the constancy of her witness, her quiet tenacity in holding to the simple and unadorned truth in the face oi~ the ~l~reats and menaces, the coaxing and flattery, of both ecclesiastical and civil authorities. Even when she was threatened With prison by the commissioner of police, she gave simply and bravely her now famous answer: "So much the better. I shall be less expense to my father, and while I am in prison you will come and teach me the catechism." (p. 278) Regardless as to how people tried to cajole and inveigle her into telling the three secrets which .the Virgin had asked her to keep, she never weakened. This calm and quiet constancy of her wit-ness reveals the great strength of grace in her soul. Another clear indication of her heroic virtue was her humble thirst to be forgotten. She shunned attention, found the veneration shown her a bore. Although invited and en-couraged to attend, she even stayed away from the solemn consecration of the basilica at Lourdes in July, 1876, lest she be recognized and attract attention. So humble was her con-tinual way of acting that Father Herbert Thurston, S.J., surmised that one of her three secrets was "a pact with the Blessed Virgin never under any circumstances to try to draw to herself the attention of the world . . ." (p. 281) . Bernadette is truly a charming saint, and this article is a delightful portrait of her unself-conscious sanctity. The celebration of the centenary of the apparitions of the immaculate Virgin to Bernadette at Lourdes is an occasion for asking what role these, as well as other apparitions of our Lady, play in the life of the Church, and what attitude Cath-olics should have toward them. These important questions are answere.d very satisfactorily by Father DeLetter, S.J.3 The first~ thing which strikes one about the attitude of the Church towards these apparitions is her prudent caution; she avoids the extremes of either unenlightened enthusiasm "The Meaning of Lourdes," The Clergy MonHHy, XXII (1958), 3-16. 329 THOMAS G. 0'CALLAGHAN Review for Religious or skeptical scorn. She does 'not distrust God, but she knows very well from experience that man can be mistaken and that the devil can deceive even saintly men. Before she gives her approval to apparitions, therefore, she prudently demands a thorough and painstaking examination of the evidence. If, upon examination, she finds sufficient historical evidence for the authenticity of the apparitions, then she gives, her approval. But what does this approval mean? "Everything con-sidered, an ecclesiastical approval of a divine communication implies the three following statements: First, that it comprises nothing contrary to the faith or to morality. Secondly, that it may be made known in publications. Thirdly, that ~he faith-ful are given explicit permission to believe it with caution." (pp. 5-6) (It is a question here of human belief, not ot~ divine faith.) What role do these apparitions and the private revela-tions connected with them play in the life Of the Church? Father DeLetter, in answer to this question, states and develops the theology of these apparitions under five headings: 1) These apparitions are signs of the divine presence and action of Christ in the Church today. 2) These divine interventions have an apologetic value in both strengthening the faith of believers and inviting non-believers to accept the faith. 3) While not changing or increasing the deposit of faith, these divine interventions do have doctrinal significance. They are signs, drawing attention to some element of the Catholic faith which is an answer to the particular needs of the times, e.g. a call to prayer and penance. 4) Many of these apparitions of our Lady, such as Lourdes and Fatima, help to make us more aware during this Marian age of the role which the Blessed Mother plays in ~he economy of the Redemption. 5) "Lourdes in particular came as a heavenly confirmation of the definition of the Immaculate Conception . . ." (p. 9). This article, if carefully read, will be very profitable for all, since the place of apparitions in the life "of the Church 330 November, 1958 CURRENT SPIRITUAL WRITING and the attitude which Catholics should have towaid them is often not well understood. Especially, however, will it be helpful to the extremists who are either overenthusiastic about apparitions or superiorly scornful of all that "mystical and pietistic nonsense." Liturgy and Scripture Father Balthazar Fischer, a professor of liturgy at Trier, Germany, and a member of the commission which drew up the German Ritual, delivered at St. Patrick's College, Maynooth, Ireland, a lecture on Christian psalm-praying. The lecture was printed in The Furrow.4 What he primarily discussed was: first, a fundamental presupposition for praying the psalms in a Christian way, that is, how to give the psalms a Christological meaning; second, the four basic attitudes of soul one should have in praying, the psalms. Concerning the first point, he wrote: Th'ey [the people of the early Church and of the Middle Ages] had two ways of finding this Christological meaning in the Psalter. Sometimes .they saw Christ as the one who prayed the psalms, the Just One /~ar excellence: and so they joined Him in praying to the Father: Psalmus vox Ecclesiae cu'm Christo ad Patrem. This was the way that St. Augustine loved so much. The other way was not to look upon Christ as the one who prays the psalms but as the God of the psalms, and so address them directly to Him: Psalmus vox Ecclesiae ad Christum. This was the way which St. Benedict seems to have pre-ferred, and a way which was also known to St. Augustine and his predecessors in the Christian interpretation of the psalms as ~ar back as the second century. (p. 68) . If we use this double principle in praying the psalms, either praying them with Christ to the. Father, or, perhaps what is the simpler way, directing them to Christ, we will have the consoling experience of having the Psalter, as Newman said, "breathe Christ." The greater part of the article, however, is a development oi~ the four fundamental dispositions which are necessary for a fruitful praying of the psalms. The psalms must be sung 4"Praying the Psalms," IX (1958), 67-78. 331 THOMAS G. O'CALLAGHAN Review for Religiot~s in a spirit of tranquillity, humility, childlikeness, and joyful-ness. "These four principles are valid for all praying; but they are valid in a special m~nner for him for whom the Psalter has become a Christian prayerbook" (p. 69). Those interested in the liturgy and Scripture will find some very interesting matter in an article by Paul Doncoeur, S.J., "Bible and Liturgy: Fruitful Tension.":' The liturgical and scriptural movements have both developed noticeably during the last few decades. Although in many ways they have developed independently, nevertheless, because each was correctly orientated from the beginning, they have converged. The liturgy has been most clearly enriched by scriptural studies; and it is becoming more and more evident that Scripture can receive new meaning from the liturgy. Each has helped and strengthened the other. Inversely, however, if the biblical movement should ever try to propose to the faithful subtle exegesis in place of the substantial word of God--which has happened to some degree in the past--then Scripture would never nourish the interior life as it should. But also, if the liturgy should ever be emptied of the substance of the Scriptures, then it would relapse into sentimental devotions. An important point for liturgists not to forget, says Father Doncoeur, quoting Louis Bouyer, is that " the first requirement for a liturgical movement that will lead to an authentic revival of the Church's true piety is never to bring liturgy back to the peopl~ with-out, at the same time, giving them greater access to the Bible" (p. 97). . . Father David M. Stanley, S.J., who teaches Sacred Scripture at Toronto and is one of the outstanding New Testament scholars in North America, has been, esp.ecially during the past year or two, a very frequent con'tributor to Worship. One of his recent ai'ticles was on the meaning of the wedding feast at Cana.~ :' Worshil~, XXXII (1958), 89-100. ~"Cana as Epiphany," XXXII {1958), 83-89. 332 November, 1958 CURRENT SPIRITUAL WRITING The wedding feast ,at Cana was one of the three principal epiphanies of Christ. Our Lord's baptism was His epiphany as the Christ, the awaited Messias; the Magi story was His epiphany as universal King, even of the pagan nations; Cana was His epiphany as God's incarnate son on earth, and therefore as Mary's son. What role does Christ give to His Mother at Cana? Our Lord's reply ("What wouldst thou have me to do, woman? My hour has not yet come") to His Mother's request for help ("They have no wine") indicates something of the part which Mary is to play in the redemptive work of her son. The interpretation of our Lord's answer has always been difficult for those not familiar with the Semitic idiom. But, according to Father Stanley, what our Lord tells His Mother is that here and now ". He must act independently and without her help. However, when the 'hour' par excellence, the crisis upon Calvary, arrives, she will play her part . In that supreme moment, the Mother of Jesus will collaborate in the final struggle with Satan and share the victory over evil." {pp. 86-87) Our Lord, then, by His answer, predicted implicitly--as the article shows in greater detail--Mary's role as co-redemptrix and her future motherhood of all His disciples. ~ St. John of the Cross There appeared in a recent issue of Spiritual. Life an article outlining the spiritual teaching of St. John of the Cross.7 Among the points of St. John's doctrine which the author touched upon, there was one which usually is not sufficiently stressed: the Christocentric character of the saint's teachings. In the teaching of St. John of-the Cross, spiritual per-fection consists in the complete and perfect union of love between God and the soul, that is, in transforming union. It is to this perfect union that he is always directing a soul, and it is on .this union that his whole spiritual teaching con- 7 Paul of the Cross, OoC.D., "St. John of the Cross," IV (1958), 47-61. 333 THOMAS G. 0'CALLAGHAN Review for Religioz~s verges. He calls this union spiritual marriage. But in this union who is the bridegroom to whom the soul is ,united? It is Christ. In the doctrine of St. John it is the Incarnate Word who is the spouse of.the soul. St. John's notion of perfection, therefore, has a Christocentric character. John here is speaking of Christ as .God, it is true; but it is still Christ. Christ as man, or the humanity of Christ, also has a very dear and definite place in the doctrine of the Carmelite saint. Briefly, the way to transforming union is by the perfect imita-tion of the humanity of Christ ,out ;of love for Christ. The perfect imitation of Christ as man, espedidlly Christ crucified, leads to perfect union with Christ as God. Even when St. John is directing souls into a prayer of obscure contemplation, he does not teach them to abandon the humanity cote Christ as they put aside their discursive meditation. Although it is true that the soul's gaze may be centered more .directly on Christ's di¢inity, it is still going out to the whole Christ, to the Incarnate Word. So also, when the contemplative soul is loving Christ, it is not the divinity alone which it loves, but the God-man, the Incarnate Word, the whole Christ. For St. John of the Cross, Christ truly holds a central place. He is the way according to His humanity, and the end in His divinity. For St. John, as we just mentioned, spiritual perfection consists in union with God. This union of the soul with God comes to pass, he says, ". . when the two wills--namely that of the soul and that of God--are conformed together in one, and there is naught in the one that is repugnant to the other.' '~ Can a total consecration to the Blessed Mother be har-monized with such a concept of the spiritual life? It certainly s .'Isrg'Zll" of llloltt~! (:~lrttlrl, II, ch. V, 3 (translated by" E. Allison Peers: West-minster: Newman,~1945, I, 80). 334 November, 1958 CURRENT SPIRITUAL WRITING can, says Father William G. Most.'~ In explaining how this may be done, he suggests a point which is ~)ell worth consideration and reflection. The will of Mary is always in perfect unisor~ with the will of 'God. To conform one's will to the will of GOd then is objectively to conform it also to the will of the Blessed Mother. If one stressed more consciously this latter aspect, the Blessed Mother couli:l easily be given the all-pervasive role in the spiritual life which she deserves. One would then be able to live a life not only of conformity to the will of God, but also at the same time of conformity with the will of the Blessed Mother. New Date for the Last Supper The date of the Last Supper has always proposed a serious problem for Scripture scholars. The problem consists mainly in reconciling St. John's Gospel with the Synoptic evangelists. In their attempted solutions scholars have usually placed the Last Supper on Thursday. But this leaves some serious difficulties still unsolved. The most recent and satisfying solution to the problem has been that proposedby Miss A. Jaubert' of Paris. Accord-ing to her the Last Supper took place, not on Thursday, but on Tuesday. If this theory is accepted, then obbiously the chronology of the events of o'ur Lord's Passion will have to be revised. Miss Jaubert's theory, together with her revised chronology of the Passion, has been neatly summarized in a recent article by George W. MacRae, S.J.1° Beginning with the Saturday before Good Friday, this would be the order of the events of the Passion. Saturday: In the even~ing Jesus is anointed during supper at Lazarus' home in Bethany. Sunday: Christ makes His triumphal entry into Jerusalem. During the day Judas first approaches the chief priests about betraying our Lord. Later that day Christ returns to ~)"Consecration to Mary," S/,iritual~Life, IV (1958); 108-17. New Date for the Last Supper," /Imerican Ecclesiastical Re*sie~, CXXXVIII (1958), 294-302. 335 THOMAS G. 0'CALLAGHAN Review for Religious Bethany to pass the night there. Monday: Jesus leaves Bethany and curses the fig tree. Tuesday: In the morning, after spending another night outside the city, ~he apostles notice the withered fig tree as they pass by. Later they ask Christ where He wants to celebrate the passover, and in the evening the Last Supper takes place. Later that night, after the Agony in the Garden, Christ is arrested and is brought to the house of Annas for interrogation. While this question-ing is going on, out in the courtyard .of Annas the denials of Peter are taking place. Annas then sends Christ bound to Caipha_s and Christ spends the rest of the night there. Wednesday: At daybreak the elders, chief priests, and scribes gather for the first legal trial. After the trial, since the Jewish law forbade rendering the verdict the same day as the trial, Christ passes another night as captive. Thursday: In the morning Christ is condemned by the Sanhedrin. Then He is immediately brought to Pilate who questions Him. It is on this occasion that the chief priests refuse to enter Pilate's court lest they be defiled. Pilate sends Him to Herod, and Herod in turn sends Him back again. Thursday night Christ spends as a prisoner in Pilate's fortress. It is .during this night that the incident of the dream of Pilate's wife occurs. Friday: In the morning Christ appears again before Pilate. Then He is ~courged, condemned, led through the streets, and crucified. ". this chronology of our Lord's Passion appears to do far more justice to the series of events in the Passion itself than does a shorter period of time . There are still difficulties in understanding the Gospel accounts that it does not resolve. But so long as we regard it as a possible explana-tion, while awaiting further confirmation we may find it an aid to a clearer picture of the Passion of our Lord." (p. 302) Priestly Virtues What are the key qualities which Christ demands of His apostle-priests? The basic ones, says Father Spicq, O.P., draw- 336 November, 2958 CURRENT SPIRITUAL WRITING ing his answer from three major scriptural passages, are those of the three theological virtues.11 The fundamental virtue required of an apostle-priest is faith. For it is through faith that he will posses the truths of the kingdom which he must preach to the world; it is faith which brings him into contact with the mysteries of the divine life and the "unfathomable riches of Christ" (Eph 3:8) of which he must be a witness. It is not that his faith is different from that of the faithful; but it must have the solidity of rock. It must give him those qualities of steadfastness and stability which are needed in a man who has been chosen to bear witness and to preach. His life must be rooted deeply in the solid truth of firm faith. In the mission given him by Christ, the priest knows that without Christ he can do nothing, but that with Christ he can do all things. In the Lord, then, he must hope.The Lord has spoken to him: ". take courage; I haveover-come the world" (John 16:33). So the priest must place his unshakable confidence and hope in the triumph won by Christ. To receive, however, from "Christ the strength and help which he needs, the priest must also pray. He is not exempted from prayer merely because he hopes in the Lord. Prayer is an integral part of his vocation. "A man of flesh and blood can do divine work only with this effective means [of prayer], by harnessing God's own power to the task" (p. 14). Prayer, therefore, must also be joined to firm hope, if the priest is to be a true apostole of Christ. In a priest's life, even more central than faith and hope, there must be love. The priest must surrender his whole heart to Christ, both to the person of Christ and the work I, "Priestly Virtues in the New Testament," Seril~t',*re, X (1958}, I0-16. The second installment of this article appears in the July issue, pp. 84-93; and in it Father Spicq treats of some of the other priestly vit:tues: compassion, fidelity, prudence, purity, etc. 337 THOMAS G. 0'CALLAGHAN ,9~ ~Chris.t, the ,salvation of souls. "The heart of the priest, l~cked in t, heo'embrace of Christ's love (2 Cor. 5:14), will therefore love souls as Christ loves them and because he loves them (John 15:12)" (p. 15). For a priest, however, this l~ve of souls will mean.the humble service of souls. Such was the life and love of Christi such must also be the life and love of the priest. SUMMER-SESSION ANNOUNCEMENTS For many years we have been publishing announcements of summer sessions. Our purpose in doing this is to help our readers to know where they may attend courses or institutes of special pertinence .to religious. Directors and deans of summer sessions who wish to avail themselves of this service should carefully observe the following points: 1} Only courses of special pertinence to religious should be listed. The 2le) nTghthe aonf nthoiusn pcaermagernatp shh oisu ilrdr eblee vliamnti,t epdr otov iad esdin igt lceo pnatraaingsra opnhl.y matters of special pertinence to religious. 3) The paragraph should be triple-spaced and prepared in such a manner that it can be sent to the printers without re-typing or editing. 4) There should be a reasonable minimum of capital letters, and no words should be typed entirely in capital letters. 5) The dates of the summer sessions or institutes should be clearly specified. 6} The best time for publishing these announcements is our March number. The deadline for this number is January 5. The next-best time is the May number. The deadline for this number is March 1. 7) The announcement should be addressed to our editorial office, g~vfEw FOR RI'HAGIOUS, St. Mary's College, St. Marys, Kansas. By way of postscript we should like to call attention to a note that we found it necessary, to publish in March, 1957. There we stated that most deans who had sent in announcements had either completely or partially ignored our specifications. One reason for this may be that the deans themselves (especially if they are not priests or religious) do not read this REv1~\v. We therefore urge that some member of the community show the summer-school dean this announcement; 338 Preliminary t:o Adap!:a!:ion DURING THE PAST decade religious have been urged to consider how their mode of life might be adapted to meet the specific needs of our times. Here in the United States various groups ha(,e been working to effect the adapta-tion and renovation of religious life which the Church has rec-ommended. The I~EvlI~\~ FOR I,tELIGIOUS, one of those deeply inter-ested in fostering needed changes, has, in many issues, made available to its readers papal and ecclesiastical statements about adaptation and renovation. "Roman Congregations and the Religious Life," a collection of statements of Roman congrega. tions, dignitaries, and officials of the Holy See, made by Joseph F. Gallen, S.J. (November 15, 1956, pp. 309-27)~. points to the need for studying the spirit and mind of the founders as a first step toward reform and intensification of religious life. Articles and commentaries in the I~EVIE\V have also indi-cated that religious orders ought to study their constitutions, directories, and traditions to determine what directives ,might be eliminated, modified, or changed in order to accomplish more fruitfully during this century the purpose or end of religious life. This article, which diaws heavily from the Acta 'of the Congress of the States of Perfection (Rome, 1950), makes the point that the study of th.e spirit of one's order is a neces-sary preliminary to. adaptation and renovation and suggests some techniques which might be used to arrive at a more exact understanding of this spirit and of the ways by which it can be produced in the members of a given order. 3~9 SISTER MARIA Review for Religious The revision of constitutions ordered by the Sacred Con-gregation of Religious in 1922 did not put an end to consti-tutional modifications. As the most Reverend Arcadio Lar-raona, C.M.F., indicated to the mothers general at a congress in Rome (REVIE\V FOR RELIGIOUS, November 15, 1954, p. 297), "Rome is ready to consider the advisability of [consti-tutional] changes on certain points, provided the individual communities show good reasons for the modification they wish to introduce." In regard to changes of custom, he counsels superiors never to fear to request change because such change might be considered disloyal to community traditions. Modifications of dress and of horarium, elimination of class distinctions within an order, these and other changes of custom and constitutions have been directly urged by the Pope as ways in which religious life can be adapted to better accom-modate those who enter religious life and those among and with whom the religious labor. These needed changes in non-essential elements must be made with care in order not to destroy that which makes an order a distinct entity: its spirit. The number of distinct orders, institutes, congregations, and other religious groups in existence today gives evidence of the variety of ways in which the Holy Spirit expresses Himself in different places and at different times according to the needs of the Church. Each order does have a characteristic spirit, peculiar to its work and its specific virtues. I. Van Houtryve, O.S.B., gives an example of this variety among religious orders with the following illustration of the different approaches orders make to asceticism: St. Benedict sees asceticism from the angle of humility; and he is, in the Church, the legislator of filial obedience; daughter of humility. St. Francis sees it all from. the point of view of poverty . St. Dominic borrows from monastic life fasts and abstinences, the hard bed and silence--but all these practices are seen as reparation, sus-tenance, and food for the contemplative life; and they are ordered to the apostolic life . Most modern congregations devoted to 340 November, 1958 PRELIMINARY TO ADAPTATION action owe to St. Ignatius the spirit of their work--the interior strug-gle, sacrifice, and the need to give the apostolate its only possible solid base: abnegation and the carrying of the cross. (Acta. p. 463-64) Many similar contrasts of religious groups might be drawn in order to make evident the way in ~vhich one differs from another. Religious orders differ because their functions vary; their unique character stems in part from the particular work to which they are ordained: the divine liturgy, the spiritual works oi: mercy, or the corporal works of mercy. As St. Thomas explains (Summa, II,II, q. 188, a. 1), " . . . religious orders may be differentiated in two ways. l~irst, according to different things to which they may be directed . Secondly, there may be various religious orders according to t~e diversity of prac-tices. ." Even in religious groups dedicated to the same type of work, teaching, for example, one notes marked differences. One religious order may be distinguished from another not by its work but by the specific virtues which are characteristic of its approach to the religious ideal. This religious ideal is our Lord, but as there are hundreds of paintings of Christ--and each different because of the way in which the painter conceived his model--so there are countless ways of striving to imitate this ideal. In an article on the spiritual formation of the educators of religious, Graziano della Madre di Dio, O.C.D., stresses the dual nature of the individual order's approach to the religious ideal: In Jesus the great molders of souls who were the founders of religious orders and institutes found their ideal. How interesting it would be to point out in them, besides the generic element, the characteristics of the personal mode. St. Benedict, St. Francis, St. Dominic, St. Ignatius, St. John of the Cross, St. John Bosco, and many others had an educative-form of their own that was actualized in the highly differentiated formation of their first spiritual disciples. Consequently all educators of religious, studyirig the prototypes of their own religious family, besides the essential exemplary form of Jesus, ought to individuate and to bring out the specific char-acteristics with which every founder of an order or institute approved 341 SISTER MARIA Review for Religio,,s by the Church, and therefore willed by God, has made detailedly more refulgent, varied, and rich the archetype of the Master. (Rio vista de Vita Spirituale, January-March, 1954, p. 37) If there is variety in the work and in the virtues stressed by different orders, then there must also be variety of spirit or personality so that it can be asserted that each religious order has a distinctive spirit which is not the same as that of another order. This spirit--peculiar to a particular order--developed from the thought of the founder about the type of religious group needed to meet the demands of his place, time, and circum-stances. It is well to recall that he was inspired to provide for the needs of his own age, but not for the needs of all periods of history without some adaptation by his order as conditions changed. As Abbot Peter Bassett, O.S.B., explains, Every religious order worthy of this name is born of the coming together of a great religious genius and of a spiritual need of a given time . IThisl fundamental religious intention, valid, no doubt, for all time, found its spiritual efficacy only in incarnating itself in a religious form which responded perfectly to the spiritual needs of the age. And the secret of the continuance of these insti-tutions could not have been and will not be able to be in anything but a fidelity to the spirit which created them, joined to a constant care to remain in contact with the history of the Church among men. (Acta, pp. 128-29) It is fidelity to the spirit of one's order that one must strive to maintain when one attempts to follow papal and ecclesiastic directives to adapt rules and customs to twentieth-century life. One cannot be faithful to the spirit of one's order unless one knows with some degree of certainty what rules, what customs, what aspects of life in a particular order are essential to the development of that order's distinctive spirit. The purpose of this discussion is to focus a~tention on the need for seeking such knowledge about one's own constitutions and customs and to suggest some means of indicating a sturdy of the spirit of one's order. Thet:e is available in Spanish~ a worthwhile discussion of the fidelity which~ a religious superior owes to the founder, . to the 342 November, 1958 PRELIMINARY TO ADAPTATION spirit of the Institute, and to tradition .(Semana de Oracidn y Estudio para Superioras Religiosas, Editorial Oculsa, Madrid, 1950, pp. 76-92). One of the points which Gregorio Mar-tinez de Antonana, C.M.F., the author, makes in his discussion of "The Superior and the Institute" is that superiors in newly formed congregations or institutes ought to consider carefully what it is that constitute~ the spirit of their own order so as not to stifl~ the development of this essential quality by seeking to cultivate the spirit of older orders along with or rather than their own. He urges superiors of these recent foundations to take special care to be docile to inspiration and not to make changes based on their own personal whims in matters and problems of government. Before one can determine what the spirit of one's order is, one must have a clear notion of what. is meant by the term spirit when it is used in reference to a religious order. In a paper given at a French congress for religious sisters, Victor de la Vierge, O.C.D., states that "spirit' is what characterizes and gives" the order its reason fo~ existence." (R~ligi0us. Sisters, Newman Press, pp. 253-54). He points out two aspects, the objective, which is "the divine inspiration the founder crys-tallized into rules which provide for the attainment of the end in view," and the subjective, which is "the Characteristic and un-changing way of thinking, understanding, and willing which tradition allows us to observe in an order as an institution and in the life and teaching of the members who have gon( before." Th~ rules are the first definite statement of the spirit. Living ac,c.ording to the rule produces the spirit. The spirit itself, like any entity, defies definition. One can state what causes th~ spirit to develop and what it in turn effects, but to say what spirit is in itself is difficult. For all practical purposes, one can identify it with the rules. To equip Oneself for more judicious adaptation, one must: search for that in the rule which fosters the development, of the spirit. At times one can observe rather tangibly the effects of the uniqtie spirit 343 Review for Religio.s of an order in the characteristic acts and virtues of individuals in whom the same spirit has been developed through a specific program of formation based on the thought of the founder. In adapting rules, directories, and customs, one must be careful not to destroy that which develops the spirit. As an aid to superiors and councils, Ricardo Lombardi, s.J., indicates a norm of action for adaptation: Let superiors therefore keep two objectives in mind. They must carefully preserve unchanged the essence of their institute, without which it cannot endure--at least as long as some useful reason for its endurance remains. But at the same time they ought to promote a reasonable evolt~tion in those things which do not pertain to the substance of the institute, and which, if stubbornly kept un-changed, will themselves lead to its death. Let us consider now what ard the essential things which can be enumerated in brief summary: 1.) the end or fundamental rea-son for the Institute, 2.) its peculiar spirit which has been praised by" the Church, 3.) all those things which are necessary for attaining the end or preserving the spirit. These features are to be maintained unaltered. Those things which were selected for some peculiar reason or for a certain time and circumstances as more suitable then to attain the end and promote the spirit, are to be subjected to continuous examination, and whenever a real necessity occurs, they can be changed. Indeed they are a means, not an end, and means are to be fitted to an end--certainly the end should not bend to the service of the means. (Acta. p. 117) Our times demand that religious have the courage to make changes in their mode of life. The Pope and the hier-archy have gradually initiated and effected great changes in the liturgy in order to facilitate twentieth-century man's ap-proach to the sacraments. The call for adaptation in religious life aims to enable the religious to achieve greater success in bringing Christ's message to the modern world. To adapt effectively one must know what one is adapting and why and how one is to do it. Adaptation requires knowledge of the unique personality of one's order. To arrive at a greater degree of self-knowledge, one studies what man is, what he can become, and how one man differs from another; and then one judiciously compares this knowl- 344 November, ~58 PRELIMINARY TO ADAPTATIOI~ edge with one's knowledge of self to determine what manner of man one is. In similar fashion those who wish to study the spirit of their order should delve into the historical devel-opment of religious life. To attain a better understanding of the ~'al".~otl ~t'~lre of their own order, they might consider the foundation and growth of various religious orders, the regula-tions the Church has made in regard to religious orders, and the development of the religious ideal up to the present time. Thus they will be able to discern how contemplative, active, and mixed religious orders fit into that "variety which surrounds the Queen." One might begin a review of the foundation and devel-opment of religious orders by examining the four rules, Bene-dict's, Augustine's, Basil's, and Anthony's. Of particular interest would be the one from which one's own rule has evolved. After having considered themeaning ofthe term spirit in its application to a religious order and afthearving surveyed the historical development of religious ordeirns general, one would be ready to proceed to the ktudy of thefoundation and development of one's own order. A study of the growth of one's order implies examination not only of the history of its schools, monasteries, .hospitals, and other ins.titutions; but more important still it implies consideration of the historical devel-opment of the founder's thought as it has been applied, modi-fied, and define'~ through the centuries by superiors, chapters, bishops, and thd Holy See, or even by members of the order who have studied and written about the founder, rule, consti-tutions, patrons, works, virtues, and achievements of the order. Many orders have writings by their founders which are similar to the Interior Spirit of the Religious of the Visitation (Newman Press, 1943). Having such a book at hand, the religious should .e.xamine it to ascertain what is essential and what is not. For exa-Kaple, the Religious of the Visitation might make a profitable study"by determining how they have applied 345 SISTER MARIA Review for Religio~ts and defined the thought of St. Francis de Sales and of' St. Jane Frances de Chantal through the centuries up to the present time. Janet Erskine Stuart has done such an analysis in her pamphlet The Society'-of the Sacred Heart. Her work exempli-fies a step in the historical development of the thought of the founders of her society. Today, perhaps, still another analysis might be made by her society. In such consideration of the historical development of the order and of the thought about the purpose and spirit of the order, what one is striving to learn is what is essential in the rule, in the customs, and in the formation and life of the given religious society. One wishes to discover what must be preserved when making recommended adaptations. .Painstaking research and thought are only preliminary steps. More is required than writing carefully docurrlented histories of the order. Study of the spirit of one's order should mean group discussion, perhaps .by the general chapter, per-haps by the newly appointed superiors, or by all superiors periodically. Such a study might even lead to inter-congre-gational discussi'on on points of rule and implementation of rule, especially bn matters that might concern several orders of similar work or characteristic virtues. The congresses and conferences (Vbcation Institute, Sister Formation gro~lp in th~ NCEA, the Sisters' Institute of Spir-ituality) i~Iready being held annually or moi'e frequently all show the value of inter-congregation discussion on specific topics of common interest. It might prove profitable, for example, for several congregatibns having St. Vincent de Paul as a patron or a founder to analyze together points from his writings that are a common source of inspiration. Perhaps orders dedicated to the Blessed Mother might consider how they each honor her in a particular way. Through such con-ferences of several or of many orders of similar work or ideal, 'it would seem that all might become more aware of how thi~y differ from and are similar to their fellow-congregations. Such 346 Novembe~', !9.58 PRELIMINARY TO ADAPTATION conferences would be of ben.efit if nothing ,more were accom-plished than a renewal of the religious spirit, the renovation which is 'being urged. /,~l.GreaTr and more precise knowledge oi the distinct per-sona tty or one's order should enable the individual order to foster with greater skill, then, the growth of this characteristic spirit by careful adaptation, by renovation through the means peculiar to its own development, and by a program of :forma-tion which would have greater likelihood of achieving its goal because the educators of the young religious would be better informed as to the characteristics they were seeking to cultivate in their students. Over-preoccupation with the spirit of one's own order, however, or over-emphasis on the thought of one's founder can 'give rise to certain evils. Members of an order might de-velop the wrong kind of loyalty to the order and to the founder, They might adhere too closely to the letter of his thought, rather than to the spirit of it. They might even adhere to the thought of the founder when the Church clearly indicates another course of action. An order's growth can be stifled by the "party spirit" which develops by exclusive clinging to the ideal of one's order as if there were only that one approach to the religious ideal. Such procedure keeps the "spirit" locked up in an ivory tower and does not permit it to. profit from the energizing influences that honest contrast with the ideals of other religious orders might give. Such contrast would bring out ever more distinctly the personality peculiar ,to one's order rather than distort it. This undue clinging to one's specific way of life leads to the wrong type of loyalty to one's order. As A. Trape, O.E.A.A. points out: The common good to the love of which, we are dedicated by religious profession is not the good of a monastery or a given order . . but the good of the Body of Christ which is the Church . 347 SISTER MARIA Review for Religion,s Greater unity and cooperation is to be fostered among religious families . The love therefore of one's own religious house or province; since ik has as object a particular good, though one com-mon to many persons, can be immoderate and can stand in the way or retard the more universal affection which is owed to the order or congregation and in this way the strength and unity of an order or congregation can be weakened. In the same way, but indeed in a. stronger sense, love toward one's own order or con-gregation can foster a certain party spirit and detract from the charity by which we are ordered to love the universal Church. {Acta, pp. 248-49) Another aspect of this undue respect for one's own ideal is a narrow holding to the letter of the founder's thought. As Canon Leclerq remarks, "By this fidelity to the letter of the law religious end by doing the reverse of what their founders wish . The happy milan is to be found in great fidelity to the spirit in which the orders were founded, combined with considerable flexibility as regards material forms;, such flexibility will be the product of detachment." (Leclerq, The Religious Vo-cation, pp. 64-66) .~. By applying too rigidly every minor prescription of the constitutions, religious would run ashoal on those difficulties against which the Pope and theologians advise when they rec-ommend adaptation. Religious (particularly superiors, councils, and chapters) ought to develop a habit of standing back and determining the general' principle the founder was applying to his given time and circumstances and then launch bravely forth to apply the same principle to their own times and needs regard-less of whether such application means one more hour of sleep daily than the founder prescribed, an annual vacation, a rather complete change of h oraril~m, or the abandonment of the diet and clothing which the founder thought suited to his century and purpose. Archbishop T. D. Rbberts, S.J., states a truth that the religious of our times must master: " 'Reform' is not heresy even when it faces boldly up to the truth that Our Holy Mother Foundress was not given by God to speak the last word of wis- 348 November, lg58 PRELIMINARY TO ADAPTATION dom for all times. Nobody ever was~-not even Our Holy Founder." (Black Popes, p. 40) A third evil to be guarded against in seeking to develop the spirit of one's order would be adherence to the founder's thought when the Church herself commends or even commands modification. Undoubtedly the prescription {after the pro-mulgation of the new Code of Canon Law) that all rules were to be submitted to the Sacred Congregation of Religious for re-examination brought changes in the rules of orders that had been living by those rules for centuries. Some of these modi-fications might not have seemed in line with the thought of the founder of the order, but it is to be remembered that the life of an order flows first from the Church to whom the founder and his followers turned for approval and recognition of what they believed to be inspired by the Holy Spirit. "Our subjection to the Church ought to be so great and of such a kind that we take away nothing from her, and cer-tainly not the owed reverence with which we observe all the holy rules," s,ays Father Lombardi, S.J. For these things, indeed, are rules for us riot because they were written by a certain holy man (because no one can impose rules on us in virtue of the fact that he is holy}; they" have the force of juridical norms and impose an obligation because they derive their force from the approbation of ecclesiastical authority. To this au-thority, then, which is a fountainhead of our obligations and which remains a living thing (whereas the holy founders are dead) we surely owe greater reverence than to any internal constitutions of our institutes. To this authority we should subject ourselves wholly in all things which concern the vow and we should do this according to the same contract by which we subject ourselves to Jesus, king of all saints. And finally, it is from this authority that we ought to look for a renewal, with courageous spirit, of all things which are necessary, when internal power is not strong enough to prev~.il. (Acta, p. 122) When one initiates a study of the spirit of one's order, one ought not fear these evils which spring from a wrong emphasis on the spirit of one's order, The purpose for deter-mining what this spirit is is to facilitate adaptation to the needs of our time and our world conditions. Such adaptation, judi- 349 SISTER MARIA [~iously ran.de according to the mind of the Church, would tend to free the order of the very errors to which the wrong kind of preoccupation about the spirit might lead. There is, indeed, reason today for the study, review, analysis, clarification, and understanding of what is meant by the spirit of one's orde.r: The changes of this century require adaptation and renovation. Out of loyalty to their founders, religious must heed the advice of Arcadius Larraona, C.M.F.: By doing today what they I the .foundersJ would do in our place, what they would do if they were living in our own times, we shall continue their work. They live; they have a right to live in us; and we have the'sacred obligation to carry on their work and to live in their spirit. (Larraona, C.M.F., Religious Community Life in the United States. Proceedings of the Men's Section of the First Na-tional Congress of Religious in the United States, pp. 232-35) By the spirit an" order lives. By careful adaptation and fervent renovation according to the spirit of the o~der, religious groups will meet the needs of oiar times. Such adaptation and renovation can be initiated by thorough study of the distinctive spirit of one's own order. MEDICO-MORAL PROBLEMS The Catholic Hospital Association announces that the series of booklets entitled Medico-Moral Problems, by Gerald Kelly~ s.J., have been revised and are now available in a single volume. The revision entailed dropping obsolete matter (e.g., on the Eucharistic fast), bringing all medical facts and opinions up to date, adding chapters on recently discussed topics (e.g., the use of hypnotism as an anesthetic}, supplying a list of pertinent papal documents, and com-posing a comprehensive index. The new volume--also entitled Medico-Moral Problems--in-cludes most of the moral principles and practical problems with which members of the medical profession, especially those associated with Catholic hospitals, should be familiar. The price is three dollars per copy, with discounts for quantity orders. The book, as well as information about it, can be obtained from: The Catholic Hospital Association, 1438 South Grand Boulevard, St. Louis 4, Missouri. 350 Survey Roman Documents R. F. Smith, S.J. [The following pages will give a summary of the documents which appeared in Acta Apostoiicae Sedis (AAS} during the months of June and July, 1958. Throughout the article all page references will be to the 1958 AAS (v. 50).] The Encyclical Meminisse luvat ON JULY 14, 1958 (AAS, pp. 449-59), the Holy Father issued the first encyclical that he has published during the current calendar year. Recalling that. it has always been his custom, as well as that of his predecesso~rs, to implore the help of the Virgin Mother of God at times when special dangers threaten the Christian people, His Holiness then pointe.d out that such a time or danger exists in the world today. For, as he remarked, we are living at a time when latent discord among the peoples o~ the earth holds the entire world in the grip of anxiety; and the tension is only increased by the fact that men have now discovered terrible weapons of destruction whicl~ can bring ruin not only to the vanquished but also to the conquerors and even to all of humanity. If, the Vicar of Christ continued, one searches the reasons for this state of affairs, it will be seen that the present situation exists because men have forgotten the authority of God and love for one another. These in turn .have been forgotten because men have ignored the Christian religion which alone teaches the fullness of truth, authentic justice, and divine love. Indeed in large sections of the world the Church is suffering cruel persecution. Bishops have been driven out, Catholic publications have been silenced, schools have been closed, mis-sionaries have been ~xpelled, and above all every attempt has been made to rupture the union of the local churches with the H01y See,0the source of all Catholic uni~y. 351 R. F. SMITH Rcvicw for Religioz~s ~. Just at$hle Pope added, Christians of apostolic times would join together in prayer for their brethren who were being per-secuted, so too today's Christians in Europe and the Far East who have so long endured persec.ution should not be deprived ,~,°f. the help and the prayers of their fellow Christians. Conse-quently the Holy Father asked that prior to the feast of the Assumption a novena be held during which all Catholics of the entire world should plead to God through the Blessed Virgin for the persecuted Christians of ,those regions. To these prayers Christians must also add a reform of life without which their words will never be pleasingto God. In this way, the Holyo Father concluded, Christians of today ivill once more manifest the truth of the words of the Letter to Diognetus: "Christians are in the flesh, but they do not live according to the flesh. They live on earth, but their true citizenship is in heaven. They obey the lairs which are promulgated, but by their way of life they surpass all such laws . " The Consistory of Cardinals In the issues of AAS considered in this survey may b~ found the proceedings (AAS, pp. 393-440) of tl~e first con-sistory of Cardinals held since May, 1954. The first session was a secret consistory held on June 9, 1958. At that session Cardi-nal Tisserant was made Camerario of the College of Cardinals, replacing Cardinal Ottaviani in that position. Two of the Car-dinals, Cardinal Mimmi and Cardinal Costantini, changed their eardinalatial churche~ in Rome. Afterwards the Holy Father published a list of all hierarchical appointments made since the last consistory; the appointments included 2 patriarchs, 123 arch-bishops, 635 bishops, 9 prelates nullius, and 1 abbot nullius. After the reading of these appointments and after His Holiness had confirmed the elections made by the synod of the Chaldean bishops as well as those made by the synod of the .Maronite bishops, the cardinals listened to a report from Cardinal Cicog-nani, Prefect of the Congregation of Rites, concerning the life and miracles of Blessed Charles of Setia and of Blessed ]uana 352 November, 1~58 ROMAN DOCUMENTS Joaquina de Vedruna de Mas. At the conclusion of the report each cardinal was asked to give his opinion on the possibility of canonizing the two blessed. The consistory closed after recently appointed archbishops had sul~mitted their petitions for the pallium. Immediately following the secret consistory, a public con-sistory was held on the same day; this session consisted in further consideration of the causes of the two blessed mentioned above. On June 16, 1958, a semipublic consistory was held. oHere the Holy Father asked the cardinals their considered opinion on the advisability of the canonization of the two blessed already men-tioned. Since all the cardinals favored the canonization of the two, the Pontiff closed the consistory by announcing his inten-tion of canonizing the two blessed on November 23, 1958. ¯ . Four Allocutions and a Message On April 28, 1958 (AAS, pp. 361-64), the Vicar of Christ delivered an allocution to the members of an Italian group interested in caring for orphaned children of the working class. After telling his listeners that the ideas of justice, of respect for each human, person, and of pity for the humble come from the gospel and not from the doctrines of materialism and individ-ualism, the Pope pointed out to his listeners that their work for orphans must be animated by an intense sentiment of charity, for orphans are in greater, need of the warmth of intimacy and goodness than they are of food and clothing; orphanages, he said, must be father, mother, brother, and sister to the orphan. The Pontiff concluded his talk by urging his listeners to continue their work, since already in the beginning of Christianity (James 1:27) it was noted that care for orphans is an important function of the Christian religion. On the Feast of St. Joseph the Worker,. May 1, 1958 (AAS, pp. 365-69), the Holy Father addressed an assembled group of 20,000 Italian workers. At the beginning of his allocution His Holiness thanked God for the happy changes 353 R. F, SMITH Review for Religion, s that have occurred in the world of labor during the last 100 years. A hundred years ago, he remarked, no one would have thought that there would exist in so many nations a working class equal in rights and dignity to the other classes of society. Similarly, too, a hundred years ago no one would have dreamed that one day troops of workers would be gatherdd around the Vicar of~ Christ to celebrate with him the day of labor in a Christian way. The Pope, went on to warn his listeners that whenever and wherever social reform has been attempted without Christ and against Christ, all the real rights and the true liberty of the worker have been lost; for solutions based on materialistic principles neglect that which is best and most important in the worker: his .soul and his eternal destiny. In the second part of his allocution Plus XII encouraged his listeners to continue their support of associations of Cath-o! jc workers, These associations in turn should provide the workers with everything that is necessary to perfect them as men, as workers, and as Christians. Moreover, such associa-tions of Catholic workers should assist their members in times of abnormal circumstances such as sickness. However, the Vicar of Christ concluded, the charity of such associations should not be restricted to their own members; rather it must extend to all men, especially to those other workers who, ~ssailed by a daily propaganda of hatred and violence, are exposed' ~to the danger of lo~sing their sense of human pity and their conception of the humlln race as one family. On May 16, 1958 (AAS, pp. 369-70), the Pope spoke tb the members of the NATO Defense College, expressing his regret ~it ~he stateof the world th~it forces them to teach alert-ness against attacks from other human beings and telling them to continues their work in the confident hope that the day will Come~ when protection and defense can be ensured with a m,mmum of force and~ when truth and justice are the guide p~bstg'-bf 'those who lead the peoples of the world. 35~4 November, 1958 ROMAN DOCUMENTS On May 21, I958 (AAS, pp. 370-73), the Holy Father addressed a group of Italian women engaged in giving spiritual assistance to the members of the armed forces of Italy. In the first part of his allocution, the Pontiff outlined the teaching of the Church with regard to war. The Church, he said, has never accepted the doctrine of those who maintain that power is the 0nly foundation of international relations. War, he said, is not the promoter of the highest masculine qualities nor is it the stimu-lator of fecund initiative, even if at times it is the occasion and catalyst for growth in science and technique. In short, war is not something that the Church regards as licit in every cir-cumstance. Nevertheless, the Church has never taught that war is always reprehensible, for under certain conditions a nation may justly take up arms to defend itself. The struggle between Cain and Abel, the Pontiff con-tinued, marked the beginning of the history of war. Since then the entire~history of mankind has been a history of wa'r, a history which culminates in the present time when war is a conflict between entire peoples and when every physical, mor~l, economic, and industrial force is utilized for the prosecution of war. It is for this reason, he added, that every nation today seeks an army proportioned to its needs, one that lacks nothing from the viewpoint of a strong, ready, and energetic defense of the country. The Pontiff Concluded this 'first'part of his allocution by telling his listeners that Italy too~has ~a right to such an army for defense, even though there is no doubt that Italy sincerely desires peace, In the second part of his .allocution the Pope gives his listeners warm encouragement.to continue their work of giving spiritual assistance to the members of the Italian armed forces, It is true, he admitted, that army life helps physical develop-ment and aids in self-assurance and mat~urity; nevertheless the life also presents many evils and moral dangers, which .may destroy in the soldier the divine life within him. ~Hence, he 355 R. F. SMITH Review for Religious added, one of the prime needs in the army is that of priests who have a profound knowledge of a soldier's life; accordingly chaplains for the armed forces should be chosen from among the best priests and then given every preparation that will train them for their work. In conclusion the Pontiff told his lis-teners that in their work they must take the place of mothers and sisters to the soldiers and pointed out to them the many opporunities they will have to save the faith of many of the soldiers as well as lead others of them into the Church. On June 10, 1958 (AAS, pp. 446-48), the Pontiff sent a written message to a Paris meeting of an international con-gress on family life. In the message he pointed out that a strong civic and social order must be based on a conception of marriage and of the family that is conformable to the order established by God. Consequently he urges the members of the congress to spare, no effort to achieve those conditions of a decent and happy family life in which the exigencies of morality are not sacrificed to the satisfaction of the individual. Other Documents By an Apostolic Constitution dated June 3, 1958 (AAS, pp. 460-64), the Holy Father announced the founding in Rome of a Pontifical Institute of Pastoral Work. The new institute, whose purpose it" is to foster the pastoral develop-ment of the diocesan and regular clergy, will be part of the Pontifical Lateran Institute and will provide two distinct courses of training. The first course, of one year duration, will be intended for the training of the ordinary priest in his future pastoral work; the second course will consist of a two-year program leading to a doctorate in sacred theology; this second course is intended for those who will be future teachers of pastoral theology. Statutes for the new institute are to be published later; the institute was placed by the Pontiff under the patronage of Our Lady, Queen of the .Apostles, and under 356 November, 1958 ROMAN DOCUMENTS that of two popes noted for their zeal tCor pastoral care: St. Gregory the Great and St. Pius X. In another apostolic constitution, this one dated June 10, 1957 (AAS, pp. 345-47), the Holy Father set up an Apostolic Exarchate in England and Wales for Ruthenians of the Byzantine rite living in England. Archbishop Godfrey of Westminster was made exarch of the group. On November 19, 1957 (AAS, pp. 386-88), the Sacred Congregation of Rites approved the introduction of the cause of the Servant of God, Mary Teresa Zonfrilli (1899-1934), professed member of the Congregation of the Daughters of Our Lady of Mount Calvary. On January 7, 1958 (AAS, pp. 388-90), the same congregation gave its approval to the two miracles necessary for the canonization of Blessed Charles of Setia (1613-1670), lay brother of the Order of Friars Minor. On March 28, 1958 (AAS, pp. 486-87), the congre-gation issued the decree that the'canonization of Blessed Charles could be safely proceeded with; under the. same date (AAS, pp. 488-89), it issued a similar decree with regard to the canon-ization of Blessed Juana Joaquina de Vedrur~a de Mas (1783- 1854), widow and foundress of' the Carmelite Sisters of Charity. On November 21, 1957 (AAS, pp. 375-83), the Sacred Congregation of the Consistory issued legisl'ation which hence-forth will govern the Apostolate of the Sea; the group, first approved by Pius XI, was founded in Glasgow to work for the spiritual, moral, and social welfare of maritime personnel. On January 23, 1958 (AAS, pp. 480-83), the same congregation issued a decree establishing a military vicariate in the Dominican Republic. A later decree of the congregation dated February 11, 1958 (AAS, p. 483), appointed Archbishop Pittini as the military vicar of the republic. 357 The ener l Ch p!:er ,Joseph I=. G~llen, ~.d. QUESTIONS AND CASES are frequently received on the general chapter. A complete article on this matter would be of prohibitive length. It would also be excessively de-tailed and technical. We believe that the practical purpose of such an article will be better attained by presenting the matter under the form of questions and cases. The following ques-tions are the third and last part of a series. VII. Counting Ballots 33. There were twenty-nine valid votes on the first balloting for the election of our mother general. Sister A received an absolute majority of fifteen votes and was therefore elected. However, if she voted for herself, her vote was invalid (c. 170), she did not receive an absolute majority, and consequently was not elected. Should we have done any-thing to make sure that she had not voted for herself? An invalid vote does not of itself invalidate an election or a balloting. The invalid votes are simply not counted in any way. An invalid vote does invalidate the election if it is certain that the person would not have attained the required number of votes without the invalid vote (c. 167, § 2). The only invalidating effect that can cause a practical difficulty is a vote for oneself. This difficulty occurs, as in the present case, when the election was decided by only one vote. Some institutes demand that each elector place an identifying symbol, chosen by himself, on his ballot, e. g., a cross, star, name of saint, etc. Another form of the same type obliges the elector to write his own name on~ the ballot or voting ticket, seal it within a fold, place his symbol within another sealed fold, and write his vote within the last sealed, fold. If the present case occurs, the one elected is obliged to identify his vote to the president and tellers to determine whether he voted for himself. In a few institutes, ~a,n added vqte is required when the one elected is a member 358 THEGENERAL CHAPTER of the chapter. Thus Sister A would not have been elected in the present case unless she obtained sixteen votes. Outside of a most fare exception, none of these forms is in use in lay institutes. The elector writes only the name of the person he votes for on the ballot and folds it. Therefore, Sister A cannot be obliged to identify her vote in the present case. The constitutions do not impose this obligation, and she is presumed to have acted rightly, not evilly. The election is to be held as valid, unless it is not merely probable but certain that she voted for herself, e. g,, from her own voluntary declaration. If she actually gave her secret vote to herself, all of her acts as mother general will be certainly valid, since canon 209 supplies also dominative power in com-mon error. However, she is obliged to refuse the election or to petition its sanation secretly from the Holy See. Cf. De Carlo, Jus Religiosorum, n, 137; Parsons, Canonical Elections, 163; Beste, Introductio in Codicem, 214. 34. What is the meaning of our constitutionsl which say of all elections that in a tie on the last balloting "the senior by first profession is elected, but in a parity of profession, the senior by age"? For example, I, Brother A, took my vows first in our profession band, but the one who took his vows immediately after me, Brothe~- B, is four yearsl older than I. If the two of us were tied on a last balloting, which would be elected? Brother B wo'uld be elected. The pertinent words of canon 101, § I, 1°, on this case are: "if the president does not wish to break the tie by his vote, that one is elected who is senior by first profession or by age." The constitutions of lay institutes practically never give the president the right of break-ing the tie in an election. Therefore, with the exception of this clause, your constitutions are the same. as the canonical norm of canon 101, § 1, 1°; but the sense of this canon is the day of profession and the day of birth, not the hour, minute, or second of profession or birth. The p~oof is as follows. 1'. From the usage in other canons. Canon 635 staCes that religious transferring from one monastery ~to~ another df the 359 JOSEPH F. GAI~LEN Review for Religion, s same institute lose all rights of theformer monastery and assume the rights and obligations of the latter from the day of the transfer. Canon 640, § 2, declares that a secularized religious who is readmitted into religion, assumes his seniority from the day of his new profession. The Code Commission replied that the precedence of a suffragan bishop in a pro-vincial council was to be determined from the day of his proclamation or election (Bouscaren, Canon Law Digest, I, 88). 2. From the nature of the matter. This canon gives a universal norm that is to settle ip.~o ]:ac/o and immediately a tie on the last balloting. Therefore, it is a norm that is uni-versally applicable, readily knowable, and applicable absolutely, not conditionally, e. g., seniority by age considered objectively is to break the tie, notif it is known who is the senior by age. From the nature of the matter, age is to be taken as the day', not the hour,, minute, or second, of birth. How many" know the hour or minute of their birth? How often is the hour or minute of birth noted even in ecclesiastical or civil records? If this is true of age, it is to be affirmed also of first: profession, since the two are expressed in a parallel manner in the canon. The same argument is verified for first profession considered ir~ itself. It is at least ordinarily possible to determine the order of professions of the same day in the province or institute that has only one novitiate, even though I, with many others, do not recall whether I was third or eighth in taking my first vows. However, the norm is universally applicable. If two religious who are tied made their first profession on the same day and in ceremonies that began at the same hour, but one in New York and the other in California, how could there be certainty of the minute ~at which each profession began? Did each Mass begin on time? What was the relative rapidity of the priests in saying Mass? What was the length of each sermon? How many institutes keep a record of the hour, minute, and second of each profession? 360 November, 1958 THE GENERAL CHAPTER 3. From the practice of the Holy See. In approving constitutions, the Sacred Congregation of Religious almost constantly words the canon: "if they made their first profession on the same day, the senior by age is elected." 4. From the. doctrine of authors. Practically no author has °adverted to the difficulty presented in this question, but the following at least implicitly affirm the solution given abovi~: Schaefer, De Religiosis, n. 258; Jone, Commentarium in Co-dicem Iuris Canonici, I, 114; Muzzarelli, De Congregationibus Iuris Dioecesani, 216, note 5 ; Parsons, Canonical Elections, 154; Bastien, Directoire Canonique, n. 48; Fanfani, De Religiosis, n. 366; Abbo-Hannan, The Sacred Canons, I, 156. The hour, minute, or second may be followed in other mat-ters for determining precedence; but in elections, except in the very few lay institutes that establish their own norm, the constitu-tions' are only stating canon 101, § 1, 1°, and must therefore be interpreted in the sense of this canonical norm. 35. What is the meaning Of this article of our ~constitutions on the elec. tion of the mother general: "If, when the ballots have been counted, it shall appear that-no-one of the sisters has received a majority of.the votes cast, they shall proceed to a second or third ballot; if then the required majority of votes should not yet have been obtained, a fourth ballot shall be taken in which only those two sisters have passive vote who on the third ballot had received the larger number of votes. If on the fourth ballot, an equal number of votes is given to both, the senior by profession or, if they are equal, the older in yeat~s shall be considered elected"? There is no doubt that the article is .obscure. An absolute majority is a number that in any way exceeds half the valid votes cast, even if by only a half vote, e. g., nine out of seventeen, ten out of eighteen. A relative majority is a number of votes for one person larger than for any of the others singly, although less than for all the others taken together, e. g., ii~ seventeen valid votes are cast and Sister' M. Agatha receives seven, Sister M. Bernice six, Sister M. Callista three, and Sister M. Damien one, Sister M. Agatha is elected on a balloting in 361 JOSEPH F. GALLEN Review for Religious which a relative majority is decisive. Active voice is the right to vote in :a chapter; passive voice is the right to be elected ir~ a chapter. Passive "vote" in this article should be passive voice, and "senior by profession" should be "senior by first profes-sion." Therefore, the sense, of the article is that an absolute majority is required for an election on any of the .first. three ballotings. If an election has not resulted, a fourth and last balloting is to be held. 0nly the two sisters who had the highest number of votes in the third balloting can be voted for in this last balloting, i. e.,. they alone have passive voice. This article does not deprive these two sisters of active voice on the fourth balloting, as is now the universal p~actice of the Holy See in approving constitutions. Of the two, the sister who receives the larger number of votes on the fourth balloting is elected. If this balloting results in a tie, the sister who is senior by first professio~ is elected; if the two made their first profession on the same day, the senior by age is elected. 36. Our constitutions state of the elections of the general officials: if in neither the first ballot nor in the second ballot an absolute majority of votes is obtained, a relative majority will be di~cisive on the third ballot." Who is elected according to this norm when two or more are tied on the third ballot? The full canonical norm (c. 101, § !'~ l°)'is that the president of the election has the righ.t to decide the tie on the third balloting by his or her. vote; but, if he does not choose to do this, the tie is broken in a lay institute by seniority of first profession or by age. If your constitutions give the president this right in other elections, he has the same right here. If they do not, as is almost universally true in lay institutes, the president does not have this right; and the tie ig broken only by the day of first profession or the day of birth. 37. According to our constitutions, a tie on the fourth and last ballot-ing for the office of superior general is broken in this way: the older by first profession is elected superior general and in case the religious made their profession on the same day, the older in age is elected. The article for the elections of the general offcials states that a relative.majority is 362 November, 19~58 THE GENERAL CHAPTER sufficient on the third and last balloting but that, if there is a tie, the older in profession is elected. The latter article says nothing about age. Who is elected in the latter case when two or more religious are tied on the third balloting but all made their first profession on the same day? As in the preceding case, the second article has merely omitted part of the canonical norm. This is clear also from the fact that age is included in the first article. Therefore, the question of the tie is to be decided by the canonical norm of seniority by the day of birth. VIII. After the Election 38. The constitutions of our diocesan congregation of sisters say simply that the local ordinary has the right of confirming the election of the mother general. What is the meaning of this authority? In virtue of canon 506, § 4, the presiding local ordinary has the right of confirming the election of the mother general in diocesan congregations. Therefore, three things are required to complete the election in such a congregation, the required number of votes, acceptance, unless this is commanded by the constitutions, and the confirmation of the local ordinary. (a) Competent local ordinary. The right to confirm an election is the authority to ratify or rescind the election. Con-firmation appertains to the ordinary of the diocese in which the election is held, not to the ordinary of the motherhouse as such. The ordinary may delegate his power of confirming or rescinding the election, e. g., to the priest he has delegated to preside at the election. (b) Norm for giving ~:onfirmation. The general canon on elections, 177, § 2, enacts that the competent superior must give the confirmation if the election was legitimatdly performed and he judges the one elected qualified for the office, even if in his judgment this person is not the more or most qualified. However, canon 506, § 4, treats specifically of the right of the local ordinary to confirm or rescind the election of a mother general in diocesan congregations and describes this right as the 363 JOSEPH f. GALLEN Review for Religious authority to confirm or .rescind the. election according to his conscience," This last phrase has led many canonists to hold that the ordinary is given a wider power in this case than in the general canon, 177, § 2. In this opinion, the local ordinary may not licitly act on mere whim, human motives, or personal preferences, but only on reasons based on the common good of the congregation. This being"presupposed, he has the right of rescinding 'the election also if he judges that the more or most suitable person was not elected. Other canonists hold that the ordinary must conform to the general canon, 177, § 2, also in confirming the election of a mother general. The opinion grant-ing the ordinary the wider power is at least more probable, if not certain, from the clearly distinctive wording of canon 506, § 4. The right of confirmation and rescission is not a right of ap-pointing the mother general. If the ordinary refuses the con-firmation, the chapter proceeds to .a new election. (c) Confirmation of other elections. Canon law demands confirmation only for the election of the mother general of a diocesan congregation, not for that of any other religious superior or official. By the law of the constitutions, confirma-tion is required for the election of the superioress in some monasteries of nuns and usually the confirmation of the mother general wi~h the consent of her council is ne.cessary when the mother provincial and ihe provincial officials are elected in the provincial chapter. The competent superior for such a monas-tery is the local ordinary, if the monastery is subject to him, or the regular superior, if the monastery is subject to regulars. The confirmation in all such cases is to be given according to the general norm of canon 177, § 2. 39. The constitutions of our pontifical congregation give a form of words by which the local ordinary is said to confirm the election of the mother general. Is ~his in accord with canon law? The right of confirming an election is the authority to ratify or rescind it. In virtue of canon 506, § 4, the ordinary ot: the place of election has the right of confirming the election of 364 Novc~nbcr, 1958 THE GENERAL CHAPTER the mother general in diocesan congregations only. Canon law does not require confirmation for the election of any other religious superior or official. It is true that confirmation can be demanded by the law of th~ particular constitutions, e. g., in the case of the election of the superioress in some monasteries of nuns. However, the Holy See does not grant the local ordinary the right of confirmation in approving the constitutions of pontifical congregations. Furthermore, the constitutions in question contain no article granting this extraordinary right to the local ordinary. Therefore, ~the word "confirm" in these constitutions is to be interpreted as a wide use for the accurate word "proclaim," i. e., when an election has resulted, the president of the chapter announces this fact and the name of the one elected (c. 174). Cases of such a wide use of "confirm" are found in other documents of the Holy See and in authors. Cf. Battandier, Guide Canonique, n. 382. 40. The president at the election of our mother general was a priest. delegated by the local ordinary. At the end of the first balloting, the president proclaimed the election, i. e., announced that an election had resulted, with the name of the one elected (c. 174). He did not an-nounce how many votes this sister had received, whether other sisters had received any votes, nor obviously the number of votes received by such other sisters. 1. Was this omission of the president contrary to canon law and thus illicit? 2. Was the election thereby invalid? This question has been proposed several times and has already been answered in the REVIEW FOR RELIGIOUS. On this occasion, we shall strive to be more complete, even though this implies a cumbersome burden of citations. There is no doubt whatever that the omission of the president was contrary to canon 171, § 2, and therefore objectively illicit. This canon commands that the names of all voted for and the number of votes each received must be announced in every balloting ("palamque faciant quot quisque retulerit"). The canon per-mits that the announcing be done in either of two ways, i. e., the vote on each.ballot, or voting ticket or slip, is announced to the capitulars or the names of all voted for and the total 365 JOSEPH F. GALLEN Review ]or Religious received by each are announced only at the end of the balloting. It is much better and is the usual custom to announce the votes in both ways. The further question can be and is now again asked whether an election is invalid (1) if the numbe~ of votes received by the elected candidate is not published to the capitu-lars or (2) the number of votes received by the other candidates is not so published. Most authors do not even mention in-validity with regard to either case in their explanation of the pertinent canon, 171, § 2. Most also implicitly deny invalidity, because they list the causes of the invalidity of elections without including either of these cases. (Schaefer, De Religiosis, n. 527; De Carlo, Jus Religiosorum, n. 150; Vermeersch-Creusen, Epitome Iuris Canonici, I, n- 288; Fanfani, De Religiosis, n. 116; .Pruemmer, Manuale Iuris Canonici, q. 79; Bouscaren-Ellis, Canon Law, 127; Claeys Bouuaert-Simenon, Manuale Juris Can-onici, I, n. 331; Brys, Juris Canonici Compendium, I, 263; Sipos, Enchiridion Iuris Canonici, 129; Geser, Canon Law Governing Communities of Sisters, n. 341) Some deny or doubt the in-validity in these two cases. (Vermeersch-Creusen, 0p. cir., n. 293, 2; Jone, Commentarium in Codicem Iuris Canonici, I, 177; Ellis, REVIEW FOR RELIGIOUS, 8-1949-159-60) Therefore, there exists no common opinion of authors that invalidity is verified in either case. Furthermore, several of the authors who maintain invalidity express themselves so obscurely that it is difficult to understand what they mean by the publication they require for validity. Goyeneche, Quaestiones Canonicae, I, 50-51; Coronata, Institutiones Iuris Canonici, I, 278-79; Creusen, Religious Men and Women in the Code, n. 76; Parsons, Canoni-cal Elections, 151-52, 200; and Lewis, Chapters in Religious Institutes, 127, affirm invalidity at least with regard to the first case. Their first argument is that publication of the votes is an essential element of a canonical election. This argument is not certain, since it is admittedly difficult to ascertain what are the essential elements of an election in the code. The second argu- 366 November, 1958 THE GENERAL CHAPTER ment is that the code is here merely reassuming the law before the ~code, which demanded publication for validity. This argument al~o is not certain. Canon 171, § 2, does not: state expressly that. publication of the votes is required for the validity of .a balloting. If the intention was to reassume the former law, i~ seems strange that an invalidating clause was not expressed in the canon, as it is in so many of tl~e other canons on elections, e. g.~ 162, §§ 3, 5; 165; 166; 167, § 2; 169; 170; 171, § 3; 172, §§ 2-3; 1.76, § 3; 181, § 2. There-fore, since there is a doubt of law about invalidity in both cases, all such elections are valid (c. 15). 41. The constitutions of our pontifical congregation contain the follow-ing ~rticle: "In the ordinary chapter, the mother general going out of office shall act as mother vicar until the elections have lawfully taken place." Isn't she out of office entirely as soon as the election of the new mother general is' completed and before the elections of the four councilors, the secretary general, and the bursar general? Yes. The wording of your constitutions follows the Normae of 1901, article 225. The sense, however, is that expressed in the question, i. e., the mother general loses all title to the office, also as mother vicar, on the completion of the election of the mother general. The election is completed in a pontifical congregation by the attaining of .the requisite number of votes and acceptance, or by the former alone if acceptance is imposed by the particular law of the institute, and in diocesan congregations ~ of women by the added ~equisite of the confirmation of the ordinary 'of the place of election (cc. 174-77; 506, § 4). This interpretation is otherwise evi-dent from your constitutions, since the newly elected mother general immediately assumes her office by presiding at the elections that follow and at the chapter of affairs. The retention and prolongation of the office under the title of vicar is to take care of the case of an election delayed beyond the expiration of the term of the present mother gen-eral and of a suspension of the chapter. This occurs when 367 JOSEPH F. GALLEN Review for Religious the choice of the chapter is of one who cannot be elected but only postulated as mother general, i. e., because of a lack of the age, years of profession, or legitimacy required by canon 504, or an election beyond the number of terms permitted by the constitutions. The postulation for the last impediment in a diocesan institute is addressed to the ordinary of the place of election; but in all other cases, whether the institute is pon-tifical or diocesan, it must be made to the Holy See (c. 181, § 1). In a postulation for the office of mother general, the chapter is suspended until notification is received of the accep-tance or rejection of the postulation. A suspension can also occur in a diocesan institute of women when the confirmation of the local ordinary is delayed. It is better to word the con-stitutions that all elective officials retain their offices until the election to the same office is completed in the following chap-ter. Cf. Normae pro Constitutionibus Congregationum Iuris Dioe.cesani a S. C. de Propaganda Fide De.pendentium, aa. 142, 153. IX. Chapter of Affairs 42. The constitutions of our pontifical congregat.ion, of brothers state with regard to the chapter of affairs: "All these matters are decided by an absolute majority of secret votes." A secret vote takes more time, and I see no reason for secrecy in many of the matters that uniformly come before a chapter of affairs. The practice of the Holy See in approving constitutions demands secret voting in the chapter of affairs. This voting may be done by a method such as black ~ind white beans. It is admitted doctrine that the voting need not always be secret. If the matter is of little importance or the discussion has made it clear that there is little opposition, the voting may be public, e. g., by rising or raising the hand. A capitular may always request a secret vote on such a matter. If so, the superior general will put this question to a vote. If the absolute majority by a public vote, e. g., rising or raising the hand, favors a secret vote on the matter, this must be had; otherwise, the voting 368 Novcmber, 1958 THE GENERAL CHAPTER will be public. A few pontifical constitutions ordain that the voting is always to be public, with the exception of the request for secrecy described above. It is difficult to see why a secret vote should be generally prescribed for the chapter of affairs. There is no general reason for secrecy in the matters listed in the practice of the Holy See as the more important affairs of this chapter. 43. What is the duration of the ordinances of a chapter of.affairs in lay institutes? In constitutions, the acts of the chapter of affairs are variously termed ordinances, enactments, regulations, decrees, and decisions. According to the practice of the Holy See, the ordinances of a chapter in lay institutes are temporary. The Normae of 1901 stated that the ordinances of the general chapter remained in force until the next chapter (a. 250). In its present practice, the Sacred Congregation of Religious states that these ordinances remain in force until the next general chapter, in which they may be confirmed, modified, or abrogated. The temporary character of the ordinances has therefore beeia imposed by the Holy See in the approval of constitutions; it does not certainly follow from the nature of such ordinances nor from canon 24. To avoid any difficulty, the superior general should propose a declaration that all the acts of past chapters are confirmed by the present chapter except insofar as they will be or have been modified or abrogated by this chapter. The temporary character of the ordinances does not demand an explicit confirmation for their continuance; an implicit or tacit confirmation suffices. If a previous general chapter has approved so important a measure as a directory, the sum of the dowry, or the extraordinary expenses for which local superiors must recur to higher superiors and the subsequent chapter omits all action on the matter, it is the implicit or tacit will of this chapter that such a measure is confirmed. Van Hove states this principle as follows: "Many ordinances enacted from dominative power continue to exist on the cessation from office 369 JOSEPH F. GALLEN Review for Religious of the superior who established them, because they are implicitly renewed by his successor, who is presumed to intend that the customary order in a community continue to be observed until he changes it" (De Legibus Ecclesiasticis, I, n. 359, note 4; cf. Jone, C0mmentarium in Codicem Iuris Canonici, I, 46). Furthermore, from the practice of religious institutes, it is the presumption that all existing acts of previous chapters are implicitly or tacitly confirmed by a later chapter except those that it changes or abrogates. 44. Do monasteries of nuns have a chapter of affairs after the elections? A chapter ~f affairs is held more frequently and separately from elections in monasteries of nuns, since the chapter in such an institute has a vote in several matters that appertain solely to a higher superior and her council in a centralized institute. These matters vary in different constitutions, e. g., the alienation of property and the contracting of debts, admission of an aspirant into the enclosure, admission of a religious from another institute or monastery, admission to the novicesl~ip and pro-fessions, the declaration of fact fo~ an ~/~so faclo dismissal, the erection or suppression of a school, and other important matters of the monastery. A chapter of affairs is consequently held after the elections only if any such matters are to be discussed at the time. 45. Are higher superiors obliged to obey the enactments of the general chapter? Evidently. The general chapter is the supreme authority within the institute. Book Reviews [Material for this department should be sent to Book Review Editor, REVIEW FOR RELIGIOUS, West Baden College, West Baden Springs, Indiana.] MERCY UNTO THOUSANDS. By Sister M. Bertrand Degnan, R.S.M. Pp. 394. The Newman Press, Westminster, Maryland. 1957. $6.50. Sister M. Bertrand began collecting data fo~ Mercy unto Thou-sands in 1945. The years of study, labor, and research have pro- 370 November, 1958 BOOK REVIEWS duced a masterpiece. This book is at once very scholarly and very interesting. The life of Mother McAuley is so well told, in fact, that the vast amount of research into primary sources is almost forgotten till one begins to study the references. Such scholarship and appeal are two qualities often sought, but seldom so well achieved. As the author traces the life of Mother McAuley, the Divine Providence which guided her life b~comes more clearly delineated at each step of her career. At least in its major aspects, God's plan for Catherine McAuley was clear to her religious superiors, if not entirely clear to Catherine ~erself. That a religious order should be the logical consequence of the charitable work of Mercy House on Baggot. Street, Dublin, seemed to be clear to everyone but Cath-erine. And that the order, once founded, should spread so rapidly was hardly strange. In fact, given the time, place, and other cir-cumstances it would have been strange had the order not so developed. For Mother McAuley was dedicated above all to doing" God's work. Her surrender of all her time, wealth, and talents to God, made her a perfect instrument in His hands. So step by step He l.ed her to the accomplishment of a great work--the foundation and propagation of the Sisters of Mercy. The gifts and talents of Mother McAuley were rare. Sound-ness of practical judgment, ability in financial matters, intellectual acumen, grace of manner, and perseverance, to mention but a few of her qualities, marked Catherine McAuley as a woman destined for success. Many of these talents, of course, found their fulfillment and perfection in the supernatural order. For the charity, humility, and patience of this great woman were exercised to a degree seldom achieved in the life of a religious. But the outstanding natural gift of Mother McAuley was her exceptional charm. Her letters, poems, talks, and conversations portray an attractive person. Her ready wit must have supplied many pleasant hours for the sisters in the recreation room. For Mother McAuley's irrepressible optimism and humor always gave her a glimpse of the bright side of life even in her darkest moments. The tenderness and warmth with which she treated the other sisters manifested a woman with an extremely affectionate heart. But she could scold when the occasion demanded it. Her corrections, how-ever, were always temperate; and offense was never given. In sh, ort, this is the life of a very attractive and charming religious very attractively written. Mother McAuley could not be 371 BOOK REVIEWS Review for Religio~cs better presented or represented than she has been in Mercy unto Thousands.--J. M. KUNTZ, S.J. PHILIPPINE DUCHESNE, Frontier Missionary of the Sacred Heart, 1769.1852. By Louise Callan, R.S.C.J. Pp. 805. The Newman Press, Westminster, Maryland. 1957. $8.00. This life is, as it should be, a monumental work; for it deals with an epic theme. Its story begins about the time of the fall of one nation and ends about the time of the rise of another with the life story of a heroine filling the interval. Mother Callan has laid Catholic readers under an undying obligation for her scholarly yet simple presentation of a heroic woman and dauntless religious facing the rigors of frontier life in the American midwest in the first half of the 19th century, with no other purpose than to make known the glory of the Heart of Jesus. The volume is largely made up of Philippine Duchesne's correspondence with her friend and religious superior, Mother Barat, with the members of her family, and with religious and ecclesiastics with whom her zeal brought her into contact. There is hardly a page in this large book without some extract from Philippine's correspondence. Mother Callan has woven this cor-respondence into her text to illustrate it and carry it forward, with the result that it is largely Philippine who tells her own story, and does so magnificently. The letters themselves are very interesting, but they are never introduced for themselves, and the reader is never aware that the story being told is arrested or delayed in its progress. Mother Duchesne was in fact no ordinary letter-writer, where she describes the angry moods of the Atlantic as she crosses it, the picturesque banks of the Mississippi as she ascends it, or the dirt and muck of a Missouri farmyard as she trudges through it. The pictures come alive and tell us as much of the writer as of the subject of her writing. One cannot help being deeply impressed by the dogged per-sistence in the face of difficulties, discouragement, and even of opposi-tion shown by Mother Duchesne in the pursuit of her purpose, the salvation of souls through devotion to Christ's own Heart. This she never lost sight of. Lack of means, lack of help, lack of interest on the part of others never deterred her. Poverty, frequently grinding, only opened up new resources of courage. Even failure could not stop her. In fact, her life seems to have been one succession of failures, from her first attempt at religious life which was cut short in her girl-hood by the French Revolution, down to her belated excursion to the 372 November, 1958 BOOK REVIEWS Potawatomi in her old age. She had come to teach the Indians the way to God, and the only Indians she met were converts of many years. She had come to a land where the language was other than her own, a language which baffled all her attempts to master it; and when she could not teach, she stitched and sewed and mended. One foundation after another was given up; and she moved from place to place, always beginning anew, until she came to spend her final and fail-ing years at St. Charles, on the banks of the Missouri, where she had begun her work--reluctantly, since she found no place awaiting her in St. Louis where she had hoped to be established. Behind this unalterable courage and determined will, there was a tender heart. One marvels at the strength of the affection she shows for those she loves, and she loved nearly all she met. Remark-ing on the lack of letters from France with news of her loved ones, she exclaims: "There is not a single religious from France in the community here. But we meet at the s~ime center--the Heart God . " She loves solitude, but there is a note of poignant loneli-ness in this cry from the heart. There was much she met in the pioneer society that repelled her. If we remember that she was of gentle birth, had known the refine-ment and culture of 18th century France, we can better understand the revulsions she must have felt for the coarseness she met with in the society of the frontier. In her letter to her cousin Josephine, she recalls: "Those happy evenings in Grandmother's house; the simple but charming dinners on Sunday--and those on Monday; the presents given out gradually to each of the younger children. All this comes to my mind. Those happy days in the big family were surely prefer-able to the prdud disdain, the indifference, the affected languor, by which people think they make themselves important and attractive. I continue to live in the same convent a peaceful retreat suited to my age and tastes. My thoughts are often with you and about you, for you are so dear to my heart." The proud disdain, the indifference, the affected languor--simple religious as she was, she was shrewd enough to penetrate the shallow shell of sophistication in the society about her and expose its essential pride. Philippine was no gloomy ascetic, although she was of a naturally seri6us disposition. "Yet she was," as Mother Jouve, a niece, testi-fied, "always joyous and animated at the community recreaSons or when religious came for little visits with her in her room." She had severe interior trials to undergo, but these she kept entirely to herself. She could spend long and happy hours before the Blessed Sacrament, 373 BOOK REVIEWS Review for Religious and she was never more pleased than when she was allowed to live in close proximity to the chapel. Her life had become completely and perfectly integrated in God, "because' she realized," as Mother Callan tells us, "with astonishing clarity that He is first, and also last~Alpha and Omega--and that between Him and all else in the universe, there is, there can be, no comparison." However else she failed, in this she succeeded supremely: she loved God with a consuhaing devotion and her neighbor with a tire-less affection.~WILLIAM J. YOUNG, S.J. THE TEMPTATIONS OF CHRIST. By Gerald Vann, O.P., and P. K. Meagher, O.P. Pp. 127. Sheed and Ward, New York 3. 1957. $2.75. The climate of modern opinion, abetted by the word of Freud and others, may well influence Christians to think that the devil's day is over. Fathers Vann and Meagher show conclusively that Satan's neatest trick is this widespread disbelief in him. Why was Christ tempted? The authors believe that Christ saw Satan for the shrewd opponent that he is and went forth eagerly to confront him, thus giving us an example of how to cope with tempta-tion and also exposing the devil's wiles at t~ieir roots. The book is a psychologico-ascetical study; reading it cannot fail to improve one's understanding of the un.derlying "predominant passions" which rise to the surface of everyday life in such myriad forms. The authors first point out that we should not expect to be free from temptations--such perfectionism is already unconscious pride. They then show how Satan waits his chance to attack us when we are weakest and where we are most vulnerable. It is a discerning person who does not allow himself to be so wasted away by fasts and penances that he falls easy prey to the schemes of the Prince of Darkness. Going through the three temptations individually, the authors show a deep knowledge of "what is in man" as they analyze the appeal of the °devil in each situation. Thus they take the temptation to turn stones into bread as an indication of the desire for that sense of security which an abundance of resources can provide, making it difficult even to wish to be poor in spirit. The "perils of the pinnacle" .is a temptation highlighting man's excess of trust in himself; it shows how many think they avoid "immorality" by skirting sexual sins only to be heedless of such things as calumny, cruelty, bitterness, and pride. 374 November, 1958 BOOK ANNOUNCEMENTS The third temptation brings into the open the thread underlying this entire episode in our Lord's life. Satan's implication is that God is a poor provider and that the devil himself will give us prosperity and glory. And that indeed is the case--unless one takes a long-range view' beyond the frontiers of the immediate here and now. The book is more than a description of a scene from the life of Christ; it is a profound introspective study of what lies behind much of man's action. As such it cannot fail to give better knowledge of oneself and of the ways of the devil.--R.~LeH J. IL~ST~A~, S.J. BOOK ANNOUNCEMENTS THE BRUCE PUBLISHING COMPANY, 400 North Broadway, Milwaukee 1, Wisconsin. Fathering-Forth. By John H. McGoey, S.F.M. A book by a priest for priests. In it Father McGoey evaluates what he has learned of the life of a priest both from personal experience and from observation. He has many a criticism to offer, but they are all of the constructive kind. Priests will find much matter for serious consideration in these pages. Pp. 188. $3.50. DAUGHTERS OF ST. PAUL, 50 St. Paul's Avenue, Jamaica Plain, Boston 30, Massachusetts. Glories and Virtues of Mary. By the Very Rev. J. Alberione, S.S.P., S.T.D. Translated by Hilda Calabro. The book is divided into three paits. The first deals with the glories of Mary; the second, with the virtues of Mary; and the third, with devotion to Mary. Each chapter concludes with some striking incident in the lives of great men and women illustrative of their deep devotion to the Mother of God. The book is well illustrated with full page reproductions of famous masterpieces. Pp. 251. Cloth $3.00. Paper $1.50. Mary, Mother and Model. Feasts of Mary. By the Very Rev. James Alberione, S.S.P., S.T.D. Translated by Hilda Calabro. The Roman Missal contains thirty-seven Masses in honor of our Lady. Not all of them are for the universal Church. Thirty of these feasts are considered in this volume and presented as meditations. At the end of each meditation there is a commentary on the cor-responding Mass of the Missal. The book is illustrated with full page reproductions of photographs of famous paintings or statues of our Lady. Pp. 237. Cloth $3.00. Paper $1.50. 375 BOOK ANNOUNCEMENTS Review for Religious Religious Life. Life of Courageous Souls. Extracts from Medi-tations and Conferences of the Very Rev. James Alberione, S.S.P., S.T.D., to the Religious of his Five Congregations. Compiled and translated from the Italian hy the Daughters of St. Paul. This is an excellent introduction to the religious life and a notable con-tribution to vocation literature. Pp. 107. Cloth $2.00. Paper $1.00. MESSRS. M. H. GILL & SON, 50 Upper O'Connell Street, Dublin, Ireland. The Story of the Hospitallers of St. John of God. By Norbert McMahon, O.S.J.D. In the United States this order of brothers dedicated to serve the sick poor is little known. Yet they have a tradition and history of heroic achievements in many parts of the world which only God can reward. How many martyrs of charity have died in their ranks we shall know only on the last day. During the civil war in Spain, ninety-eight Hospitaller Brothers were brutally massacred by the Reds out of hatred for religion. Yet despite their heroic achievements, their history is one of great trials and much persecution. More than once the order was all but extinct, only to rise again more vigorous than before. Perhaps their greatest trial came from the Holy See itself. Four days after his election, Pope Clement VIII published a bull which took from the Hospitaller Brothers their status as a religious order. The brothers were de-prived of their three vows of religion. They were to serve the sick in the hospitals as lay nurses under obedience to the local bishop. But Divine Providence watched over them. Today, after four-hundred years of existence, they have 209 houses, almost all of them hospitals, and 2,464 religious. You will want to read all about these athletes of charity. Pp. 187. 16/-. Ideals to Live By. Some of the Principles Which Moulded St. Ignatius Loyola. By Robert Nash, S. J. This is the latest book from the prolific pen of Father Nash. He wrote it with lay Catholics chiefly in mind. It is about the Spiritual Exercises of St. Ignatius and makes suitable reading, either public or private, for times of retreat. Pp. 175. Paper 8/6. Cloth 12/6. B. HERDER BOOK COMPANY, 15-17 South Broadway, St. Louis 2, Missouri. The Three Degrees. A study of Christian Mysticism. By Conrad Pepler, O.P. A knowledge of mysticism can be very useful to all who lead an interior life. For the director of souls it is at times necessary. 376 November, 1958 BOOK ANNOUNCEMENTS Father Pepler offers a brief but sound introduction to this most diffi-cult subject and does so in language which the modern reader can understand. Unless you are already an expert in mystical theology, you can learn much from this little book. Pp. 256. $3.50. Introduction to the Philosophy of St. Thomas Aquinas. Vol. II, Cosmology. By H. D. Gardeil, O.P. Translated by John A. Otto, Ph.D. This is the second volume of a four volume set. The purpose of this volume is "to give a true account of Aristotle's understanding.of the physical world, and mainly of its philosophical content, the abiding feature of his study." Pp. 218. $3.75. P. J. KENEDY & SONS, 12 Barclay Street,-New York 8, New York. Autobiography of St. Th~r~se of Lisieux. Translated by Ronald Knox. When L'Histoire d'une Ame first appeared, it had been edited to suit the canons of that day. The editing consisted in changing the chronological order, omitting about one fourth the whole, and making many changes in the text. All these edi-torial changes have now been eliminated, and we have the manu-script as it left the pen of the saint. It is this reconstructed manu-script that Father Knox has translated for English readers. In its light the heroic virtues of St. Th~rSse are more brightly illumined, and we get a better and a truer picture of the saint. Pp. 320. $4.50. THE MESSENGER PRESS, Carthagena, Ohio. Bought at a Great Price. Reflections on the Precious Blood. By Mother Mary Aloysi Kiener, S.N.D. If you are looking for a book of meditations to help you along the way of affective prayer, you would do well to examine Bought at a Great Price. There are thirty-two meditations, each divided into two parts. The average length of each meditation is eight pages. Pp. 271. $3.50. THE NEWMAN PRESS, Westminster, Maryland. A Manual for Novice Mistresses. Edited by Albert Pl~, O.P. Translated by Patrick Hepburne-Scott. This is volume nine in the "Religious Life Series." In content it is a selection of the more important papers read at a conference of French Dominican novice mistresses. The book dealg concisely with many of the major prob-lems which confront a mistress of noviceg in any order or congre-gati6n. Pp. 152. $3.25. The Christian Approach to the Bible. By Dom Celestine Char-lier. Translated from the French by Hubert J. Richardson and 377 BOOK ANNOUNCEMENTS Review for Religious Brendan Peters. 'Through the Bible God speaks to men on matters concerning man's salvation. It is therefore the most important book. Yet it is not an easy book to read. Fruitful reading pre-supposes certain intellectual, moral, and religious dispositions. These the author would help his readers to acquire. He does not write for experts but for the average Christian, who, no less than his learned brother, is to draw from the. Bible power to transform his life. Pp. 298. $4.00. Valiant Heralds of Truth. Pius XII and the Arts of Communi-cation. Compiled with a Commentary by Rev. Vincent A. Yzer-mans. The most authoritative source for a Catholic philosophy of the communication arts is our Holy Father, Pius XII. He has written and spoken on this subject frequently, and the compiler has gathered all these utterances between the covers of one volume. Pp. 201. $3.75. Christian Perfection and Married Life. By J. M. Perrin, O.P. Translated by P~ D. Gilbert. To show how perfection can be achieved in the married state is the purpose of the author. Marriage counselors, directors of Cana conferences, and priests engaged in the ministry will find here much valuable material. Pp. 92. $1.95. A Father Faber Heritage. Selections from the Writings of Rev. Frederick William Faber. Edited with an Introduction by Sister Mary Mercedes, S.N.D., de Namur. Father Faber of the Oratory was one of the outstanding spiritual writers of the nine-teenth century, and one who achieved a notable measure of well-deserved popularity. T

Issue 12.2 of the Review for Religious, 1953. ; The .Summa, t:or $is :ers Sister Mary Jude, O.P. EVERY good religious longs to perfect herself1 in the technique of that most divine of occupations--the salvation of souls. To that end vacations are sacrificed for "higher studies," precious holidays are spent attending workshops and teachers' meetings, and "free" time is consumed directing co-curricular activities. In this never-ending process the simple religious, as~well as superiors, super-visors, and superintendents may wonder whether they are not losing their perspective, whether the tail is 'not' wagging the dog. Those in authority repeatedly warn the Sister about the "danger" of studies, until she is given the impression that learning is some kind of neces-sary evil, and a uniyersity, an unavoidable occasion of sin. .Although no good religious has entered the convent with the idea of becoming merely a high-powered schoolteacher (or nurse of social worker), by the end of her first year of teaching she finds her-self involved in a complex system of aims and methods, classroom' management and educational devices. If she has time to think, she wonderswhere it all fits in with her longing to, be absorbed in Jesus Christ. The "points" at meditation, the spiritual reading books in the community bookcase, and conferences and retreats are lavish with warnings of all kinds. Sister ~an never say she has not been told the r'ight thing to do, but has anyone ever taught her how? , She marvels afresh at the insight of Pope Pius XII in his Holy Year message to religious: "To harmonize your~exterior work with your spiritual life and to establish a proper balance between the two." The Holy Father knows exactly how she feels. How is this to be accomplished? Sister must teach English and history this year (next year it may be typing and music) the while she longs to make her pupils understand, "If thou didst know the gift of God. the height and deptl'J of Christ's love, the riches of the glory of His in-heritance in the saints." Instead Sister must drill on the rules for capitalization and ex-pound the Monroe Doctrine. In some high schools priests have taken over the teaching of religion. Realizing the importance of training leaders in the secular branches of learning a.ccording t6 Catholic prin- 1The article is. directly concerned with teaching Sisters. But what is said applies equally to teaching Brothers. as well as to religious engaged in social work, nursing, ~7 SISTER MARY JUDE Re~ieu~ [or Religlous ciples, Sister attempts to assimilafe and o~ientate the subject and the child Godward., She suspects that Father bas been given the easier task--that of teaching'religion as religion. Community officials, becoming apprehensive at stories of .Sisters who have lost their vocations or become worldly-minded in pursuit ~f degrees, frequently react by reducirig to a minimum the number of " Sisters engaged in graduate studies, if this reT, ults in a loss of educa-tional standards to their community, many mistresses of studies con-elude that this is the price that must be paid for maintaining the ligious spirit. Unhappily they can neither foresee nor measure in their lifetime the intellectual stagnation effected by this policy. If the senior memb,,er~ .of the congregation remember their own more leisurely days, when summertime meant rest and relaxation: when daily preparation did not include the breadth of background iequired today; when children came to school with respect for au-thority already inculcated at home; when even the lengthier noon period with no police duty allowed sufficient time for slackening emotional tensions and regaining spiritual tranquility; if these thirsts are remembered, they are never brought up in accounts of "the good old days." With higher studies made the privilege of a chosen f~w instead of the constitutional obligation of all, superiors become fearful lest the ~ubjects singled out grow proud. They reason that it is the fault of " the studies if Sisters so favored become complacent. Meanwhile, Sis-ters, being human, continue to substitute emotionalism for true piety and to confuse devotion with devotions. Honor to the Mother of God is frequently a medley of classroom'May-altars and Sodality "activities" fondly imagined to be Catholic Action. On th~ Blessed Virgin's fulness of grace or her other prerogatives they do not expa-tiate much, because they do not know too much about Mariology. Sisters wonder why their students do not turn-out better, why so little that is taught in religion class carries over to daily life. When promising'pupils marry outside the Church or disgrace their faith by misdeeds in public life or in the underworld, their former teachers are bewildered. Have they not done all they can? Have they? Does even Sister's prize pupil know how precious grace really is? Does Sister herself have a proper appreclatlon of what it means to be a member of the Mystical Body of Christ? Has she ever put across to her pupils the beauties of a baptized soul strengthened by. confirma-tion, purified by penance, perfected by the Holy Eucharist, and Mar~h, 1953 .'i SUMMA FOR SISTERS adorned by the gifts of the Holy Spirit? If sl~ has, then Johnny will seek h married partner who will aid in his slSiritual development and will not establish his marriage merely oh emotional grounds. How can Sister teach these things, if she has never been taught them'herself? She has tried to teach children to develop will power, but how well has she emphasized the role of grace in r~sisting temp-tation? How many of her charges know that the grace, of God is theirs for the asking? Or instead have they been. thoroughly indoc-trinated with the idea that the'Jr Guardian Angel is on their right side and the devil on their left? What do they know of the life of grace within themselves? How many children and adults confuse sensible consolation and devotion? lk~ost,Catbolics think that priests and Sisters live in a semi-ecstatic state in which prayer is a series of thrills. They are. consequently, the more horrified when they discoverthat Father and Sister are human. Sister,is such a good teacher that she can mak~ even world history the most gripping subject in the curriculum. She can fiave her pupi_Is laughing merrily at the nineteenth century theory of spontaneous generation.of life. Do any of them know that it is a greater thing for God to raise a soul from mortal sin than to breathe life into a corpse? How different would be her pupils' attitude on leaving the confessional if they believed that they could no more restore grace to their own souls than bring themselves back to life.?_. They are taught to make an act of thanksgiving after confession. Have they ever been "given reasons for awe and wonder at God's mercy in the sacrament of penance? All the dislocations and chaos of the past years have had tre-mendous impact in the classroom. To analyze their cause is not our purpose here. The Korean War and television .are but ancillary to the mental dissipatio.n which teachers must combat. The young peo-ple of today are the offspring of the "Fla'ming Youth" generation .of the 1920's. Greater and " heavier tasks are being placed upon the school. Even so delicate and personal a matter as sex instruction is shirked by parents. Respect for authority is not only not inculc'ated at home; but it is denied to the teache.r,by mother and father.' , Like St. Thomas Aquinas the Sister must accept people as they are. A religious cannot right every wrong in the world, much as she would like to. She must start with that portion of the Lord's vine-yard which the will of God has assigned to her. She does no.t con, clude that the soil is bad becatise she finds weeds thriving in it. Be- SISTER MARY JUDE Re~iew for Religious cause there is so much to be overcome Sister must be equipped with a knowledge of sacred science before she can start to put things in di-vine order. Because the problem is of such complexity, Sister must first see things as God sees them. This wisdom can come from a study of the Summa Theologica. Time was when those entrusted with forming educational poli-cies of communities would have ridiculed the idea of theology for Sisters. Today, however, with the movement of theology for the laity sweeping the country as it has in the last fifteen, years, with* the butcher, the baker, and the candlestickmaker enthusiastically ~d[scus-sing their ultimate end and distinguishing between the moral and in-tellectual virtues at study ,clubs, no excuse is needed for a study of divine trtith by those whose life is dedicated to God by public pro-fession. No longer do people consider the study of theology a pre-requisite only for those who hear confessions. I~ she is going to God-center the'life of her students, a Sister must know. the science of God. "This is eternal life : That they may know thee. the only true God, and Jes~s Christ, whom thou hast sent" (John, 17:3). In order to convince her pupils of the very purpose of their existence she must first develop within herself a reasoned conviction and understanding of the great mysteries of faith. She must learn to distinguish emotionalism from true love of God, and yet evaluate the place of the emotions in the spiritual life. To meet ,the intellectual needs of th~ mid-twentieth centt~ry a scientific knowledge of God is needed. Unless Sister herself believes that "the least knowledge of divine things is greater than hny amount of knowledge about material, things," she will lose ground. Anyone who puts a degree in chemistry, or language, credits in litera-ture or education before a deeper knowledge, of God cannot be suc-cessful in connecting the life of the day and the life of God within the human soul. She is laboring "for the roost thaf perishes," and not for "that which endureth unto everlhsting life." Teaching, according to Saint Augustine, is the highest form of charity. For the religious teacher, then, the study and quest of wis-dom for the development of her vocation is absolutely necessary. Study undertaken for love of God increases her sanctity. The holier she, becomes, the greater is herdesire for a kngwledge of truth. Be-cause in the convent cemetery there lie the remains of Sisters who achieved sanctity without the study of theology, it does not follow that Sister Anno Domini does not need theology. To those who had 60 March, 1953 SUMMA FOR SISTERS not the opportunity for the study of theolo~gy God undoubtedly supplied. He fits each one with the grace needed for the task He wishes her to do. Theology was not ava~labie for those Sisters, nor had they the same problems to face that the Sister of 1953 has: St~ch an excuse will not hold today. The separation of study from. prayer is not a new problem. But the brilliant patron of Catholic schools has left a method by which study can be employed to direct the interior life to God. St. Thomas Aquinas in his Summa Theologica has synthesized the whole rela-tionship 'between God and man in the most perfect harmony. Courses in the Summa Theologica have been opened for Sisters at various centers. Seven of these summer schools'stem from the one at Provi-dence College, Providence, Rhode Island, where the" Summa is stud-ied article by article in courses specially adapted to religious women. Other schools use Father Walter Farrell's Companion to the Summa as a text and the great classic itself as a reference. In accord with the spirit of Saint Thomas and in fulfillment of the spirit of the Do-minican Order the spiritual formation of the religious teachers at-tending Providence College transcends the intellectual. Otherwise the real purpose of the stud~ of theology would be subverted. There is not a mother gener~l anywhere who would grope for an answer if asked whether she would rather gend but in September good religious or good teachers. However~ the study of theology on a graduate level, although enthusiastically endorsed by all the Sisters who have t~iken the courses, is not yet as widespread as it should be. Many consider other educational requirements more pressing. That these members of rel.igious communities may eat their cake and have it too--with icing--Providence College also offers a course in the Summa and additional intensive study of special questions with a master's degree in religious education upon its completion. Theology is the antidote for those who fear that higher studies will~make the Sisters proud, just as it is the preventative for worldli-ness in secular subjects. No one who has learned the Catholic teaching on grace: thai it is "God Who moves in you both to will and to accomplish;" that you cannot even want to be good unless God gik, es you the grace bf that holy desire; no one who has learned the glories of the gifts and fruits in- the soul can find it in her heart to be proud. A man must walk to God by steps of the will, but the mind must tell him tb Whom beis walking and what road he should take. 61 SISTER MARY JUDE Review [or Religious The mind was created for truth, the' will for good. To know the truth and to choose the good a man must have grace. "Not that we are sufficient to think anything of ourselves, as of ourselves: but our sufficiency is from God" (II Cor. 3:5). Humility, St. Thomas teaches, is truth. A distinctive phenomenon of the "active" orders today is the !number of religious seeking to change to a p'urely~contemplative life. Although their final profession is far enough behind them that they should have arrived at some proficiency in the delicate balance between praye.r and work, they now seek to transfer to a cloister. While God. for His own reasons may thus call a Sister, such a voca-tion is unusual. Eor every Sister who makes such a change there are many who for a variety,of reasons never effect the transit. They ar-dehtly desire this transit because they, presume it will bring closer union with God. The Sister who would exchange classroom or hos-pital corridor for cloister, has not yet been brought to a realization of the fulness of her vocation. She is willing to settle for less than th~ overflow of contemplation which needs to find an outlet in lifting her neighbor to God. The author of the.Summa, a high-octane teacher if ever there was one, could, without diminishing any of the power of his spiritual life, give himself to the service of his neighbor, for his compass was ever pointed toward truth. Thomas of Aquin had a list of accom-plishments no superior would dare .assign one person today. He t~ught school, preached, wrote something like 36 volumes, carried on an enormous corresponder~ce, traveled back and forth a~ross Eu- ¯ rope on foot several times and was at every'one's beck'and call. The: religious who resents teachers' meetings which take 'up her valuable time can recall the Angelic Doctor laying down fiiS pen in the middle of an article ("Just when I 'got a good start!") when summoned by the Pope to a General Council. To 'the man who was to become the Patron of C;itholic Schools, action and contemplation were inter- 'woven, interdependent. "Goodness diffuses itself," St. Thomas wrote, and the religious woman who has enough spirituality~will externalize her love of God no matter what she is teaching, which--if her congregation runs true to form--will be something outside her "teaching field." If a Sis-ter's community'has been progressive enough to send her to on.e of 'the summer schools of sacred theology for religious women, she has a lever which can move the dead weight of secula.rism considered l~y 62 , March, 1953 SUMMA FOR SISTERS the Bishops of the United States as l~he number one problem. Be she art or music instructor, baby teacher or cbllege professor, she needs the lever of theology. With ,Thomistic thoroughness and spiritual benefit both to herself and her pu.pils the religious who has met and mastered the order and harmony of the Summa Theologica can fit the most important thing~ in life intb her curriculum. Observant of the world's needs but not preoccupied by them, a Sister who has studied theology can immerse herself in algebra and chemistry without fear of losing the sense of the presence of God. In Him she will live and move and have h~r convent and school life. She will share with her pupils the fruit~ of her contemplation, be it in her presentation, of invertebrates or by .means of geometry theorems worked out in units and lesson plans. After a study of the Summa Sister reaches her peak performance. She can teach about God through, every medium because she has first learned to know God herself. Thrilled as by high altitudes, Sister has become acquainted with the science of God, has learned what~aan is, has studied the~ principles of human acts in relation to God. She has an appreciation" of the role of grace in the soul and has studied the life of Him who is the Way, the Truth, and the Life. Now that she has analyzed the means utkl-ized by the perfect Teacher, the Divine~Physician, the Greatest of all social workers--the means He has ordered for her and her pupils to share His life--now that she. ha~ this equipment, she can gear every moment of her day to the perfect love of God. A survey of Sisters with graduate training in secular subjects will reveal that few have used more than a small p6rtion of the knowl-edge acqutred in Home Economics or Art or Latin at a university. The training in research, the materials, bibliography, the mental con-centration, the technique of organizing knowledge all are invalu-able. These, however, could be acquired and better orientated after a mastery of the queen of the sciences. If Sister has studied only the first twenty-s, ix questions 6f Prima Pars which treat of the nature and attributes of God, hers is a breadth of vision so vast as to leave her untroubled by all the petty things which disturb conventual peac~ of soul. Placed beside the majesty, t~e b~auty, the simplicity of God; what are the annoying manner-isms of Sister Alpha, the inconsiderateness of Sister Beta, the impru-dence of Sister Ghmma ? As~o.the.Holy Eucharist is the great, divinely-ordered means ~f 63 SISTER MARY JUDE transforming.the human soul into the likeness of Christ, so theology lifts convent life above the narrowest of confines, the most ov'~r- ~rowded horarium, the most pQorly systema'tized routine. From the study of the first part of the Summa Sister learns how great God and from the third part of the same work how much He loves her. No spiritual reading book can grip her soul with the irrefutable logii: of Saint Thomas Aquinas. Once these truths have become part of her life, what difference does it make if Sister Delta leaves most of the work for her, or if Sister Epsilon is congenitally unable to mind her own business? No unctuous sermon whose .resultant glow will be chilled by the first reprimand of a superior can fill her with the peace and joy which a knowledge ~f sacred doctrine brings. Theoiogy is thus definitel); needed by all members of our educa-tional system. There is not a Sister in the Catholic Church who feels :satisfied with the results of her teaching. "Ask Father in confession," ¯ will no longer sufficb. Problems brought to Sister by pupils and ex- ¯ pupils by parents and friends should ordinarily be solved by her. .All too frequently.' those turned away will lose their nerve long be-fore they reach the confessional. Many, many people have never :asked a question in confession in all their lives. They would not know at what part of the confession to interject their request for in- .formation. Besides, they feel th.at, knowing SiSter's sympathy and good sense, they would get an answer which would take into tic-count all the circumstances peculiar to their own situation all of which would call for an autobiography in the confessional. As for asking Father outside--oh, no, he's too busy--even though Father, like Sister, is eager to help them. Moreover, there is small danger that Sister is presuming to answer questions and pass judgment in matters requiring.a trained physician Of souls. One of the biggest and surest and most lasting lessons Sis-ter carries away from her study of the Summa is how mu~h she doesn't know! And as she packs a trunk bulging with all the "teaching materials" Sisters tend to accumulate, she doesn't wonder anymore if the v~orld is sneaking up on her, for if she could, she would fill her arms with the world that she might 'give it all back to Christ. IEDITORS' NOTE: Although we would not entirely agree with some points in tml arti_cle, we believe that it calls for careful consideration and perhap~ for some a~o~- sion. Communications on any of the points, pro or con. woUld be welcome.; 64 The blidden Life Michael Lapierre, S.J. T lif~ HE of Our Lord falls into two distinct parts--the hidden life and the active life. The one is predominantly a life o~ .~ prayer, the other predominantly a life of activi.ty. The one comprises a period of thirty years, the other a period of only three. Tile life 'of Mary His Mother'and of His Foster-Father St. Joseph. was, moreover, scarcely ever in the public eye. As .a root supports and steadies the stalk and flower, so they supported and prepared, their Son for His future ministry. So in the hidden life of prayer, penance, and silence led by many in the world today whether in or out of religious orders and congregations, whether with or without vows, we find the root fixed in the good ground by the bank of living waters. This root supports and helps to energize the vast apostolic enterprise of the Church of Christ in the vast chaos called ~ the modern world. It may seem strange, in an age when there seems so much need of active work in the Church and outside of it, that the Church leaves. thedoors of.her monasteries sealed up, does not send a trumpet call to her monks and nuns to rise from their benches of prayer, to doff the robe of elected silence, to step forth from'the monastery wall and cry forth, like the Baptist, the words of light, of life, and of salva-tion. It may seem strange that the Church chose a contemplative as a patron for that most active 0f her activities. For over her intense as well as.extensive mission activity the ChurCh has placed the Car-melite contemplative, St. Thir~se, the Little Flower. And it makes us re~flect a little too when we read of Plus XI singling out a monastery of Trappist monks in the vast mission field.of China for special praise ¯ and commendation. "What can these do in the mission field?" we are tempted to ask. Missioners must instruct, preach, baptize, con-firm, perform marriages,.absolve, be at the ready call of the sick and ¯ the infirm. And how can a monk do this! Yet it is not too strange after all, if we reflect for a few moments upon a few salient truths. Only let us not forget that we are speaking , now as men possessed of the precious treasure of the faith wherein so many things are made clear to us at which unaided reason might~ fumble and endlessly stumble. Yet it is not out of place to mention MIdHAEL LAPIERRE Ret~iew for Religious that¯ pagans in their higher moments did not fail to set abundant stress, upon thefimportance of contemplation. 3apart had her bonzes; China had her monks. , And whatever the motives and intentions of these religious d(votees were, nevertheless there was somewhere.in the depths of their minds, a realiz, ation, dim and distant perhaps, that the better part in the life of man was, after all, contemplation. We are all familiar with the episode .in the Old Testament where-in Abraham is asked by God to sacrifice his Isaac, his only bqgotten and beloved son. It ~vas a hard test of faith and God meant it to 'be so. Abr~ih'am bent his mind to the trial and prepared to carry out God's injunctiofi. But as he raised the sacrificial knife which was to spill:his son's blood upon the altar of holocaust, an angel stayed his hand, saying: "Lay not thy hand upon the boy, neither do thou any thing to him: now I know that thou fearest God, and hast not spared thy only begotten son for my sake'." "At once ~e see that God was pleased with Abraham's intention. And God blest Abraham because in the strength of. his faith'he had bent his mind to the ful-fillment of God's will, though it seemed to Contradict one 6f the promises a~lready made to him. We are not so familiar per.haps.with that passage in Psalm 49, ¯ where God so emphatically insists through the mouth of His P~alm- "ist that internal holiness must accompany external worship. Here i~ the passage--"Listen my people and I will speak, Israel; and.I Will bear witness.against thee: I afi~ God, thy God. Not for thy sacrifices do I chide thee, for thy burnt offerings are always before me. I will not take a, bullock f~om th3~ house, nor he-goats .from thy flocks: For all the wild aniinals of the forest.are mine, the thousands of beasts on my mountains. I know all the birds of the air, and what moves in the field is~known to me. If I were hungry I'would not tell you: for mine is the world and what'fills it. Shall I eat the flesh of bulls? or drink the blood of he-goats? Offer to God the sacri/ice of praise, and pay thy vows to the Most High. And call upon me in the day of trouble; I will deliver thee, and thou shalt glorify me." From this we gather then, that all our external activity, all our efforts ha~'e little or no ,value bdfore God, if our ~minds and hearts ire ,no't in harmony with Him, if we are not seeking him in all "our doings. - We recall too how Gabriel responded to Daniel the Prophet who with prolonged piayer-lnterceded for his people: "From. the ~begin- " ning of thy prayers the word came forth: and I am come to shew it to. thee,, because thou art a man of desires: therefore do thou mark 66 March, 1953 ., THE HIDDEN LIFE the word and understand the vision"~ (Dan. 9:22). Because he was a man of desires, a man of prayer, therefore a man with his mind turned towards God, Daniel's prayer is heard and God reveals him-self to him in pra~yer. Many, many tim~s we have heard repeated or have used ourselves the words of Our Lord to Martha concerning Mary Magdalene: -"Mary has chosen the better part which shall not be taken away from her." And to this saying of Our Lord we. may add another less familiar, spoken to His disciples who asked Him why they could not drive the devil out of the boy: "This kind goeth not out but. by prayer and fasting." All these instances show that God fin~Is as much'delight if not more in the 'supreme effort of man to keep his thoughts subject to God as He does in the supreme effort of man to plant the divine truth in other souls. When we bow before the Will of God. when we strive to extend our mind into God's breadth of view, when we b~nd the whole energy of our being into praising, reverencing, and serving God then we are practicing the Apostolate of intention. All*men must practice this to some degree. For all rrien are by -nature reflective animals. They like to turn in upon.the truth ~hich they have discovered---if they are action-inclined, with a vie~- gen-erally to further action: if they are contemplation-inclined, for sheer love and'joy. The missioner and the contemplative each c~rries on a warfare for souls his own soul and the souls of others. While the missioner works in the macrocosm, we magi say that the contem-plative works in the microcosn~. The contemplative finds God in the' depths of his own thoughts, the missioner finds God in the souls for whom he is spending himself. The contemplative is constantly employed in tapping the source of supplies whence flows the grace of God; the missioner ,is directing this supply" to souls. In the redemptive plan of' God each has his activity, each his definite purpose. Nor are.these 6perations opposed to one" another, but rather they are complementary. In the words of St. Paul, "There ar~e diversities of graces, but the same Spi.rit; and there are diversities of ministries, but the same Lord: and there are diversities of opera-tions, but the same God, who worketh all in all" (I Cor. 12:4-.7). Nevertheless because we are human clay equipped with senses easily and quickly captivated by creatures, perhaps 'because we are a fallen race filled .with the pride of life, caught by the glory of re-nown. haunted by the eclat of reputation, thrilled to be. in the public 67 MICHAEL LAPIERRE Ret~ieto for Religiot~s eye and to have our name trumpeted on the lips of men, we rush for-ward, or set high in our estimation the active phase of apostolic en-deavor: For when all is said and done, has not St. Paul received abundant glory through the ages for his ceaseless journeyings in the cause of Christianity? Think of St. FranCis of Assisi, the troubador "of God singing his way into the hearts of the sinners a'nd of the poor of the Middle Ages; think of St. Catherine being the counselor of kings and popes; St. Francis of Sales winning the stern Calvinists by his disarming evenness of temper and charming good humor; St. Philip Neri entrancing the stolid Romans by his laughter and even saintly jocularity; St. Teresaof Avila, a real Napoleon in her struggles for the reform of the Carmelites. There is a strong appeal in this active apostolate; an appeal enhanced by the passage of time and by the softening of the cross's painful outline in the blaze of .after-glory. "They are the heroes," we say. "How I would like a career like that," or "@hat's the'life for me." "If only we could set the world on fire as they did. If we could cast our lives in such a mould." The supreme success of it dazzles us indeed! Two Apostlesj bad the-same thought that we have had when they sat near Our Lord one day and brazenly asked Him, "Lord may we sit, the one on Thy right hand and the other on Thy left in Thy Kingdom? , And Our Lord replied, "Can you drink of the Chalice of which I shall drink?" As they, so we overlook or forget to see th~ pain and the penance~ paid for such renown. The.glory came only after the crown was. won. If we wish to be realistic we must concentrate on the prelude to alFthis glory. We should see St. Paul, ','preaching not ourselves, but Jesus Christ' Our Lord; . . . in all things suffering tribulation,-but not distressed; straitened but not destitute; persecuted but not forsaken; cast down but not pe~rishing: always.bearing about in our bod~, the mortification of Jesus, that the life Of Jesus may be made manifest in our bodies" (II Cot, 4:5, 8- 10). Hear him cry, "Let us exhibit ourselves as the ministers of God in much patience, in tribulation, in necessities, in distresses, in stripes~ in prisons, in seditions, in labors, in Watchings, in fa~tings, in chastity, in knowledge, in long-suffering, in sweetness, in the Hol~ "Ghost, in charity unfeigned, in the wo~d of truth., as dying, :and behold we live; as chastised, and not killed; as sorrowful, yet always ¯ rejoicing; as n~edyl yet enriching many; as having nothing: yet pgs-sessing all things" (II Cot. 6:4-10). We should hear him say, "God forbid that I should glory save in the cross of Our Lord Jesus Christ 68 March. 1953 THE HIDDEN LIFE by Whom theworld is dead to me and I to the world." We should picture to ourselves St. Francis of Assisi contem-plating and praying to God on the lonely and solitary slopes of Mount Alvernia: St. Catherine drawn' from h~r loving contempla-tion of her °Saviour into the world of turmoil and dissension: St. Francis of Sales pouring out'his soul in prayer to God: St. Philip Neri as the "Hermit of the Streets" whose "little room l~ad a bed in it but that was not always used. Many nights Philip stayed,,up praying or wandering in the Campagna. When he did sleep it was as like as not on the floor. He hung what few clothes he had on a cord stretched from wall to wall." (T~ Maynard. M~cstics in Mot-le~ . page 25.) These are a few indications of the lives of prayer and penance led by men and women whom we know to have been extremely active in the work of spreading God's Kingdom on earth~ Their days and hours of contemplation are concealed beneath the radiance of their active lif~. But just as the sun's rays blind us to the sun, so the glory of these saints' public l~fe shields from us the depth and the richness of their hidden life. And yet, as' ~ith the sun, so with them the brilliance of their renown takes its splendors from the ~ullness Of their prayerful nights and silent days wherein the energy of their souls and bodies spent itself upon God and upon His truth. With their whole souls they sought God: and loving Him with all the fire of their whole being enriched by grace, they loved other men and all things in this one all-consuming love. They set in order and tried to keep aright, the creatures in the little world of self before and even wh~le venturing among the creatures of the larger world of God's creation. In all they strove for God--in everything they sought to live the morning offering made to the Sacred Heart. ' This was-the, hidden life behind, shall we say, the feverish activity: this was the wellspring that on no account they allowed to run dry. If in the earthly life of Jesus we find such a startling proportion between the 'years spent amid the hills of Nazareth and years spent on the stage of public life; if ia the lives of the saints we find the sami~ preponderating inclination to slip into prayer, penance, and seclusion, surely we have a truth to learn and a lesson to practice in imitating Him and His chosen souls. The Church, the Body. of Christ, has caught this lesson; there-fore she cherishes with a jealous love and guards with zealous ca~e those of her members°taking Nazareth for their ideal and the prayer-z 69 MICHAEL LAPIERRE ful life of Mary and Joseph. f6r their model. Fbr she is quite aware that they carry on a very vital, though, unseen activity, just as Mary and Joseph performed a very important task in ~uarding, feeding; cI~thing, and teaching the Son of God. For they, walking in the footsteps of Joseph and Mary, guard, feed. c'l~)the, and'enrich today the Mystical Body of Christ. As consecrated workers of Jesus Christ. we need their intercession and support. Furthermore we need to strengthen the life of grace and of union with God ~n our own souls. If we have, a realization of the value of the Hidden Life we shall go ab6ut this with a wil!. To the degree to which we have formed in ourselves a knowledge and a love of J~sus Christ. to that degree even in the midst of the heaviest .and the most annoying work we shall find our minds and our hearts stealing back to taste and to relish the sweetness of the Lord. To Him our desires will fly as to a'harbor and a refuge; for Him our. whole soul will yearn: 'Who will give me wings like a dove and will fly and be at rest." "I have sought him whom my soul loveth . I have found him and I. will not let him go." "I have loved O lord the beauty ofThy house and the place Where Thy glory dwelleth." "How lovely are Thy tabernacles O Lord of hosts! My soul longeth and fain,teth for the courts of the Lord." It is the v,r-" rues of the Hidden Life that we must sow'and make to take root and flourish in. our souls. The better we succeed in this planting the more contemplative our lives will become. And the ,more contem-plative our lives become the.deeber and richer will be our knowledge of God and of His. love. The deeper and richer our knowledge and love of God becomes, the fuller and livelier becomes our Apostolate of Intention. For then we shall move about our daily tasks, then we. shall face our duties, then we shall ac'cept the disaplSointments of each day, then we shall welcome the joys of our pilgrimage, With one thought, with all the ene.rgies of body and soul, senses~and mind concentrated on one object, ,the seeking and the serving of God in each and everything that we think and say and do. For, "Many Waters cahnot quench charity, neither can the fl.oods.drown ,it. If a man sh6uld give all" the substance of his house for love he shall despise it as nothing." ' ' PROCEEDINGS: SISTERS' SECTIONOF CO'NGRESS Religious Comrnunitg Life in the United States. The Proceedings of the Sis-ters' Section of the First National Cgngress. Of Rel!gioUs' of .the United States, which was.held at Notr, e Dame, Indiana, last August, can now; be obtained from the Pau!- ist Press, 411 W. 59tbSt., Ne~, Ysrk 19, New York. $2.50. 70 I:::at:her bler!:ling on I nt:usefl Cont:empla!:ion Jerome Breunig. S'.J. 44~UT do not think you are mystics just because you have read ~ Garrigou-Lagrange's Three Ages of the Spiritual Life," said the rector of a major seminary who had been urging all to buy and read the book. The laudable prOmotion of books on the :mystical life often produces two very different reactions. Some are inclined to make too little of the possibility or desirability of mysti-cal graces, while others tend to be enthusiastically over-optimistic and. after some quickl.y digested reading, imagine they are in the "fifth mansion" as soon as they experience a few moments of serene prayer. In his manual, Theologica Ascetica. Louis Hertling, S.3., presents the basic, element.ary facts of mysticism b¥iefly and concisely, and in a way that 'inculcates respect in those iiaclined to be cynical or slighting and prudent reserve in those who would seem to expect to attain to infused contemplation in ten easy lessons. Father Hertling taught a course in ascetical theology at the Uni-versity, of Innsbruck and later at the Gregorian and Athenaeum Pon-tifical Universities in Rome. He first published his lectures in 1930 under the title, Lehrbuch clef Ascetischen Theologie. His lectures in Rome were published in 1947 by the Gregorian University Press as Theologia Ascetica. The present a'rticle is drawn from the section in the latter which treats of the way of the perfect, numbers 327-367. It does not attempt to reproduce the entire content but rather some of the more practical directives found in the treatise. Father Hertling's ideas about the theoretical problems of mysticism, the essential nature of it, and so on, are not accepted by many other theologians, but still ~they are well worthy of consideration and respect. His practical directions seem. very sensible and excellent. A mystic is defined as one who has infused contemplation, and infused contemplation as a perception of God orof the mysteries of faith wbii:h is beyond human powers. This perdeption is not miracu-lous as the vision the shepherds in Bethlehem-received, as bearing a voice from heaven, or as a prophet's infused knowledge.of, future events:~:. It is not necessarily altogetbe~ new knowledge, bur"it is a new way of knowing as the beatific vision is a new way of knowing. 71 JEROME BREUNIG Revieu.~ for Religious In fact, infused contemplation is in. the same order as beatific knowl-edge, but it lacks the clarity, extension, and permanence of the oter-hal vision. In the natural order, some of our knowledge is proper, some analogotis. We have proper knowledge of what we perceive through our senses. Of spiritual, suprasensible, and supernatural reality, such as, of God and of the, mysteries of faith, we can have only analogous knowledge naturally. But' supernaturally, through the mystical grace of infused contemplation, the favored soul receives more than that: it receives a proper, that is, a sort of immediate, experimental knowledge of the things of God. The definition 'of infused con-templation can therefore be stated: an experimental or at least quasi-experimental perception of God and of the divine mystdries. In simpler language, the mystic might be said to "sense," "touch," "experience" God. In the beatific vision we shall see God face to face, we shall know God as we are known by Him. This description by St. Paul (I Cot. 13) is magnificent and clear, but he does not explain how the finite mind attains the infinite. Theologians have proposed theories, .but all agree that the beatific vision is a~mystery in the strict sense of the word. Infused contemplation presents a somewhat parallel case. A mystic is said to "experience" God, and theologians propose theories to explain this divine experience. Such investigation is challenging and serves to increase the awe of the searcher before the grandeur of the divine, but it does little to unveil the mystery of the divine opera-tion. Father Hertling merely mentions a few of the theories and then quotes from his former colleagi~e at the Gregorian University, the late 3oseph de Guibert, S.3. "Many place the essence of infused contemplation in the soul's becoming directly and immediately con-scious of the supernatural gifts which it has received from God, and in these gifts attaining God Himself and through them His presence and action in themselves. There is no immediate intuition of God but an intuition in ~ mirror, in some objective medium . Nor must it be thought that the object of contemplation is not God Him-self but only his gifts. For these gifts are not only a mirror or medium in which the soul attains God, not by a dialectic process or reasoning, but intuitively, as when I see an object in a mirror, my attention does not stop with the mirror but is wholly taken, with the object that is seen in the mirror." (Theologia Spiritualis Ascetica et Mgstica, 399,401.) 72 March, 1953 I N FUS ED CONTEMPLATII21~I Some Questions Is the grace of infused contemplation ordinary or extraordinary, relatively rare or frequent? Do all have a vocation to it or only a few? Is infused contemplation the normal goal and crown of the spiritual life or not? There is a difference of opinion among theo-logians on these questions. In general, Father Hertling's position is. that ~he grace of infused contemplation is extraordinary and rela-tively rare, that not all are called, and that it is not the crown and 'goal of the spiritual life. He is careful, however, to make proper distinctions on each qiiestion. ~ Is the grace of contemplation extraordinary? It is if understood simply as not customary. But it is not in the sense that it' would be rash to wish it for oneself, to pray to,receive such a grace, to prepare dispositions as occasion offers, as it ,would be imprudent to seek visions or the gifts of miracles. Is it relatively rare? Those who deny that contemplation is rela-tively rare say that all who are in the state of grace possess it because it is the specific effect of the gifts ,of t,he Holy Ghost, which are in-fused with sanctifying grace. Sin~e it seems contrary to experience that all in grace have infused contemplation, those who hold this opinion say that the contemplation in the imperfect is still below consciousness, and, as perfection increa.ses, or as the soul is more and more freed from inordinate affections, the infused contemplation enters more and mo~e into consciousness. After agreeing that infused contemplation is an effect Of the gifts, or rather that it is a special gift of th~ Holy Spirit, the author gives this ~refutation. Infused contemplation is an act of the intellect or~ at least, it is to be considered in the category of actions and not of qualities, or habits. Now, an unconscious act of the intellect, or an illumination of the mind that is not perceived, seems to be a contra-diction. For this reason, it seems more correct to say tl~at the.gifts infused at the time of justification place in the soul a remote disposi-tion to receive contemplation, but contemplation itself is had only when it enters into consciousness. It would not be necessary for the favored soul to know this rdflectively,, for he could have infused con-templation without knowinlg it was such, or knowing that it wa~s something that others did nbt have. The point is, if it is perceived I in no way~ it is not present.] Are all called to contemplation or only some? This. call can be compared to the call to perfection. There is a remote call for all, if 73 JEROME BREUNIG': ~ Review }'or Religious the reception of sanctifying grace with the ~ifts of the Holy Spirit is considered, sufficient for such a Vocatioh. The author denies a,proxi-mate vocation for all. God does not promise .this grace to. all ',who to-operate as well'as they can with the grace they receive, for God does. not lead all by" the same way, nor does He want to.' God can ~ompensate for the absence of infused contemplation by giving :othei: graces to. help ~i'man attain perfection. Of course, 7the man with in-~ 'fused contemplation will advance more easily and can more re~idily advance .higher on the w.ay of perfection. The not-unrelated question of whether infused contemplation the goal and crown of the spiritual life is answered in the same way. Perfection, or. the goal of the spiritual life, is judged l~y the heroic ~,irtue of a man rather t-ban by his method of prayer. As said above, o ] a, man can attain.perfection without co, nterflplation. Contempl.ation, then. is rather a very efficacious means to reach the goal than the goal .itself. On" the Value of Contemplation The author steers a: middle course between the two extremes found among spi~i.tual directors. On the conservative side arethe spiritual directors who fear infused contemplation in souls hndet ~heir direction, are always afraid of illusions, and try severely the sbuls who may show signs of" contemplative graces. On 'the ovef-enthusiastic side are those who woul~l urge a.nd persuade all novices and young religious that they al~eady have ~or may soon expect in-fused contemplation. These 'men are often deceived by the theories spoken of above, such as the universal call to contemlSlation. Even the theologians do not understand these theories as some dir~ectors would wish to apply them, In this way they~le.ad souls, a~'S~. The-resa says; to'intrude themselves into mystical paths where ihey carry on as fools. On the other hand, infused Fontemplation is not as rare as many b~lieve. The highbst levels are very rare but not the qesser grades which are still 'true mystical states. It would not be tOO much to expect tofind one Or 6ther true contemplative in a large~ religi.ous community, and this not only ~m0ng':'jubilarians. Norneed such religious'be parii~ularly conspicuousbr riecessari.ly revered a~ tibly by '~'11. When a spiritual director meets,such a soul, he need not be filled witl~ dismay. I~ is not too urlusual or da,ngerou~: 'Generally speaking, graces are not dangerous. Illusions appear when there is question~ of something other than contempI'ation itself, such as visions, revelations, supernatural commands.' Of such phenomena March, 1953 INFUSED CON:FEMPLATION Father.i-iertling says: "'I would not believe one in a hundred or even one in a thousand." It can happen that one believes he has infused contemplation when he only has affective prayer. But even this is not harmful if it has the effect of f6stering.,the practice of virtue. When the diredtor investigates too much in these matters, intro~- duces.special trials, and especially when he talks too much about them, he may not only disturb but even cause ,the person he is directing to form too high an opinion of himself. The effects of ihfused'contemplation are ve, ry powerful and most desirable, especially when they occur ~ frequently. Success in living a life of virtue depends on,holy thoroughly the Interior life is pene-trated with the truths of faith. A man will constantly practice heroic virtue 0nly when he is completely penetrated with the truths so they.hold sway in his heart and mind over all else. This interior state can be acquired with labor by ordinary means such as medita-' tion. but it can be attained more quickly and efficaciously with the help of thatspecial light sent from above. In" an ordinary-state, the truths of faith, known only analogously and not directly, have less psychological efficacy, and this must be renewed continually by un-ceasing laboi. In infused contemplation, a man acquires a qug~i-experimental knowledge of divine trutbs so that supernaturalrrib: tives have the same or even greater cogency than natural ones. There is real danger when a man leaves the ordinary way iore: maturely and on his own. thinking he already has contemplation when he does not have it. This happens especially when be assumes privileges. True mystics do not have ' privileges." Such a ofiehears that contemplatives find discursive rheditation difficult a-nd. in time. impossible, and mistakenly thinks be is a m)istic when. because"~'of sloth or lack of training, he finds no delight in mental 15~?ayer anal does not m~ike any progress. Infused contemplation is not attainiid by'leaving off meditation: thi? would rather cut short an~ hope whatever of acquiring it. Since even authentic mystics are not always illumined by contemplation,~ they must in the in~erveni'ng time return tirelessly to ordinary ways of prayer. Again, an immature ~eligious he~ars that contemplatives ~re under the direktion of the Holy Spirit, as though contemplation would act )is a spiritual director, and therefore thinks that he'can now act freely and without'the counsels of older me'n. These illu-sions and dangers do not rise from contemplation itself, but from the error of those who do not have it. It can be seen that out-of.'seasdri 75 ,JEROME BREUN[G admonitions that all are called and must tend to contemplation could do more harm than good. Conditions and Dispositions Since contemplation is a. gratuitous gift of. God, it is not easy to determine the conditions or dispositions that would be more favor-able to the reception of this grace. The best natural dispositions for infused contemplation would seem to be a clear mind, seriousness of purpose, and a simplicity or harmony of character. Contrary. dispo-sitions would be genius and a highly imaginative or emotional na-ture. Too much versatility and talkativeness would also seem to be hindrances. In general, mystics are not reformers, innovators who blaze new trails, or critics. A youthful exuberance would also seem unfavorable. A maturer age (after 40 or 50) and a more tranquil outlook are required. Ordinarily, mystics are men with few ideas, but these are sublime ones. Sometimes their writings tend to be monotonous, continually presenting the same round of thought in the same style. Universal spirits such as St. Bernard and St.Theresa of Avila are the exceptions rather than the type of the true mystics. The ~study of mystical theology, association with mystics, and reading their books does not help directly. It can help indirectly by stirring up. interest in the study of the things of the spirit. Infused contemplation is not "contagious." There is no such thing as a mystical movement in the Catholic Church. Collective mysticism is almost certainly a sign of false mysticism. The best deoeloped dispositions for infused contemplation are magnanimity, the spirit of sadrifice, separation from the wbrld, self-denial, and an intense application to prayer. Without the greatest' diligence in cultivating mental prayer, persevered in over the years, there is hardly any hope of attaining to contemplation. The need for chastity and mortification is clear from the examples of the saints. As it is the best way to sanctity, so the religious life provides the most suitable form of life for the cultivation of a life of prayer. Con-templativeorders are particularly.adapted to help their members at-tain this higher state of prayer. It is not going too far to see in a vo-cation to a contemplative order a proximate vocation to infused con-templation. Still, the membe~ of a contemplative order who does not have this conten~plation is not on that account a poor religious, for the purpose of the religious life is always Christian perfection, which can be had without contemplation. But even those who live an active life dedicated to works of charity for others can attain contempla-tion as is attested frequently in the lives of, missionaries. , Xavier t:he Missionary J. J. De~ney, S.J. ALTHOUGH more than ten years elapsed from the time Xavier landed in India on May 6, 1542, until his death on Decem-ber 3, 1552. less than four years and ten months.were spent in the Indian phase of his apostolate, and even this time was very much broken up by movements from one place to another. The field in which he v~orked longest was the Tamil-speaking sections along the Fishery Coast and the southern coast of Travancore, and even there his stays totalled less than two years and were spread over a coastline considerably more than a hundred miles long. Making liberal allowances we can admit that Xavier ma~ have spent seven-teen months in Goa, but these months were diyided over the whole ten years of his stay in the East, and much of the time here was spent in working with the Portuguese and in administrative work. The time Xavier spent in mgving from one part of India to another. usually by sea, certainly totalled up to many weeks and probably months. The remaining time~ includes stays in Cochin (at least seven different times). Quilon, Bassein, Negapatam, and Mylapore. We must remember too that Xavier's work in Goa and the coastal towns of the Por,tuguese was much different from that among~ the Tamils of the south. Yet in spite of such a sho'rt-lived and diversified apostolate Xavier was to become the "Apostle of the Indies," and to be known and revered as such throughout the world. Few saihts are better known and loved than Saint Francis Xavier. and no country is more closely associated with the name of Xavier than India. How did Xavier merit such a close association with India in these few years of work in our country? Since Xavier's most typical missionary work was in the South. we will first consider his work done there. ~ In late October'of the year 1542 Xavier arrived on the Fishery Coast as the ~only priest among twenty thousand recently baptized Paravas in desperate need of religious instruction and speaking a language which he did not know. He set to" work energetically: studying the language, in-structing the people, and baptizing their children. " In a country where the birth-rate is high and life-expectancy is J. J. DEENE¥ Review for Relioious low. we can easily imagine that the unbaptized children who had ~been born since.the priest was last present among .the Paravas num-bered at least four or five thousand, for it is not likely that the unin-stru. ci~d Paravas baptized their children. Besides this. Xavier bap-tized many,dying babies of pagan parents: in one letter he tells us that bebaptized over one thousand babies who died soon afterwards. Thes~ facts alone would explain Xavier's great preoccupation with baptisms, which is reflected in his letters. However. be also baptized great numbers o'f pagan adults, first of all on-the Fishery Coast whe're he tells us his arm often becfime tired from baptizing new converts to the faith: and finally in Travancore where he himself testifies that be baptized ten thousand in one mon(b among a people who 'bad never before been introduced to Christianity. ° ,It is true that Xavier did not requird a prolonged catechumenate prior to baptizing, and that his "'quick" .baptisms of~ pagan adults wot~ld surprise us of a more exacting age, but we must realize tile cir-cumstances in which Xavier worked. When be came to ~heFishery Coast be was confronted with the immense task of instructing twenty thousand new Christians. baptizing their ~hildren. and gaining new converts. Necessarily the instructions had to be on a limited scale. The people were uneducated and Xavier had to rely for the far greater part on formulas memoi?ized in probably defective Tamil. To bring new converts to the same low'level of instruction witb"tbe rest~would not take much time. Xavier just bad to keep working, trusting in God, begging for more helpers so that be could raise the level of all. old and new Christians. and at least he had the cgnsolation of knowing that those Who died had been baptized." could be fairly sure of the stability of his new converts. The oppor. tunism which had led the greater number of these people to the faith would be a-strong inducement for all of them to remain Christians. for this would be their surest guarantee of protection against the Muslims. Meanwhile Xavier would work hard to supernaturalize their motivation and deepen their religious knowledge and their life of grace. ~ The whole movement among the fishermen of Travancore is but an application, on a grand scale of the same attitudes. Xavier had a sudden'opening, an invitation from a grateful local king to enter his territory and work among the fishermen who lived a!ong the coast. Xavier seized the opportunity and went swiftly from village to village briefly instructing and baptizing the people before 78 XAVIER THE MISSIONARY, the moment would pas.s: alrea'dy he-had .some help,.on tl~e Fishery. Coast when this new opportunity presented itself, and'he was confi-dent that new recruits for the mission would soon arrive from. Europe. These would have to consolidate the work. A modern missionary would perhaps be more cautious, and even some of his fellow missionaries;held a stricter view. Surely-one element which we cannot, excliade'in Xavjer's case is the prompting of divine grace, and We ha.ve, nogreater proof of this than the, strong Catholic .faith which still exists among .these peoples. Xavier's work in Goa and the Portuguese ,centres" wa~ cast in a different.mould, but was no less taxing on his energies. The Goa of Xavier's day was far frbm being a model of strong, religious life. Many of the Portuguese were soldiers of fortune away from the. type of family life that might promote even a modicum of decency. For their own sake of course these souls were important to Xavier: more; over, he saw that unless the life of the Portuguese presented a favourable picture of Christianity,.~tbe Indians would havi~ no inter-est in it. So ~a large amount of Xavier'.s attention was given to the Portuguese, preaching to them, hearing, their confessions, visiting the sick and those in prison, using every means of personal contact by ¯ .which be thought he could bring individuals around to'a better way of living. But the Indians were in no way neglected, and Xavier frequently put-aside special time for them and considered it his° greatest glory when he could find time. to.be with their children. - In all these .activities Xavier followed a very exacting time schedule. We know from the eloquent testimonies of Xavier's contemporaries that his presence infused a renewed spirit into the city- of Goa. In all fields of his activity Xavier's form of apostolate was ~tarkly dire~t. He could not afford to spend his time .producinig plays or organizing boys' ball clubs; there was too much to be done. Rather he approached the people ~ immediately off a highl.y spiritual level. He, tried to imbue everyone he contacted with a sense ofthe importance of .the part they must play in the work of. the apostolate. He considered the children ideal co-apostles, and frequently mentions, working through tl~eir instrumentality. His-letters to the King of Portugal find to the'local officials are ferven,t pleas-that they may do all they can~ to eradicate the abuses which are such.a hindrance to the work, a~nd:that~they may render every positive help they can. In his" numerQus.letters to his fellow ,Jesuits working.in India he constantly guides, and ~ncourages them. and we. know, from the testimony of 79 d. d. DEENEY Review [or Religious these Jesuits that his personal contact was a source o~ great inspira-tion to all of them. Even the letters which Xavier sent back to his companions in Europe produced great good for the work of the mis-sion in India, for each new letter was dagerly sought and widely cir-culated in the Jesuit colleges, and they captured young imaginations and set generous hearts on fire. Thus besides what Xavier did him-self in ministering to the good of souls, he gave a tremendous impetus to the work in India by imparting to others some of the warmth of the flame that burned within him. ~ But isn't there a negative side of Xavier's work in India which we should .not overlook if our picture is to be complete? It is very likely that the modern missiologist would not always find~ in Xavier's life the best exemplar of present:day mission theory." We find in Xavier's life no serious attempt at a sympathetic approach to the cultural life of the India of his day, nor do we see signs of his taking those means of adapting his ways to the ways of the people such as would later prove so effective in De Nobili's apoitolate. Xavier occasionally met Brahmins, but from the start he brands them as being "as perverse and wicked a set as can anywhere be found," and when he had one long talk about Indian religion with a learned Brahmin, he considered the fruits of the ~discussion not worth recording. Xavier knew that Indian literature is largely con-tained in a "sacred language," but there is no indication that Xavier ever considered learning this language. The fact that he started to use the vernaculars immediately is surely a strong point in his favour, but we have indications in Xavier's letters that his knowledge of the vernaculars was quite limited. After a year and a half of the two years spent in the South where Tamil was spoken, Xavier wrote, "I am among these people without an interpreter. Antonio is sick at Man'apar, and Rodrigo and Antonio (a different one)'are my interpreters. Thus you can imagine the life I lead, and the sermons I give, since they do not understand me, nor do I understand them. And you can imagine my efforts to talk with these people!" (29 Aug. 1544). / Also as we read Xavier's letters we feel that he did not seem to realize the importance, or at least the feasibility, of influencing 'the lower classes of India through the~intelligentsia. His own apostolate was carried on almost entirely among people of lower class, which can be explained perhaps, but it is harder 'to explain the fact that in his letters to Europe he regularly minimized learning as a requisite 80 March. 19~ XAVIER THE MISSIONARY for. the new missionary to India. Moreover, not only did Xavier fail to take positive means to identify himself with the chhUral life 6f India, but on the contrary Xavier, as we see him in his letters, is thoroughly identi~fied with the Portuguese; he was in continuous torrespondence with King John III of Portugal, and with the local officials, and had constant recourse to the Portuguese for. financial, legislative, and even military aid, nor was he slow to let this be known. He also required that all the new missionaries who did not know Portuguese should learn it immedi-ately upon coming to India. These might be considered limitations in Xavier's approach, but we must remember the sphere of action in which Divine Providence set Xavier's efforts in India. Si'nce Xavier's apostolate was either among the usually extremely poor fishermen or else in cities within the sphere of Portuguese influence, it' is natural that his attitudes s~hould he largely fashioned' by these environments. In the South he was absorbed in work for a people who were in constant danger of attacks, and for the sake of his people he had to be in close harmony with the Portuguese. In-the coastal cities ~ontroIled by the Portu-guese he had no other choice. Portuguese power would intrude itself whether Xavier wanted it or not. Actually much of Xavier's inter-~ vention with the Portuguese authorities was exerted in order t6 keep the Portuguese from hindering his work. Also we must realize that Xavier lived at a time, when Church and State were still very closely linked together, for good and for evil, and that he was working in a sphere where the State was actually willing to do much to aid the spread of religion, so it is natural that he availed himself of this aid as much as he could. This can explain Xavier's failure to adapt his ways to a more typically Indian society. It explains his failure to. consider learning as a necessary requisite for the new missionary. The apostolate of the Fishery Coast and along the southern coasts of Travancore re-quired practical men of robust health and solid virtue; for'the sea-towns controlled by the Portuguese he required good preachers also, apparently mostly for the benefit of the Portuguese, who were, for tl~e greater part, not so'much"in need of priests who could explain the fine points of dogma, as of priests who could shock them out of their attachment to sin. This brief description of Xavier's works helps us understand something of the accomplishments of.Xavier, and also something of 81 SUMMER: SESSIONS Review [or Religious the limitationk in his techniques, but it does not show us positi3~ely the tremendous force which,was Xavier. This can be gotten only by a direct personal study of Xavier. the man. the saint. Happily it is a study to which we have often applied our minds and hearts. Xavier is above all a marl entirely dedicated to God and absorbed in the work of winning s'0uls to God's love and life. Every line of his letters breathes this whole-soul absorption: nothing else matters: there is never a thought of his co~fort nor of rest: always the work to be done: .He is a man of intense activity, but the action never gets in the way of his deep union with God. His trust in God is unbounded i he fears only not to trust. 'Grace and nature gave him a heart with a great capacity for loving l~is fellowmen, and gave him great powers in influencing his. fellowmen. Indeed, although Xavier may not have made much contact with the higher cultural elements in India. he certainly, showed forth qualities which appealed strongly to all that was finest and typically ¯ Indian in those among whom he worked. For Xavier radiated forth a~ spirit, of profound union with God and of utterpoverty and detachment such as none of the Indian holy men could equal, and Xavier's deep sympathy for his people and willingndss to expend himself in their behalf was something unknown to their holy men, but appealing no less s~trongly on that account to the hearts of his people. Summer Sessions At Marquette University, Father Gerald Kelly, S.3. will con, duct a 5-day institute on Medico-Moral Problems, ~dune 15-!9. This instittite, which, covers all the provisions of the Catholic Hospital code, is for cfiaplains, Sisters, and other hospital personnel. Also, this summer M~rquette will inaugurate a program of studi.es leading to a degree of Master of Arts in the_ology. The program extends through,five summers, and provi~les two plans for the Master's de- .gree: one including a thesis,, the other without a thesis. The. intro~ ductory courses will be given in 1953, ,lune.22LJuly 31, by Fathers Augusti~ne Ellard, S.3., and Cyril Vollert, i.3. Among those who will conduct courses in subsequent years are: Fathers Cyril P. Dono-hue, S.,J., Gerald Ellard, S.3., Gerald Kelly, S.d., and Gerald F. Van 82 Mar¢~, ! 9~ 3 F~R YOUR INFORMATION Ackeren, S.J. For further information ,wi~te to: Rev. Eugene H. Kessler, S.J., Marquette University, Milwaukee 3, Wisconsin. The Institute for Religious at College Misericordia, Dallas, Pennsylvania (a three-year summer course of twelve days in canon law arid :iscetical theology for Sisters), will be held this year August 19-30. This is the first year in the triennial coursd. The course in canon law is given by the Reverend Joseph F. Gallen, S.J., that in ascetical theology by the Reverend Daniel J. M. Callahan, S.J., both of Woodstock College, Woodstock~ Maryland. The registration, is restricted to higher superiors, their councilors, mistresses of novices, and thosein similar positions. Applications are to be :;ddressed to Rev. Joseph F. Gallen, S;J., Woodstock College, Wood~tock, M& For Your Inrrorma ion " Scholarships for Librarians Mary.wood College, an ALA accredited library school, will offer three 'scholarships in librarianship for 1953-54 to graduates of ap-proved colleges. .Two of these scholarships are full tuition, $450, and the third; $350. The course of study for which' these scholar-shops are available le~ids to the, Master of Arts in LilSraria.nship. "They are competitive and are based on scholarship and background. Dead-line for application is May" 1. Address~ Marywood College, De-partn~ ent of Librarianship, Scranton 2, Pa. Futuramic Convention A Futuramic Convention will be held at Central Catholic High S~hool, Canton, Ohio, on March 31 and April I, 1953. Religious ~orders, colleges, business, industry, and branches of the service are in-vited to participate. Those interested can write for more information to Futuramic Cowcention Headquarters, Central Catholic High School, 4824 Tuscarawas Street, West, Canton 8, Ohio. Transparencies for .Vocational Project : A priest, wqrking on a project to foster interest in vocations to the Sisterhood, is: anxious to contact any priest or Sister who has a selection of 35 mm color transparencies depicting the everyday life of the Sister in th~ novitiate, the convent, the school and hospital, and in the missions at home and abroad. Write to. Fr. B. Megannet~, O.M.I., St. Patrick's College, Ottawa, Ontario, Canada. 83 Divided Attention P. De Letter, S.J. ONE of the most common forms of inattention during prayer is divided attention. Who does not know from experience what this means? We go to pray and sincerely try to apply our-selves to prayer. We pray the beads or the Divine Office, make our. meditation, say or hear Mass. But while the deliberate application of our mind goes to and stays on the prayer, another half of our mind, subconsciously or half-deliberately, is taken up with thoughts completely foreign to our prayer, Our interest, worry, preoccupa-tion, Our plans for the day or the week, are at the back of our minds, struggling to come to the fore and divert our attention. Even when we do not. wilfully give in, but strive as best we can, the play of the unwanted thoughts and images carries on ,in the background of our mind like another actor on a second stage. The "intruder" succeeds at times in drawing our attention away from prayer and lessening our application by fifty per cent or more. The resulting prayer looks superficial and shalIow. Our mind and heart seem to have little grip on the subject of\our medi.tation. Prayer is not exactly mere lip service. We still give a half-hearted advektence to the matter of our meditation. But neither vocal nor mental pra)'er is thorough, satisfactory. They do. not occupy us fully. No wonder we feel ,small and draw little profit from them. Could it be other-wise when our prayer is half-hearted? ,Can nothing be done? Is there little hope that sorhe day, with the help of His grace, things maY improve ? Human minds are naturally fickle and prone to divide attention among many objects. This is particu~larly true when they are at-tracted to things other than uninteresting duty. But what makes matters worse is that we train ourselves to divide our attention. The inevitable amount of' ~outine occupation, both Spiritual and tempo-ral, found in regular life a~tually fosters this division. Besides, the advice of spi'ritual authors often tends to emphasize this training for a "double life." Some routine work develops a mechanical Way of acting which demands and generally takes little attention. Without allowing itself to slip into inattention ~hat harms the work, the mind can pursue a different train of thought on its own. How many ideas originate in this twilight zone! While we are performing routine 84 DIVIDED A'VFENTION tasks, oar real intere, st follows up its own spe.culations. In regular community life, moreover, we are positively encour-aged to divide our attention. When we do manual work, we are " to keep our mind occupied with spiritual thoughts that can keep us united with God. When at meals, we are not to be too much en-grossed with the material occupation but "to let the soul have her food" in the reading at table or in pious reflections. We are definitely asked to train ourselves to divided attention. Nor is this practice to be cofifined to exterior occupations. 'When reciting our rosary or saying the Office, there is no need. to try to pay attention to every word. While saying the 'Hail Marys, we are to reflect either on the mystery, on the person to whom we pray, or on our special intention. While reciting a psalm, we need not follow the meaning of every word (who could do that?), but we may keep ¯ our attention on its main idea or on some striking phrase or thought. In that manner we expressly foster, in our very prayer, a psychology of divided attention. Is it surprising that something similar happens when we do not look for it and wish to give ourselves fully to prayer. After developing the habit of dividing our attention, both outside of and during prayer, we must not be surprised to find the habit coming into play even when we are not planning on it. Obviously, divided attention is not all wrong. We cannot help dividing our attention. A spiritual life that is not confined to chapel or prie-dieu but penetrates into our day's work is not possible with-out it. The spiritual advice we are given about attenti6n in spiritual and temporal duties is certainly right. We do ~ell in following it. There is nothing wrong with that divided attention which we foster deliberately. It is a means of saturating our action in contemplation, of making our vocal prayer approach ever closer to mehtal prayer. It is a fact, nevertheless, that the habit of deliberately dividing our attention is not without harmful consequences. We suffer from these when we turn our minds to set period~ of prayer. The habit is prone to act in an indeliberate manner. Such is the mechanism of every habit or second nature. This may evidently hinder our pur-poseful action. Trained to divide their application, our minds often do 'so spontaneously just when we wish to concentrate on one sub-ject. A special effort is required, to counteract this natural and de-veloped propensity. To know ,the factor~ that favor the indeliberate activity of the divided-attention habit is the first step we can take to oppose them 85 'P. DE L~TTER Review ~,or Religious effectively and neutralize their influence., The~se may be divided into three groups: affections that occupy one's emotional powers, such as, desire and hope, fear and anxiety: thoughts and memories steeped in emotional content: new sense-perceptions which we are permitting or seeking here and now. These are factors to be reckoned with. ¯ The shallowness of prayer that is,caused by the habit of divided attention cannot be remedied completely. 'There is no need ~o at- ¯ tempt the impossible. To prevent every surprise of divided attention would require a vigilance so sustained that it could not be demanded in. our every day duties. The power of the habit can be lessened and controlled, but the habit itself can hardly be rooted out'altogether. We can go far in learning to control its spontaneous activity by fol-lowing the wise rules given by the masters of Catholic spirituality. Our emotions, desires, hopes, anxieties, fears are among the chief causes of the thoughts and images that disturb our prayer. A two-fold effort can check the noxious action of these worries and preoc-cupations. First is the long-range strat.egy. By personal effort and with the help of gr.ace we can train ourselves, to control our emotions. We can prevent them from upsetting our peace of soul. The measure of success in this effort varies for different temperaments, characters, ai~d graces. Some are easily excited, preoccupied, worried. Others can take things more evenly. Not all have th~ same will power~ Not ail receive the same graces. But those called to a state of perfection or to the priesthood should possess this self-control to a marked de-gree: this is part of the vocational fitness and they are in a position to inirease'it steadily. .This self-mastery and habituai'peace of mind is-nothing else than the remote preparation for pra3ier which spiritual authors, without exception, recommend. Secondly, spiritual authorities also insist on immediate prepara-tion. -This consists in arranging for a psychological transition-stage from exterior occupations to prayer. This transition must be gradual, It must allow a peaceful and organic switch-over from the .one to the other. It may not be mechanical. Our psychological make-up is such that sudden transitions c6mmanded by sheer will power or whim rarely succeed. What occupied the mind before prayer stays on and continues to hold us" half-consciously. We must allow the hold to decline gradually. Before prayer we must give our mind and heart a chance to shift from @hat occupied them before, and to turn peacefully but definitely to prayer. To make this mgve :effective, motivation is important. We may find. motives by asking 86 March, 1953 DIVIDED.ATTENTION the traditional preparatory questions': "What ain I ,about todo?" "To Whom am I going to speak?" The better we manage this trari-sition, the greater the chance for success in forestalling divided atten-tion. The same twofold effort for remote and. immediate preparation l~elps to ,redu.ce the harmful influence of the thoughts and memories steeped in emotional cbntent that stay on in the mind during prayer. They are reduced as a cause of distraction by habitual union with God, habitual self-control, and a determined immediate l~reparation for prayer. The third source of divided attention is easier to"dr~/up." ¯ It is ~w~at we'see and hear around us during prayer. To allowthe eyes and ears to prey for .new sensations is evidently looking for trouble. Why invite images to enter, when they have to be dismissed at once? A suitable place for prayer should eliminate most divided attention from this source. It may happen that remote and proximate preparation for pra~,er meet with 0nly partial success, for instance, on occasions of marked emotional disturbance, whether of great joy or of great anxiety" When we have been half-hearted in our effort and are paying the price in half-distracted prayer, can we still do something? Can we go agains~ distractions and salvage a little of our prayer? A: condition for success is to nouce the distraction and to desire to overcome it. We are able to notice it, for our mind.is not fully~ taken .up by the distracting thoughts. We can also desire to remedy the situation. Our very dissatisfaction is a first step towards im- -provement. With the help of grace we can rouse ourselves to effecliive volition. '.The following considerations might prove of help in con-trolling and counteracting divided attention. A.first means is to arouse a desire for,.real prayer, for real union with God. We can desire, or at~ least desire to d~sire, this deeper contact with God. We can express this desire by asking for grace. Unless we really wish to pray, we are not likely to make ~he needed effort. In prayer, our effort and God's grace go hand in hand. The desire must be rooted in the awareness of our need for contact w~th God who.is our strength and happiness. A life dedicated to God has no meaning without real union with Him. The awareness of what we are and do should excite a genuine desire of actual union with God. Aided by grace, this desire should grow strong enough to tin-saddle distracting affections. This will .not always succeed. Our worries may be too pervading 87 P. DE LETTER and penetrating~ When it fails, it might be useful to pray about°our distractions. One way of unifying divided attention is to bring the troublesome care to the fore and to center our attention on it under God'~ eyes. We can prayerfully reflect before God on what worries us, on our plans and ideas, hopes and apprehensions, and entrust these to His Providence. What can be better than this? When we beg Him to enable us to do what He demands, our very worries' may unite us closer to Him in genuine prhyer. This use of our distrac-tions is not without danger. Unless we.be fully sincere about ex-ploiting them, we may be !ed into far-away considerations and for- .get about prayer. , But if we are sincere, and if our first effort in tackling distracting worries has failed, there is a good chance that this second means may prove more helpful. At any rate, this prayer will likely be better than a half-distracted and desireless resignation. Lastly, we can insist on the self-surrender we make in prayer. Even under surface inattention this can be genuine. In spite of some unwanted and repelled wandering of the mind, prayer can really be raising of the heart to God. Prayer indeedis more a matter of inten-tion than of attention. Attention, of course, is always required, but the intention of surrendering to God is the heart of prayer When this is thorough, distracting thoughts easily lose" their interest and their grip. Le[ se.lf-surrender 15e sincere: shall we not be'straightfor-ward in setting aside what does not tally with it? Passing and un- '~ccepted wandering of the mind does not seriously break our contact with God. And the more pervading our surrender, the rarer also and less lasting our distractions. This last consideration suggests the radical remedy for divided attention in prayer. But it is not a quick device or a palliative for passing ill. It is a whole attitude of life. Our minds will easily concentrate on God in prayer when our lives are centered in Him, when He is our all?embracing~love and "worry." Then othdr wor- ties and preoccupations shrink into unimportance. They lose their hold on our minds and hearts. The more we grow in that one iove, the higher~ we rise above temp~ral occupations. That growth is the work of a lifetime. In its unfinished stages we are likely to exper,- ence. the trouble of divided attention in prayer now and again. No grave harm will come from it if we sincerely keep up the, struggle T1fiere are no magic or mechanical devices to rid us of this evil. It the simplicity and unity of one Love which ~must rule our' lives that will also bring unity and stability to our naturally wandering minds. 88 The I:ucharis :ic APOSTOLIC CONSTITUTION OF HIS HOLINESS POPE PIUS XI[ ON LEGISLATION TO BE OBSERVED REGARDING THE EUCHARISTIC FAST. PIUS, BISHOP, SERVANT OF THE SERVANTS OF GOD FOR AN EVERLASTING REMEMBRANCE ~i~HR, IST Our Lord, on the in which He was betrayed" Cot. 11 :23), when for the last time He celebrated the Pasch of the Old Law, took bread and, giving thanks, broke and gave it to His disciples after the supper was finished (cf. Ldke 22:20), saying: "This ,is My body which shall be delivered for you" (I Cot. 11:24). Ir~ the same way He handed the chalice to them, with the words: "This is My blood of the New Testament, which shall be shed for many" (Matt. 26:28); and He added: "This do for the commemoration of Me" (cf. I Cot. 11:24 f.). These passages of Sacred Scripture clearly show' that our Divine Redeemer wished to substitute, in place of that last celebration of the Passover in which a lamb was eaten according to the Hebrew rite, a new Pasch that would endure until the end of time. This is the Pasch in which we eat the Immaculate Lamb that was immolated for the life of the.world." Thus the new Pasch of the New Law brought the ancient Passover to an end, and,truth dispelled shadow (cf. the hymn Lauda Sion in the Roman Missal). The relation between the two suppers, was designed to indicate the transition from the ancient Pasch to the new. Accordingly, we can easily see why the Church, in renewing the Eucharistic Sacrifice to commemorate our Divine Redeemer as He had commanded, could relinquish the conventions prevailing at the older Love Feast and introduce the practice of the Eucharistic fast. From the earliest times the custom developed of distributing the Eucharist to the faithful who were fasting (cf. Benedict XIV, De Synodo diocesana, VI, cap. 8~ no. 10). Toward the end of the fourth century fasting was prescribed in a number of Councils for those who were to celebrate the Eucharistic Sacrifice. Thus ir~ the year 393 the Council. of Hippo decreed: "The Sacrament of the Altar shall not be celebrated except by persons, who are fasting" 89 POPE PlUS XII Revieu., for Religious (Conc. Hipp., can. 28: Mansi, III, 923). Not long after, in the year 397, the same prescription, phrased in the vgry same words, was issued by the "Third Council of Carth.age (Conc. Carthag. IlI, cap. 29:'MansL III, 885). By the beginning of the fifth century this practice was quite universal and could be said to be immemorial. Hence St. Augustine asserts that the Holy Eucharist is always received by persons who are fastihg and that this usage is observed through-out the whole world (cf. St. Augustine, Epist. 54, Ad Ianuarium, cap. 6: Migne, PL, XXXIII, 203). Undoubtedly this practice was based on very' weighty reasons. Among them may be mentioned, first of all, the situa.tion deplored b'y the Apostle of the Gentiles in connection with the fraternal Love Feast of.theCbristians (cf. I Cot. !1:21 ft.). Abstinence from food and drink is in accord with the deep reverence we owe to the supreme m~jesty of 3esus Christ when we come to receive Him hid-den' ufider the Eucharistic veil. Moreover. when x~e consume His precious body and blood before we partake of any other food. we give clear evidence of our conviction that this is the, first and most excel!enf nourishment of all, a refreshmen.t that sustains our very souls and increases their holiness. With good reason, then, St. Au-gustine reminds us: ".It has pleased the Holy Spirit that. in honor of so great a sacrament, the Lord's body should enter the mouth of a Christian before food of any other kind" (St. Augustine, loc. c~t.). The Eucharistic fast not only pays a tribute of honor due to our Divine Redeemer, but also fosters our devotion.' Therefore it can help to increase the salutary fruits of holiness which Christ, the source and author of all good, desires us who have been enriched with His grace, to bring forth. ' Besides; everyone who has had experience of the laws of human nature knows that when the body is not sluggish with'food, the mind is aroused to greater activity and is'inflamed ro meditate more ferventl}; on that bidden and sublime mystei'y which unfolds within the temple of the soul, to the growth of divine love. The importance ,which the Church attaches to the observance of the Eucharistic fast can also be gathered from the gravity of the pen-alties imposed for its violation. The Seventh Council of Toledo, in the year 641, threatened with excommunicstion anyone who qcould offe,r the HolyI Sacrifice after having broken his fast (Conc. Tole-tanum VII, cap. 2: Mansi, X, 768). In the year 572 the Third Council of Braga (Conc. Bracarense III, can. 10: Mansi, IX. 841.), 9O March: 1953 THE EUCHARISTIC FAST 'and in 585 'the Second Council of Macon (Conc. Matisconense II, can. 6: Mansi, IX, 952) bad previously decreed that ahyone~ who incurred this guilt should be deposed from office and deprived of his dignities. As the centuries rolled on, however, careful attention was paid to the consideration that expediency sometimes required, because of special circumstances, the introduction of some measure of mitigation into the law of fasting as it affected the faithful Thus in the year 1415 the Council of Constance, after reaffirming the venerable law, added a modification: "The authority of the sacred~canons and the praiseworthy customs approved by the Church havre prescribed and do now prescribe that the Hol~; Sacrifice should not be offered after the celebrant has taken food, and that Holy Communion should not be received by the faithful who are not fasting, except in the case of illness or of some other grave reason provided for by law or granted by ecclesiastical superiors" (Cone. Constantiae, sess. XIII: Mansi, XXVII, 727). We have desired to recall these enactments ~o mind that all may understand that We, although granting not a few faculties and per-missions regarding this matter in view of the new conditions arising from the changing times, still intend by the present Apostolic Letter to retain in full force the law and usage respecting the Eucharistic fast. We also wish to' remind those who are able to observe the law that they must continue to do so carefully. Consequently only they who need these concessions may avail themselves of the same accord-ing to the measure of tbelr need. We are filled with joy--and We are glad to express Our satis-faction here, if only briefly--when We perceive that devotion to the Blessed Sacrament is increasing day by day in the souls of Christ's' faithful as well as in .the splendor surrouhding divine worship. This fact emerges whenever the people gather for public congresses. The paternal directives of Sovereign Pontiffs have undoubtedly contrib-" uted much to the present happy state of affairs. This is particularly true of Blessed Plus X, who called on all to revive the ancient usage of the, Church and urged them to 'receive the Bread of Angels very frequently, even daily if possible (S. Congr. Concilii, Decree Sacra Tridentina S~tnodus, Dec. 20, 1905: Acta S. Sedis, 'XXXVIII~ 400.ft.). At the same time be invited children to this heavenly Fbod, and wisely declared that the precept of sacramental confession and of Holy Communion extends to all without exception who have 91 POPE PIUS XII Review [or Religious attained the use of reason (S. Congr. de Sacramentis, Decree Quam sir~gula~:i, Aug. 8, 1910: ttcta Apostolicae Sedis, II, 577 ft.). This prescription was later confirmed by.Canon Law (C. I. C., canon 8d3; cf. canon 85zL § 5).-In generous and willing response to the desires of the Sovereign Pontiffs, the faithful have been receiving Holy Communion in ever greater numbers. May this hunger for the heavenly Bread and the thirst for the divine Blood burn atidently in the hearts of all m~n, whatever their age or social condition may be! Yet allowance must be made for the fact that the extraordinary circumstances of the times we live in have introduced many modifica-tions into the habits of society and the activities of our workaday life. Consequently serious difficulties may arise to prevent people from participating in the divine mysteries, if the law of Eucharistic fast should have to be kept by.all with the strictness that has ipre-vailed up to the present time. In the first place, priests in our day, owing to insufficient num-bers, ate clearly unequal to the task of dealing with the constantly growing needs of Christians. On Sundays and holydays, particu-larly, they are often overburdened with work. They have to offer the Eucharistic Sacrifice at a late hour, and not rarely twice or even three tim~s the same day. They are frequently obliged to travel a considerable distance that large portions of their flocks may not be deprived of Holy Mass. Apostolic toil of this exhausting kind un-questionably undermines the health of our clergy. The difficulty mounts when we reflect that, besides celebrating Mass and explaining the Gospel, they have to hear confessions, teach catechism, and take care of the manifold tither duties of their ministry which" is more exacting and laborious than ever before. In addition to all this, they must prepare and adopt measures to repel the relentless attacks that in our day are craftily and savagely launched on many fronts against God and His Church. But Our thoughts and Our heart go out most of all to those who are laboring in distant lands far from their native soil, because they have nobly answered the invitation and command of the divine Master: "Going, therefore, teach ye all nations" (Matt, 28:19). We have in mind the heralds of the Gospel. They endure the most crushing burdens and overcome every imaginable obstacle in their travels, with no other ambition than to wear themselves out that the light of the Christian religion may dawn for all men, and that their flocks, many of them but recently received-into the Catholic faith, 92 Ma~h. 1953 THE EUCHARISTIC FAST may be fed with the Bread of Angels which nourishes virtue and re-. kindles love. A similar situation arises amofig those Catholics who live in many of the districts committed to the charge of missionaries or in other places that lack the services of a resident priest. They have to wait hour after bou~ until a priest arrives that they may assist at the Eucharistic Sacrifice and receive Holy Communion. Furthermore, with the development of machinery in various in-dustries, countless workers employed in factories, transportation, sbipping,'or other public utilities, are occupied~ day and night in al-ternate shifts. The exhausting hature of their work may compel them to take periodic- nourishment to restore their energies, with the result that they are unable to observe the Eucharistic fast and hence are kept away from Holy Communion. Mothers of families, likewise, are often unable to go to Holy Communion until they have finished their household duties. Such tasks usually require many hours of hard work. Again, the case of school children presents a problem. Many boys and gibls are eager to take advantage of the divine invitation: "Suffer the little children to come unto Me" (Mark 10:14). They put all their trust in Him "who feedeth among the lilies" (Cant. 2:16: 6:2), knowing that He will guard the purity of their souls against the temptations which assail youth and will protect the in-nocence of their lives from the snares which the world sets to trap them. But at times it is extremely difficult to arrange to go to church and receive HoI~ Communion, and after that to re~urn home for the breakfast they need before setting out for school. Another matter of frequent occurrence today is that large num-bers ~f people c~oss from place to place during the afternoon hours to be present at religious functions or to attend meetings on social questions. If pe.rmis~ion were given on such occasions to offer the Holy Sacrifice, which is the living fountain of divine grace and in-spires wills to desire growth in virtue, there is no doubt that all could draw upon this source of strength to think and act in a thor-ougbly Christian manner and to obey just laws. These specific considerations may well be augmented, by others of a more general kind. Although the science of medicine and the study of hygiene have made enormous progress and have contributed greatly to the reduction of mortality, especially among the young, conditions of life at the present time and the hardships brought on 93 POPE-PlUS XII Review for Religious by the frightful wars of 6ur century have seriously impaired bodily constitutions and public health. For these reasons, and especially for the purpose of promoting reawakened devotion toward the Eucharist, numerous bishops of v~irious, nationalities have requested, in official letters, that the law of fast might be somewhat mitigated. The Apostolic See had previ-, ously shown itself favorably disposed in this regard .by granting special faculties and dispensations both 'to priests and to the faithful. As an e.xample of such concessions, the Decree entitled P. gst'Editum may be mentioned; it was issued by the Sacred Congregation of the Council, December 7-, 1906, for the benefit of the sick (Acta S. Sedis, XXXIX, 603 ffl). Another is the Letter df May 22, 1923, sent by the SacrM Congregation of the Holy Office to local Ordinaries in favor of priests (S.S. Congregationis S. Officii Litterae locorum Or-dinariis datae super ieiunio euc,haristico ante Missam: Acta Ap. Sedis, XV, 151 ft,). ~ In these latter times, the petitions of the bishops hav.e become more frequent and urgent. Likewise the faculties granted have been more liberal, partcularly those that were conferred because of war c6nditions. All this clearly discloses the existence of new, serious. coniinuing, and widely prevailing reasons which, in the diversified circumstances brought to light, render the cdebration ~f the Holy Sacrifice by priests .and the reception of Communion by the faithful ex_ceedingly difficult, if the la~, of fasting has to be observed. ¯ .Accordingly, to alleviate these grave hardships and incOnveni-ences, and to eliminate the possibility of inconsistent practice to which the variety of: indults previously granted may lead, We deem it n.ecessary to mitigate the legislation governing the Eucharistic fast ~to such an extent that all may be able more easily to fulfill the law as perfectly as possible, in view of particular circumstances of time, place, and person. By issuing this decree, We trust that We may contribute substantially to the growth of Eucharistic devotion,, and thus more effectively persuade and induce all to sharc in the An-gelic! Banquet. This will surely redound to the glory,of. God and will enhance the holiness of the Mystical Body of Christ. By our Apostolic authbrit~r, therefore, we enact and decree ihe folio.wing; I. The law of Eucharistic fast, to be observed from midnight,. cgntijaues in force for all those who do not come under the. special Mar~l~. 1953 THE EUCHARISTIC FA ST conditions which We shall set forth in this Apostolic Constitution. In the futuie, however, this general principle, valid for aIl ,, alike, whether priests or faithful, shall prevail: plain water does not break the Eucharistic fast: II. Those who are ill, even though not confined to bed, may, on the advice of a prudent, c.onfessor, take something in the form of drink or of true medicine: but alcoholic beverages are excluded. The same faculty is granted to priests who are ill yet desire to celebrate MASS. ~. III. Priests who are° to offer the Holy Sacrifice at a late. hour or after onerous work of the sacred ministry or after a long journey, may take something in the form of drink, exclgsive of alcoholic.bev-erages. However, they must abstain from such refreshment for the period Of at least ~one hour before' they celebrate Mass. I~r. 'Priests who celebrate Mass twice or three times the ~ame day. may. consume the ablutions at each Mass. In such cases, how' ever, the ablutions must be restricted to water.alone, and mu~t not include, wine. ~ V. Likewise the faithful, even though they are not ill, who are unable to observe a. complete fast until the tiine of Communion, be-cause of some grave inconvenience--that is, because of fatiguing work, or the lateness of the hour at which alone they can receive the Holy Eucharist, or the long distances they have to travel--may, on the, advice of a prudent confessor, and as ,long as such state of necessity lasts, take something in the form of drink, to the exclusion of alco-holic beverages. However, they must abstain from refreshment of this kind for the period of at least one hour before they receive Holy Communion. VI. If circumstances indicate a necessity, We grant to local Or-dinaries authorization to permit the celebration of Mass at. an eve-ning hour, as We have said, but with the restriction that Mass shall notbegin before four o'clock in the afternoon. This evening Mass may be celebrated on the following days: on Sundays and h61ydays of dbligation which are obseived at the present time or were formerly obserged, on the first Friday of each month, and on days delebrated With solemn functions which the people attend in great numbers; finally, in addition to these days, on one day a week~ The pries,t who offers Mass.on these occasions must observe a fast of .three hours from solid f6od and~alcoholic beverages, and of one hour from non- March. 1953 ~ THE EUCHARISTIC FAST alcoholic beverages. At such Masses the faithful may receive Holy Communion, ob, serving the same rule r~garding the Eucharistic fa.~st, but the prescription contained in canon 857' remains in force. In mission territories, after due consideration of the extraordi-nary con(~itions there prevailing; which for the most part prevent priests from v.isiting their distant stations except rarely, local .Ordi-naries may grant to missionaries faculties to celebrate evening Mass also on other days of the week. ' Local Ordinaries are to exercise care that any interpretation en-larging on ~he faculties here granted is precluded, and that all danger of abuse and irreverencein this matter is removed3 In granting these faculties, which circufiastances of person,place, and time make impera-tive in our day, We decidedly intend to reaffirm ~he importance, binding force, and good effects of the Eucharistic fast for those° who are to receive our Divine Redeemer dwelling concealed underneath the Eucharistic veils. Besides, whenever bodily discomforts are re-duced, the soul ought to do~ what, it can to restore equilibrium, either by interior'penance or in other ways. This is in harmony with the traditional practice of the Church, which is accustomed to enjoin other pious works when it mitigates the obligation to fast. Accordingly, they who are in a position to take advantage of the faculties here granted, should offer up more fervent prayers to adore God, to thank Him, and above all to expiate their sins and implore newgraces from on high. Since all must recognize that the Eucharist has been ins[ituted by Christ "as an everlasting memorial of His Passion" (St. ~Fhbmas, Opusc. LVII, Office for the Feast of Corpus ChristL lesson IV, Opera Omr~ia, Rome, 1570, Vol. XVII), they should stir up in their hearts those sentiments of Christian hu-mility and contrition which meditation on the sufferings and death of our Divine Redeemer "ought to arouse, Moreover, let all offer to our Divine Rddeemer, who keeps fresh the greatest proof of His love by uiaceasingly immolating Himself on our altars, ever more abun-dant fruits of their charity toward their fellow men. In this way, surely, all Will do their part, better and better every day, toward alizing the words of the Apostle to the Gentiles: "We, being many, are one bread, one body~ all that partake of one ,bread" (I Cor 10:17). We desire that all the decrees set forth in this Constitution shall be. firmly established, ratified, and valid, an~ything to the contrary 96 March. 1953 THE EUCHAILISTIC FiST notwithstanding, even what "may seem to be deserving of special men-tion. All other privileges and faculties granted in any form by the Holy See are abolished, that this legislation may be duly and uni-formly observed throughout the ;¢ orld by all men. All the decrees herein enacted shall become operative from the date of their publication in the Acta Apostolicae Sedis. Given at St. Peter's in Rome, in the year of Our Lord nineteen hundred and fifty-three, the sixth day of January, on the Feast of. the Epiphany, in the fourteenth year of Our Pontificate. POPE PIUS XlI Instruction ot: Holy OJ:t:ico SACRED CONGREGATION OF THE HOLY OFFICE INSTRU'~TION ON THE LEGISLATION TO BE OBSERVED CONCERNING THE EUCHARISTIC FAST The Apostolic Constitution Christus Dominus, issued this day by the Sovereign Pontiff, Pius )~II, gloriously reigning, grants a number of faculties and dispensations concerning the observance of the law of Eucharistic ~fast. At the same time. it substantially con-firms most of the norms which the Code of Canon Law (canons 808 and 858, § 1) imposes on priests and the faithful who are able to observe the law. Yet these persons are likewise included in the favor conferred by the first prescription of the Constitution, according to which plain water (that is, ordinary water without the admixture of any other substance whatever), no longer breaks the Eucharistic fast (Constitution, n. I). With regard to all the other concessions, however, only those priests and faithful may take advantage of them who find themselve~ in the particular conditions specified in the Con-stitution, or who celebrate evening Masses or receive Holy Commun-ion at evening Masses which are authorized by Ordinaries within the limits of the new faculties granted to them. Accordingly, to secure throughout the world a uniform observ-ance of the norms pertinent to these concessions and t0 forestall every interpretation that would enlarge on the faculties granted, as well as to obviate any abuse in this matter, this Supreme Sacred Congrega-" .97 INSTRUCTION OF HOLY OFFICE Reoietu for'Religious tion of the Holy Office, by order and command of the Sovereign Pontiff, lays down the following directives: Concerning the sick, whether the faithful or priests (Constitution, n~ II) 1. The faithf~ul who are ill, ~ven though not confined to bed. may take something in the form of drink, with the exception of al-coholic beverages, if because of their illness the); are unable, without grave inconvenience, to observe a complete fast until the r.eception of Holy Communion. They may also take something' in the form of medicine, either liquid (but not alcoholic drinks) or solid, provided it is real medicine, prescribed by a physician or generally recognized as such. However. as must be noted, solid foods taken a's mere nour, ishment cannot be regarded as medicine. 2. ,The conditions that must be verified before anyone may use a dispensation from the law of fasting, .for which no time".limit pre-ceding Holy Communion is set down, are to be pru, dently weighed by a confessor, and no one may avail himself of the dispensatior~ without his approval. The confessor may give his approvai either in ¯ sacramental confession or outside of confession, and once and for all so that it holds good as long as the same conditions of illness endure. 3. Priests who are ill, even though not confined to bed, may likewise take advantage of the dislbensation, whether,they, intend to celebrate Mass or wish only to receive Holy Communion. Concerning priests in special circumstances (Consti'tution, nn. III and IV) 4'. Priests who are not ill and who are :to celebrate Mass (a) at a late hou'r (that is,-after nine o'clock in the morning), or (b) after onerous work of the sacred ministry .(beginning, for example, early in the morning or lasting for a lbng time), or (c) after a long jour-ney (that~is, at least a mile and a quarter or so :on fogt, or a propor-tionately greater distance in accordance with the "means of. travel em-ployed, allowance being made, too, for difficulties of the journey and personal~considerations), may take something in the. form of drink, exclusive of alcoholic beverages. 5. The three cases enumerated' above are,formulated .in-such a way'as to embrace all the circu'mstances for which the legislator in-tends to grant the aforesaid faculty. Therefore any interpretation that would.extend the faculties granted must :be avoided~ 98 March. 1953 , THE EUCHARISTICF.AST 6. l~riests who find themselves in these circumstances may take. something in the form of drink once or several times,, but must serve a fast of one hour prior to the celebration of Mass.:. 7. Furthermore, all priests who are to celebrate" tWO . or; three Masses the same day may, at the first Mass or Masses, .take the two ablutions pr~escribed by the rubrics of the Miss.al, .hut using only water. This is merely an application of the new principle that-water does not break the fast. However,. priests who celebrate three Masses without interval on Chrismas or on All Souls' Day are obliged to observe the. rubrics regulating ablutions. 8. Yet if the priest who is to celebrate two or three Masses should inadvertently take wine in'the ablutions', he is not forbidden to celebrate the second and third Mass. Concerning the faithful in special "circumstances (Constitution, n. "V) 9. Similarly the faithful who are unable to observe the Eucha,. risti¢ fast, not because of illness but because of some other grave in-convenience," are allowed to take something in the form of drink, with the exception of alcoholic beverages. But they must keep the fast for one hour prior to the reception of Holy Communion. 10. ,The causes of grave inconvenience, as it is here understood. are three in number, and they may not be extended. a) Fatiguing wbrk undertaken before~ going to Holy ,com-munion. Such is the labor performed by workers employed in suc-cessiv. e shifts, day and night, in. factories, transport and- maritime services, or other public utilitieS; likewise b~ those who, in .virt~ue of their .position or out of charity, pass the hight'awake (for example, hospital personnel, policemen on night duty, and the like). The same.is: true of pregnant women and mothers of families who must spend a long t.ime in household tasks befo~.e, they can go to church :etc. : b) The lateness of the hour at whicb:"Holtj Communior~ ceived. Many of the faithful cannot have Mass until late in the day, because no priest is able to visit them earlier. Many children,find it excessively burdensome, before .sett.ing out for school,'to go to church, receive Communion, and then to return home again for breakfast; etc. c)" A. long distance to travel on the way" to chu.rch. As was explaiped above (n. 4), a distance of at least a~ mile and a quarter or INSTRUCTION OF H~)LY OFFICE Reuieua for Religious so, to be covered on foot, is tb be regarded as a long journey in this connection. The distance would have to be proportion.ately longer if conveyances of various kinds were us~ed, and allowance has to be made for difficulties of travel or the condition of the person .who makes the trip. 11, The reasons of grave inconvenience that may be alleged must be'carefully evaluated by a confessor either in sacramental cofifession or outside of confession; and without his approval the faithful may not receive Holy Communion while not fasting. The confessor, however, may give this approval once and t:or all so that it holds good as long as the same cause of grave inconvenience exists. Concerning evening Masses (Constitution. n. VI) By authorization of the Constitution, local Ordinaries (cf. canon 198) enjoy the power of permitting the celebration of evening Mass in their own territory, if circumstances indicate its necessity, not-withstanding'the prescription of canon 821, § 1. The common good sometimes requires the celebration of the Holy Sacrifice in the after-noon: for example, for those in certain industries who work in shifts even on Sundays and holydays: for those classes of workers Who must be at their jobs on the mornings of Sundays and holy-days. such as those who are employed at ports of entry;' likewise for people who have come in great numbers from distant places to cele-brate some event of a religious or social character; etc. 12. Such Mhsses. however, are not to be celebrated before four o'clock in the afternoon, and are limited exclusively to the following specified days: a) Sundays and 'holydays of obligation which are now in force, according t,o the norm of canon 1247, § 1 : b) Holydays of obligation that have been suppressed, as listed in the Index published by the Sacred Congregation of the Council, December 28, 1919 (cf. A./l.$,, Vol. XII [1920], pp. 42- 43): ) First Fridays of the month: d) Other days that are ~elebrated with solemn functions and are attended by the. people in great numbers: e) In addition to the days mentioned above, one other day during the w.eek0 if the good of particular classes of persons requires it. 100 Ma~h. 1953 THE EUCHARISTIC FAST 13. Priests "who celebrate Mass in the evening, and likewise the faithful who receive Holy Communion at such a M~ass. may, during a meal which is permitted up to three hours before the beginning of Mass or Communion, drink al~c;holic beverages that ate customary at table ifor instance, wine, beer. and the like), but they must observe becoming moderation, and haid liquors are entirely ruled out. How-, ever, with regard to the liquids whi(h they are allowed to take before or after such a meal up to one, hour before Mass or Communion, alcoholic beverages of any kind whatever are excluded. 14. Priests may not offe? the Holy S,acrifice in the morning and afternoon of the same day, unless they have e~xpress permission, to celebrate Mass twice or three times, according to the norm of canon 806. The faithful, similarly, may not receive Holy Communion in the morning and afternoon of the same day, in conformity with the prescription of canon 857. 15. The faithful, even though they/are not included in the number of those for whose benefit evening Mass has been instituted, are. free to receive Holy Communion during such a Mass or directl~ before or immediately after it (cf. canon 846, § 1). If they do so, they must observe the noims prescribed a~ove, relative to the Eucha-ristic fast, 16. In places that are not subject to the general law [ius com-mune] but are governed by the-special law for the missions [ius.mis-sionum], Ordinaries may authorize evening Mass on all days of the week, under the same conditions. Cautions regarding the execution of these norms 17. Ordinaries are to exercise great care that all abuse and irrev-erence toward the Most Blessed S~icrament are completely avoided. 18. They must also see to it that the riew legislation is uniform-ly observed by all their subjedts, and must notify them that all fac-ulties and dispensations, whether territorial or personal, heretofore granted by the Holy See, are abrogated. 19. The interpretation of the Constitution and of the present Instruction must adhere faithfully to the text, and must not in any way extend the faculties that are already so generous. With regard to customs that may be at oddswith the new legislation, the abroga-ting clause is'to be borne in mind: "Anything to the contrary not-withstanding, even what may seem td be worthy of special men-tion." 101 BOOK NOTICES Review ~or ReligioUs 20. Ordinaries and priests who are to avail themselves of the faculties granted by the Holy ,See should zealously exhort the faith-ful to assist at the Sacrifice of the Mass and ~recei~ve Holy Commun-ion frequently. " By initiating appropriate measures and especially by their preaching, they should promote that spiritual good for the sake of which the Sovereign Pontiff, Plus XII, has been pleased to issue t.he Constitution. In approving this Instruction, the iHoly,Father has ordered that it should be promulgated by publication in the Acta Apostolicae Sedis along with the Apostolic Constitution Christus Dominus. From the,Palace of the Holy Offic.e, danuary 6, 1953'. ~ JOSt~PH CARDINAL PIZZARDO, Secretaql A. OTTAVIANI Assessor. [EDITORS' NOTE: The foregoing translations "*'ere made by Father "Cyril Vollert. S.J. professor of sacramental theology at St. Mary's College, St. Marys, Kansas. The - translations wer~ prepared 'from the texts as published in L'Osservatore Romano, January I 1, 1953, and were carefully checked with the official texts published in ,Acta Aoostolicae Sedis, 45 (Jan. 16. 1953), 15-24. 47-51. For our purposes a somewhat free translation, rendering the sense of the documents as accurately as pos-sible, seemed preferable to a strictly literal translation.] ¯ BOOK NOTICES Those who want a life of Our Lord that is scholarly, without the more distracting trappings of scholarship, and very readable, will find what they desire in the popular edition of Giuseppe Ricciotti's LIFE OF CHRIST. By means of careful editing the former large edi-tion has been reduced to a little more than half its size. The popular edition has a 70-page critical introductibn and a :good index. A very good book.f0r either spilitual reading or meditation, i(Milwaukee: The Bruce Publishing Company, 1952. Pp. xiii + 40.2. $3.50.) Every Sister will smile, laugh, and cry as she catches some glimpse, s of herself in EVERYNUN, a, novel and. play by Daniel A. Lord, S.3. Written originally for th~ One Hundredth Anniversary of the-Sisters of St. 3oseph xn Canada, the play is ideal for a similar celebrfftion, for Vocation Week Programs, and for private reading. Many passages seem to glow like grace itself. This "morality play" is a tribute and a consolation to Sisters, and should open the vistas of the religious life to Sisters-to-be as well as to others who have to live outsid~ convent walls] No royalty is charged for the productions of 102' March. 195'3 BOOK NOTI.CES Eoer~mun. If admission is charged by those producing theplay, Father Lord asks a gift ~f ten per cent of the return for his work for the Knights and Handmaids of the Blessed Sacrament. (St. Louis, Missouri: KHBS, 3115 S. Grand Blvd., 1952. Pp. 162. $3.00.) ST. VINCENT DE PAUL, by Mgr. Jean Calvet (translated by Lancelot C. Sheppard), is a l-volume, well-documented biography, as fascinating as good historical fiction. The many aspects of the saint's life--his interior life, his apostolate of charity, his power of organization, his spiritual direction of nobility and especially of his companion saint. Louise de Marillac, and so forth all blend into the picture of an unt~orgettable character. One flaw in the book is ISerbaps a too-evident nationalism on the part of. the biographer. _Bibliography and index are both useful. (New York: David McKay Company, 1952. Pp. 302. $5.00.) RETURN TO THE FOUNTAINHEAD contains the addresses given at the Tercente,nary Celebration of the Sisters, of St. Joseph, Le Puy, France. in July, 1950. by His Eminence, Cardinal Gerlier, and .other French Churchmen. The book is edited and translated into the- American idiom by the Sisters of St. Joseph at Fontbonne College, St. Louis, Missouri. All Sisters of St. Joseph (others, too) will . draw inspiration and strength for today from this return to and consideration of the evidently blessed origins of their congregation. The address, "The Spirit of the Congregation," is particularly de-serving of prayerful attention. (St. Louis 5, Mo.: SistErs of St. Jo-seph of Car, ondelet, Wydown and Big Bend Blvd., 1952. Pp. xi, + 143. $3.00.) Great things might be expected from the girl who was late for school because she had stopped to pick up broken pieces of glass to protect the' feet of the children of the poor from the young lady who preferred the care of blin~t children to the attractive social life her position guaranteed. WHOM LOVE IMPELS, by Katherine Bur-ton, tells her story in another excellent biography., the life of Pauline yon Mallinckrodt, the foundress of the Congregation of Charity. While her brother Hermann .yon Mallinckrodt helped lead 'the growing Center Party t+ ultimate victory over Bismarck in the Reich-stag, Mother Pauline guided a still-growing crusade of charity that began in Paderborn, Germany, in 1849 and now motivates over "2,000 religigus laboring in schools, orphanages, and hospitals in Eu-rope~ throughout the United Sthtes, and in South America. (New York: Kenedy 24 Sons, 1952. Pp. x + 234. $3.00.) ¯ 103 Search t:he Script:ures Henry Willmering, S.J. | N THE ENCYCLICAL Diuino Agtante' Spiritu. published Sep- | .tembet 30, 1943. Pope plus XII remarked "that the condition of biblical studies and their subsidiary Sciences has greatly changed .within the last fifty years." and "after enumerating the various helps which are at the disposal of modern exegetes the Holy Father con-tinues: "All these advantages which, not without a special design of Divine Providence. our age has acquired, are, as it were, an invitation and inducement to interpreters of the Sacred Literature to make dili-gent use of this light, so abundantly given, to penetrate more deeply explain more clearly and expound more lucidly the Divine Oracles." This invitation of His Holiness was promptly accepted by the m~mbers of the British Catholic Biblical Association. After appoint-ing an editorial committee, they drew upa plan to produ.ce a one-volume commentaryI on the whble Bible. In addition to a thorough exposition of the text of all the books of the Old and New Testa-ments, it would include a complete manual of biblical introduction Their ambitious plan has been successfully realized, and the firm of Thomas Nelson and Sons, Edinburgh, has produced their labors in a quarto volume of 1312 pages, double column to a page. clearly printed on excellent paper, and,strongIy bound in buckram. The price is eighty-four shillings (about twelve dollars). The volume includes a condensed, yet adequate and up-to-date commentary on the forty-five books of the Old, and" the twenty-seven bqoks of the New Testament. There' are introductory articles for every book, and also on groups of literature, namely, on the Pentateuch, the historical books, the poetical and Wisdom literature, the prophetical literature, and the Epistles of the New Testament. The place of the Bible in the Church, the formhtion and history, of the canon, the languages, texts and versions, the geography of the'Holy ~.Land,.the history of Israel, chronology of Old and New Testaments, archaeology and the Bible, and many other informative and fascinating articles enable the IA CATHOLIC COMMENTARY ON HOLY 'SCRIPTU'RE." Editorial Committee: Dom Bernard Orchard, Rev. Edmund Sutcliffe, S.J., Rev. Reginald'Fuller, Dora Ralph Russell. Thomas Neldon ~ Sons. Pp. 1312. 4 guineas. The reviewer, Father Willmering, a p~cofessor of Scripture at St. Mary's College. St. Marys. Kansas. has written the commentary on the Catholic Epistles for this volume. 104 March, 1953 SEARCH THE SCRIPTURES reader to obtain a solid background for the proper understanding ot the sacred text. In all there are seventy-two commentaries andthirty-eight separate articles. The commentary is designed to be read with the Douay version of the Bible, which is the version still in widest circulation among Catholics yet every commentator had before him the original text of the book he interpreted, and he faithfully noted any important vari-htion of the English v~rsion from the original. Throughout the book ¯ each paragraph is distinctly marked in the margin for .purpose of reference, and very many paragra~phs have appropriate headings indi-cating their contents. The commentaries on individual books are a positive expos, ition of Catholic interpretation, not directly apolo-getic, but so worded as to provide answers to current unorthodox views. The explanation meets the needs of all who desire to have in limited compass a clear exposition of the sacred text. which is schol-arly, accurate, and thoroughly ~Catholic. Frequently we desired to have at hand a ready answer book to the many perplexing questions which ,the Old Testament poses. Let us take a few examples from Genesis. The opening chapters of this book narrate the story of creation and the origin of the human race. The world was formed by Divine Omnipotence on six successive days. Darkness yielded to light, the firmament unfolded, the waters under it assembled in one place, and dry land appeared. Then God placed the sun, moon, and stars in the firmament, filled the waters with fishes and the air withbirds; gave the land as the habitat for beasts and reptiles, and finally, created man in His own image and made him ruler of the visible world. How must we understand this unscientific account of the development of the earth and its inhabi-tants? What is the meaning of the six days of creation? Recent discoveries have found human bones .and artifacts in sl~rata that .greatly antedate the four thousand years B.C. which was formerly assigned as the age of the human race. To what extent, therefore, are the early narratives of Genesis historical? For what purpose did the sacred writer introduce them? What are we to think of the great ages of the patriarchs? What part of the earth was covered by the flood? We used to look for the answer to these questions~ in the Catholic Enc~Iclopedia or the Catholic's Ready Answer Book: yet these books of reference are nearly a half century old, and exegetical opinion has passed through radical changes since that time. The new Commentary offers satisfactory solutions to these and several hun- 105 HENRY WILLMERING dred other difficulties that have often puzzled us in the past. As the preface ~tates: "it' is a critical survey of modern biblical knowledge-from the standpoint of all those, Catholic and non;Catholic alike, who accept the full doctrine of biblical inspiration" (p. vii). At the end of the volume is a topical index, which lists nearly ten thou'- sand titles and refers directly to the paragraph in which the answer to our difficulties is given. ' But the Commentary,, is not primarily a "question settler." St. Paul reminds .Timothy: "All Scripture, inspired of God, is profitable to teach, to reprove, to correct, to instruct in .justice: that the man of God may be. perfect,, furnished to every good work" (2 Tim, 3: 16f.). Hence, "in the commentaries on individual books a special endeavour is made to give adequate treatment to the doc-trinal and spiritual con.tent." ~pecial articles, which emphasize the spiritual nature of the Bible and are therefore of particular interest to religious, are the following: :'The Place of the Bible in the Church," by W. Leonard and' Dom B. Orchard, which stresses the Church's love for the Bible, and what she has done to preseive and propagate it;' "The Interpretation of Holy Scripture," by, R. C. Fuller, an ac-count full of valuable information: "Our Lady in the Scriptures, by E. C. Messenger, explaining the prophecies relative to the Mother of God, and her tJrerogatives; "The meaning of the Old Testament," by E. F. Sutcliffe, S.J., what it meant for the. israelites, and what is its meaning and value today; "The Religion of Israel," by the same author; "The Person and Teaching of Christ," by Dom Aelred Gra-ham; "Christianity in Apostolic Times," a long and interesting article by M. Bevenot, S.J. and Dom Ralph Russell; and finally "The Life of St. Paul," by D. J. O'Herlighy. Besides the articles mentioned above, there are thirty others, all-well written and abounding with valuable and interesting information. Anyone who digests all these wil

Issue 12.5 of the Review for Religious, 1953. ; A.M.D.G. Review for Religious SEPTEMBER 15, 1953 Pleasure and Ascetical Life . Joseph P. Fisher intergroup Relations " Wiiliam H. Gremley The Religion Teacher . Sls~er M. Acjneslne Practice of the Holy See ¯ Joseph F. Gallen Discipline . c.A. Herbst Questions and Answers Rural Parish Wo~'kers VOLUME XII NUMBER RI VII:::W FOR RI::LI IOUS VOLUME XlI SEPTEMBER, 15, 1953 NUMBER 5 CONTENTS SOME THOUGHTS ON PLEASURE AND THE ASCETICAL LIFE-- Joseph P, Fisher, S.J . 225 OUR CONTRIBUTORS . 230 ABOUT BOOKS . 230 SOME DEVELOPMENTS IN INTERGROUP RELATIONS-- William H. Gremley . . . . . 231 A YEAR WITH THE RURAL PARISH WORKERS . 242 PAGING THE RELIGION "TEACHER--Sister M. Agnesine, S.S.N.D. 248 PRACTICE OF THE HOLY SEE--Joseph F. Gallen, S.J .2.5.2 DISCIPLINE--C. A. Herbst, S.J . 272 QUESTIONS AND ANSWERS-- 25. Second Year of Novitiate . 276 26. Authority of Superior and Novice Master . 278 27. Sleeping Quarters of Novices . 279 28. Fugitive Religious and Dowry . 280 REVIEW FOR RELIGIOUS, September, 1953, Vol. XII, No. 5. 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 second class matter January 15, 1942, at the Post Office, Topeka, Kansas, under the act of March 3, 1879. Editorial Board: Jerome Breunig, S.J., Augustine G. Ellard, S.J., Adam C. Ellis, S.J., Gerald Kelly, s.,j., Francis N. Korth, S.J. Copyright 1953, by Adam C. Ellis, S.J. Permission is her.eby gra,nted for quota-tions of reasonable length, provided due credit be given this review and the author. Subscription price: 3 dollars a year; 50 cents a copy. Printed in U. S. A. Before wrlt;ncj to us, please consult notice on inside back cover. Some Thought:s on Pleasure and !:he Ascet:ical Life Joseph P. Fisher, S.J. ¯|T IS ALMOST INEVITABLE that a good many young reli- | gious, especially among the more fervent, run into certain difficul-ties in squaring their attitude toward pleasure and their acceptance of it with certain ascetical ideals. Practically all ascetical literature, as in a certain sense it must, enlarges on the danger of pleasure and sometimes almost gives the idea to inexperienced minds that pleasure is evil in itself. Likewise there is the insistence that the harder, the more painful, a thing is, the better. While this is true ~rightly under-stood, . young minds frequently make. no qualifications and hence fall into error. Often enough the lives of the saints seem to confirm their exaggerations. The, attitude of mind engendered by such misunder-standings makes for certain practical difficulties in the conduct of these young religious. They are constantly ill-at-ease when faced with pleasure. They feel their ascetical ideals conflict with the mode of action encouraged by customs, by more experienced religious, friends, or relatives. On certain occasions, for instance, feast days, picnics, visiting, it seems they are expected t~o enjoy food, entertain-ment, comforts of various kinds. But they feel that to do so means they must go back on the truest ascetical principles. Or it may be that they are encouraged to enjoy literature but feel that to do so would be. to lessen their ideals. As a matter of fact in the more. ex-treme cases a young religious may have his or her outlook so shaped by the conviction that pleasure is evil (or at least always very. sus-pect) and pain always good that the whole spiritual life is nothing but a kind of self-torture. As is evident, all religious should know the truth about this mat-ter. In general it may be said that not only is it no sin ~o enjoy moderate pleasure but it can easily be an act of virtue. And the goodness of the act can be indefinitely increased by the inte.ntion of directing it to a higher and nobler end, and even actually and ex-plicitly to our ultimate end. For example, a religious who likes honey may eat it with relish and glorify God by so doing. The religious knows there is no sin in such an action and implicitly understands that the action is in accord with God's designs for human life. As a 225 JOSEPH P. FISHER Reoiew ~or Religious matter of fact, the religious could make this an act of the love of God by quietly considering the Wisdom and Goodness of God manifested in this expe.rience of human life. And so with the various simple pleasures that might conceivably, come into an ordinary day. Thdre is a field of pleasure that may well call for special atten-tion. Nowadays many religious are called upon to teach the fine arts, whose whole purpose is to please. This does not mean of.course that this pleasure may be regarded as man's absolutely last end, but it is a relatively ultimate end. Unlike "practical" arts, the fine arts are not aimed at producing something useful, but something beautiful, which causes pleasure. Now if what w,e said above about the possibility of elevating the goodness of sensible pleasures is true, this possibility is even truer in regard to the pleasures of art. For the pleasure of art is a nobler pleasure than that of eating, for instance. Accordingly, it ought to be easier to sublimate the "good" present in an aesthetic ex-perience. Some may doubt this, recalling what they have heard about the immorality of artists of various kinds a~id the. warnings against being a vapid aesthete. And it must be admitted that for certain temperaments there is a danger. Father Graham, in his book, The Looe of God, puts !t stronglywhen.he says: "Artistic sensibility can and should, when controlled by prudence, lend grace and attractive-ness to the moral life. But it frequently happens that the allure-ments of beauty prove so strong that the response to them tends to degenerate into mere aesthetic indulgence. The lover of beauty is con-cerned above all else with the joyous experience of what is pleasing; when unchecked by other considerations he seeks logically an ecstatic existence of perpetual intoxication, through eye and ear and mind, with beautiful objects." It may be added that if a person is of such a temperament and gives in to it, he will undoubtedly do it to the neglect of duty. Even those who are not especially sensitive to beauty can at times be drawn from stern duty by the siren of pleasure. However, it seems that among Catholics and certainly among religious such aesthetes are rather rare. The difficulty is oftentimes the other way about. Even those whose duty it is to study literature and other works of art try to do so without apprec,iating and enjoying the beauty of them. Such an approach is obviously wrong, for unless literature and the other works of art are enjoyed, they are not correctly comprehended. And one who himself does not comprehend can hardly expect to teach others with any success. So it comes about that some rather fail in 226 September, 1953 PLEASURE AND ASCETICAL LIFE their du~;y by not enjoying what is God's Will that theyshould enjoy than by over-indulgence. For example, if Brother Aquinas is pre-paring to teach English and fears to allow himself aesthetic pleasure in reading Shakespeare's Merchant of Venice, he certainly will fail to a great extent in both his studies and his teaching. Moreover, it would be well for men if the right kind of people created and appreciated beauty. Too often the enjoyment of beauty appears to be the monopoly of sentimental, anti-intellectual, or at least non-intellectual, and irreligious escapists. "All things are yours" (I Cor. 3/33) but they won't be if we fear immod'~rately, unreasonably, the enjoyment of the beautiful. Since there is an intimate relationship between nature ahd art. it will help to see first something about the enjoyment of nature. Ac-cording to St. Paul, "All the creatures of God are good and nothing is to be rejected that is received with thanksgiving . " (I. Tim. 4/4). And "From the foundations of the world men have caught sight of his invisible nature, his eternal power and his divinity, as they are knowri through his creatures" (Romans, 1/20). The beau-ties of nature ought to lead us to God, Who is reflected in nature, the work of His bands. Many misunderstand the place of "creatures" in God'splan for men. They are normally the means by which man rises to a knowledge and love of the Creator. Too many look upon them as "absolutes," things apart from God, things which, if appre-ciated, draw us to themselves and away from God. Such a view is based upon a n.isunderstandlng of. their true nature. Creatures, finite beings, are of their very nature dependent beings, relative beings, not absolutes. They must, if properly understood, be related to the In-finite; they point to the Infinite; their participated qualities are finite reflections of the infinite attributes and should more than remind us of their prototype. For one who understands the truth about the nature of finite beings, they ought to be stepping stones or rather springboards by Which he rises to that full Being Who is the ever-active cause of their ever-dependent existence. "The Contemplation for Obtaining L6ve," which crowns the Exercises of St. Ignatius, tries to impress men with this truth, but many, satisfied with a super-ficial approach, never really understand it. But the saints have understood it. It is a commonplace that St. Francis of Assisi made much of the sacrament of nature. A biographer relates "the following of St. Francis during his last days. "Meanwhile Francis was suffering greatly. Yet amidst his bodily 227 JOSEPH P. FISHEI~ agonies .be continued to find a~ absorbing sweetness in meditating upon the be.auty of God ifiHis creationl All the.crea'tion seemed to sing of the glory of its Creator to his pain-racked senses: and this is the more wonderful when w~ rememb& ho'~ 'pain is 'apt to turn all sensible comfort into bitterness. One day,' when he was suffering more than u~ual in eyes ~ifid head, he had a great desire to hear the viol. One of the brothers attending him, had been a violist in the world. Francis called for him and said: 'Biother, th~ children of th~ world do not understand divine sacraments: and musical instru-ments, which in former times were set apart for. the praise of God, man's wantonness has converted to the mere delight of the ear. Now I would hav~ you go secretly and borrow a vi01 and bring comfort with some honest melody to Brother Body who is so full of pains.' " Now without entering into controversy about the relationship between nature and art, we can certainly transfer 'much 6f what we have said about nature and God to art and God. Whether you say that art copies nature, perfects or .sublimates nature, or helps one ap-preciate nature, in any case, artistic works ~re finite participations of Infinite Beauty an'd, if appreciated as such, can and should aid one to appreciate this Infinite Beauty. In o{her words, art ~can help one use creatures for "contemplation." A man who is impressed by finite beauty can thereby be better prepared to appreciate the Source of all beauty. One may, for instance, never have realized how a cloud re-flects God's beauty Until he has read and appreciated Shelley's poem, ."The Cloud." Pleasure, though an end in its own o~der, may, if handled prop-erly, be a means of drawing closer to God. A certain puritanical bent of mind prevents many from appreciating this fact. This is not to deny that one can practice virtue" by foregoing the enjoyment of l~gitimate pleasure. It is often said that such abstinence from legiti-mate pleasure strengthens the will so,that it wili be strong in temp-tation. There is certainly much truth in this statement, but it is well to rememberthat motivation rather than exercise is the best means of strengthening the will. However, it is clear that a religious would scarcely be imitating Christ very seriously if he endeavored to fill life with every legitimate pleasure. Christ being rich became poor for us. All who are in the way of the love of Christ know that they can manifest and add to their love by sacrifice. Even here it is well to remember that' ChriSt made use of at least some.pleasures of Ills, ¯ such as the enjoyment of friendship and of.natur~al beauty. And 228 September, 19~ 3 PLEASURE AND ASCETICAL LIFE theology will not allow us to forget the fact that all His life Christ enjoyed the Beatific Vision, even though it is true at least at times the proper effects were divinely withheld. As to whether Christ enjoyed the beauty of human art, we do not have much evidence. If he did not, it would seem that was Simply due to circumstances; cer-tainly the enjoyment of finite beauty is a very worthy human ex-perience, and Christ was a complete man. God it is who has given the artistic urge and God it is Who has created the arts in which man "imitates" the Creator. The artist, even though unconsciously, casts an illuminating light on some facet of a created good, and aids us to appreciate more fully, the beauty .of God's handiwork. Of course Christ did not need this aid, but there were many things Christ did not need that He made His own to be like us and give us an example. The question as to how far an individual religious ought togo in the renouncemen(' of even legitimate pleasure is a very personal question. Even one who wishes to go far in this regard ought to understand the truth of the matter, so that he knows to what he is bound and where he begins to practice supererogation. It is likewise well to remember that what may be or appear objectively best is not always subjectively so. An individual's nature, vocation, training, ¯ and the grace of God must always be considered in settling such questions. What is good for one may be bad for another. A novice in the spiritual life cannot do what a tried religious can do; an active religious cannot do what a contemplative can. It dbes seem that most active religious, at least in the early years of their religious life, may well use pleasure, the higher pleasur.es and even moderate sensible pleasures, to help them rise to the knowledge and love of their Cre-ator. In doing this they should not feel that they are turning their backs on Christ, for as they 'get to know His "mind" better and begin to love Him more, they will spontaneously and with peace.and equanimity begin to give themselves to what St. Ignatius styles the Third Degree of Humility, the imitation of Christ in s~ffering and humiliations through love. Certain young religious seem to think that what is really the strong meat of the mystic way is already for them early in their reli-gious lives, for they try to get to God without the use of creatures. Cardinal Bellarinine points them the way quite clearly: "But we mortal men (as it seemeth) can find no other ladder whereby to ascend unto God, but by the works of God. For those who by the singular gift of God have (by another way) been admitted into 2.29 ~JoSEPH P. FISHER Paradise to hear God's secrets, which it is not lawful for a man to speak, and are not said to have a'scended, 13ut to have been wrapt.". At death some religious who have been striving to fly without wings will agree v~itb this statement of Father Martindale: "But may not one of the great 'difficulties' of dying be this--not that yo~u. have worshipped idols--loved created things ~oo much--but that you have not loved them nearly enough? What suddenly appals one is,' that God surrc~unded one with a myriad things of unbeliev-able beauty--like butterflies, or the sea, or uneducated p, eople--and that one has allowed them to slip by almost unnoticed." Certainly one reason many do not get more out of life is that they fail to make Christlike use of one of God's good creatures-- pleasure. "For all things are yours, whether Paul, or Apollos, or Cephas; or the world, or life, or death; or things present, or things to cg.me--all are yours, and you are Christ's, and Christ is God's" (I Cor. 3/22:23). OU R CONTRIBUTORS ¯ "JOSEPH P. FISHER is master of novices at the Jesuit novitiate, Florissant, Mo." WILLIAM H. GREMLEY is Executive Secretary for the. Commission on Human Rela-tions, Kansas City, Mo. SISTER M. AGNESINE is nationally known as an expert on methods of teaching religion. JOSEPH F. GALLEN is professor of canon law at Woodstock Coll~ge, Woodstock, Md. C. A. HERBST is on the faculty of the Jesuit juniorate .at Florissant, Mo. ABOUT BOOKS It will be noticed that in this number of the REVIEW; book reviews, book. notices, and book announcements are conspicuous by their absence. The' reason for this is that the varied summer assignments of the editors made it impossible to do the ol~ice work necessary for organizing reviews, notices, etc. The deficiency will be remedied in the November number. 230 Some Developments in Intergroup Relations William H. Gremley IT IS almost anti-climactic these, days to dwell at length on the importance of social and political problems in America occasioned by intergroup relationships. The volume of press stories and magazine articles on the subject,, such as Supreme Court decisions, legislative action of one kind or another or "incidents," either posi-tive or negative in nature, increases daily and 'has come to be almost routine. Scarcely a Week passes without some high official, go+tern-ment or civic, making a major address regarding the international aspects of this issue. That it may be one of the most important topics of our day can-not be denied since, in degree, it permeates almost all other major nation~il concerns, yet, like all social or political issues, it must have proper perspective to be abso'rbed and understood. Unfortunately, the drama and emotion inherent in the problem is a barrier to this perspective. All ioo often the negative--the headlines on race-riots, the grim warnings that we are losing overseas allies, the economic loss from discrimination--dominates the over-all picture with scant emphasis on the positive. And, all too often, the positive is usu~illy limited to gome assertion that "ihe Negro has come a long way since slavery." A brief analysis of some developments in intergroup relations over the past ten years will disclose some positive aspects of far more importance and profundity than the latter remark. The objectives of this article will be to present some analysis of those developments, primarily as they relate to daily situations familiar to most readers. and to attempt a balance of both fiegative and pgsitive aspects so as to present a proper over-all perspecttive. " I Initially, some definitions may be of value as follows: t) The terminology of the problem has, in the past, often been misunderstood. To call it a "Negro problem" is a. misnomer for, in actuality, there is no such thing as a. N, eoro problem in the. United ~tates--nor,.for that matter, a ,Jewish, Mexi.c.o.n, or Puerto Rican .231 X~qlLLIAM H. GREMLEY Review/:or Religious problem or any other issue involving people of one race, .religion, or national origin. The problem, in. terms of a situation demanding attention or correction, is one involving re[ationsfiips between mem-bers of different groups. It is, thus, more accurate to define it as a Negro-white, Jewisb-Gentilel etc., relationship problem. Nothing in the entire range of group discrimination or prejudice has roots solely in one group. A sub-problem, for example, of employment discrimination against Jews or Negroes is dynamically related to the fears, myths, and prejudices of the white Gentile em-ployer. Moreover,. defining the issue as a "Negro problem"-implies a detached and overly-objective attitude toward 15,000,000 people that is quite unrelated to the facts of group discrimination. 2) The term, "intergroup relations" is replacing, in g~neral, such terms as "race-relations" or "human relations." The word "intergroup" obviously pinpoints the is~sue far more than either a phrase excluding religious or nationality conflicts or one embracing all personal relationships, both "inter" a'nd "intra." 3) "Minority groups," as a phrase, is confined solely to a group that, because of some facet of assumed ~roup identity--skin color, religion, language, or group, custom--suffers social, economic, or political discrimination against it. Actually, however, i'minority group" is divisive in itself since it segments people from others and should be used with caution and clarity. 4) " The phrase "civil rights" is distinct from "civil liberties" in that the latter refers to the political or quasi-political freedoms guar-anteed to all by Constitutional safeguards. These would include freedom of speech, press, assembly, religion, or right to petition or bear arms. On the other hand, "civil rights" ~ire much rffore social in nature, referring to rights involving places of piablic accommoda-tion, public or privately owned, employment, housing, health and welfare facilities, recreation or education. Somewhere in between the two terms would come rights concerning voting and police pro-tection. II. Perhaps tb~ most important single,development in intergroup relations in the last decade has been th~ establishment of official city agencies to deal with urban problems of this type. Known, for the most part, as "commissions" or "councils" followed by the words "on civic unity," "community relations," or "human relations," they represent a significant phase in the over-all advancement toward September, 1953 INTERGROUP RELATIONS solutions of these problems. In essence,, such, city agencies mean a full realization of and acknowledgement by city authorities that in-tergroup relationships in the diverse populations making up most of America's urban areas can no longer be left to chance or haphazard methods. Just as in decades past, public health, transportation, wa-ter supply, street maintenance, and a host of other various civic con-cerns have been progressively added to the functions of American city government, so too the concerns of intergroup violence, dis-crimination, and individual civil rights are now the official tax- " supported duties of more than 60 American cities. The origins of such city agendes, most of which are goyerned by city ordinance, date from the Detroit race riots of 1943. Shortly after that catast~rophe, a group of Chicago citizens, headed by the late Edwin Embree, then head of the Rosenwald Fund, persuaded the late Mayor Edward Kelly to establish the first such agency. In time, other cities followed suit ~nd today the list includes such arras as Detroit, Milwaukee, Cleveland, Buffalo, Toledo, Kansas City (Mo.), St. Louis, Cincinnati, Pittsburgh, Denver. Seattle, and scores of others. In addition, many cities, both North and South. lacking a tax-supported agency, have privately supported groups working to-ward similar ends. Basically, these agencies, composed, for the most part, of mayoral appointees serving without salary but with a paid professional staff, have three aims: 1) To prevent or lessen intergroup violence~ u~hether of the col-lective mob type or as an isolated action (i.e., a bombing or an indi-vidual attack). The most singular success in this regard has taken place in Chicago where the police force, after utilizing the guidance and resources of the Chicago Commission on Human Relations, has achieved a high degree of efficiency in the prevention of intergroup mob violence. (The Cicero riot of 1951 is a case in point. So strict and effective were police measures taken to prevent a "spilling"'over Of ¯ this affair into Chicago that, while law and order broke down com-pletely in Cicero--adjacent to Chicago-the prevalent tensions in the latter city were kept completely in check.) 2) To d~oelop harmonious relationships bettveen all groups And eliminate the causes of group friction and. prejudice. In this regard, such~ city~ag.encies have,available.,a vast.amount of resource material built up over the last ten years. The material available to schools of 233 WILLIAM H. GREMLEY Review for Religious all type~ and a~ all levels will illustrate. Audio-visual aids, teacher training workshops, and curriculum and school-community relation-ship material are some of the areas where resources may be obtained. In addition, ~xtensive tl~eoretical and practical research has been ac-complisbed regarding such problem areas a~ community organization, employment, housing, health, welfare, recreatiom and civil rights. 3) To safeguard and protect the ci~)il rights" of all groups. A greater divergence among such agencies is found in this objective th~an in the other two for an obvious reason~ The degree of civil rights legally accorded to citizens, for the most part, depends on the local or state laws on the subject. Many states, like New York and Rhode Island, have effective Fair Employment PracticeLaws. In addition, New York has a Fair Education Practice Law that prohibits school "quotas" based on group differences. Conversely the s~gregation laws of the South deny civil rights to manycitizens. Thus an inter-group city agericy relies on laws if they exist and persuasion to pro-tect such rights. In "border" states like Missouri, the agency must depend on persuasion alone to accomplish this objective. In general, the types of intergroup probiems faced by a city agency will depend on the population make-up of the city itself. In cities like Chicago, Detroit, and Kansas City, perhaps 90% of such problems spring from Negro-white relationships. New York City with a Puerto-Rican population of.some 500,000 must consider this particular problem along with Negro-white and Jewish-Gentile con-cerns. West Coast cities with people of Japanese descent comprising large .segments of the Ipopulation, Texas urban areas containing sig-nificant percentages of Mexican-Americans, and Rocky-Mountain or North Mid-West states with American Indian reservations, all have different kinds of problem areas sometim_es calling for different kinds of treatment techniques or materi~ils. III An inevitableconsequehce or ,concomitant.of the growth of both" intergroup city agencies and the extensive resource material men-tioned has beeh the development of the 'intergroup relations "pro-fessioni" For the most part, the usual frame ofreference associated with any profession--research material, academic courses and,degrees, job personnel standards, establishment of a national organization (in this case the National Association of Intergroup Relations,Offi-cials)--- characterize intergroup, relations. Over and above these cri- 234 Sgptember, 1953 teria, however, certain premises exist regarding this'field Which have strong foundation~ not only in law where the c'ase may be but, in all cases, in democratic and religious principles as well. -It may be un-necessars; to ~dd that such principles are wholly consonant with those of the two major religious traditions in America. Both Judaic and Christian concepts of individual dignity, of course, are clear and defined. Man is an individual with God-given rights as well as .God-given responsibilities. In addition, it is inher-ent in his nature to mingle and commune.with his fellowmen. Both singly and collectively, he has rights and responsibilities to others and to himself in'a social sense. It ,is thus essential to th~ nature and work of these city agencies that the premise of natural rights for all should underscore and per-meate their functions and programs. The assumption that the hu-man family is one under God, that variations between peoples of genes or customs do not detract from this assumption., and that, in keeping with this "oneness" under God, all are equally entitled, to basic rights, are fundamental four~ations for inte, rgroup wozk' not only of.the "official" city agency type but in the private an'd volun-teer area as well. Some exa.mples may help, to illustrate these concepts. Labor 1) The dignity of labor, exalted by Christ and sustained by the Popes through encyclicals, certainly means the right to fully utilize one's skills. Yet the record ~f denial ofthis righ[ by r~fusals to hire or to upgrade extends back to the mid~lle 19th Century when (and continuing almost to the 20th Century) such denial to Irish Cath-olics was illustrated by factory signs--"Help Wanted--No Irish Need Apply." Tod~y, through cultural assimilation, neither the Irish immigrant nor those of Irish descent suffer this indignity. In their place, the Negro or those of Jewish. faith.are the major victims of job discrimination. It may be said that, to some extent, every racial, religious, or nationality group whether indigenous or not to America has suffered this type of injustice. Recent advances, however, in this problem 'area give hope for the future. The numerous state and city FEPC laws, the changing atti-tude of many industries, aware of the great economic loss in wasted skills, the strong stand of the American Catholic hierarchy as well as other religious bodies against job discriminatioh--all developments INTERGROUP RELATIONS 235 WILLIAM H. GRE/vlLEY Review/:or ReligiOus for the most part of just the "past decade--indicate .a point in time when this problem will no longer be major. Health 2) Perhaps no area of life involves more compassion or human feelings than suffering brought about by sickness or accident, and in this area, perhaps above all others, divine precepts of mercy and brotherly .love should prevail. Yet, this compassion is, strangely lacking in many American cities when hospital facilities for Negroes are considered. Segregation, even in many Northern cities is the rule despite worthy exceptions and it would be impossible to estimate the amount of loss of life or unnecessary pain caused by refusals of hos-pitals to admit Negro patients. 'For example, in the Kansas City area recently, a young Negro woman, injured in an auto accident, was refused admittance to or hastily transferred from four different hospitals because of her color. Eventually taken to her home, she died shortly after. Competent medical authorities definitely asserted that, with prompt and adequate attention, she might well have survived. ' Adding to this problem is the inability of qualified minority-groups doctors, nurses, and medical technicians to obtain staff ap-pointments to hospitals practicing discrimination. Thus the ,hos-pital rationalizes--"We have no Negro doctors so we don't have Negro patients." In this aria as well as employment, however, encouraging prog-ress has been made in ~ecent years. Laws in many states have been .passed prohibiting hospitals from refusing emergency patients Because of race, color, creed, or national origin. Many single hospitals in ~ities like Chicago, New York, Kansas City, and others have taken the initiative in eliminating color bars and given Negro or Jewish doctors and nurses staff appointments. The number of Negro medi-cal students in formerly all-white attended schools is on the increase, and Negro graduates are finding it easier to obtain interr;ships, par-ticularly in municipal hospitals. Education 3) In the, field of education as well, divine concepts of justice and decency to all mankind are just as strong as the above, but school segregation, with its foolish emphasis on the "separate but'~qual" tbegry, at a time when equal facilitiesAor .minority grqups i.s .p.hy.~si.-~ cally and economically t;nfeasible, continues as a burning, national 236 September, 1953 INTERGROUP RELATIONS issue. The waste, not only in dollars but in imperfect or thwarted personal development because of these barriers amohg children is in-calculable. To fully equalize, for example, the separate public schools of the State of Missouri alone wduld cost $20,000,000 according to a re-cent surveyl--without counting the cost of continuing extra trans-portation for Negro pupils. 'On the other hand, it was estimated that approximately $.1,150.000 a year of tax-monies could be saved by integrating the Missouri public school system. It is in the field of education, however, that the record of ad-vancement in the last decade is brightest. U.S. Supreme Court deci-sions have opened ~graduate schools in the South to all applicants. (Those in the North, for the most part, have been integrated sinc'e the 19th Century.) The forthcoming Supreme Court decision on public school segregati.on may well mean thd eventual end of this-anomaly on American democracy. The record of Catholic school authorities in school segregation matters is most significant. In community after community, in-cluding' Kansas City and St. Louis and even in Deep South areas where school segregation was deep-rooted custom, boId and cou-rageous action by diocesan' or arch-diocesan officials have integrated Catholic schools at all l~vels. Jesuit colleges and high schools, in particular, have a record of many "firsts'" in this respect, welcoming all stu~tents in communities otherwise strongly segregated. " IV Despite the. admirable record of Catholic schools in eliminating school segregation, many serious problems still remain to be faced. Perhaps chief among these is that regarding the efficacy of teachers as well as curriculum material in instilling sound intergroup attitudes among pupils. Chiefly. because of existing residential segregation of minority groups in most American cities, the elimination of segregation in Catholic schools where ~t has been.accomplished does not always mean extensive integration. As a rule, a school attended wholly by white pupils remained white-attended With the reverse true for schools Wholly attended by Negroes or children of Mexican descent. It has been usually in the "fringe" areas--where the population was 1"The Cost of Segregated Schools"--Study by Stuart A. Queen, Washi~gtoa Uni-. versity. Available from Missouri Association for Social Welfare, 113 ~ West High Street, Jefferson City, Missouri. " " 237 WILLIAM H. GREMLEY mixed racially or ethnically--that significant integration of different groups took place. Such "fringe" schools are usually in a minority compared to the total number in any given urban community. Ex-ceptions should be made with reference to any isolated Negro-occupied areas outside .the main such area in an urban center. Even in those cases, however, usually not more than a handful of new Negro pupils were registered after the integration order. This residential segregation has, in some areas where the popu-lation is predominantly Catholic, stimulated several situations of racial violence in which the role of the Catholic school has severely been called into question. Following the Cicero anti-Negro riot of 1951, which occurred in a community estimated to be 65 % Cath-olic, the writer interviewed an official of a local Catholic ~chool. In response to questions concerning the use of curriculum material pro-moting positive intergroup attitudes, it" was indicated, that the teaching of such attitudes was confined to the history classes. Worthy as such teaching may be, it was hardly sufficient to relate present-day intergroup problems to the pupils. Since many of the youthful par-ticipants in that affair were observed wearing Catholic insignia of some type, such limitations were not effective as a deterrent to vio-lence. The Peoria Street violehce of 1949 in Chicago, in which extreme ¯ anti-Semitism as well as anti-Negro prejudice took the form of severe assaults and beatings on bystanders allegedly "3ewish-looking," oc-curred in an area estimated to be 90% Catholic. Teen-agers in both incidents played a predominant role in the violence. It is true, of course, that such incidents of racial and religious violence are by no means confined to areas predominantly or heavily Catholic in population. Numerous other disturbances equally or even more severe than those cited have occurred in urban localities pr(~dominantly non-Catholic. The immediate concern, however, is with the role of the local Catholic school, in social situations involv-ing pre.judice and intergroup violence and in localities where ~ignifi-cant portions of the population¯ are of the Catholic faith. Something Lacking? The percentage figures and role of teenagers in the above two af-fairs pose an important question--what was lacking in the teaching techniques of the local Catholic school that could have prevented such expressions of violence and prejudice at least by participants who 238 September, 1955 INTERGROUP RELATIONS may have been Catholic? That something was--perhaps is-- lacking is obvious. While it may be that such a lack is due to com-munity pressures and mores hostile toward p~ople of different color or religion, it is possible that lack of awareness by teachers of the problem coupled with teaching materials that possibly create disre-spect and prejudice for different groups, may also account for this deficiency. For example, in one type of reader used in Catholic ele-mentary schools, the following quotation is f6und: (The reference is to the American Indian.) "Hello, Mother," cried Tom, as he ran into the apartment house where he lived. On the table in the kitchen Tom saw a large white cake. 'Tm glad that I'm an American boy tonight," he said. "Indians never had cake for supper, did they. Mother?" "I'm afraid not, Tom," answered his mother. "They didn't wash their faces before supper, either, but American boys do that.''2 Apart from the "1o, the poor Indian" attitude implied, it is manifestly unfair to deprive tbe native American of his nationality. The matter of bodily cleanliness, of course, varied in custom among the numerous Indian tribes. It is hardly possible that- respect and dignity for the American Indian as an individual created by God could be implanted in children's minds from this passage. On the other hand, an example of the type of curriculum material that can advance positive attitudes in a realistic social situation sense is found in another reader containing the story, "Toward a Promised Land.''3 Dealin~ with effort~, based on race prejudice; to oust a competent Negro doctor from a hospital, the tale. resolves the situa-tion satisfactorily from both a moral and practical viewpoint. The efforts fail, the ~doctor is retained, and his little son sees another ad-vance toward "a promised land." Both examples above perhaps will illustrate the social impor-tance of developing proper intergroup attitudes among children, ad-mittedly often a difficult task in the face of possible parental prejudice and objections. This social importance, however, is far overshadowed by the spiritual importance. To permit or ignore the development in children of prejudiced attitudes, unchecked or not counteracted in 2"This is Our Town," Faith ~ Freedom Series, Book 3, by Sr. M. Marguerite, 'Ginn E4 Company, 1952, p. 46~ 3"These Are Our Horizons," Faith ~3 Freedom Series, Book 7, by Sr. M. Charlotte, and Mary Syron, LL.D. Ginn E4 Company, 1945, p. 136. 239 WILLIAM H. GREMLEY Review for Religious the school, may be almost as much a negation of. ~hrist'~ ~eaching.as the actual encouragement of group prejudice or bigotry. The re-sponsibility, ofcourse, is no less in the home than in.the school, but in the Catholic school the duty to ~each the'ethics of the brotherhood of man unde~ the Fatherhood of God seems of particular concern. The concern is that of Christ. In her excellent study4 on attitudes towards Jews~ by .Catholic school children, Sr. Mary Jeanine Gruesser states: "Interest in the social attitudes of Catholic children is bound up with Catholic belief and practice. Today the. tremendous~octrine of the Mystical Body of Christ is being .preached and taught with new stress and emphasis. In language that he can understand, the youngest Catholic school child is learning to live the fact that all are members, one of another, in Christ. But the teacher who is really concerned that the child take this lesson away from the classroom and back to his play group in the neighborhood, rnus~ know some-thing about the situations and conditions of intergroup interaction of which the child is.a part, of the attitudes toward other people, other religious and nationality groups, that be has already formed. These are the realities to which the doctrine' must be applied, but the two must be related t:or th~ child." Having stated and, it is hoped, adequately illustrated the prob-lem, some positive resources may be listed that may be of value. Available Resources 1) As indicated, a local city intergroup agency can be of as-sistance in suggesting acceptable audio-visual and curriculum ma-terial designed to counteract prejudice and develop healthy and wholesome attitudes in children regarding people of different groups. ~2) Private agencies such as local community relations bureaus,. some school or teacher associations or local offices of the National, Conference of Christians and Jews also have resources ~eadily avail-able for this purpose. 3) Teacher workshop~ in intergroup r61ations are now available each summer in practically every section of the country. For tb~ most part, these workshops are given at local universities and colleges. A lis[ of them may be secured from the office of the National Associa- 4"Categorical Valuations of Jews Among Catholic Parochial School Children," St. Mary Jeanine Gruesser. Dissertation, Catholic University of America Press, Washington, D. C., 1950, p. 8. 240 September, 1953 INTERGRouP RELATIONS tion of Intergroup Relations Offici'als.s Most of these institutes are secular in nature and sponsorship. They are open to all applicants and usually held during the day. A special workshop designed for Catholic religious teachers has been instituted in the Shell School 6f" Social Studies in Chicago. 4) Competent rating scales for determining children's attitudes toward members of other groups are available. Examples are the "Wrightstone Scale of Civic Beliefs," the "Bogardus Social Distance Scale," and the "Grice Scale for.Measuring Attitudes Toward Races and Nationalities." (The latter is available in Sr. 3eanine's study.) As initial steps, such s~ales are extremely valuable in determining an inventory of such .attitudes and measuring the extent of such prob-lems existing in any school. V In conclusion, the international significance of official city agen-cies as resources leading to solutions of group problems of education, employment, health, or welfare facilities is manifest. In essence, they indicatd a "coming of age" for America, a growing realization that America must and can fight its own dilemma on its own grounds. For too long the Communists have pointed a distorted finger of shame at this dilemma in our democracy withoutwas is natural for them--mention of the earnest and valiant efforts made to work 6ut these problems within the framework of our democratic tr'aditions. That we can and will continue to do so, that all group~ and re-ligious bodies, Catholic and 'iaon-Catholic alike, will strive to give substance and body to our great political and religious heritage, is inevitable. Despite the discordancies, whether of violence, discrim-inations, or prejudice, the record of progress in the over-all march of American democracy toward its fulfillment for all, is clear and pro-. found. SNational Association of Intergroup Relations Officials, 565 North Erie Street, Toledo 2, Ohio. "'Opposed to all of these and a billion times rhore powerful is that Love repre-sented by the Sacred pierced Heart of Christ. It is the love for all men, who have equal opportunity tOoshare that tremendous Love, and to return it according as they will, for it has "first loved them and gone down to death for them singly and col-lec/ tively. Such a Lo~,e, even more than the common hand of the Creator unites all men before God. Can men be so callous as to remember race-hatred while kneeling around the Cross of the Crucifie~[ Christ?" '(The Most Rev. Vincent S. Waters, 'Bishop of Raleigh, in his Pastoral Letter of June 12, 1953.) 241 A Year wit:h the Rural Parish Workers [EDITORS' NOTE: The Rural Parish Workers of Christ the King are laywomen de-voted to works oi~ the apostolate in rural areas. Father Edward A. Bruemmer, in whose parish they bare worked for several years, says of them: "[ am convinced that theE are as essential to the welfare of a rural parish as the teaching sisters in the parish school. Perform!ng the corporal and spiritual works" of mercy on a scal~ hitherto undreamed of, they have renovated the face of the earth here." We had planned to give a rather complete sketch of the beginning and growth~ of this work but it is impossible to do that in our present issue. We hope however, to give it later, because we believe it is very important for our readers to know about the va-rious possibilities ot: the lay apostolate. For the present, we content ourselves with printing this informal article written by a Rural Parish Worker who signs herself, Miss Mary. The material in this article can be obtained in brochure form from: The Rural Parish Wokers of Christ the King, Route 1, Box 194, Cadet, Mis-souri.] THE residence and center of the Rural Parish Workers of Christ the King (laywomen dedicated to the service of their neighbors in rural areas) is at Fertile.in the large rural parish of St. ,Joa-chim, Washington County, Missouri'. This is picturesque with its rolling hills, great trees and valleys, but there is evidence of poverty everywhere to mar its beauty. The inhabitanl~s for the most part are a poor, uneducated, generous, loving, and appreciative people. The Rural Parish Workers, cooperating with the pastor, do much to edu-cate, see social justice done, relieve want, spread Catholic Action in the area. I'm spending a year with the Rural Parish Workers, participating in their work and sharing in all their activities. This means sharing in the spiritual life also . . . daily Mass, Prime and Compline or Lauds and Vespers in English, individual recitation ot: the. Rosary, reading and study. This summer when I first arrived, along with two other volun-teers, Miss Pat and Miss Christina, plans for the Open House were already under way. This project is given yearly under the sponsor-ship of a group of men to make new friends for the Parish Workers and spread word of their work. We three pitched right in, helping clean up house and grounds with the neighbors and others who came to help. A week later the big day came. So did 1000 visitors. About the middle of the afternoon Mol~her .Nature came along with the 242 RURAL PARISH WORKERS biggest rain of the season! Many persgns hurried home, but many stayed, so we served food all over the house and on the porches until everyone was happily fed. That night we washed up the biggest gobs of mud and thanked God for a very wonderful day in spite of the rain. Not long after Open House we had a Clothing Giveaway for the needy people. Several times we went on visits in different parts of the parish which is 150 square miles in size. Can you imagine people who live only 50 miles from St. Louis being so isolated as not to see other human beings for weeks at a time? Well, I can state this is the truth. In 3uly a neighbor took us to visit such a family. You can imagine how glad the old couple were to see us. Even though we had been jostled around on the back of a truck (the only way we could get through the woods) and then soaked in a sudden down-pour of rain! Baptisms During another visit a littl~ girl came running across the road. "Could we come over right" away?" A neighbor's new-born baby was dying and the parents wanted Miss LaDonna or Miss Alice to baptize it. So we thankfully watched another child added to God's family in the car of the doctor who was taking the baby to the hos- ¯ pithl. We were present for many weddings in the parish church this summer. But one morning the celebration was for a different reason ¯ . . the baptism of an entire family instructed by Miss LaDonna. We volunteers were happy to witness the event and to take part in 'their joy. Although life with the Parish Workers is anything but routine, there are some things that must be done regularly. Each of us kept her own room neat and clean, and helped with the thorough weekly cleaning. We took turns, two together, in preparing meals and washing the dishes. Each evening one of us volunteers got to milk the goat. This was quite a thrill for us city girls. We volunteers helped Miss Alice with the outside work such as tying up grape vines, wa-tering trees, pulling weeds, raking gravel in the newly-made drive, etc. The Parish Workers' clean-up activities aren't limited t6 their own home, however. One afternoon we all went to watch the completing of the purifi-cation of the spring used by the people of the immediate area. The 243 RURAL PARISH WORKERS Reoieu) for Religious Parish Workers had had the spring cleaned and enclosed in 'concrete with a pipefor'tbe water to run through. This prevents people from dipping their buckets into the .waterand has greatly improved the health of the children in the neighborhood. After an especially b,u~y week we were all preparing for a day of rest when an elderly man came to the door. He bad walked several miles to tell us that his grandson was suffering from a brain tumor and must be rushed to the hospital ira.mediately. Could we get him in? So, this ended our day of rest and sent us on an errand of mercy. Several times this summer Father Bede, O.S.B., spiritual director of the Rural Parish Workers, visited us and gave us many interesting and enlightening talks which broadened our knowledge of the lay ¯ apostolate and helped our spiritual growth. Seven Weeks for doing something you thoroughly enjoy are too short as we three volunteers discovered when the Summer Session came to an end. We all left with heavy hearts. Miss Pat had to re-turn to school. Miss Christina was needed at borne. And I went borne to prepare my winter clothing and tell my family that I in-tended to return in September for a year.of service. Instructions Upon my return [ entered more fuIly into the life of a Parish Worker. Activities began with the start of weekly religious instruc-tions for the public scl~ool children. My class of twenty youngsters is made up of 2nd to 4th graders who have received their First Holy Communion. I find them very attentive and well-behaved with a thirst for knowledge. I had returned to Fertile when the country was most beautiful and the large pears on our tree were ready for picking. I donned a ¯ pair of blue jeans and an old shirt and had the time of my life climbing the tree and shaking down the pears, using the garden rake for the hi~hest branches. Seven bushels of delicious fruit were added to our pantry and shared with our neighbors. In October we entertained the members of the Parish Workers' Advisor~ Board and their wives ata buffet supper. Miss Par'and Miss Christina came to help with this gala affair., We all had so much fun together they were reluctant to leave. But plans were made to get together again when time came for selecting and packing Christmas gifts for.the 250 children in the families we assist during the year. 244 September, 1953 RURAL PARISH WORKERS Travel The distribution and sorting of clothes for these families has been given me as my special project, and I must admit I find it both interesting and helpful. Interesting because of a natural woman's instinct wondering what I will discover in each box I open, for these boxes and packages come to Fertile from all over, sometifnes from as far away as NeW York. And helpful, for in this exploited area wages are very low. Many times we bear of a child out of school bedause of no shoes or other clothing. And for many families the only new baby clothes are those we are able to supply in the layettes generously donated by women and college girls interested in this apostolate I am learning to drive. " If you ask'the Parish Workers how I am doing they ~vill answer, "Wonderfully well." But if.y6u put the question to me ~ am afraid you would receive a different answer. However, I shall keep on-, for often I could help out if I were able to drive the station wagon myself. We travel many miles,each month. Over two thousand is the average now. A number of trips are made to St. Louis, eSl~ecially to clinics and hospitals. One such trip concerned my special ,family. While visiting them one day I noticed the baby looked ill. He was terribly undernourished anyway, and I was truly worried about him. We telephoned a St. Louis hospital and the Sister told us a bed'would be available as soon as we could get.him there. The familywere un-able to pay anything but the baby remained in the hospital seven weeks and is now doing wonderfully. From.time to time I ~ake visits with ~ne of thd Parish Workers. One morning it was necessary to make a trip to the courthouse to see the judge about a f~imily we were helping. I was more than giad to be risked to go along as I would get the opportunity to meet some of the civic officials and learn how,they and the Parish Workers work together to help others. Since I have been here I have learned much about Secularigm and Communism and the inroads tb~y baremade in our country. I am also learning how to detect their prop~an~la in radio programs, newspaper articles, etc. Accompanying Miss LaDonna to the Well-Baby Clinic was al-ways a pleasure., until one day she pulled a fastone and asked the County nurse to give me a typhoid shot. Of course I knew about"it beforehand, but being a city girl I really h~d.~'tthought, much about it., We take pure drinking, water, for gr~inted' in the city, but out here 245 RURAL PARISH WORKERS Review for Religious it's different. All the water is from creel~s and springs like the one the Parish Workers fixed up last summer. The home of the Parish Workers is an old brick house. Major remodeling has made it into a modern home with many conveniences so that they may devote as, much time as possible to their apostolate of serving others. Minor work in the house proceeds slowly, one room at a time, and furniture is supplied by donations. Most of it we repair or repaint, but recently a women's group brought out a complete flew bedroom outfit which the Parish Workers placed in .my room. "Harmonious surroundings help in the development of a Christian home'," they always say. I know for sure they are relaxing at the end of a busy day. The apostolate of the Rural Parish Workers is not well known, although for several years, under the patronage of the Most Reverend Archbishop of St. Louis, they have been quietly working among the poor and downtrodden. So now we send out a monthly memo of recent news to The King's Men, an auxiliary of the Parish Workers. This and other secretarial work enables me to make good use of my typing learned in high school. Christmas There is always activity here at Fertile, but preparations for Christmas are something to behold. First, making of the Advent wreath. Three days before Advent we gathered pine from a large pine forest nearby. I had the pleasure of helping make thewreath, which we hung from the living room ceiling. ¯ With its four candles. magenta-colored ribbons and fresh green l~ine it was a beautiful re-minder of the season of preparation for the great Feast of the Nativ-ity as well as of the long period of waiting for the first "coming .of Christ over 1900 years ago. Decorations in the house were c.hanged to conform with the spirit of the season, and each evening after sup-per, as we lit the candles, one the first week, two the second, and so on, and asked God's help and blessing, we seemed to come closer to the Divine Infant soon to be born again in our hearts on Christmas Day. It was during one of these evenings when all felt in a gay and joyous mood that we selected the °"jewels" for our decorated cross. We finally all agreed on the selection and then could hardly wait for Christmas to hang the beautiful cross with its sparkling stones of red, yellow and blue. Several trips were made to St. Louis and near- 246 September, 1953 RURAL PARISH WORKERS by towns for Christmas shoppi.ng ~and to pick up clothes, canned goods, toys and candy donated by generous friends for "the needy. Also to distribute gifts to our families and friends~ Miss Pat and Miss Christina returned for a week-e.nd to help with the toys, sacramentals, and candy for the children. We were all busily engaged in this task when the Auxiliary Bishop, Most Reverend Charles H. Helrrising, arrived for a short visit with the ¯ Parish Workers. He .gave us his blessing and told us to tell others ot the need for volunteers in this rural apostolate. The following week we packed food for all the needy people of the area. We could gix;e large boxes, due to the generosity of our friends. Gifts and candy were also prepared for our children in the Sunday classes. Several trips were made to the parish church with the station wagon full of people. We live eight miles from church and "many neighbors .would have no way to get to. confession or Holy Mass if it were not for the Parish Workers. Even on the day before Christmas as we worked on the Crib and tree, time was taken so that no one would miss the opportunity to receive Holy Communion on the great feast. As we finished trimming the tree we realized the season of prepa-ration bad ended. Gifts had been hung on the tree ready for the children when they came to visit during Christmas week. They would come with hearts full 6f joyand expectancy to receive their gifts. And we were ready, too . . ." for the greatest Gift of all, ~he Son of God Himself. At Vespers on Christmas Eve the lights from the four candles of the wreath flickered and caught in the jeWels of the decorated cross. A feel!ng of peace and joy filled each of us. Later when we drove with our neighbors to Midnight Mass we could almost hear the Angels singing, "Glory to God in the.highest . . ." And afterwards the gently falling snow seemed to enhance the feeling of peace and love as all exchanged the Merry Christmas greeting. I have written of many things during my first six months with the Rural Parish Workers. There are many more, all pointed to the development of Christian homes, wi~:h interest in government, edu-cation, culture and religious welfarel But you have not the time, ¯ nor I the space to include them here. UPon reading this you may. ti~ink all is Work and no play. But that is not true. Recreation is impor~tar~t in the life of a Parish. Worker. And in the evening you may find us reading, listening to. 247 SISTER M. AGNESINE, Review [or Religious the radio, playing cards, doing hand work according to one's inte~- "ests, and occasionally going to a movie. This summer we even took time out to, go swimming, hiking, picnicking, or for an evening drive. You see, we are just one happy family and all share in one another's joys or" sorrows, working, praying and p, laying together for the glory of God and the service, of.our neighbors. " If I intend becoming a Rural Parish Worker I must spend a pe-riod of reading and instruction, and learning what my duties would be in this area or any area to which I may be sent. Already I have seen the need of the work and the good the Parish Workers are doing. So I say, "God bless them and all their under-takings, and please send more workers for this vineyard." Paging !:he Religion Teacher Sister M. Agnesine, S.S.N.D. " " THE story is told of a prosperous business man who claimed that allMs success was due to a single statement left him as a legacy by his father: "My son, when everything goes wrong with you and ill luck seems to pursue you, then look around and see where you are mismanaging things." Instead of throwing up our hands in despair, as we realize the cryi~ag needs of a world strayed far from its. Maker, suppose that we, too, look around to see whether by any chance we religion teachers might be mismanaging things. Making Religion a Living Reality Granted that we are thoroughly equipped, theologically and in-tellectually, what else is required to assure our success? Let us as-sume that we teach our religion classes regularly and cgnscientiously. We may even boast that our pupils know all the answers. But have we any assurance that they also accept these truths and are prepared to live them? In other words, have we set their hearts on fire with love and motivated their wills with .a strong determination to live their religion intelligently and consistently all th'rough life? Their words alone are not sutticient assurance: neither is their more or less praiseworthy conduct in school. Their religion must be a-living re-ality. It must be~:gme so much a part, of their being that they can- 248 SeptemSer, 1953 PAGING THE RELIGION TEACHER not. lose it without losing life itself. To imbue children with such. a living faith means more than merely teaching Christian Doctrine. It means keeping in mind the fundamental needs of our times and directing pupils to meet these needs according to God's plan. It means, therefore, to help them un~derstand and appreciate God's complete ownership of the world and all it holds, and instilling in them a deep reverence for His au-thority. ,It means helping them to evaluate the things of time in the light of eternity; of making them seeall of life from God's point of view. It means preparing them to meet the problems of life, whether as humble employees, as members of a Christian family, or as leaders of a nation. It means impressing them with a sense of responsibility not only toward God but toward their fellowmen, whom they must recognize as members of the My.stical Body of Christ. It means, finally, giving them a sense of direction, so that they will always and above all things keep clearly in view their eternal destiny. Knou)ing Not Onlg What But Also Hou) to Teach How can the religion teacher,acco, mplisb so tremendous a task? He dare not excuse himself by saying that it is primarily the function of the home to train theyoung for Christian living. For, while he cannot, exempt parents from their duties, the wise teacher will first re-establish Christian ideals in the home through the boys and girls in his classes by teaching them to understand and accept the responsi-bilities of Christian marriage and Christian family life. All of this means more than imparting knowledge. It is not the printed or spoken word alone, no matter bow important in itself, that is necessarily convincing. If the teacher is to gain the desired effect, be must know not only u)bat to teach but how to teach. He must not only inform the pupil's mind but also aim to arouse his emotions to love the faith and to move his will to accept and live it. "Religion is no use" says Father Drinkwater, "until it is accepted and" lived." Teaching b~j Example To teach religion for Christian li~ing, therefore, we must pene-trate the thick shell of modern materialism which surrounds the n~en-tality of even our Catholic pupils. But to be able to do so, we must first of all be living examples of the truths we teach. To the young--. and to the old as well--we are the Church, ~ve are religion, we are 249 SISTER M. AGNESINE Review [or Religious Christ. And unless we outrival in all that is ¯good and true,.in all that is. noble and beautiful in the highest sense Of tl~e ~word, those who, knowingly or otherwise, contrive to shape .the aims, the atti-tudes, and the ideals of the young, we cannot hope to influence them for life. If we.teach that religion must take prec.edence over all other values in life and that therefore the religion lesson is the most imPor-tant of all subjects on the program, then we ourselves ¯will have to put first things first and prove by our regularity and zeal that we mean what we say. Then, too, we will quite naturally do all in our power to make the lesson the most fascinating and interesting sub-ject taught in the school. That means, ir~ the second place, that the teacher must have some knowledge of the techniques of teaching. All too many instructors of religion are still under the impression that all they need to do is to explain the subject ~ind that the child will naturally imbibe what is being said. They do not realize that in spite of a seemingly atten-tive attitude, the pupil is often miles ~way during the religion period : like the boy who, after hearing a long explanation of what it means to be selfish and unselfish, innocently asked the teacher what kind of fish that was. Making the Lesson Purposeful and Effectit)e The following questions may help the teacher to see more clearly whether the proper means are being used to make the lesson effective. Do I know how best to appeal to the child's heart, in language adapted to his age and ability? Do I strive not only to teach the Catechism lesson but more particularly to give children a lasting love and appreciation of those sacred truths? If they are leaving the Cath-olic school or study group shortly after these instructions, am I rea-sonably sure that I have instilled into their hearts the desire to grow in the knowledge and love of their faith, through the grace of the sacraments and also through a desire for further study and readir~g? Do I have a fund of convincing illustrations and stories, prefer-ably out of everyday life, that come close to the experience and un-derstanding of my pupils, so that they will the more' readily retain what I have tried to impress upon. them? Do I giye my students an opportunity to do things for them-selves, to ask questions, and think things througb.? Or do I do all the talking myself and take it for granted that th~ pupils are thinking and learning? 250 SISTER M. AGNESlNE, Review for Religious Do I know how to motivate their wills to action so that th~ knowledge of the truths they have learned will carry over to future years? When I teach the Mass, for example, do my pupils giadually learn to live and apply its beautiful prayers and lessons to themselves, not only for the present but especially for th~ years to come? Do I aim to bridge the gap between the day's seemingly unrelated lesson to tomorrow's realities? The sacrament of matrimony with all its implications is a case in point. How well do I prepare espe-cially those pupils who are about to leave the Catholic school, to ac-cept and appreciate the Church's teachings on the subject, and to lay firm hold on high ideals of Christian family life for future use? Am I familiar with the many teaching aids that are at my dis-posal to make my work more interesting and to help deepen the im-pression? Do I know how to use them to the best advantage? There are charts and pictures, fil~ns and slides in abundance. Can I distin-guish between what is most helpful and what is merely ~ntertaining? Do I realize the importance of making careful preparation for the daily.lesson? To outline my objectives? To divide the subject mat-ter according to its imporian~e and time allotment? To test pupil knowledge and particularly to evaluate my own teaching? reading By wrong, things. Acquiring Skill in Techniques How can the religion teacher acquire a fuller knowledge of those procedures that will best insure success? Here are a few suggestions: By accepting wholeheartedly the~ responsibility to teach ~eligion for living, that is, in a manner that will help those whom he teaches to lead fully integrated Christian lives. By keeping an open mind and realizing that no matter how ex-perienced or learned he may become, there is always room for im-- provement. " By prayerfully and conscientiously preparing the daily lessons and by carefully thinking the subject matter through himself, so that he may present it most effectively. .By keeping in touch with modern methods of teaching, through and lectures, and by observing experts in the field. looking around occasionally, especially when things go to see whether by any chance he might be mismanaging If, then, we are willing to face our problems and to set about en-thusiastically learning how to meet them, we may hope to add our little share in the great work of restoring 'all things in Christ. 251 Prac :ice: ot: !:he I-Ioly . ee Joseph F. Gallen, S.J. ~ T IS both profitable and commendable for religious to study the ~ d0~uments of the Holy See that affec~ their state of life., .This is particularly true at present, when the Sacred Congregation of Religious is exercising a more .positive and directive influence on the lives of religious. This article is devoted prin~ipally to' documents addr,essed to individual religious institutes. These are evidently not a matter of general knowledge but they are of general utility, since they reveal the practice and thee principles of the Holy See. I. ERECTION AND PONTIFICAL. APPROVAL OF CONGREGATIONS 1.Constituti.ons of. a new diocesan congregation. For at least the licit erection of a new diocesan congregation, the local Ordinary must first consult the Sacred ,Congregation of Religious.1 This. con-sultation is to be addressed to the S. C. of the Propagation of the Faith for the .erection of native congregations in missionary countries. Diocesafi constitutions should be compiled in conformity with the Code of Canon Law and the practice of the Holy See as found in the approved constitutions of pontifical congregations. They ate to dif-fer from pontifical constitutions only in the matters proper to dioce- .san congregations. For the attainment of this end the practice of the S. C. of the Propagati~'n of the Faith had already commanded that after the erection of the new congregation: "The Constitutions of the new congregation, in Latin and in the vernacular (at least six copies), must as soon as possible be submitted to this Sacred Congregation so that they may be duly examined, amended, and returned with suit-able remarks to the Ordinary, to be approved by him.''2 The S. C. of Religious now follows the same practice and demands that the local Ordinary present the complete text of the 'constitutions with the con-sultation for the erection of the new diocesan congregation.3 At least one author had previously recommended such a practice to local Or-dinaries.~ The fear, already expressed by some authors, that this oractice 1Can. 492. § 1. 2Bouscaren, II, 158, n. 10. 3Larraona, CpR, XXVIII (1949), 228, nota ). 4Muzzarelli, n. 53. 252 PRACTICE OF THE HOLY SEE will ~ause an excessive similarity in the constitutions of various insti-tutes can be avoided by greater care in the. compil~tion of the spir-itual, as distinct from the canonical, ~rticles of the constitutions. The practice will also preclu,de the opposition that often arises when the ihstitute wishes to become pontifical. This opposition is usually con-cerned" with matters that are thought to be new but which should have been contained in the diocesan constitutions of the congregation, for example,~e system of delegates for the. general chapter and the six-year term~'Bf the superior general. 2. Mbtters to be presented fora decree of praise. A diocesan con-gregat! on ordinarily becomes pontifical by a decree of praise, With which the Holy See practically always now grants an experimental approval of the constitutions for seven years. The conditions neces-sary for pontifical approval are: the congregation by a sufficient test~ of time should have given proof of stability, religious observance, and of spirituai profit in its work; it is sufficient that the congregation number one hundred and fifty ~nembers and.is not necessary that the congregation have houses in more than one diocese. These facts are established primarily from the testimonial letters of the local Ordi-naries. To obtain a decree of praise the following matters are to be sent to the S. C. of Religious: a) A petition for the decree, of praise addressed to the Ron~an Pontiff and signed by the superior general and his or her c~uncillors. b) The testimonial letters of all the local Ordinaries in whose dioceses or territories the congregation has houses. Each local Ordi-nary is to send his letter directly to the S. Congregation. c) The"number of religious and houses. The S. Congregation will be aided in its judgment on the system of delegates for the gen-eral chapter !f the houses are listed in a tabular form that gives sepa-rarely the number of professed of perpetual and temporary vows in each house. d) The name in religion, full name in the world, and a brief biography of the founder or foundress and of the first superior of the congregation. e) The S. Congregation is to be informed of any extraordinary facts, such as visions and the like, .that occurred at the foundation of the congregation or thereafte~ and also of the special devotions and special and. favored religious exercises of the congregation. f) A copy of any special book of prayers in use in the congrega-tion. 253 ,JOSEPH F. GALLEN Review for Religious g) A colored picture of the habit of the professed and of the novices. h) 30 typed copies of the constitutions. These should prefer-ably be in Latin, but French or Italian is admissible. The constitu-tions should have been revised, for the new pontifical status and have been previously examined and approved by the local Ordinary of the motherhouse. They are to conform to the Code of Canon Law and the practice .of FheHoly See, and are to contain the norms and safe-guards necessary for attaining the special end of the c~regation. A recent form letter of the S. Congregati6n appears to demand only two copies of the constitutions, but it is not certain that the former num-ber of thirty is no longer obligatory,s i) Information is to be given as to the number of members who were formerly in other religious institutes. j) An historico-juridical account of the congregation from its beginning. k) A quinquennial report, which may be in the vernacular, for the five years immediately preceding the petition and compiled ac-cording to the questions of the new quinquennial report for pontifical institutes. 'A question that can apply only. to a pontifical institute will obviously not be pertinent. ¯ l) It is to be stated whether there are other religious institutes in the diocese with the same special purpose. m) If the congregation is a third order, an attestation of aggre-gation from the superior general of the first order must accompany the petition. n) The. superior general, with the consent of the local Ordinary of the motherhouse, is to designate a secular or religious priest resident in Rome to act as agent for the matter with the S. Congregation. 3. Miscellaneous details. The expense incurred at Rome for the de:- cree of praise is to be classed as insignificant. The. process can be quite slow. One American congregation mailed the necessary mat-ters to Rome in June, 1950, and received the reply in March, i953. During the pontificate of Pius XII (1939-1952) the decree of praise has been obtained by ninety-two congregations; the highest number in any one year was twelve;" and eight of the congregations listed have their motherbouses in the United States.6 4. Continuance of superiors in ottice. Muzzarelli states that on the scf. Guti,%rez, CpR, XXXIV (1953), 129. 6Cf.Guti~rrez, ibid., 130-138. 254 September, 1953 PRACTICE OF THE HOLY SEE occasion of obtaining pontifical approval .or of a new approbation of the constitutions the general, provincial, and local superiors.remain in office but only for the time for which they had been elected or ap-pointed. At the expiration of this period a new election or appoint-ment is necessary. The ~ame principle is to be applied to general, provincial, and local councillors and officials. Canon la.w regulate.s precisely the duration in office of a local su-perior, who may not have more than two successive full three-year terms in the sam~ house inclusive of the time in office hnder the for-mer and the new constitutions. However, in the case of higher su-periors the Code merely.prescribes that they are to be temporary and leaves the determined legislation on the duration.and re-election or re-appointment to the constitutions. The almost universal practice of the Holy See in approving constitutions now gives the superior gen-eral a term of six years and permits an immediate re-election only for a second ttrm. A mother general who had two full six-year terms expiring after the approval of the new constitutions is fully eligible for a six-year term, and even for immediate re-election on the expira-tion of this term, under the newly approved constitutions. The time spent in office under the former constitutions is not to be computed, since these have now lost all force.7 II. LAW 1, Observance ot: laud. It is evidently the duty of superiors to en-force the exact observance of all the pertinent laws of the Church on religious, the Rule, and the constitutions. Negligence in the observ-ance of inual[dating laws on religious can have most serious conse-quences, and this is especially true of invalidating laws on the novice-. ship and professions. The S. C. of Religious gently admonished the superiors of one institute to be more diligent in the future in com-plying with all the laws on the noviceship and the professions. 2. Exaggerated custom books. Customs are necessary for order, effi-ciency, and reasonable uniformity, but some custom books have been too minute and oppressive. From unofficial reports and summaries this appears to have been the thought at the meeting of superioresses general of pontifical institutes held at Rome in September, 1952. Greater attention is to be given to the spirit of the law, since the law of any institute should be the incarnation of its spirit. Not many prayers, but prayer is what is necessary. Formalism, legalism, and ;Muzzarelli, pp. 206-207. 255 JOSgPH F. GALLEN ' Revietv for Religious externalism are to be avoided. The centering of the religious life in the fulfillment of innumerable details, formalities, and observances should be abandoned. Religious are magnanimgus souls who have sacrificed everything to attain and intensify the love of God, not fussy externalists. III. HABIT OF RELIGIOUS WOMEN 1. Form o~ the "~abit. Pius XII expressed the. general principle on the habit of religious women when he state~l that it should manifest the consecration to Christ, religious simplicity and modesty, and be in conformity with time, place, work, and hygiene.8 This norm does not demand any universal and fundamental change in the traditional habit of religious women. Furthermore, the prin, ciple is not new in the practice of the Holy See. The Normae of 1901 stated that the habit in material, form, arrangement, and color~ should conform to religious dignity, gravity, modesty, and poverty, and that "it should exclude any adornment that was apt to l~rovoke adverse comment or ridicule.9 In its typical constitutions for diocesan missio.nary con-gregations the S. C. of tl~e Propagation of the' Faith enjoined: "The habit is to be simple, accommodated to the usages of the people and the climate and not to European customs.''1° In the Statutes for Ex-tern Sisters the S. C. of Religious cdmmanded that the habit of these sisters was to be suitably adapted to their external work and also to external and local circumstances.1~ Sincere reverence for the religio~s habit does not exclude neces-sary modifications. The more practical doubts that arise about some habits seem to be of the following nature: Is sufficient allowance made in .the habit as a whole for the heat of summer and the cgld of winter? The cove~ing of tl~e head and face often causes a questiQn in the chance observer by its stiffness, closeness, ornateness, the time evi-dently necessary for laundering, the extension of the covering beyond the face, and in a.few cases this part of the habit appears to be pro-vocative of adverse comment. We may be permitted one illustration of these observations. The extension beyond the, face does not con-tribute to safety in driving an au.tomobile, frequently makes conver-sation somewhat unnatural, and ~nust be an obstacle in such cases as working on .a patient with a doctor. This is not the most serious SAAS, 43 (1951), 741; 44 (1952),.825. . 9Normae of 1901, nn. 66-67. ' lONormae pro Constitutionibus" Cong(egationum luris Dioecesani, n. 19. IIStatuta a Sororibus Externis Seruanda, n. 26. 256 September, 1953 PRACTICE OF THE HOLY SEE defect that has b~en noted in some religious habits. The sane and practical principles of the Holy See are clear in themselves. Each habit should be sincerely examined on its conformity with these prin-ciples. 2. White habit. The Holy See has f~equently approved in constitu'- tions an ;irticl~ permitting the use of the white habit to hospital sis-ters and to those for whom such dress is necessitated or counselled by other duties or the climate. This habit is accordingly in use in sev-" eral institutes in the infirmary, kitchen, in teaching home economics, and. in similar duties. We can argue safely from the practic~ of the Holy See that such a use of th~ white habit is permitted in all insti-tutes of religious women. The white habit should be as similar as possibl'e to the ordinary habit within the demands of hospital effi-ciency, which is its primary use. The ordinary habit does not have. to be worn under the white habit. 3. Change in the habit. A change in the habit of a pontifical insti-tute or of a diocesan congregation whose habit had been submitted to the judgment of the Holy See may not be made wit,ho,ut the permis-sion of the Holy See; in other diocesan congregations the permissior{ of all the Ordinaries in whose dioceses the congregation has houses is necessary and sufficient.12 Since the habit ik prescribed by the consti-tutions, a change must also have been previously approved by the general chapter. It can be safely held that only a change in the ex-ternal appearance of the habit demands these formalities. The Nor-mae of 1901 required the permission of the S. Congregation only for a change in the appearance (t:orrna) of the habit,13 and the Holy See approves constitutions that demand the permission of the S. Congre-gation only for a change-in the form or color. These constitutions. permit the mother general with at least the advice of her council to, make other changes in the habit, for example, in the material, and this norm should be followed by all institutes for a change that does hot affect the externa! appearance of the habit. IV. DOWRY AND RENUNCIATION OF PATRIMONY IN CONGREGATIONS l. Dowrg. The dowry'is and always has been proper to institutes of women. An amount larger than the one prescribed may be re-ceived as a dowry. An institute that does not exact a dowry may ~2Can. 495, '§ 2. 13Normae of 1901, n. 70; cf. n. 69. 257 JOSEPH F. GALLEN Reviev2/:or Religious receive a dowry that is f~eely offered as such. A subject may give, comple'te, or augment a dowry during the novic~ship and after first or final simple profession. In all the cases listed above the amount that may be given is unlimited, but any amount accepted as a dowry is subject to the laws on the dowry. ' These statements are accepted canonical doctrine.14 2. Renunciation of patrimong in'a congregation of women. The point here can be more clearly proposed in the form of a case. Sister M. Anita, a professed sister in a congregation, has a patrimony of $50,000. She wishes to give the entire amount to her institute, but can. 583, 1°, forbids her, whether her congregation is pontifical or diocesan, to give away this money during her life without a _dispensa-tion from the Holy See. When asked recently for such a dispensa-tion, the S. Congregation replied that the sister, without any permis-sion. of the Holy See~ could give the money to her institute as a dowry or as an increase in her dowry. If the institute wishes to spend any part of the $50,000, permission of the Holy See will be necessary, because can. 549 forbids the expenditure of the dowry. This per-missio, n will be given if the. institute furnishes satisfactory guarantee of returning the capital sum to the sister in the event of her departure from the institute. The interest on the $50,000 is acquired abso-lutely by the institute, but the capital sum must be restored to Sister M. Anita if she definitively leaves the institute, licitly or illicitly, whether her vows have been dispensed or not,15 This is the prefer-able solution of the case, since it was proposed by the S. Congrega-tion itself. The same solution may be followed in any congregation of reli-gious women for either a professed or a novice. A dowry given during the noviceship passes into the revocable proprietorship of the institute only at first profession and thus is not a violation of can. 568, which invalidates any renunciation or obligation that a novice places on his or her patrimony during the noviceship.16 The institute is the mere depositary of the dowry, without p~oprietorship, use, or usufruct during the postulancy and noviceship. 3. Renunciation of patrimonV in a congregation of men or women. The prohibitior~ of can. 583, 1°, quoted above, applies to all congre-gations of men Or women. However, according to the common in- 14Cf. q. 194 of the Quinquennial Report [or Pontifical Institutes. 1SCan. 551, § I. 16Cf. Larraona, CpR, XIX (1938), nora 17. 258 September, 1953 PRACTICE OF THE HOLY SEE terpretation, this prohibition does not ~xtend to the case in which t'he patrimony is given away, wholly or partially, on the agreement and with secure guarantee that it will be restored if- the religious should leave the institute or be dismissed. Professed religious in congrega-tions of men may thus follow this solution, for example, to give their patrimony to their institute. If this solution is follbwed, no law of the Code obliges the institute to secure the permission of the Holy See for the spending of the money. 4. Partial renunciation of patrimony in a congregation of men or women. Without any permission .of the Holy See, professed reli-gious iri congregations of men or women may with safe pr6bability give away absolutely to anyone even a large part of their patrimony provided the amount retained is sufficient to take care of the support of the religious in the event of departure from the.institute. A patri-mony that is. so small as to be entirely inadequate for such support does not fall under the prohibition of can. 583, 1% and may be given away absolutely to anyone,a7 5. New tendency in povert~l of congregations. There are indications that some wish the poverty arising from the simple vow in congre-gations to be made the same or at least to approach more closely the poverty effected by solemn profession, for example, by permitting the professed of simple perpetual vows in congregations to give away all their patrimony.~8 Only one known concession has thus far been granted by the Holy See in this matter. An institflte of religious women of simple vows obtained the following indult from the Holy See in February, 1951: "With the consent of the Prioress General and of bet Council, and upon a favourable report from the Mother .I_n_st_ructor, the religiou.s __m_a.y.at. tb.e _e.n_~ of .tb_e!_r tert.ianship, that is, about ten years after their first profession in the Institute, and pro-vided they have made perpetual vows, renounce their personal prop-erty present and future in favour of the persons or institutions whom they judge before God to merit their preference." V. ADMISSION OF ASPIRANTS The following articles, found in some constitutions recently ap-proved by the Holy See, will be of interest to other institutes. The candidate is obliged to present a testimonial of her free state, that is, lvCf. Bastien, n. 543, 3; Larraona. CpR, II (1921), 71-76. lSCf. Acta et Documenta Congressus Generalis de Statibus Perfectionis, I, 377,429- 431. 259 3OSEPH'F. GALLEN " Ret~ietu for .Religious ¯ of her freedom from impediments. The testimonial of good character is to ,be obtained from the pastor or another known priest. ,The S. Congregation inserted the following article in one set of' constitu-tions: "The Mother General is to interrogate accuratgly on the mat-ter of health, especially concerning diseases that are classed as heredi-tary, and she is to record in writing the replies of both the aspirant and her.parents or guardians." VI. P0STULANCY Although the practice of the Holy See was said to demand that the time of the postul~ncy be accurately determined in the constitu-tions, thre'e sets of constitutions recently approved for congregations of sisters state this time only indefinitely, that is, "for .at least six months," and "not less than six months." A. congregation 6f sisters, whose postulancy is six months, re-quested and,received from the Holy See an indult for fivel years to prolong the postulancy two and a half months for all. This pro-longation will make it possible to complet~ a full coll~ge year during the postulancy. The Apostolic Delegate possesses the faculty of shortening or prolonging the postulancy prescribed by canon law.19 VII. SECOND YEAR OF NOVICESHIP 1. Dispensation. Canon law commands only one year of novice-ship, but many institutes prescribe a second year by the law of their own constitutions. The Holy See evidently does not wish an insti-tute to make a ~practice of asking dispensations from this second year. One pontifical congregation added the second year only recently, and {he Holy See granted an indult for three yeats to one of its provinces to have only. one year of noviceship. The province was.in extra-ordinary and urge.nt need of personnel. 2. Ernptogment in external" works. On November 3, 1921, the "S. C. of Religious issued an Instruction for all congregations, pon-tifical and diocesan, on the employment of novices in the external works of the institute during the second year of noviceship. " The Holy See inserts the principles of this Instruction in the constitutions of pontifical congregations. They should, therefore, be contained also in'diocesan constitutions, either approved 6riginally or revised after the promulgation of the Instruction.' These princil~!es are: (a) The spiritual formation proper to the noviceship.must be pri- 19Bouscaren, 1948 Supplement, 131. 260 September, 1953 PRACTICE OF THE HOLY SEE mary in the second year, employment in external works secondary. (b) This employment is allowable only if permitted by the consti- . tutions, custom, or usage of the congregation. (c) The only licit motive for such employment is the instruction of the novices, never th,e utility or advantage of the congregaiion. (d) The employment is to be carried out witb.~ruderice and moderation. Novices are never to have the sole charge of any external employment but are to work under the direction and supervision of an experienced and exemMary religious. (e) Novices may not be sent out of the novitiate house for such employment unless this is permitted by the constitutions, custom, or usage and the motive is exceptional, extraordinary, seri-otis, and based solely on ~be requirements of the. novice's t~aining, never on the necessity or advantage of the congregation. (F) All such employments must be given up for the two full months pre-ceding first profession, and this time is to be devoted wholly to svir-itual formation and to preparation for profession in the novitiate house?0 A congregation of sisters stated simply in a quinq.uennial report that i~ employed the second-year novices in external works. The reply of the Holy See contained the statement that the Instruction quoted above was to be observed.21 An unofficial summary of the Roman meeting of superioresses general quotes the Secretary of the S. Congregation, Father Larraona, as having r~asserted the principles of the Instruction. He is also reported as having stated that there are always dangers attendant upon this work outside the novitiate. The motive for a second year of noviceship has b~en the necessity of a deeper spiritual formation in institutes, devoted to a very active life. This motive is verified in practically all modern congre, gations. No one experienced in the training of young religious will deny that two years are too brief a period for a proper spiritual formation. It is not very reasonable to prescribe prudently a second year of novice-ship in law and then imprudently overturn the law in fact. This is the reason why the S. Congregation insists on the fundamental prin-ciple that the second year must be maintained as a year of novicesbip. Employment outside the novitiate house should be even mor~ care-fully avoided. The practical consequence of separation from the master or mistress o'f novices is almost always'the lack of any spir-itual formation proper to a noviceship. A sincere examination of the ~°Bouscaren I, 302-304. ¯ 21Cf. q. 176 of the Quinquenn:,al Ro~ort for Pontifical Institutes. 261 JOSEPH F. (3ALLEN ReOiew for Religio,,s effects of employing the second-yehr novices in external works will lead to a more universal observance of this most important Instruc-tion of the Holy See. VIII. PROFESSION I. Dispensation from longer period of temporary vows. The Code of Canon Law prescribes that a perpetual profession, solemn or simple, is invalid unless preceded by three full years of temporary vows.zz Only the Holy See may wholly or partially abbreviate this triennium in any institute; since the abbreviation would be a dispen-sation from the law of the Roman Pontiff. The same principle and reason are true with regard to permitting perpetual profession before the completion of the twenty-first year.23 Some institutes impose a longer period of temporary vows by the law of tfieir own constitutions. This period is usually five, much more rarely six, years. These added years are required only for the liceity o~ perpetual profession unless the constitutions certainly de~ mand them for validity. The latter is practically never permitted by the Holy See in approving constitutions. The constitutions of one pontifical congregation of brothers state that the prescribed five years of temporary .vows are required for the validity of its simple per-petual profession. ¯ In diocesan congregations the local Ordinary may dispense from the entir~ added duration of temporary vows if it is required only for the liceity of perpetual profession24 and probably also when it is demanded for the validity of the latter,25 since he is the legislator for such congregations.~6 Many canonis~s would very likely demand that the dispensation be secured from the Holy See in the latter case, if we mawr argue from their similar doctrine on a dispensation from the second.year of noviceship. The local Ordinary has no power to dispense in this matter in pontifical congregations. Some authors .permitted the religious superior who admits to perpetual profession to abbreviate briefly the added duration of tem-porary vows, for example, to dispense from three months of a six-year period, but they restricted this faculty to the case. in which the 2ZCan. 572, § 2; 574, § 1. ~Can. 572, § 1, I°;. 573; 574, § 1. z4Cf. Bouscaren, II, 167. 25Cf. Regatillo," Interpretatio et lurisprudentia, 172; Instituti'ones furls Canonici, I, n. 698. Z6Can. 492, § 2: 495, § 2; 80. 262 September, 1953 PRACTICE OF THE HOLY SEE added duration was required only for the liceity of perpetual pro-fession. 27 However, in the constitutions of pontifical congregations recently approved, the S. C. of Religious ,has been adding the clause that the Holy Seealone may dispense wholly or partially from the added duration, even when required only for the liceity of perpetual profession. Therefore, the faculty of abbreviation given to religious superiors in the doctrine of authors quoted above is more probably not true. The better doctrine is that they possess this power only if it is expressly granted to them by a general or. particular principle of their law. Otherwise any dispensation from the added duration in pontifical congregations should be secured from the Holy See .and in diocesan congregations from the local Ordinary. 2. Prolongation of temporary prot:ession beyond six years forbidden. The point here also can be more clearly proposed in a case. Brotl~er Francis Joseph made his temporary profession at the age of seven-teen. His profession extended to the completion of his twenty-first ~'ear. At the latter time and after the brother has spent four years in temporary vows, his higher superior is doubtful of his suitability for perpetual profession. May this superior prolong the temporary vows for another three years? Tlhe source of the difficulty is can. 574, § 2, which states: "The legitimate superior may prolong this period but not beyond a second term of three years . " The more probable interpretation of this canon has been that a pro.longation is illicit if thereby the entire pe-riod of temporary vows exceeds six years. The. contrary opinion was admitted to be probable and safe. One of the arguments for the first opi.nion has been the practice of the Holy See. The S. C. of Religious has constantly admitted a prolongation of only one year when the constitutions prescribed five years of temporary vows and has excluded any prolongation when the constitutions imposed six years of temporary vows. It was con-cluded that the S. Congregation did not wish the period of temporary vows to exceed six years. This argument is strengthened by the cur-rent practice of the S. Congregation, since recently approved consti-tutions contain the explicit statement that the entire period of tem-porary vows may not exceed six years. Furthermore, Larraona states that the 1)emporary profession may never be prolonged beyond six years without violating the Code and affirms that this has been de- 27Cervia, 128; Goyeneche, CpR, IX (1928), 325; Schafer, n. 973. 263 J(~SEPH F. G?~LLEN for Religious tided in plenary sessions of the S. Congregation and in audiences.28 He and Guti~rrez state that this same doctrine is based on a reply of the Code~ Commission, has been the constant in(erpretation and prac-tice of the S. CongrFgation, and conclude that a prolongation beyond six years in any institute demands an indult of the Holy See?9 This conclusion is justified by the arguments, even though the reply of the Code Commission has not been published. The solution of the case given at the beginning of t.bis number is accordingly that the vows of Brother Francis Joseph may be pro-longed for two years but a prolo,ngation beyond the six years de-mands an indult from the Holy See, whether the institute is pontifical or diocesan. 3. Place of first ternporar~lprofession. Can. 574, § 1, commands for liceity that the first temporary profession be made in the novitiate house. The Code prescribes nothing concerning the place of sub'se-quent temporary professions nor of perpetual profession, solemn or . simple. Constitutions frequently explicitly state that these may be made in" any house of the institute. For a proportionate reason, the S. C. of Religious.will grant a dispensation permitting the first temporary profession to be m~ide outside the novitiate house. If a motherhouse is under the authority of the one local superior and consists of a novitiate, juniorate, ter-tianship, and an academy for girls, the first profession may be made in any part of such a motberhous~ without a dispen.sation from the Holy See. The canon does not demand that the first profession be made within the part of the house reserved for or used by the novices but in the novitiate bourse. Th.erefore, a first profession m~ide any- .where in the latter satisfies the prescription of this canon. 4. Private devotional renetoal of vows. Constitutions approved by the Holy See often counsel th~ freqiient private .renewal of vows, especially after the reception of Holy Communion. Such constitu-tions usually add that special indulgences are attached t'o the latter ¯ practice. It is true that an indulgence, of three years is attached to such a renewal after the celebration of Mass or the reception of Holy Communion,3° but it is difficult to see why such a fact should be men-tioned in the constitutions, which are to contain.the more funda-mental laws of the institute. ,- 2SLarraona, CpR, XXVIII (1949), 196, nota 17. ~Larraona-Guti~rrez, ibid., 332~ .nota 42. 3ORaccolta, n. 695. 264 September, 1953 5. Special vows. The Holy~ See manifested from at least 1892 that it would no longer approve special vows in new institutes.31 The -same principle has been reaffirmed on more than one occasion. congregation of sisters, approved by the Holy See before 1850, re-cently asked the S. Congregation of Religious for an authentic inter-pretation of its constitutions on the. existence of a fourth and fifth vow. The S. Congregation in its first reply affirmed the existence of ¯ both vows, since the language of the formula of profession and the history of the matter clearly indicated that these were intended as special vows. The fourth vow was the ser'~ice of the poor, sick, and ignorant. This is especially the 'type of vow'that the Holy See will not ~dmit in new institutes, since it constitutes the special end of the institute, is already an obligation of the constitutions, and is accordingly pri-mary remot~ matter of the vow of obedience. The fifth vow, taken also in temporary profession, was that ofperseverance. A. second reply of the S. Congregation clarified this fifth vow: "The fifth vow of persevering in the same vows is to be understood in the following sense. The obligation of persevering temporarily or perpetually, ac-cording to the mind and practice of this Sacred Congregation, is in-cluded in the temporary or perpetual profession. Accordingly the words of the formula of profession on perseverance are not to be ¯ understood in th~ sense of another vow." The Holy See and authors have also defined the special vow of stability, taken in imitation of the Benedictine vow, as being con-tained in the obligation of perpetual profession,aa The vow of s~a-bility of Benedictine Sisters is defined: "By the vow of stability the Sisters attach themselves to the hbuse of their profession and ufiite themselves with the religious family there existing, and promise never to 'wrest their necks from under the yoke of the Rule.' " It is not impossible to find different and approved definitions of these special vows in theconstitutions of pon.tifical institutes, for example, that of stability. IX. TELEPHONE AND RADIO In a recent approval of the constitutions of a congregation of sis-ters, the H01y See inserted the.article: "The use of the telephone and alBattandier, n. 186¯ 32Normae'of 1901, n. 102¯ 33Bastien, n. 481. 2: Battandier, n. 187. 265 ,JOSEPH F. (3ALLEN ,Review [or Religious radio is to be regulated by the superior." In its reply to the quin-quennial report of the same type of congregation, the Holy See stated: "Listening to the radio in private does not appear becoming; therefore it would be better to forbid it." X. WORKS OF THE INSTITUTE § 1 Teaching Sisters and School~ 1. duniorates. This section on the works of the institute contains the most practical matter of this article. Unless otherwise noted, the articles quoted in this section have been inserted by the Holy See in constitutions approved during the past two or three years. The articles on the juniorate are: "After their profes,sion the Mother General shall assemble the junior professed in houses of formation, where, under the direction of a competent, l~Iistress, they shall attend Catholic schools, if. such exist. They shall be supplied with all m~ans necessary' for the pur-pose and shall apply themselves diligently to the attainment of diplo-mas that will be recognized also civilly." ¯ "During this time of formation it will be profitable to supple-ment the classes with lectures and instructions by learned Catholics, who shall emphasize the relation of teaching with Catholic faith and morals." The question of juniorates was discussed at the meeting o~ the superioresses general in Rome. The value and necessity of juniorates were clearly seen, but their immediate initiation, program, extension, and duration were left. to the individual institutes. The necessity of appointing a special Mistress of Junior Professed, distinct from the local superior, . was stated more categorically. It is to be noted that the article quoted above is far more absolute than the unofficial ,re-ports of the Roman meeting. I doubt that any experienced higher superior of congregatio,ns of brothers or sisters denies the necessity of juniorates for the proper spiritual formation and education of subjects. I personally believe that the necessity of juniorates has passed the point of discussion and opinion; it is now a matter of conviction and urgency. Congrega-tions of brothers and sisters should immediately institute a juniorate. This means that the junior professed will not be applied to the ex-ternal works of the institute until they. have completed their under-graduate studies. Extyerience proves that there is only one way of attaining this supremely important object: the superior general must 266 September, PRACTICE OF THE HOLY rise to his or her strongest moment and command it. Let no one swell the low notes of those who chant mournfully that it cannot be done: whaf has been done can be done. If the argument is proposed that the junior professed should be tested in the external works and life of the institute before perpetual profession, the answer is easy. The institute can study the expediency of increasing, with proper permission, the prescribed period of temporary vows to five or six years. The juniorate for those destined to be nurses will require study and investigation for the attainment of a suitable program. 2. Preparation for perpetual profession. This number and the pre-. ceding apply equally to brotbe~s and sisters destined for works other than teaching. At the Roman meeting of superioresses general the withdrawal of the junior professed from the ordinary life of the in-stitute for one or several months of renovation of spirit and of deeper and more mature spiritual formation before perpetual profession ap-pears to have been authoritatively favored. However, this can scarcely be held as necessary if the institute has an-adequate junior-ate. It will also be very close to the noviceship, since most institutes have only three years of temporary vows. While I do not deny the merit of this suggestion, it seems to me to be far more necessary for institutes of brothers and sisters to study the initiation of such a program several years after perpetual profession, when the religious has spent more years in the ordinary life and works of the institute and is in the age group of thirty to thirty-five. This is the critical age for religious. The vision and heart of spiritual youth have often suffered a slow death from worldliness, selfishness, the gradual e'xclu-sion of mortification, the abandonment of real prayer, and the de-structive, disillusioning, and even embittering example of others. It is. the age that needs spiritual revivification and rejuvenation. If this is not had, the soul can readily grow old with the body and crawl into eternity as enfeebled by mediocrity as the body is by age. A longer period is desirable, but it would be sufficient to devote one full summer to such a renovation. This plan does not exclude the advisability of the renovation before perpetual profession, but the necessity, value, intensity, and duration of such a renovation would depend on the length of the noviceship, the existence of a juniorate, the number of years spent in the active life, and the adop-tion of the later renovation here recommended. 3. Continuation of studies after the junforate. "After they have received their diplomas, it is the duty of the 267 JOSEPH F.'GAIzLEN Rebiew For Religious Sisters t6 advance their k~towledge by unremitting study anal reading of the books that are constantly being published." Th~ sense of this article admits no doubt, but its present observ-ance is more than doubtful; It is safe to assert that the daily average time granted to sisters for preparation for class and advancement is about an hour. If this is sufficient for preparation for class and ad-vancement, it seems equally safe to hold that only a genius may am-bition the life of a sister. ¯ The article is merely a dictate of common sense for instittites de-voted, to teaching. It will never be properly observed unless careful thought is given to such headings¯ as the following: learning is not incompatible with true piety: a solid and inspiring education in the juni0rate; the elimination of interminable vocal prayers in common: the realization tbat some spiritual duties may be made privately; the quick and painless death of the restlesshorarium that finds peace only in the clangor of. the bell; peaceful acquiescence in the fact that study in'one's room or cell is not forbidden by the natural'or canon law:~ sufficient sleep, holidays, and vacations; .a notable lessening of the time given to domestic work; the employment of more lay teachers and more secular help for domestic work; finally and especially; the elimination of the present totally unreasonable overwork. We can aptly add the admonition given by the Holy See in its reply to the quinquennial report of one institute. There are very few institutes of brothers and sisters that cannot profit by. this ~idmoniti6n: "If possible, something should be done to correct the situation whereby the' sisters, exhausted by excessive labor, are apparently exposed to many difficulties and dangers and consequently fail in carrying out, the religious life." An unofficial summary of the Roman meeting ~f superioresses general contains some very pertinent thoughts on this heading. Let us hope that the superiors subscribed .to these thoughts as actualities to be attained and not as 'the dreams of a waning summer. These thoughts are: "Maternai care must be taken of the health of the religious; the work of each must be orderly and moderate; each religious must have time for her exercises of piety." "The schedules must always be reasonable and adapted to the various regions and apostolic ministries today confided to religious." "In their individual houses, the Superiors General will provide for all the Religious the possibility and facility; 'of a Christian life 268 September, 1953 PRACTICE OF: THE HOLY SEE (with the Sacraments, the Word of God, Spiritual Direction, etc.) and of Religious life with the posiibility of carrying out the duties imposed on them by their consecration to God (day~ of Retreat, Spir-itual Exercises, and spiritual practices common to the individual In-stitute) ." "It must be remembered that the a~ostolate is also a science and an art and that the Holy See insists on the elevation of the literary. technical and professional culture of the Religious, on the absolute necessity of degrees required for the exercise of the various profes-sions: on the necessity of aspirin~ to a greater degree of proficiency, never thinking that one's culture is adequate f9r the present need." 4. Progress and annual meeting. "The Congregation is to adopt, the prhisewortby custom of an annual meeting of all the Sister teachers, under the presidency of the Mother General. for a discussion of methods of teaching and of the traditional pedagogy of the Congregation, in order that the schools of the Congregation may not only equal but surpass secular schools." 5. Subjects at~o to be studied. The following article will encourage those who are promoting courses of theology for brothers or sisters. Such a course should be partially completed in the juniorate. "They ar~ to study also dogmatic and moral theology, ecclesiasti-cal history, sociology, liturgy, Gregorian chant, and similar matters. For all of these studies the Sisters are to be" supplied with books for their individual and constant use." 6. Library. The community library, especially in small religious houses, can readily be neglected. If we had the pen and unction of Kempis, we would lament that the food of the modern monk is more abundant than his books. The library should be augmented con-stantly with books appert~aining to the subjects taught in the school and also with newly published spiritual and cultural books. The article of the Holy See On the library is: "Each house shall have a library containing Catholic books on the entire field of pedagogy." 7. Teaching of Christian doctrine. "The Sisters shall not forget that they must be approved by the local Ordinary for the teaching of Christian doctrine." "In explaining Christian doctrine, the Sisters .shall proceed gradually and, as far as possible, they shall aim to instill into the minds ,of their, pupils a thorough knowl~edge of the tt, u_ths of o~faith rather than to have them commit to memory a series of formulas." 269 JOSI~PH F. GALLEN Review For Religious The following articles were inserted' by the Holy See in the con-stitutions of a congregation especially dedicated to the teaching of Christian doctrin~ and approved finally by the Holy See in 1949. "Since the sacred sciences are especially helpful to an' understand-ing of Christian doctrine, the Sisters shall place great emphasis on the .study bf dogmatic, moral, and pastoral theology, eccl~siastical history, and similar subjects. A collection of books on Christian doctrine, especially ~f recent worthwhile publications, is to be ac-cessible to the Sisters and others who devote themselves to the teaching of Christian doctrine." ""It will be very advantageous for the Sisters, with the proper authorization', to publish and distribut~ printed works on Christian doctrine." 8. Some norms of teachin~l. , "The Sisters. shall take care that order and cleanliness are ob-served in the classroom." "They should stu.dy the character and disposition of mind of all their pupils and are to unite a certain gentleness of treatment with strictness, when/he latter is necessary." "The 'inordinate inclinations oi the children are to be corrected gradually, and they are to be aided in the acquisition of good habits by the stimulus of admdnition, opportune advice, and by bringing to light the law Of conscience, which,'as is well known, appears from the earliest years." "Offensive speech~ blows, and intemperate anger are to be avoided in punishments. A moral sense of responsibility for theii actions rather than servile fear is to be inculcated in the minds of the chil-dren." "The Sisters are to refrain absolutely from partiality and prefer-ence in their relations with the children. The deportment and coun-tenance of the.Sisters should manifest an evenness of disposition and kind.heSS united with something of reverence." "" "Experience proves that the fostering of the interior life, which is developed by good actions, faith in God, and self-sacrifice, appears even in young children as the right and safe path along which life is to be guided." "A love of modesty is to be developed in girls with regard to dress, deportment and their conduct with others." 270 " September, 1953 .PRACTICE OF THE HOLY SEE § 2 Sister Nurses arid Hospitals 9. Training and.continued pr6gress. "['he problem of overwork is particularly acute in the case of brothers and sisters applied to hos-pitals. In some religious hospitals a weekly holiday is apparently unknown. The continuation of this practice is unthinkable. Every brother and sister nurse should have at least one day a week that is completely free from hqspital duties, and it would contribute' much to 'their health, quiet of mind, and spirituality to spend as often as possiblea notable part of this weekly holiday awa.y from the hos-pital environment. Overwork will not facilitate the continued study and progress demanded by th~ following article that is inserted in constitutions by .the Holy See: "The Sister nurse must strive to increase her knowledge after she has secured a diploma valid also according to civil law." I0. Medical ethics. "A Sister is to refrain from administering medicines or assisting at Operations that are forbidden by the Church. In cases of doubt she is to consult the Superior." "Especially in extraordinary and important cases where there are at stake .the preservation of a human life, reverence for the human person, and care for the conscience of the patient, even if it is a case of extreme pain and gi.ves rise to such questions as euthanasia and others of similar nature,, the Sister shall be careful to give no help to an ac-tion that is contrary to Catholic principles." 11. Mod~stg¢. The Holy See has been inserting the following article in constitutions for several years past: "In certain cases where the care to be given is Of a particularly delicate nature, the Sisters shall dvail themselves, if possible, of the services of .the secular personnel or of the members of the sick per-son's family; for extraordinary cases the Superior should designate Sisters of proven piety and mature age who are williog to perform such works of chhrity. It is the duty of the General Chapter or Council to enact measures in this regard, to which the Sisters must con form." 12. Education as doctors. The following article, proposed to the Holy See in the genera] revision of the constitutions of two. congrega-tions, was approved by the S. C. of Religibus: "The Sisters assigned to the hospitals must be thoroughly pre-pared for the efficient discharge oftheir duties. There should be some Sisters educated as doctors and qualified for th6 various .departments 271 , C. A. HERBST Review for Religious ¯ of the hospital." Canon law does not forbid clerics or religious to study medicine or surgery. Canons 139, § 2, and 592 forl~id clerics and religious of both sexes to devote themselves avowedly, habitually, and for profit to the practice of medicine or surgery. Religious institutes devoted to nursing have by their approbation as such permission to practice the medicine and slight surgery demanded of nurses. Local Ordinaries in missionary countries may permit their missionaries, priests and re-ligious men or women, to practice medicine and surgery provided they are skilled in these arts, demand no payment, and observe rood-esty intreating the opposite sex. In other countries clerics, brothers, and sisters Who wish to i~ractice medicine or surgery must secure an indult from the Holy See. The article quoted above and approved by the Holy See implicitly grants to the two congregations a dispen-sation from th~ canonical prohibition of the practice of medicine and surgery for those qualified as doctors. Care is always to be taken to secure prbper civil authorization for the practice of these arts. [EDITORS' NOTE: Father Gallen's article will be concluded in November.] Discipline C. A. Herbst, S.J. It"I"HE very first step towards wisdom is the desire for discipline, .,| .and how should a man care for discipline without loving ~t, or love it without heeding its laws, or heed its laws with-out winning immortality, or .win immortality without drawing nearer to God" (Wis. 6:18, 19) ? Who could explain more clear!y or_show more beautifully than the Holy Spirit Himself does the place of discipline in the life of one who really wants to love God? "Order is heaven's first law" the proverb says. ¯ This conformity to law comes from discipline. Discipline in the passive sense is con-trol gained by enforcing obedience or order. There is order even in heaven, where God is supreme and the angels are ministering spirits. Where there is disorder chaos soon appears and it is impossible to at-tain the end of any organized society, which is the common good. The modern "autonomous man" is a law unto himself, a tyrant, an outlaw. Were the order established by discipline removed, "the bounded waters would lift higher than the shores," as Shakespeare says~ ?and make,a sop bf, all this.solid globe.';o ~ Then might, is right, "and the rude son should strike his father dead." Unleashed from 272 September, 1953 DISCIPLINE discipline, power obtained by our modern Hitlers and Stalins whets the appetite for more power. "And appetite, an universal wolf, must make perforce an universal prey, and last eat up himself." (Troilus and Cressida, I, iii.) Discipline corrects. This is its first function: a negative one, surely, but basic and important ever since the beginning when man short-circuited his powers through original sin and "to err is human" became a proverb. It is only too clear that in younger religious fre-quent correction is necessary. It helps to make away with the "old man," and who can put on the "new man" before putting off the old? The ways of the world (and they are gaining mightily with each decade) are not God's ways. In men of good will. which we presume aspirants to the religious life to be, correction should lead to prompt reform, or at least to a prompt attempt at reform. In those. who have already spent some time in religion it should lead not only to prompt but to thorougl~ and lasting reform. ReForm. That is a distasteful word to the worldling but opens up a vast field white for the harvest for the ease-loving religious. And we need not look across the table and plan reform for him. As Father said: "If ever you want to start a reform, start on yourself." "Charity begins at home" is true even in this negative aspect. Reform is the correlative and result of correction, and d'iscipline's first work is to correct. Discipline molds. It forms a religious after thi~ likeness of Christ. It shapes him. A character, a soul, is like clay in the hands of the p.otter. As defects are removed by correction the new man takes form under the interior influence of grace and the external influence of dis-cipline. It is exhilarating to see the young religious grow. That an earnest and fervent religious does grow even those who live with him can see. Those, however, who had known him i'n the world and after a few years see him as a religious are the ones who are really amazed at the change. The religious life is a school of perfection. One ex-pects a school to teach and mold and form and change and enlighten. ¯ .Discipline educates a soul, "leads out" its powers, the mind and the will, and induces them to make the most of the wonderful gifts God has given to each one of His children. Discipline strengthens. It gives one moral and spiritual power to act, live, and carry on enduringly and vigorously. This is conspicu-ous in the athletic world. Those who achieve fame in the field of sports do so because they have acquired physical strength, speed, and" accuracy of sense and muscle through long and severe disciplinary 273 C. A. HEI~BST Review for Religious train!ng. This extended and careful practice, their abstinence from food and luxuries and entertainment, is more rigorous than most re-ligious have to submit to. ."And they for a corruptibl( crown, but we for an incorruptible one." ~ Through discipline we store up resources of moral and spiritual strength whict~ we may draw upon in times of trial and temptation. A well-trained sc~ldier will come through many a difficult'and dang(r- ~ ous battle where an undisciplined one will succumb, as we found out in World War II. Through'discipline one acquires a great power of resistance. Discipline causes a soul to become effective and efficient in the direction~ of spiritual achievement, and to be foiceful in its life and work. A strong soul is ardent and zealous, too, and enthusiastic for, the things of God. Neither is a well-disciplined soul easily injured, subdued, or taken in. He is like a fortress, strong and firm. It is vigorous, healthy~ and tough, like an oak. Discipline makes a soul sturdy and unyielding. In the religious life we consider religious discipline in connection v~ith obedience. From an analysis of the word itself, discipline means teaching, training. "Considered in the authority which governs, re-ligious discipline is the sum total' of the rules with their ~anction. By the rules superiors teach the way which is to be followed; by pen- "ances in ~ase of infraction they bring back those who have strayed and repair the scandal given. Considered in inferiors, discipline is also c~lled regular observance, and is the ,faithful observance of the rules, in which observance all the members of the community unite in holy harmony. So important is religious discipline that it must be con-sidered as morally necessary for the conservation of the order as a whole, for that of.the religious life in a community, and for that of the spiritual life in each individual. According to what has been said, it is easy to see that superiors are under grave obligation to maintain religious discipline in the community; and in this regard, "connivance. on their part can easily become a consideiable sin" (Cotel, Catechism of the Vows, 137- 140.), In this connection we might note Canon 593: "Each and every religious, superiors as well as. subjects, must not only keep faithfully and completely'the vows they have taken, but also lead a life in conformity with the rules and constitutions of their own in-stitute and thus strive ~fter the perfection of their state." The rule of each religi0us.institute urges regular observance on ¯ all Each institute must first and foremost, of course, observe the law 274 ' September, 1953 D~SCIPLINE of the Church for religious. In Canons 594-612 we have mentioned especially the careful observance by all of th~ common llfe with re-gard to food, dress, and furniture; the careful performance of gpir-itual exercises; the wearing of the religious habit;

Podría presentar este trabajo de una manera muy sencilla, pero desapropiada seguramente para la ocasión y su finalidad, diciendo que: "es una cuestión de valores, o de principios para el caso que nos ocupa, y detrás de los buenos valores o principios siempre hay buenas personas", por ello este trabajo también está dedicado y dirigido a todas aquéllas buenas personas que hay en el Mundo, sobre todo a las que tienen o tendrán capacidad decisoria y de influencia en los asuntos públicos. La contratación pública constituye uno de los ámbitos vertebrales de la actuación administrativa, teniendo además un gran significado económico y a la vez social y medioambiental, no en vano representa aproximadamente un 19% del PIB de la Unión Europea y es una de las principales herramientas para luchar contra la crisis y lograr un desarrollo sostenible social, ambiental y económico. En un mundo tan globalizado e interrelacionado como en el que actualmente vivimos resulta complicado dudar de la existencia de un Derecho administrativo global, así como del trascendental impacto que el mismo tiene en los ordenamientos administrativos internos o nacionales. Autores como BENEDICT KINGSBURY, NICO KRISCH Y RICHARD B. STEWART, lo han puesto de manifiesto, de forma brillante, en trabajos como "El surgimiento del Derecho administrativo global". Así, como añadido y método de profundización de lo anterior uno de los objetos del presente estudio es realizar una reflexión sobre si la contratación pública puede considerarse uno más de los ámbitos o campos del Derecho que reflejan el proceso de formación, desarrollo y consolidación de este Derecho administrativo global, de forma que ello nos permita hablar, también en la actualidad, de la existencia de un Derecho global de los contratos públicos, pero no sólo eso sino también señalar a través de los principios generales que lo informan cuál es el camino que debería tomar en su desarrollo ese Derecho global de la contratación pública. A ello dedicamos la Parte Preliminar y el Capítulo I de este trabajo. Asimismo el presente trabajo está enfocado al estudio del sistema de Derecho de la Unión Europea y del sistema judicial compuesto de la Unión Europea como sistema administrativo y de la contratación pública global, con el fin de analizar, tanto los principios generales de ese Derecho de la Unión Europea, entre los que se incardinan los derechos fundamentales, como los distintos medios que tiene ese sistema judicial compuesto para la defensa de los derechos e intereses legítimos de los ciudadanos europeos y la tutela cautelar de esos derechos e intereses legítimos frente a las Leyes internas nacionales a priori incompatibles con el Derecho de la Unión Europea y sus principios generales. Del mismo modo, desde la perspectiva de los derechos de los ciudadanos de la Unión Europea, se aborda el constitucionalismo económico en la Unión Europea a través del estudio del intento fallido de implantación de una Constitución económica europea y las características de la misma, frente al éxito del Tratado llevado a cabo inmediatamente después, esto es, el Tratado de Lisboa, Tratado que constituye en estos momentos el último eslabón en el proyecto de integración europea. De esta forma, partiendo de esta premisa, y pasando por el constitucionalismo nacional español fruto de la influencia comunitaria, se ponen en solfa ambos textos comunitarios, uno fallido y otro actualmente en vigor, con un enfoque muy centrado en los derechos fundamentales y en los derechos e intereses legítimos de los ciudadanos y ciudadanas de la Unión Europea en el marco de ese sistema de Derecho y judicial compuesto de la Unión Europea. Siempre evidentemente bajo un enfoque muy centrado en ese Derecho global de la contratación pública, en este caso de la Unión Europea, cuestiones todas ellas a las que se dedica la Parte I de la obra compuesta por los capítulos II a V. También desde el marco de esa concepción global y ya en la Parte II de la obra, el Capítulo VI realiza una aproximación al sistema nacional de contratación pública español, cuya "alma máter", cuya madre nutricia, es el Derecho de la Unión Europea como Derecho global que en toda medida es del conjunto de los veintiocho Estados miembros que conforman la Unión y por tanto también de España. De forma que partiendo de la exposición de los pilares que sustentan al Derecho de la Unión Europea y que constituyen igualmente los paradigmas que hacen comprensible su interrelación con el Derecho español, se pasa a exponer las cuatro generaciones de Directivas en materia de contratación pública, así como el ordenamiento jurídico español en materia de contratación pública, para avocar finalmente en una visión constructiva a los principios generales que conforman ese ordenamiento jurídico interno y que conforman el anteproyecto de Ley de Contratos del Sector Público a la hora de incorporar la nueva generación de Directivas al ordenamiento doméstico nacional. Desde esa visión constructiva es cómo se clasifican acto seguido los distintos principios generales en función de su aceptación, separando a los que tienen un mayor grado de antigüedad y de aceptación; de aquéllos de nacimiento más reciente pero con un alto y fácil nivel de aceptación y a su vez de aquellos otros que inician su andadura con pretensiones de generalizarse, pero con muchas más dificultades que los segundos a la hora de ser aceptados. A estas tres categorías de principios se dedican los Capítulos siguientes de forma que el Capítulo VII afronta, por todos los demás de esta serie de principios de fácil aceptación, el estudio del principio vertebral de transparencia del que se estudian los antecedentes de este principio en la contratación pública, así como la influencia de la Ley de Transparencia, Acceso a la Información y Buen Gobierno desde el punto de vista de su incidencia en la normativa sectorial de contratación pública. El Capítulo VIII, se dedica sin embargo antes que al segundo grupo al tercer grupo de principios generales antes clasificados, por su mayor necesidad, de forma que se enfrentan en este Capítulo las llamadas propuestas, esto es, los principios generales de promoción del desarrollo humano y de promoción de la sostenibilidad ambiental que se encuentran en el seno del primero de los principios generales de todo Derecho, el derecho a la vida. La línea argumentaría de estos principios se continúa en este caso, respecto de todo lo abundando con anterioridad a lo largo del estudio, desde el desarrollo de la óptica de lo que yo denomino actualmente 'aspectos' socio-laborales y medioambientales en la contratación pública y, especialmente a título simplemente de ejemplo, respecto a la consideración de la igualdad de género como aspecto social en el marco de las políticas de contratación pública. Para ello se pone el énfasis en cuáles son las claves actuales para la correcta utilización de estos aspectos en la praxis de la contratación pública. Acercándonos ya a la última de las clasificaciones de principios generales que nos quedaba por tratar, en el Capítulo IX y nuevamente desde una conceptualización global del Derecho de la contratación pública se va descendiendo en la disciplina hasta, a través del principio general de vigencia tecnológica, llegar a la contratación pública electrónica, de manera que sobre esta última se realiza una exposición de la génesis normativa, esto es, de los antecedentes normativos tanto del sistema comunitario como nacional que han contribuido al nuevo sistema de contratación pública electrónica que se plantea en el ámbito de los Estados miembros de la Unión Europea. Del mismo modo se muestra la regulación existente actualmente en contratación pública en materia de medios electrónicos, con especial referencia por su potencialidad futura al perfil de contratante; haciendo hincapié, por último en la parte final de este Capítulo, en el calendario de implantación obligatoria de la contratación pública electrónica y en el contenido normativo y aplicación práctica que esta implantación obligatoria por etapas conlleva a los sistemas nacionales de contratación de los Estados miembros que forman parte del sistema global de contratación pública de la Unión Europea. La Parte III de la obra es consecuencia de la necesidad de atajar una lesividad común que se da en la práctica de la contratación pública a los principios generales que conforman el primer grupo de principios expuestos. Así, la aprobación del texto refundido de la Ley de Contratos del Sector Público con sus ingentes modificaciones y más recientemente de la última generación de Directivas en materia de contratación pública y su obligatoria transposición, obligan a los juristas y profesionales de la contratación pública a ampliar sus conocimientos en esta materia, resultando trascendental en este sentido saber diferenciar correctamente las figuras jurídicas de los convenios de colaboración, las encomiendas de gestión y los contratos públicos, porque la errónea tipificación contractual del negocio jurídico en cuestión, tiene como consecuencia la coartación de raíz de los principios generales de la contratación pública comúnmente aceptados y la no legitimación del régimen jurídico que se haya aplicado al contrato y por tanto la invalidez de este, algo de una enorme trascendencia práctica. Idéntica situación se produce en la correcta calificación de los contratos de servicios de los de gestión de servicios públicos. He ahí la importancia práctica del tema elegido y el objetivo del mismo a colación de la gran novedad en el Derecho global de la contratación pública de la Unión Europea, cuál es la regulación por primera vez de las concesiones de servicios. Por ello, en los siguientes Capítulos de la obra la nueva generación de Directivas está, si cabe, cada vez más presente, dedicando en todo caso un epígrafe a la nueva regulación que establecen. Es por ello, que partiendo en esta Parte III de un Capítulo iniciático, el X, que nos permita diferenciar a los contratos públicos de otras figuras afines como son los convenios y las encomiendas de gestión, logramos llegar a la figura del contrato administrativo, para una vez en ella proceder al estudio detallado a lo largo de los dos Capítulos siguientes, XI y XII, de las características propias de los contratos administrativos típicos de servicios y de gestión de servicios públicos, con el objetivo último de llegar a un capítulo final de esta Parte III, el XIII, que nos concluye tanto las diferencias teóricas como prácticas existentes entre estos dos tipos de contratos, de manera que nos permitan de forma clara y concisa diferenciarlos, sobre todo en el aspecto práctico por resultar el más complicado. De este modo, el objetivo del Capítulo X es acometer un estudio basado en la jurisprudencia y en la escuela consultiva que, existente sobre los contratos públicos, nos permita diferenciar claramente cuáles son las posibilidades de uso y aplicación que otorgan las distintas figuras jurídicas de los convenios de colaboración, los encargos o encomiendas de gestión y los propios contratos públicos, a efectos de delimitar las fronteras que diferencian estos negocios jurídicos, como paso previo al estudio y diferenciación último de los contratos administrativos típicos de servicios y gestión de servicios públicos. Por su parte, el Capítulo XI tiene por objeto conocer en profundidad el contrato administrativo típico de servicios mediante el estudio en detalle de sus características y régimen jurídico propio, todo ello a través del análisis normativo de los preceptos que lo regulan, pero también a través de la delimitación que de sus fronteras han establecido la doctrina jurisprudencial, los informes de las juntas de contratación administrativas y las resoluciones de los tribunales administrativos propios de la contratación pública. Idéntico objetivo al que posee el Capítulo XII, en este caso, respecto del contrato administrativo típico de gestión de servicios públicos. Por último para cerrar esta tercera Parte de la obra, a través del Capítulo XIII se consigue finalmente delimitar las fronteras que diferencian los contratos de servicios y los contratos de concesión de servicios, que es donde realmente está el quid de la confusión, de forma que ello permite realizar una correcta diferenciación teórica y práctica de los mismos, analizando cuáles son los elementos prácticos decisivos de esta diferenciación e indicando aquéllos otros que carecen de relevancia para esta determinación práctica, todo ello apoyado nuevamente en una abundantísima casuística jurisprudencial y consultiva. En resumen, podemos decir que esta tercera Parte de la obra nos proporciona con detalle, a más de, inicialmente, las características diferenciadoras de las figuras de los convenios administrativos, las encomiendas de gestión y los contratos administrativos, todas las peculiaridades y características que de los contratos de servicios y los contratos de gestión de servicios públicos recoge la normativa y su interpretación por la jurisprudencia, permitiendo de esta manera, en último lugar, diferenciar con nitidez, no sólo el contrato administrativo de servicios del contrato administrativo de gestión de servicios públicos, sino y sobre todo, dentro de estos últimos, del de concesión de servicios, tanto en su vertiente teórica como, especialmente, práctica. Ya que en la justificación de esa relevancia práctica de todo el trabajo, se ha optado por afrontar un estudio más empírico basado en el análisis de la Jurisprudencia, tanto la de la Unión Europea como la propia nacional; de las Resoluciones o Acuerdos de los distintos Tribunales Administrativos de Recursos Contractuales, así como los de otros órganos como puedan ser el Tribunal de Cuentas español; de los Dictámenes e Informes de las Juntas Consultivas de Contratación Administrativa o de otros órganos consultivos o con funciones de informe, como es el caso del Consejo de Estado o la Abogacía del Estado, respectivamente; y también de los pronunciamientos en materia de contratos públicos de los distintos órganos del entramado orgánica de la administración global de la Unión Europea, a saber el Defensor del Pueblo, el Tribunal de Cuentas, el Comité de las Regiones, el Comité Económico y Social Europeo, etc., llegando al estudio y análisis de un cuarto de millar de referencias y, todo ello, con el apoyo permanente del estudio de una seleccionada bibliografía en las que todas las menciones que se han hecho están incluidas en notas al pie de página, de forma que no existe una sola referencia bibliográfica que no tenga su cita individualizada. Es de este modo como a través de la Bibliografía y del Anexo I se recoge lo anteriormente expuesto, enumerando hasta 174 referencias bibliográficas principales y 225 referencias prácticas principales, figurando a mayores incluidas a lo largo de la obra, en ambos casos, también referencias que no han sido consideradas para su inclusión en ambos listados. Además, el trabajo se completa con un Anexo II en el que se recogen otros recursos Web principalmente consultados. Para terminar esta presentación del trabajo he querido dejar precisamente la Parte Final del estudio, en la que se recoge la conclusión reflexiva que como decía al inicio: es una cuestión de principios. CONCLUSIÓN REFLEXIVA No es una, sino muchas, las conclusiones a las que se ha ido llegando después de este estudio, sirvan a título de ejemplo el resumen de las principales: 1. Hemos sentado la existencia de un Derecho administrativo global con un ya consolidado Derecho global de la contratación pública como parte integrante y fundamental del primero. Pero hemos observado una importante carencia respecto de sus principios generales a la que nos referiremos posteriormente y también en el plano organizativo, porque pese a la existencia de un Administración global multifacética, es notoria la carencia de una jurisdicción global administrativa, con competencia global, que ponga cerco a este Derecho global administrativo y de la contratación pública. Estaríamos hablando de una jurisdicción global de carácter contencioso-administrativo, al igual que la encontramos en otros ámbitos como el penal o el de los derechos humanos, siendo preciso que, al menos al caso de estudio que nos ocupa, tuviera competencias en el orden de las contrataciones públicas de carácter internacional, al modo de lo que ocurre en la Unión Europea con el TJUE. 2. El análisis del conjunto del Derecho global administrativo de la Unión Europea desde una perspectiva general y también organizacional de su Administración global, para conocer y entender el Derecho global de la contratación pública de la Unión Europea, al objeto de presentar las posibilidades que el mismo otorga a los ciudadanos para la defensa de sus derechos e intereses legítimos en este sistema de Derecho y judicial compuesto de la Unión, entre ellos sus derechos e intereses en el campo de la contratación pública, ya sea como operadores económicos, como beneficiarios, usuarios o destinatarios de los contratos públicos o como simples ciudadanos en general que se puedan de algún modo ver favorecidos por las compras públicas, presentando a su vez estos derechos e intereses legítimos como derecho de contraposición al más predominante constitucionalismo económico en la Unión Europea. 3. El retrato de la nueva configuración de la transparencia en la contratación pública, con ese plus de exigencia a nuestra primera Ley de Transparencia a la hora de fijar las lagunas o deficiencias que para la publicidad activa y el cumplimiento del principio de transparencia pueda tener la norma, en la falta también de coordinación entre la misma y el resto de normas sectoriales a las que afecta, particularmente con el TRLCSP en el caso de los contratos públicos, a riesgo no obstante de que se produzca falta de efectividad en la aplicación de las nuevas obligaciones de publicidad y donde he subrayado también el papel preferente que el perfil de contratante puede cumplir como herramienta de publicidad, de forma que garantice un auténtico derecho de toda la ciudadanía a acceder a una información pública de calidad que asegure el conocimiento y el control que se realiza de los recursos que son de todos. También en esta como en otras materias que hemos señalado a lo largo del trabajo, es el momento oportuno de corregir, con la oportuna transposición de las nuevas Directivas, las deficiencias aquí planteadas. 4. La importante determinación de las claves jurídicas y prácticas para la correcta utilización de los 'aspectos' socio-laborales y medioambientales de forma que su uso no devenga incorrecto e inservible por parte de los poderes adjudicadores que los utilicen. Claves que permiten aprovechar las oportunidades que la contratación pública otorga a los poderes públicos como instrumento para influir positivamente en la protección del medioambiente y de los sectores más desfavorecidos de la sociedad. Claves que pasan por: Primero, hacer una meridiana diferenciación entre las distintas fases del procedimiento de adjudicación de los contratos públicos a la hora de utilizar estas herramientas. Segundo, diferenciar nítidamente la existencia de un grupo de aspectos (cláusulas) sociales y medioambientales que tienen carácter general y son aplicables en todos los contratos públicos, de otro grupo que tiene un carácter más específico, más delimitado, más ceñido en su uso, que se podrán incluir en aquellas licitaciones en que el medioambiente o el aspecto social pretendido sea parte o constituya el propio objeto del contrato, siendo el grado de exigencia de cumplimiento de requisitos mayor para este segundo grupo. Entendiendo que ambos tipos de cláusulas pueden utilizarse complementariamente en un mismo contrato. Tercero, subordinar el alcance de lo que disponga la normativa sectorial referida al medioambiente o a cuestiones sociales y que es ajena a la contratación pública, a la conformidad de lo dispuesto por la legislación contractual-administrativa, actuando esta última en materia de contratos públicos como límite a la transversalidad de las políticas ambientales y sociales. Cuarto, destacar que el impacto que el medioambiente y los aspectos sociales en general tienen en la vida de las personas a través de diversas esferas o ámbitos, siendo uno de esos ámbitos el denominado espacio público, en el que le corresponde intervenir a la acción pública, es el que motiva la aplicación de criterios medioambientales y sociales en el marco de la contratación pública. 5. La ubicación del principio de vigencia tecnológica, poco conocido como tal, y de todos los beneficios que para la contratación pública y en particular la contratación pública electrónica nos traerán: Denunciando la laxitud al respecto de la normativa anterior y el tiempo y ahorro perdido en aras de la consecución de estos beneficios, estimados en millones de euros. Ahorros significativos que permiten a la sociedad un desarrollo equilibrado, igualitario y más sostenible, mejorando los resultados al permitir también a los poderes adjudicadores evitar, detectar y corregir los errores derivados de una interpretación incorrecta de las normas de contratación pública, consiguiendo al mismo tiempo una herramienta estadística, de control del gasto y de control automatizado previo y coetáneo, extraordinaria para la gobernanza económica a efectos de impulsar la buena gestión, la eficacia y la transparencia, la libertad de acceso a la información, la igualdad y no discriminación, la publicidad y la necesaria ausencia de corrupción, permitiendo en definitiva destinar esos ahorros a otros sectores más básicos y necesitados de la sociedad. Abundando en esos beneficios que nos reporta la contratación pública electrónica, ya que centraliza la información y permite así compartirla con mayor agilidad; automatiza los procedimientos de conformidad con la normativa haciéndolos más simplificados y más y mejor documentados, regidos y controlados, permitiendo por ejemplo controles automatizados o la detección de alertas; consiguiendo unos contratos públicos más accesibles a través de la eliminación de las barreras geográficas y también físicas, incrementando de este modo la concurrencia competitiva y por tanto no sólo el ahorro económico resultante de esta competencia, sino también la mejora de los servicios y una mayor especialización, que como consecuencia también provocan una mejora de la eficiencia y de la eficacia, con el consiguiente ahorro directo en logística y a su vez, nuevamente, en costes, tanto para la Administración como para los operadores económicos; consiguiendo al mismo tiempo con la eliminación y automatización de todas estas tareas burocráticas un ahorro estimable de tiempo que se podrá dedicar a otras actividades más productivas; suponiendo igualmente una fuente invaluable de información que permite optimizar los recursos; por último supone un aumento de la garantía de los tan importantes e imprescindibles principios generales de la contratación pública. Plasmando el calendario de implantación de la contratación pública electrónica que la nueva Directiva clásica sobre contratación pública impone. De forma que en un primer término pretende que a partir de la fecha límite de transposición, 18 de abril de 2016, el uso de las tecnologías de la información y las comunicaciones electrónicas sean obligatorios en lo que respecta a determinadas fases del procedimiento. Para después culminar de forma obligatoria la transición a la contratación electrónica en la Unión Europea: en un segundo término fijado en el 18 de abril de 2017 para las centrales de contratación; en un tercer término establecido el 18 de abril de 2018, para dilatar la aplicación de lo dispuesto al respecto del documento europeo único de contratación y su ofrecimiento exclusivamente en formato electrónico; y en un cuarto y definitivo momento, para todos los órganos de contratación, en el día 18 de octubre de 2018, con el objetivo último de conseguir una contratación pública electrónica de principio a fin en la que todas las fases del procedimiento se llevan a cabo por medios electrónicos como mecanismo estándar de comunicación. 6. La elemental diferenciación de tres figuras jurídicas bien distintas y no alternativas: los convenios administrativos, las encomiendas de gestión y los contratos públicos en aras de la salvaguarda anticipada de los principios generales habitualmente aplicables a la contratación pública. Primero, distinguiendo que el núcleo de la cuestión que nos ocupa está focalizado en realizar una correcta utilización de la figura de los convenios administrativos, para lo que resultará imprescindible saber diferenciar muy bien esta figura de otras figuras análogas como las encomiendas de gestión y los contratos públicos, al objeto de conocer ceñidamente cuál es la delgada línea roja que marca las fronteras de uso entre las mismas, teniendo en cuenta que su distinta utilización supone importantes consecuencias prácticas. De forma que el estudio nos permite concluir que los convenios se diferencian de las encomiendas de gestión, en que en los primeros, las partes, no tienen por qué pertenecer a la misma esfera pública como sí ocurre en las encomiendas de gestión; además, son consecuencia de un libre acuerdo de voluntades entre las partes en pie de igualdad en busca un interés común, mientras que en las encomiendas de gestión, es el poder adjudicador el que controla la voluntad del ente instrumental, sin necesidad de acuerdo de voluntades. Siendo así que los contratos públicos se diferencian, a su vez, de los convenios en que el acuerdo de voluntades ha de ser de naturaleza contractual, lo que por definición lleva aparejada una contraposición de intereses de carácter oneroso, mientras que en los convenios la regla debe ser la cooperación real para la consecución de algún objetivo de interés común, además de que, en virtud del TRLCSP, no pueden tener el mismo objeto prestacional que los contratos públicos. Es igualmente este acuerdo de voluntades, de carácter oneroso en los contratos, el que diferencia a los mismos de las encomiendas de gestión, donde ya hemos visto que no existe acuerdo de voluntades alguno. Segundo, que las conclusiones a las que podemos llegar para realizar esa correcta utilización de la figura de los convenios administrativos, son que estando incluido el objeto del supuesto convenio dentro de la delimitación de los distintos tipos contractuales, hay que concluir necesariamente que nos encontramos en el marco jurídico de un contrato público, lo que conlleva que no pueden equipararse a los convenios de colaboración a los efectos de la dispensa de someterse a los principios y normas de la contratación pública. Asimismo, sólo se puede huir de los principios generales de la contratación pública a través de la figura de las encomiendas de gestión si se dan los dos criterios Teckal, que consisten en que, acumulativamente, el ente territorial ejerza sobre la persona de que se trate un control análogo al que ejerce sobre sus propios servicios y esta persona realice la parte esencial de su actividad con el ente o los entes a que pertenece. Tercero, que las soluciones pasan, la primera y principal, en el caso de los convenios de colaboración, por la creación de un verdadero régimen jurídico propio de esta figura legal en el que se regule ampliamente la misma, tanto para el caso de convenios con personas públicas como privadas, de forma que se regule su concepto legal, se le diferencie de figuras similares, se fijen sus ámbitos subjetivos y objetivos, su procedimiento y también la habilitación normativa tanto por razón del órgano como por razón de la materia, para la firma de un convenio. Mientras que para el caso de las encomiendas de gestión pasa por elaborar unas pautas de carácter obligatorio que sirvan de guía al gestor público para hacer un uso adecuado de este instrumento, mediante la definición de las características y requisitos que debe reunir cada tipo de encomienda de gestión, la enumeración de los documentos que deben acompañar su tramitación y la comprobación de que se cumplen todos los requerimientos legales para usar correctamente este instrumento jurídico, cuestiones que hoy en día también brillan por su ausencia. A partir de aquí vendría ya la aplicación práctica de estas nuevas regulaciones jurídicas, de una manera mucho más fácil y amparada en el tan importante principio de seguridad jurídica. 7. La definición que del estudio jurisprudencial se ha obtenido del concepto de 'servicio público' del que podemos deducir los elementos que definen un servicio público, ya que: debe tratarse de una actividad administrativa de prestación; el titular de tal actividad debe ser una Administración; la prestación debe estar sometida a un régimen de Derecho Público y la prestación debe ser ejercitada de una manera regular y continua. 8. La concreción metódica del concepto jurídico indeterminado de 'autoridad inherente a los poderes públicos', equiparando la misma a las funciones específicas del Estado y de las colectividades que pueden ser asimiladas, como por ejemplo son las fuerzas armadas, las fuerzas y cuerpos de seguridad del Estado, la magistratura, la Administración fiscal y la diplomacia, pero con necesidad de añadir un grado más de exigencia respecto de las funciones que corresponden al empleado público conforme se va ascendiendo en los distintos Cuerpos o Escalas, de forma que realmente para ejercer esta autoridad inherente a los poderes públicos se deberán en puridad realizar funciones o trabajos que suponga el ejercicio de potestades públicas o funciones públicas de autoridad, o sea, que dicho añadido se corresponde en realidad con ser depositario de una autoridad o potestad pública y no con el simple hecho de ser un empleado público perteneciente a alguna de las colectividades aludidas. 9. El análisis de la doctrina del 'factum principis', como sistema de equilibrio económico del contrato en la modificación de los contratos de gestión de servicios públicos, procediendo calcular la compensación para el restablecimiento del equilibrio económico, por ejemplo de una concesión, siendo el poder adjudicador el que deba acordar el modo más adecuado de hacerla efectiva y observando que es viable jurídicamente el restablecimiento del equilibrio económico del contrato que puedan plantear las empresas concesionarias si se incardinan en los criterios jurídicos expuestos acerca de la doctrina del 'Hecho del Príncipe'. 10. El punto y final a la considerable inseguridad jurídica acerca de hasta qué punto los contratos celebrados por los poderes adjudicadores deben estar reglamentados por las normas sobre concesiones, distinguiendo meridianamente los contratos típicos de servicios y de gestión de servicios públicos, relacionando a modo conclusivo no sólo sus diferencias teóricas de régimen jurídico y acentuando la importancia práctica de su correcta aplicación, sino llegando a la conclusión final, que lo que caracteriza en el plano práctico a las concesiones de servicios, a diferencia de los contrato de servicios, es que el contratista asume el riesgo y ventura de la explotación de los servicios percibiendo como contrapartida una retribución por el uso del servicio abonada ya sea por los usuarios, por terceros o incluso por la propia Administración contratante; pero, eso sí, una retribución vinculada estrechamente al propio riesgo y ventura en la explotación del servicio por el contratista, y quedándonos la duda sobre qué hará nuestro legislador nacional nuevamente con el resto de modalidades de los contratos de gestión de servicios públicos que, diferentes a la concesión, no han estado reguladas antes en el Derecho de la Unión Europea, ni lo están ahora en la cuarta generación de Directivas sobre contratación pública. Conclusiva, sin embargo todas estas conclusiones avocan en todo momento en este estudio hacia una misma dirección e idea, la utilización del Derecho administrativo como herramienta de los poderes públicos para la promoción del desarrollo del ser humano y su dignidad en base al primero de los principios generales que debería estar presente en cualquier rama del Derecho, en especial del Derecho público, el derecho a la vida, entendiendo a la contratación como la más potente de las herramientas jurídicas de actuación administrativa que sirve para hacer efectivo este desarrollo digno del ser humano y ello por el ya conocido potencial económico que proyecta el Derecho de la contratación pública. El Derecho administrativo como uno de los máximos exponentes del Derecho público y en su marco el Derecho de la contratación pública por su importancia económica cuantitativa, deben por imperativo legal y moral estar dirigidos al desarrollo del ser humano y a todas las facetas implícitas a este derecho. Es sólo a través de los principios generales del Derecho, esencia misma de todo Derecho, omnipotentes y omnipresentes, como podemos lograr nuevamente en nuestras sociedades que el Derecho público, el Derecho administrativo, el Derecho de la contratación pública se dirijan hacia la consecución de la dignidad de sus verdaderos destinatarios, las sociedades en su conjunto y la población que la forma. En una realidad globalizada como la nuestra, en la que hemos dado por manifiesta la existencia de un Derecho administrativo global; también de un Derecho global de la contratación pública, que aunque en proceso de expansión contribuye generosamente a la consolidación de ese Derecho administrativo global; y en la que los principios generales del Derecho y de la contratación pública se erigen como principios-guía que conforman el elemento integrador de ese marco global, resulta ineludible abundar en el arraigo de aquéllos principios-guías que hagan que el Derecho público, el Derecho administrativo, el Derecho de la contratación pública, tanto en el ámbito global, como regional y local, cumplan el que es el objetivo de la acción pública y política, el desarrollo de la persona, del ciudadano, del ser humano y de todos los derechos inalienables e inherentes a su condición. Es de este modo como los principios generales de la contratación pública son la pieza nuclear del Derecho de la contratación pública y a la vez la mejor herramienta para el equilibrio de los distintos intereses en el seno de esta disciplina, al objeto de corregir a tiempo la dirección a seguir como contraposición a la actual vertiente eminentemente económica, sin caer al momento en la trampa de pensar en el carácter ficticio de esta idea. La importancia fundamental en todo Derecho que hoy revisten los principios generales es por todos conocida y reconocida y ha sido expuesta con ahínco a lo largo de esta obra, de ahí deriva también la importancia de su positivización en el Derecho escrito, en aras no sólo de esa mayor seguridad jurídica, sino también de su presencia en las mentes y conciencias de todos los operadores del Derecho de la contratación pública. Los principios generales de la contratación pública constituyen los verdaderos cimientos y pilares de este Derecho, ya que sirven como criterio de interpretación de las normas escritas, para colmar las lagunas o vacíos normativos, y para constituir el medio más idóneo de asegurar la unidad dentro de la pluralidad de preceptos que se aplican en las Administraciones Públicas y poderes adjudicadores. Son, en definitiva, el fundamento y origen de todas las normas, principalidad que les confiere preeminencia frente a otras fuentes del Derecho. Cimientos y pilares, en definitiva, que se instalan en el respeto del ser humano o en la naturaleza de las cosas. Hemos clasificado a los principios generales de la contratación pública en función de su aceptación a través de tres grupos: por un lado los que tienen un mayor grado de antigüedad y de aceptación pacífica (libre circulación de mercancías, el derecho de establecimiento, la libre prestación de servicios, la no discriminación y la igualdad de trato, la transparencia, la proporcionalidad, el reconocimiento mutuo, la publicidad y la concurrencia competitiva y muchos otros enumerados a lo largo de este trabajo); por otro lado, aquéllos de nacimiento más reciente pero con un alto y fácil nivel de aceptación (por ejemplo el ya referido principio de vigencia tecnológica claramente unido a la contratación pública electrónica) y, por un tercer lado, aquellos otros que son inherentes al ordenamiento jurídico, que lo inspiran, lo informan, que son innatos al mismo pero que deben tener un impulso en su difusión y defensa con el ánimo de generalizarlos y que formen parte del primer grupo. Es en este tercer grupo en el que encuadramos como auténticos principios generales en todo su ser a los principios de promoción del desarrollo humano y de promoción de la sostenibilidad ambiental, ya sea sin olvidar que como principios-guía entre los principios generales se encuentran reconocidos los derechos fundamentales de las personas, porque no podremos hablar del carácter social y medioambiental de la contratación pública, ni de los principios generales de desarrollo humano y sostenibilidad ambiental sin antes saber si están garantizados los derechos del ser humano. Si bien este punto de vista puede parecer ilusorio, lo cierto es que el Derecho público, el Derecho administrativo, el Derecho de la contratación pública en sus concepciones global, regional o local debe estar enfocado al respeto de los derechos del ser humano y al respeto del medio ambiente en mejora de un medioambiente sano y saludable y de la calidad de vida, del mismo que está impregnado por los principios generales comúnmente aceptados aludidos anteriormente respecto del primer grupo de principios. Es de este modo que desde el primer Capítulo de esta obra se ha venido enfocando la aplicación de la contratación pública desde un punto de vista socio-laboral y medioambiental, como instrumento de progreso económico, social y medioambiental en manos de los poderes públicos y al servicio de los ciudadanos. Creo, por consiguiente, que para conseguir un Derecho global, regional y local de la contratación pública y de esta forma un Derecho administrativo global, regional y local más justos, y por tanto basados también en el principio de justicia, no se debería limitar, como entiendo que viene ocurriendo, estos Derechos hacia una proyección eminentemente económica de los mismos, de modo que se avance hacia la consecución de Estados y situaciones de Derecho global, regional y local más sociales y democráticas como contraposición al actual Derecho de corte predominantemente económico, sin que esta idea, a través de la importancia económica y social que la contratación pública supone, deba, como he dicho, necesariamente ser tachada de descabellada porque es necesario añadir, como se ha venido motivando reiteradamente, que estos principios generales de desarrollo humano y sostenibilidad ambiental en absoluto están reñidos con el carácter marcadamente económico que hoy se busca dar a la contratación pública, dando lugar precisamente a un crecimiento social, ambiental y económico también, más sostenible. Es realmente en este juego de intereses en el que entran en práctica técnicas como el proteccionismo, que merece siquiera en las siguientes líneas una mínima mención. Es inevitable escuchar voces a favor de la mayor de las igualdades para los oferentes o licitadores, esto es una tónica en el seno de las relaciones comerciales internacionales de la Unión Europea, pero debemos tener presente que los principios generales de la contratación pública también deben estar pensados y dirigidos a los destinatarios y usuarios finales de esos bienes y servicios, las sociedades y los individuos que las forman, ese es mi parecer, y que por tanto ese principio de igualdad también debe ser trasladado en la contratación pública a las sociedades equilibrando a través de este mismo principio allí donde haya desigualdades. En eso consiste precisamente también la esencia de los principios generales, en la utilización adaptada al caso concreto y no en la interpretación sesgada y unilateral de los mismos. De ahí el empeño de la Unión Europea por ejemplo en combatir el proteccionismo nacional en los Acuerdos de Libre Comercio que afectan a la contratación pública global, pudiendo ocurrir no obstante que la realidad sobre el terreno sea bien distinta. Parámetros que si no se respetan, justifican y motivan sobradamente el proteccionismo de regiones, naciones y territorios, normalmente en el corto plazo y para circunstancias específicas. Por ello la cooperación y el libre comercio global en contratación pública debe ser beneficiosa para todas las partes y no configurarse a través de meros instrumentos de adhesión al más poderoso, sino que esos instrumentos, normas y acuerdos deben guiarse también por los principios generales de desarrollo humano y sostenibilidad ambiental, atendiendo las desigualdades existentes entre los miembros de cada región desde la óptica social y medioambiental de cada uno y en aras también de la proyección de ese principio de igualdad de oportunidades, consiguiendo así la expansión de la contratación pública global mediante el establecimiento de derechos y obligaciones multilaterales y bilaterales equilibradas y no abusivas. Sólo así cabrá la crítica justificada al proteccionismo local. Como hemos ido viendo, gran parte de este estudio está dedicado precisamente al Derecho global administrativo y de la contratación pública de la Unión Europea, ergo al sistema nacional de contratación pública español como fiduciario que es del primero. A ellos debemos también referirnos a continuación en esta conclusión reflexiva. Sabemos que la Unión Europea es la mayor economía mundial, el primer exportador e importador mundial y también el principal origen y destino de inversión extranjera. Con aproximadamente el 7% de la población mundial, genera más de la cuarta parte del PIB global. Es en definitiva la región líder del comercio internacional y mundial. Es por tanto fundamentalmente a ella a la que le corresponde jugar un papel primordial y tomar opción o no en lo defendido en este trabajo hasta el momento. El ordenamiento jurídico comunitario es el auténtico fundamento de la Unión Europea y confiere a ésta su carácter de comunidad de Derecho social y democrática, dado que la contribución de este ordenamiento a la solución de los problemas políticos, económicos y sociales de los Estados miembros es incuestionable. Nadie puede negar la paz que ha traído a Europa. Este ordenamiento jurídico está amparado por una consolidada estructura orgánica, por una Administración global de la Unión que entre otras funciones hace las veces de fuente material del Derecho de la Unión Europea. Sólo a través de la creación de este nuevo Derecho y su salvaguardia pueden realizarse los objetivos perseguidos con la creación de la Unión Europea. El ordenamiento jurídico comunitario ya ha realizado grandes logros en este sentido, muchos de ellos expuestos a lo largo del trabajo y que no procede recuperar aquí, lo cual no obsta para que no haya elementos en los que también quepa mejorar: es enormemente criticable el marcado carácter económico que ha adquirido en las últimas décadas, más que nunca si cabe, esta organización supranacional alejándose de su carácter de comunidad de Derecho social. El ordenamiento jurídico comunitario y la comunidad de Derecho que se fundamenta en él sólo pueden sobrevivir si se garantiza su respeto y su protección. Los garantes jurídicos de ello son los tres pilares del ordenamiento jurídico comunitario: su autonomía, su aplicabilidad directa y la primacía de este último sobre los Derechos nacionales. Porque la construcción de una Unión Europa se fundamenta en unos principios vertebrales con los que los Estados miembros se tienen obligatoriamente que comprometer y cuya aplicación se confía a las instituciones de la Unión, entre ellas al TJUE que es el garante del ordenamiento jurídico Comunitario, asistido en esa labor por los sistemas jurídicos nacionales. Principios vertebrales, por tanto, cuya existencia y mantenimiento son defendidos decididamente por el TJUE, que garantiza la validez uniforme y prioritaria del Derecho de la Unión Europea en todos los Estados miembros y en campos como el de la contratación pública. En consecuencia, el Alto Tribunal Europeo es una institución que ha jugado y juega un papel decisivo en el desarrollo de ese ordenamiento jurídico comunitario y por ende de los ordenamientos jurídicos nacionales de los distintos Estados miembros, desarrollo que se debe en buena parte a los principios instaurados por el TJUE a lo largo de su práctica judicial en defensa, entre otros bienes protegidos, de los derechos e intereses legítimos de los ciudadanos de la Unión Europea. Es por ello que a pesar de todas las lagunas y ambigüedades, que al igual que a otros ordenamientos jurídicos caracterizan al ordenamiento jurídico comunitario, la contribución de éste ordenamiento y, por consiguiente, del Acervo Comunitario a la defensa de los derechos e intereses legítimos de los habitantes de la Unión Europea y a la solución de los problemas políticos, económicos y sociales de los Estados miembros y de sus ciudadanos no deja de ser también de un valor excepcional que merece ser nuevamente destacado. Es así como el TJUE ha contribuido también a integrar y armonizar los Derechos nacionales de los distintos Estados miembros a favor de una normativa más igualitaria y fundada en los clásicos principios generales de la contratación pública y cada vez más, en los que considero venideros principios generales que entiendo se acabarán por instaurar, de promoción del desarrollo humano y de promoción de la sostenibilidad ambiental, que han tenido y tienen sus primeras manifestaciones en los aspectos sociales (socio-laborales) y medioambientales, criterios o cláusulas por las que se hace una decidida, aunque como hemos visto debatible y todavía insuficiente apuesta por parte de la nueva generación de Directivas de contratación pública de la Unión Europea. De este modo, el TJUE ha formulado en muchas ocasiones principios generales, unas veces como desarrollo de categorías ya contempladas normativamente y otras suponiendo una construcción 'ex novo' ante el silencio normativo al respecto. Ese es el caso de la evolución normativa que se ha venido produciendo con respeto a los denominados aspectos socio-laborales y medioambientales, sin llegar a la fuerza jurídica de principios generales. Pues bien, es el momento de destacar nuevamente que entre los principios generales formulados reiteradamente por el TJUE dentro de todo el conjunto del Derecho de la Unión Europea se encuentran los derechos fundamentales de las personas. De este modo al declarar el Tribunal de Justicia que los derechos fundamentales forman parte de los principios generales del derecho, ha contribuido a elevar los niveles de protección y seguridad de estos derechos fundamentales y de estos principios generales. Principios generales cuyo respeto el Tribunal impone no sólo a las instituciones comunitarias, sino también a todas las autoridades nacionales encargadas de aplicar el Derecho de la Unión Europea. Encontrándonos con que el Derecho de la contratación pública no es una rama, ni una materia ajena a los derechos fundamentales y tampoco al resto de principios generales del Derecho, por lo que todos ellos son aplicables por consiguiente al ámbito de la contratación pública y a los procedimientos administrativos de adjudicación derivados de las compras públicas. Llegados a esta realidad nos encontramos con otra, la óptica desde la que son observados con generalidad los principios generales de la contratación pública. Son dos o tres los sujetos, las partes, en un contrato público, por un lado siempre nos encontramos con el poder adjudicador y el contratista, siendo que muchas de las veces hay una tercera parte que son los destinatarios de esos contratos pública, tercera parte que opino se podría pensar está siempre presente, ya que aunque el destinatario del contrato sea el propio poder adjudicador, éste siempre tiene como objetivos unos fines públicos para los que fue creado y que repercuten en las sociedades. Ocurre que los principios generales que hemos ubicado en el primer grupo (que son podríamos decir todos los existentes en el Derecho positivo), los comúnmente aceptados, son vistos desde la única óptica subjetiva de las dos primeras partes de los contratos públicos a las que me he referido, poderes adjudicadores y contratistas, ignorando por tanto los beneficiarios finales de esos contratos. Pondré como ejemplo por todos los demás principios al principio de igualdad. Mucho se ha hablado y escrito sobre este principio general en la contratación pública enfocado por regla general desde el predominante punto de vista de igualdad de acceso a las licitaciones por parte de los operadores económicos. Pues bien, es factible pensar en la posibilidad de interpretar el principio de igualdad desde la única óptica de la igualdad en el acceso al mercado y a los contratos públicos de los licitadores y proveedores, por ejemplo extranjeros en el marco del Derecho global, o bien cabe también la posibilidad de prolongar ese principio de igualdad de oportunidades, como yo lo entiendo, hacia la fase de ejecución de los contratos públicos y por tanto extrapolar dicho principio en aplicación también de las ventajas o desventajas de los beneficiarios y usuarios de los Acuerdos de Libre Comercio y de los contratos públicos de ellos derivados. Lo mismo podríamos decir del principio de transparencia, tradicionalmente pensado en la contratación pública desde el prisma de la publicidad del contrato para el cumplimiento del principio de igualdad entre los oferentes y de publicidad, y sólo más recientemente pensado en la contratación pública como derecho a la información que tenemos todos los ciudadanos de conocer el uso y destino que se da al dinero que es de todos, que es básicamente como ha sido tratado este principio general en el Capítulo de esta obra dedicado a él. Es este por tanto el mismo ejercicio que tenemos que hacer con el resto de principios de los tres grupos de principios generales enunciados y en definitiva con el Derecho de la contratación pública, el Derecho administrativo y el Derecho público en toda su dimensión. Es decir, la mayor parte de los principios generales de la contratación pública que actualmente se plasman por escrito en las distintas normas y que forman por tanto parte de nuestro ordenamiento jurídico positivo han sido planteados y valorados, podríamos decir simplificadamente, desde la visión de las primeras fases del procedimiento de adjudicación de los contratos públicos, esto es, desde las fases de admisión y adjudicación del contrato, enfocados casi únicamente a las personas del poder adjudicador y contratista. Ello ha supuesto la omisión de la concepción de los principios generales en la fase de ejecución de los contratos, históricamente la menor regulada de todas en el ámbito del Derecho de la contratación pública, de forma que podríamos afirmar también casi taxativamente que los únicos principios que se han pensado para esta fase tienen que ver más con la vertiente económica que con cualquier otra perspectiva, como es el ejemplo de la inclusión en el artículo 1 del TRLCSP, como pórtico del sistema de contratación pública español y en compañía con los principios generales del primer grupo, del objetivo de estabilidad presupuestaria y control del gasto. Se omite pues la responsabilidad social corporativa que más que a nadie le corresponde sea exigida a los poderes públicos, la responsabilidad social y medioambiental como pórtico también del Derecho de la contratación pública, principios generales dirigidos claramente a esa tercera persona que forma parte de los contratos públicos, los usuarios, destinatarios y beneficiarios finales, o sea, la sociedad en su conjunto y los individuos que la forman, los contribuyentes si lo preferimos e incorporamos la perspectiva económica, los cuáles también son titulares de derechos. Como hemos ido viendo el último eslabón en el marco normativo de la contratación pública en el Derecho de la Unión Europea lo forman las nuevas Directivas 2014/23, 24 y 25. Los Estados miembros tienen la obligación de transponerlas como máximo el 16 de abril de 2016 y la previsión en España es que se incumpla como tantas otras veces anteriores este mandato. La doctrina coincide en que es un excelente momento para mejorar el marco normativo y el sistema de contratación pública nacional. Los actuales anteproyectos de Ley de Contratos del Sector Público y sobre procedimientos de contratación en los sectores especiales así lo auguran. Así ocurre por ejemplo con respecto a los principios generales, en los que en muchas ocasiones los nuevos textos en su versión actual son más garantistas que las Directivas de contratación pública. Si bien, como digo habrá que esperar al resultado último de los textos finales que puedan resultar de las postrimerías de una legislatura y del inicio de otra. No obstante, es necesario seguir profundizando en esta disertación hacía el cumplimiento del objetivo último de la acción pública y política, la persona, a través de una suma constructiva a los principios generales de la contratación pública del Derecho de la Unión Europea y del Derecho español. Reiteraré nuevamente la manifiesta y generalizada aceptación de determinados principios generales y su consubstancialidad a la contratación pública, ubicados en los primeros considerandos o preceptos tanto de las normas comunitarias como españolas. Sin embargo, no es nada habitual en nuestros ordenamientos (podríamos afirmar que es inédito) que se defienda la inclusión de los principios generales de desarrollo humano y sostenibilidad ambiental, haciendo valer de esta forma con carácter imperativo otra clase de principios generales que hoy por hoy todavía constituyen, voy a decir, 'empeños'. Me he posicionado claramente a lo largo de este estudio, dentro del marco del ordenamiento jurídico de la Unión Europea y nacional, a favor de la defensa de los derechos fundamentales de las personas por encima de los intereses económicos particulares, sabiendo que el principio de desarrollo ambiental sostenible es un derecho fundamental más. Pues bien, del mismo modo que el actual Anteproyecto de Ley de Contratos del Sector Público es en ocasiones más garantista a lo exigido por la nueva generación de Directivas a transponer, así por ejemplo en lo concerniente a los principios generales, resulta también el momento oportuno para introducir en nuestro ordenamiento jurídico estos principios generales encuadrándolos expresamente dentro del artículo primero de la nueva Ley de Contratos del Sector Público. Dicho 'ex professo' lo anterior, es evidente la existencia de los aspectos sociales o socio-laborales y medioambientales en la contratación pública, si bien su aplicabilidad real no sea la que podría ser. Aspectos respecto de los cuales también se ahonda en este estudio poniendo de manifiesto los problemas futuros de aplicación que traerá la nueva normativa, lo que hace dudar de su manifestado espíritu en pro de su utilización, así por ejemplo en la fase de ejecución del contrato al fijar un inexorable vínculo con el objeto contractual que hasta ahora no era exigido. Sabemos que estos aspectos de la contratación pública son ubicables en las tres fases de los procedimientos de adjudicación, entendiendo por las mismas la fase de admisión, la de valoración/adjudicación y la de ejecución y que era precisamente en la última de las fases en la que su utilización era más viable. Quiero destacar ahora antes de continuar, el abismo normativo, teórico y práctico, que existe entre aspectos (cláusulas o criterios) sociales y medioambientales y unos verdaderos principios generales, ya que las diferencias entre unos y otros son evidentes, pasando de primera mano por el carácter potestativo de los aspectos y no así del carácter obligatorio y consustancial al concepto de principio general que tendría el desarrollo humano y la sostenibilidad ambiental. Pero además, es necesario e imprescindible destacar, que al igual, en su origen, que el resto de principios generales comúnmente aceptados y conocidos por todos, estos dos principios que he enunciado no son en puridad creaciones 'ex novo', ya que forman parte del ordenamiento jurídico positivo expreso de algunos otros Estados como por ejemplo Perú o República Dominicana, cuya constitución recoge el principio de sostenibilidad ambiental en la contratación pública. Si los principios generales de la contratación pública, que ya hemos adelantando cuál es su carácter de esencia de todo Derecho, son también el fundamento de la misma y se caracterizan por su transversalidad, ya que alcanzan a todos los contratos, independientemente de su cuantía, de su naturaleza jurídica de administrativos o privados, manifestándose asimismo en todas las fases del procedimiento de contratación, es que podríamos incluir con los mismos efectos los principios generales de desarrollo humano y sostenibilidad ambiental como verdaderos principios-guía del marco normativo de la contratación pública. Pues bien, es igualmente que estos principios ya son principios generales del ordenamiento jurídico de la Unión y de España, porque son intrínsecos a los mismos, resta ahora desvelarlos, generalizarlos y potenciarlos, haciéndolos en primer lugar visibles en el Derecho positivo español ahora que está pendiente la transposición de las últimas Directivas, avanzando un paso adelante en lo establecido al respecto por el ordenamiento de la Unión. Permitiéndome el atrevimiento en este mismo instante de avanzar en esta defensa primigenia de los principios generales de promoción del desarrollo humano y de promoción de la sostenibilidad ambiental en el ámbito del Derecho global de la contratación pública, de la Unión Europea y del Derecho español de contratación pública, que quizás más tarde que temprano se acaben por implantar en el Derecho global, pero dónde seguro más temprano que tarde acabarán implantándose es en el ámbito espacial del Derecho global de la contratación pública en la Unión Europea, de forma que puede que dichos principios se tornen en obligatorios en la próxima (quinta) generación de Directivas de la Unión Europea en materia de contratación pública a través de la plasmación imperativa de los hoy llamados criterios o cláusulas sociales (socio-laborales) y medioambientales, sino incluso antes, de forma más reducida y sesgada aunque no expresa, en la venidera transposición al ordenamiento jurídico interno nacional español de la que es ahora la cuarta de generación de Directivas sobre contratación pública, Directivas 2014/23/UE, 2014/24/UE y 2014/25/UE. Del estudio realizado esa es la tendencia que proyecta seguir el ordenamiento jurídico comunitario, ergo, español. Porque si estos dos principios ya son parte en realidad de nuestros ordenamientos jurídicos (comunitario y nacional) porque no incluirlos entonces también expresamente en la contratación pública al nivel jurídico, interpretativo y dogmático de principios generales. Reconocidos, como se ha demostrado en el estudio, estos principios generales de promoción del desarrollo humano y de sostenibilidad ambiental por el TJUE, los encontramos también en los Tratados de la Unión, como el de Ámsterdam, el de Funcionamiento de la Unión Europea o el último de los Tratados, el de Lisboa; en la Carta de los Derechos Fundamentales de la Unión Europea con rango de Derecho primario; como obligatorios los acoge igualmente Constitución española y todos los tratados y acuerdos internacionales ratificados por España que forman parte de nuestro ordenamiento jurídico interno. Porque todas las normas de ámbito global, regional o nacional estudiadas y citadas en este trabajo, que buscan una acción positiva a favor del medioambiente o de los aspectos sociales, encuentran cobijo, como no podía ser de otra forma y dentro del pleno respecto al principio de primacía del Derecho de la Unión Europea, en nuestra Constitución, incardinándose al amparo del mandato contenido por ejemplo en sus artículos 10, 14, 15 y 45.2 y del derecho que recoge el apartado primero de este mismo precepto constitucional, de forma que es lícito promover por las Administraciones Públicas y poderes adjudicadores como interés general los aspectos medioambientales y sociales en el marco de las políticas de contratación pública. Siendo que estos principios generales como he venido reiteradamente defendiendo resultan legales, obligatorios, necesarios y rentables social, medioambiental y económicamente a corto, medio y largo plazo, constituyendo en la antesala del ordenamiento jurídico de la contratación pública la herramienta que permita promover las condiciones para que la libertad y la igualdad del individuo y de los grupos en que se integra sean reales y efectivas; remover los obstáculos que impidan o dificulten su plenitud y facilitar la participación de todos los ciudadanos en la vida política, económica, cultural y social y cumplir con el mandato imperativo que marca, sin ir más allá de nuestras fronteras, nuestro ordenamiento jurídico en el artículo 9.2 de su norma suprema. Es decir, no es ni siquiera necesario descifrar estos principios generales en el conjunto de nuestros ordenamientos, están presentes pero en cierta medida obviados, olvidados, máxime en una materia que supone aproximadamente de media el 25% de la ejecución del presupuesto de gasto de las Administraciones Públicas. Requieren, por consiguiente, de un impulso, defensa, promoción y aspiración para ser consignados expresamente de manera positiva en el ordenamiento jurídico de la contratación pública, en igualdad de lugar y condiciones que otros principios generales totalmente aceptados. Se trata de principios generales que son legales porque se encuentran incorporados en los pilares de las normas fundamentales de la Unión Europea y de España y obligatorios porque como obligatorios los acogen también los mandatos que realizan a los poderes públicos ambos ordenamientos jurídicos a través de sus normas más supremas y fundamentales. Su carácter de necesario es una realidad global, regional y local que nos sobrepasa como individuos diariamente. Su también necesaria e imprescindible rentabilidad se justifica porque en el equilibrio de las poblaciones sociales y del medioambiente se encuentra en definitiva el desarrollo sostenible, económico también, de los pueblos y los Estados. Pero si su existencia en el ordenamiento jurídico es tan manifiesta, por qué incluirlos expresamente. Entonces por qué hemos incluido el resto de principios generales del primer grupo si se encontraban en la misma situación: por qué tienen un perfil más económico, los aquí patrocinados también, consiguiendo, a la vez, ese crecimiento social, ambiental y económico sostenible. Por lo tanto he aquí mi apuesta y mi crítica constructiva. Nos encontramos en el momento idóneo para introducir y plasmar como Derecho positivo los principios generales de desarrollo humano y de sostenibilidad ambiental en el marco nacional de las normas de contratación pública, haciéndolos de este modo visibles, omnipotentes y omnipresentes en los actuares de los órganos de contratación y en las mentes y conciencias de los políticos, de los gestores y de los operadores jurídicos y económicos de los contratos públicos. A nadie se le escapa ya la existencia de los otros principios generales, los por todos conocidos y aceptados, y sí a muchos todavía los hoy todavía denominados 'aspectos' socio-laborales y medioambientales. Esta es una realidad cotidiana, muy utilizada también por quienes infravaloran esta concepción del Derecho administrativo y del Derecho de la contratación pública, para qué exigir con respecto al adecuado cumplimiento de las normas sociales, laborales y medioambientales si ya todo está en el resto del ordenamiento jurídico, si bien la experiencia determina que no se detienen a reflexionar que sí se exija, sin embargo, la honorabilidad del licitador desde el punto de vista deudor de la Hacienda Pública o de la Seguridad Social si también son ya obligaciones que establece la correspondiente normativa. La misma limitada visión que supone el creer por los órganos de contratación que no les compete, cuando en realidad las competencias de una Administración Pública, de un poder público, no son compartimentos estancos que se agotan en la unidad u órgano creado al efecto, sino que abarcan y obligan al conjunto de la Administración o poder público como persona jurídica única, pensemos por ejemplo en las competencias de medioambiente, de igualdad de la mujer, de menores, de personas con discapacidad, de bienestar social, de empleo y un largo etcétera, son competencias de todos, son competencias transversales, amparadas además por la obligación de acción de los poderes públicos contenida en el artículo 9.2 de la Constitución española. Es así que he abogado al inicio de este estudio por la inclusión de estos principios generales en el ordenamiento jurídico global de la contratación pública, en el Derecho de la Unión Europea y en el sistema de contratación pública español. Ocurriendo que para este último se ubica el momento perfecto con la incorporación de las nuevas Directivas y la aprobación de la que será nuestra próxima normativa nacional sobre contratación administrativa, todavía en trámite. Como anteriormente señalé, hemos perdido un preciado tiempo en la implantación de la contratación electrónica favorecedora de los principios generales también por sus posibilidades de transparencia. Seguro que otro tiempo maravilloso perderemos también en el Derecho de la Unión Europea de la contratación pública para la implantación de los principios generales que ahora defiendo, confiando en que este hecho se produzca. No perdamos pues la extraordinaria la oportunidad que se nos brinda con la transposición de las nuevas Directivas incorporando a nuestro sistema nacional de contratación pública estos novedosos principios generales en el ámbito de la contratación pública, puede que adelantándonos así a otros actores, dando ejemplo y haciendo justicia social y medioambiental con el dinero que es de todos. Porque, en conclusión, la inclusión en nuestro Derecho positivo más actual de estos principios de promoción del desarrollo humano y de promoción de la sostenibilidad ambiental, depende únicamente de las personas que tienen la capacidad de decidir e influir en las normas de contratación pública y del esfuerzo que las mismas hagan en tal sentido, porque si nadie se cuestiona la inclusión en el pórtico de la normativa de contratación pública del principio general de eficiencia en conexión con el objetivo de estabilidad presupuestaria y de control del gasto; si es posible también establecer en los contratos públicos un objetivo basado en el 100% en el aspecto económico, por qué cuestionarse entonces la inclusión y existencia de estos principios generales que como mandato obligatorio nos imponen nuestros ordenamientos jurídicos si los mismos resultan a su vez rentables para el conjunto de la sociedad formada por todos nosotros. Empecemos, por tanto, a corregir la trayectoria y tendencia del actual Derecho administrativo y de la contratación pública por el principio, por los principios.

Transcript of an oral history interview with Arsalan "Arsi" Namdar, conducted by Sarah Yahm on 2 April 2015, as part of the Norwich Voices oral history project of the Sullivan Museum and History Center. Arsalan Namdar was one of a number of midshipmen from the Iranian Imperial Navy to enroll at Norwich University for education and training between 1976 and 1980. His interview reflects on his experiences as an international student from Iran as well as the impact of the Iranian Revolution on his life. ; 1 Arsalan M. Namdar, Oral History Interview April 2, 2015 Interviewed by Sarah Yahm Sarah Yahm: OK. So, I'm going to turn this recorder on. Let me just check one thing. Ah, that's number one. So, you're number one. OK. So, this will probably take about an hour. Do you have about an hour? ARSI NAMDAR: Mm-hmm. OK. SY: OK. Excellent. And I'm really just looking for your stories. Your stories, and your life history, and things you remember. And so I thought I'd start from the beginning. So, if you could just introduce yourself, and say your full name and where you were born. AN: Arsi Namdar. And actually my full name is Arsalan Namdar, and I was born in the city of Abadan, which is a— southwest of Iran. At the age of seven I was— my family moved to Tehran, and left Iran until I was about 18 or 19. SY: What's your earliest memory? Do you have an earliest memory? AN: From Iran? I was— I remember in Tehran, it was a beautiful city then. It was pretty populated. I think we had about four million in population. Right now, I think it's about 16— 14 or 16 million. And Tehran was always a very big populous, modern city, and always a lot of activity, and nightlife, and day life. It was really amazing. And the closest that I can think of it now is it's something like New York City, and now— so, I was— I lived with my family in an apartment. We had— actually, eight of us living in a three bedroom apartment, and we were raised really— we were a poor family, and my father was the only bread winner, and my mom was a house— a homemaker, but it was— we were a really close family, and we enjoyed being together, and I always— when I was growing up I was very patriotic in Persian ways, and I loved my mother country, and I wanted to become a writer, so I wrote some novels, and I was pretty good in Persian literature. And then I met— I was— I knew this girl who was my neighbor, and we had a four year age difference, and we ended up befriending each other, and so, it ended up being a love relationship. And then for some reason when I was 17 or 18 I— we had a falling out, and so, I don't— I didn't tell her that I was going to join the navy. So, I joined the navy, and Imperial Navy, and so, then they shipped us out after a year, and sent us to the US. So, that was the end of my stay in Iran, and my memory from those days. SY: Did you get to say goodbye to her, or— AN: Never did. (laughter) SY: You never did? AN: Yeah. So— SY: You ever had contact with her since? AN: Yes. I did. This is probably— I know that she's still— she's doing very well, and so I know that she's been married twice. And she's got two daughters— well, two daughters and one son. So, I think she's doing well. (laughter) SY: So, what made you decide to join the navy? AN: I was— actually, I wanted to dis-- my basic reason was that I just wanted to get away from that environment, and I wanted to— 2 SY: Because you were heartbroken, or because you wanted to get out of poverty? AN: I really— I think I was heartbroken, and I just— I'm the kind of person that I need to— I feel like there are times where you need to make a physical change, environmental change, in order to really put yourself in a new situation, new atmosphere and environment. And that really does a lot of good for you. So, I went and applied for— back then the Shah of Iran was very close to the US. He was one of the greatest US allies, and they had just begun sending— recruiting a lot of young folks— young men— to become pilots, and to go to pilot schools, and to join the navy. And because the navy was— the Shah's one of— he wanted to be a super power in the region, so he wanted to strengthen the navy, and air force in particular, and so I went and applied for a pilot job, and went through all the tests and everything, and I was rejected because I didn't have the good depth perception. So, I was really disappointed, and so, then I said, "What's the next thing I can do?" So, I went and applied for helicopter pilot position, and I was accepted. And so I passed the test, and went home, and told my mother, and she just went crazy. She said, "You know how many people are getting killed as pilots?" And this was for the navy pilots, and as a navy helicopter pilot. And so she cried day and night, and she was just really upset, and so I decided— I said, "Well, what's the next safest thing I can do? So, I said, "Well, I'll go join the navy as a midshipman, and become a navy officer." So, I went in and applied for that program, and I was accepted. And after some physical tests and background checks and everything, then we officially entered the rank of midshipman in Iran, and my particular crew was there for about a year before we were given the opportunity to come to the US. So— SY: And you were— because you said you wrote a lot— so, I imagine that you had wanted to go to college and get more of an education. AN: Yes, I did. And going to college in Iran is pretty— you have to really earn— really have to be good at what you do. And in terms of academics. And I was— I wasn't really the best student, and I wasn't the worst student. I was somewhere in the middle, and I don't think I had the aspiration to become a college student or to graduate from college. I really felt that because of what I wrote, I felt like I had— I wrote very well, and I was a well-read person as well. And so I did— back then I read a lot of Persian novels, and a lot of American, European, Russian novels, so that's what really— I spent a lot of time on doing that kind of educating myself. So, I really never planned on being— going to college, because I thought that I probably wouldn't be able to enter college. So, I never applied for national tests, and they call it the Concour, which is— it's just a national test that everybody goes and takes it, and depending on the level of— the score you get, then you can become eligible for certain universities. So, when this opportunity came in the navy, and I thought, "I can go do the two year of service in the armed forces." Everybody who graduated from high school, they had to serve two years in the military. That was a mandatory thing. And so, either do that, or just join the navy, because I thought the navy is pretty sophisticated, I saw the outfits they wore, all the uniforms were all really chic, and they got to go Europe and the US, and I thought, "Oh, that's really not a bad thing. It's great." So, that was one of the main attractions to the navy, and so I was glad to be able to join, but at first like 3 any military training it's pretty hard. You don't get all the glory and everything. Glory comes later on when you become somebody or you accomplish something much more— later in your life. SY: What was the military training like in Iran? AN: It was pretty tough. It was pretty brutal, and they— we had— basically as a military student you really had no rights. They just told you what you had to do, and then you did it. And the punishments were pretty severe sometimes. I remember once or twice I didn't march the right way, and they made us put little pebbles— stones in your boots, and then you had to march like that. So, it was kind of like a torture. And so, when we came here to the US, and we started at Norwich, Rook Week here was pretty— it was piece of cake, because it was always push-ups, and sit-ups, and running, and they really were nothing to us because— SY: (sneezes) AN: Bless you. SY: Sorry. It was— you said it was nothing to you? AN: Nothing really. It wasn't that big a deal, so as a result we— at first— the first few weeks we kind of goofed off, so that really made our classmates pretty upset because we weren't taking this seriously, but we had already been through all of that. SY: And I think both Bizhan and Sussan mentioned hating having these, because you guys have been in— you were really in the navy for two years, and then there were these kids shouting in your faces. AN: Yeah. Yeah. Exactly. And in hindsight, I really think— when you think about it, I think it was pretty silly. And you're pretty— at least on average, we were two to three years older— or maybe even older— than some of these newcomers, so we felt like we had experienced more of life than these kids who had just graduated high school. And in a way we had done it, because we were away from our parents— when I was 17, 18, I joined the navy, and they shipped us off to some center to be trained in it, so it was— for us, we were used to that kind of environment. To being alone, being independent. And then they sent us here to the US, and they sent us to the Citadel, a group of us— the second group with Bizhan— I think Bizhan was on it, too. They sent us to the Citadel, and that's the military college in Charleston. And so, we had first a three month training there, and then of course they would let us do some weekends, and we just partied, because young guys, and being in the navy, and Charleston being a navy town, it was just always fun. And so, that was— so, we were used to a lot harder times than— when we came here, that military life in the beginning was not as hard. But over time, it got really hard, because of we didn't get recognized Rook Week, our group, the Rooks, didn't get recognized, I think, until February, and that was pretty, pretty long, and it was torturous in a way, and being cold, and all that stuff. It just wasn't really pleasant. SY: Did you— and I think Bizhan also said that in Irani military training you don't get shouted at in the same way, is that true? AN: Well, he— actually, Bizhan actually went to a longer training than I did. He served his— part of his two year mandatory training, and then he came back, 4 joined the navy. I didn't go to that first mandatory training. But in Iran, I mean, punishments are not— they really mean it when they punish you, and you can't say one country's better than the other— I've seen the marines, and how they train them, the special forces, and the— here, and I just feel like that— those are pretty vigorous, too. And we were just— we were not special forces. We were just navy. Just simple navy midshipmen. And— but what he was referring to was that the part of the navy that sent us— that one year, we— I guess the focus was for us just to learn English. Nothing else. We did some marching, and some military stuff. But, it wasn't like 24 hour doing all hardcore military stuff. That didn't happen until later on in the process. SY: Interesting. So, what was your first impression of Norwich? AN: Norwich? (laughter) So, as I said to you, the first group of us— they sent us to the Citadel, and it was pretty— it was a pretty hard school, and it was in the South, and beautiful weather, and it was summertime, and it just really felt for me close to Iran than any other place. So, when we— at some point, I guess, they lined us up, and— a group of us— our commanders came and said, "You go to Norwich, you go to Citadel, you go to Jacksonville, you go to this, you go to Maritime Academy." And I ended up being assigned to Norwich. And I thought, "My God, what is Norwich? It's so old. Norwich is near the capitol of Vermont." Oh, okay. Capital of Vermont. This is really great. I looked on a map, and I couldn't find Vermont. And they said, "Oh, it's near New York City." And so— and you have to just put this into perspective. We didn't have Google, we didn't have iPhones, anything easy to use. So, maps, and just simply asking people about things. So, we came— they said, "Oh, you're going to Norwich." Okay, Norwich. It's near the capitol. It's great, it's good. It's going to be like the Citadel, and like Tehran, it's going to be good. It's great. So, the last night we all went to disco, and we all had fun, and it was a great time, and the next morning we all had to get up, and they shipped us to Norwich. And we got off the plane in Burlington International Airport. Look at it, and said, "Burlington International Airport?" We saw maybe one or two planes. And again, you have to understand, we came from a very populated area, and we went to Europe, we— bigger cities, and we came here to the US, and saw Vermont. Saw only one, maybe another plane. Two planes. So, and they have one of those ladders that in the middle of the runway you all have to get off. Here we are, we all have— it was in August, we all had jackets, suit jackets and ties, and are coming down the plane, and I look, and I look, "Oh my God." In the distance I see two or three yellow buses, and just all of a sudden all of us have a heart attack. My God, what are these? I've never seen these. What kind of buses are these? So, anyway, they put us on these buses, and just, clunk, clunk, clunk, the buses are driving, and they're— we go passed all these farms. For the first time I see cows. And I'm looking, "Oh my God, so many cows. More than humans here." And so, anyway, that was the end of our journey. They brought us here to Norwich, and although it was a gorgeous, gorgeous campus, for us,— that's something I didn't expect. I expected more of a city, a lot of action, a lot of fun and stuff. Came to Norwich, and they assigned a room to me and one of my friends. I think it was in Dodge Hall, and so, we looked at each other, he was my maybe classmates, and looked at each other, and I said, "Oh my God. 5 What did we get ourselves into?" And so, that next morning the two of us took a bus to Boston, and we stayed there for two weeks, because our vacation— we had two weeks of vacation— two or three weeks of vacation before we had to go back. So, that was my first experience in Norwich, and I tell you, that was— from my perspective, that was the most depressing day of my life. And of course that changed later. And when we got to love the institution, and all the memories that it brought for us, and all the good times and bad times that we had here. Friends we had, Americans and Iranians, and the friends that really to this day I'm still good— many of them are friends with. Even the Americans as well as Iranians. SY: Can we pause for one second because I can hear the vacuum, and it's showing up on the tape. AN: Oh, it does? SY: Yeah. The microphone's really sensitive, so it picks up things— because I can barely hear the vacuum, but it audible. Okay. So, yeah. So, what were your encounters like with other students? AN: So, when we came to Norwich, and really the administration was very supportive, and they were really great to us. In particular, I had a professor by the name of Professor [Larsen?]. Fred Larsen. He was a professor of Geology, and I think he retired a few years ago. A couple few years ago. And he and his family really took myself and another friend of mine— the guy I went to Boston with— under their wings, and they invited us to the house, and really tried to make us feel good about our stay here. And of course this is August, and August going to September, and the leaves start to fall and changes, fall, it's not— it's pretty, but then it's cold. And so, when fall started, and with Rook Week and everything, that was, I think, the toughest for us, because they queued us up with an American classmates, and so, we were all together for years and years, and all of a sudden they said you room with these guys. And I had a wonderful roommates who was a very nice guy, and so I got to know him and like him and everything else. But it was pretty hard because we couldn't really— of course, we didn't have radio— again, this is back 30 something years ago. No radio, no iPhones, no TVs— no cable TVs, no internet, no nothing. So, we really had to interact with each other in certain ways that, for me, it was tough at that point, because I just— I had to really rely on my English a lot. It just— it wasn't the same as spending time with friends. And— well, initially, there was some fights between the Americans and the Iranians over different things. The most obvious one was that the navy used to give us a full salary, and that full salary— we went— all bought Trans AMs, Firebirds, Mustangs, Corvettes, and so we see all these first years students driving these expensive cars, and that really is not— thinking back on it, it just doesn't really sit well. Like, people who just came here and have really nothing, even though they came— most of them came from most prominent families, and are richer. But you just didn't have anything at that point, and so we were just driving around recklessly and having fun. Again, because we were in some ways, we were a lot older than them, and for us, we felt like we had experienced a lot of different ups and downs back home and different states. So, just for us, that was a normal thing. So, initially we had some issues, some fights, the Iranians and the Americans, and the way we dressed, that was— and of course, we were all young guys, more 6 mature, there were no girls left here in the Northfield area, or the Burlington area that we could date, or we could go out with, so I think that was a natural tendency for them to dislike us. SY: So, there are these pimply faced American kids, and you guys have sophisticated clothing. You're urban and cosmopolitan. AN: I mean, seriously, we had— we all had really tailored outfits, and nice cars. We drove everywhere. We didn't really— we didn't have cabs, we didn't have bikes, or we didn't walk. Everybody drove everywhere. And so, that naturally caused some frictions, and some frictions between us and them. But, in later years I think when they became friends, my friends, Americans and Iranians really became friends based on the values, not based on cars and things like that. They learned to like us for some of the things we offered, and we liked them for some of the things they offered. Mostly friendship and being really decent to us. And of course, you can always find some prejudiced rednecks out there who— they don't like you for whatever reasons. Just because you don't look like them. And that's not a low rank. That's a high rank. It just happens from— at every level. But we had some people that were really nice to us, and they really had— they respected us, and as a result to this day we still respect them. I mean, one example is [Keith Barrette?]. He was our classmate, and he's still around. Actually, he's still around. He's very involved in Norwich. He was one of the nicest guys. To this day, we all really like him. We all love him, and respect him, and we are happy that he was part of our history, and part of our life back then, and then we still have the ability to be friends and meet with him from time to time. But I think for me, the most painful thing was they gave us— my room was in the back of India Company, alumni, and it was— I think it was on the second floor, or third floor, and it faced— there was pine trees. And seriously, every time I looked at them I felt like I was in a prison camp. And that was really the most depressing thing for me. And that didn't feel good. And coming back to the same hall after the same building after like 20-some years a few years ago, I just saw the difference. I mean, I was just flabbergasted. How— so much difference and so much improvement. Kids nowadays have so many things that students— cadets— they just don't value. I mean, we used to march to the campus to the dining hall, and we had only one choice of meal. They would bring it to us, and most of us didn't eat pork, and so American friends, they were all waiting for us. As soon as we sat down, and we knew that, too, we never paid attention to it. So, as soon as they saw us sit down, they would say— they would come to us and ask for our portions, and we would give it to them because we just— it just— we didn't eat pork. And of course I eat everything now, you just had to get used to it. SY: Well, I mean, culturally— so, Commander [Arumi?], I was reading in the archives, he actually tried to intervene and explain to the administration about pork. Do you remember that? AN: Yes I do. And actually, he was a very sweet guy. He and his wife were very helpful to the Iranian guys, and she would cook for us every Friday. Persian meals, and they were delicious. I mean, I don't know if you've ever had (inaudible) [00:24:28]— SY: So good. 7 AN: -- they just— and so, she was cooking for us, we know where they would go. And people— Friday night a whole bunch of guys, they're not going to go to somebody older than them, to their house, and sit down and talk about this. They want to go party. So, our story with Diamond Hall was— I just wanted to pick up with that— that was our story. They would come and the days that they had pork or ham or anything like that, you just would— most of us would give up our dish, and our meal, and just— everybody would walk to the— there was a cafeteria down here that Officer Burger used to— that was our favorite. Officer Burger and then go play foosball. And that's what we did most of the time. SY: What did you say? What type of burger? AN: Officer Burger. SY: Officer Burger. What was that? AN: It was just a hamburger with a whole bunch of condiments on it. SY: So, there was something to eat if you couldn't eat in the dining hall. AN: We could not the first few months. The first year we weren't allowed. I think you either had to be recognized or upperclassmen. SY: So, did you go hungry a lot? AN: Sometimes we did, yeah. Sometimes we did. Yeah. And, you know, vending machines weren't available a lot then. And so— and of course lot of us were used to that kind, we just— it didn't matter if you had to have lunch or breakfast or whatever, because we were used to the kind of life that we could go like two meals without eating anything, and then go out at night just have a hamburger or hot dog or some-- not hot dog, just hamburger or something like that in Burlington. That's why a lot of us were very, very skinny. I'm 175 pounds now, but back then I was— when I was at Norwich I was 124 pounds. And most of my friends, if you looked at them, they were very, very skinny. Not because they were malnutrition, just because we just— that wasn't a priority to us. Priority was everything else. And everybody smoked too, so that suppresses your appetite as well. SY: Were you frustrated or angry that Norwich didn't seem to understand that culturally pork was not cool? AN: No. That didn't really bother me, and I really think that Norwich did a lot to help us. I really— I always appreciated their administration, and this has been really a great school in terms of being open and supportive, and I really think after all these years— still 35 years or so, they have not changed, and they have even gotten better. And I personally never felt that way, and what I felt was that there were cultural differences, and that's because it just— it was what it was, and it didn't really bother me. It wasn't like I would go out and say, "Oh my God these Americans are going to beat me up and kill me," or anything like that. You would make fun of them, and they would make fun of us. They would make fun of us for whatever. The way we dressed, the cars we drove. Sometimes you show up at regi balls, with girls that were not from around here who all were decked out. And we would make fun of them for doing some stupid things. We had a guy— a football player— who would get angry from time to time, pick up the soda machine, and just shake it up. To us, it was a funny thing. And so, the years I was here I really felt like it was one of the best experiences of my life. I mean, I 8 think Norwich taught me a lot in terms of quality and integrity, and really experiencing life, and trying hard, and just trying to work with others and be friendly. I learned a lot of that here. So, just because it was really encouraged by administration. SY: Did your kind of political understanding of the world change? You grew up under the Shah, not the most open of regimes. Not— I mean, and then you came to Norwich. Did you ever get to go to a town meeting? Did you sort of understand the different political system? How did you sort of understand the political differences? AN: We didn't actually— I didn't go to any town meetings, but I basically— we read a lot of newspapers, and sometimes from the TV, and watching TV, and we were really political in terms of American policies, we actually couldn't be. We were under the Shah, and we couldn't have any political affiliation. Only to the Shah. It wasn't until the year I got married to my American wife in secret— that was my last year here— that I felt like I was open to that, the idea of, "Oh, this is politics, and this is how this country is run." And by the way, I loved it. This is the greatest country. And I still do. This is the greatest country. No matter what your opinions are. And to a large degree you have freedom, and your freedom to do things and say things, and so I really— I was really fascinated by it. And I am now. It just is great. And I don't really think many countries are like this, and that's what makes the United States a unique country in itself. And— SY: What was it like growing up under the Shah? In terms of— did you experience repression or not? Were your family loyalists? How did that work? AN: So, under the Shah, we had to— if we agreed with the Shah and did not say anything against his regime, you could actually do okay. And I'm not saying well okay meaning you could become a millionaire. You could just have a normal life, and— SY: Under the radar. AN: Under the radar. But he just— exactly. He didn't want people to say things about him and about the regime. And that was really rightly controlled. And so they had this secret police called the SAVAK [Sāzemān-e Ettelā'āt va Amniyat-e Keshvar, Organization of Intelligence and National Security]. That— they were times where people would be really— and they would use that as a scare tactic. Really, if you say something that they didn't like, they could technically go after you and your family members, and really create some problems for you. There is no difference between then and now with what happens in Iran. You can't do the same thing in Iran either. This time the difference is they can't say that against the regime of Ayatollah, Khomeini, or his successors. So, to me, it's a lot more oppressed now than it was then. It just— the Shah— the thing I like about the Shah was he was very modernized. He was a great ally of the US, and unfortunately he wasn't supported when he was facing the Mullahs. When the Mullahs were taking over Iran, and that was his demise. And to this day I think everyone is realizing that they lost— I mean, look at the Middle East. There's really no one that is our ally here. There's really no one. And the Shah was undoubtedly the biggest supporter of the US and US ally. So— SY: Was there talk of the 1935 coup— right? 9 AN: Right. Yeah. The coup d'état, right. SY: -- the overthrow. Was that something that was talked about when you were in Iran? AN: I think it was in 1953, or— SY: Oh, sorry, it was '53. I was totally wrong. It was later. AN: I think it was 1953. But, no. My father, when I was in Iran, would mention it, and he would say to me, "These people, these religious factors, who come here and say death to the Shah and whatever." He said— he used to tell me they don't understand what the regime was like under— before the Shah took over because it was a kind of religious dynasty. And so he would always— was in disagreement with people who were against the Shah. And back then when I came here to the US, obviously I had to pass all sorts of background checks. They wouldn't let us into the navy unless we were completely clean. Not only us, but our families, and a good extension of our families. So, when I came to the US and things started to get bad last year of college year, then I could see that— what was happening in Iran. I just— people who were all against the Shah, all of those people who were against the Shah, they were moving towards all the religious factors, and for a time— a very brief time— things happened to be— they appeared to be OK. And as we all know, they went the other way, and went to the other end of the spectrum, and it's really— I don't think it's any good at all in terms of the economics, social, and any other way you look at Iran. SY: So, do you remember hearing about the revolution while you were here? AN: Iranian Revolution? You're talking about the— SY: I'm sorry. I'm talking about the overthrow of the Shah. AN: Overthrow of the Shah. SY: Do you remember hearing about that? AN: Oh yeah. I did. Because my family were also affected by it. My brothers— two of them— were arrested by Khomeini's regime, and because they— I think the crime was that they were trying to spread propaganda against the regime. One of my brothers was jailed for seven years, and the other one was jailed for a couple years, he had been tortured. And then my other sister, who was also arrested, and so, eventually escaped Iran all three of them. And they are living in Europe, and one in the US. So, the regime went after a lot of people for no reason at all. It just, as I said, it wasn't any better than the Shah. And the Shah was actually giving freedom to people. Women had freedom. Women had freedom to vote. They had a say in their daily life, and work, and society, and anything else. They don't have that now. They just— man in the king of the castle, and it's more of the— the regime is a more of an oppressive regime in more ways than people thought or imagined. So— SY: So, yes. Let's talk about that. So, here you are. Senior year, and you're starting to hear rumblings of what's happening in Iran. So, what filtered down to you from here. What were your— AN: Only people who would go to Iran for visits. Some of the cadets would go there, and then would come back and say this is really bad. And of course we would read the American media at that point, and we would watch things, and we would know what's going on. And I remember one year we were all— all of the navy 10 guys— were gathered here by our commanders, and rented a whole bunch of buses, and they put us all on the bus, and they said, "We're going to Washington to see because the Shah's coming, and we're going to be supportive of the Shah." So they had all of us military students on one side, then they had all the civilians on the other. Some Iranians were against the Shah, so at some point a fight broke out, and it was really nasty. It just— they ran after us. We didn't have anything to defend ourselves with. These anti-Shahs had everything in their position, so— SY: You guys had no idea that— AN: No, no idea— SY: -- you were going into that? AN: -- they didn't tell us. No. They just said to support the Shah. SY: And so how do you think— do you think that— how do you think you ended up there? What was the conversation between the Norwich administration and the Iranian ambassador? Like, how did that happen? AN: No, they just— they could just say— because technically we were their— Iranian government's possessions. Norwich really had no say in it because we weren't American. We were all Iranian and had Iranian passports. So, technically I could just be picked up during the day, in the middle of the night, put on a plane, and be taken back home. And it happened to some of our friends, and it just— they either had not done well in school, or they said something that was not favorable, so they were shipped back. So, Norwich really didn't have a say in it. They were— didn't know, because I think the commanders just told them, "They're going on a vacation. We're going to take you on vacation." SY: So, they didn't even know what you were getting into? AN: We didn't know that, no. We had no idea until we got to the hotel in D.C., and they said, "Oh, you're going out there, and this is the placards you can have," and said, "Long live the Shah." And it wasn't until later that we saw the other students running after us with sticks and— sticks with nails on them, and stone, and everything after us, and it just— it was really nasty. SY: So, how did it end? Were you terrified? AN: Oh, we ended up— someone was— some got involved in fights, some people got injured, but because we didn't have any— really any way to defend ourselves, we had casualties in terms of severe beatings, and I don't think anybody got killed, but injuries. SY: Wow. So, Norwich students got injured. AN: Oh, yes. They did. SY: Wow. Do you remember when you came back, did people ask what had happened? AN: I don't remember to be honest with you, no. SY: No? And you didn't get injured? AN: I didn't. Actually, I got beat up, but didn't get injured. It wasn't visible. But every single one of us got a piece of it. So, that was [New York?]— there in D.C. for two or three days, and that's— I think it was a good two days, and then— SY: Did you have to keep going back out? AN: Oh, yeah. The second— we went there in like the morning, and the next morning, and the next afternoon. So, it wasn't a onetime event. 11 SY: And did you— when you went back out— did you have weapons of any sort, or know what you were getting into? AN: The second time we just— we had— we brought some bottles and things like that just in case, because you don't want those guys to go after you, you need to defend yourself, so— SY: And the US police didn't touch it at all? AN: I think it was such a big crowd. It was thousands. Just imagine. And these police officers on horses— say, even 20 of them, 30 of them, 100 of them. We're talking about thousands of— it was just a mob scene, and so really, I think it was out of control. And it was out of control. SY: And were the Irani students of the Citadel and VMI, did they come up, too? AN: Oh, everybody. Everybody in the navy, air force, anybody that the navy ordered, and the military ordered— the Iranian military. We all had to go. We had no choice. We were the agents of the Iranian government. SY: Yeah. So, you weirdly went into battle in D.C. without any— without the US knowing or noticing. AN: I don't know— I'm sure people knew. I mean, you see group here and a group there. You see the potential for some interaction. It could— it's possible. But the job wasn't to protect us. The job was to protect people around the White House, and the dignitaries and everything. I mean, there's a mob scene. They're not going to go and worry about individuals like me, they're going to worry about individuals like Heads of State. So— SY: That makes sense. So, were you starting to get worried in your senior year about stuff that was going on back home? AN: Actually, I was not senior— I was junior year here. And it was— I was really worried at that point. And to be honest with you, I changed my mind about being— serving under the Shah at that point temporarily. But then I thought about it. If we go to sign allegiance to Ayatollah, then that's something that really wasn't in my dream. So, that's when I got married, said I'm not going back to Iran to serve the Ayatollah. I just really— this is not what I want to do. My allegiance is not to him. So, that's why I stayed here. SY: And so you had a secret marriage. AN: I had a secret marriage— SY: That worked. AN: Yeah. I had a secret marriage. And then came back, and told my commander that I was going to go on vacation, and I never came back. And that was Runi, and never said, so— SY: Where did you guys go? Where'd you have your secret marriage? AN: We went to my wife's— she has an aunt— back then she lived in New York in Glenn's Falls, and my father-in-law— so we got married on a Saturday, this particular Saturday, December 30th. Then we went to— he arranged with his sister to have us work— well, live with them for a few months. Ended up living with them for nine months. In the basement she had a room, I would say 5 by 10, dark, used to be a bar that had some use. So, they gave it to us. It had no toilet, it had— it was awful. Nine months my wife and I lived there. We had a couch that my father-in-law bought from Sears for 300 dollars, and that was a sofa bed, too. 12 So, that would be the couch, and then open up to sleep in. So, that's where we lived. And that was rough. And I was in the navy. I had never worked in my life. I was being paid a handsome salary a month as a midshipman, and then I had to go find a job, and so my first job was— I started as a busboy in a hotel nearby. Queensberry Hotel. And I loved it. It was really— all the waitresses were really good to me. I would help them out— I was a young guy. I was in my twenties, and they were older than me, and I would be stronger, carrying trays and things like that. And the hotel general manager really took a liking to me, and so he would order— he and his family lived in one of the rooms— so he would order food every day and want me to bring him the food. Prepare them and bring them to him. And I had no idea what these American foods were like. What does this mean? What does that mean? So, I had a tough time with that. But every time I went up he gave me a tip, and he wanted me take care of me. Really nice man. And so, then I— my wife started waitressing at a restaurant nearby, and then so we needed another job, so I went and got another job as a temporary street worker. Basically you help all the digging holes and jackhammer and things like that. And sometimes if I didn't have that I would go into the police department— it was a city job— I would go to the police department and help paint the walls, wash the cars, and things like that. So, that was my salary of two dollars and 10 cents an hour. And I was really proud of this, by the way. That was great money. So, that's how we started. I learned a lot from it, and I learned that no matter what you do, it's not what you do, it's how you do it. And I still to this day believe it. And I have a really good job now, but if I have to go lose my job for whatever reason I have to do something else, I can go to sweeping the floors and waxing the floors, but I can guarantee you it's going to be the best looking, cleanest floor you've ever seen in your life. And that's how I did it when I started as my houseman job in a hotel in Burlington. So, I started as a houseman, and within six months I became everybody's supervisor. SY: Why do you think— AN: It wasn't because I was a good looking guy and they liked me to be in the front— it was because I did such a great job. I had— they had us scheduled to do different tasks, and I did them all, and I did them all perfectly. I waxed the floors. Anybody who— any issues they had they didn't want to do, I would do it. Any time somebody called in sick, I would go in. The bathrooms— they have public bathrooms, and on the first floor of the hotel— and public bathrooms are always very dirty— I would go in and 10 minutes, I'd clean it up. I mean, that bathroom was spotless. So, people notice that. They see this guy is doing a good job. So, that's how I started— I got promotion like that. SY: So, what about— at this point you had two years of school? AN: Three years. SY: Three years of school. And so, what was your major? AN: Business. SY: Business. OK. And did you want to— I imagine you wanted to finish. AN: Yes. SY: So, how'd you go back and finish school? 13 AN: So, I went— when I got married, I wanted to come back to Norwich. Obviously, I couldn't, because the navy still had a hold of my academics, and they didn't release that until later apparently. SY: How did they set a hold on your— AN: Well, they wouldn't— I— for whatever reason, I couldn't get my credits here at Norwich. It didn't get released until later. Some years later. So, at that time I had gone to Trinity College in Burlington, and I got my Associates. SY: So, you had to redo all that. AN: Part of it, yes. And then I went to— I went another three of four years, and I went back to Trinity and got my Bachelor's. Well I got it all. My Bachelor's, I had like 12 or— no, 17 credits I had to take. No, I'm sorry. Seventeen courses I had to take, and I did them all in a year. So, I did day, night, and I had a full time job, and by the way I was cum laude. So, I just— it just proves that I really wanted to do it then, and I did it. Then, it wasn't until 2005 that Norwich granted 10 of us honorary degrees. And that was, to me, that was my most prized possession aside from my Norwich ring that— it just really— I had my other diplomas, but Norwich is bigger, and it's right in the middle of it, and it's a joy and pride for me. SY: Now did you stay in touch with any of your fellow students? So, did they know that you were going to leave and get married? AN: No, they didn't' know that until I left. Because you couldn't really trust anybody. I didn't know who was SAVAK, you couldn't— I didn't— also I didn't want to create any friction so that my family would get in trouble back home because my father cosigned me, so that if anything would be resolved, so if anything happened to me, and I left the navy, then he would pay all the expenses the navy had already put in my education. And they did. About 20 years later they went after my parents, and they wanted to take possession of the house and their belongings. So, my father called me, and said, "This is what's happening." I asked how much is it, and he said, "This much." And I just wrote a check, and they paid the government, and they were clear. So— but it was good timing then because inflation was so high that the amount I gave was almost 10 times more than it would have been up— 10 times less than I would have paid, so it just— it all worked out. SY: Yeah. And— OK. And then did you start— did you stay in touch with your family at all during that time? AN: I did, and it was pretty— we would write letters. Of course, they didn't have (inaudible) [00:48:24] or Tango and things like that— iPhone, you could talk to each other. So, from time to time we would write letters, and it would be pretty generic. No names, and no insulting the government, things like that. And sometimes I would call, and there are times that somebody— if you say something— the monitor on the other end would scold you for saying it, so— so they would do that, yeah. Because again, maybe my family— because we had three bro-- three siblings in prison by the Mullahs, and a number of family mem-- relatives who got executed by the government because they were against the government, so. SY: So, when did you get to see your family again? 14 AN: I got to see my mom about 15— 20 years ago. Eighteen years ago, I'm sorry. She came here to visit us, and then I went— my family and I went to Europe to Holland, a couple— three years after, and met with my mother and father. And they're still both of them living. My mom is in her 70s, my dad is in his 80s, so— SY: And are they in Iran, or— AN: In Iran. Tehran. SY: In Tehran. And your siblings? When did you get to see them? AN: My siblings— last time I saw my brother was about a few years ago. My sister is— oh my brother, five years ago. I went to see him, and I saw him there. SY: And it sounds like there's a period of, I don't know, 20 some odd years where you didn't see your family at all. AN: Yeah, it was. And it was one of the hardest things. And the reason is, I know my wife's family, they're really great. They love me. And really it was good to be accepted and to be part of them. But, you always feel like you don't— you— sight of it— there's something missing, and that is some of the things that have been missing for me and for my kids, because I always wanted to— I wanted to experience the love from my side of the family, because in Iran it's a lot more personable. I'm not saying— just, family is— it's— family relations are very deep. SY: And more affectionate, right? AN: More affectionate, just like— and they just— you feel like— we were talking to one of my friends, talking with how many people go see therapists here in the US, and it just really— it's hard for people to be talking to each other about— because no one's got time. In Iran, people don't go to therapists, they have family members. It's really— it's not unusual to have family members who live with you, so any problems you have you can always— you always have that support that— that support network that can always help you out. So, that's one other thing that I wish I had that for my kids, and I wish I had that for myself. I think that would have made me a lot better person in some ways for them, they would have a richer youth, and teenage years. It would be a lot better for them. SY: Do you speak Farsi with them at all? (overlapping dialogue; inaudible) [00:51:47] AN: No, I did not. I did initially, but that's one of the regrets. I should have spoken with them. I should have taught them, but I didn't. And actually, when I became a US citizen back three years after I got married. So, that was like '81, '80, '81 or so. Eighty-two. So, I was just— I was so mad at the Iranian government and all the things they do, I just didn't want to deal with it. Now, the last five, 10 years or so, I've started to pick up on strengthening my Farsi, because I was forgetting it, and I just realized— I just kind of made myself— I thought— I was thinking about, really, because I'm mad at them doesn't mean I don't— I love that language, and I just— it's really hard on me. So, I started to really read a lot of Farsi and listen to things, because you forget things, and I try always to see when I say something, how would it translate into Farsi, or the other way around. SY: Do you still dream in Farsi? AN: I dream about— yeah. I do. I mean, especially food involved. (laughter) 15 SY: That's what I was going to say. You must be homesick for food. What food do you crave that you can't get here? AN: They have these kebabs, filets, and they also have, we call them barg, which means leaf. But it's just kind of like leaf of meat. Filet. And they skewer it, and it's just unbelievably tasty. And that's served with rice and saffron. And they have this other kebab called koobideh, and that's basically kind of like hamburger, but it's on skewers this long, but it's absolutely the most delicious thing on earth. I mean, all Iranians, you don't find anybody who doesn't love chelo kebab. They call it chelo kebab. So, that's one of the things that— I mean, the smell of it, the taste of it, it's just out of this world. Seriously. SY: I believe you. (laughter) AN: Yeah. It just— it's just unbelievable. And that's one of the things I miss. And I miss the traditions. I miss the New Year. Persian New Year. It's a big deal in Iran. It was— SY: It was just last week, or two weeks ago, yeah. AN: Two weeks ago. Yeah. Twenty-first. And I know it's not a big deal here, but my wife does some prep for it, but it's just— it's not the same. So, those are the things that you feel like you wish you had. I wish for our governments— Iranian government and US government to get along, so people— SY: It looks like they're having— AN: I hope so— SY: Fear about what's going on this week, and last week. AN: Yeah, I'll see it when it's actually executed. I don't know. I don't trust these guys over there. SY: You'll believe it when you see it. AN: Yeah. I— you know what? It would be great if these two countries could get along and people could travel without the fear of getting hurt and kidnapped or whatever. SY: Bizhan's been back, have you ever gone back? AN: No, I've not gone back. He actually— when he resigned, he resigned from the navy. I did not. I just went AWOL, and because of my last name, because my brothers being anti-government, I really don't think I have a chance of going there freely. I would really— I wish I could, but I don't think so. Unless this government changes. SY: So, you're going to have to wait for news (overlapping dialogue; inaudible) [00:55:17]— AN: Yeah, to be honest with you, I don't think in my lifetime that's going to happen. I really don't think it. This is— traditionally, Iran— a regime lasts 70 to 100 years. Happened to Shah, it was 75. To these guys, it's only been 35, 40 years. I don't think I'm going to live another 30 years to see that, we'll see. SY: I don't know, you keep eating those egg white omelets, you might live another 35, 40 years. (laughter) AN: Yeah, maybe. SY: Sussan talked about how when she came back, because of the hostage crisis, there's a lot of hostility towards Iranians. Did you experience that? 16 AN: Yes, I did. Very much so. When— back in '78, or '79, I was working at this hotel called— maybe it was '80. The Radisson in Burlington. It's called Hilton now. So, I had an employee he worked for me. His name— whatever. And he was very anti-Iranian. And it was Iran this, Iran that, swear words, and— so, he didn't know I was Iranian, and finally when he found out I was Iranian, he just said, "I'm so sorry. I just didn't know you're Iranian, and I've been saying all these things." And I said, "It happens a lot. People don't know." When you talk about Americans are bad, or Iranians are bad, you just think of them in general. But you meet people, and you realize that really is not the case. And the prejudice I faced was not because of me. Once people started talking to me, they said, "Wow, you're not like that." Well, of course. I live in this country. I became a US citizen. I love this country. I'm not— it's not— I'm not the enemy. I'm like anybody else. But, my origin is Iranian. Just like you being Italian or being Irish. So, that's the way it is. But yeah. People— I mean, even after 9/11, just anybody who was dark, it was just— they were targeted. And then we learned to live with that. We learned to really put that aside. It's gotten a lot better in terms of labeling people and profiling them, I think so. So, I think, once people— and that's one of the things I love about Americans. Once they get to know you, and— first of all, I don't think many Americans are, in my experience, many Americans are not really vicious in terms of trying to put somebody down. People are very— they joke a lot in many ways. People like to be humorous about some things. That's just the way it is. And my experience has been I really haven't had people say, "You. Because of you." And once they get to know me, and say, "Hey, that's the situation. It is what it is." SY: Yeah. So, after all this, you're— you feel you— you arrive in Northfield, you arrive in the boonies, you say, "Oh my God, what is happening to me?" You end up staying in Vermont. Why'd you end up staying in Vermont? AN: Well, I stayed up in Vermont, the reason is because my wife is a Vermonter, and she wanted to be— she wanted to live here. I don't really like Vermont weather. I love the people. They're just the sweetest, most friendly, kind people. I just don't like the weather. And really, it's getting to me year after year. Just, I don't like the cold. Today's March— April. April second. I had to wear a long coat to come out. It's just— there's got to be an end to this at some point. So, my daughter lives in Florida. Southwest Florida. So, my dream is to move there someday and— but my wife is not convinced yet. That's the problem. That's the problem. SY: I don't know. You compromised. You've been here for a long time. Maybe it's your turn, huh? AN: Yeah. I don't know. We'll see. We'll see. Maybe another five or six years. We'll see. SY: Yeah. Exactly. I don't know if I have any more questions. I'm just looking through my list. Oh, yeah. So, then years later some of your classmates managed to trickle back in. So, what were those conversations like when you re-met them? AN: Oh, so coming back from Iran, or just— SY: Yeah. So, Bizhan makes his way back, Sussan makes her way back. It takes a while though. 17 AN: It does, yeah. It took a lot. For Bizhan, he almost didn't make it back here. He was stuck in [Bromford?] quite a long time. What really confirmed things for me was that I was right from the beginning that I shouldn't have gone to Iran, because a lot of my friends went, and said— and they went, and resigned, they almost didn't make it back, and they hated every minute of being in Iran. Even though it's our mother country, just because the regime made it so hard. And it was interesting to hear that people were in the same timeframe as I was in terms of thinking, and so for me it just was kind of a sweet— it's a pleasurous— pleasuring— pleasing thing to hear that I was— what I felt about Iran, not going to Iran was the right thing, and— SY: And everybody came back, and you could probably talk freely in a way that you hadn't been able to. AN: Oh yeah. Yeah. We did. And Bizhan's been to Iran several times. And even the last time that he went he said it was just really tough for him after a week. Said it was really tough. Just because we used to it— it's a part of our— we've been here more than half of our lives here in the US than we have been in Iran. So, for us in particular it's really hard. I don't think if I went to Iran, honestly I couldn't last more than a week or two. I seriously couldn't. Because A) the way of life B) all the different— the environment, the society and— SY: And the anxiety of whether or not you'd be able to leave. AN: Right. And that's a thing. And they have a different concept about things. Time is not important at all. So, you could go— when you invite Iranians over in Iran, you tell them dinner at 8:00. Dinner doesn't mean at 8:00, it means at 8:00 they start preparing the dinner. So, you end up eating dinner at 11:00 sometimes. SY: I think that's true for every people besides white Anglo-Saxons, you know what I mean? Any other country you go to it's the same. AN: And it's good to have that time concept. It's good to say, "Look, dinner's at 8:00. Be here at 7:45." Or whatever. I like the way things are more clear here what it is in the US. And people are pretty straightforward about it. In Iran, no. In Iran, say, "Hey, come here for dinner." Yeah, OK. And you can't tell people just come by yourself. You would say you come to my house, meaning you, that means the entire family. The entire family comes. So, it just— it's nice, in a way, and because everybody is together, and they love guests. That's another thing about our culture. We just love people coming and enjoying our food and being part of our lives. SY: Yeah. So, what's your job now? AN: I am the VP or Information Technology and CIO at Visiting Nurse Association in Colchester. SY: That sounds like a very good job. AN: It is actually. I started at— I went up the ranks. And I've been there 21 years. So, I really worked hard at getting here, and they just didn't give it to me because they liked— they thought they should have somebody like me. I worked hard for it. And I guess you have to prove yourself. Because again, you have in this country, again, you are given an opportunity, I feel like you people should be— they should use it to the absolute max, and if they don't use it— and that's why if they don't use it they're putting themselves at a disadvantage, and that's why it's true 18 that it's the land of opportunity. And it's true that if you want to do it you can do it. But you really have to work at it hard, and sometimes you have to work harder just because of who you are. Sometimes— different times I have to work a lot harder to prove myself because people just look at you and for whatever reason they just think you might not be able to write well, you might not be able to speak well, so those are things that kind of— they put you— you're set back, and they don't give you the opportunity. SY: Did you ever get disheartened during your sort of rise up the ranks? AN: I did. Like, you get— against what? My work, or people I work with? SY: No, just frustrated. I mean, like, yes. This is the American Dream. You can work hard and you can rise up, but there is discrimination, there are barriers, there are different things. It's frustrating. AN: No, I never did. I seriously I— again, I always thought this is such a great country. And if I can imagine myself when we had the hostage crisis here in this country, Iranians took those Americans hostage, 52 of them, for 444 days or something like that, and people still here we could live and we could get promotion. We could work hard. I mean, it doesn't happen everywhere, but I feel like I never had any backlash against me because of that. But I can't imagine being in Iran and being an American, and you take Iranians— Americans take Iranians hostage, and Americans in Iran be treated this well. And again, this is one of the greatest things about the United States, because that is— that's what makes us such a great nation. And that's what makes us so special. I mean, every day when I talk to these young people, I say to them, "You have this opportunity in this country, you have such a great country here, you have to realize it. Don't say US this, and US that, address it in a negative way. You haven't been to the other side to see what it is to live in this great country." And just have to— you just have to cherish that, and appreciate it, and you have this opportunity, you're part of this nation. SY: Yeah. One last question. How did you meet your wife? AN: Well, actually, I was— we were going to a disco called Friends in Burlington, and I had a girlfriend here one— actually, I had a live in girlfriend here, and I had a fight with her one night, and just went to disco with my friends. My male friends. So, my wife saw me at the— standing there by the cigarette machine, because they had cigarette machines inside, and she asked me to dance, and we danced for three hours. And so, that's— I think I told her I fell in love with her that night, and she said, "Oh, [I can't hear?]?" I said, "I loved you from the minute I saw you." So that's— SY: And now that's 30-- AN: Thirty six years we've been married. Yeah. Yeah. So, like any marriage, there's just like anything. You'll have ups and downs, but more ups. I really think that. More positive stuff than. SY: Absolutely. So, any last thoughts? AN: Last thought is I hope someday my kids will be able to listen to all these stories from Iranian guys, and Norwich cadets, and I hope they should— that they have an opportunity to come back and listen to some of these. 19 SY: Well, actually you're going to get a copy of this, and pretty soon the interviews I did with Bizhan and Sussan will be available online. So, that wish will be able to be granted very quickly and concretely. AN: Yeah? Great. SY: So, I'll send you— I'll send you— [01:07:09] END OF AUDIO FILE

Part one of an interview with members of "La Banda" and others connected to the band.Topics include: Introductions to those present for the interview and a little information about their family histories. How the band was formed and why. Memories of learning to play instruments, being in the band, and receiving instruction. Family members, both past and present, that are also involved with music somehow, but not directly involved with La Banda. Examples of when and where La Banda performed. The evolution of the band name, from Banda Regione d'Italia to the Leominster Band. What the makeup of the band is now. Other local bands that members play in. ; 1 INTERVIEWER: Cindy Rosamund with the Center for Italian Culture. It's Wednesday, September 19th. We are at the home of Lucy and Mike Scaramuzzi in Leominster at 30 Elm Street. And we have invited people that are connected with, uh, the band from Leominster, La Banda – or at least it used it be called that. We have many people here gathered at Lucy and Mike's home. And at first I would like you to just introduce yourselves. If you could just tell me your name, when you were born, where you were born, and if you know when your parents came to this country. Okay. Yes. [Unintelligible - 00:00:44] Hold on. Oh you want to know… RESPONDENT: I think that they're in the hallway. INTERVIEWER: That's okay. You're a part of this discussion. And you're right. At first I thought I was coming here primarily to talk to people only in the band, but that's okay. I think all of you have some connection, if not with the band at least Leominster and that's what we're all about here. We're writing about the history of Leominster, particularly Italian-Americans. Okay? So first we'll start with you. RENA: Well, I'm Rena Bisceglia. And did you want – I forgot to say… INTERVIEWER: Oh that's okay. Just, um, introduce yourself, giving your entire name including your maiden name. RENA Okay. I'm… INTERVIEWER: If you would like to tell us when you were born, where and a little bit about your parents. RENA: Oh, I'm Rena Bisceglia, born here in Leominster September 16, 1922. And I'm married to Vincent Bisceglia and my father-in-law was Gaspare who started the Italian Colonial Band. And I am collecting um newspaper articles, whatever I can find of information to write down in a notebook. INTERVIEWER: Great.2 VINNIE: Oh yeah, I'm… my real name isn't what's put down in the birth certificate, which is [Regelio Vincenzo Bisceglia]. Because there were two Regelios, my cousin was named Regelio, I went by the name of Vincent. So I was ultimately known as Vincent Bisceglia. I was born in February 9, 1920 and my folks came over about 1909 I think. And they, my mother came over with her sisters and her uncle who's the chaperone to the four sisters. And the Bisceglia side tried to come over but they were stopped at Naples because my uncle had a little sty in his eye, so they wouldn't let the family come in. My grandfather had already been here. He was working in Connecticut somewhere, so they stayed in Naples; fortunately they had a relative there, Dorico, whom they stayed with. They stayed there six months until my grandfather went over and got them and brought them here. But can you imagine that a little sty in a kid's eye—and my uncle must have been around 9 or 10—and they stopped the whole family from coming over? [Laughs] INTERVIEWER: They came directly, well, they went to Connecticut and then they settled in Fitchburg? VINNIE: No, no my grandfather had been working in Connecticut, but then I think he moved to Leominster because there was an assortment of people from the old country to get a job with. This was known as a [unintelligible - 00:04:09] but my father's folks came in through Canada. And I think they stayed in Quebec for a number of months. In fact, they were thinking of settling in Quebec, but because they had so many relatives and friends here in Leominster, they finally came from Quebec here. INTERVIEWER: So which part… VINNIE: But they had a really roundabout route to here. INTERVIEWER: Right. Which part of Italy did they come from? VINNIE: San Giovanni, which is on the spur of the [unintelligible - 00:04:43] Antonio Gargano – the "spur of the boot." And it's, my 3 grandfather was born in Monte Saint'Angelo, which is a high mountain city, right on the spur of the boot. San Giovanni is a little lower down. They finally moved to San Giovanni. My grandfather was – besides being in La Banda in Italy under the direction of, he was famous at that time, Florante, who was a conductor of the local band. All the cities have bands in Italy. But he was a jeweler by trade. The whole family made jewelry and sold jewelry around the different towns. I remember one story my father told me. My grandfather was carrying his assortment of jewelry from Monte Saint-Angelo down to the seashore of Manfredonia, one of those seashore towns. And he was riding a donkey. Now my grandfather was pretty hefty, like a [unintelligible - 00:06:02] was, you know, good-sized height and very, very hefty. And he was riding the donkey, and the donkey was pretty smart. When my grandfather got on the donkey, he would walk right on the edge of the precipice. [Laughter] So my grandfather was afraid they would all topple down the precipice so he would get off the donkey. So when he got off, then the donkey would walk in a comfortable part. When he would get on again, he would walk on the precipice – pretty smart donkey. [Laughter] RENA: So he would get off. [Unintelligible - 00:06:42] making those trips and he went to live in San Giovanni and he married your grandmother. INTERVIEWER: Okay. So why don't we go to the next person and come back. ROLAND: Me. I'm Roland [Verson] and I was born 12-21-31 – December 21, 1931. I was from [unintelligible - 00:07:07] Italy. My father was from Foggia San Juan. VINNIE: San Juan. ROLAND: Provincia de Foggia, that's where the priest was from. Was it Pio?4 RENA: Father Pio. ROLAND: My mother was from Bisceglie, Italy – Bisceglie Bari, they call it. VINNIE: Yeah, we were there. ROLAND: You were there? VINNIE: I spent four days there when I was a kid in the summer. ROLAND: Oh yeah? VINNIE: Yeah, in [unintelligible - 00:07:49]. INTERVIEWER: Who traveled here to this country? Was it you? ROLAND: My father. INTERVIEWER: Your father. And what was his name? ROLAND: Michael [unintelligible - 00:08:00]. He, I think he was the first to come and then he sent for his mother and father and my… VINNIE: They all did it that way. INTERVIEWER: And they all come to Leominster first? ROLAND: Well, my mother was from Worcester when she came here. INTERVIEWER: And what was her name? ROLAND: Maria Misino. RENA: Misino, M-I-S-I-N-O. INTERVIEWER: Okay. ROLAND: All right. INTERVIEWER: Do you have a connection to the band? ROLAND: Oh yeah, boy, going on 50 years. INTERVIEWER: Okay. Well, I'll come back to you. Next. PELINO: My name is Pelino Masciongioli. I was October 15, 1939 in [unintelligible - 00:08:48], a province of Abruzzo in Italy. My mother and her family were here in the United States. My mother was born in Everett, Mass. in 1916. My maternal grandparents had come from Italy and they had their family, and in the early 20's they packed up and went back to Corfinio. My mother met my father, who was from Corfinio, and they got married in the late thirties. And then after the Second World War, my mother being 5 an American born citizen was allowed to come back into the country and bring me with her. We moved to Pennsylvania. That was in February 1949. In the fall of that year, my father and two younger sisters were able to join us in Pennsylvania. My father went to work in a coal mine. They had a lot of strikes at the time. We had other family here in Leominster and it was decided for the future of the family, and the children in particular, that we should move to Massachusetts, which we did, and both my folks worked in plastic factories and I was fortunate enough that they sent me to college. And moving to the United States, a younger brother was born in Pennsylvania and a younger sister was born in Leominster. It seems like every time my family moved [laughter] we got another member in the family. And I pretty much lived in Leominster since 1950. And all of the family is still in the area. INTERVIEWER: Now do you have a connection to the band? PELINO: No, I don't. INTERVIEWER: Okay. Let's go to the next… CHARLES: Charles Johns. I'm the oddball. I think I was the first non-Italian to join the Italian Colonial Band. I think I was about, I would say maybe age 12. I had been taking trumpet lessons from my [unintelligible - 00:10:59] old Fitchburg music store, and he decided to leave the area, so that night my father went looking around for somebody else to teach me and I ended up with John Bisceglia, who was Gaspare's brother. My mother was born in Canada and my father was born here in Leominster of English descent, so there's no Italian connection whatsoever. But my father got me started with lessons with John Bisceglia and after a little bit John suggested that I go down to their rehearsals at Lancaster Street School on Sundays and get some more experience. And I don't know, it must have been about two years and I was still wearing my Boy Scout uniform, they decided to let 6 me play in a band concert and I was playing [unintelligible - 00:12:11]. I can distinctly remember making a mistake that very first night and Gaspare looked at me like I could have crawled through the boards in the bandstand. But it's been quite an experience, quite a learning experience. I learned a lot from playing with them. INTERVIEWER: Okay, thank you. We'll go to Mike. MIKE: No, Lucy. INTERVIEWER: Lucy. Okay. LUCY: I am Lucy [unintelligible - 00:12:57]. I am Roland's sister. You just heard from him, so my information is the same as his. My only connection to the band is that my father was in it and I think he just about started out with Gaspare and I have about five uncles in it -- had five uncles in it and maybe two or three cousins besides my brother. INTERVIEWER: Tell me the names of your uncles. You said there were about five. LUCY: John [unintelligible - 00:13:27]. [Unintelligible - 00:13:34] that's Morris. Lorenzo Predicelli. [Francio Julius] was in it at one time. And I think Frank [unintelligible - 00:13:49] was in it at one time, wasn't he? I thought I saw him in one of the pictures. How many was that, four? INTERVIEWER: That's five. [Unintelligible - 00:14:05] SPEAKER: Frank Junior? LUCY: I thought I saw his picture. Maybe he wasn't. No. [unintelligible - 00:14:19] Then there was Joseph Predicelli who was in it too. RENA: Tommy? LUCY: Tommy Predicelli. We had more than our share. VINNIE: You had more than the Bisceglias. INTERVIEWER: Okay. LUCY: The five of those brought their children and… ROLAND: My father was the manager.7 INTERVIEWER: Your father? ROLAND: Yeah. Michael Predicelli. I was just a little kid. INTERVIEWER: Do you remember the year, approximately? Was it right from the beginning, 1920? ROLAND: No. It was actually – no, I just remember, when I was 10 or 11, he was the manager and he trained John Predicelli. Remember him? LUCY: I sure do. ROLAND: And he showed him the ropes. Then he took it over. INTERVIEWER: So some of the questions I ask may be repetitive and there are a few rules for that. One being there are a lot of people here and sometimes I'm concentrating on something else even though you just said something. I have to be honest. So why don't we first talk about why the band was formed in the first place. I have heard someone mention that it was a tradition in Italy? So… ROLAND: As I said, I think a while ago every town in Italy has its town band. So my grandfather was Capo Banda. He was sort of like a concert master or – not the conductor but like a concert master. And I remember, I think we have pictures, but I remember they took a picture in Italy with my grandfather, and my uncle and my father were little boys sitting down with him with their instruments. So actually when they came over here, there were three of them that were musicians. And then they just had music in their system so they, my father… Well, another thing, my father was an apprentice to this bandmaster. They didn't have copy machines in those days, so one of his jobs was to copy out all the parts for the band. So he told me that when he started out, he made quite a few mistakes, and of course the way they were taught in Europe—the way I was taught too—when you made a mistake you got banged around. [Laughter] So after a few times of that kind of treatment, you didn't make mistakes anymore. But I remember I got the same 8 treatment when made too many mistakes playing. My father would put the fiddle down and whack me. Of course, my cousins got the same treatment too. But one time he didn't put the fiddle down, he broke the bow. [Laughter] INTERVIEWER: Do you think that helped you learn? ROLAND: Well, made me hate it. I hated music until I was 50. But, you know, I did it because I had to do it and because I knew how to do it. RENA: Tell the story about the time you were practicing and you were reading comics. ROLAND: Oh, yeah, I was in the room. I had to practice three hours a day. So to while away the time, I would get some comic books and I was just doodling on the fiddle, you know, reading the comics and not paying any attention to the music. My father, he came in and said that sounds funny. He came through the door and he saw what I was doing, that I was reading the comic book. He put my fiddle down and whacked me. [Laughter] RENA: You couldn't fool him. ROLAND: No, I couldn't fool my father. RENA: He wasn't in the room but he knew… ROLAND: He was too savvy for that. INTERVIEWER: Charlie, did you .get that treatment when you were taking lessons with him? CHARLIE: No. No. He was very nice, very kind, but I'd be practicing and I'd get frustrated. He would go and take the trumpet, put it in the case, put it in the closet and not say another word. A couple of days later, I'd say where's my trumpet and he would go dig it out and I would get it back. But he played the smart play, I guess. I'll tell you when his father looked at me if I made a mistake—I'm telling you—it looked like daggers were flying. CHARLES: Oh yeah.9 LUCY: Mike has an expression your father used. Mike, are you here? MIKE: Yeah. LUCY: Mike was in the band for a little while, a short while. Mike, tell them about the time you made mistake with the [unintelligible - 00:19:55], remember? MIKE: I wasn't with them that long. LUCY: I know you weren't with them. But what would he say? He'd say, "Who made that [unintelligible - 00:20:06]?" MIKE: Oh, I remember. [Unintelligible - 00:20:08] INTERVIEWER: Can you tell me what that word means? [Unintelligible - 00:20:20] CHARLES: Yeah, bitter onions, bitter onions. INTERVIEWER: Mike, you need to introduce yourself, because when you deferred to Lucy, I thought you weren't connected to the band but now I have it, well you were. MIKE: I'm [unintelligible - 00:20:32]. INTERVIEWER: Well, that's okay. MIKE: [Unintelligible - 00:20:43] Lucy's husband connected to the band because I was a little kid. My father used to play in it, way back when I was a kid, so I became interested in it and when I was in junior high school, I took up the alto horn and was old enough to go down there to join the rehearsals, like Charlie said, with the Colonial Band, but I really wasn't that great. Just a few months and then I got too old for them and all that, or so I thought. But other than that… LUCY: He went to the Eagle Drum Corp because there were girls there. [Laughter] INTERVIEWER: Is that how he met you? LUCY: No.10 VINNIE: The Eagles was all men. There were a couple of twirlers. And Charlie was in there [unintelligible - 00:21:41]. We had the music that… INTERVIEWER: So you said your father was in the band? MIKE: He was, back when they first started. He started with the trombone. The trombone had the valve, like Lucy said, [unintelligible - 00:21:56]. I think he played baritone for a while and that's why I picked up the alto horn. INTERVIEWER: And what was his name? MIKE: [Unintelligible - 00:22:12] INTERVIEWER: And did he come to this country by himself or did he travel with someone? MIKE: I think he came from Italy alone, because he met my mother here in the States when they got married. LUCY: He was the only one from the family to come, right? MIKE: Right. [Unintelligible - 00:22:40] my mother came on [unintelligible - 00:22:44]. She was a [unintelligible - 00:22:51]. There were four of them that came. They met and they got married. INTERVIEWER: And what year did they come to this country? MIKE: 1912 or in that area. He was in the same village with Lucy's father. They were in the same town, Foggia. They both came from there and [unintelligible - 00:23:12] father also. They all came from Foggia. INTERVIEWER: And it was the same. At the beginning most of the members of the band were from Foggia, Italy? MIKE: Yeah. Most of them would have been. What I heard is they followed your father here because they don't have anything. [Laughter]11 CHARLIE: [Unintelligible - 00:23:44] they made a mistake by getting on a couple of [unintelligible - 00:23:43] it's pretty common, or after the war in Italy in 1946 or '47 in school, including a stick. CHARLES: That's how they taught us, with a stick. INTERVIEWER: How things have changed, huh? VINNIE: You can't touch them now. [Laughter] CHARLES: [Unintelligible - 00:24:00] I was taught the old way. The first thing you had in [unintelligible - 00:24:05] you were taught to read music. VINNIE: Oh yeah [unintelligible - 00:24:14]. CHARLES: I did that for a year before I got an instrument. And when I was taking my lesson, your father never knew that I couldn't understand or speak Italian. [Laughter] And I never told him. And I used to take my lesson and he used to swear up and down. And I could hear your mother would be in the kitchen and she would be sighing. She would be crocheting and sighing. It was funny because he used to swear at me for not knowing the lesson, but then in English, in broken English, he would tell me how good I was. [Laughter] LUCY: I can remember when my brother was taking lessons before he got his instrument, he would have to beat out the music. They had to go la-dah-dah-dah. CHARLIE: That's the solfeggio. VINNIE: Right. You sing the notes. LUCY: He would, sat up in bed one night in his sleep and he was doing this. CHARLES: My mother thought I was sick; I was going da-la-la-la-la-la. INTERVIEWER: So tell us more about that, how you learned music. Was that typical that…? VINNIE: Yeah. Solfeggio is reading the music by name. Like if you want to play the Star Spangled Banner, you go "fa-re-do-re-fa-ti, re-do-12 ti-la-re" you sing the notes and beat time. And that way you learn conducting at the same time and also following any conductor, but you've had your time pattern while you sang the notes. And even in the conservatory they taught us to memorize, say we had to memorize a concerto we would do it by solfeggio. Memorize the notes by name because – it's pretty tough at first but it helps to impress it on your memory. INTERVIEWER: How long before you got an instrument? VINNIE: A year. INTERVIEWER: A year? How… VINNIE: Well, we did it even after we would get the instrument. It's just the brain work instead of tactile. Then when you played it, you had the additional memory assist by the feel of the instrument, but this way, here, it's in your brain. You sing the notes and keep the time. INTERVIEWER: Who determined when you were ready to pick up an instrument? CHARLIE: Oh, he did. [Laughter] INTERVIEWER: The father? VINNIE: He determined when I quit. He sent me to the nuns, to St. Cecilia's. I must have been 4 or 5, really young, having no knowledge doing it. And I remember taking lessons with Sister Mary who was, she was related to the royalty in England but she was a convert to Catholicism. So she would teach me and I would spend most of my time looking at her headdress. There was a slit in one corner of it and I was always trying to see what kind of hair she had. She had a crew cut, I remember. They wouldn't show their hair at all. They just had the headdress. That was my favorite – looking at it while I took the lesson. CHARLIE: Your father, was he also in strings or just brass? VINNIE: No, they were all brass men. It was funny how he chose the violin for me. I guess that's what I mean. He was able to teach on that. I don't know. He never, he just sent me to the nuns and then when 13 Carluccio came to town, you know, Carluccio was [unintelligible - 00:28:37]. He had had quite a role in playing violin. LUCY: He studied in Milan. VINNIE: So he finally started teaching me. Carluccio did. I didn't stay long with the nuns. maybe three years, and then I went to Carluccio. CHARLIE: Now Vinnie Longo did the same thing, then he went to the nuns, and went to Carluccio. INTERVIEWER: Did Vinnie ever play with the band? VINNIE: Violin? No. Not that I know of. CHARLIE: He was connected to the school band. INTERVIEWER: So who determined which instrument you would play? SPEAKERS: Gaspare. INTERVIEWER: Did he have that much influence over other band members, let's say their sons? VINNIE: He did. Well, I think so because whenever they needed instruments, he would probably suggest. But he didn't suggest to me. He told me to do it. [Laughs] CHARLIE: You know your father was very precise. VINNIE: Oh yeah. CHARLIE: When he directed. The beat was always there. You could always see it. Well, I grew up with your father there conducting, so when I started to play with other conductors I had no idea what the hell they were doing – really. VINNIE: Yeah, a lot of them are ballet dancers. CHARLIE: I won't mention his name, but he conducts [Axis]. My sister liked [unintelligible - 00:30:22] so the only thing he does for me is make me hungry. He looks like he's whipping up pizza. [Laughter] VINNIE: Well, that was one of the criticisms of Toscanini because he was one of the greatest conductors, but a lot of wise guys said he's just 14 a time beater. Well, what else is a conductor but a time beater? If you can't keep time, go home. [Laughter] You will hear that from a lot of people who don't know music. You know, they look at the conductor and they say, "Do you really need that guy up there?" Well, of course. MIKE: Was it fairly common for the kids to be sent to the nuns? Did they provide that kind of service in the community? CHARLES: Yeah. VINNIE: That was something they all did, the nuns did was teach music. ROLAND: They did. CHARLES: You got to pay them. VINNIE: Oh, yeah – of course, you pay them. MIKE: It wasn't just one nun. There was a group of them that all provided lessons [unintelligible - 00:31:19] instruments. INTERVIEWER: Which instruments? Can you tell us which ones they could teach? VINNIE: Well, because I only knew that they taught violin, that is what I learned; my cousins here took the other lessons. CHARLES: Sister Mary. VINNIE: The same one? I would think it would be violin and piano. I don't think they were in to band instruments. CHARLES: Maybe flute or something. INTERVIEWER: Now, Vinnie, which instrument did you play in the band? VINNIE: Well, when I went to school, I think junior high – I didn't play in the band until I got to junior high. Then I joined, they had an old flute hanging around and doing nothing so they gave it to me to play. So I learned it and, of course, I had already been playing violin so it wasn't too long before I could play it. So when I started with the flute, I joined my father's band and played flute in the band. And in fact later on, I kept playing flute and piccolo. When I was in the Army, I played flute and piccolo in the marching band. That's what I did for four years.15 SPEAKER 1: I know why you played the piccolo. It was the lightest instrument to carry. [Laughter] VINNIE: Yeah, my father would razz me a lot because when I played in his band I played the flute. It's a bigger instrument. So when we were marching along, there would be kids following us so I would have some kid carrying my flute until it was time to play and then I would pick it up. And my father used to say you're lazy to even carry your flute. Speaking of laziness, I had to practice three hours a day by the clock and so it sounded like a long time to me. So I practice maybe half an hour, look at that clock. So I go to the kitchen clock and advance it 10 minutes. Then I would go practice some more, errrr, got another two hours to go. I'd go to the kitchen clock and advance it 10 minutes. I kept doing that until three hours went by. And the strangest thing, nobody ever said anything. My father and my mother, they never caught on or told me they caught on what I was doing, but every day that clock would be fixed. I would probably advance it about an hour. [Laughter] INTERVIEWER: Roland, how did you learn your instrument and which instrument did you play? ROLAND: I played the clarinet and saxophone from Vinnie's father. INTERVIEWER: So he gave lessons too? ROLAND: Yeah, I took lessons from him. INTERVIEWER: So you also learned music first for about a year? ROLAND: Yeah, and went through high school and went to the Navy School of Music when I was in the service. VINNIE: Oh you played in the marching band too, huh? ROLAND: Yeah. We had a [unintelligible - 00:34:57] Washington, D.C., the police that were out there, they would come for the school and they would get half a dozen guys from the school and take us to the armory and they gave us uniforms and we would play twice a week. Once on the Capitol steps we would play a concert, like we 16 do here, and then [unintelligible - 00:35:28] place where cherry blossoms. Captain says it's a good duty. He said, "Every time you play you get two days off in a week. So if you want to be a policeman, you come and see me." [Laughter] No, I didn't want to be a policeman. It was a lot of fun. I made two world cruises playing in the band. INTERVIEWER: Now tell me more about your father, Roland. He was in the band also? ROLAND: Yeah, and he was… INTERVIEWER: And did he learn an instrument probably much the same, in the same way that you did? VINNIE: I don't know. It's possible my father and uncle [unintelligible - 00:36:15], you know, to play in the band when they [unintelligible - 00:36:20]. ROLAND: I think that's what happened. LUCY: We have a feeling all those who [unintelligible - 00:36:21] were born with these instruments in their hands. INTERVIEWER: But do you know if your father was in the band in Italy? ROLAND: Yeah. INTERVIEWER: He was. And what instrument did he play? ROLAND: He played trombone. In fact, he was in the Army for about three months, I guess, he was playing in the band. INTERVIEWER: Do either of you know if the traditions goes beyond that, for example your grandfathers? ROLAND: Yeah, my grandfather was a baritone player. VINNIE: Yeah, my grandfather was too. They were all brass men. RENA: Your grandfather played in America with your father. VINNIE: Oh yeah, he was part of the original band, my grandfather was. ROLAND: I got a story about your father. He used to go mushrooming in the war. And one day, we were just kids, [unintelligible - 00:37:20] and I, and someone else, I forget who, and your father was picking 17 up mushrooms, and all of the sudden he stood up and he smiled. And he always used to carry a little notebook in his shirt pocket and pencil, and all the sudden he took it out and he started writing like crazy. He heard this bird chirping and he wrote a tune out of it. VINNIE: Yeah, I know all about that. INTERVIEWER: Now, Vinnie, you said your grandfather actually played in this country. Maybe I missed something… VINNIE: He played with my father's band. INTERVIEWER: Your father's band here. VINNIE: But he also, he belonged to the band originally in Italy. INTERVIEWER: Did your grandfather live in Leominster? VINNIE: Oh yeah. INTERVIEWER: Did he move here? VINNIE: He started off in Connecticut then he moved to Leominster and then he brought his family here to Leominster. INTERVIEWER: Okay. ROLAND: So your father started a band and recruited his father to play? VINNIE: Yeah. I guess his father probably yelled at him. [Unintelligible - 00:38:39] RENA: He first came to this country alone. VINNIE: Yeah. RENA: And he was here for a while and someone wrote back to Italy that he was becoming very skinny, as your Aunt Grace put it, and so your grandmother got very alarmed about it and asked him about it. And she wanted him to send back a photo so she could see what he looked like. But he didn't have the money for a photo. So he drew… he stood in front of the mirror and drew a picture of himself and mailed it back to her so she could see what he looked like. [Laughter] And then after a year or so, I guess he went over there and came back with the whole family. 18 INTERVIEWER: Do you have any stories of perhaps a great-grandfather playing an instrument? VINNIE: No, I don't go back that far. I know my grandfather, but that's it. INTERVIEWER: Now do you want to talk about the great-grandfather who had the 20 children? VINNIE: Oh. [Laughter] When I was growing up, folks would tell me about my grandfather was one of 17 children. RENA: Now he's talking about the one we just talked about, Vincenzo. VINNIE: And I always took it with a grain salt, the 17 children. And they said that a couple of them were shot by bandits, so they always said, you know, fantastic number of children. So one time, just before he died, I asked Frank [Jethro] who grew up in that town. I said, "Hey, tell me the truth Frank, there weren't 17 children." He said, "No, no, no – there was 24." [Laughter] So there must have been some truth in this, but they're all scattered around the country. Some in Kansas City, Missouri, some in… RENA: They're probably… VINNIE: Arkansas, some in New York City. Let's see… RENA: A lot of them are optometrists and one of them got to be a Protestant minister in Kansas City and there's an Italian cultural center in his name in Kansas City. VINNIE: John Bisceglia. He had the same name as my uncle – Presbyterian minister. RENA: Well, they were befriended by this church when they came to this country and so they just turned around and went with them. Then there were others that were goldsmiths. VINNIE: Jewelers. RENA: Jewelers, goldsmiths, and optometrists. One of them wrote to Tony. I have a letter that he wrote to Tony, and Charles was his name, so it was the next generation. They sent all the kids to school. 19 ROLAND: Tony played in the band too. RENA: Yeah, he played clarinet. SPEAKER: Is he [unintelligible - 00:41:54]? RENA: Of course. VINNIE: And there was a Steve Bisceglia that was a football player I saw somewhere. I remember seeing his name somewhere. I remember seeing his name. He played for like Alabama? INTERVIEWER: University of Alabama. VINNIE: A few years back, he was playing for them. He was a well-known football player. He was one of those from that game… RENA: I saw it on television. I couldn't believe my eyes because my [uncle] is called Steve and he was about the same age. He was at the Naval Academy at the same time that this boy was in Alabama and I saw Steve Bisceglia #44 on the back of his shirt and he was playing football. So I had Kathy write him a letter and it developed that he is of the Bisceglia wine family in Fresno, California. VINNIE: Oh yeah, we went there once. RENA: So he invited my Steve to go visit him. He said, "We will compare and see if we use the same toothpaste." [Laughter] INTERVIEWER: Roland, tell me about your grandfather. Do you know if he played an instrument? ROLAND: Yes. He played baritone, brass instruments, but it wasn't long before I was alive. I knew your father knew him. VINNIE: Oh he knew your grandfather? INTERVIEWER: And what was your grandfather's name? ROLAND: Joseph, Josepe Nicole [Franson] – Joseph Nicholas Franison]. INTERVIEWER: Now did he live in Leominster? ROLAND: Yes. INTERVIEWER: Okay. 20 LUCY: Now, [my brother] I think has an interesting story. He played a duet with Franklin. Didn't you? Didn't you play with your grandson at a band contest? So, that would be my grandfather, my father, [Roly] and Roly's grandson. INTERVIEWER: That's where I was going. MIKE: You're remembering middle school. INTERVIEWER: So do any of you have brothers that also played in the band? ROLAND: I didn't have any brothers. INTERVIEWER: You don't have any brothers? ROLAND: Two sisters. I had cousins. [Unintelligible - 00:44:20] INTERVIEWER: But if you had brothers, they would be expected to play in the band? VINNIE: Oh yeah, they all took a turn. Tony played too. ROLAND: Everybody did. LUCY: Now, of course, the Piermarini family, Cleto was the father, and all of his sons, Alfonz, Carl, Stephen and even Paul. Did Clyde ever play? ROLAND: I think Clyde was a piano player. VINNIE: Yeah, in Las Vegas. INTERVIEWER: Okay. Now, Vinni, you mentioned that you really hated music until you were about 50. VINNIE: Oh yeah. INTERVIEWER: You [unintelligible - 00:44:58]. Tell me a little bit about that. Was that you didn't want to let your father down, the community down – what was it? VINNIE: Well, uh… ROLAND: He didn't want to get whacked. [Laughter] VINNIE: No, it was just something I had to do. I accepted it. Didn't like it but I accepted it and I did the best I could. Of course, it's not good in a way because you only do it when you're pressured to do it. Even now I won't practice until I have to play somewhere and I 21 have to get ready, and that threat makes me, pushes me to practice. But I never practiced until, unless I was forced. LUCY: You were a music teacher in Fitchburg. Wasn't music the way you earned your living? VINNIE: Oh yeah, but I didn't operate the same way as my folks did. In fact, maybe I went the opposite way. I never pushed any kid, in fact, not on my kids. I never pushed them into music. They all like it and they all dabbled in it but I never pushed one of them because I remembered, you know. I never pushed them. RENA: May I interrupt and say that now you love it? VINNIE: Oh I like music, hell, yeah. RENA: And you found out that you… VINNIE: Since I was… RENA: Really, really love it. VINNIE: I thank my father. RENA: He did you a favor. VINNIE: For doing me a favor, right? INTERVIEWER: Do you regret that you didn't push your own children, now that you have a love for it? VINNIE: Sometimes I regret it. RENA: But he did, we did sent one of them to U. Mass and he majored in oboe. That was an instrument he wanted to play. But Vinnie tried it for two years and gave it up because he realized it just was not for him. [Laughter] He went into business and he had been CEO of all the companies and live onto and he has done fabulously well in business. So he just realized that even though he had the opportunity to be a musician that it wasn't for him. But his son is at B.U. and he is majoring in music. So this is, his grandson is majoring in music. INTERVIEWER: So the tradition continues. Didn't you feel pressure from your father to teach your children?22 VINNIE: No, just the opposite. I didn't want any kid to go through what I… INTERVIEWER: No, what I'm saying is, didn't your father give you pressure to teach your children… his grandchildren? VINNIE: No, well he had passed on by that time. But speaking of children playing music, I know one time there was something going on at St. Anne's, the band played and then we went inside and they had a little program with kids and my son Steve and another kid—I won't mention names because they might be embarrassed—but they had to play a number. My Steve was about 12 or 13, and the other kid was about the same age. They were pals. One played the piano and Steve played the violin. So they played this number and it sounded great. And all of the sudden, the piano player, they were about three-quarters through, he just discovered that his music was upside down. [Laughter] So he quickly turned it right side up but you never knew it because the kid sounded great. I'll never forget that. RENA: He was a pro from the beginning. VINNIE: Yeah. INTERVIEWER: [Unintelligible - 00:49:24] LUCY: Vinnie, did your father finally find out that you loved music or had he passed on by that time? RENA: First, did he know you didn't like it? INTERVIEWER: Did he know that you didn't care for it? VINNIE: I never told him, no. I never told him I didn't like it. ROLAND: How old were you when you played with the San Antonio Symphony? VINNIE: Well, that was after the service. Wherever I was stationed I would play with the local symphony. I was Bangor and played with the Bangor Symphony. ROLAND: I thought you were there permanently.23 VINNIE: Went to Oklahoma and I played with the Oklahoma Symphony. But when the conductor at the Oklahoma became conductor of the San Antonio, the war was over, so then I went back as a civilian and played a couple of years with the San Antonio under the same conductor. ROLAND: Rena, tell your story about Vinnie, when he [unintelligible - 00:50:36]. I used to take my lessons on Saturday afternoon in Vinnie's living room. And I was taking my lesson and all of a sudden the phone rang and Vinnie's mother went to answer and was talking to Vinnie and then she says, "He wants to talk to you," talking to her husband, Vinnie's father. Vinnie was in New York, I guess – and you had joined the Navy without calling your folks. VINNIE: Oh yeah. ROLAND: So [unintelligible - 00:51:18]. VINNIE: You heard that? ROLAND: Yeah, I was taking my lesson. I was right there. RENA: Oh dear me. ROLAND: Your father used to sit at one of the dining room chairs and I had to stand up before he comes out breathing fire. So I'm standing there and I remember your father saying, "Well, you signed the papers; it's too late now. Be a good boy." [Laughter] VINNIE: I didn't know that. RENA: [Unintelligible - 00:51:54] I visited you in the barraks and he was saluting and everybody… VINNIE: Oh yeah. I was playing in Bangor, Maine, in the band, and they came up to visit me once here and of course everybody salutes anybody else. So he was starting to salute everybody, following the band. [Laughter] INTERVIEWER: So when the band was formed in Leominster, how – did you ever get the story of exactly how that happened? I understand that they, these people played instruments, they were carrying over the 24 tradition from Italy. But when was the decision made to gather together and create a band for the Italian community? VINNIE: Well, I guess my father was the one that decided right along, or actually with his father when he was an apprentice to this conductor in Italy, so it was his desire of being in band music. So I guess they had a few players that had played in bands overseas so he got them together. I think it was only 16. ROLAND: Yeah. That's what I already thought was all these musicians out there, they just got together here and started playing. RENA: Yeah. VINNIE: There were enough of them to start a band so they had this tradition of band playing… ROLAND: Then they grew as time went along. INTERVIEWER: When they created the band, was it to play for the Italian community? VINNIE: Well, initially I guess it was to play for the functions of the Italian community. INTERVIEWER: Give me some examples of when and where they played, when you were a youngster. VINNIE: They used to play up at St. Anthony's in Fitchburg, some religious feast of some kind; they had a procession with [unintelligible - 00:54:06] and people would pin money on a statute, on a flag, and we would march all the way up to St. Anthony's Church and back there, and then they would have a concert and then usually fireworks after the concert. But that was difficult. It had these religious processions. ROLAND: Did that in Boston too. VINNIE: It was in Boston, right? RENA: Worcester. ROLAND: We played in Worcester. INTERVIEWER: So the band played in Boston also for…25 VINNIE: Yeah, they went there [unintelligible - 00:54:46]. CHARLIE: Did they play in Worcester for the second time…? ROLAND: Plus the time we played in Boston, we played in the Worcester in the morning and got on a bus and went to Boston RENA: I remember one article they played in Rutland for veterans who were disabled and couldn't get out to see a concert, so they would go there where they were. And they were so appreciative. That was a nice -- Rutland, Vermont actually. INTERVIEWER: Vermont. CHARLES: When I started taking trumpet lessons from his Uncle John, my mother was working at Santa [Cloth Works]. VINNIE: Oh, yeah. My father and mother worked there. CHARLES: My mother knew of the association between John and Gaspare and she kept saying every so often, "[Unintelligible - 00:55:46] no music; you go around singing operas." I was working with John. When I started playing, I was still in school and I've got a severe narrow upper palate and this dentist wanted to take and pull some teeth out to see if he couldn't flatten it and I would say, "No way! I play trumpet, so leave my teeth alone." He said, "Well, we'll take one out in the back on this side and one out in the back on this side, and we'll see what happens." I was also playing some dance work occasionally and I was playing, like Vinnie said – oh, I can't say. Well, I got into the band; it was almost every other week during the summer I had to [unintelligible - 00:56:51], went up to Fitchburg, and by Sunday night I could take my front teeth and push them back and forth; they were actually loose. And actually I was just taking out the two lower teeth; my teeth was actually pushed back just from playing all that time. VINNIE: Really? INTERVIEWER: Now at the beginning of this interview today, you had mentioned that when you got frustrated with the trumpet –26 CHARLES: Practicing. INTERVIEWER: That your mother would just put it away. CHARLES: She would get mad. Well, she would get mad and say, "That's enough," put it in the case, close the case up, and put it in the closet. INTERVIEWER: It sounds like you had a different experience than Vinnie. CHARLES: Nobody ever slapped me around. I slapped myself around. [Laughs] INTERVIEWER: I didn't quite mean that, but did you feel as much pressure? Was anyone looking to you to join a band? CHARLES: No, no. When I was in school, I was in the band at school and then, like I say, John was giving me lessons and he said, well – and I was there and everybody was kind of [fumbling], "Well, why don't you start coming down to the rehearsals on Sundays down at [unintelligible - 00:58:05] school?" Okay. When I went down there, I was so frustrated when I left that first day. None of the music was trumpets. Everything was manuscript. You put this thing out past and started to play and I don't think will [unintelligible - 00:58:30] I didn't have a clue as to where I was. I sat down. But after a while, I kept on it and… VINNIE: Yeah, I remember when Charlie – because he was so small, his feet wouldn't touch the floor; they would just dangle over the edge. Of course, now he's a big six-footer. But I can remember him rehearsing and I would see everybody else kind of growing up, and there's Charlie; he's just barely over the edge of the chair and playing his trumpet – probably one of the youngest to ever get into the band. ROLAND: They remember Charlie as the band was growing and they were trying to bring in good musicians. And the only good ones were the kids. Charlie Johns, [unintelligible - 00:59:13] and that's when the band started picking up.27 CHARLES: If I had one thing to say that I was sorry about, as far as belonging to the Leominster Colonial Band, it's, typical stupid young kid, I never learned the language. I had a golden opportunity to learn. But one thing that used to get to me was, for some reason, something would go wrong and his father would start after somebody and they were going back and forth in Italian and I didn't have a clue what was going on, but I always thought it's my fault [unintelligible - 01:00:03]. [Laughter] INTERVIEWER: So I take… I'm sorry. SPEAKER 2: As far as the tradition of playing on feast days, you know, because most towns in Italy had patron saints, you know, as a church, so that was a fairly common occurrence and you could go from town to town playing in feasts. But some of these social clubs that we started here, you know, like my folks belonged to the [Cofigno] Club. CHARLIE: Sons of Italy. SPEAKER 2: Okay, Sons of Italy, you know, Faggio Club, [Salodini], I imagine that, as I remember, they used to have dinners on occasion and dances. And so, the local bands would've been called on to come in. CHARLIE: Oh yeah. SPEAKER 2: And play on a lot of those functions. Another way for people in the regions to get together, you know, they had common interests and backgrounds. SPEAKER 1: Oh great. SPEAKER 2: And we'd socialize. CHARLIE: I think it's a shame that that has gone by the books today, because a lot of the young people are never going to get to experience some of those things. INTERVIEWER: Are you talking about the social clubs or are you talking about the band?28 CHARLIE: No. Well, mainly the social clubs, but the bands – what Vinnie said, we used to go out… sometimes we'd play on a Friday night, then we'd go out on Saturday night, play another concert, [unintelligible - 1:01:25] on a Sunday; you'd march the society to church and then, God knows, we walked all over the water skirt barrier on a Sunday afternoon. SPEAKER 2: Oh yeah. CHARLIE: Went to [unintelligible - 1:01:37] and people will never get to see that anymore. It doesn't exist, except in Boston; you've got to learn to look down there. SPEAKER 2: They kept up the traditions better there. CHARLIE: Yeah. RENA: If I'm not mistaken, all those social clubs had a patron saint. CHARLIE: Right. RENA: And they would celebrate the feast of that saint by having a concert and dinners and so forth. VINNIE: They'd have a procession receiving everything. INTERVIEWER: Was the band paid a fee for performing? VINNIE: Oh yeah, oh yeah. They get paid the union dues, once we all joined the union, yeah. And they added up all the costs and that's how they charged the different societies. RENA: They joined the union in 1956, so before that? CHARLES: Well, they still got paid before '56. INTERVIEWER: By the Sons of Italy? CHARLIE: Because I went out to St. Louis in '53 and I was already in the union because I played out there a couple times. INTERVIEWER: You were in the union earlier? CHARLIE: '53, I think, I took the band out there in about '53 – because I was still in high school. When I got out of high school, then I transferred my union membership out there. RENA: Maybe the whole band wasn't in until a few years later.29 CHARLIE: I think the last time I played before I went out to St. Louis we had just joined the union then and played a concert in Barry. ROLAND: Before that, the city used to pay us. CHARLIE: Oh yeah, that's right, the city. ROLAND: And the pass was 3 dollars. [Laughter] RENA: I know, I know. [Laughs] ROLAND: And if you were just a kid, like Charlie and I were back then… CHARLIE: A buck-fifty. ROLAND: You got half price, a dollar fifty. [Laughter] CHARLIE: I remember when I put [unintelligible - 1:03:57]. RENA: And you rehearsed free of charge. CHARLIE: And the dagger looks when you made a mistake. [Laughter] VINNIE: His father could cut you off without touching you. He didn't have to slap you on the side of the head. CHARLIE: Well, I remember the first memory I had of the band; I was about 3 years old. My father used to take me to the band rehearsals. Now he would go to either Phillip [Carecci's house or my grandfather's house. But they didn't have a setup with stands or chairs. They all stood up. And, you know, they'd read out their lines. So it was just… quite a lack of room, out of the whole band, everybody's standing up. I was just barely 3, so I didn't know what to do with myself. So I see all these legs there, so I'm going under their legs like bridges; I'm going under this musician's legs and out the other one. I guess I kept it up too long, because my father stopped bringing me to the rehearsals. [Laughter] INTERVIEWER: How often did they rehearse? CHARLIE: How long? INTERVIEWER: How often? How many times? ROLAND: Oh once a week. INTERVIEWER: Once a week? ROLAND: Oh yeah that was set; every week there'd be a rehearsal. 30 CHARLIE: What was it, Sunday? ROLAND: Sunday morning. CHARLIE: Sunday morning, yeah. INTERVIEWER: Sunday morning? CHARLIE: I guess this [unintelligible - 01:05:27], down in the basement. RENA: And all the neighborhood kids would peer through the windows and watch. I remember going there. INTERVIEWER: So was it prestigious belonging to the band? VINNIE: Was there a procedure? INTERVIEWER: No prestigious. ROLAND: It was an honor. INTERVIEWER: Was it an honor? VINNIE: Oh yeah. I would guess. CHARLIE: I always considered it an honor, especially when I was the first one who couldn't speak the language. VINNIE: Until it was time to practice. [Laughter] CHARLIE: Yeah. SPEAKER 2: Everybody's seeing that a little kid in the Italian band. CHARLIE: Yeah, in the Boy Scout uniform. INTERVIEWER: So Charlie, when did you join the band? CHARLIE: I'd say it would have to be… oh, I'd say the late 40s. INTERVIEWER: And prior to that, there weren't any non-Italians? CHARLIE: Not that I know of. INTERVIEWER: And why was that? ROLAND: Well, it was an Italian band. It used to be made up of fathers and sons, you know, they came from Italy. It was the Leominster Italian Colonial Band. CHARLIE: Right. ROLAND: So then when Charlie came in, we had to change the name. [Laughter] No, [unintelligible - 1:06:47].31 INTERVIEWER: Now getting to the name change, are you saying that in jest? When it was no longer just Italians, is that when the name changed? VINNIE: Yeah. CHARLIE: Yeah. They started to get different, you know, out of the city there were very few. VINNIE: As the groups came in, so they decided to change it to just Leominster Band. CHARLIE: I can remember one time when they were playing, practicing, Roland was in there then, and something went wrong and then they got into a big feud about something. And Nicholas' father walked over behind him, standing right behind him and he's calling a mile a minute, and all of a sudden Roland reaches in his pocket, pulls out his handkerchief and puts it on the top of his head. [Laughter] I'd just sit there and I didn't have a clue as to what was going on. INTERVIEWER: Well, the band changed its name in about 1953? CHARLIE: No, I think it was later than that. RENA: Probably when they went on union – in 1956? But they made two changes: 1910 originally they were Banda Regione d'Italia, in honor of the people who backed them. And then the second time was 1916, I think, when they became Italian Colonial Band. INTERVIEWER: Was it the Italian or the Italian-American Colonial Band? RENA: I always heard of it as the Italian Colonial Band. VINNIE: Italian Colonial. RENA: Because it was still completely… VINNIE: Mostly Italian, yeah. RENA: And then in '53. VINNIE: They dropped the "Italian." RENA: Leominster Colonial Band. INTERVIEWER: Okay. Now why was the word "Colonial" chosen? Does anyone know?32 RENA: Because they were a colony of the Italians in the beginning, right? ROLAND: Yeah. INTERVIEWER: Because it was a colony? VINNIE: An Italian colony in Leominster. INTERVIEWER: Okay. And who chose the name? Did a group of people get together and talk about it or…? ROLAND: I don't know. Maybe the sponsoring group – who was it? Regione d'Italia was the sponsoring group? RENA: I have no idea about that. VINNIE: It just grew up that way. INTERVIEWER: Could it be your father did that too? VINNIE: Yeah. I think it was just common usage you know. RENA: You know, one thing I haven't found out yet is they had women come in. When did that happen? Who was it that was first in… is a girl? VINNIE: That was late [unintelligible - 1:09:40]. INTERVIEWER: Was she Italian? ROLAND: There were always men you know, that played in the thing way back then. RENA: But I think it was when you started; you started letting the girls come in. [Laughter] CHARLIE: Well, why not? INTERVIEWER: Did a woman approach you and want to join the band? CHARLIE: No, it just grew up that way. The kids at school were learning instruments and the girls were too. So then when you needed an instrument, a particular instrument, like a lot of the flute players. Yeah, some of my students that I taught flute now play in [unintelligible - 1:10:24] she played flute in the band. You know, [unintelligible - 1:10:32], I taught them flute. So when they needed flute players, you know, the girls could play flute, so they 33 came in. There was no specific move to put women in or include women; it just grew that way. ROLAND: Wasn't it that their high school and… they could play so then they decided to get in? CHARLIE: Yeah, they started playing… the girls started playing in high school, so then they… RENA: It's interesting that up to a point it was all male. CHARLIE: Yeah, it was originally, yeah. RENA: It's nice to see some girls join. ROLAND: Some of them, a lot of them are music teachers; they teach in a public school. CHARLIE: Yeah. INTERVIEWER: That are now members of the band? VINNIE: Oh yeah a lot of women in the band now. RENA: Yeah. INTERVIEWER: How many members are in the band now? CHARLIE: It usually is around 30. Isn't that about the number they use now? ROLAND: About 30, yeah. INTERVIEWER: Now is that typical? Is that how many there were when you were younger? RENA: No. CHARLIE: Probably a little smaller. INTERVIEWER: Smaller? CHARLIE: Probably around 20-something, or 28, 26 maybe. ROLAND: I noticed when I was a kid they used to have three tubas, and you know, probably the tradition of just-male membership came from Italy. CHARLIE: Oh yeah. ROLAND: And that tradition was carried over. And I would guess that the term "Colonial Band" is probably their attempt at translating to join, the Banda Regione d'Italia. Okay? Try to translate that to an 34 American, probably the word Colonial was placed in there to refer to the "Regione" which means region. RENA: Region. Yeah, that sounds possible. CHARLIE: Oh I've got to tell this story before we forget it. We were just a little small town band but there was one time we made the national news, all over the country. And I won't mention his name, please don't say it because he feels embarrassed. But we were marching to the center of Leominster… ROLAND: Oh, yeah. CHARLIE: You remember that? And from Evergreen Cemetery marching in Leominster, we'd take a right on West Street. Well, there was a player on the extreme left front end and we took the turn on West Street, but he was so engrossed in his music, he kept walking straight [laughter] towards Pleasant Street and he didn't notice until he was almost up to Pleasant Street. He turned around, there was no band there. [Laughter] He went all the way back and somebody had taped the whole thing and they sent it in to some news channel and they put it on television. That was the only time we ever made the national news. [Laughter] INTERVIEWER: If they taped it, it had to be pretty recent, right? CHARLIE: Well, it was quite recent. You guys remember. But he always felt so bad about it that I won't mention his name. But he made a statement. INTERVIEWER: About what year was that? Do you know? ROLAND: It would've been after the war, I would imagine. CHARLIE: Oh about 8 years ago, rather recent. ROLAND: Oh recent? CHARLIE: It was rather recent. ROLAND: You think so? INTERVIEWER: So it's kind of someone – home movie collection? CHARLIE: Somebody's got the tape.35 RENA: What is the program where they put on several funny ads and then people vote? INTERVIEWER: America's Funniest Home Video or something. RENA: Home videos. CHARLIE: I want to see that. RENA: Somebody should enter it in to that program. Did he know that that was sent in? CHARLIE: Well, he found out eventually. [Laughter] He always gets up and he gets mad when he hears about it. ROLAND: Actually, somebody asked him if they could do it on that home video TV program. And he said, "Well, you can but don't mention my name." It was funny because what the band would do is every year they would take a luck coming out of a mechanic strike. And then that was way back when they had the wooden bandstand and it was right in the middle of town. So you automatically figured you're going to take a left. This year, they decided they were going to march up by… RENA: West Street by the common. ROLAND: Yeah, where the city hall parking lot is. RENA: Yeah. ROLAND: And what he did, he automatically went to the left because they used to give their speeches and everything. And that was great. INTERVIEWER: Now there was a band in Fitchburg also, and that disbanded. So did some of those members come over to Leominster? CHARLIE: Well, they still have a band in Fitchburg. ROLAND: Yeah, I play with them; Charlie and I play with them. CHARLIE: Yeah, Fitchburg Military Band. INTERVIEWER: All right, so was there an Italian band in Fitchburg? VINNIE: Not specifically. Probably most of the same musicians played in that band too. Like how many – are there more than you two that play in the Fitchburg's Military from Leominster?36 ROLAND: There's Gene. VINNIE: Gene? CHARLIE: Yeah. ROLAND: And most of the brass players. CHARLIE: Yeah, there's a lot of exchange between town bands. VINNIE: John used to be in it? CHARLIE: Oh yeah, they used to play in the Townsend Band. My father played in the Townsend band. They all shared the bands around here. ROLAND: On Memorial Day we would play in the morning, and then in the afternoon we used to play in Greenfield. And it was all hills. And we remember once we did the same thing; we were going up this tall one, and I don't know if Charlie remembers, but Roger Pascarelli, he was, they used to put the clarinets up front. CHARLIE: Yeah, yeah. ROLAND: And he was on one end, and I forgot – John Pacceli was on the other end, and we were marching and we came to this fork. And the first time we played, we didn't know where we were going. And it was funny it was like somebody split the band up. [Laughter] And there were two guys there, engrossed in their music and they were going this way, and the other guys were going that way. Remember that, Charlie? CHARLIE: Yep. ROLAND: [Unintelligible - 1:18:14] road you're taking, right? RENA: You go that way. INTERVIEWER: So when did – did the music change over time, the repertoire of the band? ROLAND: Yeah it did. Because in those days, the music was really heavy; it was quite long and everything, you know.37 VINNIE: Yeah, there were a lot of operatic excerpts played by the band. Now they have regular concert band music, you know, worldwide. But in those days, it was mostly operatic excerpts. ROLAND: Manuscript. VINNIE: Arranged for the band. RENA: And some of the music is about 200 years old and it is still played by this band, although they do play the modern as well. But as I think I read in one of the articles, it's like preserving a museum piece in the museum and they have preserved this music. They still have it; they have the music and they can play it if they want to. But now they're beginning to play more and more of the show tunes. INTERVIEWER: Now I was wondering, are there any bylaws or something that tries to preserve the culture of the band, for example, the 200-year-old music? Is there something in place that will hopefully keep this music alive for generations to come? CHARLIE: Well, just in the light read…/AT/jf/kg/ee

Part one of an interview with Frances Mercadante. Topics include: Poem for Dorris Catrell. Becoming the Italian Woman of the Year. Her work as a teacher. Being a woman with a family and a career. How her children were well cared for. How expectations and values changed from generation to generation in her family. Her mother played the organ. How her grandparents met in Boston, were married, and had her mother. How Frances' great uncle, Father Angelo Cappenella, ended up coming to the United States from Italy and was positioned at Saint Anthony's Parish in Fitchburg, MA. Frances' mother moved to Fitchburg to help care for her uncle at the rectory at Saint Anthony's. What life was like for Father Cappenella. Speaking Italian. The Venereen Sisters at Saint Anthony's. The importance of family. The tradition of family meals. How Frances dealt with her son's divorce. ; 1 LINDA: Linda [Rosenwan] for the Center for Italian Culture. It is Wednesday, October 24, 2001. We're with Frances Mercadante at her home at 306 Canton Street in Fitchburg. So she is about to read a poem that I believe she wrote. Did you write this poem? FRANCES: Yes, I did. LINDA: For a friend, Doris Catrell. FRANCES: For a friend, Doris Catrell [Disgene]. Doris, small statured woman, a warm smiling face. Whenever she greets you, it's with a hugging embrace. Impeccably dressed each Sunday as she comes to lead the parish in song with her clear, lilting voice at the 8 o'clock mass. After mass, carrying communion to the ill, she brings them consoling joy and contentment. Then, to the Blessed Sacrament she travels spending an hour with the Lord in the Eucharist. During the week, she's at mass each day, later has coffee for our group to enjoy. Always uplifting whenever we're burdened, encouraging and kind in conversation. At home as a child, I remember her presence, practiced the church services with mom in the choir. Reaching high notes as a soprano with ease, always ready to do her part. Later when Saint Anthony's School was in session, she volunteered to cook, serve, and chat with the children from our school and no one, too. Her workers enjoyed her pleasant manner. She was there when our family and neighbors required special care, assisting her parents in their senior years. Helped Margie, a neighbor, when her health began to fail. And still took care of her own family's needs. She has four loving children, Carla, Michael, Jerome, and Antonia; one special granddaughter, Ashley. Has a strong, loving bond with each of them, and especially enjoys their calls and visits. 2 She has a green thumb that is obvious to see as you approach her cottage with bursts of color from flowers of all kinds profusely growing in her yard. Doris, a woman of faith, family, and friends has left an indelible mark on my life. LINDA: Now, what was the occasion that you wrote this? FRANCES: I wanted it to be part of my Italian cultural evening. And I said it would be nice for me -- well, I had already done Luigi Relley years ago in class, in a creative writing class. I said I was going to look into getting a picture of the two of them and frame the write-ups that I did so parishioners going by, especially the older ones and then some of the families, would recognize the two people and want to read them. And that was the whole purpose. LINDA: So this was read at the awards, too? FRANCES: No. LINDA: No? FRANCES: It was just on a table with all the other material that we had, and people could read it if they wished. LINDA: So explain to us just briefly about becoming Woman of the Year, the Italian-American Woman of the Year. FRANCES: Italian-American Woman of the Year. There is a committee of people that look at individuals and usually see whether or not we have been in the community, active in the community somewhat, and also doing well with our church, our family, an all-encompassing thing. When they look at a person, they want you to be many things. I personally felt that I was more involved with church, family, and career. And I did some outside material with, probably, the ecumenical group. I had been in that for a number of years and enjoyed that. And then, I used the telephone to solicit for the Red Cross and cancer, TB-ers. 3 But I wasn't, supposedly as far as I was concerned, the type of person they should select because I wasn't as outgoing as being in politics or being very active in the elderly communities that they have in the cities and whatnot. I just didn't have the time because of my career. I stayed in quite a number of years until -- let's see, I was going on 69 when I left. And a lot of people leave at 52. So I didn't have the time. I enjoyed teaching, and I hated to give it up. LINDA: So now explain to us about being a teacher. I understand that you were the first. Were you the first married woman? FRANCES: Yes. When I came back to Fitchburg from Windsor, Connecticut, I had my training in Windsor, Connecticut. I went to college in Chicopee [unintelligible – 00:05:35]. And when I looked for a position, my mother, of course, wanted me to stay home in my own hometown. She knew I was going to be engaged and getting married, and she really looked forward to that. And I stayed on, was substituting this for almost six months, and was called maybe three times. And I said, "I'm never going to get any experience doing this." And it was a time when they were not hiring as many teachers. LINDA: And what year was this? FRANCES: This was 1953. And so I decided to use a teacher -- what do you call them? I'm trying to think of a word. Where you would look for a position, they would have the listing of different schools. And Massachusetts had a few. They were in Walpole and quite far from Fitchburg, on the other side of Fitchburg, really, going toward the cape. And then, there was this job that I found in Windsor, Connecticut, and my brother-in-law lived in Connecticut in Plainville, in New Britain. And so I decided to look into the Windsor, Connecticut job, and it started in January. And I was taking care of a fifth grade class and decided to accept the position. And I was very, very happy that I did. I had a Mr. John O'Neal, who was just delightful, as a principal. And the teachers were 4 very, very friendly. And it was a very good start for my career as a teacher. We lived in a home where there was a widow with only teachers boarding there. LINDA: And this was before you were married? FRANCES: Before I was married. So I stayed there for the rest of that year and the following year. And then I returned to Fitchburg and looked for a position here, and I was selected at the E Street School. At that time, the superintendent had just been changed, and we had a Mr. Johnson from New York, from the state of New York, I don't know exactly where. And I told him, I said, "You know, I'm going to be getting married." And at that time, they said, "Well, usually you have to retire. You could sub, but you cannot be a permanent teacher in the classroom." And he said, "No, Fitchburg is laidback." He was very get up and go. And he said, "Things are changing." And he said, "They've already changed in New York. So I don't want you to even worry about getting married and losing your job because I think it's going to change within this year." And I said, "Well, all right." So I just listened to him. And as it was, he was correct. So then, I told him the following year… LINDA: And what year is this? FRANCES: I'm very bad with years, so I think it was '54. And I told him, I said, "I'm having a child." And I said, "I know that's definitely a no-no. I'll have to leave." He said, "Oh, no it isn't." He said, "That is changing, also." And so he said, "You continue, but you get your doctor's permission that you're fine and you're able to do it." So I was the first married woman in Fitchburg and the first pregnant woman in Fitchburg. And I stayed on until that whole, entire June, and I 5 had my baby August 6 th. And everybody was very accepting. I was in a small four-room school with just four classrooms and a Mrs. McKeel, who was delightful. She was [unintelligible – 00:10:19] and knew my family. And I was very well treated, so I had no complexes about it at all. LINDA: So you didn't receive any dissention even from the community? FRANCES: No, no, I didn't. Well, I think because I was inobtrusive or unobtrusive. I did not make waves at all. I just did my job, and I was very low-key. That's the way to put it. LINDA: Now, where was this school? FRANCES: This school was on Lindbergh Street, which is Route 2-A going to Boston, the old Route 2-A. And that's where I started here in Fitchburg. And then I decided to stay out until I had my family. So I was out of teaching for six years. I returned to teaching when my husband decided he was unhappy with private accounting and really would like to start his own public accounting business. In those days, a CPA could not do any advertising at all. And I knew he was worried about the fact that he wouldn't be able to support his own family. So I decided to try to get a position, and we could live on my salary. And in the meantime, I spoke to my youngest sister, who is 10 years younger than I, and she was dating seriously. And I said, "Would you mind instead of working somewhere to take care of my children?" And she agreed. And so I had a wonderful setup if I was able to get the position. I talked to my pediatrician because I was very worried about the children. And he said, "If they're ever very seriously sick, I will take the car and drive right to your house." And so I never forgot Dr. Pick for that. And he gave me a couple of articles to refresh my mind that women have a right to have a career as well as a family. And they can do both very well. And so I did. 6 I was given a position by Miss Lyons. She was the assistant superintendent at the time. And I had a fourth grade at Hastings School. And that's where I started my career in teaching. I stayed there four years, and when Crocker School was built, I was one of the first to go into that new school. And I stayed there until I retired. So I was there for 68 years. LINDA: Sixty-eight? FRANCES: Sixty-eight. I'm sorry, 35 years or 36 years, 35 or 36 years. LINDA: Wow. FRANCES: So I was 68 years in age. That's what I meant to say. LINDA: First of all, your family sounds as if they were very progressive, especially your husband. FRANCES: Mm-hmm. The CPA business, of course, you had to wait for the telephone to ring. You could not advertise. LINDA: Why not? FRANCES: It was against their rules and regulations at that time. And it stayed like that for quite a number of years. And now, of course, they can do anything they want, advertise… LINDA: So how did he begin? Did he just hang a shingle out? FRANCES: He had to put a shingle out. And I don't know if he could even put something. I think he could put an announcement in the newspaper, and that was it, and just by word of mouth. And then there were public accountants and private accountants that knew him and liked him and offered to give him one of their jobs, and that helped him to get started. And then he get to know more people. And through word of mouth, really, it was developed. LINDA: And he continues today? FRANCES: Yes, he continues today. And he has his youngest son. And it's a thriving office. Instead of being a one-man band, he has three or four CPAs now there, I think, working in the office. LINDA: And what's the name of the business? 7 FRANCES: It's Mercadante & Mercadante. And then, my daughter-in-law took a payroll business that he had only eight people and made it into, I think, 70 clients now that do the payroll with her. LINDA: And what is that business called, or is that under Mercadante? FRANCES: No, it's her own payroll business. I honestly don't know the actual name of it, but Nick will be able to tell me. LINDA: So were the hardships worth it at the beginning? FRANCES: It was. I still had guilt complex about leaving the children. I came home at three; and in the first years, I did not take any courses. I just took the courses that were given at the school after school hours. And my sister would stay an extra hour, an hour and a half. And then I would come home, and I would just spend my time with the children and then cooking a full meal, and I would have my sister stay with me and have a full meal with her husband. And then eventually, she was married the second year and had a little girl. And I would babysit her little girl—I had a crib for her—so that she could go out and enjoy herself on occasion with her husband. And it worked out very, very well. LINDA: So she must have lived nearby. FRANCES: She lived nearby, yes. And then, when she expected her second child, then my mother talked to me about a Mrs. [Grassi], who was her very dear friend who was 65 years old. And Mrs. Rose Grassi was just unbelievable. She accepted the position here. She lived only five houses down the street from me in this… LINDA: Are we talking about this address? FRANCES: Yes, this address, right on Canton Street. And she enjoyed every single bit being another grandmother. We called her the third grandmother in the family. She was so loving and caring to the children. I would have to hide housework from her so that she wouldn't get worn out because she would always put her whole effort into caring for the needs of the children 8 first, and then worrying about the little things in the house that she thought I wouldn't have time for. She was just so special. And Fridays were a special day for the children. There was always a special goodie because it was the end of the school week and she wanted to have a special treat for them, might have been apple muffins or cookies. She made oatmeal cookies. She did so many things that were special. And to this day -- well, I'm thinking back college days. They would come home, and I never had to tell them to go and visit their grandparents, but they also would never forget her. They would go down and see her husband, Joseph, and Rose. LINDA: And now, these are other Italians, too? FRANCES: They're Italian. And, of course, both of them are deceased. But when Ann Marie got married, she went to the nursing home with her bridal gown on and her husband and had a picture taken. And she has that picture at our house. And whenever we have family gatherings, we talk about her remarks and how she used to cater to Anthony being the youngest child. And she'd say, "Oh, my goodness, your wife is so strict with that little [peachy mean]." Peachy mean is the little one. She doesn't realize he's still little; he shouldn't have the same choice that the other children have. And so we would talk about that. And so then, she would tell that to my husband. She didn't want to hurt my feelings, and so she was hoping that he would tell me to cool it with that youngest son of mine. But, oh, she was just a special, special person. To this day, I miss her whenever I go by her house. LINDA: Now, do you think that you would have continued with your teaching probably if you didn't have your sister and someone like Mrs. Grassi? 9 FRANCES: I think it would have been very difficult for me because I was a very -- they say cancereans are, but I'm very family-oriented, and I worry about the children and not being there if they really needed me. I was very fortunate that the family stayed very healthy in those teaching years. And so when I did have to take time off, it was very few and far between, so I wasn't hurting my teaching career by having a lot of substitutes in and out covering my class. I didn't want to do that because I felt that was my responsibility to my school. LINDA: You're of the generation that really invited people into your home to take care of children. How do you feel about outside daycare now with all the daycare centers sprouting up? FRANCES: I think I would peruse them very carefully. And it wouldn't be just one visit; it'd be several visits to make certain that you walk in there unannounced on certain days just to see what happens when they do have a child that's having a bad day and how they're caring for the child. And that would be my feeling. Then I think you could rest assured. I know we had a girl here on our street—and I know her mother very well —was [unintelligible - 00:21:12] daughter, Nana. And she has done a beautiful job. She takes care of 6 months old right to toddler age. And she has a lot of patience, but she only has maybe five or six children that age, so she can give them a lot of undivided attention. And she has her house set up for it. LINDA: What do you think are the most important attributes to taking care of children? FRANCES: I think loving them and making them feel secure is so important, because you are really taking the place of parents. And they feel very left out, that initial shock. Even when they are starting elementary school, we have a lot of problems with the first time they go to kindergarten or the first time they go to first grade, whatever it might be. That separation is very difficult for children. It's very difficult for parents. And so I think if you 10 have a warm, loving person that gives them the security that they're not going to be invasive and not take mommy and daddy's place, but be there for them, is very important. LINDA: What did you do to make sure that your children still felt important in your life? FRANCES: Oh, I would say, when I came home -- first of all, I always told them if there was anything majorly wrong and they felt they needed me, that they could call dad's office, and either Dad or I would pick them up at school so they would not be left thinking that no one would take care of them if they had something really seriously bothering them or if they were seriously hurt, you know, physical harm. And then when I came home, it was always a special treat. And that treat was to get together, and snack time was talking time. But even though I was talked out teaching, I made sure that I spent at least a half hour talking about the different things that may have happened. Some of them were very talkative and outgoing, and the others were very withdrawn. And so I had to reach them by just questioning very gently and not pushing the issue. And eventually, they started to tell me. If there was something on their mind, it would come out. But it was just during snack time before we started homework. And I would do that. And it worked out. I don't know, I think our parents that had to work in my generation had it easier because we all had the same rules and regulations in every household. So when they were playing with their friends, they heard the same rules. And they didn't feel that they were being slaughtered and overruled by very strict parents that had to work. They didn't feel that it was a difficulty. They just took it upon themselves, "Well, mom has to work because dad is starting a business." And then, of course, I could have left teaching. And 11 they were in the middle grades at that time. And I said, "If you don't mind, mommy would like to --" I'm always with Nana because I'm with the grandchildren now. I said, "Mommy would like to stay on stay on teaching. But if it becomes a problem," and I said, "we'll talk about it." And I stayed on because I wanted them all to get a good education, and I had them very close in years. They were 20 months apart, and the last two were 16 months apart. And so I knew that when the education started and paying the college bills, it was going to be very difficult. And our parents were good-hearted people, but they didn't have any kind of money to help us out. It was going to be our problem. LINDA: How did your mother feel about you working? FRANCES: She didn't mind it at all. Of course, she was an organist for so many years. But of course, that was part of her life because she started playing the organ when she was in her teens for the church. And she did it free of charge. And then I think probably when she was 30 or 40, they started to give her a dollar for playing the mass. And she had to take a cab down to the church there with the dollar. LINDA: So in a way, she was out of the house anyway. FRANCES: She was out early in the morning and then back at home all day. So if we got sick, Mother was there at the house. And the only time she was out of the house was Saturday mornings, and Dad was usually there or she would have a babysitter, or my grandparents were there. So there was always somebody reliable there. And then Sunday masses, she would play one or two. And we would be at one. And then Dad probably took us home. And it was never a problem. LINDA: Now, can you speak a little bit about the different generations? For example, what your parents expected and then what you expect and what your children expect. FRANCES: Well, I think that they wanted us to be kind to one another. Family was very important to them. And they enjoyed having the relatives come to 12 visit and putting a huge spread on at different times. We had my grandmother's people from Roxbury that would come up. And oh, they were such fun times. I remember my grandmother's brother, Uncle Rocco, and -- oh, maybe Great Uncle Rocco. And he was full of fun and had a beautiful singing voice, and they would get at the piano and my mother would play the Italian tunes. And then, of course, there'd be always a delicious meal to eat, and dessert. And then they would head back to Boston to Roxbury. And with my mother's sisters, I think we were the only ones that had a car. And then, we would take turns taking one family to the beach with us. And sometimes, my mom would leave us at the convent with the sisters if we couldn't fit everyone, and we would spend the afternoon with the nuns. And we enjoyed that. Now, in this day and age, they would think that was horrible. But they played games with us. Oh, we had a wonderful time. And there was goodies there. And then, Mom would pick us up probably six or seven o'clock. But it took much longer to get to Boston or to the beach because we had the old Route 2, and you had only two lanes. And it was a two-hour, almost, I think, trek to get to Boston. And so, family get-togethers were very, very important. And I think we all remember them as happy times. In our own individual families, we always had birthday parties. We did not get 10 or 15 presents. We got one present. And so the material things were a minimum. We got school clothes when we started school. And then when the change of the season came, we got warmer school clothes. And Mom and Dad very rarely bought new things for themselves. 13 We all dressed on Sundays. They were Sunday outfits. I remember that clearly. You would never wear dungarees to church. When my youngest sister was 10, and -- I was 10, and she was maybe just starting out, when she get to be 10 years old, that's when the dungarees started. But girls usually wore shorts in the summer with the skirt over. And it was a different era completely. And we didn't mind it. I don't remember anyone complaining. LINDA: So do you remember rejecting any of your parents' values? FRANCES: No. We went along with it. And sometimes, we'd be stubborn and bark at something, "Well, why can't I have a little more time doing such and such?" whether it be a game or whatever. And she'd say, "Well, it's time to hit our homework," or get busy for the things at hand, whatever it might be. And I think that's about the only thing I remember. And if we were arguing with our sister over some stupid thing, it might be, "Well, did you take my sweater out of my drawer? I didn't find it in my drawer, and you must have worn it. And now, it's in the wash. And you didn't ask my permission to do it." And I had my grandchildren two weeks ago, and the same thing happened. Olivia came in and she had on a sport shirt that belonged to her sister, Tanya. And I said, "What are you doing?" And she said, "Well, Tanya was ready to start an argument." And I said, "You know," I said, "when Aunt Theresa and I were growing up," I said, "she used to take something she loved to wear and wouldn't even ask me. And then, she'd put her jacket on and start walking down the street. And she'd say, 'Well, I'll wait for you at the corner.'" 14 And I said, "I never thought to look inside the jacket. But when she came home…" And so the two girls started to laugh. And I said, "You see, that doesn't change in families." Then I said, "It would be nicer if you asked permission, because there are some things that should be favorites and that should be left alone and then other things that you could share." And so that's the way my mother brought us up. In the very same way, she talked to us about that and she said, "Sharing is wonderful, and we should learn to do that. But there are some special things that you want to be yours, and that's okay." So I thought that was a good way of teaching my grandchildren, remembering their mother's words. LINDA: Now, your children have they taken many of your values and the way that you brought up your children? FRANCES: Yes, I would say so. Now, they have, of course, in-laws that are not of our same background. But still, in all, they have been following the same ideas. They're very loving girls. I have two daughter-in-laws, and so that makes a big difference. And then, we've had a lot of family get-togethers where they take turns. And I feel really wanted and so does the rest of the family. And I think that's half the battle, really. LINDA: Now, do you have two daughters and two sons? FRANCES: I have one daughter and three sons. Now, my oldest son has since been divorced. Now, I don't know how many years it is now. But they have joint custody, and I am very friendly with my ex-daughter-in-law to this day. And so when Christmas comes, I always remember her. And when I had my special affair, Italian Woman of the Year, she sent me a beautiful bouquet of flowers and a beautiful card with lovely notes from herself and the three girls. LINDA: Now, what is the son's name? FRANCES: Nicholas, Dr. Nick, yeah. LINDA: And what is her name? 15 FRANCES: Her name is Jayne. And she still goes by Mercadante. J-A-Y-N-E, she spells her name. LINDA: Now, is he remarried? FRANCES: He has not remarried. No, he's dating someone spasmodically. And he feels that his responsibility right now is his three girls. LINDA: And what about your other sons? FRANCES: And my youngest son is married to Deborah. And she… LINDA: And what is his name? FRANCES: Anthony. LINDA: Oh, okay, this is your youngest. FRANCES: Yes. And sometimes we call him Tony. And Dominic is unmarried, and he's up in Belfast, Maine, and he's certified architect. LINDA: And he's unmarried. FRANCES: Mm-hmm. Then I have my daughter in Harvard, and she's married to Roy Castor, and they have two beautiful daughters. I have all their pictures on the piano so I could look at them. LINDA: And what's her name? FRANCES: Ann Marie. And it's A-N-N and then M-A-R-I-E. LINDA: Ann, okay. Thank you. FRANCES: And she's a nurse midwife. She became a nurse midwife. And he is a small-town lawyer. LINDA: Interesting. Now, you talked about your mother playing the organ. FRANCES: Yes. LINDA: And I know that you're an organist, also. FRANCES: When she became elderly, she wanted me to continue, so I worked with her at the organ and played some of the masses when she was unable to. And then she finally retired, I think after 60 years of playing. But she started at, I think, age 12. So did I, just playing benedictions. So when people read my write-up for Italian Woman of the Year, 55 years of playing, or 50 years, it was really taking those years that I had played 16 occasionally, just benedictions. But I really played maybe 30 years, 40 years. LINDA: Now, did your mother play… FRANCES: She played funerals, weddings, yeah. LINDA: How did she learn? FRANCES: She learned from the sisters. I think it was the sisters that were at Saint Joseph's Church in Fitchburg. And I think they were the Sisters of Notre Dame. But they were a French order of nuns, and she learned from one of the sisters that taught piano and then taught organ. LINDA: And how did you learn? FRANCES: I took from the Mr. Williams here in Fitchburg. And then when I went to college, I took from Sister Lawrence Newey. So I had some training from two professional people. And so did she. LINDA: Does the tradition continue with your children? FRANCES: No. Well, Tanya is a very good player, piano player, and doing well with it. And then, Sophia, my 10-year-old, is playing. And my 9-year-old is playing the piano. She's starting with the Suzuki, Allesandra, my daughter Ann Marie's youngest daughter. And then, Antonia, her oldest daughter, is learning the flute, and has played the flute. And Olivia, who is the second one in my son's house, is learning the clarinet. And she's now starting with the saxophone. And I think we're going to start Nicholas—he's going to be 7 this month—probably with the piano because he seems to like it. He goes there and he doesn't pound on it like most children do. So we think that there's an interest there. LINDA: But your children don't play? FRANCES: No. Tony had lessons and Ann Marie did. And they gave it up in, I'd say, the upper grade school years. No interest. LINDA: So now tell me -- I guess we should get -- first of all, I feel like we're really rushing and we are because we only have about an hour and there's 17 a lot to cover, but I know that you have a very strong connection with Saint Anthony's. FRANCES: Yes, I do. LINDA: And there's a reason for that, and I'd like you to explain that. FRANCES: Well, first of all, my mother was born in the North End in Boston, and she came from a mother and father that came directly from Italy to the North End in Boston. Her mother came at age 15 to live with Aunt and start her life there. My grandfather was already there, and he was 10 years older than my grandmother. And they lived in the same apartment dwelling, many floors. I think probably there's six to eight floors in those apartment buildings. And he got to know her by seeing her scrubbing the floors, that they were very immaculate. And they get to talking. And he married her. And she was just, I would say, 16 when she got married. And she had my mother at age 17. And my mother was so small that she was three pounds. In those days, they did not have the hospital care that we have. And they used to open up the oven door and have it on a very low heat, and they would put the bassinet close to the oven door to make sure that the baby stayed warm enough, plus the blankets and whatnot. But they really worried about a three-pounder. And today, of course, there would be a facility for that. And my mother grew up very healthy and always had a weight problem, which is unusual for being so tiny as a baby. But she had a very healthy life. Now, when my grandfather had spent maybe several years or more in Boston, he became very unhappy and missed Italy tremendously. So one summer, he said he wanted my grandmother to take a trip back with the 18 three older children and see whether or not she would like to go there to live, because he was not too happy with… LINDA: Now, this is your mother's parent? FRANCES: My mother's parent. This is her father. So they decided to go back, and they did take the boat from Boston, and they went to Italy. And, of course, I think in those days, it must have taken almost three months to get there, or two months anyway. And when they arrived, it was summertime there, and for some unknown reason, my grandmother became ill there. We don't know if it was a change in the water, the kind of food, but they ate the same more or less diet. So we just don't know, but she became quite ill, and they had to come back by boat. And because she was so ill, my uncle was -- my great uncle, Father Angelo Cappenella, was a seminarian professor in Naples. And so he asked the bishop for permission to escort them back to the United States, and the bishop gave him permission. And so he came with the three children and his sister-in-law back to the states, and my grandfather just acquiesced and decided he had to learn to love this country as his own. But I'm sure it was just leaving his family. I think he was a very, very quiet man and very bonded to family. And you had people in the North End, but they weren't your family. They were acquaintances. And then after a while, he was comfortable. So then what happened is my uncle was situated in [Hayville] in the Boston Diocese. And Father Maseo, who grew up with him in the same town in Italy, told him that he had to go to the Springfield Diocese, and they wanted him to work in his diocese. And so eventually he was given the Fitchburg place where Father [Rossomano] -- and going to look here and see. This was in 1907. Our father, Reverend Pasquale Russuomo, an Italian missionary began founding the Saint Anthony Parish with 200 determined Italian 19 Americans. The springtime of 1908, April 26 brought the dedication and consecration of the new church building. And under Father Rossomano, returned to Italy in the fall of that year. Monsignor Angelo Cappenella assumed the pastorate duties for the young parish. He was only Father Cappenella at that time. And so that's where he was assigned. And then going on from there, do you want me to tell the history of the church? LINDA: No. FRANCES: All right. We'll stop there. LINDA: What I'd really like you to do is -- we may have time for that, but really tell me how your mother then got involved with Saint Anthony's Parish. FRANCES: Okay. My grandfather, knowing the custom in Italy, which was if you had a parish priest in the family, the family members would take care of the rectory in his name, help with the altar, and serving in every capacity until they had sisters to help out or nuns to help out. So he talked to his wife, and he said, "We're going to have to send at least two children there. I don't want him to be alone." And so my grandmother went right along with it. And she said, "What I'll do is take the train back and forth. I'll stay two days with them, make the food ahead of time, teach them how to do certain things, and then I'll come back and spend four days here." And so Aunt Anna became the second mother in command in the North End. And that was my mother's second oldest sister, and she helped my grandfather. And so they came to Fitchburg, and… LINDA: Tell me what their names were. FRANCES: Mary and Michael. And they were both Cappenella. Now when he came, he realized that to have these children have a normal life, they really should get back to their families. But the only one who eventually did go back to his family was my Uncle Mike. My mother, staying here as long as she did, had a niche here, and she made friends, and she didn't want to 20 leave my uncle. And my grandmother used to come often enough. And then the grandparents, and my grandfather and the family, would come on Sundays every once in a while. And they would have family dinners together. So she, more or less, I think accepted being here in Fitchburg with her grand uncle, her uncle, my grand uncle. LINDA: When did she start? FRANCES: She was 12 years old, which is a very young age. But when you look at age in those days, my grandmother was 16 when she was married. They had a maturity that we don't have in our own generation, let alone our children. They are really children at that age. They can't make serious decisions, yet these children seemed to be able to. They had a maturity about them that was inhuman. LINDA: Now, where did she go to school? FRANCES: She went to St. Bernard's Elementary. And I think she only went up to the sixth grade. LINDA: And tell me what she did at the rectory. FRANCES: At the rectory, she worked at the church washing linens, setting up the altar, doing all the things that the sisters did in later years, getting the music ready for the different functions and the masses. And then in the rectory, she had to clean it as a house, all the chores you have in a regular home: cooking, cleaning. She did some sewing, ironing, all of that. And then, of course, he was very helpful. He was an uncle who did not just sit. He would help her with the dishes and help her with the cleaning and whatnot because he felt it was a sacrifice for those two children to be away from their parents. And he appreciated the fact that they were there. LINDA: So this is about the time she must have learned how to play the organ? FRANCES: Yes. She started taking lessons, I would say, early on, maybe 14. I would say about that age, probably. 21 LINDA: And did she look to the nuns as mother figures, do you think? FRANCES: I think that she just relied on her own mother when she came here. She was very, very secure. I think my uncle priest had a kind way about him. So he was sort of second father in command, and they related to him very well. He was not an abusive person. He held his temper. I think later on in the parish, we heard that he would lose his temper at times because that parish was built up on pennies. People did not have a lot of money, and it was very difficult for them to get into the habit of giving to the church, because in Italy the churches were paid by the government, a very different thing. And so when they came here, they couldn't understand why they had to support parish. That was a very difficult thing. LINDA: Did parishioners have to purchase a pew, let's say? FRANCES: I don't remember that much. But if the church was being redone, they would want a family name. So I know the windows would have a family name on them. I think some of the pews did have years back, but I don't know because they've been changed several times. And different statues were given in honor of a beloved person that died in their family. And so that was done. LINDA: So tell me a little bit about Father Cappenella, well, uncle to you. FRANCES: When I was growing up and my mom and dad were married, we lived three houses away from the rectory. The parish owned a three-tenement house that gave them money from the rent they collected to support the things they needed to have in that parish. At first, he had no nuns, and so the Irish teachers were wonderful to him. He had four or five of them. Alice Lyon was one. Mary Courtney and her sister were two more. Alice Keeney was another. And I don't know what he would have done without those Irish teachers volunteering to teach Christian doctrine and helping out with the linens, too, and helping my 22 mother out. So they were just wonderful to my uncle priest, and he always appreciated it. And eventually… LINDA: So were they just volunteering their time? FRANCES: Volunteering. Absolutely, after teaching, volunteering. LINDA: And now, where were they from? FRANCES: They were from St. Bernard's Church. Our mother church was St. Bernard's on Water Street. LINDA: Now, they must have needed the permission from [unintelligible 00:52:37]. FRANCES: Yes. And I'm sure that he gave them permission. And so that was a wonderful tribute to that pastor in caring for a mission church that was just starting out for those people who came from Italy and did not know the English language quite yet. And so he would start his mass in Italian at first. And then as time went on, it was just one mass in Italian and all the other masses were in English, because most of the Italians had that feeling of wanting to be accepted in this country, and they wanted this adopted country to love them the way they loved their natural home in Italy. And so they thought learning the language was an asset to them. And so a lot of us who had mothers and fathers who could speak fluent Italian did not have that training of hearing the language because they would just talk to the children in English, whether it was broken English or not. And they would speak only to the grandparent in Italian. Now, very many of the families did that, but there were still some families that talked Italian only at home. But that's the way we were brought up. And there were many families like ourselves where they just spoke English all the time. LINDA: Looking back on that, do you think it was important for assimilation reasons? FRANCES: When I think of the problem we're having with the Spanish people, I think that maybe it did help. And I taught in a school where the people came 23 from Finland and brought their children to school. And they spoke fluent Finnish at home. But when those children came to school, they learned the English language. And they did not put up any hesitation about the fact. They felt that this was their adopted country, and that when they got home, they would speak the fluent Finnish with them. But they were also going to learn the English from their children. And the attitude is very different. Now, I don't know about the Canadian French, because, of course, they can come from the country of France, they came from Canada. And I think it was very similar because they kept their language, but they also learned English. LINDA: But on the other hand, the Italians really didn't keep their language, did they? FRANCES: No, we didn't. I would say there are very few families who did. That's my own personal opinion. But I know Doris's family spoke fluent Italian. And there's still some that were doing it, but it wasn't the majority. I think it was difficult for them to go into the workplace not knowing more English. And I think that's where the change occurred. They wanted to do well in where they worked to be able to support their families. So that was a definite must. We have to be accepted. We have to do our part. And secondly, the Italian language, even though they loved it, had to take a backseat. That's my personal opinion. LINDA: Did you ever feel it important to teach your children Italian? FRANCES: I was hoping that they would pick it up in school because I sent them to a parochial school, but none of them did, because it was just in class. And then they never attempted to try to talk except in class. LINDA: And you don't speak Italian? FRANCES: No, I never do, no. And that's why I'm taking beginning Italian right now. 24 LINDA: Did you speak Italian when you entered school? FRANCES: No. No. English. LINDA: So your parents spoke to you in English? FRANCES: Always in English. LINDA: Well, that's because it was really their parents who came over. FRANCES: Yes. LINDA: We're going out of time. FRANCES: All right. Well, do you want to continue, and I'll just skip that meeting? LINDA: Oh, I don't want you to do that. I can always come back. FRANCES: Oh, sure. LINDA: I can come back at a later date. FRANCES: But if this is a convenient day for you, why don't we just try to get quite a bit of it done? LINDA: Okay. FRANCES: I think we should do that. LINDA: Okay. So again, I'd like to go back to Father Cappenella to get some maybe personal stories, anything that you can share that probably the average person may not know. FRANCES: Well, he was a very giving person, and he felt even though he had the help of those Irish teachers, he needed to get sisters here to bond the parish together more so. And he felt that with the nuns, they could teach Italian. They could teach embroidery, have a pre-school. And all of these things would help the new families coming directly from Italy. And it would nurture his parish, too. So he moved out of the rectory—that was part of the church in those days. There was sort of like a little L, and there was about three floors. And when I first went to the convent, that's where we would stay, so I got to know it very well. And he decided to move to Salem Street and then to the house, the [Ritchie] house. And he stayed there until a new rectory could be built. And so he did that. 25 And when he had those sisters, then they took over the pre-school and started [Sagalopi's]. LINDA: Now, who were the sisters? FRANCES: These were the [Venereen] Sisters. And, let's see, I think that is mentioned here. They came in 1919. Four sisters of a congregation of [unintelligible - 00:59:29] Venereen Sisters arrived from Italy to teach in the day nursery, to conduct classes in religious education, and to assist the pastor in caring for the needs of our expanding community. And it says, at that time the sisters lived in the -- well, was really part of the church. It was really the rectory, the initial rectory on the church. LINDA: So Father Cappenella was really instrumental in bringing [unintelligible - 01:00:03] here? FRANCES: Yes, he was. Absolutely. Yes. And that was a very close time, especially the first nuns that came. Oh, he was very fond of them and couldn't do enough. In hot weather, I can remember the years when he was able to afford a car and he would take us to Quentin when he had to confess the sisters and the presentation at their convent. They always sent a different priest so the nuns would feel comfortable confessing their sins. And he would take us for a ride and buy ice cream for us. And then when we got back to Fitchburg, he would say, "Now, I'm thinking all our nuns with all those robes on," and he said, "this hot weather," he said, "we have to stop at a store and I have to buy them a box of ice cream." In those days when you went to an ice cream place on the road, they just had the cones. They didn't sell it by the bulk as they do today, so we had to stop elsewhere and get them their ice cream. And I always remember that. And there were things that -- he always wanted to make sure they had enough heat in the wintertime, and then if he got too much from someone's garden -- but most of the time, people would take some, I 26 should say, to the convent. But if they forgot and he had over an abundance, he would always bring extra food down there or give them special treats that they couldn't afford. And he just felt that they were really the heart and soul of our parish. And I feel that that's why we grew so well through the years from one generation after another. It was those initial Venereen Sisters who really, not only gave us stronger faith, but the family life being so important, they instilled it in us in the way they treated us and the way they talk to us. And I think that helped all those good families, and it helped my mother's generation, the first families, and then my generation. And when I get together with people that are in their 60s and 70s, they still remember, and someone their age still remember those first nuns with joy and with special feeling. We just can't help it. They're part of our life, our parish life. And we have such a warm feeling about them. LINDA: So tell me more of what they did for the community. I know that they preached a stronger faith and a strong family. FRANCES: Yes. LINDA: But how did they lead by example? FRANCES: Well, they were very instructive with the children. So they had classes in Christian doctrine. And through their example, of course, they taught us plenty. But they were actually teaching us Christian doctrine, and not only that, the classes in pre-school, bonding with us in things of everyday life, not just faith, just not religion, but games, playing games with them. I can remember one little Italian game that I'm teaching my grandchildren. We had to, in pre-school, make believe we were butterflies. And we would flip our hands and walk and just hop around in a circle. And then she would teach us—and this was Sister Michaelena—and she would teach us sofaleena bella bianca vola bola nuncy stunka, which means 27 butterfly, butterfly beautiful and white, always flapping their wings and flying and never getting tired. And fly here vola coo a volala, fly there never, never getting tired. And so that little nursery rhyme was the little game of running around in a circle with our hands flapping up and down. Those brought a lot of happy memories back. As a child, a very young child, I can remember that. And a lot of my fellow friends my age remember those things. Now, we also remember that when we were at mass, we had to tow them up. There was no talking, and we had to pay attention. And in those days, it was difficult because it was in Latin. And you know how bored our children are with just going to church, let alone sitting there for an hour listening to Latin. And there wasn't the -- well, people participation the way we have it today. And so, it's a big difference in the worship of the mass today in this generation and when we were little. And I think it's much for the better. But we still honored our parents and our grandparents and our sisters with good behavior. If we were an itchy type child, we just wiggled in our seats, but we stayed where we were supposed to. I think it was definitely a deep respect and care and love for the teacher as well as our parents that made us do that. That's the only thing I can think of because I brought up four children, and my oldest one was a very big itch and is very active compared to the other three. And I would have to tell him several times whereas the others I never had to tell them. But we have all different personalities. And I'm sure there were some of us in that generation that were very antsy and wanted to move about. But because of the respect we had and the love for our parents and our priest and our nuns, we held back. We held back enough [gap and go]. I don't 28 know what you would say, but tolerance. Yet it was more than tolerance, was caring. LINDA: I get the impression that maybe you don't think there is enough caring and respect today. FRANCES: I think that the parents are too involved with making too much money and huge houses, and the sense of giving has gone to extremes. And I think the nurturing and the loving, we're so tired because I think in this day and age to do the shopping and take care of a family, have a part-time job, if not a full-time job for both mother and dad, is overwhelming. And the children are in so many organizations today. You're in the band, as I am, picking them up from soccer, field hockey, then it's instruments that they're taking up, dance. And we're spreading ourselves too thin in the meat and potatoes. The most important thing is family life and spending some time with our families. And there are some families today that don't even have one meal together. Now, that was something I insisted on when my boys were in high school and they were into different sports. I didn't care if the last one came in at 7:00 p.m. at night. We ate at 7:00 p.m. But I wanted us to eat as a family. So they could have snacks to hold them over, but I wanted us as a family to have a meal together. And very rarely, we had a conflict where we just couldn't do it. I tried to make that a rule, not just Sundays. And Saturdays were fun days for us. We had really leisurely breakfast in the morning, and we took turns making it, and we invite my milkman in. And I can remember how amused he was when Tony was making breakfast and he was in the third or fourth grade doing it. 29 But I think we have to go back to doing that. We've got to cut back on some of the stuff that's not needed. And too much material things, we don't need, too. LINDA: So whereas you worked really to support your family it was important. FRANCES: That's right, we did. LINDA: Your feeling is perhaps some of these people don't need to work as hard or even work at all if they're only buying more. FRANCES: Yeah. LINDA: Is that it? FRANCES: That's it. But, of course, today the thing has changed. Education is far more expensive than it was when we were bringing our children up. And so now, if you wanted them to go to a school—and even your state schools have gone up in the price of education—you're going to, if you have your children close in age, go out and have an extra pay coming in just for the education. It's that difficult today to educate your children. LINDA: Getting back to sharing a meal, do you feel that was part of your Italian heritage? FRANCES: Yes, I think that my mother made that very distinct because my grandmother did, too, before her. It was always -- she wanted us at least once a month to go to Boston and be with the rest of the family. And if she couldn't have everybody at the meal, we had to come for cake and coffee, those who lived in that grid, to join us so that we were all together. She wanted everyone there. And my mother was the same way. And when my mother was unable to do it physically, we would take turns and do it for her and take turns at our homes so that she would have that feeling at least once a month of all the children. LINDA: Do you continue that tradition? FRANCES: I certainly do. What we do is birthdays are very prominent. And we try to limit the number of birthday get-togethers. So we take the month of October and group them together. Now, Poppa G has a birthday in October, October 4th. And CeeCee, our youngest granddaughter, is 30 October 17. So when the family gets together, we try and get a Sunday where everyone can be together, or Saturday, and we have a cake for each one, a little cake for each one. We have plenty of ice cream. And we make the meal together. And they really enjoy it. And the cousins get to know one another more. And they learn to adjust to the temperaments, too, because sometimes one of them is off kilter on that day and wanting their own way, and they have to learn to bend like they do with their own siblings in their own home. And so I think it's a good lesson for them, and it sort of bonds the family. LINDA: Just talking to you for this short while, I feel that you don't mind bending. FRANCES: No, not at all. No. That's so important. And I try to adjust because I know I'm dealing with daughter-in-laws that come from a different background, who probably never had this. And it's too much togetherness in my family. And so I try to take the median of let's join the birthdays together. And then now with the family getting too big, at Christmastime we've started picking names because they were opening up too many presents. And I didn't like it, and neither did some of the parents. And so we started the limitation. Now the children know they're only going to get two names, two presents, one from their family and one -- I'm trying to think how they do it. It's just been recent that we've been doing that, those past two years. I know we do it at Thanksgiving time. We put names in a hat or a bowl, and usually it's a bowl. Oh, I know what it is. I'm thinking of every parent picks one for their child and so that everybody has one name. And so everybody gets at least one present. Now, we were doing the godchildren, but then we decided no, we're going to do it at birthday time. And so it has cut down the pressure of Christmas tremendously. And now 31 we can really enjoy Christmas and work on food and what we make, the specialties of food. And it's just the one gift. And I think it ends up with two gifts that they get. And I've forgotten how we do it. I have to ask my daughter again. LINDA: Is that the same for you and your husband? You just have it for one? FRANCES: Oh, yes, yes. And for their birthdays, the grandparents always remember every child, because that's the way we want it. LINDA: Now, again, you sound very patient. Has your patience ever been tried? FRANCES: Oh, yes, many times, because sometimes they don't want to have it on a certain day. And I will wait, and sometimes the month goes by. And I will say, "Well, I'm missing having our get-together." And I just wait it out, and it comes to fruition. LINDA: So not just about the birthdates, but just life decisions. FRANCES: Oh, yes, definitely. We have to bend. I have to realize if they're coming from a different culture, a different mom and dad than I had, and if I can't be bending how can my children be bending with their wives or husbands? And that isn't a good example. And then it's not definitely a good example to the grandchildren. And so there are going to be changes and difference of opinion because we're all different. We all don't vote Democratic or Republican. And so we've made a rule, but we're not supposed to talk politics. And things are going to irritate for no reason. They have nothing to do with our family life, and they're not going to infringe on our family feelings by any means. It's not going to change it. And so we drop those things. LINDA: And how is a woman like yourself, who is so strong with her faith and Italian, accept your son getting a divorce? FRANCES: It was very difficult for me. But he didn't want the divorce. She wanted the divorce. And irregardless of it, you have to go along with -- if their marriage -- I definitely talked to them about going to counseling, and they did. And after that, I said, "You have to really think about the children 32 and what's going to happen and make your decisions caring about the children because," I said, "they are going to be hurt the most." And they have done that. At first, there was bickering going on, and so they separated. He went to the condo so that there wouldn't be that going on. Until they calmed down. Now the relationship is fairly good. And they're able to talk about the problems at school, the problems at home with each other and be very, very understanding of each other and caring. And that's very important to me. Another problem I have with this marriage and divorce is that we were family friends of her mother and father for five years. And so her mother died 10 years ago, and I was very close to her. And so I, of course, saw her very close to her dying days, and I told her that I would always be there for Jayne, no matter what. And I don't find it difficult to be there. She hurt my son, but he hurt her, too. And the angels are in Heaven, as my mother said. So I have to look at both their personalities and both their qualities. She wants to go on. She does not want him anymore. I cannot make her love my son if she doesn't love him. And so I have to think about my three grandchildren and the fact that she's a very loving mother. And I have to go from there. And that's where I'm at in this stage in my life. And he's doing much better than he was. And she was his first love and his only love, and it was a very big adjustment for him. But he's over the worst of it now, I would say. But he still worries tremendously about his children. And sometimes, they have a different philosophy about education, or it might be jobs in the summer, simple things. But there 33 could be problems, and they have to learn to talk it out and… /AT/pa/pdj/es

Documents CIDOB: 15Winner of the Global Talent Award, launched by CIDOB and Banco Sabadell Foundation in the framework of Programa Talent Global.







ABSTRACTThis study offers a comprehensive overview of the Norwegian involvement in the Venezuelan peace process as a facilitator of the peace talks between the Venezuelan government and the opposition. It explains what Norway does as a facilitator (the process), as well as how (approach) and why (characteristics of Norway as a suitable mediator, and possible interests), not only in terms of the characteristics making Norway a suitable facilitator, but also its interests and motivations. The main goal is to draw attention to the importance and the usefulness of soft power tools for the achievement of foreign policy objectives and, in particular, peace-making. The study concludes that, for Norway, mediation as foreign policy is, in general but also in the case of Venezuela, the result of a combination of idealist, value-oriented motivations (humanitarian reasons and international stability), and realist, non-altruistic interests (status and access) arising from its constructed national identity and role conception. 1. INTRODUCTIONSince the early 2010s, Venezuela has been embroiled in a grave economic, political, and humanitarian crisis resulting in institutional disarray that reached critical point in 2017. It was in this year that the constitutional order was broken after Decision 156 of the Supreme Tribunal of Justice in Venezuela, whereby this organ attributed to itself the functions of the National Assembly, the country's legislative organ. Deemed unconstitutional by the political parties with a majority in the National Assembly, this move led to mass protests. The government reacted by calling for a new constitution to be drafted by a newly created Constituent National Assembly which, in August 2017, granted itself powers to pass legislation, thus overriding the National Assembly (Bronstein & Cobb, 2017). This was not recognised by the National Assembly but, in 2018, the Constituent National Assembly went ahead and blocked the participation of the main opposition parties in the presidential elections that year. These elections were rejected by a broad sector of the international community, among them the European Union (EU) and the Lima Group.1From 2017, Norway, with a population of just 5.5 million, has been exploring possibilities in Venezuela for political dialogue between the government of Nicolás Maduro and the opposition, first through the Norwegian Centre for Conflict Resolution (NOREF), an independent foundation that receives funding from the Norwegian Ministry of Foreign Affairs (MFA), and later, after 2019, with direct state involvement. Norway has built an image as a peace broker with its success in processes like the Oslo Accords between Israel and the Palestine Liberation Organisation (PLO), and in the talks between the Colombian government and the Revolutionary Armed Forces of Colombia (FARC). But why did Norway decide to facilitate the peace talks in Venezuela? How does Norway approach peacebuilding in this conflict? This article aims to analyse the causes, process, approaches, and motivations for Norwegian mediation in Venezuela, in order to draw attention to the importance and the usefulness of soft power tools for the achievement of foreign policy objectives and, in particular, peace-making. I therefore explore the comprehensive role of Norway in the Venezuelan peace talks, the background, the process, and Norway's possible interests as a facilitator. I argue that,for Norway, mediation as foreign policy is, in general, but also in the case of Venezuela, the result of a combination of idealist, value-oriented motivations (humanitarian reasons and international stability), and realist, non-altruistic interests (status and access) arising from its constructed national identity and the way it perceives its role as a peace-making nation. As mentioned above, the Norwegian state became officially involved in the Venezuelan conflict in 2019. The domestic situation had come to a head on 23rd January when Juan Guaidó, leader of the opposition and president of the National Assembly, rejected the authority of Nicolás Maduro and declared himself acting president of Venezuela. However, the strategy failed when the military remained loyal to Maduro. Negotiation then became a last resort (NUPI 2020) and Norway began to facilitate negotiations between government and opposition, first in Oslo and then in Barbados, in 2019. These efforts led to further discussion between the parties through 2021 and 2022, in Mexico. In 2022, the war in Ukraine prompted changes in the positions regarding Venezuela of certain actors, notable among them the United States (U.S.) and the EU. As the Spanish Institute of Strategic Studies (Remacha, 2023) points out, U.S. concerns about energy security made it necessary to find a way of guaranteeing the international supply, and Venezuela was (and is) considered to be a strategic source. Contacts between the U.S. and Venezuela were made in 2022, and talks began about removing the sanctions imposed on the country. Given its economic situation, and the presidential elections due in 2024, Venezuela welcomed the rapprochement. If the sanctions were to be removed (at least partially), it was necessary to resume dialogue with the opposition, so in November 2022, negotiations recommenced in Mexico with Norway's mediation. Significant progress was made, and the release of previously frozen international funds was agreed upon (up to 3,000 million dollars earmarked mainly for public health, education, and food), as well as the lifting of some sanctions. Maduro's government is also aware that the 2024 elections should be held according to a model that respects democratic safeguards, with unrestricted participation by the opposition, so that results will be internationally recognised. Venezuela would then be able to resume relations with countries and regions like the U.S. and the EU, thus enabling international investment, particularly in the oil industry, and an improved economic situation (NUPI, 2020). Although the presidential crisis formally lasted until 5th January 2023 when Guaidó's acting presidency was abolished by the National Assembly, the political crisis with the opposition continues to the present day, in November 2023. 1.2. Research goals and objectivesThis study aims to explore the role of Norway as a facilitator in the Venezuelan peace talks, focusing on what it does (the process), how (approach), and why (characteristics of Norway as a suitable mediator, and possible interests). It seeks to demonstrate that, given Norway's national conception as a peacemaker, its strategy in Venezuela expresses a broad foreign policy endeavour that has humanitarian but also reputational and political motivations. More broadly, the importance of soft power tools for state actors to achieve their foreign policy objectives is discussed. Constructivism and Holsti's theory of National Role Conceptions (NRC) help to explain Norway's self-image as a peacemaker, while idealism and realism, together with Touval's "mediation as foreign policy" theory shed light on Norway's use of mediation as a foreign policy tool. Qualitative methods based on analysis of primary and secondary sources, complemented with semi-structured interviews with experts and officials of the Norwegian Ministry of Foreign Affairs, have been used. 1.3. Relevance and justificationNorway is a small country in terms of population but one with a notable ability to influence international affairs thanks to soft power. One of ways it exercises its influence is its internationally recognised image as a peacemaker, evidenced through its involvement in several peace processes. Indeed, since 1993, Norway has been engaged in 11 different peace processes (Norwegian Ministry of Foreign Affairs, 2019) with some major successes but also others that were limited. The case of Norwegian facilitation of the Venezuelan peace talks is studied for two main reasons. First, is its relevance in terms of policy significance, as it is an ongoing process, which leads to questions about why Norway acts as a facilitator, and the possible interests it has in doing so, apart from the goal of peace itself. Second, is the practical reason of the author's knowledge of the three languages relevant for this research (English, Spanish, and Norwegian), which is a valuable asset in terms of good understanding of the information from primary and secondary sources written in the three languages. This is an advantage in the research, as it allows cross-checking of information, and offers a broader perspective on the topic. 2. NORWAY AS A PEACEBUILDING NATIONScholars offer several explanations of Norway's involvement in peace processes arising from international conflicts. The result of a pragmatic foreign policy, it combines idealist and realist elements in a seemingly contradictory policy which, in fact, accommodates different domestic interests and maintains inter-party foreign policy consensus (Riste, 2001; Ekengren, 2022).From a constructivist perspective, the notion of Norway as a nation for peace partly comes from its conception of its role as a small, rich, peaceful state, with a clear focus on human rights and humanitarian assistance (Leira et al., 2007). While it is true that the so-called value-oriented (idealist) diplomacy wasstrengthened, above all in the 1990s, with the increased involvement of Norway in several peace processes, its self-image as a peacebuilding nation has always been present (Leira, 2015). The Norwegian peace activist and later Foreign Affairs Minister, Halvdan Koht (1873-1965), argued in 1902 that, although the fact of its being a small state could limit its flexibility in foreign policy actions, Norway could and should secure its status by promoting peace and development. More than 80 years later, in 1989, Jan Egeland, who would become State Secretary in the Norwegian Ministry of Foreign Affairs from 1990 to 1997, argued that a small, rich country like Norway could be more effective in promoting human rights and peace than old colonial powers or superpowers with their historical baggage and policies based on self-interest and dominance (Sørbø, 2018).Moreover, the notion of status, which is closely linked with the concept of identity, has been prominent in Norway since the nation's beginnings. Leira (2015) describes the pursuit of status as a peace-making nation in the 19th and early 20th century as a way of achieving independence (through moral authority), a means of saving money (as the policy for peace was cheaper than power politics), and as sound realpolitik for a small state. He also refers to the words of Ole Jacob Broch in 1864 when he argued that, when small states need to "engage in the strife of other states", they should do it decisively because, "for them, honour and prestige are even more important than for the greater powers" (Broch cited in Leira 2015, p.22).The role performance of Norway, or itsbehaviour with, and approach to foreign policy actions is, according to Gulbrandsen (2022), influenced by the logic of appropriateness (March & Olsen, 1998), dictated by the image the state has of itself, and constituting a basis for adopting a role in any specific context. In Holsti's view (1970), the main explanation for the role performance of a state arises from policy makers' conceptions of the role of the nation in a system (National Role Conception), but adoption of a role is also influenced by what he calls role prescriptions, which come from the external environment. In this case, if the Norwegian government and the Norwegian people have an image of Norway as a nation for peace, and if the external image they project in other countries is also that of a nation for peace, the logic of appropriateness and the role prescription will dictate that Norway will have to behave as a nation for peace, and thus engage in peacebuilding policy.For Skånland (2010) the Norwegian involvement in peace processes is the result of a discursive construction, amplified by the media, above all after 1993. Media coverage of the Norwegian involvement in the Middle East peace process gave a very positive picture of Norway in general, an image that was strengthened thanks to the perceived successes in the peace processes of Sri Lanka, Guatemala, and Mali. All this crystallised into three main discursive constructions: (1) the decisive significance of the Norwegian contribution for the outcome of peace processes, (2) the importance of peace promotion as a foreign policy tool, and (3) Norway's distinctive approach for peace promotion.Other authors emphasise Norway's peace engagement efforts from a more realist perspective and, in particular, as a policy instrument in its own right (Touval, 2003). Some, like Matlary (2002) argue that mediation is used as an institutionalised strategy for dealing with some of the challenges of being a small state, as well as for promoting Norway's interests in the international arena, and having some influence in international relations. As Stokke (2014) notes, although it has a small population, Norway has a disproportionate importance in other areas (fishing, oil and gas, shipping etc.), thus implying interests beyond its borders as well as influence in other domains because of this prominence. According to Matlary (2002), some Norwegian interestsidentified from a realpolitik standpoint are security (addressed through NATO), economic interests vis-à-vis the EU, access to political decision-making power in the EU and, outside the West, considerable economic interests in oil prices and oil export. Matlary, who collected data through a series of anonymous interviews with diplomats and politicians, alludes to the effects of value-oriented diplomacy in matters of matters and concludes that, apart from a good image and profile, what value-oriented diplomacy provides is access to other arenas where one needs the best possible entry. Her interviewees referred, above all, to access to the leaders of the U.S. Department of State through the policy of peace engagement, especially in the Middle East and, to a much lesser extent, to leaders of EU states. However, she says, it was difficult to collect specific insights into the effects of such access, a perspective shared by Stokke (2010, p.166) who argues that "the extent and manner in which recognition is translated into international influence is complex and may vary from one policy field to another and between different arenas of international relations. This means that it is notoriously difficult to detect and measure the direct benefits from peace engagement". Finally, another interesting perspective is that provided by Neumann (2011). For him, the peace and reconciliation efforts of medium and small countries are a means to maintain a system with which they are reasonably satisfied, because they are not as well equipped as bigger powers to deal with other (more violent) types of conflict resolution methods, and he refers specifically to the institutionalisation of peace and reconciliation efforts by Norway.To conclude, Norway's peacebuilding policy may be understood as apparently idealist (value-oriented diplomacy) and based on a self-image as a nation for peace, which includes both idealist (moral responsibility) and realist (influence in the international arena and security) motivations. Until now, there have been no major conflicts between those two angles (Stokke, 2014), but in an increasingly polarised world, it is becoming more and more difficult for Norway to maintain a balanced policy in peacebuilding processes. 3. THEORETICAL FRAMEWORKThis study draws on the theory of constructivism to explain Norway's national role conception and considers the notions of idealism and realism to explain mediation as its foreign policy. A theoretical framework based on such apparently antagonistic ideas is, perhaps, not very common but, as Barkin (2003) puts it, a constructivist epistemology and a classical realist theory are, in fact, compatible and, moreover, this kind of framework can be useful in International Relations (IR) theory, as it can specify the relationship between the study of power in IR and the study of IR as social constructions. Indeed, constructivism and perceptions can—and are—often applied to fulfil or justify realist objectives and policies.For the purposes of this study, I consider that mediation as foreign policy is a result of idealist (value-oriented) and realist (power) motivations arising from a constructed national identity and role conception.3.1. Constructivism and national role conceptionFor Barnett (2018), constructivism as an international relations social theory is "concerned about how to conceptualise the relationship between agents and structures, but it is not a substantive theory" (p.88). The basic premise is that the world is socially constructed, which means that "social reality is a product of human consciousness. Consciousness is created and constituted through knowledge that shapes meaning and categories of understanding and action; such knowledge and meanings can be institutionalised in social life; and this institutionalisation, in turn, shapes the construction of social reality" (p.88). These categories shape not only external reality but also its actors, which is an indicator of the importance of the social construction of interests and identity. For example, Norway's identity may shape its national interests, and one of those interests might be security, but the concept of security and how it can be achieved may be linked to Norway's identity.National Role Conceptions, a concept first developed by Holsti (1970), is defined as "the policymakers' own definitions of the general kinds of decisions, commitments, rules, and actions suitable to their state, and of the functions, if any, their state should perform [...] in the international system" (p. 245-246). These are, as mentioned in section 2, the main explanation for the role performance of a state, understood by Holsti as the "general policy behaviour of governments" (p. 245). Role performance is also influenced by what he calls role prescriptions, which come from the external environment and have, as some of their sources, system-wide values, the structure of the international system, and the traditions, rules and expectations of states expressed through various legal instruments (p. 246).The notion of national role conception is related to that of politics of identity, which, in Aggestam's words (1999), is a set of ideas that policymakers use to create a sense of solidarity and cohesion and thus to legitimise general trust in a nation's foreign policy. She argues that speeches sometimes reveal subjective we-feelings of a cultural community related to territory, myths, rituals, institutions, and customs, and she refers to the "institutionalisation" of national identity, which makes identity constructions relatively resistant to change. Moreover, citing March & Olsen (1998), she indicates that certain practices and rules of behaviour that legitimise and explain specific identity constructions are reinforced by such institutionalisation.The starting point of the present study is, therefore, the idea that Norway's national role conception is that of a small, rich, peaceful, democratic state, whose official discourse in peace engagement, especially since the 1990s, emphasises its altruistic contribution as a "peaceful nation that has the values, competences and economic resources" for such an endeavour, but whose work is also "beneficial for Norway's own interests" (Stokke, 2014, p.8).3.2. Idealism, realism, and mediation as foreign policyThere is no generally accepted definition of idealism because there is no settled ontology of the term but, according to Wilson (2012), it generally refers to any goal, idea, or practice that is considered impractical from a state perspective, for example the prohibition and disarmament of nuclear weapons, or global eradication of poverty. In IR it is normally used in both the broad and narrow senses. Broadly speaking, idealism seeks to transcend anarchy to create a more harmonious world order while, in the narrow sense, it is a doctrine tied to the inter-war period (1919-1939) and seen as emphasising the growing interdependence of mankind. I shall focus on the first meaning, which refers to "an approach to international politics that seeks to advance certain ideals or moral goals, for example, making the world a more peaceful or just place" (Wilson, 2019).Realism is a substantive theory of IR that considers states to be the main actors in the international arena, and mainly concerned with the pursuit of their own national interests, security, and struggle for power. Realists view the international arena as a sphere without justice, and with active or potential conflict among its members. They show scepticism about the relevance of ethical norms (Stanford Encyclopedia of Philosophy, 2017). This theory has a variety of ramifications but in this study I consider, first and foremost, classical realism because, although idealism is usually heavily criticised by realists, according to Barkin (2003), classical realism perceives the art of international politics as "the practical balancing of the demands of power on the one hand and morality on the other—a dialectic between power and morality [...]. Idealism, for the classical realist, is necessary to inform our actions and underlie our interests in the pursuit of international politics, but realism will always remain a necessary part of relations among states" (p.333). Also relevant is the perspective of neoclassical realism because, while classical realism focuses on the system-level factors, neoclassical realism considers domestic-level factors as variables that can shape foreign policy, which is highly pertinent if NRC theory is used to explain Norway's behaviour in the international arena. Neoclassical realism considers that "objective reality exists, but decision making is impaired by uncertainty and the complexity of the environment" (Rathbun, 2008, p.296).According to Touval (2003), mediation as foreign policy needs to be understood as a policy instrument, as distinct from mediation theory. He argues that it derives from the mediator's perception of the international system, its foreign policy objectives and strategies, and domestic needs. I would also argue that it stems from the mediator's own national role conception and self-perception. Touval (2003) considers that ending a conflict is no longer the main concern of the mediating state, but only a part of a broadly conceived foreign policy as the mediation is also shaped by affairs that are external to the conflict. He highlights three issues arising from a state's international and domestic concerns: (1) mediation is perceived by the public and the officials engaged in it as a moral obligation, which is seldom criticised; (2) foreign and domestic motivations, apart from being an incentive for states to engage in mediation, also shape their strategies and tactics of the mediation; (3) the mediation is evaluated not only in terms of settlement of a dispute, but also the primary goals motivating the mediation. Beriker (2017) offers an expanded perspective of Touval's work, arguing that once mediation is proven to be a viable foreign policy tool, engaging in mediation enables medium-sized powers to create a political space that otherwise would not be available. 4. METHODOLOGYThis study is both descriptive and explanatory, as it inquires more deeply into the events as well as exploring why and how Norway became involved in the Venezuela peace process from 2017 to May 2023. In a deductive approach, existing theories —NRC, mediation as foreign policy, idealism, and realism— are drawn on to explain Norway's behaviour in its peacebuilding policy. The epistemology used is empiricism, since the focus is explanation rather than interpretation, and the ontology is pragmatist because, while the world is understood as existing independently from social actors, the influence of these actors to shape social realities should also be taken into account, together with the fact that, in some cases, this may affect realities existing independently of them.The methods are qualitative, as information provided with quantitative methods would be too superficial for a study that seeks to determine the existence and the characteristics of Norway's engagement in the Venezuelan peace process. The analysis is primarily based on a range of online primary and secondary sources, including government reports, memorandums of understanding, recorded interviews, articles, and academic publications. I consulted these sources, first, for better understanding of the issues and to organise this material around the research question, as well as to identify possible gaps of knowledge. I then conducted semi-structured interviews, with an official from the Norwegian MFA (Ministry of Foreign Affairs) and a Norwegian academic, to fill some of the previously identified knowledge gaps, to record their perceptions, and to triangulate the documentary information thus gathered.The first interview, conducted by videoconference on 2 August 2023, was with Professor Benedicte Bull, from the University of Oslo and, inter alia, president of the Nordic Institute for Latin American Studies, whose research has been focused on Venezuela in recent years. The second was with David C. Jourdan, who coordinates the Norwegian MFA's facilitation team in the Venezuelan peace process. This interview was conducted in Oslo on 8 August 2023. Both Bull and Jourdan have given their consent to use their names in the present study. NOREF was also contacted but stated that it could not give interviews on the Venezuelan peace process. 5. ANALYSIS AND DISCUSSION5.1. Norwegian involvement in the Venezuelan peace processNo official documentary information about the specific manner Norway engaged in the Venezuela conflict during 2017 and 2018 has been found, apart from the mere fact stated in the NOREF website that it was engaged in talks on the conflict in those years. According to its strategic plan 2019-2023, NOREF is a "non-state actor that is able to complement formal Norwegian peacemaking efforts [... and] build directly on the Norwegian tradition of informal conflict resolution". This makes it possible "to support formal peace processes (track I), and informal back-channel conflict diplomacy (track 1.5 and 2)" (NOREF, 2019). This institution has a permanent staff of professionals, experts in conflict resolution, and is governed by a board whose director is appointed by the Norwegian MFA, and whose members come, in general, from different areas of the public sector. In the interview with David C. Jourdan of the Norwegian MFA (2023), he confirmed that NOREF's engagement consists of track 2 approaches. Moreover, he stressed that, although NOREF receives public funds and works closely with the Norwegian state, it is a separate, independent institution. Norway's involvement in the peace process after 2019, when it became public, is described in some detail below. 2019: the first official talksAccording to the Norwegian MFA (2023), Norway has been involved in Venezuela since 2018. However, it was only in May 2019 that talks between the Venezuelan parties, facilitated by Norway, first became public. In this early stage, the negotiations between the delegations of Nicolás Maduro and Juan Guaidó lasted until August 2019, and although significant progress was made, no agreements for solving the political conflict were reached. However, the Norwegian MFA (2023) stresses that these negotiations were a stepping-stone for further talks between the parties, which signed a collaboration agreement in June 2020, with the objective of using frozen funds in the U.S. for a joint response to the COVID-19 pandemic, with support from the Pan American Health Organisation. Several newspaper articles describing the negotiations during that year provide additional information that has been used in this study.In May 2019, Juan Guaidó sent a delegation to Oslo to participate in exploratory talks with representatives of Maduro's government to try to find a solution to the political crisis the country had faced since Guaidó declared himself acting president of Venezuela at the beginning of that year (NRK, 2019a), information that was confirmed by Jorge Valero, Venezuela's ambassador to the UN in Geneva, and the UN spokesperson in New York, Stephane Dujarric. The Norwegian Broadcasting Corporation (NRK) reported the talks for the first time on 15 May but, according to an anonymous source, this was the second time that the parties had been in Oslo, and negotiations had previously been taking place in Cuba.Shortly afterwards, on the night between 16 and 17 May, the Norwegian Ministry of Foreign Affairs issued a press release confirming that there had been contacts between key political actors in Venezuela as a part of an exploratory phase aiming to find a solution to the country's situation. The Maduro government representatives present at the talks were Héctor Rodríguez, governor of the province of Miranda, and Jorge Rodríguez, minister of Communication. The opposition representatives were Gerardo Blyde, member of parliament, and Fernando Martínez Mattola, who had been minister during the government of President Carlos Andrés Pérez.In the last week of May 2019, the Norwegian minister of Foreign Affairs confirmed that the parties would travel again to Oslo during the following week to continue with the process (NRK, 2019b). Almost at the same time, Juan Guaidó insisted that the meetings in Oslo were not part of a dialogue or negotiation, but a mediation in Norway (El Nacional, 2019). According to Voice of America/Voz de América (VOA) (2019a), Nicolás Maduro appeared a few days later on the Venezuelan public TV channel after the opposition declared that the conversations in Oslo that week had ended on 29 May without any agreement being reached. Maduro stated that conversations had been taking place in secret during the three previous months, that he was proud of his delegation, and that dialogue with the opposition had been constructive. Moreover, he insisted on his wish to find a peaceful solution for Venezuela. Indeed, VOA pointed out that Dag Nylander, a Norwegian diplomat who would become chief facilitator of the Venezuelan peace process, had been travelling to Caracas and meeting with the political actors involved in the crisis since January 2019.The peace talks resumed one month later in Barbados. On 11 July 2019, after three days of conversations, Norway announced that the negotiations would continue (Reuters, 2019). Yet, only a few weeks later, the Maduro government withdrew from the talks when the U.S. president, Donald Trump, announced his decision to block U.S. citizens from engaging in business in Venezuela and to freeze the country's assets in the U.S. According to the Venezuelan government, this had been instigated by Juan Guaidó, while the opposition accused the government of reneging on its commitment to dialogue. Norway's facilitator, Dag Nylander, took note that the planned meetings would not take place and emphasised Norway's role as a facilitator acting at the request of the parties and planning the meetings according to their availability. He added that the facilitation process would continue as long as the parties wished, and provided that there was a realistic position on a solution in the best interests of the Venezuelan people (VG, 2019).According to Bull (2023), Norway, as the facilitating country, was displeased when the talks went public in May, believing that this was premature and that it would complicate the peace process. She also stresses that the Trump administration had no clear strategy for ending the conflict and that, when the U.S. sanctions were announced, there had not been any proper coordination with Norway. She also notes that mentions of the U.S. seem to refer to a single homogeneous actor, when the reality is that there are many actors involved, among them the Pentagon and the Department of State, and these actors may work in different directions, sometimes disrupting a given policy. The Norwegian MFA (2023) confirms it was not aware of the U.S. sanctions that were announced in early August 2019. Both parties and facilitator were taken by surprise.2021: The signing of a Memorandum of Understanding and negotiation rounds in MexicoA year and a half later, in March 2021, new exploratory talks began after the Biden administration's position on Venezuela allowed the parties to negotiate a Memorandum of Understanding (MoU), which led to the launch of a new negotiation process, starting in August that year. On 5 August, the Mexican President, Manuel López Obrador confirmed that Mexico would host talks between the government of Venezuela and the opposition (Reuters, 2021) and, a few days later, the Norwegian government confirmed its involvement with a tweet (Ministry of Foreign Affairs, 2021a). The new negotiation process was launched in Mexico City on 13 August, with Dag Nylander as chief facilitator, Jorge Rodríguez representing the Venezuelan (Maduro's) government, and Gerardo Blyde representing the Unitary Platform (the opposition). A MoU —which I refer to in more detail in section 5.3— was released, defining the objective, agenda, method, and composition of the negotiation team. The Norwegian minister of Foreign Affairs, Ine Eriksen Søreide, declared in a press note that the parties were ready to negotiate constructively and that, in the process, they would consult members of civil society as well as political actors. She also noted that there was mutual agreement on the sensitive nature of the negotiations, which was necessary for giving the parties space to make progress (Norwegian MFA 2021b).A second round of negotiations took place at the beginning of September 2021. The parties released a joint statement reporting that two agreements had been reached, the first being to act jointly in the claim of Venezuelan sovereignty over Guyana Esequiba, and the second, a "partial agreement on the social protection of the Venezuelan people". The parties conveyed that the points to be addressed in the following round of negotiations would be "respect for the Constitutional Rule of Law", protection of the national economy, and measures for the social protection of the Venezuelan people.Between the second and the third rounds of negotiation, Erna Solberg, the Norwegian Prime Minister, spoke at the UN General Assembly on 21 September, referring to Venezuela as a country where human right violations were occurring. Her comment was criticised by Dag Nylander as it could, he said, damage the credibility of Norway's role. In a tweet on 25 September, the MFA reaffirmed its commitment as an impartial facilitator in the negotiations and declared that the statement in the UN should not be interpreted as being inconsistent with that (NRK, 2021). The Venezuelan government responded to this diplomatic hitch with a slight delay in proceedings when its representatives arrived one day late at the negotiation round scheduled in Mexico from 24 to 27 September, but which finally took place after 25 September (Euronews, 2021).After this third round of negotiations, the parties released a new joint statement, focused this time on the issue of inclusion and, specifically, on the need for a gender focus in the negotiations, identification of inclusive consultation mechanisms for political and social actors, and condemnation of xenophobic attacks on Venezuelan migrants that had recently occurred in Chile. According to an article by Diego Santander in the Spanish newspaper El Mundo (2021), this third round was so fraught with problems that no specific agreements were reached. Maduro's delegation insisted on its plans to include Alex Saab in the negotiation. Saab, a Venezuelan businessman, was accused of being Maduro's front man, and a key figure in the international economic and financial activities to circumvent the U.S. economic sanctions against his government. However, Saab had been arrested for money laundering in June 2020 in Cabo Verde and was extradited to the U.S. on the weekend of October 16.Negotiations, set for 17 October, were suspended on 16 October when the Maduro government decided not to participate in the next round of negotiations, because of Saab's extradition, which Jorge Rodríguez referred to as a "kidnapping" as it had been carried out "without a warrant and without due process" and accused the U.S. of trying to prevent the dialogue (Gilbert, 2021). The Norwegian government then tweeted that it was still convinced that the negotiations were the only solution for Venezuela, and that it would keep working to encourage the parties to continue (Norwegian MFA, 2021c). In Bull's opinion (2023), while the U.S. system may have its faults, the legal proceedings are independent from political powers so, on that occasion, there was little that U.S. politicians could do to stop the extradition.2022 — 2023: talks after the beginning of the war in UkraineIn March 2022, a new chapter of the dialogue began after the Russian invasion of Ukraine. A U.S. delegation formed by members of the Department of State visited Caracas to meet with the Venezuelan government and discuss an eventual isolation of Vladimir Putin. Some analysts also indicated that Venezuela was seen as a possible alternative oil supplier if the U.S. opted to restrict oil exports from Russia, which meant that removal of the sanctions on Venezuela could be considered (VOA, 2022a). Indeed, in May 2022, the U.S. announced that economic sanctions against Venezuela would be eased as a gesture in favour of reactivating the dialogues and also allowing the U.S. company Chevron to negotiate potential future activities with the state-owned oil and natural gas company PDVSA (Agobian, 2022). According to the Norwegian MFA (2023), these actions were a catalyst for the reactivation of the negotiations.Immediately after the announcement, Jorge Rodríguez and Gerardo Blyde met to discuss renewal of the talks (Ocando Alex, 2022a) but, by the end of May, according to Reuters, the Venezuelan government had demanded the withdrawal of Norway as a facilitator, and the presence of Russia (formally an accompanying country in the negotiations after 2021) as conditions for reactivating the negotiations. However, convinced that the Norwegians were their only guarantee for a successful process, the opposition disagreed (Oré, 2022). Bull (2023) specifies that the stance of the Venezuelan government might have been because it saw Norway as taking an excessively "pro-allies" position after the start of the war in Ukraine. She adds that Norway prefers to involve Russia and other big powers in the negotiations rather than excluding them, as they would provide legitimacy to the Mexico talks as the only acceptable platform for solving the Venezuelan political crisis. When interviewed, David C. Jourdan of the Norwegian MFA (2023), made it clear that Norway was never asked to relinquish its role as facilitator. Management of the process resides with the parties, which have remained committed to the MoU that names Norway as the facilitating country.On 21 and 22 June 2022, the Norwegian government held the Oslo Forum, an annual retreat focused on conflict mediation and peace processes. Around 100 conflict mediators, experts, peace process actors, and high-level decision makers from around the world gathered at Losby Gods Manor with the goal of sharing their experience on conflict resolution and peace diplomacy (Norwegian MFA, 2022). Among the peace process actors who attended the Oslo Forum were Jorge Rodríguez and Gerardo Blyde. A Norwegian source told VOA (2022b) that it was "probable" that the conversations would be initiated again, but "not immediately".On 14 September 2022, a group of 18 countries from the Americas and Europe agreed to call upon Maduro and the opposition to urge a resumption of the negotiations in Mexico (Ocando Alex, 2022b).Official negotiations began again on 26 November 2022. This time, a joint statement was issued indicating that the main agenda of the meeting would be social protection of the people. A partial agreement was reached, in which the measures agreed upon were: 1) creation of an organism to implement specific actions and programmes for the social protection of the Venezuelan people (Mesa Nacional de Atención Social, or MNAS); 2) creation of an organism auxiliary to the MNAS to evaluate its processes and the effects of implementation of the measurements adopted; 3) definition of the social areas which, requiring the most urgent attention, needed to be addressed through specific programmes, in particular the public health system, the national electrical system, development of the World Food Programme, educational infrastructure, and rebuilding of the infrastructure damaged as a consequence of the torrential rains in the latter half of 2022; 4) requesting from the UN support for the design and creation of a fund for social support of the Venezuelan people; 5) identification of frozen assets belonging to the Venezuelan state that might be progressively accessed and incorporated into this fund; 6) creation of a commission to assess and verify implementation of the agreement.After this meeting, the negotiations stalled again when the Venezuelan government accused the opposition of not complying with the agreement reached but, mainly and above all, because the frozen US$3,000 million that were to be incorporated into the Fund for the Social Protection of the Venezuelan People had not yet been released (August 2023). According to Maduro, this was a condition sine qua non for resuming the talks. The Colombian president, Gustavo Petro, organised a conference on 25 April 2023 in Bogotá, with representatives from numerous countries to discuss the Venezuelan situation. The shared positions of the Venezuelan government and the opposition were explained to the international community, in particular regarding the removal of sanctions, free elections, and reactivation of the peace talks. One of the shared positions for renewal of the talks was that of establishing the Fund for the Social Protection of the Venezuelan People (Ramírez Vargas & Alcalde, 2023). The message that came out of the Venezuela Conference of Bogotá was very clear: the UN trust fund for Venezuela should be set up as swiftly as possible. According to a Reuters report by Spetalnik, Sequera and Armas (2023), on 19 May the Biden administration notified the UN that the money could operate within the U.S. financial system, and that there would be no risk of creditors seizing it to repay the outstanding Venezuelan debt. Accordingly, the UN-administered fund could have been operative at the end of May 2023. However, the decision to establish the trust fund ultimately lies with the UN Secretariat in New York and some insiders allude to the complexity of the process involved and stress that establishing the fund depends on a number of factors. As of late August 2023, it had not been established by the UN. 5.2. Norway's distinctive approach to peace diplomacyIn an interview for the Centre of Humanitarian Dialogue, when asked about the distinctive approach of Norwegian diplomacy in international conflicts, Dag Nylander (2020) identified four main elements: (a) collaboration with Norwegian and international NGOs, (b) low-key diplomacy, (c) long-term commitment, and (d) the ability to make quick decisions.[5] In this section, these four elements will be briefly discussed.Norway's distinctive approach to its engagement in peace processes and with non-state actors was defined after the decentralisation of its foreign policy in the early 1990s. Humanitarian assistance and development policies called for closer cooperation between the Norwegian MFA and non-governmental actors and, according to Lehti (2014), this approach was extended to the area of peace-making. In the 1990s the Ministry responded positively to proposals and initiatives from various NGOs and well-connected individuals with regard to conflictive areas. The range of actors involved in peace-making was broadened, and Norway was then able to act beyond the bounds of government-centred diplomacy with a distinctive, more informal approach to peace diplomacy. Ann Kelleher and James Taulbe (2006) refer to this approach as "Track I½ Diplomacy", understanding Track I diplomacy as that with official representatives of governments and Track II diplomacy as that involving unofficial representatives and sectors of the civil society. An important feature of the collaboration between the state, NGOs and research institutions is that it is extensively funded by the state (Bandarage, 2011). Indeed, some Norwegian NGOs receive more than 90% of their funding from the state which, in Kelleher's view (2006), almost makes them quasi-governmental organisations.As for low-key diplomacy, Nylander (2020) affirms that activities pertaining to peace diplomacy rarely appear in the news, and that they are discreet and unnoticed, often with the involvement of low-level and mid-level diplomats, an approach that allows flexibility in seeking opportunities and in dealing with problems with relative freedom.Norway's long-term commitment to peace diplomacy is based on a broad political consensus for the promotion of peace and reconciliation. Hence, changes of government will not influence the country's engagement in any given conflict. According to the MFA (2000), the goal is not only ending violence but also support for economic, social, and political processes that lead to durable liberal peace in the country concerned.Finally, the ability of Norwegian diplomats to make quick decisions stems from the smallness of the country, not only in terms of population but also social distance. Dag Nylander (2020) mentions that the distance between a diplomat in the field and the ministry of Foreign Affairs is very short, and that it takes just a quick phone call or a text message, sometimes directly to the Minister, to obtain any clearance that may be needed. 5.3 Norwegian approach to facilitation the Venezuelan peace processNorway's approach to facilitation in Venezuela is consistent with its work in other peace processes. It began with secret talks between the parties (low-key diplomacy) and then, having advanced towards a more public and official format, it was formalised with the MoU signed in Mexico on 13 August 2021. In the MoU, the parties defined the agenda and methods for the talks. David Jourdan of the Norwegian MFA (2023) highlighted the importance of this Memorandum, which contains not only the agenda and format for the negotiations, but also a shared vision of the process and the country.As for the method, it is important to mention that it is based on a "nothing is agreed until everything is agreed" principle (comprehensive approach), although partial agreements can be reached if the parties consider that a subject has been sufficiently discussed and urgent action is required. This was the case with the two partial agreements on the Guyana Esequiba, and Social Protection of the Venezuelan people signed at the end of the talks in Mexico. This approach has its advantages, such as ensuring "big picture" negotiation, but it also comes with the risk the parties can renege anytime on anything they have agreed to. It was first used in other peace processes including Britain-Ireland in 1995, Palestine-Israel, and in Cyprus and Colombia. The Norwegian MFA (2023) emphasises that understanding the needs of the parties and ensuring that they are in charge of the process, has been key to making progress throughout the negotiations. The Venezuelan conflict is political in nature and requires political solutions, and the negotiation process provides a confidential space where the two parties have an opportunity to reconcile their interests. David Jourdan, sharing the MFA's approach to the political process, points out that Norway has probably been a more active facilitator in the Venezuelan negotiations than in other peace processes.An essential point of the MoU is participation, as it establishes mechanisms of consultation for political and social actors. The aim is for the process to be as inclusive and legitimate as possible. However, there is little information available as to whether this is actually the case and David Jourdan (2023) admits that it is not yet possible to speak of results in this area.Moreover, it should be noted that the Norwegian approach to facilitation, based on discretion and confidentiality, is one thing and how the parties actually behave is quite another matter. On more than one occasion, as can be seen in several documents and declarations, the Norwegian government has emphasised the need for the parties to be careful with their public declarations. In an interview with El País in February 2023, Anniken Huitfeldt, Norwegian Minister of Foreign Affairs, wryly acknowledges an anecdote sometimes repeated by high-profile Venezuelan politicians, according to which politicians will normally control themselves in public but, in private, tell someone else what they really think but, in Venezuela, the opposite occurs: what is said in private becomes amplified in front of a microphone (Lafuente 2023). Vicente Díaz, former director of the Venezuelan National Electoral Council, who participated in the talks held in the Dominican Republic, Oslo, and Barbados says that, since the process in Mexico was "very public" (as occurred in the Dominican Republic), it created difficulties for the parties, since national and international expectations were generated, which meant that more attention was given to audiences than to the talks (openDemocracy 2022). 5.4 Norwegian interests in VenezuelaIn this section and in keeping with the theoretical framework described above, I discuss four possible reasons for Norway's mediation in the Venezuelan conflict: (a) peace and stability (value-oriented diplomacy), (b) reputation, (c) political interests, and (d) economic interests.Value-oriented diplomacy focused on peace promotion makes sense for Norway, a country whose identity as a peaceful country and peace broker has existed at least since the late 19th century. Those values are so widely embedded that a broad political consensus exists among the population over a peace promotion policy, supported institutionally and by an extensive network of non-state actors coordinated by the state. Norway's constructed identity as a peace broker (especially intensified since the 1990s) means that the country acts as such. Moreover, promotion of such values makes even more sense when security has become globalised, and when a conflict in a faraway country can have humanitarian, political, economic, and ecological consequences in distant parts of the world. In this sense, value-oriented diplomacy may acquire realist motivations although, according to Bull (2023), this is discourse that appeared, above all from the 1980s, to justify Norway's involvement in peace processes. One of its proponents was the diplomat and former Labour Party politician, Jan Egeland.Ensuring peace and stability in Venezuela could, for example, (1) help to mitigate the external displacement crisis, which mainly affects neighbouring countries like Colombia and Ecuador as well as the U.S. and others in Europe, with all the humanitarian and economic consequences for those receiving refugees; (2) ensure Venezuela's participation, as a democratic state, in international organisations, thus promoting democratic values and human rights; (3) promote social and economic development in the country, which would create value for its nationals as well as attracting international investment and; (4) finally, through social and economic development, reduce the presence of paramilitary organisations in the country, including the Ejército de Liberación Nacional (ELN), which is involved in drug trafficking. During the interview with David Jourdan (2023), we shared these points and he replied that this may well be so, but that such possibilities could also arise as a consequence of a political settlement that includes the removal of the sanctions. He added that the main reasons for Norway's peace diplomacy are the goals of preventing and reducing human suffering, as well as contributing to peaceful societies and stability.Peace diplomacy does not give rapid results (when it actually gives results), but Norway sees it as a policy consistent with its values, and as one whose long-term effects are sufficiently relevant as to justify investment in it.When it comes to image and reputation, Norway's approach on peace has been used as a public diplomacy branding tool, together with the country's natural environment and gender equality, to solve one of the image problems of small countries: invisibility.Indeed, discretion and a low profile do not necessarily mean invisibility, and as long as the right aspects of Norway's peace diplomacy are emphasised in a public diplomacy strategy —for example its role as a facilitator, an engaged partner, and good multilateralist— the discretion that peace diplomacy requires would not be jeopardised (Leonard and Small, 2003). Success in mediation of the Venezuelan conflict would, of course, be positive for Norway's image as a peace broker, although this constructed image is also enhanced through pertinent media coverage mentioning the Norwegian involvement during the Venezuelan peace process. This can be explained by NRC theory since the Norwegian image is constructed not only through success in a certain process but also through the mediating process itself. To give one example, the Google search "peace talks Venezuela Norway" offers almost 4.85 million results, while the Spanish search with "mediación de paz Venezuela Noruega" offers 1.28 million results. Moreover, when Norway uses the word "facilitation"2 it transfers responsibility for the results to the parties, implying that it has the role of supporting and accompanying them, but it will not be responsible if the parties decide that they do not want to continue with the process. This safeguard for Norway's image as a peace broker applies to the Venezuelan case.Political influence has also been identified as one of Norway's possible interests. As Matlary (2003) notes, access to key international actors can result from Norway's engagement in peace processes, including in the case of Venezuela, especially in a context of international energy insecurity, and political tensions due to the high-profile conflict between Russia and Ukraine. In my interview with David Jourdain (2023), "close dialogue with key international stakeholders" together with increased political capital were mentioned as benefits that Norway could reap by engaging in Venezuela. He also pointed out that one of the key features of this conflict is the importance of the U.S. as an actor with the capacity to contribute to the outcome of the peace process.The U.S. is now particularly concerned to find new energy suppliers, and ensuring political stability in Venezuela could provide international legitimacy for oil and gas transactions with its government. Giovanna de Michele, internationalist lecturer at the Central University of Venezuela, told VOA that the best way to extract oil from Venezuela would be through U.S. companies, but the sanctions would have to be eased if this was to happen (Ramírez Vargas & Alcalde 2023). Norway offers an internationally recognised platform for making this possible: the talks in Mexico. It could therefore be a key actor in helping to resolve the political crisis in Venezuela while also supporting an ally, which would contribute to its status as a reliable partner of the U.S. However, as Matlary notes, it is difficult to quantify or define the scope of the access Norway gleans from its peace policy.Finally, with regard to economic interests, there are currently no Norwegian state-owned companies operating in Venezuela, although they can be represented through the investments of the Norwegian National Pension Fund3 in foreign companies that do operate in the country, for example, some Colombian companies, among them Bancolombia, Banco Popular, Banco Davivienda, and Cementos Argos. And, at the beginning of 2023, Ecopetrol, which is financed by Norfund, asked the U.S. for permission to negotiate with the state-owned company PDVSA to explore gas imports from Venezuela to Colombia (Quesada 2023). Among Norwegian investments in the U.S. are Chevron and Occidental Petroleum Corp, and the U.S. has recently given permission to Chevron to negotiate with the PDVSA and, at the end of 2022, a United Nations Commission on International Trade Law (UNCITRAL) court found that Venezuela was liable for discriminatory conduct in its payment of dividends from an oil and gas venture and ordered Venezuela to pay US$105 million to a Barbadian subsidiary of Occidental Petroleum Corp (Ballantyne 2022). If an improved political situation in Venezuela increases the revenues of these companies, it could also be positive for Norwegian investments.It should be added that, until 2021, Statoil (later Equinor), the national oil company of Norway, was present in Venezuela where it invested more than one billion dollars between 1995 and 2013 and participated in the Sincor heavy crude oil project with Total and PDVSA. However, due to concerns about the workforce and practical difficulties, Equinor pulled out of the project and transferred its 9.67% participation to CVP, a subsidiary of PDVSA, although it did keep its 51% stake in the exploration license of block 4 on Plataforma Deltana off Cocuina(Øye Gjerde, n.d.). Accordingly, Equinor participation in Venezuela is currently on hold but a greater presence in Venezuela of Norwegian companies, in particular from the oil and gas sector is possible if the country's situation improves.To sum up, although economic links between Norway and Venezuela do exist, they would seem to be limited and not sufficient to explain Norway's participation as a facilitator in the Venezuelan peace process. 6. CONCLUSIONSThe core question of this study is why and how does Norway facilitate the Venezuela peace talks? The results suggest that, for Norway as a facilitator of the Venezuelan peace process, the main goals of mediation-as-foreign-policy are humanitarian, security (better understood as promoting stability in the region), projection of its image as a peaceful nation and a peacemaker, and of its status vis-à-vis key international actors (especially the U.S.).All these goals can be explained through the Holsti's theory of National Role Conceptions (NRC) and Norway's own role prescription as a small, democratic, and peaceful nation, which means it would promote these values through altruistic (idealist) and non-altruistic (realist) actions and perspectives.Interestingly, economic factors do not seem to play a major role as a mediation-as-foreign-policy objective. The economic ties between Norway and Venezuela are presently not significant and, thanks to the diversification of the investment portfolio of the Norwegian National Pension Fund, Venezuela only represents a very small part of Norwegian economic interests.It is therefore relevant to consider the importance of constructivist aspects such as national values and self-conception in shaping the foreign policy of small countries, despite the apparent predominance of realpolitik aspects in an international context of increasing competition. These constructivist aspects offer key information for understanding and explaining the behaviour of small countries and should not be overlooked.Besides, it is worth reflecting on the definition of a mediation success in real, and in mediation-as-foreign policy terms. In the real sense, mediation is successful when it produces long-term reconciliation between the parties, in the eyes of a domestic audience while, for an audience external to the conflict, mediation may be successful simply when a peace agreement between the parties is signed. Meanwhile, for the mediating country or its allies, a mediation is deemed effective when foreign policy objectives are achieved. The approach used by Norwegian mediators in the Venezuelan process is similar to that of previous peace processes. It starts with the organisation of secret meetings and then advances towards a more public and official format. However, some distinctive traits of this peace process have been (1) a somewhat more active role of Norway as a facilitator when compared to other peace processes, (2) the weighty influence of the U.S. in causing setbacks or advances in the negotiations , and (3) premature publicity of this process, when the parties have been too eager to share their views with the press and the public, which may have been an obstacle for achieving progress. Despite these challenges, as of November 2023, Norway has continued to honour its long-term commitment to achieving a peaceful solution to the Venezuelan conflict.This study has created a first timeline of the Norwegian involvement in the Venezuelan peace process by means of consulting information in primary and secondary sources and, when relevant, adding further details obtained in interviews with two experts. This timeline provides an overview of the main milestones of the peace process while highlighting Norway's role as a facilitating country. Possible reasons for its engagement in the Venezuelan peace process have been identified. At a tactical level, the moral and security elements seem to be a high priority for people working in the field. These actors have considerable expertise in conflict resolution and perform their duties diligently. At a more strategic and state-centred level, besides the moral and security components, attention is given to building political capital by means of offering an attractive image to international stakeholders, especially close allies like the U.S. This is, therefore, an excellent example of the importance of peace diplomacy as a soft power tool for a middle-level country like Norway.The limits of the study arise from the nature of an ongoing mediation process. Since silence sometimes carries more weight than words and as discretion is necessary for the process to move forward, only limited information could be directly obtained from relevant actors in the peace talks. In terms of Norway's interests in certain areas, the limits of qualitative methods have not allowed quantification of the importance of each of these interests. The aim of the interviews was to obtain in-depth information that could confirm that such interests exist, and to provide distinctive details that might enrich knowledge of this peace process, rather than quantifying the results. Finally, now that Norway's possible interests as a facilitator have been identified, future research could be addressed at quantifying the weight of each of them in Norway's peacebuilding policy over the last two decades. 7. ReferencesAggestam, Lisbeth. "Role Conceptions and the Politics of Identity in Foreign Policy". ARENA Center for European Studies Working Paper, vol. 99/8 (1999). 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International Studies, vol. 49, no. 3-4, (September 2014), p. 207-231, DOI: https://doi.org/10.1177/002088171453233 Stokke, Kristian. "The Soft Power of a Small State: Discursive Constructions and Institutional Practices in Norway's Peace Engagement". Power, Conflict, Democracy Journal, vol. 2, no.1, (2010), p. 138-173, DOI: 10.22146/pcd.25724 Touval, Saadia. "Mediation and Foreign Policy". International Studies Review, vol.5, no. 4, (December 2003), DOI: https://doi.org/10.1111/j.1079-1760.2003.00504009.x, p. 91–95. The Venezuelan Negotiation Process, Oslo, regjeringen.no (2023) [Date accessed 13.05.2023]: https://www.regjeringen.no/en/topics/foreign-affairs/peace-and-reconciliation-efforts/norways_engagement/venezuela_negotiations/id2674295/ Voz de América. "Diálogo: Opción que Guaidó y Maduro no descartan para salvar a Venezuela". Voz de América, (30 May 2019), (on-line), [Date accessed 12.05.2023]: https://www.vozdeamerica.com/a/venezuela-noruega-negociaciones-para-poner-fin-a-la-crisis-/4936901.html Voz de América. "Tras fracaso en Barbados, Venezuela sigue esperando una solución". Voz de América, (11 August 2019), (on-line) [Date accessed 14.05.2023]: https://www.vozdeamerica.com/a/tras-fracaso-en-barbados-venezuela-sigue-esperando-una-solucion/5037644.html Voz de América. "Funcionarios de EE.UU. viajan a Venezuela y se reúnen con oficiales del gobierno: según medios". Voz de América, (6 March 2022), (on-line) [Date accessed 18.05.2023]: https://www.vozdeamerica.com/a/funcionarios-eeuu-viajaran-venezeula-reunen-oficiales-gobierno-/6472694.html Voz de América. "Gobierno y oposición de Venezuela coinciden en Noruega". Voz de América, (20 June 2022), (on-line) [Date accessed 18.05.2023]: https://www.vozdeamerica.com/a/delegaciones-maduro-dialogo-noruega-/6625220.html Wilson, Peter. "Idealism in international relations" in: Dowding, Keith (ed.) Encyclopedia of Power, Thousand Oaks: Sage Publications, p. 332-333.Notes:1- Originally consisting of 12 Latin American nations and formally created on 8 August 2017, the Lima Group is a multilateral body whose goal is to explore mechanisms for a peaceful solution to the political crisis in Venezuela and restoration of a democratic order (Government of Colombia 2017).2- In this study, I use the terms "mediation" and "facilitation" interchangeably. However, mediation normally involves a formal mandate from the parties of a conflict, covering involvement in both the substance and process of the negotiation, while a facilitator is less directive (Greminger 2007).3- The Norwegian National Pension Fund, the world's largest sovereign fund, has investments in over 9,000 companies in 70 countries (Oljefondet n.d.). Key words: Venezuela, Norway, national role conception, mediation, peacebuilding, foreign policy, conflict resolutionDOI: https://doi.org/10.24241/docCIDOB.2024.15/enE-ISSN: 2339-9570

Documents CIDOB: 15Winner of the Global Talent Award, launched by CIDOB and Banco Sabadell Foundation in the framework of Programa Talent Global.ABSTRACTThis study offers a comprehensive overview of the Norwegian involvement in the Venezuelan peace process as a facilitator of the peace talks between the Venezuelan government and the opposition. It explains what Norway does as a facilitator (the process), as well as how (approach) and why (characteristics of Norway as a suitable mediator, and possible interests), not only in terms of the characteristics making Norway a suitable facilitator, but also its interests and motivations. The main goal is to draw attention to the importance and the usefulness of soft power tools for the achievement of foreign policy objectives and, in particular, peace-making. The study concludes that, for Norway, mediation as foreign policy is, in general but also in the case of Venezuela, the result of a combination of idealist, value-oriented motivations (humanitarian reasons and international stability), and realist, non-altruistic interests (status and access) arising from its constructed national identity and role conception. 1. INTRODUCTIONSince the early 2010s, Venezuela has been embroiled in a grave economic, political, and humanitarian crisis resulting in institutional disarray that reached critical point in 2017. It was in this year that the constitutional order was broken after Decision 156 of the Supreme Tribunal of Justice in Venezuela, whereby this organ attributed to itself the functions of the National Assembly, the country's legislative organ. Deemed unconstitutional by the political parties with a majority in the National Assembly, this move led to mass protests. The government reacted by calling for a new constitution to be drafted by a newly created Constituent National Assembly which, in August 2017, granted itself powers to pass legislation, thus overriding the National Assembly (Bronstein & Cobb, 2017). This was not recognised by the National Assembly but, in 2018, the Constituent National Assembly went ahead and blocked the participation of the main opposition parties in the presidential elections that year. These elections were rejected by a broad sector of the international community, among them the European Union (EU) and the Lima Group.1From 2017, Norway, with a population of just 5.5 million, has been exploring possibilities in Venezuela for political dialogue between the government of Nicolás Maduro and the opposition, first through the Norwegian Centre for Conflict Resolution (NOREF), an independent foundation that receives funding from the Norwegian Ministry of Foreign Affairs (MFA), and later, after 2019, with direct state involvement. Norway has built an image as a peace broker with its success in processes like the Oslo Accords between Israel and the Palestine Liberation Organisation (PLO), and in the talks between the Colombian government and the Revolutionary Armed Forces of Colombia (FARC). But why did Norway decide to facilitate the peace talks in Venezuela? How does Norway approach peacebuilding in this conflict? This article aims to analyse the causes, process, approaches, and motivations for Norwegian mediation in Venezuela, in order to draw attention to the importance and the usefulness of soft power tools for the achievement of foreign policy objectives and, in particular, peace-making. I therefore explore the comprehensive role of Norway in the Venezuelan peace talks, the background, the process, and Norway's possible interests as a facilitator. I argue that,for Norway, mediation as foreign policy is, in general, but also in the case of Venezuela, the result of a combination of idealist, value-oriented motivations (humanitarian reasons and international stability), and realist, non-altruistic interests (status and access) arising from its constructed national identity and the way it perceives its role as a peace-making nation. As mentioned above, the Norwegian state became officially involved in the Venezuelan conflict in 2019. The domestic situation had come to a head on 23rd January when Juan Guaidó, leader of the opposition and president of the National Assembly, rejected the authority of Nicolás Maduro and declared himself acting president of Venezuela. However, the strategy failed when the military remained loyal to Maduro. Negotiation then became a last resort (NUPI 2020) and Norway began to facilitate negotiations between government and opposition, first in Oslo and then in Barbados, in 2019. These efforts led to further discussion between the parties through 2021 and 2022, in Mexico. In 2022, the war in Ukraine prompted changes in the positions regarding Venezuela of certain actors, notable among them the United States (U.S.) and the EU. As the Spanish Institute of Strategic Studies (Remacha, 2023) points out, U.S. concerns about energy security made it necessary to find a way of guaranteeing the international supply, and Venezuela was (and is) considered to be a strategic source. Contacts between the U.S. and Venezuela were made in 2022, and talks began about removing the sanctions imposed on the country. Given its economic situation, and the presidential elections due in 2024, Venezuela welcomed the rapprochement. If the sanctions were to be removed (at least partially), it was necessary to resume dialogue with the opposition, so in November 2022, negotiations recommenced in Mexico with Norway's mediation. Significant progress was made, and the release of previously frozen international funds was agreed upon (up to 3,000 million dollars earmarked mainly for public health, education, and food), as well as the lifting of some sanctions. Maduro's government is also aware that the 2024 elections should be held according to a model that respects democratic safeguards, with unrestricted participation by the opposition, so that results will be internationally recognised. Venezuela would then be able to resume relations with countries and regions like the U.S. and the EU, thus enabling international investment, particularly in the oil industry, and an improved economic situation (NUPI, 2020). Although the presidential crisis formally lasted until 5th January 2023 when Guaidó's acting presidency was abolished by the National Assembly, the political crisis with the opposition continues to the present day, in November 2023. 1.2. Research goals and objectivesThis study aims to explore the role of Norway as a facilitator in the Venezuelan peace talks, focusing on what it does (the process), how (approach), and why (characteristics of Norway as a suitable mediator, and possible interests). It seeks to demonstrate that, given Norway's national conception as a peacemaker, its strategy in Venezuela expresses a broad foreign policy endeavour that has humanitarian but also reputational and political motivations. More broadly, the importance of soft power tools for state actors to achieve their foreign policy objectives is discussed. Constructivism and Holsti's theory of National Role Conceptions (NRC) help to explain Norway's self-image as a peacemaker, while idealism and realism, together with Touval's "mediation as foreign policy" theory shed light on Norway's use of mediation as a foreign policy tool. Qualitative methods based on analysis of primary and secondary sources, complemented with semi-structured interviews with experts and officials of the Norwegian Ministry of Foreign Affairs, have been used. 1.3. Relevance and justificationNorway is a small country in terms of population but one with a notable ability to influence international affairs thanks to soft power. One of ways it exercises its influence is its internationally recognised image as a peacemaker, evidenced through its involvement in several peace processes. Indeed, since 1993, Norway has been engaged in 11 different peace processes (Norwegian Ministry of Foreign Affairs, 2019) with some major successes but also others that were limited. The case of Norwegian facilitation of the Venezuelan peace talks is studied for two main reasons. First, is its relevance in terms of policy significance, as it is an ongoing process, which leads to questions about why Norway acts as a facilitator, and the possible interests it has in doing so, apart from the goal of peace itself. Second, is the practical reason of the author's knowledge of the three languages relevant for this research (English, Spanish, and Norwegian), which is a valuable asset in terms of good understanding of the information from primary and secondary sources written in the three languages. This is an advantage in the research, as it allows cross-checking of information, and offers a broader perspective on the topic. 2. NORWAY AS A PEACEBUILDING NATIONScholars offer several explanations of Norway's involvement in peace processes arising from international conflicts. The result of a pragmatic foreign policy, it combines idealist and realist elements in a seemingly contradictory policy which, in fact, accommodates different domestic interests and maintains inter-party foreign policy consensus (Riste, 2001; Ekengren, 2022).From a constructivist perspective, the notion of Norway as a nation for peace partly comes from its conception of its role as a small, rich, peaceful state, with a clear focus on human rights and humanitarian assistance (Leira et al., 2007). While it is true that the so-called value-oriented (idealist) diplomacy wasstrengthened, above all in the 1990s, with the increased involvement of Norway in several peace processes, its self-image as a peacebuilding nation has always been present (Leira, 2015). The Norwegian peace activist and later Foreign Affairs Minister, Halvdan Koht (1873-1965), argued in 1902 that, although the fact of its being a small state could limit its flexibility in foreign policy actions, Norway could and should secure its status by promoting peace and development. More than 80 years later, in 1989, Jan Egeland, who would become State Secretary in the Norwegian Ministry of Foreign Affairs from 1990 to 1997, argued that a small, rich country like Norway could be more effective in promoting human rights and peace than old colonial powers or superpowers with their historical baggage and policies based on self-interest and dominance (Sørbø, 2018).Moreover, the notion of status, which is closely linked with the concept of identity, has been prominent in Norway since the nation's beginnings. Leira (2015) describes the pursuit of status as a peace-making nation in the 19th and early 20th century as a way of achieving independence (through moral authority), a means of saving money (as the policy for peace was cheaper than power politics), and as sound realpolitik for a small state. He also refers to the words of Ole Jacob Broch in 1864 when he argued that, when small states need to "engage in the strife of other states", they should do it decisively because, "for them, honour and prestige are even more important than for the greater powers" (Broch cited in Leira 2015, p.22).The role performance of Norway, or itsbehaviour with, and approach to foreign policy actions is, according to Gulbrandsen (2022), influenced by the logic of appropriateness (March & Olsen, 1998), dictated by the image the state has of itself, and constituting a basis for adopting a role in any specific context. In Holsti's view (1970), the main explanation for the role performance of a state arises from policy makers' conceptions of the role of the nation in a system (National Role Conception), but adoption of a role is also influenced by what he calls role prescriptions, which come from the external environment. In this case, if the Norwegian government and the Norwegian people have an image of Norway as a nation for peace, and if the external image they project in other countries is also that of a nation for peace, the logic of appropriateness and the role prescription will dictate that Norway will have to behave as a nation for peace, and thus engage in peacebuilding policy.For Skånland (2010) the Norwegian involvement in peace processes is the result of a discursive construction, amplified by the media, above all after 1993. Media coverage of the Norwegian involvement in the Middle East peace process gave a very positive picture of Norway in general, an image that was strengthened thanks to the perceived successes in the peace processes of Sri Lanka, Guatemala, and Mali. All this crystallised into three main discursive constructions: (1) the decisive significance of the Norwegian contribution for the outcome of peace processes, (2) the importance of peace promotion as a foreign policy tool, and (3) Norway's distinctive approach for peace promotion.Other authors emphasise Norway's peace engagement efforts from a more realist perspective and, in particular, as a policy instrument in its own right (Touval, 2003). Some, like Matlary (2002) argue that mediation is used as an institutionalised strategy for dealing with some of the challenges of being a small state, as well as for promoting Norway's interests in the international arena, and having some influence in international relations. As Stokke (2014) notes, although it has a small population, Norway has a disproportionate importance in other areas (fishing, oil and gas, shipping etc.), thus implying interests beyond its borders as well as influence in other domains because of this prominence. According to Matlary (2002), some Norwegian interestsidentified from a realpolitik standpoint are security (addressed through NATO), economic interests vis-à-vis the EU, access to political decision-making power in the EU and, outside the West, considerable economic interests in oil prices and oil export. Matlary, who collected data through a series of anonymous interviews with diplomats and politicians, alludes to the effects of value-oriented diplomacy in matters of matters and concludes that, apart from a good image and profile, what value-oriented diplomacy provides is access to other arenas where one needs the best possible entry. Her interviewees referred, above all, to access to the leaders of the U.S. Department of State through the policy of peace engagement, especially in the Middle East and, to a much lesser extent, to leaders of EU states. However, she says, it was difficult to collect specific insights into the effects of such access, a perspective shared by Stokke (2010, p.166) who argues that "the extent and manner in which recognition is translated into international influence is complex and may vary from one policy field to another and between different arenas of international relations. This means that it is notoriously difficult to detect and measure the direct benefits from peace engagement". Finally, another interesting perspective is that provided by Neumann (2011). For him, the peace and reconciliation efforts of medium and small countries are a means to maintain a system with which they are reasonably satisfied, because they are not as well equipped as bigger powers to deal with other (more violent) types of conflict resolution methods, and he refers specifically to the institutionalisation of peace and reconciliation efforts by Norway.To conclude, Norway's peacebuilding policy may be understood as apparently idealist (value-oriented diplomacy) and based on a self-image as a nation for peace, which includes both idealist (moral responsibility) and realist (influence in the international arena and security) motivations. Until now, there have been no major conflicts between those two angles (Stokke, 2014), but in an increasingly polarised world, it is becoming more and more difficult for Norway to maintain a balanced policy in peacebuilding processes. 3. THEORETICAL FRAMEWORKThis study draws on the theory of constructivism to explain Norway's national role conception and considers the notions of idealism and realism to explain mediation as its foreign policy. A theoretical framework based on such apparently antagonistic ideas is, perhaps, not very common but, as Barkin (2003) puts it, a constructivist epistemology and a classical realist theory are, in fact, compatible and, moreover, this kind of framework can be useful in International Relations (IR) theory, as it can specify the relationship between the study of power in IR and the study of IR as social constructions. Indeed, constructivism and perceptions can—and are—often applied to fulfil or justify realist objectives and policies.For the purposes of this study, I consider that mediation as foreign policy is a result of idealist (value-oriented) and realist (power) motivations arising from a constructed national identity and role conception.3.1. Constructivism and national role conceptionFor Barnett (2018), constructivism as an international relations social theory is "concerned about how to conceptualise the relationship between agents and structures, but it is not a substantive theory" (p.88). The basic premise is that the world is socially constructed, which means that "social reality is a product of human consciousness. Consciousness is created and constituted through knowledge that shapes meaning and categories of understanding and action; such knowledge and meanings can be institutionalised in social life; and this institutionalisation, in turn, shapes the construction of social reality" (p.88). These categories shape not only external reality but also its actors, which is an indicator of the importance of the social construction of interests and identity. For example, Norway's identity may shape its national interests, and one of those interests might be security, but the concept of security and how it can be achieved may be linked to Norway's identity.National Role Conceptions, a concept first developed by Holsti (1970), is defined as "the policymakers' own definitions of the general kinds of decisions, commitments, rules, and actions suitable to their state, and of the functions, if any, their state should perform [...] in the international system" (p. 245-246). These are, as mentioned in section 2, the main explanation for the role performance of a state, understood by Holsti as the "general policy behaviour of governments" (p. 245). Role performance is also influenced by what he calls role prescriptions, which come from the external environment and have, as some of their sources, system-wide values, the structure of the international system, and the traditions, rules and expectations of states expressed through various legal instruments (p. 246).The notion of national role conception is related to that of politics of identity, which, in Aggestam's words (1999), is a set of ideas that policymakers use to create a sense of solidarity and cohesion and thus to legitimise general trust in a nation's foreign policy. She argues that speeches sometimes reveal subjective we-feelings of a cultural community related to territory, myths, rituals, institutions, and customs, and she refers to the "institutionalisation" of national identity, which makes identity constructions relatively resistant to change. Moreover, citing March & Olsen (1998), she indicates that certain practices and rules of behaviour that legitimise and explain specific identity constructions are reinforced by such institutionalisation.The starting point of the present study is, therefore, the idea that Norway's national role conception is that of a small, rich, peaceful, democratic state, whose official discourse in peace engagement, especially since the 1990s, emphasises its altruistic contribution as a "peaceful nation that has the values, competences and economic resources" for such an endeavour, but whose work is also "beneficial for Norway's own interests" (Stokke, 2014, p.8).3.2. Idealism, realism, and mediation as foreign policyThere is no generally accepted definition of idealism because there is no settled ontology of the term but, according to Wilson (2012), it generally refers to any goal, idea, or practice that is considered impractical from a state perspective, for example the prohibition and disarmament of nuclear weapons, or global eradication of poverty. In IR it is normally used in both the broad and narrow senses. Broadly speaking, idealism seeks to transcend anarchy to create a more harmonious world order while, in the narrow sense, it is a doctrine tied to the inter-war period (1919-1939) and seen as emphasising the growing interdependence of mankind. I shall focus on the first meaning, which refers to "an approach to international politics that seeks to advance certain ideals or moral goals, for example, making the world a more peaceful or just place" (Wilson, 2019).Realism is a substantive theory of IR that considers states to be the main actors in the international arena, and mainly concerned with the pursuit of their own national interests, security, and struggle for power. Realists view the international arena as a sphere without justice, and with active or potential conflict among its members. They show scepticism about the relevance of ethical norms (Stanford Encyclopedia of Philosophy, 2017). This theory has a variety of ramifications but in this study I consider, first and foremost, classical realism because, although idealism is usually heavily criticised by realists, according to Barkin (2003), classical realism perceives the art of international politics as "the practical balancing of the demands of power on the one hand and morality on the other—a dialectic between power and morality [...]. Idealism, for the classical realist, is necessary to inform our actions and underlie our interests in the pursuit of international politics, but realism will always remain a necessary part of relations among states" (p.333). Also relevant is the perspective of neoclassical realism because, while classical realism focuses on the system-level factors, neoclassical realism considers domestic-level factors as variables that can shape foreign policy, which is highly pertinent if NRC theory is used to explain Norway's behaviour in the international arena. Neoclassical realism considers that "objective reality exists, but decision making is impaired by uncertainty and the complexity of the environment" (Rathbun, 2008, p.296).According to Touval (2003), mediation as foreign policy needs to be understood as a policy instrument, as distinct from mediation theory. He argues that it derives from the mediator's perception of the international system, its foreign policy objectives and strategies, and domestic needs. I would also argue that it stems from the mediator's own national role conception and self-perception. Touval (2003) considers that ending a conflict is no longer the main concern of the mediating state, but only a part of a broadly conceived foreign policy as the mediation is also shaped by affairs that are external to the conflict. He highlights three issues arising from a state's international and domestic concerns: (1) mediation is perceived by the public and the officials engaged in it as a moral obligation, which is seldom criticised; (2) foreign and domestic motivations, apart from being an incentive for states to engage in mediation, also shape their strategies and tactics of the mediation; (3) the mediation is evaluated not only in terms of settlement of a dispute, but also the primary goals motivating the mediation. Beriker (2017) offers an expanded perspective of Touval's work, arguing that once mediation is proven to be a viable foreign policy tool, engaging in mediation enables medium-sized powers to create a political space that otherwise would not be available. 4. METHODOLOGYThis study is both descriptive and explanatory, as it inquires more deeply into the events as well as exploring why and how Norway became involved in the Venezuela peace process from 2017 to May 2023. In a deductive approach, existing theories —NRC, mediation as foreign policy, idealism, and realism— are drawn on to explain Norway's behaviour in its peacebuilding policy. The epistemology used is empiricism, since the focus is explanation rather than interpretation, and the ontology is pragmatist because, while the world is understood as existing independently from social actors, the influence of these actors to shape social realities should also be taken into account, together with the fact that, in some cases, this may affect realities existing independently of them.The methods are qualitative, as information provided with quantitative methods would be too superficial for a study that seeks to determine the existence and the characteristics of Norway's engagement in the Venezuelan peace process. The analysis is primarily based on a range of online primary and secondary sources, including government reports, memorandums of understanding, recorded interviews, articles, and academic publications. I consulted these sources, first, for better understanding of the issues and to organise this material around the research question, as well as to identify possible gaps of knowledge. I then conducted semi-structured interviews, with an official from the Norwegian MFA (Ministry of Foreign Affairs) and a Norwegian academic, to fill some of the previously identified knowledge gaps, to record their perceptions, and to triangulate the documentary information thus gathered.The first interview, conducted by videoconference on 2 August 2023, was with Professor Benedicte Bull, from the University of Oslo and, inter alia, president of the Nordic Institute for Latin American Studies, whose research has been focused on Venezuela in recent years. The second was with David C. Jourdan, who coordinates the Norwegian MFA's facilitation team in the Venezuelan peace process. This interview was conducted in Oslo on 8 August 2023. Both Bull and Jourdan have given their consent to use their names in the present study. NOREF was also contacted but stated that it could not give interviews on the Venezuelan peace process. 5. ANALYSIS AND DISCUSSION5.1. Norwegian involvement in the Venezuelan peace processNo official documentary information about the specific manner Norway engaged in the Venezuela conflict during 2017 and 2018 has been found, apart from the mere fact stated in the NOREF website that it was engaged in talks on the conflict in those years. According to its strategic plan 2019-2023, NOREF is a "non-state actor that is able to complement formal Norwegian peacemaking efforts [... and] build directly on the Norwegian tradition of informal conflict resolution". This makes it possible "to support formal peace processes (track I), and informal back-channel conflict diplomacy (track 1.5 and 2)" (NOREF, 2019). This institution has a permanent staff of professionals, experts in conflict resolution, and is governed by a board whose director is appointed by the Norwegian MFA, and whose members come, in general, from different areas of the public sector. In the interview with David C. Jourdan of the Norwegian MFA (2023), he confirmed that NOREF's engagement consists of track 2 approaches. Moreover, he stressed that, although NOREF receives public funds and works closely with the Norwegian state, it is a separate, independent institution. Norway's involvement in the peace process after 2019, when it became public, is described in some detail below. 2019: the first official talksAccording to the Norwegian MFA (2023), Norway has been involved in Venezuela since 2018. However, it was only in May 2019 that talks between the Venezuelan parties, facilitated by Norway, first became public. In this early stage, the negotiations between the delegations of Nicolás Maduro and Juan Guaidó lasted until August 2019, and although significant progress was made, no agreements for solving the political conflict were reached. However, the Norwegian MFA (2023) stresses that these negotiations were a stepping-stone for further talks between the parties, which signed a collaboration agreement in June 2020, with the objective of using frozen funds in the U.S. for a joint response to the COVID-19 pandemic, with support from the Pan American Health Organisation. Several newspaper articles describing the negotiations during that year provide additional information that has been used in this study.In May 2019, Juan Guaidó sent a delegation to Oslo to participate in exploratory talks with representatives of Maduro's government to try to find a solution to the political crisis the country had faced since Guaidó declared himself acting president of Venezuela at the beginning of that year (NRK, 2019a), information that was confirmed by Jorge Valero, Venezuela's ambassador to the UN in Geneva, and the UN spokesperson in New York, Stephane Dujarric. The Norwegian Broadcasting Corporation (NRK) reported the talks for the first time on 15 May but, according to an anonymous source, this was the second time that the parties had been in Oslo, and negotiations had previously been taking place in Cuba.Shortly afterwards, on the night between 16 and 17 May, the Norwegian Ministry of Foreign Affairs issued a press release confirming that there had been contacts between key political actors in Venezuela as a part of an exploratory phase aiming to find a solution to the country's situation. The Maduro government representatives present at the talks were Héctor Rodríguez, governor of the province of Miranda, and Jorge Rodríguez, minister of Communication. The opposition representatives were Gerardo Blyde, member of parliament, and Fernando Martínez Mattola, who had been minister during the government of President Carlos Andrés Pérez.In the last week of May 2019, the Norwegian minister of Foreign Affairs confirmed that the parties would travel again to Oslo during the following week to continue with the process (NRK, 2019b). Almost at the same time, Juan Guaidó insisted that the meetings in Oslo were not part of a dialogue or negotiation, but a mediation in Norway (El Nacional, 2019). According to Voice of America/Voz de América (VOA) (2019a), Nicolás Maduro appeared a few days later on the Venezuelan public TV channel after the opposition declared that the conversations in Oslo that week had ended on 29 May without any agreement being reached. Maduro stated that conversations had been taking place in secret during the three previous months, that he was proud of his delegation, and that dialogue with the opposition had been constructive. Moreover, he insisted on his wish to find a peaceful solution for Venezuela. Indeed, VOA pointed out that Dag Nylander, a Norwegian diplomat who would become chief facilitator of the Venezuelan peace process, had been travelling to Caracas and meeting with the political actors involved in the crisis since January 2019.The peace talks resumed one month later in Barbados. On 11 July 2019, after three days of conversations, Norway announced that the negotiations would continue (Reuters, 2019). Yet, only a few weeks later, the Maduro government withdrew from the talks when the U.S. president, Donald Trump, announced his decision to block U.S. citizens from engaging in business in Venezuela and to freeze the country's assets in the U.S. According to the Venezuelan government, this had been instigated by Juan Guaidó, while the opposition accused the government of reneging on its commitment to dialogue. Norway's facilitator, Dag Nylander, took note that the planned meetings would not take place and emphasised Norway's role as a facilitator acting at the request of the parties and planning the meetings according to their availability. He added that the facilitation process would continue as long as the parties wished, and provided that there was a realistic position on a solution in the best interests of the Venezuelan people (VG, 2019).According to Bull (2023), Norway, as the facilitating country, was displeased when the talks went public in May, believing that this was premature and that it would complicate the peace process. She also stresses that the Trump administration had no clear strategy for ending the conflict and that, when the U.S. sanctions were announced, there had not been any proper coordination with Norway. She also notes that mentions of the U.S. seem to refer to a single homogeneous actor, when the reality is that there are many actors involved, among them the Pentagon and the Department of State, and these actors may work in different directions, sometimes disrupting a given policy. The Norwegian MFA (2023) confirms it was not aware of the U.S. sanctions that were announced in early August 2019. Both parties and facilitator were taken by surprise.2021: The signing of a Memorandum of Understanding and negotiation rounds in MexicoA year and a half later, in March 2021, new exploratory talks began after the Biden administration's position on Venezuela allowed the parties to negotiate a Memorandum of Understanding (MoU), which led to the launch of a new negotiation process, starting in August that year. On 5 August, the Mexican President, Manuel López Obrador confirmed that Mexico would host talks between the government of Venezuela and the opposition (Reuters, 2021) and, a few days later, the Norwegian government confirmed its involvement with a tweet (Ministry of Foreign Affairs, 2021a). The new negotiation process was launched in Mexico City on 13 August, with Dag Nylander as chief facilitator, Jorge Rodríguez representing the Venezuelan (Maduro's) government, and Gerardo Blyde representing the Unitary Platform (the opposition). A MoU —which I refer to in more detail in section 5.3— was released, defining the objective, agenda, method, and composition of the negotiation team. The Norwegian minister of Foreign Affairs, Ine Eriksen Søreide, declared in a press note that the parties were ready to negotiate constructively and that, in the process, they would consult members of civil society as well as political actors. She also noted that there was mutual agreement on the sensitive nature of the negotiations, which was necessary for giving the parties space to make progress (Norwegian MFA 2021b).A second round of negotiations took place at the beginning of September 2021. The parties released a joint statement reporting that two agreements had been reached, the first being to act jointly in the claim of Venezuelan sovereignty over Guyana Esequiba, and the second, a "partial agreement on the social protection of the Venezuelan people". The parties conveyed that the points to be addressed in the following round of negotiations would be "respect for the Constitutional Rule of Law", protection of the national economy, and measures for the social protection of the Venezuelan people.Between the second and the third rounds of negotiation, Erna Solberg, the Norwegian Prime Minister, spoke at the UN General Assembly on 21 September, referring to Venezuela as a country where human right violations were occurring. Her comment was criticised by Dag Nylander as it could, he said, damage the credibility of Norway's role. In a tweet on 25 September, the MFA reaffirmed its commitment as an impartial facilitator in the negotiations and declared that the statement in the UN should not be interpreted as being inconsistent with that (NRK, 2021). The Venezuelan government responded to this diplomatic hitch with a slight delay in proceedings when its representatives arrived one day late at the negotiation round scheduled in Mexico from 24 to 27 September, but which finally took place after 25 September (Euronews, 2021).After this third round of negotiations, the parties released a new joint statement, focused this time on the issue of inclusion and, specifically, on the need for a gender focus in the negotiations, identification of inclusive consultation mechanisms for political and social actors, and condemnation of xenophobic attacks on Venezuelan migrants that had recently occurred in Chile. According to an article by Diego Santander in the Spanish newspaper El Mundo (2021), this third round was so fraught with problems that no specific agreements were reached. Maduro's delegation insisted on its plans to include Alex Saab in the negotiation. Saab, a Venezuelan businessman, was accused of being Maduro's front man, and a key figure in the international economic and financial activities to circumvent the U.S. economic sanctions against his government. However, Saab had been arrested for money laundering in June 2020 in Cabo Verde and was extradited to the U.S. on the weekend of October 16.Negotiations, set for 17 October, were suspended on 16 October when the Maduro government decided not to participate in the next round of negotiations, because of Saab's extradition, which Jorge Rodríguez referred to as a "kidnapping" as it had been carried out "without a warrant and without due process" and accused the U.S. of trying to prevent the dialogue (Gilbert, 2021). The Norwegian government then tweeted that it was still convinced that the negotiations were the only solution for Venezuela, and that it would keep working to encourage the parties to continue (Norwegian MFA, 2021c). In Bull's opinion (2023), while the U.S. system may have its faults, the legal proceedings are independent from political powers so, on that occasion, there was little that U.S. politicians could do to stop the extradition.2022 — 2023: talks after the beginning of the war in UkraineIn March 2022, a new chapter of the dialogue began after the Russian invasion of Ukraine. A U.S. delegation formed by members of the Department of State visited Caracas to meet with the Venezuelan government and discuss an eventual isolation of Vladimir Putin. Some analysts also indicated that Venezuela was seen as a possible alternative oil supplier if the U.S. opted to restrict oil exports from Russia, which meant that removal of the sanctions on Venezuela could be considered (VOA, 2022a). Indeed, in May 2022, the U.S. announced that economic sanctions against Venezuela would be eased as a gesture in favour of reactivating the dialogues and also allowing the U.S. company Chevron to negotiate potential future activities with the state-owned oil and natural gas company PDVSA (Agobian, 2022). According to the Norwegian MFA (2023), these actions were a catalyst for the reactivation of the negotiations.Immediately after the announcement, Jorge Rodríguez and Gerardo Blyde met to discuss renewal of the talks (Ocando Alex, 2022a) but, by the end of May, according to Reuters, the Venezuelan government had demanded the withdrawal of Norway as a facilitator, and the presence of Russia (formally an accompanying country in the negotiations after 2021) as conditions for reactivating the negotiations. However, convinced that the Norwegians were their only guarantee for a successful process, the opposition disagreed (Oré, 2022). Bull (2023) specifies that the stance of the Venezuelan government might have been because it saw Norway as taking an excessively "pro-allies" position after the start of the war in Ukraine. She adds that Norway prefers to involve Russia and other big powers in the negotiations rather than excluding them, as they would provide legitimacy to the Mexico talks as the only acceptable platform for solving the Venezuelan political crisis. When interviewed, David C. Jourdan of the Norwegian MFA (2023), made it clear that Norway was never asked to relinquish its role as facilitator. Management of the process resides with the parties, which have remained committed to the MoU that names Norway as the facilitating country.On 21 and 22 June 2022, the Norwegian government held the Oslo Forum, an annual retreat focused on conflict mediation and peace processes. Around 100 conflict mediators, experts, peace process actors, and high-level decision makers from around the world gathered at Losby Gods Manor with the goal of sharing their experience on conflict resolution and peace diplomacy (Norwegian MFA, 2022). Among the peace process actors who attended the Oslo Forum were Jorge Rodríguez and Gerardo Blyde. A Norwegian source told VOA (2022b) that it was "probable" that the conversations would be initiated again, but "not immediately".On 14 September 2022, a group of 18 countries from the Americas and Europe agreed to call upon Maduro and the opposition to urge a resumption of the negotiations in Mexico (Ocando Alex, 2022b).Official negotiations began again on 26 November 2022. This time, a joint statement was issued indicating that the main agenda of the meeting would be social protection of the people. A partial agreement was reached, in which the measures agreed upon were: 1) creation of an organism to implement specific actions and programmes for the social protection of the Venezuelan people (Mesa Nacional de Atención Social, or MNAS); 2) creation of an organism auxiliary to the MNAS to evaluate its processes and the effects of implementation of the measurements adopted; 3) definition of the social areas which, requiring the most urgent attention, needed to be addressed through specific programmes, in particular the public health system, the national electrical system, development of the World Food Programme, educational infrastructure, and rebuilding of the infrastructure damaged as a consequence of the torrential rains in the latter half of 2022; 4) requesting from the UN support for the design and creation of a fund for social support of the Venezuelan people; 5) identification of frozen assets belonging to the Venezuelan state that might be progressively accessed and incorporated into this fund; 6) creation of a commission to assess and verify implementation of the agreement.After this meeting, the negotiations stalled again when the Venezuelan government accused the opposition of not complying with the agreement reached but, mainly and above all, because the frozen US$3,000 million that were to be incorporated into the Fund for the Social Protection of the Venezuelan People had not yet been released (August 2023). According to Maduro, this was a condition sine qua non for resuming the talks. The Colombian president, Gustavo Petro, organised a conference on 25 April 2023 in Bogotá, with representatives from numerous countries to discuss the Venezuelan situation. The shared positions of the Venezuelan government and the opposition were explained to the international community, in particular regarding the removal of sanctions, free elections, and reactivation of the peace talks. One of the shared positions for renewal of the talks was that of establishing the Fund for the Social Protection of the Venezuelan People (Ramírez Vargas & Alcalde, 2023). The message that came out of the Venezuela Conference of Bogotá was very clear: the UN trust fund for Venezuela should be set up as swiftly as possible. According to a Reuters report by Spetalnik, Sequera and Armas (2023), on 19 May the Biden administration notified the UN that the money could operate within the U.S. financial system, and that there would be no risk of creditors seizing it to repay the outstanding Venezuelan debt. Accordingly, the UN-administered fund could have been operative at the end of May 2023. However, the decision to establish the trust fund ultimately lies with the UN Secretariat in New York and some insiders allude to the complexity of the process involved and stress that establishing the fund depends on a number of factors. As of late August 2023, it had not been established by the UN. 5.2. Norway's distinctive approach to peace diplomacyIn an interview for the Centre of Humanitarian Dialogue, when asked about the distinctive approach of Norwegian diplomacy in international conflicts, Dag Nylander (2020) identified four main elements: (a) collaboration with Norwegian and international NGOs, (b) low-key diplomacy, (c) long-term commitment, and (d) the ability to make quick decisions.[5] In this section, these four elements will be briefly discussed.Norway's distinctive approach to its engagement in peace processes and with non-state actors was defined after the decentralisation of its foreign policy in the early 1990s. Humanitarian assistance and development policies called for closer cooperation between the Norwegian MFA and non-governmental actors and, according to Lehti (2014), this approach was extended to the area of peace-making. In the 1990s the Ministry responded positively to proposals and initiatives from various NGOs and well-connected individuals with regard to conflictive areas. The range of actors involved in peace-making was broadened, and Norway was then able to act beyond the bounds of government-centred diplomacy with a distinctive, more informal approach to peace diplomacy. Ann Kelleher and James Taulbe (2006) refer to this approach as "Track I½ Diplomacy", understanding Track I diplomacy as that with official representatives of governments and Track II diplomacy as that involving unofficial representatives and sectors of the civil society. An important feature of the collaboration between the state, NGOs and research institutions is that it is extensively funded by the state (Bandarage, 2011). Indeed, some Norwegian NGOs receive more than 90% of their funding from the state which, in Kelleher's view (2006), almost makes them quasi-governmental organisations.As for low-key diplomacy, Nylander (2020) affirms that activities pertaining to peace diplomacy rarely appear in the news, and that they are discreet and unnoticed, often with the involvement of low-level and mid-level diplomats, an approach that allows flexibility in seeking opportunities and in dealing with problems with relative freedom.Norway's long-term commitment to peace diplomacy is based on a broad political consensus for the promotion of peace and reconciliation. Hence, changes of government will not influence the country's engagement in any given conflict. According to the MFA (2000), the goal is not only ending violence but also support for economic, social, and political processes that lead to durable liberal peace in the country concerned.Finally, the ability of Norwegian diplomats to make quick decisions stems from the smallness of the country, not only in terms of population but also social distance. Dag Nylander (2020) mentions that the distance between a diplomat in the field and the ministry of Foreign Affairs is very short, and that it takes just a quick phone call or a text message, sometimes directly to the Minister, to obtain any clearance that may be needed. 5.3 Norwegian approach to facilitation the Venezuelan peace processNorway's approach to facilitation in Venezuela is consistent with its work in other peace processes. It began with secret talks between the parties (low-key diplomacy) and then, having advanced towards a more public and official format, it was formalised with the MoU signed in Mexico on 13 August 2021. In the MoU, the parties defined the agenda and methods for the talks. David Jourdan of the Norwegian MFA (2023) highlighted the importance of this Memorandum, which contains not only the agenda and format for the negotiations, but also a shared vision of the process and the country.As for the method, it is important to mention that it is based on a "nothing is agreed until everything is agreed" principle (comprehensive approach), although partial agreements can be reached if the parties consider that a subject has been sufficiently discussed and urgent action is required. This was the case with the two partial agreements on the Guyana Esequiba, and Social Protection of the Venezuelan people signed at the end of the talks in Mexico. This approach has its advantages, such as ensuring "big picture" negotiation, but it also comes with the risk the parties can renege anytime on anything they have agreed to. It was first used in other peace processes including Britain-Ireland in 1995, Palestine-Israel, and in Cyprus and Colombia. The Norwegian MFA (2023) emphasises that understanding the needs of the parties and ensuring that they are in charge of the process, has been key to making progress throughout the negotiations. The Venezuelan conflict is political in nature and requires political solutions, and the negotiation process provides a confidential space where the two parties have an opportunity to reconcile their interests. David Jourdan, sharing the MFA's approach to the political process, points out that Norway has probably been a more active facilitator in the Venezuelan negotiations than in other peace processes.An essential point of the MoU is participation, as it establishes mechanisms of consultation for political and social actors. The aim is for the process to be as inclusive and legitimate as possible. However, there is little information available as to whether this is actually the case and David Jourdan (2023) admits that it is not yet possible to speak of results in this area.Moreover, it should be noted that the Norwegian approach to facilitation, based on discretion and confidentiality, is one thing and how the parties actually behave is quite another matter. On more than one occasion, as can be seen in several documents and declarations, the Norwegian government has emphasised the need for the parties to be careful with their public declarations. In an interview with El País in February 2023, Anniken Huitfeldt, Norwegian Minister of Foreign Affairs, wryly acknowledges an anecdote sometimes repeated by high-profile Venezuelan politicians, according to which politicians will normally control themselves in public but, in private, tell someone else what they really think but, in Venezuela, the opposite occurs: what is said in private becomes amplified in front of a microphone (Lafuente 2023). Vicente Díaz, former director of the Venezuelan National Electoral Council, who participated in the talks held in the Dominican Republic, Oslo, and Barbados says that, since the process in Mexico was "very public" (as occurred in the Dominican Republic), it created difficulties for the parties, since national and international expectations were generated, which meant that more attention was given to audiences than to the talks (openDemocracy 2022). 5.4 Norwegian interests in VenezuelaIn this section and in keeping with the theoretical framework described above, I discuss four possible reasons for Norway's mediation in the Venezuelan conflict: (a) peace and stability (value-oriented diplomacy), (b) reputation, (c) political interests, and (d) economic interests.Value-oriented diplomacy focused on peace promotion makes sense for Norway, a country whose identity as a peaceful country and peace broker has existed at least since the late 19th century. Those values are so widely embedded that a broad political consensus exists among the population over a peace promotion policy, supported institutionally and by an extensive network of non-state actors coordinated by the state. Norway's constructed identity as a peace broker (especially intensified since the 1990s) means that the country acts as such. Moreover, promotion of such values makes even more sense when security has become globalised, and when a conflict in a faraway country can have humanitarian, political, economic, and ecological consequences in distant parts of the world. In this sense, value-oriented diplomacy may acquire realist motivations although, according to Bull (2023), this is discourse that appeared, above all from the 1980s, to justify Norway's involvement in peace processes. One of its proponents was the diplomat and former Labour Party politician, Jan Egeland.Ensuring peace and stability in Venezuela could, for example, (1) help to mitigate the external displacement crisis, which mainly affects neighbouring countries like Colombia and Ecuador as well as the U.S. and others in Europe, with all the humanitarian and economic consequences for those receiving refugees; (2) ensure Venezuela's participation, as a democratic state, in international organisations, thus promoting democratic values and human rights; (3) promote social and economic development in the country, which would create value for its nationals as well as attracting international investment and; (4) finally, through social and economic development, reduce the presence of paramilitary organisations in the country, including the Ejército de Liberación Nacional (ELN), which is involved in drug trafficking. During the interview with David Jourdan (2023), we shared these points and he replied that this may well be so, but that such possibilities could also arise as a consequence of a political settlement that includes the removal of the sanctions. He added that the main reasons for Norway's peace diplomacy are the goals of preventing and reducing human suffering, as well as contributing to peaceful societies and stability.Peace diplomacy does not give rapid results (when it actually gives results), but Norway sees it as a policy consistent with its values, and as one whose long-term effects are sufficiently relevant as to justify investment in it.When it comes to image and reputation, Norway's approach on peace has been used as a public diplomacy branding tool, together with the country's natural environment and gender equality, to solve one of the image problems of small countries: invisibility.Indeed, discretion and a low profile do not necessarily mean invisibility, and as long as the right aspects of Norway's peace diplomacy are emphasised in a public diplomacy strategy —for example its role as a facilitator, an engaged partner, and good multilateralist— the discretion that peace diplomacy requires would not be jeopardised (Leonard and Small, 2003). Success in mediation of the Venezuelan conflict would, of course, be positive for Norway's image as a peace broker, although this constructed image is also enhanced through pertinent media coverage mentioning the Norwegian involvement during the Venezuelan peace process. This can be explained by NRC theory since the Norwegian image is constructed not only through success in a certain process but also through the mediating process itself. To give one example, the Google search "peace talks Venezuela Norway" offers almost 4.85 million results, while the Spanish search with "mediación de paz Venezuela Noruega" offers 1.28 million results. Moreover, when Norway uses the word "facilitation"2 it transfers responsibility for the results to the parties, implying that it has the role of supporting and accompanying them, but it will not be responsible if the parties decide that they do not want to continue with the process. This safeguard for Norway's image as a peace broker applies to the Venezuelan case.Political influence has also been identified as one of Norway's possible interests. As Matlary (2003) notes, access to key international actors can result from Norway's engagement in peace processes, including in the case of Venezuela, especially in a context of international energy insecurity, and political tensions due to the high-profile conflict between Russia and Ukraine. In my interview with David Jourdain (2023), "close dialogue with key international stakeholders" together with increased political capital were mentioned as benefits that Norway could reap by engaging in Venezuela. He also pointed out that one of the key features of this conflict is the importance of the U.S. as an actor with the capacity to contribute to the outcome of the peace process.The U.S. is now particularly concerned to find new energy suppliers, and ensuring political stability in Venezuela could provide international legitimacy for oil and gas transactions with its government. Giovanna de Michele, internationalist lecturer at the Central University of Venezuela, told VOA that the best way to extract oil from Venezuela would be through U.S. companies, but the sanctions would have to be eased if this was to happen (Ramírez Vargas & Alcalde 2023). Norway offers an internationally recognised platform for making this possible: the talks in Mexico. It could therefore be a key actor in helping to resolve the political crisis in Venezuela while also supporting an ally, which would contribute to its status as a reliable partner of the U.S. However, as Matlary notes, it is difficult to quantify or define the scope of the access Norway gleans from its peace policy.Finally, with regard to economic interests, there are currently no Norwegian state-owned companies operating in Venezuela, although they can be represented through the investments of the Norwegian National Pension Fund3 in foreign companies that do operate in the country, for example, some Colombian companies, among them Bancolombia, Banco Popular, Banco Davivienda, and Cementos Argos. And, at the beginning of 2023, Ecopetrol, which is financed by Norfund, asked the U.S. for permission to negotiate with the state-owned company PDVSA to explore gas imports from Venezuela to Colombia (Quesada 2023). Among Norwegian investments in the U.S. are Chevron and Occidental Petroleum Corp, and the U.S. has recently given permission to Chevron to negotiate with the PDVSA and, at the end of 2022, a United Nations Commission on International Trade Law (UNCITRAL) court found that Venezuela was liable for discriminatory conduct in its payment of dividends from an oil and gas venture and ordered Venezuela to pay US$105 million to a Barbadian subsidiary of Occidental Petroleum Corp (Ballantyne 2022). If an improved political situation in Venezuela increases the revenues of these companies, it could also be positive for Norwegian investments.It should be added that, until 2021, Statoil (later Equinor), the national oil company of Norway, was present in Venezuela where it invested more than one billion dollars between 1995 and 2013 and participated in the Sincor heavy crude oil project with Total and PDVSA. However, due to concerns about the workforce and practical difficulties, Equinor pulled out of the project and transferred its 9.67% participation to CVP, a subsidiary of PDVSA, although it did keep its 51% stake in the exploration license of block 4 on Plataforma Deltana off Cocuina(Øye Gjerde, n.d.). Accordingly, Equinor participation in Venezuela is currently on hold but a greater presence in Venezuela of Norwegian companies, in particular from the oil and gas sector is possible if the country's situation improves.To sum up, although economic links between Norway and Venezuela do exist, they would seem to be limited and not sufficient to explain Norway's participation as a facilitator in the Venezuelan peace process. 6. CONCLUSIONSThe core question of this study is why and how does Norway facilitate the Venezuela peace talks? The results suggest that, for Norway as a facilitator of the Venezuelan peace process, the main goals of mediation-as-foreign-policy are humanitarian, security (better understood as promoting stability in the region), projection of its image as a peaceful nation and a peacemaker, and of its status vis-à-vis key international actors (especially the U.S.).All these goals can be explained through the Holsti's theory of National Role Conceptions (NRC) and Norway's own role prescription as a small, democratic, and peaceful nation, which means it would promote these values through altruistic (idealist) and non-altruistic (realist) actions and perspectives.Interestingly, economic factors do not seem to play a major role as a mediation-as-foreign-policy objective. The economic ties between Norway and Venezuela are presently not significant and, thanks to the diversification of the investment portfolio of the Norwegian National Pension Fund, Venezuela only represents a very small part of Norwegian economic interests.It is therefore relevant to consider the importance of constructivist aspects such as national values and self-conception in shaping the foreign policy of small countries, despite the apparent predominance of realpolitik aspects in an international context of increasing competition. These constructivist aspects offer key information for understanding and explaining the behaviour of small countries and should not be overlooked.Besides, it is worth reflecting on the definition of a mediation success in real, and in mediation-as-foreign policy terms. In the real sense, mediation is successful when it produces long-term reconciliation between the parties, in the eyes of a domestic audience while, for an audience external to the conflict, mediation may be successful simply when a peace agreement between the parties is signed. Meanwhile, for the mediating country or its allies, a mediation is deemed effective when foreign policy objectives are achieved. The approach used by Norwegian mediators in the Venezuelan process is similar to that of previous peace processes. It starts with the organisation of secret meetings and then advances towards a more public and official format. However, some distinctive traits of this peace process have been (1) a somewhat more active role of Norway as a facilitator when compared to other peace processes, (2) the weighty influence of the U.S. in causing setbacks or advances in the negotiations , and (3) premature publicity of this process, when the parties have been too eager to share their views with the press and the public, which may have been an obstacle for achieving progress. Despite these challenges, as of November 2023, Norway has continued to honour its long-term commitment to achieving a peaceful solution to the Venezuelan conflict.This study has created a first timeline of the Norwegian involvement in the Venezuelan peace process by means of consulting information in primary and secondary sources and, when relevant, adding further details obtained in interviews with two experts. This timeline provides an overview of the main milestones of the peace process while highlighting Norway's role as a facilitating country. Possible reasons for its engagement in the Venezuelan peace process have been identified. At a tactical level, the moral and security elements seem to be a high priority for people working in the field. These actors have considerable expertise in conflict resolution and perform their duties diligently. At a more strategic and state-centred level, besides the moral and security components, attention is given to building political capital by means of offering an attractive image to international stakeholders, especially close allies like the U.S. This is, therefore, an excellent example of the importance of peace diplomacy as a soft power tool for a middle-level country like Norway.The limits of the study arise from the nature of an ongoing mediation process. Since silence sometimes carries more weight than words and as discretion is necessary for the process to move forward, only limited information could be directly obtained from relevant actors in the peace talks. In terms of Norway's interests in certain areas, the limits of qualitative methods have not allowed quantification of the importance of each of these interests. The aim of the interviews was to obtain in-depth information that could confirm that such interests exist, and to provide distinctive details that might enrich knowledge of this peace process, rather than quantifying the results. Finally, now that Norway's possible interests as a facilitator have been identified, future research could be addressed at quantifying the weight of each of them in Norway's peacebuilding policy over the last two decades. 7. ReferencesAggestam, Lisbeth. "Role Conceptions and the Politics of Identity in Foreign Policy". ARENA Center for European Studies Working Paper, vol. 99/8 (1999). 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"Idealism in international relations" in: Dowding, Keith (ed.) Encyclopedia of Power, Thousand Oaks: Sage Publications, p. 332-333.Notes:1- Originally consisting of 12 Latin American nations and formally created on 8 August 2017, the Lima Group is a multilateral body whose goal is to explore mechanisms for a peaceful solution to the political crisis in Venezuela and restoration of a democratic order (Government of Colombia 2017).2- In this study, I use the terms "mediation" and "facilitation" interchangeably. However, mediation normally involves a formal mandate from the parties of a conflict, covering involvement in both the substance and process of the negotiation, while a facilitator is less directive (Greminger 2007).3- The Norwegian National Pension Fund, the world's largest sovereign fund, has investments in over 9,000 companies in 70 countries (Oljefondet n.d.).Key words: Venezuela, Norway, national role conception, mediation, peacebuilding, foreign policy, conflict resolution

Technical Report 2018-08-ECE-137 Technical Report 2002-09-ECE-006 Engineering of Enterprises a Transdisciplinary Activity Murat M. Tanik Ozgur Aktunc John Tanik This technical report is a reissue of a technical report issued September 2002 Department of Electrical and Computer Engineering University of Alabama at Birmingham August 2018 Technkal Report 2002-09-ECE-006 Engineering of Enter·prises A Transdisciplim•ry Activity Murat M. Tanik Ozgur Aktunc John Tanik TECHNICAL REPORT Department of Electrical and Computer Engineering University of Alabama at Birmingham September 2002 ENGINEERING OF ENTERPRISES A TRANSDISCIPLINARY ACTIVITY OVERVIEW Contributed by: Murat M. Tanik, Ozgur Aktunc, and John U. Tanik This module is composed of two parts: Part I surveys and defines Enterprise Engineering in the context of transdiscipline. Part II introduces Internet Enterprise and addresses engineering implementation consider ations. PART I ENTERPRISE ENGINEERING ESSENTIALS 1 INTRODUCTION When Henry Ford rolJed out his first automobile assembly during 1913, he created the archetype of single-discipline enterprise. Ford's adventure was a self-contained and efficient exercise in mechankal engineering. With no competition, no regulatory constraints, and no pressing need for cross-disciplinary partnerships, from design development to process development, all ideas primarily originated from Ford's own engineers. The world is a different place today. Automobiles are complicated hybrids of mechanical, electrical, electronic, chemicaJ, and software components. Modern 4 manufacturers must now pay dose attention to new technological developments in hardware (mechanisms associated with physical world), software (mechanisms associated with computational world), netware (mechanisms associated with communications), and peopleware (mechanisms associated with human element). The changes experienced in the automotive industry exemplify the needs of the ever increasingly complex nature of today's modern enterprise. In other words, the ubiqui tous existence of the ";computing element" forces us to take into account disciplinary notions, ranging from psychology to ecology. In one word, the world is becoming transdisciplinary. In this world of transdisciplinary needs, we need to approach designing of enterprises as engineers, moving away from the traditional ad hoc approach of the past. This module expl ai n~ the changes to be made to current enterprise organization in order to be successful in the networked economy. A brief definition of Enterprise Engineering is given as an introduction, foJJowed by a summary of Enterprise Engineering subtopics, namely modeling, analysis, design, and implementation. In the last section of Part I, the definition of an intelJigent enterprise is made with an emphasis on knowledge management and integration using Extensible Markup Language (XML) technology [1]. 2 DEFINITION The Society for Enterprise Engineering (SEE) defined Enterprise Engineering as ";the body of knowledge, principles, and practices having to do with the analysis, design, implementation and operation of an enterprise" [2]. Enterprise Engineering methods include modeling, cost analysis, simulation, workflow analysis, and bottleneck analysis. 5 In a continually changing and unpredictable competitive environment, the Enterprise Engineer addresses a fundamental challen ge: ";How to design and improve all elements associated with the total enterprise through the use of engineering and analysis methods and tools to more effectively achieve itsgoals and objectives" [3]. Enterpr.ise Engineering has been considered as a disdpline after its establishment in the last decade of the 20th Century. The discipline has a wor]dvicw that is substantial enough to be divided into sub-areas, with a foundation resting on several reference disciplines. In the Enterprise Engineering worldview, the enterprise is viewed as a complex system of processes that can be engineered to accompli sh specific organizational objectives. Enterprise Engineering has used several reference disciplines to develop its methods, technologies, and theories. These reference disciplines can be listed as the following: Industrial Engineering, Systems Engineering, Information Systems, Information Technology, Business Process Reengineeling, Organizational Design, and Human Systems [2]. 2.1 Understanding Enterprise Engineering Like most engineering profession als, Enterprise Engineers work on four main areas: modeling, analyzing, design, and implementation. One important issue facing Enterprise Engi neering is the development of tools and techniques to support the work of analyzing, designing, and imp1ementjng organizational systems. These tools must assist enterprise engineers in the initial transformation of functional, often disjoint, operations into a set of integrated business processes replete with supporting information and control systems [4]. To develop new models of enterprises, the enterprise should be analyzed 6 using process analysis, simulation, activity-based analysis, and other tools. Also an abstract representation of the enterprise and the processes should be modeled in a graphical, textual, or a mathematical representation. The . design issues in Enterprise Engineering consist of developing vision and strategy, integration and improvement of the enterprise, and developing technology solutions. Lastly, implementation deals with the transformation of the entetprise, integration of corporate culture, strategic goals, enterprise processes, and technology. We will take a look at these areas in the fol1owing section: • Enterprise Engineering Modeling (EEM), • Analyzing Enterprises, • Design of Enterprises, and • Implementation. 2.2 Enterprise Engineering Modeling Enterprise Engineering Modeling (EEM) is basically dealing with the abstraction of engineering aspects of enterprises and connecting them to other business systems. The model encompasses engineering organizations' products, processes, projects, and, ultimately, the ";engineered assets" to be operated and managed. EEM coordinates design and deployment of products and assets at the enterprise level. It integrates engineering information across many disciplines, allows engineering and business data to be shared through the combinatjon of enterprise IT (information technology) and engineering IT, and simulates the behavior of intelligent, component­based models [5). 7 The selection and design of enterprise processes for effective cooperation is a prime objective of Enterprise Engineering. Enterprise models can assist the goal of Enterprise Engineering by helping to represent and analyze the structure of activities and their interactions. Models eliminate the irrelevant details and enable focusing on one or more aspects at a time. Effective models also facilitate the discussions among different stakeholders in the enterprise, helping them to reach agreement on the key fundamentals and to work toward common goals. Also it can be a basis for other models and for different information systems that support the enterprise and the business. The enterprise model will differ according to the perspective of the pers.on creating the model, including the visions of the enterprise, its efficiency, and other various elements. The importance of an enterprise model is that it wm provide a simplified view of the business structure that will act as a basis for communication, improvements, or innovations and define the Information Systems requirements that are \ necessary to support the business. The term business in this context is used as a broad term. The businesses or the activities that can be represented with Enterprise Engineering models do not have to be profit making. For example, it can be a research environment with the properties of an enterprise. Any type of ongoing operation that has or uses resomces and has one or more goals, with positive or negative cash flow, can be referred to as a business [6]. The ideal business model would be a single diagram representing all aspects of a business. However this is impossible for most of businesses. The business processes are so complex that one diagram cannot capture all the information. Instead, a business model is composed of different views, diagrams, objects, and processes: A business 8 model is illustrated with a number of different views, and each captu~cs infmmation about one or more specific aspects of the businesses. Each view consists of a number of diagrams, each of which shows a specific part of the business structure. A diagram can show a ~1ructure (e.g., the organization of the business) or some dynamic collaboration (a number of objects and their interaction to demonstrate a process). Concepts are related in the diagrams through the use of different objects and processes. The objects may be physical such as people, machines, and products or more abstract such as instructions and services. Processes are the functions in the business that consume, refine, or use objects to affect or produce other objects. There are cunently hundreds of modeling tools for enterprises, and many modeling techniques such as Integrated Definition Language (IDEF), Petri-Net, Unified Mode1ing Language (UML), and meta-modeling. Modeling involves a modeling language and the associated modeling tools. Different enterprises may need different modeling tools according to the nature of the enterprise. Before selecting the modeling tool, a detailed analysis should be made to select the most appropriate modeling language and the tool. For the software industry, UML has become the standard modeJjng language [7]. 2.3 Enterprise Analysis The increasing complexity of enterprises has stimulated the development of sophisticated methods and tools for modeling and analysis of today's modern enterprises. Recent advances in information teclu1ology along with significant progress in analytical and computational techniques have facilitated the use of such methods in industry. 9 Applying Enterprise Analysis methods results in a documentation that supports a number of programs, which are as follows: strategic information resource planning, information architecture, technology and services acquisition, systems design and development, and functional process redesign. Most organizations have a wealth of data that can be used to answer the basic questions supporting strategic planning: who, what, where, and bow much. By modeling with these data using an Enterprise Analysis toolset, the enterptise models can be built incrementally and in less time. The most important use of Enterprise Analysis is that it presents the organization's own business, demographic, and workload data in a compelling manner to tell the story. Whether they are used to support programs for acquisitions, information architectures, or systems development, Enterprise Analysis studies are rooted in the business of the organization and thus are easily understood and supported by executive management. 2.4 Enterprise Design The design of an enterprise deaJs with many issues, including development of a vision and a strategy, the establishment of a corporate cu.lture and identity, integration and improvement of the enterprise, and development of technology solutions. Optimization of several perspectives within an enterprise is the objective of Enterprise Design. Examples of enterprise perspectives include quality, cost, efficiency, and agility ,. and management perspectives s uch as motivation, culture, and incentives. For example, consider the efficiency perspective. The modeling task will provide ontologies (i.e., object libraries) that can be used to construct a model of the activities of a process, such as its resource usages, constraints, and time. Based on these models the efficiency 10 perspective will provide tools to design, analyze, and evaluate organizational activities, processes, and structures. These tools will also be capable to represent and model the current status of an enterprise and to analyze and assess potential changes. One issue is wbetber there exists sufficient knowledge of the process of designing and optimizing business activities/processes to incorporate in knowledge-based tools. The main goal of an Enterprise Design application is to deveJ~p a software tool that enables a manager to explore alternative Enterprise Designs that encompass both the stmcture and behavior of the enterprise over extended periods of time. lssues such as motivation, culture, and incentives are explored, along with other relevant parameters such as organizational structure, functions, activity, cost, quality, and information [8]. 3 STRATEGY FORMULATION FORE-BUSINESS Electronic commerce is becoming a growing part of industry and commerce. The speed of technological change is enabling corporations large and small to transact business in a variety of ways. Today, it is routine practice to transact some aspect of business electronically from e-mail to exchanging data via Electronic Data Interchange (EDI), World Wide Web (WWW), and various shades these technologies. Numerous benefits accrue to corporations when they use automated capabilities. In order to maximize such benefits, electronic enterprises must base their efforts on welJ­developed strategies. In this manner, tbe probability of success is increased many folds. Embarking on electronic commerce or business should never be thought of as the sole quest of the information systems department. The following strategies are a synthesis of II best practices introduced to assist information systems departments to prepare the organization for the information age [9, 1 0]. 3.1 Strategy 1 - Improve Corporate System DeveJopment Skms In addition to developing technical skills, corporations must pay close attention to effective communication, eliminating cross-functional language barriers, and improving inadequate facilities in geographically dispersed systems. 3.2 Strategy 2 -Build a Proactive Infrastructure There must be a constant effort to keep up with technological changes. Frequently, these changes trickle down from the top as a result of various business strategies. For example, top managers may discover that they need video-conferencing capability, and the information technology people are under pressure to deliver it. This kind of approach will put the chief information officer(CIO) in a reactive posture, trying to put out fires as they appear. In putting out such fires, local resources may be used to satisfy higher level needs without any obvious benefits to local managers who may resent this fact and create barriers against success. CIOs should try to get the cooperation of all users in anticipating system needs. If users are not satisfied with an imposed system, they wiiJ try to build their bootleg systems for their own needs. Thus, project needs should be anticipated as far as possible and should be planned to meet both short-term goals of management and yield benefits for the development of the infrastmcture of the corporation in the Jong term. 12 3.3 Strategy 3 - Consolidate Data Centers A corporation embar1dng on developing an e-business system must realize that there do already exist semiautonomous data centers distributed throughout various geographical locations. There may have been a time when such data centers were desirable. Today, e-business demands integrated information systems, and the data centers must be consolidated. An integrated information system is far more effic ient in controlling corporate operations. Obviously, operating fewer facilities, maintaining minimum levels of inventory, and giving better service to customers will bring handsome returns to corporations. During the consolidation process, a number of problems of compatibility and standardization will occm, but tackling such problems is better than having semiautonomous data centers. 3.4 Strategy 4 - Standardize Data Structures As corporations grow, different data processing systems and data centers proliferate, especiaUy in transnational corporations. Consolidating data centers and systems as suggested in strategy 3 may not be sufficient. Corporations need to determine data needed at global levels and standarclize them. Standardization may not be possible for certain applications in an international setting since regulatory accounting of different countries may be a roadblock. However, this should not be taken as a signal for non­standardization. Standardization will make useful information available throughout the corporation. For example, these days many corporations are adapting XML as part of data stmcture consolidation strategy. XML issues are addressed in the next section with more detail. 13 3.5 Strategy 5 - Accommodate Linkages with Cui-rent Strategic Allies and Provide Expansion for Future Str ategic Alliances Recent developments in globalization and Internet technology are spurring corporations to form sliategic alliances. Automobile manufacturers are, for example, forming alliances to influence prices and qualities of their raw materials and parts purchases. Similar alliances are growing at an accelerated pace in other industries. These alliances are designed to create not only purchasing power but also a variety of other mutual interests, from technological co-operation to joint production. 3.6 Strategy 6 - Globalize Human Resource Accounting As companies centralize their information systems through computerization, a global inventory of human skills should be developed. Frequent human resource problems arjse when Information Systems (IS) personnel focus locally rather than globally. Recmiting of specialists, for example, must be done not with a local perspective but with a global one. This will help eliminate possible redundancies with potential savings. 4 INTELLIGENT ENTERPRISES Enterprises competing in global markets assume complex organizational forms such as supply chain, virtual enterprise, Web-based enterprise, production network, e-business, and e manufacturing. Common traits of these organizations are willingness to cooperate, global distributed product development and manufacturing, and high coordination and communication. These traits have led the trend of transformation from 14 capital intensive to intelligence intensive entetprises [1 1]. Visions of the organization's future e-Business roles as an intelligent enterprise could be formulated as follows [12]: • Transparent - Intelligent enterprises will contain substantial amounts of information on capabilities, capacities, inventories, and plans that can be exchanged between tools, servers, and optimizing agents that will augment capabilities of their human masters. • Timely - Intelligent enterprises will be designed to meet a customer need exactly when the customer wants it. • Tuned - Through collaboration and sharing of knowledge, the intel1igent enterprise wiJl serve customer needs with a mjnimum of wasted effort or assets. 4.1 Knowledge Management and Integration with XML One important challenge for enterprises today is storing and reusing knowledge. For many organizations, up-to-dale knowledge of what is relevant and important to customers distinguishes their offerings. The challenge is to assimilate this rapidly changing knowledge about products and services quickly and distribute it rapidly to leverage it for improved performance and quality service. This means finding all knowledge that is embedded in and accessed through technologies and processes and stored in documents and external repositories and being able to share it quickly with the customers. The capital-based organization needs to transform into bigh-perforrn.ing, process­based, knowledge-based enterprises, characterized by agility, f lexibility, adaptability, and willingness to learn. To overcome the difficulties during the transformation, powetful tools are needed to manage the knowledge within the enterprise and to develop the 15 communication between the company and the customers. The key tool to be used within this process is XML, which will set the standards of communication and wm help to manage the knowledge [13]. To understand how XML will help us managing the knowledge, a def111ition of a knowledge-based business is needed. 4.2 Knowledge-Based Businesses The following six characteristics of knowledge-based business were defined in Davis and Botkin [14]. ~hese characteristics are actually guidelines for businesses to put their information to productive use. 4.2.1 The More You Use Knowledge-Based Offerings, The Smarter They Get This characteristic fits in the customer-defined offerings the companies give. For example, a credit card company can build a system that could understand the buying patterns of a customer that can protect the customer from fraud. A news agency can change the interface of its system to give the type of news that a newspaper or journal requests. Knowledge-based systems not only get smcuter but also enable their users to learn. For example, General Motors' computer-aided maintenance system not only helps novice mechanics to repair automobiles but also helps expe1t mechanics to refine their knowledge. As the technology advances, the amount of information that a mechanic needs to know expands rapidly. With tllis system a mechanic can leverage the knowledge of all mechanics using the system. As a result, the system continually improves, as does the service quality. 16 4.2.2 Knowledge-Based Products And Services Adjust To Changing Circumstances When knowledge is built into a product, the product may adjust itself in a smart manner to changing conditions. For example, a glass window that may reflect or transmit sunlight according to temperature is such a product. Producing tbese producl:s will not only be marketed well but also have important economical advantages. Tbe smart pr~ducts will guide their users as well. 4.2.3 Knowledge-Based Businesses Can Customize l1teir Offerings Knowledge-based products and servkes can determine customers' changing paltems, idiosyncrasies, and specific needs. For example, a smart telephony system can understand which language will be used on specific num bers~ also by using the voice recognition system, the need for telephone credit cards can be diminished. 4.2.4 Knowledge-Based Products A11d Services Have Relatively Short Life Cycles Many knowledge-based products have short life cycles, because they depend on the existing market conditions; their viability is short-lived. For example, the foreign exchange advisory services offered by a commercial bank are highly specialized and customized for corporate clients. Such services should be constantly upgraded to keep the profits and the proprietary edge. 4.2.5 Knowledge-Based Businesses Enable Customers To Act In Real Time Information becomes more valuable when it can be acted on constantly. A system that will deliver the tour book information while you are driving the car will have a great 17 value. An interactivity. added to the system will make the product's value even higher. Knowledge-based products can also act in real time. For example, a copier machine that calJs the maintenance provider when an error occurs wiJJ have a great value in this sense. 4.3 XML's Role in Business Applications The smallest cluster of knowledge is data. These are basic building blocks of information that come in four particular forms: numbers, words, sounds, and images. Manipulation of the data determines its value. The arrangement of data into meaningful patterns is information. For example, numbers can be arranged in tables, which is information; a series of sounds, which is music, can also be considered as information. Today, an important challenge for Internet-based businesses is using the information efficiently and in a productive way that will upgrade the information to knowledge. Thus, we say that knowledge is the application and productive use of information. The shift from the information to knowledge age will be via technology. The new enabling technologies of software development such as XML, J2EE, and Visual Studio are forcing e-businesses to build knowledge-based businesses. Here we will explain the most important enabling technology, XML, within the development of e~businesses. XML can be used effecti~ely for exchanging of business documents and information over the Internet. XML is a standard language that simultaneously presents content for display on the Intemet and describes the content so that other software can understand and use the data. Therefore XML can be a medium through which any business application can share documents, transactions, and workload with any other 18 business application [15]. In other words, XML can become the common language of e­busi. ness and knowledge management. One impmtant property of XML is providing .information about the meaning of the data. Thus, an XML-Jonnatted document could trigger a software application at a receiving company to launch an activity such as shipment loading. But to provide that level of data integration, trading partners would have to agree on definiti ons for the various types of documents as well as standard ways of doing business. In addition to facilitating e-commerce, having common defini tions and uses for data also enable an enterprise to better leverage the .knowledge ctmenrly stored in information silos. XML supports the searching and browsing of such information sHos [16]. It structures documents for granularity, such as alJowing access to sections within documents and fine-tuning retrieval Also, it annotates documents, which enables users to not restrict themselves to what is in the document. XML organizes documents by classifying documents into groups and supports browsing them. AdditionaiJy, it has Hyper Text Markup Language (HTML)-like linking options that help the information users to find the documents they arc seeking. Fig. I shows the tools that are common in the organization of information through XML. XML is the next evolution in knowledge management, and organizations are beginning to understand the potential of this technology to develop enterprise-wide information architectures. As a technology, XML does not bring any value to an organization. The value of XML wHI depend on how it js used within a company. The agreement on data definitions within an enterprise has always been a hard task. At rn.inlmum, XML should be implemented strategically within the organization. Ideally, the 19 Annotate Documents I RDF I Schemas J:: I XML I (.---, X-Poin- ter--, Fig. 1. Organization of information through XML. implementation should include strategic partners and other organizations that have a need to share data and information. XML is a majm advance in the standardization of information sharing across traditional information boundaries, both internal and external Information security and privacy issues are major concerns revolving around customer and corporate data flowing across wires. Successful knowledge management in a company often depends on having access to information outside the enterprise walls. XML can also be of value here by helping to improve the functioning of supply chains and the extranet. In conclusion, it becomes obvious that managing knowledge requires better tools. We need to create systems that manage documents, as people would do, and we know that better tools need better documents. Thus by building on a solid knowledge management strategy using XML, we believe an organization can gain competitive differentiation in the near future. 20 PART II INTERNET ENTERPRISE IMPLEMENTATION CONSIDERATIONS 1 INTRODUCTION In the first section of this module we introduced essential elements of enterprise engineering in abstract and general terms. Building on the notions explored in the first section, we will address here, specifics concerning designing and implementation of Internet enterprises. In this section, a review is provided of the key concepts and concerns an Internet enterprise engineering (IEE) project would encounter and need to address. Business engineering fundamentals, technologies, and strategies for the lrlternet such as Unified Modeling Language, Cosmos Model, Enterprise Maturity Model, Web Business . Models, Methods of Electronic Transaction, Online Contracts, Security Protocols, selected integrated development tools, Next Generation Internet, and Internet2 arc covered. Over 20 occupational roles within IEE are identified and described separately. A technology implementation platform and strategy are introduced, along with marketing and customer retention technologies and strategies on the Internet A detailed overview is provided of the various Internet business tools, technologies, and terminology for the systematic construction of new ventures on the Internet l7]. For convenience, all these issues are summarized in table fmm at the end of this section. 2 BUSINESS ENGINEERING FUNDAMENTALS 2.1 UML: Officially introduced in November 1997, UML has quickly become the standard modeling language for software development [6]. It bas a business model approach that provides a plan for engineering an orchestrated set of business functions. It 21 provjdes a framework by which business is to be performed, allowing for changes and various improvements in the process. The model is designed to be able to anticipate changes in business function in order to maintain an edge on the competition. One of the advantages of modeling in UML is that it can visually depict functions, relationships, and paradigms. UML is a recommended tool for business analysts to break down a large-scale business operation into its constituent parts. Capturing a business model in one diagram is not realistic, so it should be noted that a business model is actually composed of a number of different views. Each view is designed to capture a separate purpose or function without losing any important overall understanding of the business operation. A view is composed of a set of diagrams, each of which shows a specific aspect of the business structure. A diagram can show a structure or a kind of dynamic collaboration. The diagrams contain objects, processes, rules, goals, and visions as defined in the business analysis. Objects contain information about mechanisms in the business, and processes are functions that use objects to affect or produce other objects. Object­oriented techniques can be used to describe a business. There are similar concepts in business functions that mn parallel to object-oriented techniques of design­conceptualization. Another advantage of UML is derived from the ability of business modelers and software developers to use the same conceplualization tools and techniques to achieve a common business end. Additionally, the power of UML is derived :from its ability to transcend tbe standard organizational chart [ 17]. 22 2.2 Cosmos Model: A generic approach for a business to manage change is through a holistic framework as described by Yeh in his three-dimensional model called Cosmos (Fig. 1). One of the important aspects of this model is that three dimensions exist interdependently because each dimension behaves as an enabler and an inhibitor to the other dimensions. The ";activity structure" dimension covers how work is structured in an organization, factoring in the steps and tasks that are taken to achieve an appropriate level of workflow. The ";infrastructure dimension" covers how resources are allocated and factors in the assets of an enterprise. The ";coordination dimension" covers how information is created, shared, and distributed. The cultural aspects of the enterprise are factored in here. The Cosmos model provides a conceptual space bounded by concrete factors for successfully navigating from one point of an organizational situation to another. Infrastructure Long-term vs. short-term objectives Activity Structure Stability vs. Flexibility Target Coordination Structure Modu]arity vs. Interconnectedness Fig. l. Cosmos model--holistic framework for managing change. [13) 23 The Cosmos model is an abstract tool for managers to guide their company along the best possible path. The trade-offs between the three dimensions at each point in the journey along the path are what the manager must determine to be most effective and best for the organization as a whole. In the case of work structure, there is an inherent trade­off between stability and flexibility. In the case of a coordination structure, there is a tradeoff between strictly aligning of human resources with company objectives and providing each operating unit with sufficient autonomy. More autonomous organizations are generally organized with a greater degree of modularity, allowing for the ability to make rapid decisions by adapting to changing market conditions. In the case of infrastlucture, there is a trade-off between seeking short-term gain versus long-term gain. Overall, the Cosmos mode] provides an executive or project manager with another technique to visualize the overaJJ situation and path of an organization by laking into account the three dimensions that correspond to the three main forces that affect its future [ 18]. 2.3 Enterprise Maturity Model: In order to characterize a business in terms of its level of maturity, focus, activity, coordination, and infrastructure, please refer to Table l, provided by Yeh [18]. The table provides an overview of the various levels of enterprise maturity. 2.4 Web Business Models: Entrepreneurs who wish to start e-businesses need to be aware of e-business models and how to implement them effectively. The combination 24 of a company's policy, operations, technology, and ideology defines its business model. Table 2 describes in more detail the types of business models in existence today [6, 19]. 2.5 IVIethods of Elech·onic Transaction: There are various methods and mechanisms that merchants can collect income through electronic transactions. Table 3 provides the types of transactions covered such as credit card, e-walJets, debit cards, digital currency, peer-to-peer, smartcards, micro-payments, and e-billing [19]. 2.6 OnJine Contracts: An online contract can be accomplished throt1gh the use of a digital signature. Digital signatures are the electronic equivalent of written signatures. The Electronic Signatures in Global and National Commerce Act of 2000 (E-sign Bi11) recently passed into law were developed for use in public-key cryptography to solve the problems of authentication and integrity. The purpose of a digital signature is for electronic authorization. The U.S. government's digital authentication standard is called the Digital Signature Algorithm. The U.S. government also recently passed digital­signature legislation that makes digital signatures as legally bindiqg as handwritten signatures. This legislation is designed to promote more activity in e-business by legitimizing online contractual agreements. 2.7 Security Protocols: Netscape Communkations developed the SSL protocol, developed as a non-proprietary protocol commonly used to secure communication on the Internet and the Web. SSL is designed to use public-key technology and digital 25 certificates to authenticate the server. in a transaction and to protect private information as it passes from one party to another over the Tnternet. SSL can effectively protect information as it is passes through the Internet but does not necessarily protect private information once stored on the merchant's server. An example of private information would be credit card numbers. When a merchant receives credit-card information with an order, the information is often decrypted and stored on the merchant's server until the order is placed. An insecure server wi th data that are not encrypted is vulnerable to unauthorized access by a third party to that information. SET protocol was developed by Visa International and MasterCard and was designed speci.tically to protect e-commerce payment transactions [20]. SET uses digital certificates to authenticate each party in an e-commerce transaction, including the customer, merchant, and the merchant's bank. In order for SET to work, merchants must have a digital certificate and special SET software to process transactions. Additionally, customers must have complementary digital certificate and digital walJet software. A digital wallet is similar to a real wallet to the extent that it stores credit (or debit) card information for multiple cards, as well as a digital certificate verifying the cardholder's identity. Digital wallets add convenience to online shopping because customers no longer need to re-enter their credit card information at each shopping site. 2.8 Integrated Tool Example: Drumbeat 2000: Macromedia Drumbeat 2000 is a tool capable of accepting and delivering complex infmmation and functionality through a web-interface [21]. The tool aids a visually skilled Web designer in competitively building a website without necessarily having to do any coding, which is useful in the 26 initial prolotyping phase. It is a tool that can interact with the back-end database with the ability to build a user-friendly client-side using Active Server Page (ASP) Web technology. ASP technology enables a real-time connection to the database, so any changes made to the database are immediately re flected on the client side. Macromedia D1umbeat 2000 claims to provide everything needed to build dynamic Web applications and online stores visually at a fraction of the typical development time and expense. The designers of Drumbeat 2000 also cl aim that the development environment can keep up with continuously evolving web technology, thus making it a future-oriented technology. 2.9 NGI: This initiatjve is a mulli-agency Federal research and development program began on October 1, 1997 with the participation of the following agencies: DARPA, DOE, NASA, NIH, NIST, and NSF (Table 4). These agencies arc charged with the responsibility of developing advanced networking technologies and revolutionary applications that require advanced networkjng. 2.10 Internet2: The Intemet2 is a consortium of over 180 uruversit ies leading the way towards a partnership with industry and government to develop advanced network applications and technologies in order to accelerate formation of a more advanced Internet. The primary goals of Internct2 are to create a leading edge network capability for the national research community, enable revolutionary Internet applications, and ensure the rapid transfer of new network services and applications to the broader Internet community. Through Intemet2 working groups and initiatives, Internet2 members are 27 collaborating on advanced app.lications, middleware, new networking capabilities, advanced network infrastructure, partnerships, and alliances [22). 3 OCCUPATIONAL ROLES IN illE In order to build, deploy, and maintain an Internet Enterprise, certain roles and positions most be filled for the organization to be effective. Table 5 lists and describes many of the relevant roles required within an enterprise initiative, such as Chief Privacy Officer (CPO), in addition to the more traditional organizational roles such as Chief Executive Ofilcer (CEO), Chief Technology Officer (CTO), and Chief Financial Officer (CFO) [20, 23]. 4 TECHNOLOGY IMPLEMENTATION AND STRATEGY 4.1 Microsoft Dotsmart Initiative: There are various approaches to imp.lementing strategic planning and technology implementations. For illustrative purposes, Microsoft is considered in this thesis to be one such approach for enterprise planning. Once the overall conceptualization and business pattern is created and a.ll the necessary occupational roles within the organization are identified, it is necessary to identify exactly which technology to utilize in order to build and implement the business venture. As the requirements of a business are analyzed, a useful guide is the Microsoft Dotsmarl Initiative. This mode of business analysis will help determine which business engineering concepts to use and what kinds of personnel are needed to 1un the operation. Additionally, the Microsoft Dotsmatt Initiative provides key points to address when building an Intemet operation from scratch. 28 4.2 Microsoft Technology Centers (MTCs): MTCs are areas designed for groups of entrepreneurs, Information Technology personnel, and businessmen for the rapid development. of robust e-commerce solutions. At these facilities, developers, entrepreneurs, and high-technology business persons use Microsoft Technology and the relevant knowledge to build enterprise solutions. The centers provide the essentials a team would need to develop an enterptise from the initial conception of the idea to launch. Microsoft provides essential equipment, support, and expe11ise, with an application of a ";best-practices" approach. These best practices have been tested before at MTCs, expediting the development progress and time to market. Laboratory sessions are designed to bring together an assortment of entrepreneurial individuals as they facilitate the development process using the latest Microsoft products. The MTCs offer customers wishing to capitalize on emerging Microsoft.NET technologies the service, infrastltlctme, and development environment to accelerate their projects and reduce thejr risk. The working laboratory is intended to help customers develop and test next-genera6on e-commerce technologies and demonstrate further the value of Windows platforms and other industry-standard systems for powering e­business. 4.3 Impact of XML: XML represents a more general way of defining text-based/ documents compared to Hypertext Markup Language (HTML). Both HTML and XML descend from Standard Generalized Markup Language (SGML). The greatest difference between HTML and XML is the flexibi lity of the allowable tag found in XML. An XML­based document can define its own tags, in addition to including a set of tags defined by a 29 third-party. This ability may become very useful for those applications that need to deal with very complex data structures. An example of an XML-based language is the Wireless Markup Language (WML). WML essentially allows text pm1ions of Web pages to be displayed on wireless devices, such as cellular phones and personal digital assistants (PDAs). WML works with the Wireless AppHcation Protocol (W AP) to deliver this content. WML is similar to HTML but does not require input devi ces such as a keyboard or mouse for navigation. In the case of a PDA thal requests a Web page on the Intemet, a WAP gateway receives the request, translates it, and sends it to the appropriate Internet server. In response, the server replies by sending the requested WML document. The WAP gateway parses this document's WML and sends the proper text to the PDA. This introduces the element of device portability. 4.4 Microsoft.Net Initiative: Microsoft announced a new generation of software called Microsoft .NET. This software is intended to enable every developer, business, and consumer to benefit from the combination of a variety of new Internet devices and programmable Web services that characte1ize NGI. Microsoft is trying to create an advanced new generation of software that wiiJ drive NGI. This initiative is called Microsoft.NET and it.s key purpose is to make information available at any time, in any place, and on any device. 4.5 Microsoft BizTalk 0 1·chestration: For IEE purposes, BizTalk Server 2000 is the considered a nex t-generation software that plays an important role in forming the infrastructure and tools for building successful e-commerce communities. The core of 30 BizTalk Server offers business document routing, transformation, and tracking infras tructure that is mles based. BizTalk Server offers many services that allow for quickly building dynamic business processes for smooth integration of applications and business partners while utilizing pubJic standards to ensure interoperability. Essentially, BizTalk server provides a method to build dynamic business processes quickly. 4.6 Back-end Configurations Using Microsoft Technology: In the design of the backend of a website, special considerations must be given to security. This is done by providing a kind of safety buffer from the greater world of the Internet using a demiUtarized-zone (DMZ) strategy. The components of a DMZ such as the firewall, the front-end network, the back-end nelwork, and the secure network function as a security buffer from the outside world. 4.7 Rapid Economic Justification (RE.fl: The REJ framework makes it possible for IT and business executives to demonstrate how specific investments in IT will eventually benefit the business, ensuring in the process that the IT projects are aligned with the specific business strategies and priorities. IT investments play a critical role in Internet enterprises. Important decision-making at the early stages of any venture does require an effective methodology to identify the best strategic IT investments. Leaders in the upper echelon of organizations such as CEOs, CTOs, and CFOs are being overwhelmed with complex information. REJ may prove to be a reliable method to quickly evaluate the true value worth and potential of a company by taking into consideration its intangible IT assets. 31 In the past, companies developed metrics for the valuation of IT investments on the basis of cost improvements. Metric methodologies have focused on Total Cost of Ownership (TCO), whereas the strategic role of IT in boosting new opportunities for business has been largely ignored. Understandably, the benefits of IT can be traced to ways of measuring business value the traditional way. Unfortunately, current business practices are not necessarily adequately equipped to handle the complexities of the New Economy. Although the economic justification of IT projects has been researched extensively in the past decade, the problem is that these metiJods and techniques require too much data-crunching power and time to prepare. These unwieldy research techniques need to be replaced by a new and practical approach to quantify swiftly and accurately the true value of IT investments. 5 MARKETING AND CUSTOMER RETENTION 5.1 Online Marketing: The Internet provides marketers with new tools and convenience that can considerably increase the success of their marketing efforts. An Internet marketing campaign such as advertising, promotions, public relations, partnering and Customer Relationship Management (CRM) systems are all an integral prut of the marketing process. Table 6 describes the various techniques at the marketer's disposal when using the Internet as the medium of customer information delivery [19]. 5.2 CRM Systems: CRM is a general but systematic methodology using both business and technological techniques to maintain and grow a business's customer base. CRM systems enable a business to keep detaj led records on the activity of its c ustomers 32 by using new, sophisticated tracking systems on the Internet. Table 7 shows various areas where CRM technology and CRM business techniques can assist in managing a customer base [19]. 5.3 Web Design Technology Example: Dreamweaver Technology: Macromedia Dreamweaver is Web technology for building websites on the Internet without the need for programming directly in HTivlL [21]. Also, Web designers are easily able to create Web-based leaming content with Dreamweaver 4.0. A Web designer has the ability to create site maps of the website that can be easily maintained and enhanced. This is a very popular technology available on the market that can be used to make professional quality websites for marketing and promotional purposes. 5.4 Web Enhancement Technology Example: Flash Technology: Macromedia Flash is a multimedia technology for applications on the Web. This technology gives the user, especially one not artistically talented, the ability to develop interactive animations that can look quite impressive. A flash movie can be embedded into a Web site or run as a standalone program, and Flash is compatible with Dreamweaver. Flash movies can be made with sound and animation, so it is useful as a software tool to produce demonstrations at the user-interface. Flash can be used on CD-ROMs and allows for the construction of cross-platform audio/video animations and still jmages. 33 \ 6 SUMI\-IARY TABLES We would like to reiterate emphasis areas for Electronic Enterprise as listed in the introduction of this module. These are a) hardware (mechanisms associated with physical world), b) software (mechanisms associated with computational world), c) netware (mechanisms associated with communications), and d) peopleware (mechanisms associated with human element) [23, 24]. Following tables provide a useful Jist in all these areas. For convenience, we include all summary tables in following order: Table 1 Enterprise Maturity Levels Table 2 Web Business Models Table 3 Electronic Transactions Table 4 NGI Participating Agencies Table 5 Occupational Roles in lEE Table 6 Marketing Techniques on the Internet Table 7 Customer Relationship Management 34 Table 1 Enterprise Maturity Levels Levels Focus Activity Coordination Infrastructure 5. Whole Human-society Process Self-directed teams Long-term oriented; in engineering dominate orientation, harmony with methodology workplace; toLal personal mastery, nature, people institutionalized; alignment; open, heavy investments routinely do the Flexible and honest in IT, continuous right things: predictable communication improvement change is second process, right the channels institutionalized nature first time, value- throughout adderl activities only 4. Wise Stakeholders and Process monitored Organjzational Organi:z.ation community automatically for structure based on competency oriented in high performance; cross-trained case management; harmony with dominated by teams; vision continuing community; value-added al igned with the education; team-people routinely activities; high needs of the based structure; doing things right. degrl:e of society tenm-oriented HR Changes are concurrency; few policy planned and handoffs mannged 3. Mature Customer oriented; Process defined Vision defined Integrated customer's needs and is measured with extensive capacity, are anticipated; buy-ins, multi- con sol ida ted people are proud to functional project function; work here teams exist; investment in participatory training and work culture with force planning; managers as flattened coaches organization 2. Stable Competition- Process under Internal focus, Short-term focus, oriented reactive statistical control; control oriented, fragmented bench-marking as functional division capacity, little IT, a result of reaction, hierarchical, inflexible process, difficult to get has many information, no handoffs and a formal HR policy substantial number of non-value-added tasks I . Ignorant Disoriented- Fire-fighting Ad- No clear vision, Don' t know where chaotic hoc, unpredictable, resources exist fragmented Rumor mill rampant 35 e-Business Model Storefront Model Auction Model Portal Model Dynamic Pricing Model Comparison Pricing Model Demand-Sensitive Pricing Model Table 2 Web Business Models Description The~ storefront model is what many persons think of when they bear the word e­business. The storefront model combines transaction processing, security, online payment and information storage to enable merchants to sell their products on lhe web. This is a basic form of e-commcrce where the buyer and seller interact directly. To conduct storefront c-commerce, merchants need to organize an online catalog of products, take orders through their Web sites, accept pnyments in a secure envi ronment, send merchandise to customers, and manage customer data. One of the most commonly used e-commercc enablers is the shopping cart. This order-processing technology allows customers to accumulate items they wish to buy as they continue to shop. www.amazon.com is a good example. Forrester Research reveals that an estimated $3.8 billion will be spent on online person-to-person auctions in the year 2000 alone. This number is expected to rise to $52 billion for Business-to-Business (B2B) auctions. Usually auction sites act as forums through which Internet users can log-on and assume the role of either bidder or seller. As a seller, you are able to post an item you wish to sell, the minimum price you require to sell it, your item, and a deadline to close the auction. As a bidder, you may search the site for availability of the item you are seeking, view lhe current bidding activity and place a bid. They usually do not involve themselves in payment and delivery. www.ebay.com is a good example. Portal sites give visitors the chance to find almost everything they are looking for in one place. They often offer news, sports, and weather, as weU as the ability to search the Web. Search engines are h01i zontal portals, or portals that aggregate information on a broad range of topics. Yahoo! at www.yahoo.com is an example of a horizontal portal. America Online (AOL) www.aol.com is an example of a vertical portal because it is a community-based site. The Web has changed the way business is done and the way products are priced. Companies such as Priceline (www.pricelinc.com) and Imandi (www.imandi.com) have enabled customers to name their prices for travel, homes, automobiles, and consumer goods. The name-your-price model empowers customers by allowing them to choose their price for products and services. The comparison pricing model allows customers to polJ a variety of merchants and find a desired product or service at the lowest price (i.e. www.bottomdollar.com). The Web has enabled customers to demand bener, faster service at cheaper prices. It has also empowered buyers to shop in large groups to achieve a group rate (i.e., www.rnercata.com). Customers become loyal to Mercata because it helps them save money. 36 e-Business Model Bartering Model Advertising Model Procurement Model B2B Service Provider Model · Online Trading Model Online Lending Model Online Recruiting Model Online Travel Service Model TabJe 2 (Continued) Description A popular method of conducting e-business is bartering, offering one item in exchange for anotiier. If a business is looking to get rid of an overstocked product, iSolve ~isolve.com) can help sell it PotenHal customers send their pricing pre ferences to the merchant who evaluates the offer. Deals are often part barter and part cash. Examples of items typically bartered are overstocked inventory items, factory surplus, and unneeded assets. Forming business models around advertising-driven revenue streams is the advertising model. Television networks, radio stations, magazines, and print media usc advertising to fund their operations and make a profit. www.Iwon.com is a portal site that rewards users with raffle points as they browse the site's content. www.freemerchant.com offers free hosting, a free store builder, a free shopping cart, free traffic logs, free auction tools and all the necessary elements for running an e-commerce storefront. Frccmerchanl makes money from its strategic partnerships and referrals. The procurement model means acquiring goods and services with effective supply chain management via a B2B Exchange. ICG Commerce Systems (www.icgcommerce.com) is a site that enables businesses, customers, suppliers, purchasers, and any combination of these to interact and conduct transactions over the Internet. The system supports B2B, B2C, and all variations of these models. · B2B service providers make B2B transactions on the Internet easier. These e-businesscs help other businesses improve policies, procedures, customer service, and general operations. Ariba (www.ariba.com) is a B2B service provider. The online trading model is essentially securities trading on the Internet. Trading sites allow you to research securities and to buy, sell, and manage all of your investments from your desktop; they usually cost less. Charles Schwab (www.schwab.com) is a notable example. Companies are now making loans online. E-loan (www.eloan.com) offers creditcard services, home equity loans, and the tools and calculators to help you make educated borrowing decisions. Recruiting and job searching can be done effectively on the Web whether you are an employer or a job seeker. Refer.com (www.refer.com) rewards visitors for successful job referrals. Web surfers can search for and arrange for all their travel and accommodations online, and can often save money doing so. Cheaptickets (www.cheaptic kets.com) .is a similar site that helps customers find discount fares for airl.ine tickets, hotel rooms, cruise vacations and rental cars. 37 e-Business Model Online Entertainment Model Energy Distribution Model Braintrust Model Online Learning Model Click-and-Mortar Model Table 2 (Continued) Description The entertainment industry has recognized this and has leveraged its power to sell movie tickets, albums and any other entertainment-related content they can fit on a Web page. ICast.corn (www.icast.com) is a multimedia-rich entertainment site. A number of companies have set up energy exchanges where buyers and sellers come together to corrununicate, buy, sell, and distribute energy. These companies sell crude oil, electricity, and the products and systems for distributing them. Altranet (_www.altranet.com) also sells energy commodities. Companies can buy patents and other intellectual property online. Yet2 (www.yct2.com) is an e-business designed to help companies raise capital by selling intellectuaJ property such as patents and trademarks. Universities and corporate-training companies offer high-quality distance education directly over the Web. Click2learn ~www.click2 1earn.com) has created a database of products and services to elp mdtvtdunls and companies fi.nd the education they need. Brick-and-mortar companies who wish to bring their businesses to the Web must determine the level of cooperation and integration the two separate entities will share. A company that can offer its services both offline and o nline is called click-and-mortar, such as Barnes & Noble (www.bn.com). 38 Electronic Transaction T e Credit Card Transactions E-wallets Debit cards Digital Currency Table 3 Electronic Transactions Descrjption Merchant must have a merchant. account with a bank. Specialized Internet merchant accounts have been established to handle online credit card transactions. These transactions are processed by banks or third-party services. To faci litate the credit card process, many companies are introducing electronic wallet services. E-wallets allow you to keep track of your billing and shipping information so it can be entered with one click. Banks and businesses are also creating options for online payment that do not involve credit cards. There are many forms of digital currency; digital cash is one example. It is stored electronically and can be used to make online electronic payments. Digjtal cash is often used with other payment technologies such as digital wallets. Digital cash allows people who do not have credit cards to shop online, and merchants accepting digital-cash payments avoid creditcard transaction fees. 39 Examples Companies like Cybercnsh (www.cybercash.com) and ICat (www.icat.com) enable merchants to accept credit card payments online like www.Charge.com. www. visa.com offers a variety of e­wallets. Entrypoint.com offers a free, personalized desktop toolbar that includes an e-wallct to facltitate one click shopping at its affiliate stores. In order to standardize e-wallet technology and gain wider acceptance among vendors, Visa, Mastercard, and a group of e-wallet vendors have standardized the technology with the Electronic Commerce Modeling Language (ECML), unveiled in June 1999 and adopted by many online vendors. Companies such as AroeriNet allow merchants to accept a customer's checking-account number as a valid form of payment. AmeriNet provides authorization and account settlement, handles distribution and shipping (fulfi11ment), and manages customer service inquiries. E-Cash Technologies (www.ccas.b.com) is a secure digital­cash provider that allows you to withdraw funds from your traditional bank account. Gift cash is another form of digital currency that can be redeemed at leading shopping sites. Web. Flooz (www.Jlooz.wm) is an example of gift currency. Some companies offer points-based rewards. www.beenz.com is an international, points-based currency system. Electronic Transaction Peer-to-peer Smart Cards Micropaymenls Table 3 (Continued) Description Peer-to-peer transactions allow online monetary transfers between consumers. A card with a computer chip embedded on its face is able to hold more information than an ordinary credit card with a magnetic strip. There are contact and contactless smartcards. Similar to smart cards, ATM cards can be used to make purchases over the Internet. Merchants must pay for each credit card transaction that is processed. The cost of some items could be lower than the standard transaction fees, causing merchants to incur losses. Micropayments, or payments that generally do not exceed $10.00, offer a way for companies offering nominal.ly priced products and services to generate a profit. 40 Examples cCash runs a peer-to-peer payment services that allows the transfer of digital cash via email between two people who have accounts at eCash­cnablcd banks. Pay Pal offers a digital payment system known as X payments. PayPal allows a user to send money to anyone with an email nddress, regardless of what bank either person uses or whether the recipient is pre-registered with the service. EConnect has technology in the form of a device that connects to your computer and scrambles financial data, making it secure to send the data over the Internet. EpocketPay is another product developed by eConnect that allows a consumer to make secure purchases from the ePocketPay portable device. This device acts as a cell phone with a card reader built into it and will allow you to make secure purchases anywhere. Millicent js a micropayment technology provider. Millicent handles all of the payment processing needed for the operation of an e-busi ness, customer support, and distribution services. Millicent's services are especially useful to companies that offer subscription fees and small pay-per-download fees for digjtal content. c-Billi ng Electronic llill Presentment and payment (EllPP) offers the ability to present a company's bill on multiple platforms online. Payments arc generally electronic transfers from consumer checking accounts. 41 The Automated Clearing House (ACH) is the current method for processing electronic monetary transfers. Table4 NGI Participating Agencies _A~c~ro~t~1Y~n_l_ _~ E_x~p_a_n_si~n --- ~ --- ~--~ --- DARPA Defense Advnnced Research Projects Agency DOE Department of Energy (beg inning in PY 1999) NASA National Aeronautics and Space Administration NIH National Insti tutes of Health NIST National Institute of Standards and Tec hnology NSF National Science Foundation 42 Occupation Entrepreneur e-Commerce Program Manager Enterprise Architect Business and Infonnation Architect Table 5 Occupational Roles in illE Descdptjon An entrepreneur on the Internet is usually the person with the initial idea for the entire business and is involved in its early stages of inception before official management takes over. e-Commerce Program Managers are involved in enterprise-wide e­commerce initiatives and projects, managing e-cornmerce integration and overall business and technology architecture and infrastn1cture. Usually, they arc senior-level line managers who are effective at uniting the business and technology front by coordinating units within an organization and across the extended enterprise. Enterprise Arc hitects are involved in the definition, alignment, and refinement of the overall ente rprise architecture. Their responsibilities include seeing to it that many of the tasks of program management are can·ied out properly. More important, they must provide guidance so individual projects can make optimal use of infrastructure resources for e-Cornmerce. A balancing act between business requirements and tcchnologicnl capabilities is accomplished through their efforts . Enterprise Architects have a duty to identify the requirements, goals, and constraints of the project. They allocate responsibilities for each of the architectural elements. They are also responsible for lhe coordination of the modeling and design activities for the overall enterprise architecture. They are the chief e-commerce architects because they coordinate the work information, infrastructure and application architects. All architects and modelers should be completely capable in design patterns common to the many facets of business and technology. The design pattern movement has affected all aspects of analysis, design, and implementation of component­based systems. Design patterns are the reusable material of architecture and have an important role in the complex distributed information systems lhat are conceived and developed today. Business and Information Architects have business domain knowledge, including business processes and logical information structures. They coordinate the work of business and technology analysts and modelers who develop abstract representations or business object models of the subjects, rules, roles, events, tasks, activities, and policies of the business domain. Application-neutral models that are built enable the reuse of business engineering analysis and design patterns and artifacts 43 Occupation Infrastructure Architect Application Architect Humru1 Factors Engineer Business Manager Internet Commerce Architect Table 5 (Continued) Description Infrastructure Architects identify the technical services required of the technology infrastructure to empower and support the logical busi ness and information architecture. They evaluate existing infrastructure services, s\~l ect those appropriate to a given project and acquire (via build or buy) new components needed in the infrastructure. They oversee the work of technical specialists in modeling the service architecture of the technical infrastmcturc. They maintain the technical components of the development repository. Application Architects coordinate the business process modeling activities across multiple projects and business domains. They coordinate the work of domain modelers and maintain the repository of business and component models. They evaluate existing business component services, sclectthose appropriate to a given project and (via build or buy) new components needed in the evolving business model. They maintain the business application components of thC development repository. Most importantly. tl1ey guide solution developers in blending the business object model with the infrastruchJre services needed to implement the models in an e~com merce platform. Human Factors Engineers are needed to design the next generation of user interfaces. While the graphical user Interface (GUD is recognized as the enabler of wide-spread personnl computing, task centered user interfaces provide assistance to end-users and can be a boon to productivity in the world of e-commerce. E-commerce transactions can involve a multitude of complex steps and processes. Well-designed user interfaces can help navigate and guide the user through these tasks, keeping track of the progress, and picking up where users leave off when transactions span multiple sessions of work. The Business Manager is responsible for the business approach on the Internet, creating and operating the Internet presence for the business, deciding what products and services are sold online, determining pricing, and establishing the key business relationships needed lo make a venture successful. This is primarily a business role, with particular attention paid to the success of the online business and bottom line. The Internet Commerce Architect is generally a systems analyst who turns the business requirements into a system design that incorporates the creation and management of content, the tnmsaction processing, fulfillment, and technical aspects of customer service 44 Occupation Solution Developer Content Designer Content Author Implementor Database Administrator Internet Sales and Marketing Customer Service Representative T~lble 5 (Continued) Description Solution Developers are application developers. They develop the use cases for the specific application at hand, compose solutions through extensive use of business object models, and use repositories. They assemble application components to implement c-commercc application. Unlike conventional programmers or programmer/analysts, they do not build or pmgram components. Instead, they assemble or glue together business solut ions from prefabricated components. They use highly integrated development environments (IDEs) such as IBM's VisuaiAge, Symantec's Visual Caf6, Sybase's PowcrJ, and Inprise's Jbuilder. Emerging Computer Assisted Software Engineering (CASE) tools and related methods will likely appear that tighten the link between business modeling and software development. Tools for understanding and managing business processes, such as Inte11icorp's LiveModel allows solution developers to build logical business that can automate the configuration and management of the SAP/R3 ERP system. The Content Designer is responsible for the look and feel of an Internet commerce system, including the graphic design, page layout, and user experience. The Content Author creates or adapts product information into a form that can be used for internet commerce, working within the design laid out by the content designer. The Impleme::ntor is responsible for creating any programs or software extensions needed to make the Internet commerce system work. For example, an Implementor might write the software or construct an ASP page using Drumbeat 2000 that takes product information from a database and dynamically renders it into a Web page. In the case that a database is used in the back-end, the Database Administrator (DBA) manages the creation and operation of the database to ensure its reliability, integrity, and performance. The Sales and Marketing team is responsible for focused efforts in promoting Internet-based commerce. Customer Service Representatives answer questions about products, assist buyers with registration or the purchasing of goods and services. 45 Occupation Component Developer Operations Manager System Supervisor System Administrator Security Officer Fulfillment Agent CPO Internet Lawyer Internet Accountant Table 5 (Continued) Description Component Developers usually build components in the form of coding projects. They are masters of component technology and know the intricacies of composition, delegation, and object-oriented systems analysis and design. They are proficient in component development languages (such as Java and C++), modeling standards (such as UMLand XMI), and distributed computing platforms (such as CORBA, DCOM, EJB). They understand and think in terms of architectural design patterns. In the meanti me, they will close the gap between business requirements and available components. Component developers must be highly qualified software engineers since quality'components do not just happen. They are carefully constructed using quality soflware engineering disciplines. Component Developers, therefore, must be highly trained specialists and masters of software quality processes such as CMM and ISO, as well as masters of component-based development methods. The Operations Manager is responsible for managing all service activities for the Internet commerce system. The System Supervisor manages the system staff. The System Administrator is responsible for the technical operations of the computer systems and networks. The Security Officer ensures that appropriate security measures have been taken in the design and implementation of the Internet commerce system. The Fulfillment Agent is responsible for shipping and handling of physical goods or delivery of services. In the case of digital goods, the fulfillment agent is responsible for overseeing the operation of the fulfillment system. The Chief Privacy Officer is io charge of measures for ensuring the security of vital company information, such as customer credit card numbers remains secure within the company network. An Internet Lawyer is a legal expert for Internet fu nctions. The .importance of this position cannot be overstated, because new laws and regulations could ki ll a company without legal assistance, prevention, or intervention. The Internet Accountant is responsible for ensuring that the proper accounting procedures have been followed for Internet-based transactions. 46 Technique Domain name FAQ Forum Networking Faci litation Promotions c-Business advertising Pay-per-click Pay-per-lead Pay-per-sale Webcasting Interactive Advertising Public Relations and press releases Trade shows Table 6 Marketing Techniques on the Internet Description The Universal Resource Locator (URL) represents the address of the domain name, which must be chosen with care because it reflects the company's values immediately and connotes immediate meaning to customers with its first impression. One can purchose a domain name at www.networksolutions.com. A frequently asked questions (FAQ) section contributes to a user­fiiendly site. An onli ne forum on the website enables customers to congregate at a pre-de~ign at cd place on the site to post comments and to share ideas. This promotes site activi ty. It is important to make it easy for the customer to recommend a site to a friend. This can be accomplished with a quick button that brings up an email exchange. c-Business promotions can attract visitors to your s ite and can influence purchasing. Netcenlives.com is a company that can provide your business with customer reward programs. P ublicizing through traditional channels such as television slots, movies, newspapers, and magazines is effective. Pay-per-click is a mode of operation that calls for paying the host according to the number of click-throughs to a site. Pay-per-lead is a mode of operation that pays the host for every lead generated from the advertisement. Pay-per-sale is a mode of operation that pays the host for every sale resulting from a click through. Webcasting is a broadcasting technique on the Web that uses streaming media to broadcast an event over the Web. Interactive Advertising involves consumers in the advertising campaign. An example is WebRIOT, a game show on MTV. The game is aired on television, and viewers can join in the game at the same time by playing online. Public Relations (PR) and press releases keep customers and your company's employees current on the latest information about products, services, and intemal and external issues such as company promotions and consumer reactions. Trade shows arc excellent opportunities to generate site interest by speaking at conferences, which increases brand awareness 47 Table 7 Customer Relationship Management CR.M:Area Handling Sales tracking Transaction support Data-mining Call center Log-file analysis Cookie Customer registrntion Personalization One-to-one marketing Onsite Search engine Registering with Internet search engines Partnering Afffiiate Programs Culture management Description Handling is essentially the maintenance of out-bound and in-bound calls from customers and service representatives. Sales tracking is the process of tracing and recording all sales made. Transaction support entails technology and personnel used for conducting transactions. Data-mini ng is a wny to analyze information collected from visitors. Data-mining uses algorithms and statistical tools to find patterns in data gathered from customer visits. A call center gathers customer-service representatives who can be reached by an 800 number or through email, online text chatting, or real-time voice communications. A log-file analysis is a useful way to keep track of your visitors in tenns of site visits, including each visitor's location, IP address, time of visit, frequency of visits, and other key indicators. A cookie is a technology that keeps a profile on each visitor. Customer registration is an excellent method to create customer profiles because visitors fi ll out a form with personal information. Personalization technology can help a company understand the needs of its customers and the effectiveness of its website, thereby catering to the whims of the customer. One-to-one marketing such as e-mails confirms purchases and offers new products, showing customers that the business appreciates their patronage. Onsite Search engines allow people to find information relative to a subject of interest amidst the large amounts of information available on a personal website. Registering with Internet search engines is important because there are reportedly over 400 se::arch engines in usc on the Internet. This process makes a website known to the world by submitting the website as a searchable domain name in a sea of domain names. Partncring is a way of forming a strategic union with another company. Generally, legal contracts are usually written to define the relationship in a wf'ly to help a company provide customers with complimentary services and product<;. An Affiliate Program is an agreement between two parties that one will pay the other a commission based on a designated consumer action. Affi liate programs establish new income streams for companies and individuals that host the advertising affili ate websites. Culture management is the ability to understand and cater lo a target audience's patronage and culture, especially in global enterprises. 48 LIST OF REFERENCES [1] 0. Aktunc, ";The Role of Component Technologies on Enterprise Engineering,"; Masters Thesis, Department of Electrical and Computer Engineering, University of Alabama at Birmingham, 2002. [2] D.H. Liles, M.E. Johnson, L.M. Meade, and D.R. Underdown, ";Enterprise Engineering: A Discipline?"; Society for Ente1prise Engineering Conference Proceedings, June 1995. [3] L. Whitman, Enterprise Engineeiing IE8801 class webpage, http://webs.twsu. edu/enteng, 2002. [4] W.D. Barnett and M.K. Raja, ";Object-Oriented Enterprise Engineering,"; http:/ /webs. twsu .edu/enteng/papers/OOEE. pdf, 1999. [5] J. Orr, ";Enterprise Engineedng Modeling,"; http://www.cadinfo.net/editorial!eem. htm, 2002. [6] H. Eriksson and M. Penker, Business Modeling with UML, New York: Wiley, 2000. [7] G. Herzum and 0. Sims, Business Component Factory, New York: Wiley, 2000. [8] ";Enterprise Design and Engineering,"; http://www.eil.utoronto.ca/ent-eng/, 2002. [9] M. Segal, M. N. Tanju, 0. Aktunc, and M. M. Tanik, ";Strategy Formulation for E-Business ,"; in The fifth World Conference on Integrated Design & Process Technology, 2000, Proceedings CD. [10] E.M. Roche, ";Managing Information Technology in Multinational Corporations,"; Macmillan Publishing Company, New York, 1992. [11] C. Chandra and A.V. Smirnov, ";Ontology-Driven Knowledge Integration for Consumer-Focused Smart Companies,"; Proceedings of the Twelfth Annual Conference of the Production and Operations Management Society, POM-2001, Orlando FL, 2001. [12] G.J. Cross, ";Now e-Business is Transforming Supply Chain Management,"; Journal of Business Strategy, March/April, pp. 36-39, 2000. [13] S. Chincholikar, 0. Aktunc, and M.M. Tanik, ";TheN-Queens Test-Bed,"; Technical Report 2001-1 0-ECE-0 11, Department of Electrical and Computer Engineering, University of Alabama at Birmingham, 2001. [14] S. Davis and J. Botkin, ";The Coming of Knowledge-Bases Business,"; D. Tapscott, eds., Creating Value in the Network Economy, Boston: Harvard Business School Publishing, 1999. 49

Text finalised on December 15th, 2023. This document is the result of collective reflection on the part of the CIDOB research team.Coordinated and edited by Carme Colomina, it includes contributions from Inés Arco, Anna Ayuso, Ana Ballesteros, Pol Bargués, Moussa Bourekba, Víctor Burguete, Anna Busquets, Javier Carbonell, Carmen Claudín, Francesc Fàbregues, Oriol Farrés, Agustí Fernández de Losada, Marta Galceran, Blanca Garcés, Seán Golden, Berta Güell, Julia Lipscomb, Bet Mañé, Ricardo Martínez, Esther Masclans, Óscar Mateos, Sergio Maydeu, Pol Morillas, Diego Muro, Francesco Pasetti, Héctor Sánchez, Reinhard Schweitzer, Antoni Segura, Cristina Serrano, Eduard Soler i Lecha, Alexandra Vidal and Pere Vilanova.  2024 will be a year of ballots and bullets. The elections held in more than 70 countries will serve as a stress test for the democratic system, and the impact of the multiple conflicts stoking global instability will shape a world in the throes of a global power shift and a clear regression in terms of humanitarianism and fundamental rights.The erosion of international norms is more acute than ever, and events become more unpredictable. 2024 begins wide open, marked by an increasingly diverse and (dis)organised world, with hanging interests and alliances in issues such as geopolitical competition, green and digital transitions, or international security.The economic consequences of the succession of crises of recent years will be more visible in 2024: economic growth will be weak, and China's downturn will reverberate in emerging economies, in a climate of rapid tightening of financial conditions and a strong dollar. 2024 will be a year of ballots and bullets, a stress test both for the democratic system and for the multiple conflicts stoking global instability. We still face a world in disarray, in upheaval and in dispute. This time, however, any analysis hangs on the huge question mark of the intense series of elections that will shape the coming year. With all-out hostilities in Ukraine, Palestine, Sudan or Yemen, we are seeing the most active conflicts of any time since the end of the Second World War. How the various armed conflicts and the outcome of the more than 70 elections marked on the calendar impact one another will set the geopolitical agenda for the coming months.There are elections that can turn the course of a war. The political fallout of the brutal Israeli offensive in Gaza or the stalemate on the Ukraine front also depend on the presidential race in the United States. The cracks in transatlantic unity and the increasingly direct accusations of double standards in the West's loyalties are not unrelated to what happens in the United States on November 5th, 2024. A return of Donald Trump to the White House would bring a drastic shift in the power relations and Washington's position in each of these conflicts, from weapons' supplies to the Ukrainian government or the support for Israel, to confrontation with Russia and China.Yet it is not only about the future of US democracy; over 4 billion people will go to the polls in more than 70 countries. The European Union (EU), India, Pakistan, Indonesia, Taiwan, Mexico, Venezuela or Senegal, for instance: major actors that wield demographic or geopolitical clout will mark a year of unprecedented electoral intensity and shape a world in the throes of a global power shift and a clear regression in terms of humanitarianism and fundamental rights. More elections do not mean more democracy, however. We live in an age of Artificial Intelligence (AI) and extremely sophisticated manipulation that threatens the integrity of the ballot box. Hybrid systems are gaining ground, and it remains to be seen whether the cycle of elections in 2024 will signal a moment of deep degradation for democracy or a moment of resistance.The sensation of disorder is not new, nor even its quickening pace. But every year the erosion of current international norms is more marked, and events become more unpredictable. The world is increasingly decentralised, diversified and multidimensional. This "multiplex order", as Amitav Acharya described it in 2017, is cementing, because everything is happening simultaneously. And yet this reshaping of the world is still wide open because several struggles are playing out at once.







1. More conflict, more impunity2023 has been one of the most conflictive years in the world since the end of World War II. In just twelve months, political violence has increased by 27%. It grew in intensity and frequency. The war in Gaza brought 2023 to a close, with over 17,000 dead accounted for so far, warnings from the United Nations of the risk of humanitarian collapse and genocide of the Palestinian population trapped in the Strip, and the standoff between the Israeli prime minister, Benjamin Netanyahu, and the UN secretary general, António Guterres, to try to secure a ceasefire. In this ongoing crisis of the liberal order and amid discussion over the validity of international law, Israel has dealt a severe blow to the credibility of the United Nations. The Security Council has become an instrument of paralysis; a pincer in the service of the interests of old powers that have led Guterres to publicly acknowledge his frustration and sense of impotence. A politically weakened United Nations clings to its humanitarian action on the ground to try to make the difference between life and death. At least 130 UN humanitarian workers have lost their lives in Gaza since October 7th, the highest number of UN fatalities in a conflict in its history. 2023 has been a violent year. It is estimated that 1 in 6 people in the world have been exposed to conflict in the last twelve months. The sense of impunity and disregard for international law has escalated. Not only in Gaza. The entrenchment of the war in Ukraine; the expulsion of the ethnic Armenian population from Nagorno Karabakh; or the succession of coups in six African countries in the last 36 months are a clear illustration of this moment of "deregulation of the use of force", which has been crystallising over years of erosion of international norms. And if in late 2023 we saw the departure of the international troops from the G5 Sahel deployed to Burkina Faso and Niger, as had already occurred the previous year with the expulsion of the French forces from Mali, in 2024 it will be the United Nations mission in Sudan (UNITAMS) that will have to leave the country before February 29th. Human Rights Watch has called the withdrawal a "catastrophic abdication" because it increases the risk of large-scale atrocities and abuses in a scenario of civil war, ethnic cleansing and famine that has forced more than 7 million people to flee their homes, making Sudan the country with the highest number of internally displaced persons in the world.And yet the international struggle to curtail impunity will be equipped with new tools in 2024. As of January 1st, the Ljubljana - The Hague Convention on International Cooperation in the Investigation and Prosecution of the Crime of Genocide, Crimes against Humanity, War Crimes and other International Crimes could be signed (and ratified) by the United Nations member states that wish to join. It is the primary treaty for fighting impunity for international crimes and facilitates cooperation among states in the judicial investigation of these crimes, it ensures reparation for victims and streamlines extradition. At the same time, the UN is also drafting a Convention on crimes against humanity with the aim of creating a treaty that is binding in international law, especially in a climate marked by an increase in these crimes in countries like Myanmar, Ukraine, Sudan or Ethiopia. The United Nations General Assembly will assess the progress of the negotiations in autumn 2024. It will all coincide with the 30th anniversary of the Rwanda genocide.In March 2023, the International Criminal Court (ICC) issued an arrest warrant for the Russian president, Vladimir Putin, for war crimes in Ukraine, to no effect so far. But should Putin decide to attend the next G20 summit in Brazil in November 2024, it would present a challenge to the host country since, unlike last year's host India, Brazil is a party to the Rome Statute of 1998, the international treaty that led to the creation of the ICC. While President Lula da Silva initially said Putin would not be arrested if he attends the summit, he later rowed back, stating that the decision would fall to the Brazilian justice system and not the government. Despite the pessimism these treaties might produce, in recent months we have seen how, following the Azerbaijani military offensive in Nagorno Karabakh, Armenia signed the ICC's Rome Statute in November, acquiring member status as of February 2024. In addition, in late 2023 South Africa, Bangladesh, Bolivia, the Comoros and Djibouti called for an International Criminal Court investigation into war crimes, crimes against humanity and genocide in Palestine. In November 2023, the French judicial authorities issued an international arrest warrant for the Syrian president, Bashar al-Assad – rehabilitated back into the Arab League the same year, more than a decade after being thrown out – and for several of his generals over the use of chemical weapons against their own people in 2013.2. Democracy under scrutinyMore than 4 billion people will go to the polls in 76 countries, which amounts to nearly 51% of the world's population. While most of the people in these countries will vote in full or flawed democracies, one in four voters will take part in ballots in hybrid and/or authoritarian regimes. In countries such as Russia, Tunisia, Algeria, Belarus, Rwanda or Iran the leaderships will use these elections to try to tighten their grip on power and gain legitimacy in the eyes of their citizens, while the other half of the electorate will exercise their right to vote in countries that have undergone democratic erosion or displayed illiberal tendencies in recent years, like the United States or India.The close of 2023 saw the inauguration of the "anarcho-capitalist" Javier Milei as Argentina's president, confirming the deep crisis of traditional parties and the rise of radical agendas, from Nayib Bukele's aggressively punitive approach in El Salvador ―who will seek re-election in 2024―, to Popular Renewal bursting onto the electoral scene in Peru, following the party's refoundation by the current mayor of Lima, Rafael López Aliaga. They are extreme responses to the various political, economic and security crisis situations. In Europe, there were mixed results at the polls, with victory for the Polish opposition, on one hand, and a win for the Islamophobic Geert Wilders in the Netherlands, on the other. The rapid succession of elections in 2024 will be decisive in determining whether the protest, fragmentation and rise of political extremism that have transformed democracies worldwide are reinforced or whether the system weathers the storm.The votes of women and young people will be key in this test of democracy. They were in Poland, punishing the reactionary polices of the Law and Justice Party (PiS). In Brazil or Austria, for example, men's support of far-right forces is 16 percentage points higher than that of women. In Mexico, the ballot in June 2024 will elect a woman as the country's president for the first time in its history. The two candidates are Claudia Sheinbaum, a former mayor of the capital, for the ruling leftist party Morena, and Xóchitl Gálvez, for the opposition coalition Broad Front for Mexico, which brings together the conservative National Action Party (PAN) and the PRI (Institutional Revolutionary Party), among others. In the United States, the mobilisation of young Latinos will be particularly important. More than 4.7 million young Hispanics have obtained the right to vote in the last few years and they will play a significant role in key states like Nevada or Arizona. While this cohort tends to have a progressive stance and leanings, their view of the dominant parties is complex: questions of identity, discrimination or racism colour their relationships with both the Democrats and the Republicans and they reject political identification, reinforcing the idea that polarisation in the United States is more apparent among politicians than among their voters. Despite that, the fear of unfair elections has increased dramatically (from 49% in 2021 to 61% in 2023). Although US voters still perceive economic inequality as the main threat (69%), probably the greatest challenge in this election race is the presence of Donald Trump, not only because his immediate future is in the hands of the courts but also because if he does become the Republican presidential nominee, it will mean that the party has decided to place its future in the hands of the man who tried to overturn the results of the election four years ago and who the Congress committee to investigate the storming of the Capitol on January 6th, 2020, accused of "insurrection". January will see the start of the state primaries and caucuses. But with the final nominees still to be decided, according to the polls the scenario of an electoral contest between two candidates approaching or in their eighties currently favours Trump. Meanwhile, the date of the former president's trial can get dangerously close to the Super Tuesday, scheduled for March 5, the day on which 13 states vote in the Republican primaries.An investigation by The Guardian with the University of Chicago found that 5.5% of Americans, or 14 million people, believe that the use of force is justified to restore Donald Trump to the presidency, while 8.9% of Americans, or 23 million people, believe that force is justified to prevent him from being president. It is not an isolated trend. The risk of political instability and violence related to electoral processes is on the rise, as the Kofi Annan Foundation confirms.The future of the European Union, which is facing the winter with two wars on its doorstep, will also be decided at the ballot box. Apart from the elections to the European Parliament, which will be held from June 6th to 9th, 2024, 12 member states are also going to the polls. The general elections in Belgium, Portugal or Austria will be a good gauge of the strength of the far right, which is shaping up as one of the winners in the elections to the European Parliament. If the vote in 2019 spelled the end of the grand coalition that had guaranteed social democrats and Christian democrats a majority in the chamber since the European Parliament's beginnings, the big question now is knowing just how far right the European Union will swing.The latest voting intention projections show significant results for the Identity and Democracy (ID) group, home of extreme-right parties like Marine Le Pen's National Rally (RN) and Alternative for Germany (AfD), which would win as many as 87 seats and surpass the other family on the radical right, the European Conservatives and Reformists (ECR), led by the Italian prime minister, Giorgia Meloni, which would go from 66 MEPs at present to 83. Despite the loss of seats for the traditional forces, the European People's Party (EPP) will remain the EU's main political family. So, one of the questions in 2024 is whether the EPP, led by the Bavarian Manfred Weber, would be ready to seek a possible majority with the radical right.The new majorities will be crucial to determining the future of European climate commitments, continued aid to Ukraine and urgent institutional reforms to facilitate the accession of future members. The EU must deliver on the promise of enlargement, but it is increasingly ill-prepared to carry it through.Four candidate countries to join the EU will hold elections in 2024: Bosnia and Herzegovina, Moldova, North Macedonia, and Georgia, as well as the question mark hanging over the staging of elections in Ukraine. According to its constitution, Ukraine should hold elections in March 2024. But under martial law, imposed in the wake of Russia's invasion in 2022, with part of the electorate reluctant to vote in such exceptional circumstances and 8 million Ukrainian refugees outside the country, Volodymyr Zelensky already said in November that it was not "the right time" to go to the polls.The United Kingdom too, in the throes of a political and social crisis could hold early general elections, which are scheduled for January 2025. With the Conservatives facing a challenging scenario against the Labour Party headed by Keir Starmer, the current prime minister, Rishi Sunak, has the power to call the election at a time of his choosing at any point before then. Another issue is Libya. Since the United Nations plan to stage elections was postponed indefinitely in 2021, the inability to reach an agreement between the members of the two governments in the east and west of the country has put the possible date for elections back again, to 2024.There will be 16 elections in Africa, although only six of them will take place in countries considered to be democratic. Thirty years after the 1994 elections in South Africa, which marked the beginning of a democratic journey dominated since then by the African National Congress (ANC), the political landscape is beginning to change. The 2024 general elections may confirm the weakening of power and support for the ANC, while the main opposition parties seek alliances to present an alternative. In addition, the complicated economic situation, combined with other factors such as corruption, has led to the growing popularity of extremist parties.Also in India, the opposition presents itself more united than ever against Narendra Modi seeking to renew a third term in the spring. Boosted by nationalism, polarization, and disinformation, Modi will showcase the country's economic and geopolitical achievements. In 2023 India surpassed China as the most populous country in the world.Finally, it also remains to be seen what degree of participation the Venezuelan opposition might have in the presidential elections agreed with Nicolás Maduro for the second half of the year. For now, the internal panorama has become even more strained with the intensification of the territorial conflict with Guyana and the mobilization of the army.







3. From information overload to social disconnection Societies are increasingly weary, overwhelmed by the saturation of content and exhausted by the speed of the changes they must assimilate. Political and electoral uncertainty and the multiple conflicts that will shape 2024 will only widen the distance between society, institutions and political parties. The number of people who say they "avoid" the news remains close to all-time highs and is particularly prominent in Greece (57%), Bulgaria (57%), Argentina (46%) or the United Kingdom (41%). The main reasons? The excessive repetition of certain news stories and the emotional impact they can have on the population's mental health. In particular, according to the Reuters Institute, this fatigue is prompted by issues such as the war in Ukraine (39%), national politics (38%) and news related to social justice (31%), with high levels of politicisation and polarisation. The echoes of the COVID-19 pandemic, images of war-related violence and the economic impact of such events on increasingly adverse living standards for the population have magnified this trend towards disconnection, aggravated by a sense of loneliness and polarisation. Yet this drop in news consumption has gone hand in hand with greater use of social networks: younger generations, for example, are increasingly likely to pay more attention to influencers than to journalists. At the same time, there is growing fragmentation on the social networks. The migration of users to Instagram or TikTok has also changed the way current affairs are consumed, with a prioritisation of leisure over news content. It is not just a voluntary rejection of information; this tendency to disconnect has also led to a reduction in the social participation and involvement in online debates that had characterised the Arab Springs, the MeToo movement or Black Lives Matter. Nearly half of open social networks users (47%) no longer participate in or react to the news. But, moreover, the disconnect from the news is also linked to the political disconnection and social shifts that have clearly altered electoral behaviour. Demographic changes related to technology use and an environment of constant volatility have also resulted in a drop in voter loyalty and that has contributed to the crisis of the traditional parties. The identity element of belonging to a party has changed among young people. Identification is built on stances on issues such as climate change, immigration, racism, women's or LGBTQIA+ rights or even the conflict between Israel and Palestine. Some 65% of American adults say they always or often feel exhausted when thinking about politics. According to the Pew Research Center, six out of ten Americans of voting age admit to having little or no confidence in the future of their country's political system. And this discontent extends to the three branches of government, the current political leaders and candidates for public office. When asked to sum up their feelings about politics in a word, 79% are negative or critical. The most frequently repeated words are "divisive", "corrupt", "chaos" or "polarised", and they complain that conflicts between Republicans and Democrats receive too much attention and there is too little attention paid "to the important issues facing the country". The paradox, however, is that this discontent has coincided with historically high levels of voter turnout over the last few years. The question is whether there will be a repeat of this in the presidential elections in November, especially when they reflect another element of generational disaffection: gerontocracy. The average age of global leaders is 62. In young people's view, the traditional political parties have failed to articulate a direct form of communication, increasing the sense of disconnection between society, politicians and institutions. In this context, a repeat of the Biden-Trump confrontation in 2024 would emphasize the extreme polarization between Republicans and Democrats in an electoral cycle considered risky. Abortion rights and security remain strong mobilization points for voters.Sometimes, however, the disconnection can be forced and in this case a news blackout becomes a weapon of repression and censorship or freedom of expression. Iran, India and Pakistan were the three countries with most new internet restrictions in the first half of 2023, and all three are holding elections in 2024. With the rise and consolidation of AI, disinformation will be an additional challenge in this "super election year". The rapid progress of AI, particularly generative AI, may cast an even longer shadow over trust in information and electoral processes. The refinement of deepfakes, quick and easy creation of images, text, audios files or propaganda by AI and a growing dependence on social media to check and research facts form a breeding ground for disinformation at time when there is still no effective control of these technologies. Perhaps that is why the Merriam-Webster dictionary's word of the year for 2023 is "authentic". With the prelude of "post-truth" in 2016, technology's capacity to manipulate facts has no precedent, from the authenticity of an image to the writing of an academic work. Hence more than half of social media users (56%) say they doubt their own capacity to identify the difference between what is real and fake in news on the internet.4. Artificial intelligence: explosion and regulation 2023 was the year that generative AI burst into our lives; the year that ChatGPT was presented to society, which in January, just two months after its launch, already had 100 million users. In August, it hit 180 million. Yet the revolution also brought a new awareness of the risks, acceleration and transformation involved in a technology that aspires to match, or even improve or surpass human intelligence. That is why 2024 will be a crucial year for AI regulation. The foundations have already been laid. It only remains to review the different initiatives under way. The most ambitious is that of the European Union, which is resolved to become the first region in the world to equip itself with a comprehensive law to regulate artificial intelligence and lead the coming leap forward. The EU has opted to categorise the risks (unacceptable, high, limited or minimal) posed by the use of AI systems and will require a "fundamental rights impact assessment" be carried out before a "high-risk" AI system can be put on the market. The agreement reached in December will be ratified in the first quarter of 2024 and give way to a period of two years before its full implementation in 2026.Almost at the eleventh hour too, on December 1st of 2023 the G7 agreed international guidelines for artificial intelligence developers and users, particularly for generative AI, mentioning the need to introduce measures to deal with disinformation. G7 leaders see it as one of the chief risks because of possible manipulation of public opinion on the eve of a year of global election overdrive.But the debate on governance goes hand in hand with a geopolitical race to lead technological innovation and, unlike the EU, in the case of the United States and China that also means development of its military application. Both countries are looking to bolster their leadership. The first international AI safety summit, called by the British prime minister, Rishi Sunak, became a meeting point of major global powers – both public and private; techno-authoritarian or open – trying to regulate or influence the debates on regulation under way. A second in-person summit will take place in Seoul and a third one in Paris, both in 2024 . For now, the "Bletchley Declaration" is on the table, a document signed by 28 countries that gathers the pledge to tackle the main risks of artificial intelligence, an agreement to examine tech companies' AI models before they are launched and a deal to assemble a global panel of experts on artificial intelligence inspired by the United Nations Intergovernmental Panel of Experts on Climate Change (IPCC) . In addition, at the US Embassy in London, 31 countries signed a parallel (non-binding) agreement to place limits on the military use of AI. China, for its part, continues to move towards its goal of reaching 70% self-sufficiency in critical technologies by 2025, while clearly increasing its presence in the main tech-related international standardisation bodies.To add to this flurry of regulatory activity, a Global Digital Compact will be agreed at the Summit of the Future in September 2024, organised by the United Nations. This agreement will create a framework of multi-actor and multisectoral cooperation among governments, private enterprise and civil society, which should lay down a set of common rules to guide digital development in the future. The application of human rights online, the regulation of AI and digital inclusion will be some of the main topics under discussion.This need to regulate artificial intelligence will also be heightened in the coming months by a growing democratisation of AI tools, which will bring greater integration into different professional sectors. The focus on a responsible AI will be stepped up locally (more cities deploying AI strategies or regulatory frameworks), nationally and transnationally. As AI takes on a more important role in decision-making throughout society safety, trustworthiness, equity and responsibility are crucial. The latest annual McKinsey report on the use of generative AI tools says that a third of companies surveyed had begun to use these types of programs. The tech and communications sector (40%), as well as financial services (38%) and the legal profession (36%), are the frontrunners in their use and application. Yet the same survey also states that precisely the industries relying most heavily on the knowledge of their employees are those that will see a more disruptive impact of these technologies. Whether that impact is positive or negative is still unclear. Unlike other revolutions that had an effect on the labour market, it is white-collar workers who are likely to feel most vulnerable in the face of generative AI. A European Central Bank study, meanwhile, says that AI has not supplanted workers, but it has lowered their wages slightly, especially in jobs considered low and medium-skilled, which are more exposed to automatisation, and particularly among women.In the midst of this regulatory acceleration of the digital revolution, 2024 will also be the year when the European Union deploys, to it full potential, the new legislation on digital services and markets to place limits and obligations on the monopolistic power of the major platforms and their responsibility in the algorithmic spread of disinformation and harmful content. As of January 1st, it will be compulsory for Big Tech to abide by these regulations, with potential fines for breaches of as much as 6% of global turnover, according to the DSA (Digital Services Act) and between 10% and 20% of global turnover, according to the DMA (Digital Markets Act). The flow of international data will also increase in 2024, particularly transfers between the EU and the United States, by virtue of the new Data Privacy Framework approved in July 2023. We will also see fresh scrutiny from NGOs and digital rights groups to ascertain the legality of these transfers and whether they respect individual privacy.5. Economic fallout and debt sustainabilityThe economic consequences of the succession of crises of recent years will be more visible in 2024, especially the impact of the interest rate hikes to counter the biggest spike in inflation in 40 years following the energy crisis of 2022. Meanwhile, tougher financing conditions will limit fiscal policy, following the rapid rise in borrowing to tackle COVID-19 and the impact of the war in Ukraine.In a climate like this, growth will be slow. The International Monetary Fund (IMF) does not expect inflation to return to the target of most central banks until 2025, which augurs high interest rates for a long time yet, especially if there is a strain on oil prices again against a backdrop of geopolitical uncertainty. The IMF's growth forecast for 2024 is 2.9%, much the same as the estimate for 2023 and below pre-pandemic growth rates.Economies, however, will cool unevenly. The United States appears to have dodged recession thanks to the strength of its labour market and of fiscal incentives, which means it is likely to have a softer landing. Industrial relocation policies, like the Inflation Reduction Act, record corporate profits after Covid and the extraordinary loss of purchasing power caused by inflation are some of the ingredients to explain the resurgence of the US labour movement, without precedent since the 1970s. Its success may spread to other sectors and economies with strained labour markets. Thus, a fall in inflation and an increase in salaries in 2024 could provide some economic relief.







In the European Union, there will be greater scrutiny of public accounts, especially those of countries with least financial wiggle room like Italy, following a sharp increase in borrowing to tackle the pandemic and the impact of the war in Ukraine, owing to financing conditions and the entry into force of the reform of the EU's fiscal rules. "Fiscal discipline" will also loom large in the negotiation of the EU's new budget framework (MFF), where its greatest wishes (support for Ukraine, backing for industrial policy, the green transition and an increase in appropriations for defence, migration or the Global Gateway) will come face to face with reality (lack of resources or agreement to increase them). The adoption of the European Economic Security Strategy and the outcome of the antidumping investigation into Chinese subsidies on electric vehicles will go a long way to determining whether, on the economic front, the EU opts to align with the United States in its strategic competition with China or tries to be a champion of a reformed globalisation.It will also be necessary to keep a close eye on the development of China, which is facing its lowest economic growth in 35 years, not counting the Covid years, weighed down by its imbalances, particularly as far as an excessive accumulation of debt and dependence on the property sector are concerned. The change in the rules of globalisation prompted by US strategic competition will also hamper its exports and capacity to attract capital in a climate in which the Chinese leadership prioritises economic security over growth. With unfavourable demographics, the country has yet to establish domestic consumption as a motor for growth.Emerging economies will feel the force of China's slump, especially those with greater trade and financial dependence. The success of the Belt and Road Initiative in terms of investment volume has been overshadowed by repayment difficulties in up to 60% of the loans, which along with criticism has led Xi Jinping to announce a new phase of investments with smaller projects. In 2024, China's new role as a lender of last resort and its participation in the debt restructuring processes of countries in distress will have growing importance in how it is perceived and in its geoeconomic influence over the Global South.







A large number of emerging countries are in a delicate fiscal situation. In a climate of rapid tightening of financial conditions and a strong dollar, that also exacerbates their external vulnerability. While some countries such as Mexico, Vietnam or Morocco are capitalising on the reconfiguration of trade and value chains (nearshoring), most emerging economies are likely to be adversely affected by a scenario of greater economic fragmentation. According to the WTO, trade in goods between hypothetical geopolitical blocs – based on voting patterns in the United Nations – has grown between 4% and 6% slower than trade within these blocs since the invasion of Ukraine.In this climate of scant monetary and fiscal space, the buffer for cushioning another crisis is extremely thin, which could exacerbate market volatility and nervousness in the face of episodes of uncertainty. The main focus of attention may shift from Ukraine to the Middle East, since shocks from oil are felt more broadly across the economy than those from natural gas. This could directly affect the EU and Spain, which are particularly dependent because they import over 90% of the oil they consume. In addition, strategic oil reserves in the United States have not been so low since 1983 and the few countries with capacity to increase crude production (Saudi Arabia, United Arab Emirates and Russia) may not be inclined to do so without significant political concessions.6. South(s) and North(s)In our outlook for 2023 we announced the consolidation of the Global South as a space of confrontation and leadership and pointed to the strategic presence of India, Turkey, Saudi Arabia or Brazil. In 2024, this reconfiguration will go a step further. The contradictions and fragmentations of this dichotomous North-South approach will become more apparent than ever. The Global South has established itself as a key actor in the pushback against the West on anti-imperialist grounds or over double standards. The most symbolic image of this moment of geopolitical expansion will come in October 2024, when the BRICS bloc meets in Russia to formalise its expansion. Brazil, Russia, India, China and South Africa are welcoming Saudi Arabia, Egypt, the United Arab Emirates, Ethiopia and Iran into the fold. Together they account for 46% of the world's population, 29% of global GDP and include two of the three biggest oil producers in the world. Thus, the BRICS will have an even more powerful voice, although, inevitably, it may also mean more internal contradictions and conflicting agendas. The election of Javier Milei as the president of Argentina, who has confirmed his decision not to join the BRICS, also feeds into the idea of this clash of agendas and interests in the Global South. Saudi Arabia and Iran vie for strategic influence in the Persian Gulf. India and China have their own border disputes in the Himalayas. The Global South will continue to gain clout, but it will also be more heterogeneous. Other than a shared postcolonial rhetoric, its action is extremely diverse.The Global South is multiregional and multidimensional and comprises different political regimes. But it is also a geographical space where global trade flows are consolidating as a result of reglobalisation. The latest WTO annual report confirms that, while advanced economies are still key players in world trade, they are no longer dominant. However, , if in 2023 we spoke of the geopolitical acceleration of the "others", with India as the symbol of this potential leadership of the Global South, in 2024 it will be Latin America that tries to take a central role. Brazil will host the G20, while Peru will be the venue for the Asia-Pacific Economic Cooperation (APEC) summit.







And as we move beyond dichotomies, a deep internal crack may also appear in the Global North should the return of Donald Trump to the White House materialise. Transatlantic distance dominates a new framework of relations that is more transactional than a conventional alliance. Washington and Brussels' differences will worsen in 2024 when the United States asks the European Union to increase its contributions to the government of Volodymyr Zelensky and internal divisions among the member states prevent it. The second half of 2024 will be particularly tense, when Hungary – the most reluctant EU country when it comes to military aid and Ukraine's possible accession – takes over the EU's rotating presidency. It will also be paradoxical if this rift in the Global North widens because of the Ukraine war. Precisely, in 2023, the Ukrainian conflict was the mortar that cemented transatlantic unity, and confronted the EU and the United States with the limits of their ability to influence in the face of a Global South that questioned the double standards of the West. In 2024, however, the war in Ukraine may increase the distance between Washington and Brussels.Despite this logic of confrontation, the geopolitical short-sightedness of binarism is increasingly misplaced. And yet, it is difficult to overcome. The fact that both the United States and the European Union conceive their relations with Latin America solely as a space for resource exploitation and geopolitical dispute with China, is part of that short-sightedness. For the moment, the repeated failure of the negotiations over an EU-Mercosur agreement are dashing South America's hopes of being able to boost its trade presence in the European single market. Talks will resume in the first half of 2024, after Paraguay takes over the Mercosur presidency from Brazil.7. Backsliding on international commitmentsThe year 2023 left international cooperation in a shambles. Employing increasingly blunt language, António Guterres declared that the world is "woefully off-track" in achieving the Sustainable Development Goals (SDGs), which reached the halfway point to their 2030 deadline in 2023. The coming year must prove whether the international community is still capable of and wishes to agree on coordinated responses to common global problems through organs of collective governance. It will not be easy. We face an acceleration of the ecological crisis, record migration and forced displacements and a clear regression of the gender equality agenda.For the first time, the International Energy Agency (IEA) is projecting that global demand for oil, coal and natural gas will reach a high point this decade, based only on current policy settings, according to the World Energy Outlook 2023. In the short term, fossil fuel-producing countries are ignoring the climate warnings and plan to increase the extraction of coal, oil and gas. The choice of an oil state, the United Arab Emirates, as the host of a climate summit and the appointment of a fossil fuels executive as president was a bad omen at the very least.And yet, COP28 in Dubai has been the first to have managed to produce a text that explicitly recognizes the need to "transitioning away from" fossil fuels: oil, coal and gas, as the main culprits of the climate crisis. Although the final agreement has been celebrated as historic for referring to this need to initiate a transition to guarantee net zero emissions in 2050, the degree of ambition demonstrated is not sufficient to meet the objectives of the Paris Agreement. Likewise, while the creation of a Loss and Damage Fund to compensate the countries most affected by climate change is also a positive step, the initial collection of $700 million falls far short of what is necessary. Every year developing countries face $400 billion in losses linked to climate action.In this context, not only do we run the risk of exacerbating climate impacts; we shall also see a rise – more acutely than ever – of social and political tensions between governments and societies over the exploitation of resources. In Europe there is growing discontent with the EU's climate transition policies and the rise of Eurosceptic and radical right forces in the European Parliament elections of June 2024 will raise this pressure still further. The flurry of regulatory activity on climate and industrial matters is increasing the politicisation of this issue and stoking social unrest in certain member states. Italy, Poland, the Netherlands and certain sectors in Germany, particularly the far-right Alternative for Germany (AfD), are trying to limit the EU's ambitions on climate action. The arrival of a new government in Sweden, backed by the radical right, has slammed the brakes on the climate commitments led by one of the countries that has most contributed to EU environment policies. A hypothetical return of Donald Trump to the White House would also shake again some of the limited domestic and international progress in this area.According to a poll carried out by Ipsos, while a large part of European households continues to put the environment before economic growth, this proportion is declining. If in 2019, 53% of households preferred to protect the environment, in 2022 the figure had fallen by 5 percentage points, despite the clear impact of climate phenomena. Yet the trend of "not in my back yard" is not limited to Europe. In late 2023, we saw the resistance of Panamanians against a mining contract extension. Some experts speak of a "clash of environmentalisms" to refer to the confrontation that arises between those who wish to protect their country's natural resources and do not want to see a deterioration in their ecosystems and the interests of governments seeking resources to fuel their energy transition. We might see the same in the European Union. In early 2024, the Critical Raw Minerals Act will enter into force. It aims to guarantee the supply of nickel, lithium, magnesium and other essential materials for the green transition and strategic industries that are vital for electric cars and renewable energies, military equipment and aerospace systems, as well as for computers and mobile phones. And with this in mind the EU means to revive the mining industry on the continent. It is a move that may trigger protests by ecologists in the EU in the coming months.UN member states are also expected to reach a global agreement to end plastic pollution in 2024. It will be an international legally binding treaty and is hailed as the most important multilateral environmental pact since the Paris Agreement, setting a plan of action to 2040.However, it is gender policies and migration policies that are most exposed to this radical wave that has transformed government agendas, particularly in the European Union and Latin America. While it is true that gender parity recovered to pre-pandemic levels in 2023, the rate of progress has slowed. At the present pace, it will take 131 years to reach full parity. Although the share of women hired for positions of leadership has increased steadily by approximately 1% a year globally over the last eight years, that trend was reversed in 2023, falling to 2021 levels.The emerging feminist foreign policies, which defined those countries with a clear commitment to promoting gender equality in international relations, have added four important losses in recent months: Sweden, Luxembourg, The Netherlands, and Argentina. The changes in government, together with the growing politicization and polarization of issues perceived as "feminist", have demonstrated the easy abandonment of these initiatives, dependent on the progressive orientations of the governments in power. Mexico, another of the countries that has adopted these policies, will face elections in June that will also mark the continuity or abandonment of its commitment to gender equality in foreign action. And, despite not having a feminist foreign policy, Trump's return to the White House could lead to the reinstatement of restrictive abortion policies and funding cuts against international NGOs that promote sexual and reproductive rights.Moreover, the International Institute for Democracy and Electoral Assistance (International IDEA) reports a resurgence of anti-feminist trends in countries like Croatia and Italy and notes sexist and homophobic speech on the part of European leaders such as Viktor Orbán, Andrzej Duda or Giorgia Meloni, who have justified attacks on women's and LGBTQIA+ rights, undermining years of efforts to secure progress in breaking up gender stereotypes. Although the EU Gender Action Plan III is valid until 2025, a change in Brussels would also dilute the commitments of one of the actors most involved in this area.On a more positive note, it will be interesting to follow, in 2024, the progress of the Convention against Crimes against Humanity, which the UN is developing, as feminist and civil society movements around the world will take this opportunity to try to codify the gender apartheid as a crime against humanity – especially due to the Taliban regime's continued discrimination and oppression of Afghan women, and the situation of Iranian women.European migration policies have also suffered a major setback. The EU Pact on Migration and Asylum, which is set to move forward before the European elections in 2024, is a legitimisation of the EU's anti-immigration policies. The deal allows delays in registering asylum seekers, the introduction of second-rate border asylum procedures and extends detention time at the border. In short, it lowers standards and legalises what hitherto was unequivocally illegal.This looming agreement reflects the levels of polarisation and politicisation that set the tone of the European response to migration. And as we enter the run-up to the election campaign the migration debate will be even further to the fore in the coming months. It is, what's more, part of another, deeper process. The EU's externalisation policies have also fostered the stigmatisation of immigrants and refugees in the MENA region (Middle East and North Africa).8. Humanitarian collapseWar and violence drove forced displacement worldwide to a new high estimated at 114 million people by the end of September 2023, according to UNHCR. The main drivers of these forced displacements were the war in Ukraine and conflicts in Sudan, the Democratic Republic of Congo and Myanmar, as well as drought, floods and insecurity blighting Somalia and a prolonged humanitarian crisis in Afghanistan.In the first six months of 2023 alone, 1.6 million new individual asylum applications were made, the highest figure ever recorded. This is not an exceptional situation. The reignition of forgotten conflicts has increased levels of volatility and violence. In October 2023, over 100,500 people, more than 80% of the estimated 120,000 inhabitants of Nagorno-Karabakh, fled to Armenia after Azerbaijan took control of the enclave. There were also thousands of displaced persons in northern Shan because of an escalation in fighting between the Myanmar armed forces and various armed groups. At the end of October 2023, nearly 2 million people were internally displaced in Myanmar, living in precarious conditions and in need of vital assistance. And the images of over 1 million Palestinians fleeing their homes because of the Israeli military offensive, after Hamas attack from October 7, illustrate the humanitarian crisis afflicting Gaza.This increase in the number of displaced persons and refugees, however, has not been accompanied by a boost in international aid. Close to 1 million Rohingya refugees in Bangladesh must cope with declining international commitment. The United Nations reduced its food assistance and humanitarian aid to this group by one third in 2023. A lack of international funding considerably reduced assistance levels in 2023 and the World Food Programme was obliged to cut the size and scope of its food, monetary and nutritional assistance by between 30% and 50%. Some 2.3 billion people, nearly 30% of the global population, currently face a situation of moderate or severe food insecurity. Further rises in food prices in 2024 and the impact of adverse weather conditions on agricultural production may make the situation even worse still. The United Nations Office for the Coordination of Humanitarian Affairs (OCHA) anticipates that a total of 105 to 110 million people will require food assistance at least until early 2024, with an increase in need in the regions of southern Africa and Latin America and the Caribbean, and a net decrease in eastern Africa.Experts are pointing to the risk of a new rice crisis in 2024, as a result of India's export restrictions to try to cushion the effects of a drop in domestic production. The shock wave from the ban has also driven up the price of rice in Thailand and Vietnam, the second and third biggest exporters after India, which have seen prices rise by 14% and 22%, respectively. Added to that are the effects of the climate phenomenon known as El Niño, associated with heat and drought across the Pacific Ocean, which could harm production in 2024. Experts are currently warning that if India maintains the current restrictions, the world is headed for a repeat of the rice crisis of 2008.El Niño, which is set to continue to mid-2024, is usually associated with increased rainfall in certain areas of southern South America and the southern United States, the Horn of Africa and Central Asia. On the other hand, El Niño can also cause severe drought in Australia, Indonesia and parts of Southeast Asia.The last episode of the phenomenon, in 2016, was the warmest year on record, with global heat records that have yet to be surpassed.Donor governments and humanitarian agencies must prepare for major assistance needs in multiple regions. The year 2023 has left us some indication of it: extreme drought in the Amazon and maritime traffic restrictions in the Panama Canal; forest fires in Bolivia and power cuts in Ecuador owing to low electricity production in over 80% of hydroelectric plants; the worst floods on record in northwest Argentina, which also caused landslides affecting over 6,000 people; and a devastating category 5 hurricane in Mexico that surprised the authorities and scientists, who failed to foresee the intensity of the phenomenon. 9. Securitisation vs. rightsThe conflict between security and fundamental rights has been a constant feature of 2023 and the electoral uncertainty of the coming months will only compound the urge to pursue heavy-handed policies and control. The public debate throughout Latin America, without exception, has been dominated by security, directly impacting other crises such as migration, which has affected the entire continent for a decade and in 2024 is expected to be even more intense. "Bukelism" has a growing number of fans. The new Argentine president, Javier Milei, has said he is an admirer of the hard-line polices of the Salvadoran president, Nayib Bukele. The election campaign in Ecuador was also coloured by the debate on security.The continent is fighting a new crime wave that has spilled into traditionally more stable countries that are now part of lucrative drug-trafficking routes, as is the case of Paraguay and Argentina. People trafficking, particularly the criminal exploitation of the Venezuelan migration crisis, has also grown throughout Latin America. Against this backdrop, the United Nations and Interpol have launched a joint initiative to combat human trafficking. It remains to be seen what impact the Venezuelan elections might have on this migration crisis, which has already led to over 7 million people leaving their homes since 2014.







Moreover, increasing impunity has also brought a mounting risk of authoritarian inclinations on the part of governments in Latin America, with the militarisation of public security and an undermining of democracy across the continent. In the European Union too. For some time, the sense of vulnerability has been a political boon for certain forces in the EU. With the outbreak of war in Gaza, some European countries ramped up security for fear of terrorist attacks, going to the extreme of banning demonstrations in support of the Palestinian people, as in France. In this climate, the securitisation of social movements is also emerging as a strategy that will continue to gain prominence in 2024. More and more, democratic governments are stepping up the pressure on protest movements: fines, curbs on free speech or judicial persecution are shrinking the space for civil dissent. On this point, the EU has reached an agreement to legislate against strategic lawsuits that seek to discourage public participation or silence independent media (known as SLAPPs) which is set to be ratified before the end of the current legislative term.Finally, the debate on security and its impact on individual rights will also mark the months leading up to the 2024 Olympic Games in Paris. Civil rights groups have decried the French government's plans to use AI surveillance cameras to pick up real-time activity on the streets of the capital during the games. Technology is a crucial component of the transformation that security and conflict are undergoing. Drones have become a vital weapon for the resistance in Ukraine, and in the arsenal of Hamas in its October 7th attack on Israel. A United States in the midst of budget cuts is, however, poised to inject extra cash into the Pentagon in 2024 for the development of "electronic warfare" programmes.10. The decoupling of interests and valuesThere is a common thread in many of the previous points that connects an increasingly diverse and (dis)organised world through changing interests and alliances. In its 2023 Strategic Foresight Report, the European Commission acknowledges that the "battle of narratives" it used for so long as an argument in the geopolitical confrontation between democracy and authoritarianism is becoming obsolete. It goes further than the realisation that the West has lost the battle for the narrative in the Ukraine war and that its double standards in the face of global conflicts diminishes the EU's clout. Sudan is the clearest example of how the West can commit to wars it considers existential for the survival of its own values, such as the Ukraine one, while it ignores the genocide being carried out, with house-to-house murders, in the refugee camps of Darfur.The world has turned into a "battle of offers", shaping both public opinion and government action. There is a growing diversity of options and alliances. Thus far, hegemonic narratives are either challenged or no longer serve to make sense of the world. In this "unbalanced multipolarity", with medium-sized powers setting regional agendas, the major traditional powers are compelled to seek their own space. Global competition for resources to fuel the green and digital transitions accentuates this variable geometry of agreements and alliances still further. And the results of the series of elections in 2024 may ultimately reinforce this transformation. The United States' isolationist inclinations are real. Vladimir Putin will confirm his resilience at the polls, after dodging the effects of the international sanctions and building an economic apparatus to withstand a long war in Ukraine. In India, Narendra Modi's popularity remains intact and drives the dominance of his party. The election question sets the stage for a 2024 that begins wide open. The crisis of the liberal order, aggravated by the international reaction to the latest conflicts, and the erosion of multilateralism – with an explicit challenge to the United Nations – foster yet further this sensation of a dispersion of global power towards an assortment of dynamic medium-sized powers capable of helping to shape the international environment in the coming decades.A pivotal year begins to evaluate the resistance capacity of democratic systems long subdued to a profound erosion. We will be attentive to the outcome of the ballots and to the increasing unabashed actions of bullets, pressing the limits of impunity.







CIDOB calendar 2024: 75 dates to mark on the agenda January 1 – Changeover in the United Nations Security Council. Algeria, Guyana, the Republic of South Korea, Sierra Leone and Slovenia start their terms as non-permanent members of the UN Security Council, replacing Albania, Brazil, Gabon, Ghana and the United Arab Emirates, whose terms end. January 1 – Dissolution of the Republic of Artsakh. The self-proclaimed Republic of Nagorno-Karabakh will cease to exist at the start of the year, after more than three decades of control over the territory. In September 2023, Azerbaijan launched a military offensive to reintegrate this predominantly ethnic Armenian-populated enclave. The assault led the self-declared republic to announce its dissolution. January 1 – BRICS expansion. Egypt, Ethiopia, Iran, Saudi Arabia and the United Arab Emirates will join Brazil, Russia, India, China and South Africa as full members of BRICS. Argentina's new president, Javier Milei, has finally ruled out his country's incorporation. January 1 – Belgian presidency of the Council of the European Union. Belgium takes over the rotating presidency of the Council from Spain, marking the end of this institutional cycle. The Belgian semester will hold until June 30. January 7 – Parliamentary elections in Bangladesh. The vote will take place against a backdrop of deep political division in the country. This division led to mass demonstrations by the opposition at the end of 2023, calling for an interim government to oversee the elections. The current prime minister, Sheikh Hasina Wazed, is looking to for another term after 15 years in power, while her main rival and leader of the Bangladesh Nationalist Party, Khaleda Zia, is currently under house arrest on charges of corruption. January 13 – General elections in Taiwan. For the first time since Taiwan became a democracy, three candidates are competing for the presidency after the opposition failed to form a common front: the current vice president Lai Ching-te, from the ruling Democratic Progressive Party; Hou You-yi from the Kuomintang, and Ko Wen-je, a former mayor of Taipei and leader of the Taiwan People's Party. The outcome of these elections will mark the course of Taiwan's policy towards China, with an eye on the United States, at a time of growing tension between Taipei and Beijing. January 14 – Inauguration of Bernardo Arévalo as president of Guatemala. To widespread surprise, the Seed Movement candidate won the 2023 elections. Since the vote was held, political and social tension in the country has been rising due to efforts by the Guatemalan public prosecutor's office to overturn the election results and prevent Arévalo from taking office. January 15-19 – World Economic Forum. An annual event that gathers major political leaders, senior executives from the world's leading companies, heads of international organisations and NGOs, and prominent cultural and social figures. This year's meeting will mainly focus on examining the opportunities provided by the development of emerging technologies and their impact on decision-making and international cooperation. January 15-20 – 19th Summit of the Non-Aligned Movement. Uganda will be the venue for the next summit of the 120 countries that make up this grouping of states. The theme for this edition is "Deepening cooperation for shared global affluence" and it is scheduled to tackle multiple global challenges of today with a view to fostering cooperation among the member states. January 21-23 – Third South Summit of G-77 + China. Uganda will host this forum looking to promote South-South cooperation, under the theme "Leaving no one behind". The 134 member states from Asia, Africa, Latin America and the Caribbean will focus on the areas of trade, investment, sustainable development, climate change and poverty eradication. February 4 – Presidential elections in El Salvador. Nayib Bukele, who heads the New Ideas party and currently holds the presidency of El Salvador, is shaping up as the clear favourite for re-election. The country has been in a state of emergency since March 2022, in response to the security challenges affecting the nation. February 8 – Presidential elections in Pakistan. Since Imran Khan's removal as prime minister in April 2022, Pakistan has been mired in political instability, deep economic crisis and rising violence on the part of armed groups. The elections will be supervised by a caretaker government after the expiry of the Pakistani parliament's five-year term in August 2023. February 14 – Presidential and legislative elections in Indonesia. Three candidates are competing to succeed the current president, Joko Widodo, who after two terms cannot stand for re-election. The next leader will face the challenges of boosting growth in an economy reliant on domestic consumption, driving the development of the tech industry and navigating pressure from China and the United States to protect their national interests. February 16-18 – 60th Munich Security Conference. Held every year, it is the leading independent forum on international security policy and gathers high-level figures from over 70 countries. Strengthening the rules-based international order, the impact of the wars in Ukraine and Gaza, resisting revisionist tendencies or the security implications of climate change will be some of the main issues on this year's agenda. February 17-18 – African Union Summit. Ethiopia, which holds the presidency of the African Union, will be organising the summit. This year, it will address some of the numerous issues in Africa, including instability in the Sahel, growing global food insecurity, natural disasters on the continent or democratic backsliding. In addition, the tensions between Morocco and Algeria will be centre stage as both countries are vying for the presidency. February 25 – Presidential elections in Senegal. Following multiple waves of protests, the current president, Macky Sall, announced he would not be standing for a third term. It is the first time in the country's democratic history that a sitting president will not be standing in the elections. The need to ensure jobs for the country's young population will be one of the key issues in the election campaign. February 26-29 – Mobile World Congress. Barcelona hosts the world's biggest mobile phone event, gathering the leading international tech and communications companies. This edition will be devoted to 5G technology, connectivity, the promotion of human-centred artificial intelligence or the digital transformation, among other themes. March 1 – Parliamentary elections in Iran. With an eye on the succession of the ageing Ayatollah Ali Khamenei, Iranians will elect their representatives to the Islamic Consultative Assembly and the Assembly of Experts, the latter body in charge of electing the new supreme leader in the coming years. The elections will be marked by the escalation of tension in the Middle East and the deep economic and social crisis that has increased popular disaffection with the regime. March 8 – International Women's Day. Now a key date on the political and social calendar of many countries. Mass demonstrations have gained momentum in recent years, particularly in Latin America, the United States and Europe. The common goal is the struggle for women's rights and gender equality throughout the world. March 10 – Parliamentary elections in Portugal. The country faces a snap election after the institutional crisis triggered by the resignation of the socialist prime minister, António Costa. The former leader was the target of a judicial investigation over alleged corruption that directly involved several members of his government team. March 15-17 – Presidential elections in Russia. While Vladimir Putin is expected to secure re-election, maintaining his grip on power until 2030, Russia will go to the polls against a backdrop of multiple domestic security challenges. The Russian withdrawal from the Ukrainian region of Kharkiv, the impact of the war in Ukraine, the failed Wagner uprising of June 2023 and the antisemitic disturbances in the North Caucus in October could force Putin to use the election calendar to embark on major a shakeup of the political and military leaderships. March 18 – 10th anniversary of Russia's annexation of Crimea. The annexation of Crimea by Russia, which had invaded the region some weeks earlier, was formalised via a referendum on Crimea's political status that went ahead without international recognition. The event took place following the fall of the then Ukrainian president, Viktor Yanukovych, a pro-Russian, in the wake of a series of protests with a clear pro-European bent. March 21-22 – Nuclear Energy Summit. The International Atomic Energy Agency and the Belgian government will gather over 30 heads of state and government from across the world, as well as energy industry and civil society representatives. The summit seeks to promote nuclear energy in the face of the challenges posed by reducing the use of fossil fuels, enhance energy security and boost sustainable economic development. March 31 – Presidential elections in Ukraine. According to the Ukrainian constitution, presidential elections must be held on the last Sunday in March of the fifth year of the presidential term of office. However, it is uncertain whether they will go ahead given they are illegal under martial law, in effect since the start of Russia's invasion of the country in 2022. A lack of funds and the Ukrainian people's opposition to holding elections in wartime are important factors. March 31 – Local elections in Turkey. The Republican People's Party (CHP), the main opposition, is hoping to maintain control of the key municipalities it won in 2019. They include the capital, Ankara, Istanbul and other major cities. Recep Tayyip Erdoğan's re-election and the retention of the parliamentary majority in the elections of 2023 have prompted his Justice and Development Party (AK Party) to try to make up ground at municipal level. April 7 – 30th anniversary of the genocide in Rwanda. The deaths of the presidents of Burundi and Rwanda in a plane crash provided the trigger for a campaign of organised and systematic extermination of members of the Tutsi population at the hands of Hutu extremists that would last 100 days. On July 15th, 1994, the Rwandan Patriotic Front established a transitional government of national unity in Kigali that would put an end to the genocide. Between 500,000 and 1 million people are estimated to have been murdered. April-May – General elections in India. Despite growing illiberal tendencies, the "world's biggest democracy" goes to the polls in April and May. The current prime minister, Narendra Modi, is aiming for a third term against an opposition that is more united than ever under the Indian National Development Inclusive Alliance (INDIA). May 2 – Local elections in the United Kingdom. Elections will take place for local councils and mayors in England, including London and the combined authority of Greater Manchester. The elections will be seen as an indicator of the level of support both for the Labour Party and for the Conservatives ahead of general elections scheduled for January 2025. May 5 – General elections in Panama. Panamanian society will elect new representatives for the presidency, National Assembly, mayoralty and other local representatives. The elections will take place against a backdrop of marked polarisation and rising social tension, exacerbated by issues relating to domestic security, political disputes and the management of natural resources. May 19 – Presidential and legislative elections in the Dominican Republic. The current president, Luis Abinader, leader of the Modern Revolutionary Party, is seeking re-election in a vote in which most opposition parties will unite under the Opposition Alliance Rescue RD. Territorial, migration and economic tensions with neighbouring Haiti will be central issues during the election campaign.June – Presidential elections in Mauritania. The current president, Mohamed Ould Ghazouani, will seek re-election after four years of business as usual following the departure in 2019 of the former president, Mohamed Ould Abdel Aziz, who today faces multiple corruption charges. The winner of the elections will have to deal with rising social tension, as well as geopolitical tensions across the region. June 2 – General and federal elections in Mexico. Claudia Sheinbaum, the official shortlisted presidential candidate for the National Regeneration Movement (Morena), is the clear favourite against the main opposition candidate from the Broad Front for Mexico, formed by the Institutional Revolutionary Party (PRI), National Action Party (PAN) and the Party of the Democratic Revolution (PRD). Voters will not only elect the president and the government, but also senators and federal deputies, as well as thousands of state and/or municipal officials in 30 of the 32 federal entities. June 6-9 – Elections to the European Parliament. Voting will take place simultaneously in the 27 countries that form the European Union. Some of the major questions are how far populist and far-right parties will advance, how much clout the traditional social democrat and conservative families will wield and the possible alliances that might form for the subsequent selection of key European posts. June 9 – Federal elections in Belgium. Coinciding with the Belgian presidency of the European Union, the country will hold federal, European and regional elections on the same day. One of the most significant issues will be how well the far-right party Vlaams Belang fares. It is aiming for a considerable increase in its support to test the resistance of the cordon sanitaire that has excluded it from power until now. June 13-15 – 50th G-7 summit in Italy. Savelletri, a small town in the Italian region of Puglia, will be the venue for a new meeting of the G7. The summit will tackle the main geopolitical challenges on the global stage and their impact on the international economy, along with other crucial issues on Italy's agenda, such as immigration and relations with Africa. June 20 – World Refugee Day. The number of forcibly displaced people hit all-time highs in 2023. There are refugees and internally displaced persons due to the impact of the war in Ukraine and the numerous conflicts in the Middle East and Africa, as well as the impacts of climate change. During that week in June, the UNHCR will release its annual report on the global trends in forced displacement. First half of 2024 – Deployment of an international mission to Haiti. Kenya will lead the deployment of a security contingent with the participation of other countries. The goal is to tackle the gang violence in Haiti that is causing a major security and governance crisis. In October 2023, following a request from the secretary general and Haitian prime minister, the United Nations Security Council authorised a multinational security support mission for a period of one year. First half of 2024 – Quadrilateral Security Dialogue (Quad) Summit. India will host a new meeting of this strategic forum for the Indo-Pacific region formed by Australia, India, Japan and the United States to address common issues regarding trade, critical technologies, human rights and climate change. July – 24th Summit of the Shanghai Cooperation Organisation. Kazakhstan holds the yearly rotating chairmanship of the main regional forum in Central Asia for security, economic and political affairs, made up of China, India, Iran, Kazakhstan, Kyrgyzstan, Pakistan, Russia, Tajikistan and Uzbekistan. The priorities of the Kazakh chairmanship focus on matters of security and regional unity, as well as economic development and regional trade. Belarus is expected to join the organisation this year. July 1 – Hungary takes over the rotating presidency of the Council of the European Union. Hungary will take over the rotating presidency of the Council of the European Union in the second half of the year, amid tension with the European Commission and Parliament over its failures to comply with EU law. July 8-18 – High-Level Political Forum on Sustainable Development. World leaders and representatives will meet in New York to follow up and review the Sustainable Development Goals (SDGs), as well as present Voluntary National Reviews on the SDGs. The theme will be "Reinforcing the 2030 Agenda and eradicating poverty in times of multiple crises: the effective delivery of sustainable, resilient and innovative solutions". July 9-11 – NATO Summit. Washington will be the venue for the NATO summit, where the presentation of a security strategy for the southern flank is expected, in response to the mandate arising out of the Vilnius summit in 2023. In addition, 2024 marks the 75th anniversary of the founding of NATO. July 26-August 11 – Summer Olympic Games in Paris. France will host the Games of the XXXIII Olympiad, the world's main sporting event, which is held every four years. It affords the hosts a good opportunity to kick-start an economy that has stagnated in recent years. August – Presidential and parliamentary elections in Rwanda. The incumbent president of Rwanda, Paul Kagame, who has been in the post since 2000, is running for re-election after three successive ballots in which he has polled over 90% of the votes. September – Parliamentary elections in Austria. The burning question is whether the conservatives (ÖVP) and the greens (Die Grünen) will be able to repeat their current government coalition or whether the results of the populist Freedom Party of Austria (FPÖ) and the social democrats of the SPÖ will offer alternative majorities. September 22-23 – UN Summit of the Future. Based on the "Our Common Agenda" report presented by UN Secretary General António Guterres in 2021, on multilateralism and international cooperation, this high-level event aims to accelerate the fulfilment of existing international commitments and tackle emerging challenges and opportunities. The culmination of this effort will be the creation of a Pact for the Future negotiated and endorsed by the participating countries. September 24 – General Debate of the 79th Session of the United Nations General Assembly. A yearly event that brings together the world's leaders to assess the current state of their national policies and their world views. September 26-27 – 10th anniversary of the Ayotzinapa case. Mexico will mark the 10th anniversary of the Ayotzinapa (or Iguala) case, one of the biggest human rights scandals in the country's recent history. Still unsolved, the case involved the forced disappearance of 43 students from the Ayotzinapa Rural Teachers' College, Guerrero state. October – 16th BRICS Summit. Kazan in Russia will be the venue for the summit of the new BRICS, now expanded to 11 countries, adding impetus to Moscow's efforts to demonstrate that the country is not isolated despite the large-scale invasion of Ukraine. October 1 – 75th anniversary of the founding of the People's Republic of China. It is 75 years since Mao Zedong founded the People's Republic of China. The event marked the end of the civil war between the Chinese Communist Party and the Kuomintang that had broken out immediately after the surrender of Japan and the dissolution of the Second United Front between the two political forces during the Second Sino-Japanese War. October 6 – Municipal elections in Brazil. The elections will be a good gauge of the level of support for the Workers' Party and the parties that back President Lula, as well as of the advance, or otherwise, of Bolsonaro-linked candidates. In the cities where a second round of voting is required, it will take place on October 27. October 9 – General and regional elections in Mozambique. President Filipe Nyusi will end his second and final presidential term. According to the country's constitution, he cannot stand again. His party, the Liberation Front of Mozambique (FRELIMO), which has been in power for decades, must find another candidate. The next government will face various challenges, including political tension, an increase in jihadi terrorism and marked social exclusion. October 24 – International Day of Climate Action. The goal is to mobilise and raise awareness of the effects of climate change among society and governments across the world. It is a good moment to analyse the different agendas to fight climate change and the progress being made in the most polluting countries. October 27 – General elections in Uruguay. The Broad Front (FA), a centre-left party with strong ties to the trade unions and other social organisations, will compete for victory against the centre-right Multicolour Coalition, which is currently in power and has faced several corruption cases in recent months. November – APEC Summit. Peru will host a new meeting of the Asia-Pacific Economic Cooperation forum, which gathers 21 countries. The theme this year is "People. Business. Prosperity". November – COP29 Climate Change Conference. Azerbaijan will host the world's largest international summit dedicated to climate change in 2024. For the second consecutive year, it will be held in a country whose economy is dependent on fossil fuel production. November – 29th Ibero-American Summit. Ecuador will host the Ibero-American Summit of heads of state and government under the theme "Innovation, inclusion and sustainability". In parallel, the main cities of Latin America, Spain and Portugal will hold a "Meeting of Ibero-American Cities", the conclusions of which will be presented during the summit. November 4-8 – 12th World Urban Forum. Cairo will host the premier gathering on urban issues and human settlements organised by UN-Habitat. November 5 – Presidential elections in the United States. The incumbent president, Joe Biden, is seeking re-election and, with the former president, Donald Trump, still to be confirmed as the Republican presidential nominee, the campaign promises to be highly polarised. The election calendar will influence Washington's foreign policy decisions. November 5 – General elections in Georgia. The ruling coalition Georgian Dream is looking for yet another term. The war in Ukraine has split the country again between those who seek deeper integration with the West and hope to join the European Union in the future and those who advocate normalising relations with Russia. November 11 – 20th anniversary of the death of Yasser Arafat. The historic Palestinian leader and president of the Palestinian National Authority died 20 years ago in Paris. He played a crucial role in the Middle East peace process, which, along with Israeli leaders Yitzhak Rabin and Shimon Peres, earned him the Nobel Peace Prize in 1994. November 18-19 – G-20 summit in Brazil. Under the theme "Building a just world and sustainable planet", the main topics for discussion and debate at this meeting will include energy transition and development, reform of the global governance institutions, and the fight against inequality, hunger and poverty. December – Presidential elections in Algeria. President Abdelmadjid Tebboune is expected to run for re-election. The country faces several security challenges due to the instability in the Sahel and the rising tension with Morocco over the Western Sahara. It also plays a crucial role as a supplier of gas to Europe amid the energy crisis caused by the war in Ukraine. December – General elections in South Sudan. The terms of the peace agreement of 2018, which put an end to an internal armed conflict lasting five years, established the forming of a government of national unity led by the current president, Salva Kiir, and his rival, the vice president, Riek Machar. Kiir has proposed holding free presidential elections in late 2024. December 7 – Presidential elections in Ghana. The elections are expected to be a two-horse race between Mahamudu Bawumia, the current vice president of the ruling New Patriotic Party (NPP), and the former president, John Dramani Mahama, the candidate of the main opposition party, the National Democratic Congress (NDC). The country is facing its worst economic crisis of recent decades and major security challenges because of the geopolitical situation in the Sahel. Second half of 2024 – Presidential elections in Venezuela. The Chavistas and the opposition gathered under the umbrella of the Unitary Platform reached an agreement in Barbados on staging presidential elections that provides for the invitation of regional and international observers. The decision came as the United States announced the lifting of sanctions on Venezuelan gas and oil in October 2023. Pending – 53rd Pacific Islands Forum. Tonga is to host a new meeting of the main discussion forum spanning the region of Oceania, which brings together the interests of 18 states and territories on matters of climate change, the sustainable use of maritime resources, security and regional cooperation. It is a geographical space of growing interest to China and the United States, which have begun a diplomatic race to draw some of these countries and territories into their spheres of influence. Pending – 44th ASEAN Summit. Laos will host a new meeting of Southeast Asia's main regional forum, which brings together 10 countries. The theme this time is "Enhancing connectivity and resilience". Pending – AI Safety Summit. France will host the second meeting of this international summit whose goal is to foster work and initiatives to tackle the risks posed by artificial intelligence. The first event, held in London in 2023, resulted in the Bletchley Declaration, which advocated greater international cooperation to address the challenges and risks associated with artificial intelligence. Pending – 33rd Arab League Summit. Bahrein will host a fresh meeting of the main political organisation gathering the countries of the Middle East and North Africa. The Israeli-Palestinian conflict, food and energy security issues, and the regional impacts of the war in Ukraine will be some of the main topics of discussion and debate. Pending – Presidential and parliamentary elections in Sri Lanka. The social tension in the country, mired in a deep economic crisis that has led to an International Monetary Fund rescue, has increased in recent months and is expected to intensify throughout the electoral process. Pending – General elections in Chad. Chad's transitional president, Mahamat Idriss Déby, who came to power in April 2021 via a military junta following the death of his father, Idriss Déby, promised the staging of free elections in late 2024. The country is facing a serious food and security crisis. Pending – 3rd Summit for Democracy. South Korea will be the host of this US-promoted summit, which since 2021 has gathered heads of government and leaders from civil society and the private sector. Its goal is to address the challenges and opportunities facing democracies in the 21st century on matters relating to democratic governance, safeguarding human rights and fighting corruption. Pending – General and regional elections in South Africa. The African National Congress (ANC), in power since the first free and general elections in 1994, is looking to stay there, although the main opposition party, the Democratic Alliance, could pull off a surprise. The country faces countless challenges, particularly in matters of security thanks to soaring crime rates, a major energy crisis and high unemployment. Pending – Presidential elections in Tunisia. They will be the first elections since the power grab by the Tunisian president, Kaïs Saied, in 2021 and the return to authoritarianism of the only country that appeared to have consolidated democracy following the Arab Spring of 2010-2011. Saied has already announced he will not allow the presence of international election observers. DOI: https://doi.org/10.24241/NotesInt.2023/299/enAll the publications express the opinions of their individual authors and do not necessarily reflect the views of CIDOB as an institution

Text finalised on December 15th, 2023. This document is the result of collective reflection on the part of the CIDOB research team.Coordinated and edited by Carme Colomina, it includes contributions from Inés Arco, Anna Ayuso, Ana Ballesteros, Pol Bargués, Moussa Bourekba, Víctor Burguete, Anna Busquets, Javier Carbonell, Carmen Claudín, Francesc Fàbregues, Oriol Farrés, Agustí Fernández de Losada, Marta Galceran, Blanca Garcés, Seán Golden, Berta Güell, Julia Lipscomb, Bet Mañé, Ricardo Martínez, Esther Masclans, Óscar Mateos, Sergio Maydeu, Pol Morillas, Diego Muro, Francesco Pasetti, Héctor Sánchez, Reinhard Schweitzer, Antoni Segura, Cristina Serrano, Eduard Soler i Lecha, Alexandra Vidal and Pere Vilanova.  2024 will be a year of ballots and bullets. The elections held in more than 70 countries will serve as a stress test for the democratic system, and the impact of the multiple conflicts stoking global instability will shape a world in the throes of a global power shift and a clear regression in terms of humanitarianism and fundamental rights.The erosion of international norms is more acute than ever, and events become more unpredictable. 2024 begins wide open, marked by an increasingly diverse and (dis)organised world, with hanging interests and alliances in issues such as geopolitical competition, green and digital transitions, or international security. The economic consequences of the succession of crises of recent years will be more visible in 2024: economic growth will be weak, and China's downturn will reverberate in emerging economies, in a climate of rapid tightening of financial conditions and a strong dollar. 2024 will be a year of ballots and bullets, a stress test both for the democratic system and for the multiple conflicts stoking global instability. We still face a world in disarray, in upheaval and in dispute. This time, however, any analysis hangs on the huge question mark of the intense series of elections that will shape the coming year. With all-out hostilities in Ukraine, Palestine, Sudan or Yemen, we are seeing the most active conflicts of any time since the end of the Second World War. How the various armed conflicts and the outcome of the more than 70 elections marked on the calendar impact one another will set the geopolitical agenda for the coming months.There are elections that can turn the course of a war. The political fallout of the brutal Israeli offensive in Gaza or the stalemate on the Ukraine front also depend on the presidential race in the United States. The cracks in transatlantic unity and the increasingly direct accusations of double standards in the West's loyalties are not unrelated to what happens in the United States on November 5th, 2024. A return of Donald Trump to the White House would bring a drastic shift in the power relations and Washington's position in each of these conflicts, from weapons' supplies to the Ukrainian government or the support for Israel, to confrontation with Russia and China.Yet it is not only about the future of US democracy; over 4 billion people will go to the polls in more than 70 countries. The European Union (EU), India, Pakistan, Indonesia, Taiwan, Mexico, Venezuela or Senegal, for instance: major actors that wield demographic or geopolitical clout will mark a year of unprecedented electoral intensity and shape a world in the throes of a global power shift and a clear regression in terms of humanitarianism and fundamental rights. More elections do not mean more democracy, however. We live in an age of Artificial Intelligence (AI) and extremely sophisticated manipulation that threatens the integrity of the ballot box. Hybrid systems are gaining ground, and it remains to be seen whether the cycle of elections in 2024 will signal a moment of deep degradation for democracy or a moment of resistance.The sensation of disorder is not new, nor even its quickening pace. But every year the erosion of current international norms is more marked, and events become more unpredictable. The world is increasingly decentralised, diversified and multidimensional. This "multiplex order", as Amitav Acharya described it in 2017, is cementing, because everything is happening simultaneously. And yet this reshaping of the world is still wide open because several struggles are playing out at once. 1. More conflict, more impunity2023 has been one of the most conflictive years in the world since the end of World War II. In just twelve months, political violence has increased by 27%. It grew in intensity and frequency. The war in Gaza brought 2023 to a close, with over 17,000 dead accounted for so far, warnings from the United Nations of the risk of humanitarian collapse and genocide of the Palestinian population trapped in the Strip, and the standoff between the Israeli prime minister, Benjamin Netanyahu, and the UN secretary general, António Guterres, to try to secure a ceasefire. In this ongoing crisis of the liberal order and amid discussion over the validity of international law, Israel has dealt a severe blow to the credibility of the United Nations. The Security Council has become an instrument of paralysis; a pincer in the service of the interests of old powers that have led Guterres to publicly acknowledge his frustration and sense of impotence. A politically weakened United Nations clings to its humanitarian action on the ground to try to make the difference between life and death. At least 130 UN humanitarian workers have lost their lives in Gaza since October 7th, the highest number of UN fatalities in a conflict in its history. 2023 has been a violent year. It is estimated that 1 in 6 people in the world have been exposed to conflict in the last twelve months. The sense of impunity and disregard for international law has escalated. Not only in Gaza. The entrenchment of the war in Ukraine; the expulsion of the ethnic Armenian population from Nagorno Karabakh; or the succession of coups in six African countries in the last 36 months are a clear illustration of this moment of "deregulation of the use of force", which has been crystallising over years of erosion of international norms. And if in late 2023 we saw the departure of the international troops from the G5 Sahel deployed to Burkina Faso and Niger, as had already occurred the previous year with the expulsion of the French forces from Mali, in 2024 it will be the United Nations mission in Sudan (UNITAMS) that will have to leave the country before February 29th. Human Rights Watch has called the withdrawal a "catastrophic abdication" because it increases the risk of large-scale atrocities and abuses in a scenario of civil war, ethnic cleansing and famine that has forced more than 7 million people to flee their homes, making Sudan the country with the highest number of internally displaced persons in the world.And yet the international struggle to curtail impunity will be equipped with new tools in 2024. As of January 1st, the Ljubljana - The Hague Convention on International Cooperation in the Investigation and Prosecution of the Crime of Genocide, Crimes against Humanity, War Crimes and other International Crimes could be signed (and ratified) by the United Nations member states that wish to join. It is the primary treaty for fighting impunity for international crimes and facilitates cooperation among states in the judicial investigation of these crimes, it ensures reparation for victims and streamlines extradition. At the same time, the UN is also drafting a Convention on crimes against humanity with the aim of creating a treaty that is binding in international law, especially in a climate marked by an increase in these crimes in countries like Myanmar, Ukraine, Sudan or Ethiopia. The United Nations General Assembly will assess the progress of the negotiations in autumn 2024. It will all coincide with the 30th anniversary of the Rwanda genocide.In March 2023, the International Criminal Court (ICC) issued an arrest warrant for the Russian president, Vladimir Putin, for war crimes in Ukraine, to no effect so far. But should Putin decide to attend the next G20 summit in Brazil in November 2024, it would present a challenge to the host country since, unlike last year's host India, Brazil is a party to the Rome Statute of 1998, the international treaty that led to the creation of the ICC. While President Lula da Silva initially said Putin would not be arrested if he attends the summit, he later rowed back, stating that the decision would fall to the Brazilian justice system and not the government. Despite the pessimism these treaties might produce, in recent months we have seen how, following the Azerbaijani military offensive in Nagorno Karabakh, Armenia signed the ICC's Rome Statute in November, acquiring member status as of February 2024. In addition, in late 2023 South Africa, Bangladesh, Bolivia, the Comoros and Djibouti called for an International Criminal Court investigation into war crimes, crimes against humanity and genocide in Palestine. In November 2023, the French judicial authorities issued an international arrest warrant for the Syrian president, Bashar al-Assad – rehabilitated back into the Arab League the same year, more than a decade after being thrown out – and for several of his generals over the use of chemical weapons against their own people in 2013.2. Democracy under scrutinyMore than 4 billion people will go to the polls in 76 countries, which amounts to nearly 51% of the world's population. While most of the people in these countries will vote in full or flawed democracies, one in four voters will take part in ballots in hybrid and/or authoritarian regimes. In countries such as Russia, Tunisia, Algeria, Belarus, Rwanda or Iran the leaderships will use these elections to try to tighten their grip on power and gain legitimacy in the eyes of their citizens, while the other half of the electorate will exercise their right to vote in countries that have undergone democratic erosion or displayed illiberal tendencies in recent years, like the United States or India.The close of 2023 saw the inauguration of the "anarcho-capitalist" Javier Milei as Argentina's president, confirming the deep crisis of traditional parties and the rise of radical agendas, from Nayib Bukele's aggressively punitive approach in El Salvador ―who will seek re-election in 2024―, to Popular Renewal bursting onto the electoral scene in Peru, following the party's refoundation by the current mayor of Lima, Rafael López Aliaga. They are extreme responses to the various political, economic and security crisis situations. In Europe, there were mixed results at the polls, with victory for the Polish opposition, on one hand, and a win for the Islamophobic Geert Wilders in the Netherlands, on the other. The rapid succession of elections in 2024 will be decisive in determining whether the protest, fragmentation and rise of political extremism that have transformed democracies worldwide are reinforced or whether the system weathers the storm.The votes of women and young people will be key in this test of democracy. They were in Poland, punishing the reactionary polices of the Law and Justice Party (PiS). In Brazil or Austria, for example, men's support of far-right forces is 16 percentage points higher than that of women. In Mexico, the ballot in June 2024 will elect a woman as the country's president for the first time in its history. The two candidates are Claudia Sheinbaum, a former mayor of the capital, for the ruling leftist party Morena, and Xóchitl Gálvez, for the opposition coalition Broad Front for Mexico, which brings together the conservative National Action Party (PAN) and the PRI (Institutional Revolutionary Party), among others. In the United States, the mobilisation of young Latinos will be particularly important. More than 4.7 million young Hispanics have obtained the right to vote in the last few years and they will play a significant role in key states like Nevada or Arizona. While this cohort tends to have a progressive stance and leanings, their view of the dominant parties is complex: questions of identity, discrimination or racism colour their relationships with both the Democrats and the Republicans and they reject political identification, reinforcing the idea that polarisation in the United States is more apparent among politicians than among their voters. Despite that, the fear of unfair elections has increased dramatically (from 49% in 2021 to 61% in 2023). Although US voters still perceive economic inequality as the main threat (69%), probably the greatest challenge in this election race is the presence of Donald Trump, not only because his immediate future is in the hands of the courts but also because if he does become the Republican presidential nominee, it will mean that the party has decided to place its future in the hands of the man who tried to overturn the results of the election four years ago and who the Congress committee to investigate the storming of the Capitol on January 6th, 2020, accused of "insurrection". January will see the start of the state primaries and caucuses. But with the final nominees still to be decided, according to the polls the scenario of an electoral contest between two candidates approaching or in their eighties currently favours Trump. Meanwhile, the date of the former president's trial can get dangerously close to the Super Tuesday, scheduled for March 5, the day on which 13 states vote in the Republican primaries.An investigation by The Guardian with the University of Chicago found that 5.5% of Americans, or 14 million people, believe that the use of force is justified to restore Donald Trump to the presidency, while 8.9% of Americans, or 23 million people, believe that force is justified to prevent him from being president. It is not an isolated trend. The risk of political instability and violence related to electoral processes is on the rise, as the Kofi Annan Foundation confirms.The future of the European Union, which is facing the winter with two wars on its doorstep, will also be decided at the ballot box. Apart from the elections to the European Parliament, which will be held from June 6th to 9th, 2024, 12 member states are also going to the polls. The general elections in Belgium, Portugal or Austria will be a good gauge of the strength of the far right, which is shaping up as one of the winners in the elections to the European Parliament. If the vote in 2019 spelled the end of the grand coalition that had guaranteed social democrats and Christian democrats a majority in the chamber since the European Parliament's beginnings, the big question now is knowing just how far right the European Union will swing.The latest voting intention projections show significant results for the Identity and Democracy (ID) group, home of extreme-right parties like Marine Le Pen's National Rally (RN) and Alternative for Germany (AfD), which would win as many as 87 seats and surpass the other family on the radical right, the European Conservatives and Reformists (ECR), led by the Italian prime minister, Giorgia Meloni, which would go from 66 MEPs at present to 83. Despite the loss of seats for the traditional forces, the European People's Party (EPP) will remain the EU's main political family. So, one of the questions in 2024 is whether the EPP, led by the Bavarian Manfred Weber, would be ready to seek a possible majority with the radical right.The new majorities will be crucial to determining the future of European climate commitments, continued aid to Ukraine and urgent institutional reforms to facilitate the accession of future members. The EU must deliver on the promise of enlargement, but it is increasingly ill-prepared to carry it through.Four candidate countries to join the EU will hold elections in 2024: Bosnia and Herzegovina, Moldova, North Macedonia, and Georgia, as well as the question mark hanging over the staging of elections in Ukraine. According to its constitution, Ukraine should hold elections in March 2024. But under martial law, imposed in the wake of Russia's invasion in 2022, with part of the electorate reluctant to vote in such exceptional circumstances and 8 million Ukrainian refugees outside the country, Volodymyr Zelensky already said in November that it was not "the right time" to go to the polls.The United Kingdom too, in the throes of a political and social crisis could hold early general elections, which are scheduled for January 2025. With the Conservatives facing a challenging scenario against the Labour Party headed by Keir Starmer, the current prime minister, Rishi Sunak, has the power to call the election at a time of his choosing at any point before then. Another issue is Libya. Since the United Nations plan to stage elections was postponed indefinitely in 2021, the inability to reach an agreement between the members of the two governments in the east and west of the country has put the possible date for elections back again, to 2024.There will be 16 elections in Africa, although only six of them will take place in countries considered to be democratic. Thirty years after the 1994 elections in South Africa, which marked the beginning of a democratic journey dominated since then by the African National Congress (ANC), the political landscape is beginning to change. The 2024 general elections may confirm the weakening of power and support for the ANC, while the main opposition parties seek alliances to present an alternative. In addition, the complicated economic situation, combined with other factors such as corruption, has led to the growing popularity of extremist parties.Also in India, the opposition presents itself more united than ever against Narendra Modi seeking to renew a third term in the spring. Boosted by nationalism, polarization, and disinformation, Modi will showcase the country's economic and geopolitical achievements. In 2023 India surpassed China as the most populous country in the world.Finally, it also remains to be seen what degree of participation the Venezuelan opposition might have in the presidential elections agreed with Nicolás Maduro for the second half of the year. For now, the internal panorama has become even more strained with the intensification of the territorial conflict with Guyana and the mobilization of the army.3. From information overload to social disconnection Societies are increasingly weary, overwhelmed by the saturation of content and exhausted by the speed of the changes they must assimilate. Political and electoral uncertainty and the multiple conflicts that will shape 2024 will only widen the distance between society, institutions and political parties. The number of people who say they "avoid" the news remains close to all-time highs and is particularly prominent in Greece (57%), Bulgaria (57%), Argentina (46%) or the United Kingdom (41%). The main reasons? The excessive repetition of certain news stories and the emotional impact they can have on the population's mental health. In particular, according to the Reuters Institute, this fatigue is prompted by issues such as the war in Ukraine (39%), national politics (38%) and news related to social justice (31%), with high levels of politicisation and polarisation. The echoes of the COVID-19 pandemic, images of war-related violence and the economic impact of such events on increasingly adverse living standards for the population have magnified this trend towards disconnection, aggravated by a sense of loneliness and polarisation. Yet this drop in news consumption has gone hand in hand with greater use of social networks: younger generations, for example, are increasingly likely to pay more attention to influencers than to journalists. At the same time, there is growing fragmentation on the social networks. The migration of users to Instagram or TikTok has also changed the way current affairs are consumed, with a prioritisation of leisure over news content. It is not just a voluntary rejection of information; this tendency to disconnect has also led to a reduction in the social participation and involvement in online debates that had characterised the Arab Springs, the MeToo movement or Black Lives Matter. Nearly half of open social networks users (47%) no longer participate in or react to the news. But, moreover, the disconnect from the news is also linked to the political disconnection and social shifts that have clearly altered electoral behaviour. Demographic changes related to technology use and an environment of constant volatility have also resulted in a drop in voter loyalty and that has contributed to the crisis of the traditional parties. The identity element of belonging to a party has changed among young people. Identification is built on stances on issues such as climate change, immigration, racism, women's or LGBTQIA+ rights or even the conflict between Israel and Palestine. Some 65% of American adults say they always or often feel exhausted when thinking about politics. According to the Pew Research Center, six out of ten Americans of voting age admit to having little or no confidence in the future of their country's political system. And this discontent extends to the three branches of government, the current political leaders and candidates for public office. When asked to sum up their feelings about politics in a word, 79% are negative or critical. The most frequently repeated words are "divisive", "corrupt", "chaos" or "polarised", and they complain that conflicts between Republicans and Democrats receive too much attention and there is too little attention paid "to the important issues facing the country". The paradox, however, is that this discontent has coincided with historically high levels of voter turnout over the last few years. The question is whether there will be a repeat of this in the presidential elections in November, especially when they reflect another element of generational disaffection: gerontocracy. The average age of global leaders is 62. In young people's view, the traditional political parties have failed to articulate a direct form of communication, increasing the sense of disconnection between society, politicians and institutions. In this context, a repeat of the Biden-Trump confrontation in 2024 would emphasize the extreme polarization between Republicans and Democrats in an electoral cycle considered risky. Abortion rights and security remain strong mobilization points for voters.Sometimes, however, the disconnection can be forced and in this case a news blackout becomes a weapon of repression and censorship or freedom of expression. Iran, India and Pakistan were the three countries with most new internet restrictions in the first half of 2023, and all three are holding elections in 2024. With the rise and consolidation of AI, disinformation will be an additional challenge in this "super election year". The rapid progress of AI, particularly generative AI, may cast an even longer shadow over trust in information and electoral processes. The refinement of deepfakes, quick and easy creation of images, text, audios files or propaganda by AI and a growing dependence on social media to check and research facts form a breeding ground for disinformation at time when there is still no effective control of these technologies. Perhaps that is why the Merriam-Webster dictionary's word of the year for 2023 is "authentic". With the prelude of "post-truth" in 2016, technology's capacity to manipulate facts has no precedent, from the authenticity of an image to the writing of an academic work. Hence more than half of social media users (56%) say they doubt their own capacity to identify the difference between what is real and fake in news on the internet.4. Artificial intelligence: explosion and regulation 2023 was the year that generative AI burst into our lives; the year that ChatGPT was presented to society, which in January, just two months after its launch, already had 100 million users. In August, it hit 180 million. Yet the revolution also brought a new awareness of the risks, acceleration and transformation involved in a technology that aspires to match, or even improve or surpass human intelligence. That is why 2024 will be a crucial year for AI regulation. The foundations have already been laid. It only remains to review the different initiatives under way. The most ambitious is that of the European Union, which is resolved to become the first region in the world to equip itself with a comprehensive law to regulate artificial intelligence and lead the coming leap forward. The EU has opted to categorise the risks (unacceptable, high, limited or minimal) posed by the use of AI systems and will require a "fundamental rights impact assessment" be carried out before a "high-risk" AI system can be put on the market. The agreement reached in December will be ratified in the first quarter of 2024 and give way to a period of two years before its full implementation in 2026.Almost at the eleventh hour too, on December 1st of 2023 the G7 agreed international guidelines for artificial intelligence developers and users, particularly for generative AI, mentioning the need to introduce measures to deal with disinformation. G7 leaders see it as one of the chief risks because of possible manipulation of public opinion on the eve of a year of global election overdrive.But the debate on governance goes hand in hand with a geopolitical race to lead technological innovation and, unlike the EU, in the case of the United States and China that also means development of its military application. Both countries are looking to bolster their leadership. The first international AI safety summit, called by the British prime minister, Rishi Sunak, became a meeting point of major global powers – both public and private; techno-authoritarian or open – trying to regulate or influence the debates on regulation under way. A second in-person summit will take place in Seoul and a third one in Paris, both in 2024 . For now, the "Bletchley Declaration" is on the table, a document signed by 28 countries that gathers the pledge to tackle the main risks of artificial intelligence, an agreement to examine tech companies' AI models before they are launched and a deal to assemble a global panel of experts on artificial intelligence inspired by the United Nations Intergovernmental Panel of Experts on Climate Change (IPCC) . In addition, at the US Embassy in London, 31 countries signed a parallel (non-binding) agreement to place limits on the military use of AI. China, for its part, continues to move towards its goal of reaching 70% self-sufficiency in critical technologies by 2025, while clearly increasing its presence in the main tech-related international standardisation bodies.To add to this flurry of regulatory activity, a Global Digital Compact will be agreed at the Summit of the Future in September 2024, organised by the United Nations. This agreement will create a framework of multi-actor and multisectoral cooperation among governments, private enterprise and civil society, which should lay down a set of common rules to guide digital development in the future. The application of human rights online, the regulation of AI and digital inclusion will be some of the main topics under discussion.This need to regulate artificial intelligence will also be heightened in the coming months by a growing democratisation of AI tools, which will bring greater integration into different professional sectors. The focus on a responsible AI will be stepped up locally (more cities deploying AI strategies or regulatory frameworks), nationally and transnationally. As AI takes on a more important role in decision-making throughout society safety, trustworthiness, equity and responsibility are crucial. The latest annual McKinsey report on the use of generative AI tools says that a third of companies surveyed had begun to use these types of programs. The tech and communications sector (40%), as well as financial services (38%) and the legal profession (36%), are the frontrunners in their use and application. Yet the same survey also states that precisely the industries relying most heavily on the knowledge of their employees are those that will see a more disruptive impact of these technologies. Whether that impact is positive or negative is still unclear. Unlike other revolutions that had an effect on the labour market, it is white-collar workers who are likely to feel most vulnerable in the face of generative AI. A European Central Bank study, meanwhile, says that AI has not supplanted workers, but it has lowered their wages slightly, especially in jobs considered low and medium-skilled, which are more exposed to automatisation, and particularly among women.In the midst of this regulatory acceleration of the digital revolution, 2024 will also be the year when the European Union deploys, to it full potential, the new legislation on digital services and markets to place limits and obligations on the monopolistic power of the major platforms and their responsibility in the algorithmic spread of disinformation and harmful content. As of January 1st, it will be compulsory for Big Tech to abide by these regulations, with potential fines for breaches of as much as 6% of global turnover, according to the DSA (Digital Services Act) and between 10% and 20% of global turnover, according to the DMA (Digital Markets Act). The flow of international data will also increase in 2024, particularly transfers between the EU and the United States, by virtue of the new Data Privacy Framework approved in July 2023. We will also see fresh scrutiny from NGOs and digital rights groups to ascertain the legality of these transfers and whether they respect individual privacy.5. Economic fallout and debt sustainabilityThe economic consequences of the succession of crises of recent years will be more visible in 2024, especially the impact of the interest rate hikes to counter the biggest spike in inflation in 40 years following the energy crisis of 2022. Meanwhile, tougher financing conditions will limit fiscal policy, following the rapid rise in borrowing to tackle COVID-19 and the impact of the war in Ukraine.In a climate like this, growth will be slow. The International Monetary Fund (IMF) does not expect inflation to return to the target of most central banks until 2025, which augurs high interest rates for a long time yet, especially if there is a strain on oil prices again against a backdrop of geopolitical uncertainty. The IMF's growth forecast for 2024 is 2.9%, much the same as the estimate for 2023 and below pre-pandemic growth rates.Economies, however, will cool unevenly. The United States appears to have dodged recession thanks to the strength of its labour market and of fiscal incentives, which means it is likely to have a softer landing. Industrial relocation policies, like the Inflation Reduction Act, record corporate profits after Covid and the extraordinary loss of purchasing power caused by inflation are some of the ingredients to explain the resurgence of the US labour movement, without precedent since the 1970s. Its success may spread to other sectors and economies with strained labour markets. Thus, a fall in inflation and an increase in salaries in 2024 could provide some economic relief.In the European Union, there will be greater scrutiny of public accounts, especially those of countries with least financial wiggle room like Italy, following a sharp increase in borrowing to tackle the pandemic and the impact of the war in Ukraine, owing to financing conditions and the entry into force of the reform of the EU's fiscal rules. "Fiscal discipline" will also loom large in the negotiation of the EU's new budget framework (MFF), where its greatest wishes (support for Ukraine, backing for industrial policy, the green transition and an increase in appropriations for defence, migration or the Global Gateway) will come face to face with reality (lack of resources or agreement to increase them). The adoption of the European Economic Security Strategy and the outcome of the antidumping investigation into Chinese subsidies on electric vehicles will go a long way to determining whether, on the economic front, the EU opts to align with the United States in its strategic competition with China or tries to be a champion of a reformed globalisation.It will also be necessary to keep a close eye on the development of China, which is facing its lowest economic growth in 35 years, not counting the Covid years, weighed down by its imbalances, particularly as far as an excessive accumulation of debt and dependence on the property sector are concerned. The change in the rules of globalisation prompted by US strategic competition will also hamper its exports and capacity to attract capital in a climate in which the Chinese leadership prioritises economic security over growth. With unfavourable demographics, the country has yet to establish domestic consumption as a motor for growth.Emerging economies will feel the force of China's slump, especially those with greater trade and financial dependence. The success of the Belt and Road Initiative in terms of investment volume has been overshadowed by repayment difficulties in up to 60% of the loans, which along with criticism has led Xi Jinping to announce a new phase of investments with smaller projects. In 2024, China's new role as a lender of last resort and its participation in the debt restructuring processes of countries in distress will have growing importance in how it is perceived and in its geoeconomic influence over the Global South.A large number of emerging countries are in a delicate fiscal situation. In a climate of rapid tightening of financial conditions and a strong dollar, that also exacerbates their external vulnerability. While some countries such as Mexico, Vietnam or Morocco are capitalising on the reconfiguration of trade and value chains (nearshoring), most emerging economies are likely to be adversely affected by a scenario of greater economic fragmentation. According to the WTO, trade in goods between hypothetical geopolitical blocs – based on voting patterns in the United Nations – has grown between 4% and 6% slower than trade within these blocs since the invasion of Ukraine.In this climate of scant monetary and fiscal space, the buffer for cushioning another crisis is extremely thin, which could exacerbate market volatility and nervousness in the face of episodes of uncertainty. The main focus of attention may shift from Ukraine to the Middle East, since shocks from oil are felt more broadly across the economy than those from natural gas. This could directly affect the EU and Spain, which are particularly dependent because they import over 90% of the oil they consume. In addition, strategic oil reserves in the United States have not been so low since 1983 and the few countries with capacity to increase crude production (Saudi Arabia, United Arab Emirates and Russia) may not be inclined to do so without significant political concessions.6. South(s) and North(s)In our outlook for 2023 we announced the consolidation of the Global South as a space of confrontation and leadership and pointed to the strategic presence of India, Turkey, Saudi Arabia or Brazil. In 2024, this reconfiguration will go a step further. The contradictions and fragmentations of this dichotomous North-South approach will become more apparent than ever. The Global South has established itself as a key actor in the pushback against the West on anti-imperialist grounds or over double standards. The most symbolic image of this moment of geopolitical expansion will come in October 2024, when the BRICS bloc meets in Russia to formalise its expansion. Brazil, Russia, India, China and South Africa are welcoming Saudi Arabia, Egypt, the United Arab Emirates, Ethiopia and Iran into the fold. Together they account for 46% of the world's population, 29% of global GDP and include two of the three biggest oil producers in the world. Thus, the BRICS will have an even more powerful voice, although, inevitably, it may also mean more internal contradictions and conflicting agendas. The election of Javier Milei as the president of Argentina, who has confirmed his decision not to join the BRICS, also feeds into the idea of this clash of agendas and interests in the Global South. Saudi Arabia and Iran vie for strategic influence in the Persian Gulf. India and China have their own border disputes in the Himalayas. The Global South will continue to gain clout, but it will also be more heterogeneous. Other than a shared postcolonial rhetoric, its action is extremely diverse.The Global South is multiregional and multidimensional and comprises different political regimes. But it is also a geographical space where global trade flows are consolidating as a result of reglobalisation. The latest WTO annual report confirms that, while advanced economies are still key players in world trade, they are no longer dominant. However, , if in 2023 we spoke of the geopolitical acceleration of the "others", with India as the symbol of this potential leadership of the Global South, in 2024 it will be Latin America that tries to take a central role. Brazil will host the G20, while Peru will be the venue for the Asia-Pacific Economic Cooperation (APEC) summit.And as we move beyond dichotomies, a deep internal crack may also appear in the Global North should the return of Donald Trump to the White House materialise. Transatlantic distance dominates a new framework of relations that is more transactional than a conventional alliance. Washington and Brussels' differences will worsen in 2024 when the United States asks the European Union to increase its contributions to the government of Volodymyr Zelensky and internal divisions among the member states prevent it. The second half of 2024 will be particularly tense, when Hungary – the most reluctant EU country when it comes to military aid and Ukraine's possible accession – takes over the EU's rotating presidency. It will also be paradoxical if this rift in the Global North widens because of the Ukraine war. Precisely, in 2023, the Ukrainian conflict was the mortar that cemented transatlantic unity, and confronted the EU and the United States with the limits of their ability to influence in the face of a Global South that questioned the double standards of the West. In 2024, however, the war in Ukraine may increase the distance between Washington and Brussels.Despite this logic of confrontation, the geopolitical short-sightedness of binarism is increasingly misplaced. And yet, it is difficult to overcome. The fact that both the United States and the European Union conceive their relations with Latin America solely as a space for resource exploitation and geopolitical dispute with China, is part of that short-sightedness. For the moment, the repeated failure of the negotiations over an EU-Mercosur agreement are dashing South America's hopes of being able to boost its trade presence in the European single market. Talks will resume in the first half of 2024, after Paraguay takes over the Mercosur presidency from Brazil.7. Backsliding on international commitmentsThe year 2023 left international cooperation in a shambles. Employing increasingly blunt language, António Guterres declared that the world is "woefully off-track" in achieving the Sustainable Development Goals (SDGs), which reached the halfway point to their 2030 deadline in 2023. The coming year must prove whether the international community is still capable of and wishes to agree on coordinated responses to common global problems through organs of collective governance. It will not be easy. We face an acceleration of the ecological crisis, record migration and forced displacements and a clear regression of the gender equality agenda.For the first time, the International Energy Agency (IEA) is projecting that global demand for oil, coal and natural gas will reach a high point this decade, based only on current policy settings, according to the World Energy Outlook 2023. In the short term, fossil fuel-producing countries are ignoring the climate warnings and plan to increase the extraction of coal, oil and gas. The choice of an oil state, the United Arab Emirates, as the host of a climate summit and the appointment of a fossil fuels executive as president was a bad omen at the very least.And yet, COP28 in Dubai has been the first to have managed to produce a text that explicitly recognizes the need to "leave behind" fossil fuels: oil, coal and gas, as the main culprits of the climate crisis. Although the final agreement has been celebrated as historic for referring to this need to initiate a transition to guarantee net zero emissions in 2050, the degree of ambition demonstrated is not sufficient to meet the objectives of the Paris Agreement. Likewise, while the creation of a Loss and Damage Fund to compensate the countries most affected by climate change is also a positive step, the initial collection of $700 million falls far short of what is necessary. Every year developing countries face $400 billion in losses linked to climate action.In this context, not only do we run the risk of exacerbating climate impacts; we shall also see a rise – more acutely than ever – of social and political tensions between governments and societies over the exploitation of resources. In Europe there is growing discontent with the EU's climate transition policies and the rise of Eurosceptic and radical right forces in the European Parliament elections of June 2024 will raise this pressure still further. The flurry of regulatory activity on climate and industrial matters is increasing the politicisation of this issue and stoking social unrest in certain member states. Italy, Poland, the Netherlands and certain sectors in Germany, particularly the far-right Alternative for Germany (AfD), are trying to limit the EU's ambitions on climate action. The arrival of a new government in Sweden, backed by the radical right, has slammed the brakes on the climate commitments led by one of the countries that has most contributed to EU environment policies. A hypothetical return of Donald Trump to the White House would also shake again some of the limited domestic and international progress in this area.According to a poll carried out by Ipsos, while a large part of European households continues to put the environment before economic growth, this proportion is declining. If in 2019, 53% of households preferred to protect the environment, in 2022 the figure had fallen by 5 percentage points, despite the clear impact of climate phenomena. Yet the trend of "not in my back yard" is not limited to Europe. In late 2023, we saw the resistance of Panamanians against a mining contract extension. Some experts speak of a "clash of environmentalisms" to refer to the confrontation that arises between those who wish to protect their country's natural resources and do not want to see a deterioration in their ecosystems and the interests of governments seeking resources to fuel their energy transition. We might see the same in the European Union. In early 2024, the Critical Raw Minerals Act will enter into force. It aims to guarantee the supply of nickel, lithium, magnesium and other essential materials for the green transition and strategic industries that are vital for electric cars and renewable energies, military equipment and aerospace systems, as well as for computers and mobile phones. And with this in mind the EU means to revive the mining industry on the continent. It is a move that may trigger protests by ecologists in the EU in the coming months.UN member states are also expected to reach a global agreement to end plastic pollution in 2024. It will be an international legally binding treaty and is hailed as the most important multilateral environmental pact since the Paris Agreement, setting a plan of action to 2040.However, it is gender policies and migration policies that are most exposed to this radical wave that has transformed government agendas, particularly in the European Union and Latin America. While it is true that gender parity recovered to pre-pandemic levels in 2023, the rate of progress has slowed. At the present pace, it will take 131 years to reach full parity. Although the share of women hired for positions of leadership has increased steadily by approximately 1% a year globally over the last eight years, that trend was reversed in 2023, falling to 2021 levels.The emerging feminist foreign policies, which defined those countries with a clear commitment to promoting gender equality in international relations, have added four important losses in recent months: Sweden, Luxembourg, The Netherlands, and Argentina. The changes in government, together with the growing politicization and polarization of issues perceived as "feminist", have demonstrated the easy abandonment of these initiatives, dependent on the progressive orientations of the governments in power. Mexico, another of the countries that has adopted these policies, will face elections in June that will also mark the continuity or abandonment of its commitment to gender equality in foreign action. And, despite not having a feminist foreign policy, Trump's return to the White House could lead to the reinstatement of restrictive abortion policies and funding cuts against international NGOs that promote sexual and reproductive rights.Moreover, the International Institute for Democracy and Electoral Assistance (International IDEA) reports a resurgence of anti-feminist trends in countries like Croatia and Italy and notes sexist and homophobic speech on the part of European leaders such as Viktor Orbán, Andrzej Duda or Giorgia Meloni, who have justified attacks on women's and LGBTQIA+ rights, undermining years of efforts to secure progress in breaking up gender stereotypes. Although the EU Gender Action Plan III is valid until 2025, a change in Brussels would also dilute the commitments of one of the actors most involved in this area.On a more positive note, it will be interesting to follow, in 2024, the progress of the Convention against Crimes against Humanity, which the UN is developing, as feminist and civil society movements around the world will take this opportunity to try to codify the gender apartheid as a crime against humanity – especially due to the Taliban regime's continued discrimination and oppression of Afghan women, and the situation of Iranian women.European migration policies have also suffered a major setback. The EU Pact on Migration and Asylum, which is set to move forward before the European elections in 2024, is a legitimisation of the EU's anti-immigration policies. The deal allows delays in registering asylum seekers, the introduction of second-rate border asylum procedures and extends detention time at the border. In short, it lowers standards and legalises what hitherto was unequivocally illegal.This looming agreement reflects the levels of polarisation and politicisation that set the tone of the European response to migration. And as we enter the run-up to the election campaign the migration debate will be even further to the fore in the coming months. It is, what's more, part of another, deeper process. The EU's externalisation policies have also fostered the stigmatisation of immigrants and refugees in the MENA region (Middle East and North Africa).8. Humanitarian collapseWar and violence drove forced displacement worldwide to a new high estimated at 114 million people by the end of September 2023, according to UNHCR. The main drivers of these forced displacements were the war in Ukraine and conflicts in Sudan, the Democratic Republic of Congo and Myanmar, as well as drought, floods and insecurity blighting Somalia and a prolonged humanitarian crisis in Afghanistan.In the first six months of 2023 alone, 1.6 million new individual asylum applications were made, the highest figure ever recorded. This is not an exceptional situation. The reignition of forgotten conflicts has increased levels of volatility and violence. In October 2023, over 100,500 people, more than 80% of the estimated 120,000 inhabitants of Nagorno-Karabakh, fled to Armenia after Azerbaijan took control of the enclave. There were also thousands of displaced persons in northern Shan because of an escalation in fighting between the Myanmar armed forces and various armed groups. At the end of October 2023, nearly 2 million people were internally displaced in Myanmar, living in precarious conditions and in need of vital assistance. And the images of over 1 million Palestinians fleeing their homes because of the Israeli military offensive, after Hamas attack from October 7, illustrate the humanitarian crisis afflicting Gaza.This increase in the number of displaced persons and refugees, however, has not been accompanied by a boost in international aid. Close to 1 million Rohingya refugees in Bangladesh must cope with declining international commitment. The United Nations reduced its food assistance and humanitarian aid to this group by one third in 2023. A lack of international funding considerably reduced assistance levels in 2023 and the World Food Programme was obliged to cut the size and scope of its food, monetary and nutritional assistance by between 30% and 50%. Some 2.3 billion people, nearly 30% of the global population, currently face a situation of moderate or severe food insecurity. Further rises in food prices in 2024 and the impact of adverse weather conditions on agricultural production may make the situation even worse still. The United Nations Office for the Coordination of Humanitarian Affairs (OCHA) anticipates that a total of 105 to 110 million people will require food assistance at least until early 2024, with an increase in need in the regions of southern Africa and Latin America and the Caribbean, and a net decrease in eastern Africa.Experts are pointing to the risk of a new rice crisis in 2024, as a result of India's export restrictions to try to cushion the effects of a drop in domestic production. The shock wave from the ban has also driven up the price of rice in Thailand and Vietnam, the second and third biggest exporters after India, which have seen prices rise by 14% and 22%, respectively. Added to that are the effects of the climate phenomenon known as El Niño, associated with heat and drought across the Pacific Ocean, which could harm production in 2024. Experts are currently warning that if India maintains the current restrictions, the world is headed for a repeat of the rice crisis of 2008.El Niño, which is set to continue to mid-2024, is usually associated with increased rainfall in certain areas of southern South America and the southern United States, the Horn of Africa and Central Asia. On the other hand, El Niño can also cause severe drought in Australia, Indonesia and parts of Southeast Asia.The last episode of the phenomenon, in 2016, was the warmest year on record, with global heat records that have yet to be surpassed.Donor governments and humanitarian agencies must prepare for major assistance needs in multiple regions. The year 2023 has left us some indication of it: extreme drought in the Amazon and maritime traffic restrictions in the Panama Canal; forest fires in Bolivia and power cuts in Ecuador owing to low electricity production in over 80% of hydroelectric plants; the worst floods on record in northwest Argentina, which also caused landslides affecting over 6,000 people; and a devastating category 5 hurricane in Mexico that surprised the authorities and scientists, who failed to foresee the intensity of the phenomenon. 9. Securitisation vs. rightsThe conflict between security and fundamental rights has been a constant feature of 2023 and the electoral uncertainty of the coming months will only compound the urge to pursue heavy-handed policies and control. The public debate throughout Latin America, without exception, has been dominated by security, directly impacting other crises such as migration, which has affected the entire continent for a decade and in 2024 is expected to be even more intense. "Bukelism" has a growing number of fans. The new Argentine president, Javier Milei, has said he is an admirer of the hard-line polices of the Salvadoran president, Nayib Bukele. The election campaign in Ecuador was also coloured by the debate on security.The continent is fighting a new crime wave that has spilled into traditionally more stable countries that are now part of lucrative drug-trafficking routes, as is the case of Paraguay and Argentina. People trafficking, particularly the criminal exploitation of the Venezuelan migration crisis, has also grown throughout Latin America. Against this backdrop, the United Nations and Interpol have launched a joint initiative to combat human trafficking. It remains to be seen what impact the Venezuelan elections might have on this migration crisis, which has already led to over 7 million people leaving their homes since 2014.Moreover, increasing impunity has also brought a mounting risk of authoritarian inclinations on the part of governments in Latin America, with the militarisation of public security and an undermining of democracy across the continent. In the European Union too. For some time, the sense of vulnerability has been a political boon for certain forces in the EU. With the outbreak of war in Gaza, some European countries ramped up security for fear of terrorist attacks, going to the extreme of banning demonstrations in support of the Palestinian people, as in France. In this climate, the securitisation of social movements is also emerging as a strategy that will continue to gain prominence in 2024. More and more, democratic governments are stepping up the pressure on protest movements: fines, curbs on free speech or judicial persecution are shrinking the space for civil dissent. On this point, the EU has reached an agreement to legislate against strategic lawsuits that seek to discourage public participation or silence independent media (known as SLAPPs) which is set to be ratified before the end of the current legislative term.Finally, the debate on security and its impact on individual rights will also mark the months leading up to the 2024 Olympic Games in Paris. Civil rights groups have decried the French government's plans to use AI surveillance cameras to pick up real-time activity on the streets of the capital during the games. Technology is a crucial component of the transformation that security and conflict are undergoing. Drones have become a vital weapon for the resistance in Ukraine, and in the arsenal of Hamas in its October 7th attack on Israel. A United States in the midst of budget cuts is, however, poised to inject extra cash into the Pentagon in 2024 for the development of "electronic warfare" programmes.10. The decoupling of interests and valuesThere is a common thread in many of the previous points that connects an increasingly diverse and (dis)organised world through changing interests and alliances. In its 2023 Strategic Foresight Report, the European Commission acknowledges that the "battle of narratives" it used for so long as an argument in the geopolitical confrontation between democracy and authoritarianism is becoming obsolete. It goes further than the realisation that the West has lost the battle for the narrative in the Ukraine war and that its double standards in the face of global conflicts diminishes the EU's clout. Sudan is the clearest example of how the West can commit to wars it considers existential for the survival of its own values, such as the Ukraine one, while it ignores the genocide being carried out, with house-to-house murders, in the refugee camps of Darfur.The world has turned into a "battle of offers", shaping both public opinion and government action. There is a growing diversity of options and alliances. Thus far, hegemonic narratives are either challenged or no longer serve to make sense of the world. In this "unbalanced multipolarity", with medium-sized powers setting regional agendas, the major traditional powers are compelled to seek their own space. Global competition for resources to fuel the green and digital transitions accentuates this variable geometry of agreements and alliances still further. And the results of the series of elections in 2024 may ultimately reinforce this transformation. The United States' isolationist inclinations are real. Vladimir Putin will confirm his resilience at the polls, after dodging the effects of the international sanctions and building an economic apparatus to withstand a long war in Ukraine. In India, Narendra Modi's popularity remains intact and drives the dominance of his party. The election question sets the stage for a 2024 that begins wide open. The crisis of the liberal order, aggravated by the international reaction to the latest conflicts, and the erosion of multilateralism – with an explicit challenge to the United Nations – foster yet further this sensation of a dispersion of global power towards an assortment of dynamic medium-sized powers capable of helping to shape the international environment in the coming decades.A pivotal year begins to evaluate the resistance capacity of democratic systems long subdued to a profound erosion. We will be attentive to the outcome of the ballots and to the increasing unabashed actions of bullets, pressing the limits of impunity.CIDOB calendar 2024: 75 dates to mark on the agenda January 1 – Changeover in the United Nations Security Council. Algeria, Guyana, the Republic of South Korea, Sierra Leone and Slovenia start their terms as non-permanent members of the UN Security Council, replacing Albania, Brazil, Gabon, Ghana and the United Arab Emirates, whose terms end. January 1 – Dissolution of the Republic of Artsakh. The self-proclaimed Republic of Nagorno-Karabakh will cease to exist at the start of the year, after more than three decades of control over the territory. In September 2023, Azerbaijan launched a military offensive to reintegrate this predominantly ethnic Armenian-populated enclave. The assault led the self-declared republic to announce its dissolution. January 1 – BRICS expansion. Egypt, Ethiopia, Iran, Saudi Arabia and the United Arab Emirates will join Brazil, Russia, India, China and South Africa as full members of BRICS. Argentina's new president, Javier Milei, has finally ruled out his country's incorporation. January 1 – Belgian presidency of the Council of the European Union. Belgium takes over the rotating presidency of the Council from Spain, marking the end of this institutional cycle. The Belgian semester will hold until June 30. January 7 – Parliamentary elections in Bangladesh. The vote will take place against a backdrop of deep political division in the country. This division led to mass demonstrations by the opposition at the end of 2023, calling for an interim government to oversee the elections. The current prime minister, Sheikh Hasina Wazed, is looking to for another term after 15 years in power, while her main rival and leader of the Bangladesh Nationalist Party, Khaleda Zia, is currently under house arrest on charges of corruption. January 13 – General elections in Taiwan. For the first time since Taiwan became a democracy, three candidates are competing for the presidency after the opposition failed to form a common front: the current vice president Lai Ching-te, from the ruling Democratic Progressive Party; Hou You-yi from the Kuomintang, and Ko Wen-je, a former mayor of Taipei and leader of the Taiwan People's Party. The outcome of these elections will mark the course of Taiwan's policy towards China, with an eye on the United States, at a time of growing tension between Taipei and Beijing. January 14 – Inauguration of Bernardo Arévalo as president of Guatemala. To widespread surprise, the Seed Movement candidate won the 2023 elections. Since the vote was held, political and social tension in the country has been rising due to efforts by the Guatemalan public prosecutor's office to overturn the election results and prevent Arévalo from taking office. January 15-19 – World Economic Forum. An annual event that gathers major political leaders, senior executives from the world's leading companies, heads of international organisations and NGOs, and prominent cultural and social figures. This year's meeting will mainly focus on examining the opportunities provided by the development of emerging technologies and their impact on decision-making and international cooperation. January 15-20 – 19th Summit of the Non-Aligned Movement. Uganda will be the venue for the next summit of the 120 countries that make up this grouping of states. The theme for this edition is "Deepening cooperation for shared global affluence" and it is scheduled to tackle multiple global challenges of today with a view to fostering cooperation among the member states. January 21-23 – Third South Summit of G-77 + China. Uganda will host this forum looking to promote South-South cooperation, under the theme "Leaving no one behind". The 134 member states from Asia, Africa, Latin America and the Caribbean will focus on the areas of trade, investment, sustainable development, climate change and poverty eradication. February 4 – Presidential elections in El Salvador. Nayib Bukele, who heads the New Ideas party and currently holds the presidency of El Salvador, is shaping up as the clear favourite for re-election. The country has been in a state of emergency since March 2022, in response to the security challenges affecting the nation. February 8 – Presidential elections in Pakistan. Since Imran Khan's removal as prime minister in April 2022, Pakistan has been mired in political instability, deep economic crisis and rising violence on the part of armed groups. The elections will be supervised by a caretaker government after the expiry of the Pakistani parliament's five-year term in August 2023. February 14 – Presidential and legislative elections in Indonesia. Three candidates are competing to succeed the current president, Joko Widodo, who after two terms cannot stand for re-election. The next leader will face the challenges of boosting growth in an economy reliant on domestic consumption, driving the development of the tech industry and navigating pressure from China and the United States to protect their national interests. February 16-18 – 60th Munich Security Conference. Held every year, it is the leading independent forum on international security policy and gathers high-level figures from over 70 countries. Strengthening the rules-based international order, the impact of the wars in Ukraine and Gaza, resisting revisionist tendencies or the security implications of climate change will be some of the main issues on this year's agenda. February 17-18 – African Union Summit. Ethiopia, which holds the presidency of the African Union, will be organising the summit. This year, it will address some of the numerous issues in Africa, including instability in the Sahel, growing global food insecurity, natural disasters on the continent or democratic backsliding. In addition, the tensions between Morocco and Algeria will be centre stage as both countries are vying for the presidency. February 25 – Presidential elections in Senegal. Following multiple waves of protests, the current president, Macky Sall, announced he would not be standing for a third term. It is the first time in the country's democratic history that a sitting president will not be standing in the elections. The need to ensure jobs for the country's young population will be one of the key issues in the election campaign. February 26-29 – Mobile World Congress. Barcelona hosts the world's biggest mobile phone event, gathering the leading international tech and communications companies. This edition will be devoted to 5G technology, connectivity, the promotion of human-centred artificial intelligence or the digital transformation, among other themes. March 1 – Parliamentary elections in Iran. With an eye on the succession of the ageing Ayatollah Ali Khamenei, Iranians will elect their representatives to the Islamic Consultative Assembly and the Assembly of Experts, the latter body in charge of electing the new supreme leader in the coming years. The elections will be marked by the escalation of tension in the Middle East and the deep economic and social crisis that has increased popular disaffection with the regime. March 8 – International Women's Day. Now a key date on the political and social calendar of many countries. Mass demonstrations have gained momentum in recent years, particularly in Latin America, the United States and Europe. The common goal is the struggle for women's rights and gender equality throughout the world. March 10 – Parliamentary elections in Portugal. The country faces a snap election after the institutional crisis triggered by the resignation of the socialist prime minister, António Costa. The former leader was the target of a judicial investigation over alleged corruption that directly involved several members of his government team. March 15-17 – Presidential elections in Russia. While Vladimir Putin is expected to secure re-election, maintaining his grip on power until 2030, Russia will go to the polls against a backdrop of multiple domestic security challenges. The Russian withdrawal from the Ukrainian region of Kharkiv, the impact of the war in Ukraine, the failed Wagner uprising of June 2023 and the antisemitic disturbances in the North Caucus in October could force Putin to use the election calendar to embark on major a shakeup of the political and military leaderships. March 18 – 10th anniversary of Russia's annexation of Crimea. The annexation of Crimea by Russia, which had invaded the region some weeks earlier, was formalised via a referendum on Crimea's political status that went ahead without international recognition. The event took place following the fall of the then Ukrainian president, Viktor Yanukovych, a pro-Russian, in the wake of a series of protests with a clear pro-European bent. March 21-22 – Nuclear Energy Summit. The International Atomic Energy Agency and the Belgian government will gather over 30 heads of state and government from across the world, as well as energy industry and civil society representatives. The summit seeks to promote nuclear energy in the face of the challenges posed by reducing the use of fossil fuels, enhance energy security and boost sustainable economic development. March 31 – Presidential elections in Ukraine. According to the Ukrainian constitution, presidential elections must be held on the last Sunday in March of the fifth year of the presidential term of office. However, it is uncertain whether they will go ahead given they are illegal under martial law, in effect since the start of Russia's invasion of the country in 2022. A lack of funds and the Ukrainian people's opposition to holding elections in wartime are important factors. March 31 – Local elections in Turkey. The Republican People's Party (CHP), the main opposition, is hoping to maintain control of the key municipalities it won in 2019. They include the capital, Ankara, Istanbul and other major cities. Recep Tayyip Erdoğan's re-election and the retention of the parliamentary majority in the elections of 2023 have prompted his Justice and Development Party (AK Party) to try to make up ground at municipal level. April 7 – 30th anniversary of the genocide in Rwanda. The deaths of the presidents of Burundi and Rwanda in a plane crash provided the trigger for a campaign of organised and systematic extermination of members of the Tutsi population at the hands of Hutu extremists that would last 100 days. On July 15th, 1994, the Rwandan Patriotic Front established a transitional government of national unity in Kigali that would put an end to the genocide. Between 500,000 and 1 million people are estimated to have been murdered. April-May – General elections in India. Despite growing illiberal tendencies, the "world's biggest democracy" goes to the polls in April and May. The current prime minister, Narendra Modi, is aiming for a third term against an opposition that is more united than ever under the Indian National Development Inclusive Alliance (INDIA). May 2 – Local elections in the United Kingdom. Elections will take place for local councils and mayors in England, including London and the combined authority of Greater Manchester. The elections will be seen as an indicator of the level of support both for the Labour Party and for the Conservatives ahead of general elections scheduled for January 2025. May 5 – General elections in Panama. Panamanian society will elect new representatives for the presidency, National Assembly, mayoralty and other local representatives. The elections will take place against a backdrop of marked polarisation and rising social tension, exacerbated by issues relating to domestic security, political disputes and the management of natural resources. May 19 – Presidential and legislative elections in the Dominican Republic. The current president, Luis Abinader, leader of the Modern Revolutionary Party, is seeking re-election in a vote in which most opposition parties will unite under the Opposition Alliance Rescue RD. Territorial, migration and economic tensions with neighbouring Haiti will be central issues during the election campaign.June – Presidential elections in Mauritania. The current president, Mohamed Ould Ghazouani, will seek re-election after four years of business as usual following the departure in 2019 of the former president, Mohamed Ould Abdel Aziz, who today faces multiple corruption charges. The winner of the elections will have to deal with rising social tension, as well as geopolitical tensions across the region. June 2 – General and federal elections in Mexico. Claudia Sheinbaum, the official shortlisted presidential candidate for the National Regeneration Movement (Morena), is the clear favourite against the main opposition candidate from the Broad Front for Mexico, formed by the Institutional Revolutionary Party (PRI), National Action Party (PAN) and the Party of the Democratic Revolution (PRD). Voters will not only elect the president and the government, but also senators and federal deputies, as well as thousands of state and/or municipal officials in 30 of the 32 federal entities. June 6-9 – Elections to the European Parliament. Voting will take place simultaneously in the 27 countries that form the European Union. Some of the major questions are how far populist and far-right parties will advance, how much clout the traditional social democrat and conservative families will wield and the possible alliances that might form for the subsequent selection of key European posts. June 9 – Federal elections in Belgium. Coinciding with the Belgian presidency of the European Union, the country will hold federal, European and regional elections on the same day. One of the most significant issues will be how well the far-right party Vlaams Belang fares. It is aiming for a considerable increase in its support to test the resistance of the cordon sanitaire that has excluded it from power until now. June 13-15 – 50th G-7 summit in Italy. Savelletri, a small town in the Italian region of Puglia, will be the venue for a new meeting of the G7. The summit will tackle the main geopolitical challenges on the global stage and their impact on the international economy, along with other crucial issues on Italy's agenda, such as immigration and relations with Africa. June 20 – World Refugee Day. The number of forcibly displaced people hit all-time highs in 2023. There are refugees and internally displaced persons due to the impact of the war in Ukraine and the numerous conflicts in the Middle East and Africa, as well as the impacts of climate change. During that week in June, the UNHCR will release its annual report on the global trends in forced displacement. First half of 2024 – Deployment of an international mission to Haiti. Kenya will lead the deployment of a security contingent with the participation of other countries. The goal is to tackle the gang violence in Haiti that is causing a major security and governance crisis. In October 2023, following a request from the secretary general and Haitian prime minister, the United Nations Security Council authorised a multinational security support mission for a period of one year. First half of 2024 – Quadrilateral Security Dialogue (Quad) Summit. India will host a new meeting of this strategic forum for the Indo-Pacific region formed by Australia, India, Japan and the United States to address common issues regarding trade, critical technologies, human rights and climate change. July – 24th Summit of the Shanghai Cooperation Organisation. Kazakhstan holds the yearly rotating chairmanship of the main regional forum in Central Asia for security, economic and political affairs, made up of China, India, Iran, Kazakhstan, Kyrgyzstan, Pakistan, Russia, Tajikistan and Uzbekistan. The priorities of the Kazakh chairmanship focus on matters of security and regional unity, as well as economic development and regional trade. Belarus is expected to join the organisation this year. July 1 – Hungary takes over the rotating presidency of the Council of the European Union. Hungary will take over the rotating presidency of the Council of the European Union in the second half of the year, amid tension with the European Commission and Parliament over its failures to comply with EU law. July 8-18 – High-Level Political Forum on Sustainable Development. World leaders and representatives will meet in New York to follow up and review the Sustainable Development Goals (SDGs), as well as present Voluntary National Reviews on the SDGs. The theme will be "Reinforcing the 2030 Agenda and eradicating poverty in times of multiple crises: the effective delivery of sustainable, resilient and innovative solutions". July 9-11 – NATO Summit. Washington will be the venue for the NATO summit, where the presentation of a security strategy for the southern flank is expected, in response to the mandate arising out of the Vilnius summit in 2023. In addition, 2024 marks the 75th anniversary of the founding of NATO. July 26-August 11 – Summer Olympic Games in Paris. France will host the Games of the XXXIII Olympiad, the world's main sporting event, which is held every four years. It affords the hosts a good opportunity to kick-start an economy that has stagnated in recent years. August – Presidential and parliamentary elections in Rwanda. The incumbent president of Rwanda, Paul Kagame, who has been in the post since 2000, is running for re-election after three successive ballots in which he has polled over 90% of the votes. September – Parliamentary elections in Austria. The burning question is whether the conservatives (ÖVP) and the greens (Die Grünen) will be able to repeat their current government coalition or whether the results of the populist Freedom Party of Austria (FPÖ) and the social democrats of the SPÖ will offer alternative majorities. September 22-23 – UN Summit of the Future. Based on the "Our Common Agenda" report presented by UN Secretary General António Guterres in 2021, on multilateralism and international cooperation, this high-level event aims to accelerate the fulfilment of existing international commitments and tackle emerging challenges and opportunities. The culmination of this effort will be the creation of a Pact for the Future negotiated and endorsed by the participating countries. September 24 – General Debate of the 79th Session of the United Nations General Assembly. A yearly event that brings together the world's leaders to assess the current state of their national policies and their world views. September 26-27 – 10th anniversary of the Ayotzinapa case. Mexico will mark the 10th anniversary of the Ayotzinapa (or Iguala) case, one of the biggest human rights scandals in the country's recent history. Still unsolved, the case involved the forced disappearance of 43 students from the Ayotzinapa Rural Teachers' College, Guerrero state. October – 16th BRICS Summit. Kazan in Russia will be the venue for the summit of the new BRICS, now expanded to 11 countries, adding impetus to Moscow's efforts to demonstrate that the country is not isolated despite the large-scale invasion of Ukraine. October 1 – 75th anniversary of the founding of the People's Republic of China. It is 75 years since Mao Zedong founded the People's Republic of China. The event marked the end of the civil war between the Chinese Communist Party and the Kuomintang that had broken out immediately after the surrender of Japan and the dissolution of the Second United Front between the two political forces during the Second Sino-Japanese War. October 6 – Municipal elections in Brazil. The elections will be a good gauge of the level of support for the Workers' Party and the parties that back President Lula, as well as of the advance, or otherwise, of Bolsonaro-linked candidates. In the cities where a second round of voting is required, it will take place on October 27. October 9 – General and regional elections in Mozambique. President Filipe Nyusi will end his second and final presidential term. According to the country's constitution, he cannot stand again. His party, the Liberation Front of Mozambique (FRELIMO), which has been in power for decades, must find another candidate. The next government will face various challenges, including political tension, an increase in jihadi terrorism and marked social exclusion. October 24 – International Day of Climate Action. The goal is to mobilise and raise awareness of the effects of climate change among society and governments across the world. It is a good moment to analyse the different agendas to fight climate change and the progress being made in the most polluting countries. October 27 – General elections in Uruguay. The Broad Front (FA), a centre-left party with strong ties to the trade unions and other social organisations, will compete for victory against the centre-right Multicolour Coalition, which is currently in power and has faced several corruption cases in recent months. November – APEC Summit. Peru will host a new meeting of the Asia-Pacific Economic Cooperation forum, which gathers 21 countries. The theme this year is "People. Business. Prosperity". November – COP29 Climate Change Conference. Azerbaijan will host the world's largest international summit dedicated to climate change in 2024. For the second consecutive year, it will be held in a country whose economy is dependent on fossil fuel production. November – 29th Ibero-American Summit. Ecuador will host the Ibero-American Summit of heads of state and government under the theme "Innovation, inclusion and sustainability". In parallel, the main cities of Latin America, Spain and Portugal will hold a "Meeting of Ibero-American Cities", the conclusions of which will be presented during the summit. November 4-8 – 12th World Urban Forum. Cairo will host the premier gathering on urban issues and human settlements organised by UN-Habitat. November 5 – Presidential elections in the United States. The incumbent president, Joe Biden, is seeking re-election and, with the former president, Donald Trump, still to be confirmed as the Republican presidential nominee, the campaign promises to be highly polarised. The election calendar will influence Washington's foreign policy decisions. November 5 – General elections in Georgia. The ruling coalition Georgian Dream is looking for yet another term. The war in Ukraine has split the country again between those who seek deeper integration with the West and hope to join the European Union in the future and those who advocate normalising relations with Russia. November 11 – 20th anniversary of the death of Yasser Arafat. The historic Palestinian leader and president of the Palestinian National Authority died 20 years ago in Paris. He played a crucial role in the Middle East peace process, which, along with Israeli leaders Yitzhak Rabin and Shimon Peres, earned him the Nobel Peace Prize in 1994. November 18-19 – G-20 summit in Brazil. Under the theme "Building a just world and sustainable planet", the main topics for discussion and debate at this meeting will include energy transition and development, reform of the global governance institutions, and the fight against inequality, hunger and poverty. December – Presidential elections in Algeria. President Abdelmadjid Tebboune is expected to run for re-election. The country faces several security challenges due to the instability in the Sahel and the rising tension with Morocco over the Western Sahara. It also plays a crucial role as a supplier of gas to Europe amid the energy crisis caused by the war in Ukraine. December – General elections in South Sudan. The terms of the peace agreement of 2018, which put an end to an internal armed conflict lasting five years, established the forming of a government of national unity led by the current president, Salva Kiir, and his rival, the vice president, Riek Machar. Kiir has proposed holding free presidential elections in late 2024. December 7 – Presidential elections in Ghana. The elections are expected to be a two-horse race between Mahamudu Bawumia, the current vice president of the ruling New Patriotic Party (NPP), and the former president, John Dramani Mahama, the candidate of the main opposition party, the National Democratic Congress (NDC). The country is facing its worst economic crisis of recent decades and major security challenges because of the geopolitical situation in the Sahel. Second half of 2024 – Presidential elections in Venezuela. The Chavistas and the opposition gathered under the umbrella of the Unitary Platform reached an agreement in Barbados on staging presidential elections that provides for the invitation of regional and international observers. The decision came as the United States announced the lifting of sanctions on Venezuelan gas and oil in October 2023. Pending – 53rd Pacific Islands Forum. Tonga is to host a new meeting of the main discussion forum spanning the region of Oceania, which brings together the interests of 18 states and territories on matters of climate change, the sustainable use of maritime resources, security and regional cooperation. It is a geographical space of growing interest to China and the United States, which have begun a diplomatic race to draw some of these countries and territories into their spheres of influence. Pending – 44th ASEAN Summit. Laos will host a new meeting of Southeast Asia's main regional forum, which brings together 10 countries. The theme this time is "Enhancing connectivity and resilience". Pending – AI Safety Summit. France will host the second meeting of this international summit whose goal is to foster work and initiatives to tackle the risks posed by artificial intelligence. The first event, held in London in 2023, resulted in the Bletchley Declaration, which advocated greater international cooperation to address the challenges and risks associated with artificial intelligence. Pending – 33rd Arab League Summit. Bahrein will host a fresh meeting of the main political organisation gathering the countries of the Middle East and North Africa. The Israeli-Palestinian conflict, food and energy security issues, and the regional impacts of the war in Ukraine will be some of the main topics of discussion and debate. Pending – Presidential and parliamentary elections in Sri Lanka. The social tension in the country, mired in a deep economic crisis that has led to an International Monetary Fund rescue, has increased in recent months and is expected to intensify throughout the electoral process. Pending – General elections in Chad. Chad's transitional president, Mahamat Idriss Déby, who came to power in April 2021 via a military junta following the death of his father, Idriss Déby, promised the staging of free elections in late 2024. The country is facing a serious food and security crisis. Pending – 3rd Summit for Democracy. South Korea will be the host of this US-promoted summit, which since 2021 has gathered heads of government and leaders from civil society and the private sector. Its goal is to address the challenges and opportunities facing democracies in the 21st century on matters relating to democratic governance, safeguarding human rights and fighting corruption. Pending – General and regional elections in South Africa. The African National Congress (ANC), in power since the first free and general elections in 1994, is looking to stay there, although the main opposition party, the Democratic Alliance, could pull off a surprise. The country faces countless challenges, particularly in matters of security thanks to soaring crime rates, a major energy crisis and high unemployment. Pending – Presidential elections in Tunisia. They will be the first elections since the power grab by the Tunisian president, Kaïs Saied, in 2021 and the return to authoritarianism of the only country that appeared to have consolidated democracy following the Arab Spring of 2010-2011. Saied has already announced he will not allow the presence of international election observers.DOI: https://doi.org/10.24241/NotesInt.2023/299/enAll the publications express the opinions of their individual authors and do not necessarily reflect the views of CIDOB as an institution

Texto finalizado el 15 de diciembre de 2023. Esta Nota Internacional es el resultado de la reflexión colectiva del equipo de investigación de CIDOB. Coordinada y editada por Carme Colomina, en el proceso de redacción ha contado con aportaciones de Inés Arco, Anna Ayuso, Ana Ballesteros, Pol Bargués, Moussa Bourekba, Víctor Burguete, Anna Busquets, Javier Carbonell, Carmen Claudín, Francesc Fàbregues, Oriol Farrés, Agustí Fernández de Losada, Marta Galceran, Blanca Garcés, Seán Golden, Berta Güell, Julia Lipscomb, Bet Mañé, Ricardo Martínez, Esther Masclans, Óscar Mateos, Sergio Maydeu, Pol Morillas, Diego Muro, Francesco Pasetti, Héctor Sánchez, Reinhard Schweitzer, Antoni Segura, Cristina Serrano, Eduard Soler i Lecha, Alexandra Vidal, Pere Vilanova.  2024 será un año de urnas y armas. Las elecciones celebradas en más de 70 países, que actuarán como un test de estrés para el sistema democrático, y el impacto de la multiplicidad de conflictos que alimenta la inestabilidad global definirán un mundo en plena transición de poder y en claro retroceso humanitario y de derechos fundamentales.Se acentúa la erosión de las normas internacionales vigentes y aumenta la imprevisibilidad. 2024 empieza totalmente abierto, marcado por un mundo cada vez más diverso y (des)ordenado, definido por alianzas e intereses cambiantes en cuestiones como la competición geopolítica, las transiciones verde y digital o la seguridad internacional.Las consecuencias económicas de las sucesivas crisis serán más visibles que en años anteriores: el crecimiento económico será débil y el frenazo chino reverberará en las economías emergentes, cada vez más tensionadas por el endurecimiento de las condiciones financieras y la fortaleza del dólar.2024 será un año de urnas y armas. Un test de estrés tanto para el sistema democrático como para la multiplicidad de conflictos que alimenta la inestabilidad global. Seguimos ante un mundo desordenado, convulso y contestado, pero, esta vez, cualquier análisis pende del gran interrogante que supone el intenso ciclo electoral que marcará el próximo año. Con guerras abiertas en Ucrania, Palestina, Sudán o Yemen, el mundo concentra la mayor cantidad de conflictos activos desde el final de la Segunda Guerra Mundial. Por eso, la agenda geopolítica de los próximos meses se entreteje a partir del impacto mutuo entre los distintos conflictos bélicos y el veredicto que lanzarán los más de 70 procesos electorales marcados en el calendario.Hay elecciones que pueden definir guerras. Las consecuencias políticas de la brutal ofensiva israelí en Gaza o el estancamiento del frente de guerra ucraniano también dependen de la carrera presidencial en Estados Unidos. Las grietas en la unidad transatlántica y las cada vez más categóricas acusaciones de doble rasero en las lealtades de Occidente no son ajenas a lo que ocurra el 5 de noviembre de 2024 en las urnas estadounidenses. Un retorno de Donald Trump a la Casa Blanca modificaría por completo las relaciones de fuerza y la posición de Washington en cada uno de estos conflictos, desde el suministro de armamento al Gobierno ucraniano, al apoyo a Israel, o en la confrontación con Rusia o China.Pero no se trata solo del futuro de la democracia en Estados Unidos: más de 4.000 millones de personas irán a las urnas en más de 70 países. La Unión Europea (UE), India, Pakistán, Indonesia, México, Taiwán, Venezuela o Senegal… grandes actores con peso demográfico e influencia geopolítica protagonizarán un año de una intensidad electoral sin precedentes, que definirá un mundo en plena transición global del poder y en claro retroceso humanitario y de derechos fundamentales. Sin embargo, tanta concentración de elecciones no significa más democracia. Estamos en tiempos de inteligencia artificial (IA) y de sofisticación extrema de la manipulación que amenazan la fiabilidad de las urnas. Los sistemas híbridos ganan terreno, y está por ver si el ciclo electoral de 2024 acaba siendo un momento de profundización de la degradación o de resistencia democrática. La sensación de desorden no es nueva, ni siquiera su aceleración. Pero cada año se acentúa la erosión de las normas internacionales vigentes y aumenta la imprevisibilidad. El mundo es cada vez más descentralizado, diversificado y multidimensional. Se consolida este «orden múltiplex» –como Amitav Acharya lo describió ya en 2017– porque todo ocurre simultáneamente. Y, sin embargo, seguimos ante un rediseño del mundo todavía abierto porque esta simultaneidad de cambios concentra distintas pugnas en liza. 1. Más conflictividad, más impunidad2023 ha sido uno de los años más conflictivos en el mundo desde el fin de la Segunda Guerra mundial. En solo doce meses, la violencia política ha aumentado un 27%. Crece en intensidad y en frecuencia. La guerra en Gaza ha marcado el final de 2023, con sus más de 17.000 víctimas mortales contabilizadas hasta el momento, las advertencias por parte de Naciones Unidas del riesgo de colapso humanitario y de genocidio de la población palestina atrapada en la Franja, así como el pulso entre el primer ministro Benyamín Netanyahu y el secretario general de la Naciones Unidas, António Guterres, para intentar lograr un alto el fuego. En esta crisis continuada del orden liberal y en plena discusión sobre la validez del derecho internacional, Israel ha asestado un golpe profundo a la credibilidad de Naciones Unidas. El Consejo de Seguridad se ha convertido en un instrumento para la parálisis; una tenaza al servicio de los intereses de viejas potencias que han llevado a Guterres a admitir públicamente la frustración de la impotencia. Unas Naciones Unidas que, debilitadas políticamente, se aferran a su acción humanitaria sobre el terreno para intentar marcar la diferencia entre la vida y la muerte. Más de 130 trabajadores humanitarios de Naciones Unidas han perdido la vida en Gaza desde el 7 de octubre, el mayor número de fallecidos entre su personal en un conflicto de su historia. 2023 ha sido un año violento. Se estima que 1 de cada 6 personas en el mundo ha estado expuesta a un conflicto en los últimos doce meses. La sensación de impunidad y de menosprecio por la legislación internacional se ha agravado. No solo en Gaza. El enquistamiento de la guerra en Ucrania; la expulsión de la población de origen armenio de Nagorno Karabaj; o la sucesión de golpes de estados vividos en seis países africanos en los últimos 36 meses dan buena cuenta de este momento de «desregulación del uso de la fuerza», que se ha ido fraguando durante años de erosión de las normas internacionales. Y si a finales de 2023 asistimos a la retirada de las tropas internacionales del G-5 Sahel desplegadas en Burkina Faso y Níger, como ya ocurrió un año antes con la expulsión de los soldados franceses de Mali, en 2024 será la misión de Naciones Unidas en Sudán (UNITAMS) la que tendrá que abandonar el país antes del 29 de febrero. Una retirada que Human Rights Watch ha calificado de «abdicación catastrófica» porque aumenta el riesgo de atrocidades y abusos a gran escala en un escenario de guerra civil, limpieza étnica y hambruna que ya ha provocado más de siete millones de desplazados internos, convirtiendo Sudán en el país con un mayor número de desplazados internos de todo el planeta.Y, sin embargo, el combate internacional por poner límites a la impunidad se dotará de nuevos instrumentos en 2024. A partir del 1 de enero, la Convención Liubliana-La Haya en cooperación internacional para la investigación y persecución del crimen de genocidio, lesa humanidad, crímenes de guerra y otros crímenes internacionales podrá ser firmado (y ratificado) por los estados miembros de Naciones Unidas que deseen adherirse. Se trata del mayor tratado para la lucha contra la impunidad internacional, que facilita la cooperación interestatal en la investigación judicial de estos crímenes, garantiza la reparación para las víctimas y agiliza la extradición. En paralelo, Naciones Unidas también está elaborando una Convención contra los crímenes contra la humanidad con el objetivo de crear un tratado vinculante de derecho internacional, especialmente en un contexto marcado por el aumento de estos crímenes en países como Myanmar, Ucrania, Sudán o Etiopía. En otoño de 2024, la Asamblea General de Naciones Unidas tendrá que valorar el progreso de las negociaciones. Todo ello ocurrirá coincidiendo con los 30 años del genocidio de Rwanda.En marzo de 2023, la Corte Penal Internacional (CPI) emitió una orden de arresto contra el presidente ruso Vladímir Putin por crímenes de guerra en Ucrania, hasta ahora sin consecuencias. Sin embargo, si en noviembre de 2024 Putin decidiera asistir a la próxima cumbre del G-20 en Brasil, eso supondría un desafío para el país anfitrión ya que, a diferencia de India, Brasil sí es parte del Estatuto de Roma de 1998, el tratado internacional que condujo a la creación de la CPI. Si en un principio el presidente Luiz Inácio Lula da Silva aseguró que Putin no sería detenido en caso de acudir a la cumbre, después matizó que la decisión recaería sobre la justicia brasileña y no en el Gobierno. A pesar del pesimismo que pueda generar la eficacia de estos tratados, en los últimos meses hemos visto como, tras la ofensiva militar azerí en Nagorno Karabaj, Armenia ratificó en noviembre el Estatuto de Roma de la CPI, adquiriendo el estatus de país miembro a partir de febrero de 2024. Además, a finales de 2023, Sudáfrica, Bangladesh, Bolivia, las Comores y Djibouti reclamaron una investigación de la Corte Penal Internacional por crímenes de guerra, crímenes de lesa humanidad y genocidio en Palestina. Asimismo, en noviembre de 2023, las autoridades judiciales francesas emitían una orden de detención internacional contra el presidente sirio Bashar al-Assad –rehabilitado este mismo año con su retorno a la Liga Árabe, más de una década después de su expulsión– y varios generales sirios por el uso de armas químicas contra su población civil en 2013.2. La democracia, a examenMás de 4.000 millones de personas están llamadas a las urnas en 76 países, casi el 51% de la población mundial. Mientras la mayoría de la ciudadanía de estos países votará en democracias plenas o con imperfecciones, uno de cada cuatro votantes participará en comicios en regímenes híbridos y/o autoritarios. Países como Rusia, Túnez, Argelia, Bielorrusia, Rwanda o Irán instrumentalizarán estos procesos electorales para tratar de fortalecer a los liderazgos en el poder y ganar legitimidad ante sus ciudadanos, mientras que casi la otra mitad del electorado ejercerá su derecho a voto en países que, en los últimos años, han mostrado una erosión democrática o tentaciones iliberales, como en Estados Unidos o India.2023 se cierra con la toma de posesión del «anarcocapitalista» Javier Milei a la presidencia argentina, que confirma la profunda crisis de los partidos tradicionales y el auge de las agendas radicales: desde el agresivo punitivismo penal de Nayib Bukele en El Salvador ―que aspira a la reelección en 2024―, a la irrupción electoral de Renovación Popular en Perú, refundada por el hoy alcalde de Lima, Rafael López Aliaga. Respuestas extremas a los distintos escenarios de crisis político-económicas y de seguridad. En Europa, las urnas europeas dieron una de cal y otra de arena, con la victoria de la oposición polaca, por un lado, y los buenos resultados del islamófobo Geert Wilders en los Países Bajos, por el otro. Pero el intenso ciclo electoral de 2024 será decisivo para saber si se consolida la contestación, la fragmentación y el auge del extremismo político que han transformado las democracias a nivel global, o bien si el sistema resiste.En este test democrático, el voto de las mujeres y los jóvenes será clave. Lo fueron en Polonia, como castigo a las políticas reaccionarias del Partido Ley y Justicia (PIS). En Brasil o Austria, por ejemplo, el apoyo de los hombres a fuerzas de extrema derecha es 16 puntos superior al de las mujeres. En México, las presidenciales de junio de 2024 elegirán, por primera vez a en su historia, a una mujer como presidenta del país. Las dos candidatas son Claudia Sheinbaum, exalcaldesa de la capital y representante del gubernamental partido de izquierdas, Morena, y Xóchitl Gálvez, en nombre de una coalición opositora de Frente Amplio por México, que agrupa, entre otros, al derechista Partido de Acción Nacional (PAN) y al Partido Revolucionario Institucional (PRI). En Estados Unidos, la movilización de las juventudes de origen latino será especialmente relevante. En los últimos años, más de 4,7 millones de jóvenes hispanos han obtenido el derecho a voto y su papel va a ser significativo en estados claves como Nevada o Arizona. Si bien esta cohorte tiende a mostrar una actitud e inclinación progresista, su perspectiva sobre los partidos dominantes es complicada: cuestiones identitarias, de discriminación o racismo suelen marcar su relación tanto con los Demócratas como con los Republicanos, y rechazan la identificación política, lo que refuerza la idea de que la polarización en Estados Unidos es más evidente entre los políticos que entre sus votantes. A pesar de ello, el miedo a unas elecciones injustas ha aumentado dramáticamente (del 49% en 2021 al 61% en 2023). Aunque la desigualdad económica sigue siendo la principal amenaza percibida (69%) entre los votantes estadounidenses, el mayor desafío en esta carrera electoral es, probablemente, la presencia de Donald Trump, no solo porque su futuro inmediato está en manos de los tribunales, sino también porque si su candidatura llegara a materializarse significaría que el Partido Republicano habría decidido entregar su futuro al hombre que intentó revertir los resultados electorales de hace cuatro años y que el propio comité del Congreso, que investigó la toma del Capitolio del 6 de enero de 2020, acusó de «insurrección». A partir de enero empezarán las elecciones primarias y los caucus estatales; sin embargo, a falta de concretarse los candidatos definitivos, el imaginario de un posible duelo electoral entre octogenarios se resuelve, de momento según las encuestas, a favor de Trump. Mientras tanto, la fecha del juicio al expresidente se acerca peligrosamente al supermartes del 5 de marzo, el día en que 13 estados votan en las primarias republicanas.Una investigación de The Guardian con la Universidad de Chicago afirma que un 5,5% de los estadounidenses, es decir, 14 millones de personas, creen que el uso de la fuerza está justificado para restaurar a Donald Trump en la presidencia, mientras que otro 8,9%, unos 23 millones de estadounidenses, creen que la fuerza está justificada para impedirlo. No se trata de una tendencia aislada. El riesgo de inestabilidad política y de violencia vinculada a procesos electorales va al alza, así lo confirma la Fundación Kofi-Annan.También el futuro de una Unión Europea, que afronta este invierno con dos guerras en su vecindario, se decidirá en las urnas. Además de las elecciones al Parlamento Europeo, que se celebrarán entre el 6 y el 9 de junio de 2024, 12 estados miembros también tienen comicios. Las elecciones generales en Bélgica, Portugal o Austria serán un buen termómetro para medir la fuerza de la extrema derecha, que aspira a salir reforzada de las elecciones a la Eurocámara. Si los comicios de 2019 determinaron el fin de la gran coalición que, desde los orígenes del Parlamento Europeo, había garantizado a socialdemócratas y democristianos una mayoría de escaños en el pleno de Estrasburgo, ahora el gran interrogante está en saber dónde quedarán los límites de la derechización de la UE. Las últimas proyecciones en intención de voto muestran resultados importantes para el grupo Identidad y Democracia (ID) –hogar de partidos de extrema derecha como el Reagrupamiento Nacional (RN) de Marine Le Pen o Alternativa para Alemania (AfD)– que llegaría hasta los 87 escaños y superaría a la otra familia de derecha radical, los Conservadores y Reformistas Europeos (ECR), que preside la primera ministra italiana Giorgia Meloni, que pasaría de los 66 eurodiputados actuales a 83. Sin embargo, y a pesar de la pérdida de escaños que sufrirían las fuerzas tradicionales, el Partido Popular Europeo (PPE) seguiría como la principal familia política de la Unión. Por eso, unos de los interrogantes de este 2024 es saber si ¿estaría dispuesto el PPE, que preside el bávaro Manfred Weber, a buscar una posible mayoría con la derecha radical?Las nuevas mayorías en la UE serán cruciales para decidir el futuro de los compromisos climáticos, la continuidad de la ayuda a Ucrania y las urgentes reformas institucionales que deben facilitar la entrada de futuros miembros. La ampliación tiene que pasar de ser una promesa a una realidad, pero la UE está cada vez menos preparada para llevarla a cabo. En 2024, cuatro países candidatos a la Unión celebrarán elecciones: Bosnia y Herzegovina, Moldova, Macedonia del Norte y Georgia, además de la incógnita que pende sobre la convocatoria de elecciones en Ucrania. Según su Constitución, Ucrania debería celebrar comicios en marzo de 2024. Pero, bajo la ley marcial, impuesta tras la invasión de Rusia en 2022, con una parte del electorado reticente a ir a las urnas en plena excepcionalidad, y con ocho millones de refugiados ucranianos fuera del país, Volodímir Zelenski ya apuntó en noviembre que no era «el momento adecuado».También un Reino Unido en plena crisis política y social podría avanzar elecciones generales, previstas para enero de 2025. Con un escenario desafiante para los conservadores frente al Partido Laborista encabezado por Keir Starmer, el actual primer ministro, Rishi Sunak, tiene discreción para elegir la fecha de los comicios. Otro de los interrogantes es Libia que, tras quedar pospuesto indefinidamente en 2021 el plan de Naciones Unidas de celebrar elecciones, la incapacidad de alcanzar un acuerdo entre los miembros de los dos gobiernos en el este y el oeste del país ha vuelto a mover la fecha de una posible celebración de comicios a 2024.En África, se celebrarán 16 elecciones, aunque solo seis de ellas tendrán lugar en países considerados como democracias. Treinta años después de las elecciones de 1994 en Sudáfrica, que marcaron el inicio de un viaje democrático dominado desde entonces por el Congreso Nacional Africano (CNA), el panorama político empieza a cambiar. Las elecciones generales de 2024 pueden confirmar el debilitamiento del poder y de los apoyos al CNA, mientras los principales partidos de la oposición buscan alianzas para presentar una alternativa. Además, la complicada situación económica, unida a otros factores como la corrupción, ha hecho que crezcan en popularidad partidos extremistas.También en India la oposición se presenta más unida que nunca ante un Narendra Modi que aspira a renovar un tercer mandato en primavera. Aupado en el nacionalismo, la polarización y la desinformación, Modi exhibirá los logros económicos y geopolíticos del país que en 2023 superó a China como el más poblado del mundo.Finalmente, está por ver qué grado de participación podrá tener la oposición venezolana en las elecciones presidenciales pactadas por Nicolás Maduro para la segunda mitad del año. De momento, el panorama interno se ha enrarecido todavía más con la intensificación del conflicto territorial con Guyana y la movilización del ejército. 3. De la saturación informativa a la desconexión social Nos encontramos ante unas sociedades cada vez más cansadas. Abrumadas por la saturación de contenidos y exhaustas por la velocidad de los cambios que deben digerir. La incertidumbre política y electoral, así como la multiplicidad de conflictos que marcarán el 2024 alimentarán todavía más el desfase entre sociedad, instituciones y partidos políticos. La cantidad de personas que declara «evitar» ver las noticias permanece cerca de máximos históricos, y es especialmente visible en Grecia (57%), Bulgaria (57%), Argentina (46%) o el Reino Unido (41%). ¿Las razones principales? La repetición excesiva de algunas informaciones y el peso emocional que pueden comportar para la salud mental de la población. En concreto, esta fatiga apunta, según el Reuters Institute, a cuestiones como la guerra en Ucrania (39%), la política nacional (38%) y a acontecimientos relacionados con la justicia social (31%) con altos niveles de politización y polarización. Los ecos de la pandemia de la COVID-19, las imágenes de la violencia bélica y su impacto económico sobre unas condiciones de vida cada vez más adversas para la población han amplificado esta tendencia a la desconexión social, agravada por el sentimiento de soledad y la polarización. No obstante, esta reducción del consumo periodístico se ha dado en paralelo a un mayor uso de redes sociales: las nuevas generaciones, por ejemplo, cada vez prestan más atención a influencers que a periodistas. A su vez, crece la fragmentación de las redes sociales. La migración de usuarios hacia Instagram o TikTok también ha alterado la forma de consumir la actualidad, con una priorización del contenido de ocio en lugar del informativo. No se trata solo de una renuncia voluntaria a la información, sino que esta tendencia de desconexión también ha llevado a una reducción en la participación social y en los debates en redes tal como se vivieron durante las primaveras árabes en 2011, en la movilización del MeToo o en el Black Lives Matter. Casi la mitad de los usuarios de redes sociales abiertas (47%) ya no participa ni reacciona a las noticias. Pero, además, la desconexión informativa también está vinculada a la desconexión política y a las transformaciones sociales que han alterado claramente los comportamientos electorales. Los cambios demográficos relacionados con el uso de la tecnología y el contexto de volatilidad permanente también se han traducido en una menor fidelización del voto, lo que ha contribuido a la crisis de los partidos tradicionales. El elemento identitario de pertenencia a un partido ha mutado entre los más jóvenes. La identificación se construye desde el posicionamiento en cuestiones como el cambio climático, la inmigración, el racismo, los derechos de las mujeres o el colectivo LGTBI+, o incluso el conflicto de Israel y Palestina. El 65% de los adultos estadounidenses declara que se siente agotado, siempre o con frecuencia, cuando piensa en política. Según el Pew Research Center, 6 de cada 10 estadounidenses en edad de votar admite tener muy poca o ninguna confianza en el futuro del sistema político de su país. Y este descontento se extiende a las tres ramas del gobierno, a los actuales líderes políticos, y a los candidatos a cargos públicos. Cuando se les pide que resuman sus sentimientos sobre la política en una sola palabra, el 79% se muestra negativo o crítico. Las más repetidas son los adjetivos «divisiva», «corrupta», «caótica» o «polarizada», y lamentan la sobreexposición mediática de los conflictos entre republicanos y demócratas, y la poca atención prestada «a los problemas importantes que enfrenta el país». La paradoja, sin embargo, es que este descontento ha coincidido, en estos últimos años, con niveles históricamente altos de participación electoral. La duda es si se repetirán en las presidenciales del próximo noviembre, especialmente cuando coinciden con otro elemento de desafección generacional como es la gerontocracia. En 2023, la media de edad de los líderes mundiales ha sido de 62 años. Para los jóvenes, los partidos políticos tradicionales han sido incapaces de articular una forma de comunicación directa, aumentando la sensación de desconexión entre sociedad, políticos e instituciones. En este contexto, una reedición de la confrontación Biden-Trump en 2024 enfatizaría la extrema polarización entre republicanos y demócratas en un ciclo electoral considerado de riesgo. El derecho al aborto y la seguridad siguen siendo puntos fuertes de movilización para los votantes.Por otra parte, la desconexión también puede ser forzada y, en ese caso, el bloqueo informativo se convierte en un arma de represión y censura de la libertad de expresión. Irán, India y Pakistán fueron los tres países con más restricciones al acceso de Internet en la primera mitad de 2023, y los tres celebrarán elecciones en 2024. Con el auge y la consolidación de la IA, la desinformación será uno de los retos adicionales de este superaño electoral, ya que su rápido progreso, especialmente en el ámbito generativo, puede proyectar una sombra todavía mayor sobre la confianza en la información y en los procesos electorales. El perfeccionamiento de los deepfakes, la rápida y sencilla creación de imágenes, textos, audios o propaganda por IA, así como la creciente dependencia de las redes sociales para consultar e informarse de la realidad, representan un caldo de cultivo para la desinformación en un momento en el que aún no existe un control efectivo de estas tecnologías. Quizás por eso la palabra del año de 2023 para el diccionario Merriam-Webster ha sido «auténtico». Con el preludio de aquella «posverdad» de 2016, la capacidad tecnológica de manipular hoy la realidad no tiene precedentes, desde la autenticidad de una imagen a la redacción de un trabajo académico. Por eso, más de la mitad de los usuarios de redes sociales (56%) dudan sobre su propia capacidad de poder discernir aquello que es falso de la realidad en las noticias de Internet. 4. Inteligencia artificial: explosión y regulación 2023 fue el año de la irrupción de la IA generativa; el año de la presentación en sociedad de ChatGPT que, en enero, solo dos meses después de su lanzamiento, ya contaba con 100 millones de usuarios y, en agosto, llegó a los 180 millones. Pero, la revolución también trajo consigo una nueva consciencia de los riesgos, aceleración y transformación que supone una tecnología que aspira a compararse con la inteligencia humana, o incluso a mejorarla o superarla. Por eso, 2024 será un año fundamental para la regulación de la IA. Las bases ya están puestas y solo hay que repasar las distintas iniciativas en marcha. La más ambiciosa es la de la UE, que está decidida a convertirse en la primera región del mundo que se dota de una ley integral para regular la inteligencia artificial y liderar el salto adelante que hay en ciernes. La Unión ha optado por categorizar los riesgos (inaceptables, elevados, limitados o mínimos) que supone el uso de sistemas de IA y obligará a realizar una «evaluación de impacto en los derechos fundamentales» antes de que un sistema de IA de «alto riesgo» pueda ser sacado al mercado. El acuerdo alcanzado el 7 de diciembre se ratificará en el primer trimestre de 2024 y dará paso a un período de dos años hasta su implementación total en 2026.Casi también en tiempo de descuento, el G-7 adoptó el 1 de diciembre de 2023 una guía internacional para desarrolladores y usuarios de la inteligencia artificial, especialmente para la IA generativa, que menciona la necesidad de introducir medidas para gestionar la desinformación, considerada uno de los principales riesgos para los líderes del G-7 por su impacto en la manipulación de la opinión pública a las puertas de un año de sobreexcitación electoral global.Pero el debate de la gobernanza va de la mano de la carrera geopolítica por liderar la innovación tecnológica y, a diferencia de la UE, en el caso de Estados Unidos y China eso significa, además, el desarrollo de su aplicación militar. Ambos países buscan afianzar su liderazgo, y la primera cumbre mundial sobre seguridad de la IA, convocada por el primer ministro británico, Rishi Sunak, se convirtió en el punto de encuentro de los grandes poderes globales –públicos y privados; tecnoautoritarios o abiertos– intentando regular o influir en los debates sobre regularización en curso. La cumbre tendrá una segunda edición en Seúl y una tercera en París, ambas en 2024. De momento, deja sobre la mesa la «Declaración Bletchley», firmada por 28 países, que recoge un compromiso para abordar las principales amenazas de la IA, un acuerdo para examinar los modelos de IA de empresas tecnológicas antes de su lanzamiento, así como un pacto para establecer un panel global de expertos sobre inteligencia artificial, inspirado en el Panel Intergubernamental de Expertos sobre el Cambio Climático (IPCC) de Naciones Unidas. Además, en la embajada de Estados Unidos en Londres, 31 países firmaron, en paralelo, una declaración (no vinculante) para establecer límites al uso militar de la IA. Por su parte, China continúa avanzando hacia su objetivo de alcanzar un 70% de autosuficiencia en tecnología crítica para 2025, mientras va aumentando claramente su presencia en los principales organismos internacionales de estandarización relacionados con la tecnología.A toda esta hiperactividad normativa, se sumará la adopción, en septiembre de 2024, de un Pacto Digital Mundial, durante la Cumbre del Futuro que organizará Naciones Unidas. Este pacto supondrá la creación de un marco de cooperación multiactor y multisectorial entre gobiernos, empresas privadas y sociedad civil, que debería establecer unas reglas comunes que guíen el desarrollo digital en el futuro. La aplicación de los derechos humanos en Internet, la regulación de la IA y la inclusión digital serán algunos de los temas principales a discutir.Esta necesidad de regular la IA se verá acentuada también, en los próximos meses, por una creciente democratización de las herramientas de IA, lo que comportará una mayor integración en distintos sectores profesionales. El foco en una IA responsable se intensificará a escala local (más ciudades desplegando estrategias o marcos regulatorios de la IA), nacional y transnacional. Y es que, a medida que la IA adquiere un papel más importante en la toma de decisiones en toda la sociedad, la seguridad, la confiabilidad, la equidad y la responsabilidad son fundamentales. El informe anual de McKinsey sobre el uso de herramientas de IA generativa señala que un tercio de las empresas encuestadas han empezado a utilizar este tipo de programas. El sector tecnológico y de comunicaciones (40%), así como el financiero (38%) y el legal (36%), se encuentran a la cabeza en su uso y aplicación. Sin embargo, este mismo estudio también señala que justamente los sectores laborales que dependen en mayor medida del conocimiento de sus empleados serán los que verán un impacto más disruptivo de estas tecnologías –si este impacto es positivo o negativo es aún incierto–. A diferencia de otras revoluciones que han transformado el mercado laboral, son los llamados «trabajadores de cuello blanco» los que pueden sentirse más vulnerables ante la IA generativa. En cambio, un estudio del Banco Central Europeo asegura que la IA no está suplantando a los trabajadores, pero sí está reduciendo ligeramente sus sueldos, especialmente en empleos considerados como poco o medio cualificados, más expuestos a las herramientas de automatización, y entre las mujeres.En el marco de esta aceleración reguladora de la revolución digital, 2024 también será el año en que la UE desplegará, con todo su potencial, la nueva legislación de servicios y mercados digitales para fijar límites y obligaciones al poder monopolístico de las grandes plataformas y a su responsabilidad en la propagación algorítmica de desinformación y contenido dañino. A partir del 1 de enero, las Big Tech se enfrentan al imperativo de cumplir con estas regulaciones, con multas potenciales por incumplimiento que alcanzan hasta el 6% de la facturación global, según la DSA (Digital Services Act), y entre el 10% y el 20% de la facturación mundial según la DMA (Digital Markets Act). También aumentará en 2024 el flujo de datos internacionales, en particular las transferencias entre la UE y Estados Unidos, en virtud del nuevo Marco de privacidad de datos aprobado en julio de 2023. Veremos también un nuevo escrutinio por parte de ONG y grupos de defensa de los derechos digitales para determinar la legalidad y el respeto a la privacidad individual en estos intercambios.5. Resaca económica y sostenibilidad de la deudaEn 2024 serán más visibles las consecuencias económicas de la sucesión de crisis experimentadas en los últimos años, especialmente el impacto del aumento de los tipos de interés para hacer frente al mayor repunte de la inflación en cuarenta años tras la crisis energética de 2022. Asimismo, el endurecimiento de las condiciones de financiación limitará la política fiscal, tras el rápido aumento del endeudamiento para hacer frente a los impactos de la COVID-19 y la guerra en Ucrania.En este contexto, el crecimiento será débil. El Fondo Monetario Internacional (FMI) no espera que la inflación se sitúe en el objetivo de la mayoría de bancos centrales hasta 2025, lo que augura tipos de interés elevados durante un largo período de tiempo, sobre todo si se vuelve a tensionar el precio del petróleo en un contexto de elevada incertidumbre geopolítica. La previsión de crecimiento del FMI para 2024 es del 2,9%, una tasa muy similar a la estimada para 2023 e inferior a las tasas de crecimiento prepandemia.Sin embargo, el enfriamiento será dispar por economías. Estados Unidos parece haber evitado la recesión gracias a la fortaleza de su mercado laboral y a los estímulos fiscales, por lo que se enfrentaría a un aterrizaje suave. En ese país, las políticas de relocalización industrial, como la Inflation Reduction Act, los beneficios empresariales récord poscovid, así como la extraordinaria pérdida de poder adquisitivo causada por la inflación han sido algunos de los ingredientes que explican el renacer del movimiento sindical estadounidense, sin precedentes desde los años setenta del siglo pasado. Su éxito puede ser contagioso a otros sectores y economías con mercados laborales tensionados. Así, en 2024, el descenso de la inflación y el alza de los salarios podría proveer de cierto alivio económico.En la UE habrá un mayor escrutinio sobre las cuentas públicas, especialmente de países con un menor margen financiero como Italia, tras el rápido aumento del endeudamiento para hacer frente a la pandemia y el impacto de la guerra en Ucrania, debido a las condiciones de financiación y la entrada en vigor de la reforma de las reglas fiscales. La «disciplina fiscal» estará también muy presente en la negociación del nuevo marco presupuestario de la UE (MFF, por sus siglas en inglés), donde la UE confrontará sus mayores deseos (apoyo a Ucrania, respaldo a la política industrial, la transición verde y aumento de las partidas para defensa, migración o el Global Gateway) con la realidad (falta de recursos y acuerdo para ampliarlos). La adopción de la Estrategia Europea de Seguridad Económica y el resultado de la investigación antidumping contra las subvenciones chinas al vehículo eléctrico determinarán en buena medida si en el frente económico la UE opta por alinearse con Estados Unidos en su competición estratégica con China o intenta mostrarse como paladín de una globalización reformada.También habrá que seguir de cerca la evolución de una China que se enfrenta a su menor crecimiento económico en 35 años, exceptuando los años de la COVID-19, lastrado por sus desequilibrios, especialmente en lo que concierne a una excesiva acumulación de deuda y a su dependencia del sector inmobiliario. El cambio de las reglas de la globalización impulsadas por la competencia estratégica de Estados Unidos lastrará también sus exportaciones y capacidad de atraer capital en un contexto en el que el liderazgo chino prioriza la seguridad económica al crecimiento. Con una demografía adversa, el país aún no ha conseguido erigir el consumo interno como motor de crecimiento.Por su parte, los países emergentes sentirán con fuerza el frenazo chino, especialmente aquellos con una mayor dependencia comercial y financiera. El éxito en términos de volumen de inversión de la Iniciativa de la Franja y la Ruta se ha visto ensombrecido por los problemas en la devolución de hasta el 60% de los préstamos, lo que ha llevado a Xi Jinping a anunciar una nueva etapa de inversiones con proyectos más pequeños. En 2024, el nuevo papel de China como prestamista de última instancia y su participación en los procesos de reestructuración de deuda de países en dificultades tendrán una creciente importancia en cómo es percibida y en su influencia geoeconómica sobre el Sur Global.Y es que un elevado número de países emergentes se encuentran en una delicada situación fiscal que, en un contexto de rápido tensionamiento de las condiciones financieras y de fortaleza del dólar, agrava también su vulnerabilidad externa. Aunque algunos de ellos, como México, Vietnam o Marruecos se están aprovechando de la reconfiguración del comercio y de las cadenas de valor (nearshoring), la mayoría de países emergentes pueden verse perjudicados por un escenario de mayor fragmentación económica. Según la Organización Mundial del Comercio (OMC), el comercio de bienes entre dos bloques geopolíticos hipotéticos –basados en los patrones de votación en Naciones Unidas– ha crecido entre un 4% y un 6% más lento que el comercio dentro de estos bloques desde la invasión de Ucrania.En este contexto de escaso margen monetario y fiscal, el colchón para amortiguar otra crisis es muy reducido, lo que puede exacerbar la volatilidad y el nerviosismo de los mercados ante episodios de incertidumbre. El principal foco de atención puede pasar de Ucrania a Oriente Medio, ya que los shocks de petróleo se transmiten a la economía de manera más amplia que los del gas natural. Esto podría afectar, directamente, a la UE y a España, especialmente dependientes porque importan más del 90% del petróleo que consumen. Además, las reservas estratégicas de petróleo en Estados Unidos se encuentran en mínimos equivalentes a los de 1983, y los pocos países con margen para incrementar su producción de crudo (Arabia Saudí, Emiratos Árabes Unidos y Rusia) puede que no estén por la labor de hacerlo sin concesiones políticas significativas.6. Sur(es) y Norte(s)tSi en nuestro ejercicio para 2023 anunciábamos la consolidación del Sur Global como espacio de confrontación y liderazgo, y apuntábamos a la presencia estratégica de India, Turquía, Arabia Saudí o Brasil, en 2024 esta reconfiguración dará una vuelta de tuerca más. Las contradicciones y fragmentaciones de esta lógica dicotómica Norte-Sur quedarán más expuestas que nunca. El Sur Global se ha consolidado como un actor clave en la contestación a Occidente bajo lógicas antiimperialistas o de doble rasero. La imagen más simbólica de este momento de expansión geopolítica la veremos en octubre de 2024, cuando los BRICS se reúnan en Rusia para formalizar su ampliación. Brasil, Rusia, India, China y Sudáfrica suman a su club a Arabia Saudí, Egipto, Emiratos Árabes Unidos, Etiopía e Irán. Juntos suponen el 46% de la población mundial, un 29% del PIB global, e incluyen a dos de los tres mayores productores de petróleo del mundo. De esta forma, los BRICS ganarán una voz todavía más potente, aunque inevitablemente también es posible que integren más contradicciones internas y agendas propias. No obstante, la elección de Javier Milei como presidente de Argentina, que ha confirmado su decisión de no unirse a los BRICS, también alimenta la idea de este choque de agendas e intereses en el Sur Global: Arabia Saudí e Irán son competidores por la influencia estratégica en el Golfo Pérsico, e India y China tienen sus propias disputas fronterizas en el Himalaya. El Sur Global seguirá ganando influencia, pero también heterogeneidad. Más allá de una retórica poscolonial compartida, su acción es muy diversa. El Sur Global es multirregional y multidimensional y está compuesto por regímenes políticos diferentes. Pero también es el espacio geográfico donde se consolidan los flujos comerciales globales como consecuencia de la reglobalización. El último informe anual de la OMC confirma que, a pesar de que las economías avanzadas siguen siendo actores clave del comercio mundial, ya no son dominantes. Sin embargo, si en 2023 hablábamos de la aceleración geopolítica de los «otros» con India como símbolo de este potencial liderazgo del Sur Global, en 2024 será América Latina quien tratará de adoptar un papel protagonista. Brasil será el país anfitrión del G-20, mientras que Perú acogerá la Cumbre de Cooperación Económica en Asia Pacífico (APEC).Y en esta superación de dicotomías, también el Norte Global puede sufrir una fractura interna profunda si se confirma el retorno de Donald Trump a la Casa Blanca. La distancia transatlántica se ha impuesto como el nuevo marco de unas relaciones con más carga transaccional que de alianza tradicional. El desencuentro entre Washington y Bruselas se agravará en 2024 cuando Estados Unidos pida a la UE aumentar su contribución al Gobierno de Volodímir Zelensky y la propia lógica de divisiones internas entre socios comunitarios lo impida. Especialmente tenso será el segundo semestre de 2024, cuando Hungría –el país más reticente de la UE sobre la ayuda militar y la futura adhesión de Ucrania– asuma la presidencia rotatoria de la Unión. Será también paradójico que esta brecha en el Norte Global se ensanche por la guerra de Ucrania. Precisamente, en 2023, la invasión rusa fue el mortero que cimentó la unidad transatlántica y confrontó a la UE y a Estados Unidos con los límites de su capacidad de influencia ante un Sur Global que cuestionaba el doble rasero de Occidente. En 2024, en cambio, la guerra en Ucrania puede aumentar la distancia entre Washington y Bruselas.A pesar de esta lógica de confrontación, la miopía geopolítica del binarismo está cada vez más fuera de lugar. Y, sin embargo, cuesta de superar. El hecho de que Estados Unidos y la UE sigan planteándose su relación con América Latina solo como espacio de explotación de recursos y de disputa geopolítica con China es parte de esa miopía. De momento, el fracaso reiterado de las negociaciones para un acuerdo UE-Mercosur alejan una vez más el sueño suramericano de poder reforzar su presencia comercial en el mercado único europeo. Las negociaciones se retomarán en el primer semestre de 2024, después de que Paraguay tome el relevo de Brasil en la presidencia de Mercosur.7. Retroceso en los compromisos internacionales2023 deja la cooperación internacional en la cuerda floja. Con un lenguaje cada vez más contundente, António Guterres declaraba que el mundo está «lamentablemente fuera de rumbo» en la consecución de los Objetivos de Desarrollo Sostenible (ODS), que en 2023 llegaron al ecuador de su implementación. 2024 tiene que demostrar si la comunidad internacional todavía es capaz y quiere consensuar respuestas coordinadas a problemas globales compartidos, a través de órganos de gobernanza colectiva. No será fácil. Estamos ante una aceleración de la crisis ecológica, ante un récord de migraciones y desplazamientos forzosos, así como ante una clara involución de la agenda para la igualdad de género.Por primera vez, la Agencia Internacional de la Energía (AIE) proyecta que la demanda mundial de petróleo, carbón y gas natural alcanzará su punto máximo en esta década basándose únicamente en la configuración de políticas actuales, según World Energy Outlook 2023. A corto plazo, los países productores de combustibles fósiles ignoran las alertas climáticas y planean aumentar la extracción de carbón, petróleo y gas. La elección de un Estado petrolero, los Emiratos Árabes Unidos, como anfitrión de una cumbre climática y el nombramiento de un ejecutivo de combustibles fósiles para presidirla, ya era, como mínimo, un mal augurio. Y, sin embargo, la COP28 de Dubái ha sido la primera que ha conseguido sacar un texto que reconoce explícitamente la necesidad de «dejar atrás» los combustibles fósiles: el petróleo, el carbón y el gas, como principales responsables de la crisis climática. Si bien el acuerdo final ha sido celebrado como histórico por hacer referencia a esta necesidad de iniciar una transición (transitioning away from) para garantizar unas emisiones cero netas en 2050, el grado de ambición demostrado no es suficiente para cumplir con los objetivos del Acuerdo de París. Asimismo, si bien la creación de un Fondo para Pérdidas y Daños para compensar a los países más afectados por el cambio climático también es un paso positivo, la recaudación inicial de 700 millones de dólares queda muy por debajo de lo necesario. Cada año, los países en desarrollo hacen frente a 400.000 millones de dólares de pérdidas vinculadas a la acción climática. En este contexto, no solo se corre el riesgo de empeorar los impactos climáticos, sino que también veremos emerger, todavía con más fuerza, tensiones sociales y políticas entre gobiernos y sociedades por la explotación de los recursos. En Europa hay una creciente insatisfacción con las políticas de transición climática de la Unión, y el previsible ascenso de las fuerzas euroescépticas y de derecha radical en las elecciones al Parlamento Europeo de junio de 2024 puede aumentar todavía más esta presión. La hiperactividad regulatoria en cuestiones climáticas e industriales está aumentando la politización de este tema, avivando el malestar social en ciertos estados miembros. Italia, Polonia, los Países Bajos y ciertos sectores de Alemania, en especial del partido de extrema derecha Alternativa para Alemania (AfD), están tratando de limitar las ambiciones de la UE en materia climática. La llegada del nuevo Gobierno sueco, apoyado por la derecha radical, ha frenado de golpe los compromisos climáticos que lideraba uno de los países de la UE que más ha contribuido a las políticas medioambientales comunitarias. Un retorno de Donald Trump a la Casa Blanca también haría tambalear de nuevo algunos de los limitados avances domésticos e internacionales en este ámbito.Según una encuesta realizada por Ipsos, mientras una gran parte de los hogares europeos continúan dando prioridad al medio ambiente frente al crecimiento económico, esta proporción está en declive: si en 2019 un 53% de los hogares preferían la protección del medio ambiente, en 2022 esta cifra se había reducido cinco puntos, pese al impacto evidente de los fenómenos climáticos. Sin embargo, esta tendencia de «no en mi patio trasero» no se limita a Europa. A finales de 2023, hemos visto la resistencia de los panameños contra la ampliación de contratos de minería. Algunos expertos hablan de «choque de ambientalismos» para referirse a la confrontación que surge entre aquellos que quieren proteger los recursos naturales de su país y el deterioro de los ecosistemas, y los intereses de gobiernos que buscan recursos para alimentar su transición energética. Lo mismo puede ocurrir en la UE. A principios de 2024, entrará en vigor la Ley de Materias Primas Críticas que quiere garantizar el suministro de níquel, litio, magnesio y otros materiales esenciales para la transición verde y las industrias estratégicas, vitales para los coches eléctricos y las energías renovables, los equipos militares y los sistemas aeroespaciales, así como para los ordenadores y los teléfonos móviles. Y, en este contexto, la UE prevé revivir la minería en el continente. Una decisión que puede movilizar protestas ecologistas en la Unión en los próximos meses.También en 2024 se espera que los estados miembros de Naciones Unidas lleguen a un acuerdo global para acabar con la contaminación por plásticos. Será un tratado internacional, jurídicamente vinculante, considerado como el pacto medioambiental multilateral más importante desde el Acuerdo de París, y que fijará un plan de actuación hasta 2040.Sin embargo, son las políticas de género y las políticas migratorias las que están más expuestas a esta ola radical que ha transformado las agendas gubernamentales, sobre todo, en la UE y en América Latina. Si bien es verdad que la igualdad de género durante 2023 se ha recuperado a niveles previos a la pandemia, el ritmo de progreso se ha desacelerado. A este paso, se necesitarán 131 años para alcanzar la plena paridad. Aunque la proporción de mujeres contratadas para puestos de liderazgo ha aumentado de manera constante en aproximadamente un 1% anual a nivel mundial durante los últimos ocho años, esta tendencia se revirtió en 2023, retrocediendo a los niveles de 2021. Las emergentes políticas exteriores feministas, que definían aquellos países con un claro compromiso de promover la igualdad de género en las relaciones internacionales, han sumado cuatro bajas importantes en los últimos meses: Suecia, Luxemburgo, los Países Bajos y Argentina. Los cambios de Gobierno, junto con la creciente politización y polarización de las cuestiones percibidas como «feministas», han demostrado el fácil abandono de estas iniciativas, dependientes de las orientaciones progresistas de los gobiernos en el poder. México, otro de los países que ha adoptado estas políticas, se enfrentará a unos comicios en junio que también marcarán la continuidad o el abandono de su compromiso con la igualdad de género en la acción exterior. Y, pese a no tener una política exterior feminista, el retorno de Trump a la Casa Blanca podría llevar al restablecimiento de políticas restrictivas sobre el aborto y de recortes de financiación contra las ONG internacionales que promueven los derechos sexuales y reproductivos.Además, el Instituto Internacional para la Democracia y la Asistencia Electoral (IDEA) denuncia el resurgimiento de tendencias antifeministas en países como Croacia e Italia, destacando discursos sexistas y homófobos por parte de líderes europeos como Viktor Orbán, Andrzej Duda o Giorgia Meloni, que justifican ataques a los derechos de las mujeres y de las personas LGBTQIA+ y socavan años de esfuerzos para lograr avances en la ruptura de los estereotipos de género. Si bien el Plan de Acción en materia de Género III de la UE tiene vigencia hasta 2025, un cambio de orientación política en Bruselas también diluiría los compromisos de uno de los actores más implicados en este ámbito. En una nota más positiva, será interesante seguir en 2024 los avances de Naciones Unidas respecto a la Convención contra los crímenes contra la humanidad, ya que movimientos feministas y de la sociedad civil de todo el mundo aprovecharán esta oportunidad para tratar de codificar el apartheid de género como crimen contra la humanidad –especialmente debido a la continua discriminación y opresión del régimen talibán hacia las mujeres afganas y a la situación de las mujeres iraníes.También las políticas migratorias europeas han formalizado un retroceso importante. El Pacto Europeo de Migración y Asilo, que está previsto que salga adelante antes de las elecciones europeas de 2024, supone una legitimación de las políticas antiinmigración de la UE. Dicho pacto permite retrasar el registro de los solicitantes de asilo, instaurar procedimientos de asilo fronterizos de segunda categoría y ampliar el tiempo de detención en frontera; es decir, rebaja estándares y legaliza lo que hasta ahora era directamente ilegal. Este acuerdo en ciernes refleja los niveles de polarización y politización que marcan el paso de la respuesta europea a las migraciones. Y, en plena precampaña electoral, la utilización política del debate migratorio será todavía más evidente en los próximos meses. Ello forma parte, además, de otro proceso más de fondo: las políticas de externalización de la migración de la UE, que han alimentado también la estigmatización de los inmigrantes y refugiados en la región de Oriente Medio y Norte de Africa (MENA por sus siglas en inglés). 8. Desbordamiento humanitarioLas guerras y la violencia impulsaron el desplazamiento forzado a escala mundial hasta una cifra récord estimada de 114 millones de personas a finales de septiembre de 2023, según ACNUR. Los principales generadores de estos desplazamientos forzados fueron la guerra en Ucrania y los conflictos en Sudán, la República Democrática del Congo y Myanmar; además de la sequía, las inundaciones y la inseguridad que azota Somalia; así como una prolongada crisis humanitaria en Afganistán.Solo en los primeros seis meses de 2023, se presentaron 1,6 millones de nuevas solicitudes individuales de asilo a nivel mundial, la cifra más alta jamás registrada. No se trata de una situación excepcional. La reactivación de conflictos olvidados ha aumentado los niveles de volatilidad y violencia. En octubre de 2023, más de 100.500 personas –más del 80% de los 120.000 habitantes estimados de Nagorno Karabaj– huyeron a Armenia tras la toma de control del enclave por parte de Azerbaiyán. También hubo miles de desplazados en el norte de Shan, por la escalada de combates entre las Fuerzas Armadas de Myanmar y varios grupos armados. A finales de octubre de 2023, casi dos millones de personas se encuentran desplazadas internamente en Myanmar, en condiciones precarias y necesitadas de asistencia vital. Y las imágenes de más de un millón de palestinos huyendo de sus hogares por los bombardeos israelíes, que se iniciaron tras el brutal ataque de Hamás del 7 de octubre, reflejan la crisis humanitaria que azota Gaza.Sin embargo, este incremento en el número de refugiados y desplazados no ha ido acompañado de un refuerzo de la ayuda internacional necesaria para cubrir sus necesidades. Más de un millón de refugiados rohingya en Bangladesh deberán hacer frente al menguante compromiso internacional. En 2023, Naciones Unidas redujo un tercio la asistencia alimentaria y la ayuda humanitaria a este colectivo. La falta de financiación internacional disminuyó considerablemente los niveles de asistencia en 2023, y el Programa Mundial de Alimentos (PMA) se vio obligado a recortar entre un 30% y un 50% el tamaño y el alcance de la asistencia alimentaria, monetaria y nutricional que ofrece. 2.300 millones de personas, casi un 30% de la población mundial, hoy están al límite de una situación de inseguridad alimentaria moderada o grave. El alza continuada del precio de los alimentos en 2024 y el impacto de las condiciones meteorológicas adversas en la producción agrícola pueden empeorar todavía más esta situación. La Oficina para la Coordinación de Asuntos Humanitarios (OCHA) de Naciones Unidas prevé que entre 105 y 110 millones de personas necesitarán asistencia alimentaria al menos hasta principios de 2024, con un aumento de las necesidades en las regiones de África Austral y América Latina y el Caribe, y una disminución neta en África Oriental.De momento, los expertos alertan sobre el riesgo de una nueva crisis del arroz en 2024, como consecuencia de la restricción en las exportaciones que impuso India para intentar contener los efectos del descenso de producción interna. La ola expansiva de esta prohibición ha provocado también el encarecimiento de los precios del arroz en Tailandia y Vietnam, segundo y tercer mayor exportador de arroz después de India, que han visto aumentar los precios un 14% y un 22%, respectivamente. A ello se suman los efectos del fenómeno climático de El Niño, asociado con el calor y la sequía en todo el Océano Pacífico, que puede dañar la producción de 2024. Por todo ello, los expertos advierten que, si India mantiene las restricciones actuales, el mundo va camino de repetir la crisis del arroz de 2008. El fenómeno de El Niño, que no se disipará hasta mediados de 2024, suele estar asociado, por una parte, a un incremento de las precipitaciones en algunas zonas meridionales de América del Sur, del sur de los Estados Unidos, el Cuerno de África y Asia central; pero, por la otra, también puede provocar graves sequías en Australia, Indonesia y partes del sureste asiático. El último episodio de este fenómeno, en 2016, significó el año más cálido jamás registrado, con unos récords globales de calor que todavía no se han superado.Los gobiernos donantes y las agencias humanitarias deben prepararse para un 2024 de grandes necesidades de asistencia en múltiples regiones. 2023 ya nos ha dejado varias muestras de ello: sequía extrema en el Amazonas y restricciones del tráfico marítimo en el canal de Panamá; incendios forestales en Bolivia y cortes de luz diarios en Ecuador debido a la baja producción de electricidad que proviene en más del 80% de centrales hidroeléctricas; las peores inundaciones registradas en el noroeste de Argentina, que provocaron además deslizamientos de tierra que afectaron a más de 6.000 personas; y un devastador huracán de categoría 5 en México que sorprendió a autoridades y científicos, los cuales no pudieron prever la intensidad del fenómeno. 9. Securitización versus derechosEl conflicto entre seguridad y derechos fundamentales ha sido una constante en 2023, y la incertidumbre electoral de los próximos meses fomentará, todavía más, la tentación de las políticas de control y mano dura. El debate público en toda América Latina, sin excepción, ha quedado copado por la seguridad, con efectos directos sobre otras crisis como la migratoria, que desde hace una década afecta a todo el continente, y que en 2024 se prevé todavía más intensa. El bukelismo gana adeptos. El nuevo presidente argentino, Javier Milei, ha declarado su admiración por las políticas de mano dura del presidente salvadoreño, Nayib Bukele. También la campaña electoral en Ecuador estuvo muy marcada por el debate de la seguridad. El continente lucha contra una nueva ola de criminalidad que se ha extendido a países tradicionalmente más estables, que ahora forman parte de rutas rentables del narcotráfico, como son los casos de Paraguay y Argentina. El tráfico de personas, sobre todo la explotación criminal de la crisis migratoria venezolana, también ha crecido en toda América Latina. En este contexto, Naciones Unidas y la Interpol han puesto en marcha una iniciativa conjunta contra la trata de seres humanos. Está por ver el impacto que las elecciones venezolanas puedan tener en esta crisis migratoria, que ya ha provocado la salida de más de siete millones de personas desde 2014.Asimismo, con el aumento de la impunidad, también ha crecido el riesgo de la tentación autoritaria por parte de los gobiernos de la región latinoamericana, con la militarización de la seguridad pública y el debilitamiento democrático en todo el continente. También en la UE. La sensación de vulnerabilidad se ha convertido, desde hace tiempo, en un revulsivo político para determinadas fuerzas en Europa. Desde el inicio de la guerra en Gaza, algunos países europeos han extremado la seguridad por miedo a atentados, hasta el punto de prohibir manifestaciones de apoyo a la población palestina, como fue el caso en Francia. En este sentido, la securitización de los movimientos sociales también emerge como una estrategia que seguirá ganando peso en 2024. Cada vez más, los gobiernos democráticos están extremando la presión sobre los movimientos de protesta: multas, prohibiciones de la libertad de expresión o persecución judicial están empequeñeciendo el espacio de la protesta civil. En este contexto, la UE ha llegado a un acuerdo en 2023 para legislar contra las demandas estratégicas que pretenden desincentivar la participación pública o silenciar a medios independientes (las llamadas SLAP, en sus siglas en inglés) que debería ratificarse antes del final de mandato.Finalmente, el debate de la seguridad y su efecto sobre los derechos individuales marcará también los meses previos a los Juegos Olímpicos de 2024 en París. Grupos de derechos humanos han denunciado los planes del Gobierno francés para la utilización de cámaras de reconocimiento con IA para detectar en tiempo real actividades sospechosas en las calles de la capital durante los juegos. La tecnología es un elemento crucial de la transformación que vive el binomio seguridad y conflicto. Los drones se han convertido en un arma clave para la resistencia en Ucrania, como también lo fue en el arsenal de Hamás utilizado en su ataque del 7 de octubre contra Israel. Precisamente unos Estados Unidos en pleno recorte presupuestario han asignado, en cambio, una inyección de dinero extra, en 2024, al Pentágono para el desarrollo de la llamada «guerra electrónica». 10. Desacoplamiento entre intereses y valoresHay un hilo conductor en muchos de los puntos anteriores que hilvana un mundo cada vez más diverso y (des)ordenado a través de intereses y alianzas cambiantes. En su informe de prospectiva estratégica de 2023, la Comisión Europea reconoce que la «batalla de narrativas» que durante tanto tiempo utilizó como argumento de la confrontación geopolítica entre democracia y autoritarismo está quedando obsoleta. Ello va más allá de la constatación de que Occidente ha perdido la batalla por el relato de la guerra de Ucrania y de que su doble rasero ante los conflictos del mundo empequeñece la capacidad de influencia de la UE. El caso de Sudán es el ejemplo más claro de cómo Occidente puede comprometerse con guerras que considera existenciales para la supervivencia de sus propios valores, como la de Ucrania, mientras ignora el genocidio que se está cometiendo, con asesinatos casa por casa, en los campos de refugiados de Darfur.El mundo se ha transformado en una «batalla de ofertas» que configura tanto la opinión pública como la acción de los gobiernos. Crece la diversidad de opciones y de alianzas. Las narrativas hasta hace poco hegemónicas o están contestadas o ya no sirven para explicar la realidad. En esta «multipolaridad desequilibrada» (unbalanced multipolarity), con potencias medianas marcando agendas regionales, los grandes actores tradicionales están obligados a buscar su propio espacio. La competición global por los recursos que deben alimentar las transiciones verde y digital acentúa, todavía más, esta geometría variable de acuerdos y alianzas. Y los resultados del ciclo electoral de 2024 pueden acabar reforzando está transformación. La tentación aislacionista de Estados Unidos es una realidad. Vladímir Putin revalidará en las urnas su capacidad de resistencia, después de haber sorteado los efectos de las sanciones internacionales y de haber construido un andamio económico para resistir una guerra larga en Ucrania. En India, la popularidad de Narendra Modi permanece intacta y alimenta el dominio de su partido. El interrogante electoral dibuja un 2024 que empieza totalmente abierto. La crisis del orden liberal, agudizada por la reacción internacional a los últimos conflictos, y la erosión del multilateralismo –con el desafío explícito a Naciones Unidas– alimentan todavía más esta sensación de dispersión del poder global hacia una variedad de potencias medianas dinámicas, capaces de ayudar a moldear el entorno internacional en las próximas décadas.Arranca un año clave para evaluar la capacidad de resistencia de unos sistemas democráticos sometidos, desde hace tiempo, a una profunda erosión. Estaremos pendientes del resultado de las urnas, así como de los límites de la impunidad con que actúan, cada vez más desacomplejadamente, las armas.Calendario CIDOB 2024: 75 fechas para marcar en la agenda1 de enero – Renovación Consejo de Seguridad de Naciones Unidas. Argelia, Guyana, la República de Corea, Sierra Leona y Eslovenia empezarán a formar parte del Consejo de Seguridad de la ONU como miembros no permanentes en sustitución de Albania, Brasil, Gabón, Ghana y los Emiratos Árabes Unidos que finalizan membresía. 1 de enero – Disolución de la República de Artsaj. La autoproclamada república de Nagorno Karabaj dejará de existir a comienzos de año, después de más de tres décadas de control del territorio. En septiembre de 2023, Azerbaiyán emprendió una ofensiva militar con el objetivo de reintegrar este enclave de población mayoritariamente armenia. Esta ofensiva llevó a la autoproclamada república a anunciar su disolución. 1 de enero – Ampliación de los BRICS. Arabia Saudita, Egipto, Etiopía, Emiratos Árabes Unidos e Irán se unirán como miembros de pleno derecho en los BRICS (Brasil, Rusia, India, China y Sudáfrica). Finalmente, el nuevo presidente de Argentina, Javier Milei, ha descartado el ingreso de su país. 1 de enero – Presidencia belga del Consejo de la UE. Bélgica asumirá la presidencia rotatoria de la UE en substitución de España y hasta el 30 de junio. El semestre belga marcará el fin de este ciclo institucional en la Unión Europea. 7 de enero – Elecciones parlamentarias en Bangladesh. Estos comicios tendrán lugar en un contexto de una profunda división política del país. Esta división ha llevado a manifestaciones multitudinarias por parte de la oposición a finales de 2023 para reclamar un gobierno interino que supervise las elecciones. La actual primera ministra, Sheikh Hasina Wajed, aspira a renovar su mandato tras 15 años en el poder, mientras su principal contendiente, la líder del Partido Nacional de Bangladesh, Khaleda Zia, se encuentra actualmente en arresto domiciliario por cargos de corrupción. 13 de enero – Elecciones generales en Taiwán. Por primera vez desde la democratización de Taiwán, tres candidatos compiten por la presidencia tras el fracaso de la oposición para establecer un frente común: el actual vicepresidente, Lai Ching-te del gobernante Partido Democrático Progresista; Hou You-yi del Kuomintang; y Ko Wen-je, exalcalde de Taipéi y líder del Partido Popular Taiwanés. El resultado de estas elecciones marcará el curso de la política de Taiwán respecto a China, con la mirada puesta en Estados Unidos, en un momento de crecientes tensiones entre Taipéi y Beijing. 14 de enero – Toma de posesión de Bernardo Arévalo como presidente de Guatemala. La victoria del candidato del Movimiento Semilla en las elecciones de 2023 supuso una sorpresa general. Desde la celebración de los comicios, la tensión política y social se ha intensificado en el país debido a los esfuerzos de la fiscalía guatemalteca por impugnar los resultados electorales y evitar que Arévalo asuma el cargo. 15 – 19 de enero – Foro de Davos. Cita anual que reúne a los principales líderes políticos, altos ejecutivos de las compañías más importantes del mundo, líderes de organizaciones internacionales y ONGs, así como personalidades culturales y sociales destacadas. Esta edición se enfocará principalmente en examinar las oportunidades proporcionadas por el desarrollo de las tecnologías emergentes y sus repercusiones en la toma de decisiones y la cooperación internacional. 15 – 20 de enero – 19ª Cumbre del Movimiento de los Países No Alineados. Uganda será la sede de la próxima Cumbre formada por los 120 países pertenecientes a esta agrupación de estados. El lema de esta edición es «Profundizar la cooperación para una riqueza global compartida» y está previsto que se aborden múltiples retos globales actuales con el objetivo de fomentar la cooperación entre los estados miembros. 21 – 23 de enero – Tercera Cumbre del Sur del G-77 + China. Uganda será la anfitriona de este foro que, bajo el lema «No dejar a nadie atrás» busca promover la cooperación Sur-Sur. Los 134 países miembros de Asia, África, América Latina y el Caribe se focalizarán en ámbitos como el comercio, la inversión, el desarrollo sostenible, el cambio climático y la eliminación de la pobreza. 4 de febrero – Elecciones presidenciales en El Salvador. Nayib Bukele, quien encabeza el partido Nuevas Ideas y ocupa actualmente la presidencia de El Salvador, se perfila como el claro favorito para su reelección. Desde marzo de 2022, el país se encuentra en estado de excepción, como respuesta a los desafíos de seguridad que afectaban a la nación. 8 de febrero – Elecciones generales en Pakistán. Desde la destitución de Imran Khan como primer ministro en abril de 2022, Pakistán se encuentra en una situación de inestabilidad política, una profunda crisis económica y un aumento de la violencia por grupos armados. Los comicios serán supervisados por un gobierno interino creado tras la disolución del Parlamento pakistaní en agosto de 2023. 14 de febrero – Elecciones presidenciales y legislativas en Indonesia. Tres aspirantes compiten por suceder al actual presidente, Joko Widodo, que, después de dos mandatos, no puede presentarse a la reelección. El próximo líder se enfrentará al desafío de impulsar el crecimiento en una economía dependiente del consumo interno, impulsar el desarrollo de la industria tecnológica y gestionar las presiones de China y Estados Unidos para proteger sus intereses nacionales. 16 – 18 de febrero – 60ª Conferencia de Seguridad de Múnich. Con carácter anual, es el mayor foro independiente sobre políticas de seguridad internacional que reúne a figuras de más de setenta países con cargos de alto nivel. El fortalecimiento de un orden internacional basado en reglas, el impacto de las guerras en Ucrania y Gaza, la resistencia frente a tendencias revisionistas o las implicaciones del cambio climático para la seguridad serán algunos de los temas principales en la agenda de este año. 17 – 18 de febrero – Cumbre de la Unión Africana. Etiopía, quien ostenta la presidencia de la Unión Africana, será la organizadora de la cumbre. Este año se examinarán algunos de los numerosos frentes abiertos en el continente. Estos ejemplos incluyen: la situación de inestabilidad en el Sahel, la creciente inseguridad alimentaria mundial, los desastres naturales en el continente o el retroceso democrático. Además, las tensiones entre Marruecos y Argelia serán centrales ya que ambos países aspiran a la presidencia. 25 de febrero – Elecciones presidenciales en Senegal. Tras múltiples olas de protestas, el actual presidente senegalés, Macky Sall, anunció su decisión de no presentarse a un tercer mandato. Ha sido la primera vez en la historia democrática del país que un presidente incumbente no se presenta a la reelección. La necesidad de garantizar puestos de trabajo para la población joven del país será una de las cuestiones centrales en la campaña electoral. 26 – 29 de febrero – Mobile World Congress. Barcelona acoge el mayor evento de telefonía móvil del mundo donde reúne a las principales empresas tecnológicas y de comunicación internacionales. Esta edición estará dedicada a la tecnología 5G, la conectividad, la promoción de una inteligencia artificial humanista, o la transformación digital, entre otros temas. 1 de marzo – Elecciones parlamentarias en Irán. Con la mirada puesta en la sucesión del ayatolá Ali Jamenei por cuestiones de edad, los iraníes elegirán a los representantes de la Asamblea Consultiva Islámica y la Asamblea de Expertos; esta última encargada de elegir al nuevo líder supremo en los próximos años. No obstante, estos comicios se encontrarán marcados por la escalada de tensiones en Oriente Medio, y la profunda crisis económica y social que ha aumentado la desafección popular con el régimen. 8 de marzo – Día internacional de la mujer. Se ha convertido en una fecha clave en la agenda política y social de muchos países, como lo demuestran las movilizaciones masivas que han tomado impulso en los últimos años especialmente en América Latina, Estados Unidos y Europa. El objetivo común es la lucha por los derechos de la mujer y la igualdad de género en todo el mundo. 10 de marzo – Elecciones parlamentarias en Portugal. El país afronta elecciones anticipadas después de la crisis institucional abierta por la dimisión del primer ministro socialista António Costa. El exjefe de gobierno portugués fue objeto de una investigación judicial por presuntos delitos de corrupción que afectaron directamente a varios miembros de su gabinete. 17 de marzo – Elecciones presidenciales en Rusia. Aunque se presume que Vladímir Putin logrará la reelección manteniéndose en el poder hasta 2030, Rusia acude a las urnas en un contexto marcado por múltiples desafíos de seguridad interna. La retirada rusa de la región ucraniana de Járkov, el impacto de la guerra en Ucrania, el fallido levantamiento por parte de Wagner el pasado junio y los disturbios antisemitas en el Cáucaso Norte en octubre de 2023, podrían forzar a Putin a realizar profundas remodelaciones de la cúpula política y militar aprovechando el calendario electoral. 18 de marzo – Décimo aniversario de la anexión rusa de Crimea. La anexión de Crimea por parte de Rusia, país que había invadido la región semanas antes, fue formalizada mediante un referéndum sobre el estatus político de Crimea que sucedió sin reconocimiento internacional. La anexión se produjo tras la caída del entonces presidente ucraniano, Víktor Yanukóvich, de orientación prorrusa, tras una serie de protestas que exigían una mayor integración europea. 21 – 22 de marzo – Cumbre sobre Energía Nuclear. La Agencia Internacional de la Energía Atómica junto al Gobierno belga reunirá en Bruselas a más de 30 jefes de Estado y de gobierno de todo el mundo, así como a representantes de la industria energética y de la sociedad civil. La cumbre busca potenciar la energía nuclear frente a los desafíos que suponen la reducción del uso de combustibles fósiles, la mejora de la seguridad energética y el desarrollo económico sostenible. 31 de marzo – Elecciones presidenciales en Ucrania. Según la Constitución ucraniana, las elecciones presidenciales deben celebrarse en el último domingo de marzo durante el quinto año del mandato presidencial. Sin embargo, no es seguro que se acaben convocando ya que la ley marcial, impuesta desde el inicio de la invasión rusa del país en 2022, no permite su celebración. La falta de fondos y la oposición popular de los ucranianos a la celebración de los comicios en tiempo de guerra son factores a destacar. 31 de marzo – Elecciones locales en Turquía. El Partido Republicano del Pueblo (CHP), principal partido de la oposición, aspira a conservar el control de los municipios clave que obtuvo en 2019. Entre ellos, la capital, Ankara, Estambul, y otras ciudades significativas. La reelección de Recep Tayyip Erdoğan y la retención de la mayoría parlamentaria en las elecciones de 2023 han motivado a su formación, el Partido de la Justicia y el Desarrollo (AKP), a tratar de recuperar terreno a nivel municipal. 7 de abril – 30 aniversario del inicio del genocidio en Rwanda. Tras la muerte de los presidentes de Burundi y Rwanda al estrellarse el avión en el que viajaban, se inició una campaña de exterminio sistemático organizada por el gobierno hutu contra la población tutsi que duraría 100 días. El 15 de julio de 1994, el Frente Patriótico Rwandés estableció un gobierno interino de unidad nacional en Kigali que pondrían fin al genocidio. Se estima que entre 500.000 y 1.000.000 de personas fueron asesinadas. Abril – Mayo – Elecciones generales en la India. Pese a las crecientes tendencias iliberales, la «mayor democracia del mundo» acude a las urnas entre abril y mayo. El actual primer ministro indio, Narendra Modi, aspira a un tercer mandato frente a una oposición más unida que nunca bajo la Alianza Inclusiva de Desarrollo Nacional de la India (INDIA por sus siglas en inglés). 2 de mayo – Elecciones locales en Reino Unido. Las elecciones para renovar los consejos locales y alcaldías en Inglaterra, incluyendo Londres y el condado de Gran Manchester, serán un indicador del nivel de apoyo tanto para el Partido Laborista como para los Conservadores, anticipando las elecciones generales previstas para enero de 2025. 5 de mayo – Elecciones generales en Panamá. La sociedad civil panameña elegirá nuevos representantes para la presidencia, Asamblea Nacional, alcaldía y otros representantes locales. Este proceso electoral tiene lugar en un contexto de marcada polarización y creciente tensión social, acentuadas por temas relacionados con la seguridad interna, disputas políticas y la gestión de los recursos naturales. 19 de mayo – Elecciones presidenciales y legislativas en la República Dominicana. El actual presidente, Luis Abinader, líder del Partido Revolucionario Moderno, busca la reelección en unas elecciones en las que la mayoría de los partidos de la oposición se unirán bajo la Alianza Opositora Rescate, RD. Las tensiones territoriales, migratorias y económicas con la vecina Haití serán temas centrales durante la campaña electoral. Junio – Elecciones presidenciales en Mauritania. El actual presidente, Mohammed Ould Ghazouani, buscará la reelección después de cuatro años de un gobierno continuista que comenzó tras la salida del expresidente Mohammed Ould Abdelaziz en 2019, quien hoy enfrenta acusaciones de múltiples delitos de corrupción. El ganador de las elecciones deberá afrontar crecientes tensiones sociales, así como conflictos geopolíticos en toda la región. 2 de junio – Elecciones generales y federales en México. Claudia Sheinbaum, precandidata a la presidencia de México por el Movimiento de Regeneración Nacional (Morena), parte como clara favorita frente a la principal candidatura opositora del Frente Amplio por México, integrado por los partidos Revolucionario Institucional (PRI), Acción Nacional (PAN) y de la Revolución Democrática (PRD). En estas elecciones no solo se elige a la presidencia y el gobierno, sino también a senadurías y diputaciones federales, así como miles cargos estatales y/o municipales en 30 de las 32 entidades federativas. 6 – 9 de junio – Elecciones al Parlamento Europeo. Las elecciones se llevarán a cabo de manera simultánea en los 27 países que conforman la Unión Europea. Una de las mayores incógnitas será conocer el avance de los partidos populistas y de extrema derecha, el peso de las familias tradicionales socialdemócrata y conservadora, y las posibles alianzas que puedan surgir para la elección posterior de los principales cargos europeos. 9 de junio – Elecciones federales en Bélgica. Coincidiendo con la presidencia belga de la Unión Europea, el país celebrará elecciones federales, europeas y regionales el mismo día. Una de las incógnitas más significativas será el resultado del partido de ultraderecha Vlaams Belang, que aspira a aumentar considerablemente su apoyo hasta poner a prueba la resistencia del cordón sanitario que los ha mantenido hasta ahora apartados del poder. 13 – 15 de junio – 50ª Cumbre del G-7 en Italia. Savelletri, un pequeño pueblo en la región italiana de Apulia será el escenario de una nueva edición del G-7. En esta reunión, se abordarán los principales desafíos geopolíticos a nivel mundial y su impacto en la economía internacional, junto con otros temas fundamentales para la agenda italiana, como la inmigración y las relaciones con África. 20 de junio – Día Mundial del Refugiado. El número de personas desplazadas por la fuerza en 2023 ha alcanzado cifras récord. Los impactos de la guerra en Ucrania, los numerosos conflictos en Oriente Medio y en el continente africano, así como las catástrofes naturales vinculadas al cambio climático, han llevado a un mayor número de desplazados internos y refugiados. Durante esta semana de junio, se dará a conocer el informe anual de ACNUR de tendencias de desplazamientos forzados en todo el mundo. Primer semestre – Despliegue de la Misión Internacional en Haití. Kenia liderará el despliegue de un contingente de seguridad en el cual participarán diferentes países. El objetivo es hacer frente a la violencia de las pandillas haitianas que han provocado una importante crisis de seguridad y de gobernabilidad. El Consejo de Seguridad de las Naciones Unidas, previa solicitud del secretario general y del primer ministro haitiano, autorizó una misión multinacional de seguridad con un año de duración, en octubre de 2023. Primer semestre – Cumbre del Diálogo de Seguridad Cuadrilateral (QUAD). India acogerá una nueva edición de este foro estratégico del Indo-Pacífico del que forman parte Australia, India, Japón y Estados Unidos para abordar cuestiones comunes en materia de comercio, tecnologías críticas, derechos humanos o cambio climático.Julio – 24ª Cumbre de la Organización de Cooperación de Shanghai. Kazajistán asume la presidencia anual del principal foro regional de Asia Central en materia de seguridad, economía y política, compuesto por China, India, Irán, Kazajistán, Kirguistán, Pakistán, Rusia, Tayikistán y Uzbekistán. Los ejes de la presidencia kazaja estarán centrados en cuestiones de seguridad y unidad regional, así como en el desarrollo económico y el comercio regional. Además, se espera que Bielorrusia ingrese en la organización este año. 1 de julio – Hungría asume la presidencia rotatoria del Consejo de la UE. Durante el segundo semestre del año, Hungría asumirá la presidencia rotatoria del Consejo de la Unión Europea, en plenas tensiones con la Comisión Europea y el Parlamento Europeo por sus incumplimientos de la legislación comunitaria. 8 – 18 de julio – Foro Político de Alto Nivel sobre Desarrollo Sostenible. Líderes y representantes mundiales se reunirán en Nueva York para realizar el seguimiento y monitoreo de los Objetivos de Desarrollo Sostenible (ODS), además de presentar Informes Nacionales Voluntarios de los ODS. El lema de esta edición será «Reforzar la Agenda 2030 y erradicar la pobreza en tiempos de múltiples crisis: la adopción eficaz de soluciones sostenibles, resilientes e innovadoras». 09 – 11 de julio – Cumbre de la OTAN. Washington será la sede de la cumbre de la Alianza Atlántica donde se prevé la presentación de una estrategia de seguridad para el flanco sur en respuesta al mandato surgido de la cumbre de Vilna de 2023. Además, en 2024 se cumple el 75 aniversario de la fundación de la OTAN. 26 de julio – 11 de agosto – Juegos Olímpicos de Verano en París. Francia acoge la XXXIII edición del principal acontecimiento deportivo mundial que se realiza cada cuatro años; una buena oportunidad para el país anfitrión de dinamizar una economía estancada en los últimos años. Agosto – Elecciones presidenciales y parlamentarias en Ruanda. El actual presidente de Ruanda, Paul Kagame, en el cargo desde 2000, opta a la reelección tras sucesivas elecciones en las que ha obtenido más del 90% de los votos. Septiembre – Elecciones parlamentarias en Austria. La mayor incógnita radica en si la actual coalición gobernante de los conservadores (ÖVP) y los verdes (Die Grünen) podrá revalidar su gobierno o si los resultados de la extrema derecha del Partido de la Libertad de Austria (FPÖ), y de los socialdemócratas del SPÖ podrían generar otras mayorías. 22 – 23 de septiembre – Cumbre del Futuro de Naciones Unidas. Basándose en el informe «Nuestra Agenda Común» presentado por el secretario general, António Guterres, en 2021 sobre multilateralismo y cooperación internacional, este evento de alto nivel tiene como objetivo acelerar el cumplimiento de compromisos internacionales existentes, y abordar desafíos y oportunidades emergentes. La culminación de este esfuerzo será la creación de un Pacto para el Futuro, que será negociado y respaldado por los países participantes. 24 de septiembre – 79ª Sesión de Debate General de la Asamblea General de Naciones Unidas. Una cita anual que reúne a todos los líderes mundiales para evaluar el actual estado de sus políticas nacionales y su visión del mundo. 26 –27 de septiembre – 10º aniversario del caso Ayotzinapa. México conmemora el décimo aniversario del caso Ayotzinapa (o caso Iguala), uno de los mayores escándalos de derechos humanos en la historia reciente del país. Aún sin resolver, este caso supuso la desaparición forzosa de 43 estudiantes de la Escuela Normal Rural de Ayotzinapa, estado de Guerrero. Octubre – XVI Cumbre de los BRICS. Kazán será la sede de una nueva edición de los BRICS en Rusia, ahora ampliados a 11 países, lo que representa un impulso en los esfuerzos de Moscú por demostrar que el país no está aislado a pesar de la invasión a gran escala de Ucrania. 1 de octubre – 75º aniversario de la fundación de la República Popular de China. Se cumplen 75 años de la fundación de la República Popular China por Mao Zedong, que puso fin a la guerra civil entre el Partido Comunista Chino y el Kuomintang, que estalló inmediatamente tras la rendición de Japón y la disolución del Segundo Frente Unido entre ambas fuerzas políticas durante la segunda guerra sino-japonesa. 6 de octubre – Elecciones municipales en Brasil. Estas elecciones serán un buen termómetro para evaluar el grado de apoyo al Partido de los Trabajadores y al resto de partidos que respaldan al presidente Lula, así como el avance o retroceso de candidatos vinculados al bolsonarismo. En las ciudades donde se requiera una segunda vuelta, esta se llevará a cabo el 27 de octubre. 9 de octubre – Elecciones generales y regionales en Mozambique. El presidente, Filipe Nyusi, concluye su segundo y último mandato presidencial y, según la Constitución, no puede presentarse nuevamente. Su partido, el Frente de Liberación de Mozambique (FRELIMO), en el poder desde hace décadas, deberá encontrar otro candidato. El próximo gobierno tendrá que hacer frente a diversos desafíos, incluyendo tensiones políticas, un aumento del terrorismo yihadista, y una pronunciada exclusión social. 24 de octubre – Día Internacional contra el Cambio Climático. Tiene como objetivo movilizar y sensibilizar a las sociedades y gobiernos de todo el mundo acerca de los efectos del cambio climático. Se trata de un buen momento para analizar las diferentes agendas de lucha contra la emergencia climática y los avances que se están dando desde los principales países contaminantes. 27 de octubre – Elecciones generales en Uruguay. El Frente Amplio (FA), un partido de centroizquierda, con fuertes vínculos con los sindicatos y otras organizaciones sociales, competirá por la victoria frente a la Coalición Multicolor de centroderecha, actualmente en el gobierno, y que ha enfrentado diversos casos de corrupción en los últimos meses. Noviembre – Cumbre de la APEC. Perú acogerá una nueva edición del foro de Cooperación Económica de Asia-Pacífico, que reúne a 21 países y que se celebrará bajo el lema «Personas, Negocios, Prosperidad». Noviembre – Cumbre sobre el Cambio Climático, COP29. Azerbaiyán acogerá esta nueva edición de la mayor cumbre internacional dedicada al cambio climático. Por segundo año consecutivo, se celebrará en un país cuya economía depende de la producción de combustibles fósiles. Noviembre – XXIX Cumbre Iberoamericana. Ecuador acoge la Cumbre Iberoamericana de jefes de Estado y de Gobierno bajo el lema «Innovación, Inclusión y Sostenibilidad». De forma paralela las principales ciudades de América Latina, España y Portugal celebrarán un «Encuentro de Ciudades Iberoamericanas» cuyas conclusiones serán presentadas durante la Cumbre. 4 – 8 de noviembre – XII Foro Urbano Mundial. El Cairo acogerá la reunión más importante en materia de urbanismo y asentamientos humanos organizada por ONU-Hábitat. 5 de noviembre – Elecciones presidenciales en Estados Unidos. El actual presidente Joe Biden aspira a la reelección y, a falta de confirmarse la candidatura del expresidente Donald Trump, la campaña electoral se prevé muy polarizada. El calendario electoral condicionará las decisiones de Washington en política exterior. 5 de noviembre – Elecciones generales en Georgia. La coalición gobernante Sueño Georgiano aspira a revalidar mandato. La guerra en Ucrania ha vuelto a dividir al país entre aquellos que buscan una integración más profunda con Occidente y aspiran a un futuro ingreso en la Unión Europea, y los que abogan por normalizar las relaciones con Rusia. 11 de noviembre – 20 aniversario muerte de Yasir Arafat. El histórico líder palestino y presidente de la Autoridad Nacional Palestina falleció hace 20 años en París. Su papel fue fundamental en el proceso de paz en Oriente Próximo, lo que, junto a los dirigentes israelíes Isaac Rabin y Shimon Peres, les valió el premio Nobel de la Paz en 1994. 18 – 19 de noviembre – Cumbre del G-20 en Brasil. Bajo el lema «Construir un mundo justo y un planeta sostenible», los ejes de discusión y de debate de esta edición incluirán las políticas de transición energética y desarrollo, la reforma de las instituciones de gobernanza global, así como la lucha contra la desigualdad, el hambre y la pobreza. Diciembre – Elecciones presidenciales en Argelia. El presidente, Abdelmadjid Tebboune, previsiblemente optará a la reelección. El país afronta varios desafíos de seguridad debido a la inestabilidad en el Sahel y las crecientes tensiones con Marruecos respecto al Sáhara Occidental. Además, desempeña un papel crucial como proveedor de gas para Europa, en medio de la crisis energética generada por la guerra en Ucrania. Diciembre – Elecciones generales en Sudán del Sur. Los acuerdos de paz de 2018, que pusieron fin al conflicto armado interno que duró cinco años, establecieron la formación de un Gobierno de Unidad Nacional liderado por el actual presidente, Salva Kiir. y su rival, el vicepresidente Riek Machar. Kiir ha propuesto la celebración de elecciones presidenciales libres para finales de 2024. 7 de diciembre – Elecciones presidenciales en Ghana. Se espera que las elecciones sean una carrera de dos entre Mahamudu Bawumia, actual vicepresidente del gobernante Nuevo Partido Patriótico (NPP), y el expresidente John Dramani Mahama, candidato del principal partido opositor, Congreso Nacional Demócrata (NDC). El país se enfrenta a su peor crisis económica en las últimas décadas, y a importantes desafíos de seguridad por el contexto geopolítico en el Sahel. Segundo Semestre – Elecciones presidenciales en Venezuela. El chavismo y la oposición, agrupada bajo el paraguas de la Plataforma Unitaria, acordaron en Barbados la celebración de elecciones presidenciales, a las que se podrá invitar a misiones técnicas electorales de organismos regionales e internacionales. Esta decisión se tomó de forma paralela al anuncio de Estados Unidos del levantamiento de sanciones al gas y al petróleo venezolanos en octubre de 2023. Pendiente – 53º Foro de las Islas del Pacífico. Tonga acogerá una nueva edición del principal foro de discusión panregional de Oceanía, que agrupa los intereses de 18 estados y territorios en materia de cambio climático, uso sostenible de los recursos marítimos, seguridad y cooperación regional. Un espacio geográfico de creciente interés por parte de China y Estados Unidos, que han iniciado una carrera diplomática para atraer a sus esferas de influencia a algunos de estos países y territorios. Pendiente – 44ª Cumbre de la ASEAN. Laos acogerá una nueva edición del principal foro regional del sudeste asiático que agrupa a 10 países, bajo el lema «Mejorar la conectividad y la resiliencia». Pendiente – Cumbre sobre la Seguridad de la Inteligencia Artificial. Francia acogerá la segunda edición de esta cumbre internacional que tiene como objetivo poner en marcha trabajos e iniciativas para abordar los riesgos tecnológicos que plantea la Inteligencia Artificial. La primera edición, celebrada en Londres en 2023, resultó en la Declaración Bletchley, que abogó por una mayor cooperación internacional para abordar los desafíos y riesgos asociados con la inteligencia artificial. Pendiente – XXXIII Cumbre de la Liga Árabe. Bahréin acogerá una nueva edición de la principal organización política que agrupa países de Oriente Medio y del Norte de África. El conflicto palestino-israelí, las cuestiones de seguridad alimentaria y energética, y los impactos regionales de la guerra en Ucrania, serán algunos de los temas principales de discusión y debate. Pendiente – Elecciones presidenciales y parlamentarias en Sri Lanka. La tensión social en el país, inmerso en una profunda crisis económica que ha llevado a un rescate por parte del Fondo Monetario Internacional, ha aumentado en los últimos meses y se espera que se intensifique durante todo el proceso electoral. Pendiente – Elecciones generales en Chad. El presidente interino de Chad, Mahamat Idriss Déby, que asumió el poder en abril de 2021 tras la muerte de su padre, Idriss Déby, mediante la instauración de una junta militar, prometió la celebración de elecciones libres a finales de 2024. El país se encuentra en una profunda crisis alimentaria y de seguridad. Pendiente – III Cumbre para la Democracia. Corea del Sur será la anfitriona de esta cumbre, impulsada por Estados Unidos, que desde 2021 reúne a líderes de gobiernos, la sociedad civil y el sector privado. Tiene como objetivo abordar los desafíos y oportunidades que enfrentan las democracias en el siglo XXI, relacionados con la gobernanza, la protección de los derechos humanos, y la lucha contra la corrupción. Pendiente – Elecciones generales y regionales en Sudáfrica. El Congreso Nacional Africano (ANC), en el poder desde las primeras elecciones libres y generales de 1994, aspira a revalidar el poder, aunque el principal partido opositor, la Alianza Democrática, podría dar una sorpresa. El país enfrenta innumerables desafíos, especialmente en materia de seguridad con altas tasas de criminalidad, una importante crisis energética, y niveles elevados de desempleo. Pendiente – Elecciones presidenciales en Túnez. Serán los primeros comicios tras el autogolpe de Estado del presidente tunecino, Kaïs Saied, en 2021, y el retorno al autoritarismo del único país que parecía haber consolidado la democracia tras las primaveras árabes de 2010-11. Saied ya ha anunciado que no permitirá la presencia de misiones de supervisión electoral extranjeras.

Transcript of an oral history interview with Joshua Fontanez, conducted by Sarah Yahm at Killeen, Texas, on 10 April 2015, as part of the Norwich Voices oral history project of the Sullivan Museum and History Center. Joshua Fontanez graduated from Norwich University in 2012; the bulk of his interview focuses on his experiences as a gay student at Norwich University, especially regarding the formation of the university's Lesbian, Gay, Bisexual, Transgender, Questioning, and Allies Club. His later work for OutServe-SLDN is also discussed. ; 1 Joshua Fontanez, NU 2012, Oral History Interview January 14, 2015 2015 Kingwood Dr. Killeen, TX 76544 Interviewed by Sarah Yahm SARAH YAHM: Can you tell me where you were born? Where are you from? JOSH FONTANEZ: I was born in Willingboro, New Jersey. I grew up – was raised my entire life in New Jersey. I lived in a small town called Browns Mill, New Jersey in the pine lands, cranberry bogs and blueberry bushes and right outside a huge military base, Fort Dix-McGuire in Lakehurst. SY: Sorry, I need to have you say your full name. If you will, just say who you are. JF: Yes, Joshua Aaron Fontanez. SY: Excellent. So you grew up next to a big military base, so when did you start being interested in the military? JF: Oh, I always wanted to be in the military. I can remember first grade my first grade teacher used to – her husband was in the military, and he used to come in and he'd talk all the time, so I always had that desire to be in the military. What rank or what job I wanted changed but I always had that passion that calling to be in the military in some form or fashion. SY: And you didn't come from a military family? JF: Neither of my parents were in the military. A lot of my aunts and uncles, my grandparents were all in the military. SY: Interesting. I've been asking everybody this question: did you play games as a kid? Did you play imaginary games where you were in the military? JF: We played like soldier and stuff like that. My dad still has pictures of me with tree branches running around outside, or you know not necessarily modern-day military but also like medieval times, sort of. My cousins and my sister and stuff like that or as I got older you got like little toy guns and stuff like that and we used to do war games inside the house clearing rooms and stuff like that, you know, hide and go seek with little toy guns and stuff like that. SY: Interesting. So you always kind of wanted to be in the military, when did you figure out that you were gay? 2 JF: So I look back in history and it's kind of like – Look, the signs were always there, when I look back, I think I first, I want to say, I first was kind of like okay I had a hint of it my freshman year of high school. That was when I started to actually, not just the emotional aspect but going into that part of my life becoming more sexually attracted to men and stuff like that. SY: And, how – were you freaked out about it? It's interesting because in all the interviews I've read with you and about you, you seem super confident, pretty angst free about being gay. So what that the case when you were fourteen? JF: It was not at all. It was even like the mentality – I look back and I want to give my fourteen year old self a big hug, and just tell him that it's going to be okay. It's going to be better. There was a lot of nervousness and even though like my parents are completely supportive of who I am and my lifestyle and stuff like that. I grew up in a Christian home – it did play a huge role in that. So I remember, I want to say it was like the first time I ever kissed a guy. I went outside to mow the lawn, and I was just praying that I would be healed and that I could be normal and stuff like that, almost to the point of tears. But, it was definitely a huge, huge struggle. A lot of loneliness, depression, not really understanding, a lot of denial at the same time, because you know even in high school you get the questions, Why don't you have a girlfriend? Why aren't you hitting on girls? You are going to this ball or this prom or this or that, why aren't you chasing after them or getting dates or anything like that? So— SY: Yeah, so did— were there adults or mentors who supported you? JF: I wasn't even out. I didn't come out until college, so no one really knew, like some people, like I talked to my sister now and she had like a hint later on in high school, but really no one really knew, just kind of like a couple of other gay people like I would meet knew, but usually they were all in the closet too. It was not something we were ever open about, and it was to a huge point in my life until I accepted who I was that the people who were even in high school who were out, both male and female— So you know, I was extremely mad at them and it was like the whole aspect of — I would make fun of them just as much as anyone else would and that's one of the things I look back, and I'm like "Wow, you were horribly wrong for doing that." It was part of my own insecurity of fear of if I can't be who I want to be they shouldn't be who they want to be either. SY: Were you is afraid that they would recognize something in you and out you in some way? JF: In some way, like, even when I talked to some of my friends a lot of them were like, Yeah, we knew. It was very clear and then I would respond, If you knew why didn't you say something and support me tell me and come up and confront me? There was a huge aspect of would they, 3 and it was even a societal thing because even in high school I got involved in student government or JROTC or the different mentoring things they had in high school, I always thought, I can't be that leader and that role model and be gay at the same time. I remember when I came out to my best friend, I told him— I came out to him, I want to say right after I graduated high school so it might have been like our first break back from Norwich. I told him, listen, I don't have this pressure on me to be this role model anymore for the high school, for all these leadership positions, so I want to tell you that I'm gay, and the reason why I never told you is because I never thought I could. Like, I couldn't be gay and be a leader. I couldn't be gay and be a role model at the same time. SY: So most people don't describe going to a military academy as realizing that they can be gay and be a role model, but it seems like that's what happened to you. So, what happened at Norwich that enabled you to come out that first semester? JF: So coming out to my – I only came out to my friends back at home. I didn't even come out. It wasn't until my senior year that I came out to friends at Norwich and that was a whole different fear, that was a huge fear under Don't Ask, Don't Tell, but I started out to my friends back at home just simply because I needed – it got to the point where I needed to tell someone. The pressure was just overwhelming. The additional stress that comes with going to college, being away from family for the first time, financial independency, all the different clubs and activities I was involved in, and to throw into that, ok now your emotional life, and this part of my life I was still, there were still times when I was like, maybe I can convince myself to be straight. Maybe if I just try hard enough that I can just overcome this. It did for a long time, like even, I want to say up until my junior year of college, a lot of depression, mental stuff. You know, because on the weekends, because it was a dry campus — so if we left campus to go drinking and stuff like that, a lot of binge drinking, it was just emotionally destroy me and physically it had a huge aspect on me as well. SY: Were you accessing like the gay community in Vermont? Or were you just pretty closeted? JF: So a little bit, so there was – you have like the gay, for one any community, ironically, I always laugh because it was like you would think a state as liberal as Vermont there would be a huge gay community, and there's a pretty good one that I found out later on definitely as I started getting more active in activism but it's like then you have Northfield. So even like my freshmen year, I didn't have a car in college until the second half of my junior year. Even trying to reach things, you have to go to Burlington, Vermont. Even in Montpelier there is a very, very small, in my opinion, community where you constantly can meet. Then a big aspect of it which we try to put out there is that no one knew. Like no one knew that there was all these different communities out there and organizations you can go to and different activities and conferences. I spend hours and hours and hours researching and sending out hundreds of emails to different 4 colleges and professors up and down the east coast trying to find out information, tons to people in the different colleges in Burlington, trying to get help from them, whether it was UVM or any of those different colleges. It was definitely difficult in that aspect. SY: I wonder if there was a point in your time at Norwich before you came out especially under Don't Ask, Don't Tell when you were like, Hey these two parts of myself are incompatible. Did you doubt being in the military? JF: I never doubted being in the military because like I said, my mentality was always this that I loved the military so much and I love— I'm such a patriot that is how I used to view it and I was so dedicated to serve my country and defend the Constitution and our way of life and I knew that I was willing to be trained and do things that my family couldn't do. I knew they couldn't defend themselves, and I was will to, so if sacrificing my happiness and sacrificing who I was as a person was something that I needed to do to accomplish those goals that was something that I was completely willing to do. To being able to complete my military service, to complete that obligation I feel I had to for my country, my values, my beliefs, I was willing to stay in the closet as long as I needed to be able to accomplish that mission. SY: So when did you decide to come out at Norwich? JF: We actually— I'm trying to remember when I first came out – see the first person I came out to, the very first person I came out to at Norwich was – okay when I say come out, there were a couple of cadets – when you found out who the gay cadets were, you talked or you know gay civilians, but actually openly came out to was, I want to say, was Dr. Newton, and it was, I want to say when it was, it was right after Junior Ring Ceremony of my junior year. In tradition of Junior Ring Ceremony, big party, big condo events, and stuff like that, and so everyone was drinking and at the party I kissed a guy. Just like the rumor mill spills, before I could get to campus the next day, everyone knew. I remember going to the office the following Monday, sitting down with Professor Newton and she saying like, You know Josh a couple of the cadets were talking and a couple of my students were talking and they said that you kissed a guy this weekend. And I was like, You know to be completely honest, Dr. Newton, I think I feel you already know but I do identify myself as a gay man. She said, "I know. I've known for a while." And at this time the repeal, Congress had officially passed it, but it didn't come into effect until the following, the upcoming fall. She said, just be careful there are some – at this time, I was still a very controversial leader on campus, even at this time. SY: Why were you a controversial figure on campus? JF: My junior year I was elected the student government president, and by this time I have accepted that I was gay. I knew I was gay, and I knew I wanted to start a club on campus. By 5 this time, we knew we had to wait. Everyone saw the writing on the wall. Sitting in ROTC classes, the instructors would talk about the repeal and the possibility of repeal and what we thought about it. SY: How would they talk about it? Would they talk about it in positive terms or negative terms? JF: They would pretty much just ask – They would just use the Socratic Method. They would just come in and be like, Hey, Congress is talking about repealing Don't Ask, Don't Tell. SY: And what would your classmates or rookmates— what type of things would they say and did that have you frightened? JF: Most of them would say, I really don't care, that's what would shock me the most. A lot of them say, Hey, I really don't care as long as they do their job. But, they would then go and make jokes, gay jokes, and they would still put down people if they thought they were gay and it was still viewed as a negative thing. SY: How much were slurs like faggot thrown around? How much were there gay jokes? Was the culture hostile in that way? JF: It was. Even to the point of my senior year, it was still a societal thing and in a lot of aspects it still is. Perfect example, my second semester, I got moved into a new room my freshmen year and Cadet [Ringcone? 0:18:28], now Lieutenant [Ringcone? 0:18:29] in the Army, he's an Apache pilot, probably my best friend. I was the best man at his wedding. But, his freshman year we got into a big discussion, and he swore that being gay was a psychological disorder and it could be fixed. And, he is now probably one of my biggest supporters after I came out. Even when the club came up, he was at every meeting, when we did Pride Week he was there cooking. When I got threats and different letters slid under my door and stuff like that, he would chase people down the alleyway trying to catch them after they did it, or he would walk with me around campus because certain staff members were afraid I would get jumped and stuff like that. One of my greatest supporters and still one of my closest friends, just seeing that change – Some of my other close friends, they would see how using words like "That's so gay" even something that is so easy and is used by society so much they would catch themselves and look at me and say, "Hey, I'm sorry. I didn't mean that." Or they would stop people and correct them, like an underclassman would come around and be like, Hey, stop being so gay, or they would use different slur words and they would stop them and be like, Are you serious? Well, what wrong with being gay? You'd see how much someone's attitude would completely change when they actually get confronted by someone. They did that. 6 SY: Just wondering, it sounds like when you were around people corrected their language and stuff, but I wonder how much it was a real part of them. What do you think? JF: I would say, if I was a betting man, I would say it probably it would still be a big part of the culture, because it takes someone who is consciously there holding people to standards. One of our biggest examples when we would have discussions, you wouldn't do it with race or with gender, but at the same time, someone can't hide their gender and they can't hide their race but if you make fun of someone so much and make the environment hostile enough you can force someone not to admit that they were gay. That was a big thing, even with the repeal people would be like, I have no problem with you being gay and being in the military, but just don't be gay around me. And we had this one student, he – long, long post – Pride Week was very controversial, and this guy who was a very popular guy in the Corps of Cadets came out as being gay, and put on Facebook that he didn't need a Pride Week to come out, and he pretty much said that, Me being gay makes my friends extremely uncomfortable and because it makes them uncomfortable that I have enough respect for them not to be gay around them. So pretty much it was the mentality – in my opinion it was like good that you came out but at the same time look at what you just openly admitted is. Who you are, who you can't change, the people you love, you're not even willing to show that emotion around people who claim to be your best friends because it makes them feel uncomfortable. That's what a lot of people would do, they would be – the aspect because all the conversations I used to have with newspapers and stuff like that, the university would make it very clear that they've never had a policy that would restrict students from being gay. They would never kick them out for being gay, but you look at our civilian population who is never restricted by Don't Ask, Don't Tell like our Corps of Cadet students were through their ROTC scholarships and stuff like that, but they still fully admitted, I'm scared to walk around campus holding my boyfriend or my girlfriend's hand. I'm afraid to bring them to the Junior Ring Ball. I'm afraid to show them affection and caring in an open environment because I don't know how people would react. I don't know how that would – so, in that aspect its different than being able to – you're never able to – used to say the term is, you know, you can serve freely not get kicked out but you can't serve openly. You can't be who you are. You couldn't, you know, because a lot of people would get a lot of looks or sayings and I mean, they were, they were pushed back into the, not into the closet, but people would know they were gay but they wouldn't ever bring their significant other around. We had our senior year, our regimental XO came out as being gay, and I knew he was gay since my freshman year. When he finally got the courage to come out, he came out in more anger because he didn't think— he though a lot of the attention on the gay community put a spotlight on it but even after he came out as gay, he was still afraid to bring the guy that he was dating to the Junior Ring Ball. So he didn't even show up to the event. It was that aspect of, Yeah, like okay, we know you are gay, the [real? 0:12:42] is done, but you just can't be gay around me. 7 SY: How did you know he was gay? Did he come out to you? Or was it a sort of sub-culture where people who were closeted on campus but out to each other? JF: Yes, so there were, so it was always that difficult thing, mentality of how to find out who was gay. You had a lot of different avenues. Clearly, we didn't have meetings or anything like that like we did when we had the club, but usually there were two different ways. There was an online dating site. You would go on there and you would see different people. SY: Online dating like Grindr or something and Norwich? JF: No, no, no, it was called, what was the name of it, this was old school, Manhunt. SY: Oh, Manhunt. JF: Yep, and I remember – I know what Grindr is, I didn't hear about Grindr, ironically it was my straight friend who told me about Grindr, but not until my senior year. Manhunt was like the big, back then, the big dating site. I remember being on one night, and I saw him on there, and we talked and stuff like that. Ironically, he lived three doors down from me. We lived on the same floor. So we would talk and stuff like that. So that was one way, but that wasn't a huge way, because unless you knew about the website, no one would go on it. The other event was, and yet again, unless you knew about it, you didn't go either, but it was – So Vermont doesn't have a gay club. Vermont has a gay night. So in Burlington, the club Higher Ground has what's called First Friday. So the first Friday of the month, the club is a gay club. People travel hours from all over Vermont to come there because it's really the only outlet, that one day a month. So you would go there and you would actually see different cadets there and stuff like that. SY: Can you talk about that a little more? Do you remember your first time going to Higher Ground, going to your first First Friday? How did you get there? Did you hitch a ride? Were you scared? JF: My very first time was— When was it? It wasn't until my junior year that I actually went to the club. I'd heard about it, but I really didn't know about it, and I went with a civilian who was – it was her and her girlfriend. I went as support. Because even all the equality stuff we did up to my junior year, I always did as an ally. No one else has the courage to stand up and do it that would be my line. So, I will be the one that takes the brunt force and stand up and help the people who have no voice. SY: Oh, I see, so when you were a controversial student council figure because you were doing equality work but you were doing it as a straight ally. 8 JF: Yeah, roger, one of the first things we passed, as student government president was, I passed an executive order that declared that the student government represented everyone equally and it was one of the first – My research, I hadn't been able to find any other documents, I mean, I'm sure there's a couple, but it listed based up on sexual orientation, gender identity, and of course it went through the standard stuff like, sex, age, student lifestyle whether they are civilian or Corps. We ended purposely with sexual orientation and gender identity, and that was like a huge thing. Strategically, we did that on purpose because we literally spent all of our junior year building up this controversy of having people start talking about it, breaking the ice, so that when we created the club, it wasn't such a – even though it was a huge shock, it wasn't as big of a shock. We went to Higher Ground, met a couple of cadets, saw a couple. It was really awkward because you walk in and you kind of like ignore each other. It's kind of like, Oh, I didn't just see this person here. We would do that, but we went a lot more often my senior year. We actually, as a club we would go up, and that would be like a club outing. We would also be networking because we would work a lot with the different universities would meet us up there and all the other kind of stuff. It was interesting, you'd find out, I actually met – so ironically, I know you mentioned how it worked with my military service. At the time, without mentioning names or rank, I remember being on Manhunt one night, and I saw an Army ROTC instructor on it, who was stationed at Norwich and worked there. It was kind of like the same thing. I didn't message him, he didn't message me. It was kind of just like, okay, log off real quick. I remember, at this time I was a work study at the Admissions Office. I used to work at the front desk as a, I want to say receptionist, but I guess, I don't know what the masculine term for that is, but I was there answering the phone and stuff and greeting people when they came in. He came in and he said, "Fontanez, can you help me carry some stuff back?" And, I was like, "No problem, sir," and I carried it back. He sat down and he asked me if I ever heard of this site Manhunt. By this time, I am terrified, my heart is beating, I'm thinking, I'm going to lose my scholarship, and I couldn't pay for Norwich without my Army scholarship. There was no way. And I was like, Sir, I don't think you can ask me that question, and I don't think I can answer that questions. Pretty much citing Don't Ask, Don't Tell, and he was like, Okay, that answers my question. He told me, "I just want to let you know that I saw you on the app and clearly I'm gay too." He was like, "Do you plan on having a family one day? Do you want to fall in love and stuff like that?" And I was like, Yeah, I do. He was like, "Okay, you need to not make the military your life then." He was like, because – In my mind when I look back, I think when he said that, he never envisioned the end of Don't Ask, Don't Tell, because he had served under it for so long, but he was actually getting out of the Army, so he could be with his significant other and moving away from Vermont. But that was his tip to me, Listen, if you actually want to be happy in life, you want to have a family, you want to have a significant other that you care about and can care about you and you can live your life openly, do your initial service and get out because you can't do it while you are in. 9 SY: How did you feel after that conversation? JF: I don't think what he told me really sunk in as much as I was scared out of my mind that he knew. Even going through my senior year, thinking about it, the mentality always shocked me how some people just can't envision it any better. Great guy, but he couldn't see it getting any better. He just saw the worst, and I see a bad situation I want to make it better, doesn't mean – I'm an extremely controversial person at nature. I have no problem, I don't care who you are or what your position is, if you are not doing something right or if I feel like I am being wronged then I'm going to say it. I will try to be political about it, I will be respectful but like, you can threaten me, you can do whatever, it really doesn't matter. I mean, I remember sitting in the office of the Commandant of Cadets and yelling at the top – We were pretty much yelling at each other and another commandant had to come in and pull him out, but I knew I was right and he knew I was right. He just wasn't willing to admit to me that he knew I was right. SY: What were you yelling about? JF: It was about Pride Week. He didn't agree that we should have a Pride Week. He didn't think that Don't Ask, Don't Tell was a big issue. He thought that everyone was fine with it, that society had changed. He quoted that he just got back from a deployment with the National Guard. He was like, We didn't have any issues with people who were gay on the deployment. We actually joked about them being gay and stuff like that. Did you just hear what you said? You just openly admitted that you were making fun of one of your soldiers on a deployment because of who they were. Just because you can joke with them, and maybe they laugh back with you, doesn't make it okay. We just got into the huge aspect of the culture of fear. I mean it was. The aspect of – It all came about because what we did to fund Pride Week we would go to each department, so we would go to Math and ask, Hey, can you sponsor an event? Like we had in seven days, we had over fourteen events. I want to say we had fifteen or sixteen events. Unprecedented. Some colleges like UVM and Saint Michael's and all the other colleges, they'd never even had anything like that before or to the level that we were having stuff. We had speakers coming in from all over the place, we had the Governor of Vermont come to an event. So we were just trying to get like, Hey, can you sponsor this event? We had a veteran who came in and he talked about how he was in the Navy under Don't Ask, Don't Tell, CID [criminal investigation division] would show up to the gay clubs and literally hunt them down, and he remembered like being in a club and someone coming in warning him and him having to run out the back door. So we got Veteran's Affairs to sponsor that event. We just had all these different things to sponsor, and we were trying to get the Corps of Cadets to sponsor an event. The commandant had a very religious and moral objection to it, not only the club but the lifestyle, so he wasn't willing to sponsor it. I said, "No problem, but at the beginning of every event, we are 10 going to list by name the organizations which support us, and it is going to be very evident that the Corps of Cadets did not. And, he was so upset about that. SY: He wanted it both ways, huh? JF: So he was like, You can't put us in the spotlight like that, and I was like, Listen, it's no problem, you can have your morals and beliefs but you need to be willing to publically stand by it. I was like, We will, yet again this is my real controversial part, I am going to put out a press release to everyone from CNN to NPR to – and I just listed all these different news agencies and they will know that you didn't stand with us. Then it escalated, because it was the mentality like, You are a child, we are the adults and you need to listen to us, and my aspect was like, I am a twenty-two, twenty-three year old tax paying citizen, don't call me a child. It would go on and on from there. SY: Let's step back for a second, and I wanted to ask you about the day you found out that Don't Ask, Don't Tell had been repealed, how you felt, and you had a meeting that day, didn't you? December 20th? JF: Yeah, so what we did was, well, so Congress passed it, as soon as Congress found out, they lost the majority in the House. They took a vote in December of 20 – so they took a vote on December, if I remember my history right, 2010, because they knew when January come around, they would lose the majority in the House. So this was literally the last time they could do it. So I remember, I remember joy, but at the same time, fear, because it was, like, now I have no excuse. Like, every excuse now has been removed from me actually being who I was. So at this point it came – like, the writing was on the wall. It was, like, listen, we have so much time to actually laying the foundation, if we want to get this club put out. And by this time we start networking, we start calling people. We actually started drafting executive orders to try to lay on the foundation, because, you know, the club just didn't pop up one day. It was pretty much two years in the working of just getting different clauses put into the student government bylaws, which would allow us to do stuff a year down the road that led to the club being successful and stuff like that. So after we knew the club was going to be founded, Don't Ask Don't Tell, the legislation passed 2010, they said they were going to give a year so the military knew how to respond to it. That spring of 2011, the – so this plays an important role, because I was going up for the regimental commander, I put my name in. And I was one of the top three who was almost going to be regimental commander. And I told myself if I got regimental commander, I could never focus on this fight. I couldn't do both at the same time. So after I wasn't chosen for regimental commander, I took that as a sign, like, listen, okay, this needs to be your role and your passion for the next year. So I remember sitting down that very 11 afternoon, because I was student government president with President Schneider, and I said, "Hey sir, I want you to know, I want to ask you, what is your – within six months the appeal's going to be up. What do we plan to do as a university?" And his answer to me was, "Well, we're going to wait to see what guidance the Department of Defense puts out." And I told him, "Sir, I think we're missing a huge opportunity. We've always been the first. We have ROTCs here, we don't have to wait for the Department of Defense." I was, like, "There are students here," you know, without coming out to him, I was, like, "You know, there are students here who are hurting. You know, they're suffering." And he said, "Okay." So then we went in the – we had the re-election for student government, and I didn't win, so at the inauguration of the incoming president, my last act as student government president was to pass an executive order which created the club. So the student bylaws for the student government allows a student government president to recognize a club up to 14 days; they have 14 days before the student body government, like, the Senate, had to pass that club. So there were only 10 days left in the school year. So we announced it that day so that the club would officially exist with full authority of the university throughout the entire summer, so we could strategically plan and set up. We had the full weight of going and saying we're a university club. So we announced it then, which of course you can imagine being shocked, like, sitting in – we used to do the inaugurations on the top floor of the Wise Campus Center, so everyone being, like, you know, holding their breath. But then we used the summer to start working with different news agencies and they did different articles about, you know, the first gay club at a military college. We used that time to do a lot of different strategical stuff when it came to planning conferences, and, you know, how are we going to do the club fair, and stuff like that? What type of videos are we going to do? And we came back, and by that time – we also used that time to, like, lobby our Senators, because, you know, by this time, though they weren't out, there were different elected officials in the student government who were gay, so we knew who they were. And you know, we went up to then, we're, like, listen, this is time for you to actually stand in defense of who you were. So we lobbied them and we utilized them to lobby their other friends. And by the time we came back, we had a unanimous vote, not one objection. And then like you said, we met on the same day the appeal ended, we met in the Kreitzberg Library. I was told Dean Mathis was really, really skeptical; she was more scared and more concerned for us than anything. She's, like, "Listen, Josh, if you can get five people there, it'll be a success." We had over 25 individuals there; top officials from the university, civilians, Corps of Cadets, straight, gay, bisexual. And it was just a good time. And people started talking; I mean, I remember one civilian stood up, and she's, like, "I've been at this university four years and I literally thought I was the only person here like me. To walk into this room and know that for four years, I actually wasn't alone; that I had people who were just like me. I had a family here." And she just broke down in tears. And 12 that meeting that day was probably one of the most memorable things in her life, you know? There was such a movement for her. And it just relieved so much weight off of her. And it was just a stepping stone. That meeting was really the stepping stone because we did it in a pu– and we did. We strategically chose the location. We wanted it to be in a library, you know, demonstrating knowledge. We made sure none of the blinds were closed. We wanted to make sure everyone knew what we were doing. We had a booth at the club fair, so everyone knew when the meeting was. Everyone was welcome. We had a newspaper reporter there, she did a news article on it. So yeah, I mean, it was definitely well thought-out, but it was just a starting point, because that was at the beginning of the year. And like I said, just that year went through the roof. So it was definitely a great starting point. SY: And yeah, I guess I want to talk about Pride Week, and I want to also talk about the response to – what was the response to that first meeting? JF: So the first meeting wasn't bad. It was kind of, like, real neutral. Because our aspect was, we initially started the club of – so a lot of people had different opinions. So a lot of people said, like, I want to be part of a club. But I'm not ready to be out. So they wanted the club to be held in, like, you know, a secret room where only you would be invited if your friend knew you were gay, or something like that. SY: Okay, great. JF: So no one would know. And then we had the aspect which I sided with, which we just asked if we struggled a lot with was, hey, this is our first year of the club, it's very controversial, we have to be public. SY: Right. JF: So it was, like, the aspect of, we still made sure we took precautions to make sure people who weren't out still had an avenue to come and talk with us. You know, we did some things behind the scene. But we moved our club meetings to the Wise Campus Center, that open – it was literally a full wall of glass. And we did it purposely during chow hour. So everyone had to walk by and had to see the club happening. You had to see people getting education on – you know, anti-bullying, anti-harassment, safe sex, the different political movements. How to get involved. You know, we had speakers from different places come in and talk to us and stuff like that. But no one could deny it; no one could say, "I didn't know." No one could say, "Why didn't you tell me?" Or, you know, "If I just knew." SY: Right. 13 JF: So the responses were mixed, because some people were, like, "Well, you're throwing it in my face." You know, I remember we had a staff sergeant in the Marine Corps who was a student there, he was a MECEP [Marine Corps Enlisted Commissioning Education Program]. And he said at a meeting once, he said, you know, "I have no problem that you're gay. You just need – the fact that pretty much that I have to see that you're gay, that you throw it in my face, that you make it public." SY: (inaudible) [00:09:08]. Because it seems like there are a lot of people who said that about Pride Week. They were, like, "Well, there's nothing wrong with being gay, but why do they have – why does it have to be a whole week? Why do they throw it in my face?" So what's your response to that statement? JF: I guess the best statement is, so we had a Pride Week, so that's one week out of the year. But we look at all these other weeks that are based around the heterosexual culture. We have Junior Ring Ceremony where you and your date walk under the sword arc, or you have Regimental Ball where you do pretty much the same thing. You dance, and you do this. We have the Winter Carnival, and all these different Valentine's Day, and just event after event after event. And Pride Week wasn't – the majority of Pride Week wasn't even about just for individuals who identified themselves as being homosexual. A lot of the knowledge behind it was, they were extremely controversial topics no one wanted to talk about. So we have this university full of 18-year-olds, depending on how long you're taking to graduate, 26, 27-year-olds, but who are extremely uncomfortable to talk about safe sex. So we had multiple seminars about safe sex, you know? What it means to actually be responsible and use a condom, and the different apparatuses out there for safe sex, including abstinency, so abstinence. So we covered every base. We had classes out there about bullying, which is not just an issue that happens – it wasn't even focused on a heterosexual versus homosexual kind of thing. It was just bullying in general. One of the events was an arts and craft event, which, ironically, was the most attended event. Because oh, I can get free stuff? I can get free food? OK, I'm going to show up. We had a movie about religion accepting all cultures, not just homosexuality, but different religions and different walks of life in a wide spectrum. We had the prom. We had a dance. So, I mean, it was just a wide, wide spectrum of events. Now, we purposely did say it was going to be a Pride – because there were, on the other end of that spectrum, there were different things that dealt directly with the homosexual community. I mean, we definitely were depending on some of the speakers we brought in, such as our veteran speaker, when he spoke about his fear living under Don't Ask, Don't Tell, and how his life had changed and stuff like that. But it was that aspect of, one, no one had to attend any of the events. 14 None of these events were mandatory at all. It wasn't any Corps of Cadets, you know, we have to do an afternoon training event where we march the entire Corps of Cadets down and they have to sit down and they have to listen about how difficult their life is going to be now that they have to treat everyone equally and with some dignity, no matter who they love. You know, they weren't giving up their Saturday afternoon to march down to the football field to sit and watch a drag show, or something like that. There were options. And I think more importantly, at least to me that spoke was, you know, the university – and I'm sure it will always maintain this line – that it never did anything to prevent an individual from being gay, but they never took steps and they never gave options for individuals who were gay. There were no options. And that's what we gave during Pride Week, was a unified effort to show that there were so many options. But at the same time, no matter if you were gay or straight, there are a lot of things that affect us all, like, bullying, alcoholism, depression, safe sex. Those go across it. So a lot of individuals just took it back and were like, OK, I don't need to go to these events, because I'm not gay. And some people didn't even show up who wanted to show up because they were so afraid. You know, the university had meetings after meetings about what happens if protestors show up? What happens if there's violence? What happens if someone gets jumped? You know, anything like this. But – SY: Did the university make any effort to keep people safe who were coming out? JF: I mean, they did. I got a lot of threats. Both my junior and senior year, I had a camera outside my door, my dorm room door, because I'd get threats. People would slide letters under my door or send me emails or Facebook messages, or cut things, you know, because we used to have our schedules, our door cards, and they'd cut it up, or they would throw trash at my door and stuff like that. Or, like, throw the entire – SY: How did you make sense of that, and how did that make you feel about Norwich? JF: It made me feel like I was doing something right. I mean, if people don't act out – I mean, there's always resistance. You look throughout history, I mean, there's always going to be resistance to change, right? If I was doing something right – if I wasn't doing something right, I'd probably be the most popular kid on campus. If I just went with the flow, you know, I disputed the lines of traditions, and this is how the old Corps was, and this and that, I'd probably be the most popular person in the world. Anytime anyone ever did something like that, it just motivated me. I knew I was doing something right. SY: And how did you feel, you know, how this fit into the idea of the citizen soldier? How did you feel like you fit into their idea? 15 JF: I mean, it's the aspect of, you know, what is citizenship? Unfortunately, I think a lot of the Corps of Cadets focus on the soldier aspect more than they focus on the citizenship aspect. And it makes me funny, because it's, like, okay, yeah, we're soldiers. But then sometimes it's like we're soldiers until it comes to discipline and, say, physical fitness. Because, like, you know, people talk about, like, you know, there's the alcohol policy on campus. So yeah, I'm a soldier, but then when it comes to following the rules, it's, like, well, I'm a college student, you know, don't get too crazy with that soldier stuff. And then it's, like, you know, well, physical fitness, which is one of the pillars for the university. And it's, like, well, at the same time, I'm a college student. Like, this is the time I'm supposed to live and stuff like that. Well, to be a soldier, you need to be physically fit. So we focused a lot on the soldier part, like, wearing the uniform, training the freshmen, you know, the rank structure, the saluting and whatnot, which are great; great disciplines, great lessons for life, no matter if you go military or civilian, it's a great foundation. And a lot of aspects, we do forget about the citizenship aspect, in my opinion, and we don't focus on it a lot. And I think that is the constant struggle between the academic professionals at the college and the Corps of Cadets in the Commandant's office at the university. Because I think one of the things that really made me the person I am is my education, is having professors, like Professor Miana and Professor, you know, Dr. Newton, who taught me so much in life. And definitely Dr. Newton, when it came to just politics in general, and being who you are, and the ability to articulate what you mean in an effective way, but at the same time being strategic. And there's always butting the heads, and I think they really do butt heads a lot, because you have, you know, well, what's more important? Sergeant's time training or actually doing your academic work? What's more important? You know, that parade we do on Friday, or making sure that our students go to an extra study hall session? And there's that constant thing. But at the same time, I mean, even citizenship on the aspect of – you know, I used to tell when I was battalion sergeant major, I used to tell my NCOs, I would, like, listen, got it. You have sergeant's time training. Now, what's going to do your cadet more – prepare them better for life? Are you going to sit there and have them remember all these dates in the Rook Book and in two years, they're not going to remember a single thing, because upper classmen aren't required to remember that? Or is it more important to understand, like, you know, at least 30 of your cadets are going to raise their hand and promise to uphold and protect the Constitution of the United States. Have they ever even read the Constitution? Other than the first amendments in our Bill of Rights, and most of them probably couldn't even tell you all of them, you know, could they even tell me what the Constitution had in it? What does Article 1 cover? What does Article 2 cover? You know, which one's more important? There was always the mentality, well, this is 16 how we did it when I was a freshman. This is how my father used to do it when he was here as a cadet. And we really do, we do miss the citizenship – and through that whole struggle of founding the club and Pride Week, and all the fallout and stuff like that, and the strategic planning over years, you know, I used to sit down with Dean Mathis, and I would sit down with her at least three to four times a week, if not daily, depending on the week. And I used to sit down with her, and my line to her would be, it's, like, "Dean," you know, "I sit back and I really do wonder, you know, if Captain Alden Partridge was here today, would he be proud of what he saw?" SY: What do you think he would say? And what do you think he would be and what do you think he wouldn't? JF: I think on the aspects of us as a university, I think we have some great values. I think we have some great foundations. I think we've put out some great leaders. I think that's what he would be proud of. I think he would be proud of the tradition, and the university still being there. You know, the university does have a very high academic standard, and it does. Every time Dr. Kelly would sit down with us and he said, there's no reason why our retention rate, academically, shouldn't be higher, and that's what we need to strive for. And the Corps of Cadets, even from my freshman year to my senior year, the focus on academics was improved greatly. And they do, they put out some great, great leaders throughout the world. But I think it would be – he would be ashamed on – for an individual who fought so hard to have women go to college, you know, you look at the archives, or you hear President Schneider talk about the archives, and how hard he tried to get women to come to college, to see professionals in that college discriminate against individuals for whatever reason. Or for the mentality of – you know, our college was founded on the mentality that he left West Point because he didn't like that, the mentality, the leaders could only come from that one avenue, that we weren't putting out civilian leaders simultaneously. To see such closed-mindedness. And that's what I used to tell them. I'm, like, listen, our college is great, because we are the first. The first Corps of Cadets to have women, the first Corps of Cadets to allow African American. These were extremely controversial things in the time. So why wouldn't' we want to be the first to have an open LGBT organization on college? You know, that is where I feel he would kind of shake his head, and say hey, what's happened? You know? And trying not to get so political, but a huge feedback we got was, do all the AARs [after action reports], because you can imagine Pride Week went up to the board of directors and back down, everyone did an AAR. And a lot of it had to do about the alumni and the funding, and the threats that came from funding from alumni. 17 SY: I'm glad you said that because it looks like nationally, Norwich's Pride Week got a ton of incredibly positive attention in the press. JF: Yes. SY: And within Norwich and some of the alumni it was, pardon my language, a shit storm. So what happened after the club fallout? JF: Well, here's what – I mean, simultaneously, like, even when Pride Week was happening, I used to get Facebook messages from alumni all the time. And they'd be, like, "Hey, you're destroying the university," you know, "You need to put a stop to this right now," and all this other kind of stuff. But the ball was rolling. So Pride Week wasn't just like a random event, right? We didn't just randomly say, OK, this week we're doing it. Like, over in January, we got approval from President Schneider to hold the event, like we had a full outline, we went to General Kelly, we went to President Schneider, we had a full event. They approved it all. Got funding. Now, our shield, on the strategic aspect was, we got two sitting Congressman, a sitting Senator and the Governor of the State to all support us. So President Schneider couldn't back out of it by this time. And then we got CNN, MSNBC, NPR and stuff like that to also do articles on it. So it was happening. And we purposely did it that way, and strategically did it that way, that no matter what type of pressure we got, it was going to happen. But they didn't tell the alumni. And that's something they personally take blame for; we didn't tell the alumni. But I remember sitting down – I'm trying to remember his name, unless it's Dave Whaley? Dave – no. I'm trying to remember who's the Head of Alumni Relations. But I remember – I can't remember his name now. But I remember him saying – I want to say this was right at the end of Pride Week when we were doing all the AARs, and then we knew it was just – I mean, the president had to go and put out a video because people were threatening not to come to Alumni Weekend; people were threatening not to donate, and it was crazy. But he – I remember the Head of the Alumni Relations said, "It's not the fact that you had the event, or that it was a gay event. It's the fact that you did it too soon." And pretty much what he was telling us was, "We're not telling you not to be gay. But the alumni aren't ready for you to be gay and the alumni aren't ready for a club like this. And because the alumni aren't ready, you shouldn't do this event." And he gave me a metaphor about a highway, like yeah, "We all have to travel on the same highway, and you guys just came out of the exit without thinking about the consequences, so quickly. And you cut off the vehicle in front of you and it caused this huge wreck." And my response to him was, "Well, sir, I remember a couple of years ago we had the second in the hundred-something year our university has existed, second female cadet Colonel. And that individual got a lot of hassle as well." And I 18 was like, "The alumni were not ready for that." I was like, "The alumni – she got so much harassment, I remember her very first meeting as a cadet Colonel, she said, 'I only think I got this position because I am a woman.' And the room went quiet. And I stood there in shock, I don't believe she just said this." So I told him, I was like, "I will not allow you sit here and put these people back in the closet because the alumni aren't ready for them. This is their life." Yet again, this is on the top floor, right outside the president's office, top floor, and I said, "I will not allow you to do that. They have their lives." I was like, "You cannot tell a 19-year-old to go back in because someone he's never met before isn't comfortable that he's gay at a university they attended 20, 30 years ago." I was like, "That is completely inappropriate." And yet again, I was like, "We are not living up to our values." You know, and we used to sit there when we did events and stuff like that, we'd list the different values of the university. We'd list down, this event is covering this value, you know? To not just act, but also to think, and things like that. But yeah, I mean it was – SY: It was really pretty brilliant. JF: So yeah, I mean, it took a while. I mean, I always used to tell Dean Mathis I find it funny that Norwich gave me the education to eventually cause them all this problem, all these problems. SY: Yes, that's right. JF: Because a lot of it did come from the academics that I learned from Norwich. I mean, at the least, they can at least know they were very successful in educating their student body. And knowledge is power, which yet again, they should be very proud of. But yeah, but I mean, so another result of it was, yet again, they waited until I graduated, because they knew if I was still there it wouldn't happen. But they literally waited until after I graduated, and President Schneider announced that the following year they wouldn't be holding a Pride event, that he felt – pretty much he said it caused too much hassle, like no club should have so much attention on them because it's not fair to the other clubs. Though, you know, yet again if I was still at the university, it would have been – I gave the students who were still there some tips and came back for Alumni Weekend and had some very nice conversations. But they waited until I was out the door to make that announcement, and they did that purposely. SY: And there hasn't been a Pride Week since? JF: There hasn't, no. The club still meets, they'll actually be meeting today – today's Thurs– no. No, they actually do have a – I'm trying to remember if I just saw the Facebook – they're meeting Thursday. So they still meet on Thursday. 19 SY: I'm going to interview Meche when we actually can line up our schedules. But he told me it seems like there's – he's really upset that the club's losing momentum. JF: Yeah, it is. I mean, so for a club like this, it takes a really, really, really strong – it takes a strong leader, because you have to be willing to be controv– as much as I hate to say it, you have to be willing to be controversial. You have to be willing to stretch the limits. You have to be willing to say, hey, this isn't right. And yet again, some people, they really do get tied up on rank, right? Like, okay, the cadet – the Commandant is a Colonel in the Vermont State Militia, I can never question that authority. I respect the authority, I'm not going to be disrespectful. But at a certain point, there's a lot of different avenues where I can question it if it's not being conducive to my life or to my education. SY: That's where I think the whole civilian soldier thing is interesting, because it seems like one side of Norwich teaches you to follow orders. And another side of Norwich teaches you critical thinking. And those two sometimes collide, right? JF: Oh, they do, yes. Very much so. SY: Yes. And so I guess in your time since Norwich, how do you think this, what you learned in Norwich, which, in some ways, is how to push to sort of improve and change a military system? How has it served you since you've left? JF: It served me pretty well, I mean, as soon as I graduated, I got some good news. We got invited to the White House. So we were able to go to the White House for a social there. I mean, it was – I thought it was kind of, like, I was like, I thought it was kind of a hoax, because I started getting some hate mail sent to my home address and then I got a letter, big card stock, saying, you know, from the White House. I'm like okay, this is kind of random. And yeah, it was an invite, like you know, we're having the first national LGBT Social at the White House, we would like you and a guest to attend. I'm like, no! And then I got an email, you know, from the head, like yeah, we need all this information because Secret Service has to do a background check on you. And I was like, okay, I was like, great! I was like – so I contacted a really good friend of mine, Sue [Follen?], she's a former Captain, she's a West Point grad, she's really involved at West Point. I was like, "Hey Sue, I'm going to the White House. Can I wear my uniform?" And she says, "Yes." She's like, "Because you know, if it's at the White House, it's not a political event, so you can still wear your uniform." We had JAG look into it, that was great. Perfect. So you know, brand new Second Lieutenant, and I got my dress blues on, I invited Rob Morris who's a Navy pilot now, straight ally, one of our best. He was actually our Coordinator of Allies for the club. I said, "Come on, man, you definitely deserve this." He 20 came, great. We met people from – there was a bunch of military people there we met. We got to witness the first same-sex engagement proposal at the White House. SY: That's neat. JF: Yeah. We got tons of pictures, like, we went in the China Room, we went in the First Lady's room, the Lincoln Room, the Green Room, just taking pictures, all that kind of stuff. And President Obama came out and gave a speech. Came up, you know, we were in uniforms, so he came and shook our hands, he thanked us for our service. But, I mean, we just met people, I mean, we met authors for NCIS from California, to lobbyists, the director of the – I don't know his official title, but he's, like, the advisor to the president when it comes to the AIDS epidemic, both in the United States and worldwide. So we got to meet with him and talked with him, and just made great connections. So that was a great experience. But from there there's a national organization called OutServe-SLDN [OutServe-Servicemember Legal Defense Network], so it's an international organization that represents LGBT soldiers and veterans. So we have – there's organizations and there's clubs, chapters. Anywhere there's a military base. So every state has a chapter. We have chapters in Korea, Japan, Germany, Italy, England, anywhere where there's a military presence, there's a chapter. So I met with them and I started getting involved with them. And then just about a year ago, I got invited to serve on the board of directors. So at 24 years old, I sit on the board of directors of an international nonprofit organization. We work with the White House, with Congress, the Pentagon, State legislatures, of course other nonprofits, like HRC and stuff like that. So I get invited to different events all the time, depending on my travel and stuff like that, I get to make some of them. But we get invited to the Pentagon from time to time. But now we're actually working on – because even with the repeal in place, there is no discrimination law protecting LGBT soldiers. So you can serve openly, but you can still legally be discriminated against, and nothing can happen to the person who's discriminating against you. So we're actually, as an organization, we're working with Congress and different DOD individuals to actually get in the EO policy LGBT. So one of the things that just happened was in July, I want to say, if I'm remembering my data properly, Secretary Hagel signed – added LGBT into the Military Human Rights Charter, which is the first step to getting the LGBT, or LGB since they still don't identify transgender as service members – SY: (inaudible) [00:34:04] in there, yeah. JF: Yeah, into the EO policy. SY: That's (inaudible) [00:34:07], right? JF: Yeah. So, I mean, it's helped me a lot, working out like I'm just – I mean, I'm about to go 21 down to Austin in a little bit to – in a little bit – but in a couple of days to start working and volunteering with HRC, now that my training is a little bit more steady. So it's been good. It definitely gave me the education, the foundation, the courage, the drive to do what I need to do to meet my goals and passions. SY: So I just want a couple more questions, and then you must be exhausted (inaudible) [00:34:44]. So first of all, I bet there were some gay alumni who contacted you, right? I would imagine that you've had positive encounters from alumni? JF: Yes. Yes, I mean one of the most positive – so when the news first broke out that we were going to have a Pride event, I remember one of my first messages I received was from a Board of Fellows, and she contacted me, and she was, like, "I want to start off with letting you know I'm extremely proud of you. Extremely proud to call myself a Norwich alum this day." She was, like, "I also want to warn you, though, that you're about to go through some hell." She says, you know, "Through this, I just want to let you know that I want you to stay strong. If you ever need someone to talk to, let me know. And I'll be there to help you, whether it's through a phone call," or, you know. And then we had just this past – I want to say it was just this past Alumni Weekend, this past one that we just passed, or maybe it was the one before that. A transgender Corps of Cadets member contacted me. So when she went through the Corps of Cadets, she was a he, and she just got interjected into the old guard. So she's saying, like, "I'm extremely proud of you guys," you know, "I'm going to this huge" – it's going to be, I mean, 70-something going into the old guard as a female, but went through the Corps of Cadets as a male – SY: This is Georgia? JF: Yes. SY: Yeah, I mean, I did interview her. I did. JF: Yeah. You know, so she contacted us. What was another really positive one? Even more recently, I had positive one. I was at the HRC dinner in DC, so thousands of individuals. And they hold it at the conference center there in DC. And this guy comes up to me, he says, "You're Joshua Fontanez, right?" And you know, by this time, I'm still in my dress uniform, this was – oh, when was this? This was recently. This was, like, this was in September of this year, so years after this all happened. So I'm like, "Yeah." He's like, "I'm on the Board of Fellows at Norwich." He's like, "I just want to let you know that even though it happened years ago, I still remember when the articles first came out. I'm extremely proud of you still. Keep up the good work. Keep in contact," like he handed me his business card. So yeah, we got a lot of positive support. And that was definitely one of the things we talked about, you know, when we talk about it strategically, is how do we get more alumni involved when it comes to the positive 22 aspect? And unfortunately, it was, like, yeah, of course we have a lot of pressure when it comes to alumni not liking organizations like this, or liking a movement like this or liking events like this, and they have financial influence to try to slow it down or stop it. So how do we find the alumni who actually have the money to push it along and stuff like that? SY: Well, one of the largest donors we have right now is Jennifer Pritzker. JF: Yeah. SY: So, I mean, you know, there's some hope in that direction, I would think. In terms of the LGBTQ. JF: Yes, because I remember, I think the Pritzker fund, the donations actually went up from – that was, like, one of the things – I think that was one of the things that really did save us, is their donations went up as this club got more notice. And that was one of the things that we were told. So that was definitely a saving grace in that aspect. SY: Yeah. And she gives millions of dollars to the university. JF: Yeah. SY: Another question I have, and this is, like, me putting my academic historian hat on, and like, we both know that, like, Norwich's gay history when, like, you know, your club had its first couple of meeting on September 20th, right? JF: Yeah. SY: And I wonder if there is any way to sort of capture some of these stories of the, like, many, many closeted years of Norwich's history. So if you can think of any alum who are up to talking with me about their experiences when they were here in classes, decades, you know, in the decades before this, that would be great. JF: Yeah, definitely. And I – SY: And have you heard any stories? Have you heard any stories that you can tell? JF: I haven't heard a lot of stories, so my stories have always been, like, second-hand stories, so, like, definitely to get the names of the individuals you want to talk to, the two people I would say talking to is Dean Mathis, because, I mean, she was there when it was still two colleges, you know, when we had the off-campus civilian college. And she tells stories all the time about 23 students coming up to her, begging her for a club like this, and her always telling them, I mean, and this was the one thing she always regrets, is she used to tell them, like, "Listen, I'm scared for you." Like, "It's not that I wouldn't support you, that I don't think the university needs it," she goes, "I don't think I could protect you." You know, "I think you would physically be assaulted," or, you know. And that would be her advice to them, it's, like, not that I don't want to support you, but my advice to you is to stay safe, and I don't think you can safely do this. So she could probably give you some good names, I mean some really good names. And at the same time, President Schneider. Because President Schneider use to tell, I don't know, I forget the alumni, but he used to tell me, "We have an alumni who works in the Pentagon who used to, I want to say he used to be in the Navy, and now he's just a civilian contractor in the Pentagon. So he'll bring interns in and stuff like that, and they'll work for him for a couple of months, and at the end, he'll tell them, like, 'Hey listen, it really doesn't affect your internship, but I want you to know that I'm gay, and that we worked together for this entire time. So now that you go through your life, you know that, one, there are successful gay people out there, and we're just like everyone else.'" And then I think the alumni – I don't know if you've been – I'm sure you have been – in the main building, is it Jackson? Jackman. It's only been a couple of years, I'm already forgetting – my memory – so Jackman Hall, they have the long Corps of Cadets pictures, where they used to put the whole Corps of Cadets and they have the long ones, I guess the photographer, whoever used to be the regimental photographer for that, who actually came up with the idea to do the photograph like that is gay, and is open. I can't remember his name, President Schneider used to mention him from time to time in our meetings, when we had our one-on-one meetings together. So those are two individuals I would say definitely sit down with and talk, because they can give you, like, 10, 15 years ago, you know – I can tell you a couple when – SY: I'd love to get 40 years ago. JF: Yeah. SY: You know? I would love to do that. But I, you know, and this is the problem, of trying to turn over a queer history, and it's hard to do. But, you know, it would be great if I could get somebody from the '50s or the '60s to talk. But I don't think that'll happen, sadly. JF: I mean, with timing, Alumni Weekend, or as you hit up one alumni, maybe they give you a couple other names. I mean – SY: Yeah, yeah. 24 JF: There's definitely that domino effect out there. SY: Yeah. Yeah, yeah. All right, so I'm just wondering, my last question, any other people I should talk to? Any other students that were active with you at the time who you feel would want to be interviewed? JF: So right now, and she just got back from her study abroad from China, Rickie [Feitner?]. If you try to look up her Norwich email, her real first name is Rebecca, but everyone calls her "Rickie." She was extremely, extremely active. She was a freshman my senior year. Extremely passionate. Dr. Newman is an individual I'd talk to. She currently doesn't work at the university, she works in Delaware. The head of the Civic Center – SY: Oh, yeah, I've already met with her. JF: OK. Perfect. Nicole. SY: Dominico. JF: Yeah, Nicole. Who else? The – Dr. Kelly. He's – SY: Dr. Kelly, oh, yes? JF: Because he's in the engineer department now, if I'm tracking correctly, still. SY: Yeah, no, he is. He's still here. Was he very supportive? JF: Yeah, I mean, he was. Because he was always that father figure, like, he was very – oh. He always had that aspect of, like, he knew – it's not necessarily like he agreed with the lifestyle, but he knew it was the right thing to do. And he used to have this story about, like, you know, I don't know if it was his sister-in-law, but she had a wife. And he said, "I've never seen two people ever show so much love for each other or so much care for each other, than these two." SY: I think it's his cousin. JF: It's his cousin? SY: She's (inaudible) [00:43:51]. JF: OK. So yeah, he used to have a family member, and he used to tell that story. 25 SY: Yes. JF: But him and his wife showed up to the prom that night, and he said, like, you know, "In all my years here in Norwich, it's the first time I ever saw two same-sex individuals actually dance together, with each other. And they didn't care that I was watching." As a Commandant, or head of Student Affairs at the time, you know, one of the top officials, you know, for the university. I mean, he was extremely, extremely supportive. He was always one who never spoke quickly. He used to think before he spoke. You could just look at his face, and you know he was thinking. He always took that time to think before he spoke, which unfortunately, in society today is a lost art. I'm trying to think of other students, I mean, I can email you a list of other students. SY: Yeah, why don't you email me, just when you think about it. JF: Yeah. I mean, I can get you a list, but I want to give you full names. I already have, like, four or five people in my head, like, both allies and individuals who identified as either being gay or lesbian. I'm actually thinking of people who were on both sides of the issues, because I definitely want to have a full 360 of the event and the issues, and stuff like that. I mean, it was. There were some individuals who were gay who didn't agree with the club, or who didn't agree with the movement, and who were very content on being in the closet and this being an issue that was never brought up. So I think they definitely deserve to be heard as well. SY: And I really do think, you know, 20, 30 years from now it will be, some historian is going to go into the archives and be, like, look at this moment on this military campus, right? Look at the controversies, right? So the more people I can talk to who can speak to the issue and all the complexities about it. JF: Yeah, and definitely on the historical aspect, I said, like, I'm sure you have or you will talk to President Schneider, because I remember he got a call from VMI. And the four-star there pretty much called him and said, "Listen, I have – because of your college having this club founded, students want to found one at my college. And I have no clue on how to react to this. How did you deal with this?" I got an email from a girl in Taiwan who wanted to know how we could help them found their club. We mentored both the West Point and the Air Force Academy with getting their clubs started. We sent students down to a private school in Massachusetts to do lectures with them on how to be supportive of LGBT students, and stuff like that. So the scope of just how much instantaneous in one year we affected multiple universities and high schools and stuff like that was astounding. 26 SY: Yeah, it's pretty amazing. Do you think you to some degree you shifted the culture of the university too? Maybe not even in terms of gay issues, but in terms of (inaudible) [00:46:44]. JF: I think so. I think, I mean, it made people – it called a lot of people out on an issue. Because, I mean, a lot of people, I would say the cultural aspect undoubtedly, because I remember everyone used to be, like, you know, in public, because you know, it's taboo to be, like, oh, "I hate" – to openly say, like, "I hate a gay student." No one would openly say that and keep their job. And I remember Dr. Kelly got every faculty member – so not the academic staff, but all the other faculty. So all the Commandants, all the Sergeant Majors, all the support staff, and he brought them down to the Milano Ballroom and had a meeting. And afterwards, I went to Dean Mathis, and went, "How was this meeting?" She's like, "Josh," she's like, "You don't believe the beehive you just smacked." She's like, "An individual who I literally work" – because her office was combined with one of the Commandants' office, because they were redoing his office. She's like, "He sits there every day, sees you come in and talk to me about this club and about your movements, and about this stuff." She's like, "He is probably one of your least supporters." She said, "Behind closed doors, he doesn't believe this club should exist, he doesn't believe in your lifestyle, he doesn't believe in what you do." And she said, "Let me tell you this right now." She's like, "General Kelly put them all on notice." She was like, "That meeting officially was their official warning to HR. If they do anything" – because the big mentality really was, their concern was that a Commandant would turn their back. Like, say, like hypothetically, I was getting jumped or something like that, that they would turn their back and not do anything about it. Or, like of an event happened and a Commandant – because if the Commandants had to be on duty during these events, like if they had to show up, that was their biggest fear, is, like, if they would see something happening or know something was going to happen and not do anything about it. Which is kind of a shame to say if, you know, a 40, 50-year-old adult who the majority of them had prior military service. SY: Yeah. JF: But he put them all on notice that day. And I mean, it's the mentality, this was our faculty and staff. It was like, now you – it wasn't even the student body, you know, LGBT members were scared of. It was their own professors, their on Commandants, their own mentors, you know? I think we destroyed a big culture of fear. We definitely established that students can make a change, and students can question and still be successful. But yeah, a lot of stuff when it came to bullying, when it came to acceptance, I mean – and I always find it funny, because some of our individuals who were completely against us in the gay community would have never came out unless there was this controversy. It was, like, some of these individuals who were, like, "Oh, I know you've been gay for a year," or two years or three years. "You never had plans on coming out, not until this" – "I don't even care if you were against us," I was like, "But you came 27 out." So I'll take that as a win, because I know you may not thank me now, but in five years when you find your significant other and you're extremely happy, you know, you're going to thank me for that, 'Hey listen, four years ago I came out,' you may regret why you came out, or the stance you took when you came out. But you're out." So it's like, I'll take – SY: People evolve, right – JF: Yeah. SY: I mean they feel when they first come out, it's better than when— Here's where they (inaudible) [00:50:15], I'm sure they changed their mind. JF: Oh, like I said, I have complete empathy, because I know, I was in their shoes. Like I said, I was in high school making fun of individuals who were out. So, I can – I never held that against them, because I knew the process of what I went through when I came out. And I knew the process, I know the fear, I knew the pain. I knew the loneliness that can be there and the reaction of human nature, I want to be – you know, if it was cool, if it was okay and accepted, you wouldn't be a minority, you know? People don't make fun of the majority of people, you know? So therefore, you want to be in the majority, you want to be the accepted person. You want to be the cool side of the lunchroom, or whatever. So you naturally migrate towards them. And unfortunately, unless you have individuals who constantly remind you or keep you accountable, you do give up some of the aspects of who you are, or what you believe in, to assimilate to that culture. SY: Yeah. Did you get physically attacked at any point? Or just a lot of threats? JF: Oh no, just a lot of – I was a big muscular guy, I mean, I could – SY: Right. JF: I could handle myself. SY: [That's good?]. JF: No, like, and I was never fear – I mean, there were, I mean, like I said, there were definitely some staff members who were extremely afraid that, you know, that I would be beaten up, or if, you know – I was told never to walk around, like, at night, you know, alone. They had the cameras outside my room and all this other kind of stuff. But I never had fear, I mean my mentality in life has always been, like, I'm destined for greater things than being beat up, or 28 pushed down some stairs, or something like that. I'm, like, you know, that was never a fear of mine. SY: I don't know if I have any more questions, any last things to add? We covered a lot. JF: I think we did. I mean, it's definitely – I enjoyed it. SY: You enjoyed the interview, or just other – JF: Oh, I enjoyed Norwich, I enjoyed the interview, I enjoyed the events, I mean – SY: So you did this, yeah, and that's what's going to be great, that you really did enjoy Norwich. Even through all of this, how do you feel – I guess that's it. How do you feel now when you reflect upon your four years at Norwich? JF: Oh, I'm extremely proud of – I mean, I would go back again. People tell me all the time, like, I mean, I have a lot of coworkers from all the different military colleges, whether it's Citadel, VMI, West Point. I think I'm the only one who says, like, yeah, I'd go back and do it in a heartbeat again. Absolutely. Met a lot of people. I don't know, maybe it's just my first – because I'm not sure, I met some people from Norwich who said, like, "No, I'd never go back," I mean, between the knowledge I gained there, the connections I gained, the friendships I gained, you know, the high-speed pace that was between, like, okay, have to balance classes. I mean, I literally would leave my room at 6:00 in the morning for PT and usually not get back until 8:00 at night, just because between classes, meetings, sitting in the board of director's office, with President Schneider, and you know, all the Commandants, and voicing the opinions of the student body, whether it was through student government or the Corps leadership, or working with volunteer organizations, through Nicole's office, or working with Greg and student activities. I mean, I loved it. It offered so much. That's why it was shocking when people say, like, "Oh, I'm bored at Norwich," or, "There's nothing to do." I'm like, "There's absolutely an amazing amount. Norwich gives you the potential to be whoever you want to be and do whatever you want to do. You just have to be willing to actually tap into that potential, tap into the resources that are there, utilize them properly." And I mean, what you can do, where you can go is unlimited. And some places don't give you that opportunity. And, I mean, Norwich gave me the opportunity, and I feel that I utilized it to the best of my ability. SY: Well, that seems like a good place to end. Thank you for talking today. END OF AUDIO FILE

Consists of thesaurus used in indexing the public papers of Leonor K. Sullivan, housed in the Saint Louis University School of Law Library. ; SAINT LOUIS UNIVERSDY GE JK1323 1952 .S34 1989 c.3 THE HONORABLE Leo nor K. (Mrs. John B.) Sullivan A Guide to the Collection St. Louis University Law Library Saint Louis University Schoo( of Law 3700 Lirufeff B(vd., St. Louis, MO 63108 LEONOR K. SULLIVAN 1902-1988 A Guide to the Collection Researched and prepared by: Joanne C. Vogel Carol L. Moody Loretta Matt LAW LIBRARY ST. LOUIS UNIVERSITY 3700 LINDtLL BLVD. ST. LOUIS, MO 63108 Copyright 1989 Saint Louis University Law Library 00 ' ()) THE HONORABLE LEONOR K. SULLIVAN 1902-1988 TABLE OF CONTENTS I. Portrait of Leonor K. Sullivan II. Biography III. Sullivan Plaques and Awards IV. The Leonor K. Sullivan Collection V. List of Subject Headings LEONOR K. SULLIVAN Leonor K. Sullivan, the first woman from Missouri to serve in the United States House of Representatives, was born Leonor Alice Kretzer, August 21, 1902, in St. Louis. She attended public and private schools in St. Louis, including Washington University. Prior to her marriage, Mrs. Sullivan pursued a business career and eventually became the director of the St. Louis Comptometer School. She married Missouri Congressman John B. Sullivan on December 27, 1941, and served as his administrative assistant and campaign manager until his death in January, 1951. Following her husband's death, Mrs. Sullivan unsuccessfully attempted to win the local Democratic party's nomination to succeed Congressman Sullivan in the special election. The seat was lost to a Republican candidate. In 1952, Leonor K. Sullivan running on her own, without party support, defeated six opponents in the primary election to become the Democratic nominee for the Third Congressional District. In the general election, she defeated her Republican opponent and recaptured the seat once held by her husband. Mrs. Sullivan represented the Third Congressional District until her retirement in 1976. While in Congress, Leonor K. Sullivan was known as a champion of consumer issues and she had a key role in enacting legislation to improve the quality of food. The Poultry Inspection Law and the Food Additives Act are just two of her important triumphs. As chairman of the Subcommittee on Consumer Affairs of the House Committee on Banking and Currency, Mrs. Sullivan was responsible for the Consumer Credit Protection Act of 1968, which included the Truth in Lending Act, and the Fair Credit Reporting Act of 1970. Mrs. Sullivan also authored the original food stamp plan to distribute government surplus food to the needy and she worked to solve the housing problems in our cities. At the time of her retirement, she was the senior member of the House Committee on Banking, Currency, and Housing. She was a member of the National Commission on Food Marketing, 1964-66; the National Commission on Mortgage Interest Rates, 1969; the National Commission on Consumer Finance, 1969-72; and she helped found the Consumer Federation of America in 1966. Mrs. Sullivan served as chairman of the House Committee on Merchant Marine and Fisheries. Her support of the American Merchant Marine earned her the American Maritime Industry's Admiral of the Ocean Seas Award (AOTOS) in 1973. The men and women who served in the Coast Guard and the Merchant Marine continuously honored Mrs. Sullivan for her support, understanding, and dedication. Always active in waterways projects, she fought to allow the 51 year old DELTA QUEEN to continue as an overnight excursion vessel. Mrs. Sullivan's work as chairman of the Subcommittee on Panama was especially important as she became involved with the political, economic, and social challenges of the Canal Zone and the people who lived and worked there. Leonor K. Sullivan worked hard for St. Louis. She sponsored legislation to fund the development of the Jefferson National Expansion Memorial on the St. Louis Riverfront, to keep St. Louis a well managed port city on the Mississippi trade route, and to preserve the buildings so important to the history and heritage of St. Louis. Wharf Street has been renamed Leonor K. Sullivan Boulevard to honor her support of the Gateway Arch project and the Jefferson National Expansion Memorial. Following her retirement, Mrs. Sullivan returned to her river bluff home which overlooked the Mississippi River. She remained active in civic affairs, serving on numerous boards and committees. She became a director of Southwest Bank, chairman of the Consumer Advisory Council to the Board of Governors of the Federal Reserve System, a member of the Board of Directors of Downtown St. Louis, Inc., a member of the Lay Advisory Board of Mount St. Rose Hospital and Rehabilitation Center, and she sponsored a consumer award program through the Better Business Bureau. Mrs. Sullivan was always in demand as a featured speaker at business, educational, and social functions. In 1980, Mrs. Sullivan married Russell L. Archibald, a retired vice president of the American Furnace Company. Mr. Archibald died March 19, 1987. Leonor K. Sullivan died, in St. Louis, on September 1, 1988. SULLIVAN PLAQUES AND AWARDS The Sullivan Collection includes many awards, citations, plaques, letters of recogn1tlon, pictures, and other memorabilia. During her career, Mrs. Sullivan received over 200 awards, some of which are permanently displayed in the Law Library. 1. Missouri State Labor Council, AFL-CIO - a proclamation designating Leonor K. Sullivan as organized labor's First Lady. Presented September 8, 1976. 2. Robert L. Hague Merchant Marine Industries Post #1242 - Distinguished Service Citation for Mrs. Sullivan's work as Chairman of the House Merchant Marine and Fisheries Committee. 3. Oceanographer of the Navy - presented by RADM J. Edward Snyder, Jr., USN, Special Assistant to the Under Secretary or the Navy. 4. Panama Canal Gavel - made from one of the original beams of the Governor's House, the gavel was presented to Mrs. Sullivan by Governor W. E. Potter as a "token of appreciation for demonstrated interest in the Panama Canal and the Canal Zone Government." 5. Consulting Engineers Council of Missouri - expresses appreciation for Mrs. Sullivan's concern and understanding of the role of the consulting engineer. 6. St. Louis Democratic City Central Committee - Special Award recognizes Leonor K. Sullivan's "dedicated service to the people of Missouri, the United States of America, and the Democratic Party . ," presented September, 19, 1976. 7. Consumer Federation of America - CFA Distinguished Public Service Award, June 14, 1972. 8. Reserve Officers' Association, Missouri - President's Award recognizing Mrs. Sullivan's service to the nation during her 24 years in Congress. 9. American Waterway Operators, Inc. - recognizes Mrs. Sullivan's " . Instrumental Role in the Development of the Inland Waterways of the United States." I 0. American Institute of Aeronautics and Astronautics, St. Louis Section - 1976 Civic A ward for Outstanding Contributions to Communities and Nation during 24 years in the House of Representatives, May 11, 1976. 11. Federal Land Banks 50th Anniversary Medal - " . awarded in 1967, to Leon or K. Sullivan for outstanding contributions to American Agriculture." 12. St. Louis Board of Aldermen - Resolution #101 (March 12,1976) honoring Mrs. Sullivan for her 24 years in Congress. 13. Human Development Corporation of Metropolitan St. Louis - Certificate of Recognition, September 29, 1978. 14. Older Adults Special Issues Society (OASIS) - Confers honorary membership upon Leonor K. Sullivan, August 22, 1974. 15. National Health Federation - Humanitarian Award, October 11, 1958 - especially recognizes Mrs. Sullivan's efforts for protective legislation against injurious additives in food and beverages. 16. U.S. Merchant Marine Academy, Kings Point, New York - an award presented to Mrs. Sullivan by the Alumni of Kings Point. 17. American Numismatic Association - a 1972 award presented to Mrs. Sullivan for her generous support. 18. Official Hull Dedication for New Steamboat - replica of the dedication plaque unveiled by Mrs. Sullivan in Jeffersonville, Indiana, November 11, 1972. Hull 2999 was the official designation of the new passenger riverboat being built for the Delta Queen Steamboat Company. The dedication also recognized Leonor K. Sullivan's successful legislative efforts on behalf of the DELTA QUEEN. 19. Jewish War Veterans of the United States, Department of Missouri - 1963 Americanism Award for "her unselfish devotion and untiring efforts on behalf of all Missourians regardless of race or creed." 20. National Marine Engineers' Beneficial Association, AFL-CIO - recognizes Mrs. Sullivan's service and support of the U.S. Merchant Marine, February 26, 1975. 21. Child Day Care Association - 1973 award for sponsoring child welfare legislation. 22. St. Louis Democratic City Central Committee - 1973 Harry S. Truman Award. 23. Seal of the Canal Zone Isthmus of Panama - a wooden copy of the Seal "presented in appreciation to Hon. Leonor K. Sullivan . " Canal Zone; Masters, Mates, and Pilots Association; National Maritime Union; Central Labor Union; Joint Labor Committee, 1969. 24. Atlantic Offshore Fish and Lobster Association - recognizes Leonor K. Sullivan's efforts to preserve and protect the Northwest Atlantic Fishing Industry, June, 1973. 25. Photographic portrait of President and Mrs. Johnson inscribed to Leonor K. Sullivan. 26. Photographic portrait of Lyndon Johnson inscribed to Leonor Sullivan. 27. Photographic portrait of Hubert H. Humphrey inscribed to Congressman (sic) Leonor K. Sullivan 28. H.R. I 0222 - Food Stamp Act of 1964 - first page of the engrossed copy of the bill, signed by John McCormack, Speaker of the House. 29. St. Louis University School of Law - Dedication of the New Law School, October 17-18, 1980 - recognizes Mrs. Sullivan's leadership gift. 30. West Side Baptist Church Meritorious Achievement Award, 1974. 31. Inaugural visit to St. Louis of the MISSISSIPPI QUEEN, July 29, 1978. 32. Gold-framed reproduction of a portrait of Mrs. Sullivan which hangs in the Longworth House Office Building. 33. Flora Place Association, November 4, 1976 - an award recognizing Mrs. Sullivan's 24 years in Congress. 34. St. Louis Police Relief Association, July 24, 1974. 35. St. Louis Argus Distinguished Citizen's Award, 1978. 36. George M. Khoury Memorial Award- "Woman of the Year," February 2, 1974. 37. Distinguished Service to the United States Coast Guard, February, 1976. 38. National Association of Mutual Insurance Agents - Federal Woman of the Year, October 12, 1974. 39. Chief Petty Officers Association, United States Coast Guard - Keynote speaker at Sixth Annual Convention, October 7-12, 1974, in St. Louis, MO. 40. Home Builders Association - Distinguished Service A ward, November 7, 1970. 41. Young Democrats of St. Louis - Distinguished Service Award, 1964. 42. Bicentennial Year Award, 1976 - a Waterford crystal bell and base presented to Mrs. Sullivan during the nation's Bicentennial. 43. Cardinal Newman College - Mrs. Sullivan's Cardinal Newman College Associates membership certificate presented during her tenure as Chairman, Board of Trustees, November 3, 1981. THE LEO NOR K. SULLIVAN COLLECTION Before her retirement, Leonor K. Sullivan made arrangements to donate her congress ional papers, correspondence, and memorabilia to St. Louis University Law Library. Mrs. Sullivan chose St. Louis University Law Library because her husband, Congressman John B. Sullivan (1897 -1951 ), was a graduate of the law school, having received his LL. B. degree in 1922, and his LL. M. degree in 1923. In 1965, Mrs. Sullivan founded a scholarship at St. Louis University for young women interested in studying political science. The collection covers Mrs. Sullivan's 24 years in the U.S. House of Representatives and is arranged according to her own subject headings. In this way, the materials provide insight into the way her office files and correspondence were organized. Mrs. Sullivan was known as one of the hardest working members of Congress and the wealth of materials in her collection attests to this. She had a tremendous concern for the average American family and much of her work dealt with their needs. Mrs. Sullivan often said the · best legislative ideas came from constituents, so she read every letter ever sent to her. Not only did she learn how the voters felt about current issues, but where there were problems which needed to be current issues. Papers from Leonor K. Sullivan's years as a member of the House Merchant Marine Committee and the Banking and Currency Committee provide background information for much of the legislation proposed during the period. Mrs. Sullivan was known as a consumer advocate long before such a position was popular and her efforts to improve the quality of food, drugs, and cosmetics are well documented. Materials are also available on Mrs. Sullivan's struggle for credit protection for the consumer, truth-in-lending, and fair credit reporting. Mrs. Sullivan was a strong supporter of the American Merchant Marine, the U.S. supervision of the Panama Canal, and the development of America's inland waterways. Her collection includes in-depth information on all these areas. Local St. Louis concerns are well represented in Leonor K. Sullivan's papers. She spent untold hours on the development of the Gateway Arch, the Jefferson National Expansion Memorial, and the port of St. Louis. She worked hard to maintain and increase the river traffic which is so important to St. Louis. After her retirement, Mrs. Sullivan continued to receive letters from former constituents and friends. She was active in civic affairs and her opinion on current issues was frequently solicited. The collection includes newspaper clippings, letters, and personal materials from this post-retirement period. Persons interested in using the Leonor K. Sullivan Collection should contact Joanne C. Vogel or Eileen H. Searls at St. Louis University Law Library, (314)658-2755. Written requests for information may be sent to: St. Louis University Law Library Leonor K. Sullivan Collection 3700 Lindell Blvd. St. Louis, MO 63108 Arthritis Research Arts Arts and Humanities see also Grants--National Endowment for the Arts Grants-- National Endowment for the Humanities Assassination of John F . Kennedy see Kennedy, John F. - -Assassination Assassinations--Select Committee to Investigate see Select Committee to Investigate Assassinations Atlantic Convention Atlantic Union Atomic Accelerator Laboratory Atomic Bomb--Fallout Shelter see a/ SO Nuclear Weapons-- Radioactive Fallout Atomic Energy see also Nuclear Energy Nuclear Weapons Auto Inspection Safety Auto Insurance Auto Insurance and Compensation Study Automotive Industry Automotive Transport Research and Development Act Aviation see a/ SO Airlines, Airport and Airway B-1 Program Development Act Airports Civil Aeronautics Board Concorde Supersonic Tra nsport Federal Aviation Administration Banking and Currency Committee Banking and Currency Committee-- Aluminum Penny Bill Banking and Currency Committee--Area Redevelopment Program Banking and Currency Committee Failures see a/so Independent Bankers Association of America Banking and Currency Committee- -Bank Holdings Company Act see a/so Banking and Currency Committee-­Citicorp Banking and Currency Committee--Bank Holding Company Issues Banking and Currency Committee--Bank Lobbying Banking and Currency Committee--Bank Mergers 83nking and Currency Committee- -Bank Protection Act of 1968 Banking and Currency Committee- -Bank Safety Regulations Banking and Currency Committee--Bank Security Measures Banking and Currency Committee--Banking Act of 1965 Banking and Currency Committee -- B a nk i11~ Changes Banking and Currency Committee- ­Bankruptcy B:mking and Currency Committee--Taxation Banking and Currency Committee--Trust Activities Ban king and Currency Committee-- Certificates of Deposit Banking and Currency Committee--Citicorp see also Bank Holding Company Banking and Currency Committee-- Committee Business Banking and Currency Committee-­Committee Notices Banking and Currency Committee-- Conferee Banking and Currency Committee-­Congressional Record Entries Banking and Currency Committee-­Consumer Credit see also National Commission on Consumer Finance Banking and Currency Committee-­Correspondence with Boyd Ewing Banking and Currency Committee--Credit Information Ban king and Currency Committee-- Credit Union Financial Institutions Act Banking and Currency Committee--Credit Unions see also General Accounting Office- - Credit Unions Banking and Currency Committee- - Credit Unions--Insurance on Deposits Banking and Currency Committee- - Credit Unions--National Credit Union Bank Bill Banking and Currency Committee--Credit Uses Reporting Act of 1975 Banking and Currency Committee- - Debt Collection Banking and Currency Committee -- Defense Production Act see a[ so Joint Committee on Defense Production Banking and Currency Committee-­Democratic Caucus Banking and Currency Committee-­Disclosure Act Banking and Currency Committee-- Economic Development Act ee a[ SO Economic Development Banking and Currency Committee-- Economic Stabilization Act --Amendments B3nking and Currency Committee -- Economic Stabilization Act -- Correspondence Banking and Currency Committee-- Economic Stabilization Act--Mark-Up Session Banking and Currency Committee-- Economic Stabilization Subcommittee Banking and Currency Committee-- Emergency Financial Assistance Act see a[ so Banking and Currency Committee- ­lntergovermental Emergency Assistance Act Banking and Currency Committee--New York City-- Correspondence Banking and Currency Committee--New York City- -Legislation Banking and Currency Committee--Energy Conservation Legislation see also Energy Conservation Banking and Currency Committee--Export Control see a/so Export Administration Act Export Control Act International Trade Commission Banking and Currency--Export/Import Bank Banking and Currency Committee- -FINE Study (Financial Institutions and the Nation's Economy) Banking and Currency Committee- -FINE Study--Hearings Banking and Currency Committee--Farmers Home Administration- ­Low Interest Loans Banking and Currency Committee-- Financial Reform Act of 1976 Banking and Currency Committee--Gold Backing and Federal Reserve Notes Banking and Currency Committee- -Gold Price Banking and Currency Committee- ­Insurance see also Insurance Banking and Currency Committee-­Interamerican Bank see also Agency for International Development Banking and Currency Committee--Interest Rates see also Interest Rates Banking and Currency Committee--Prime Interest Rate Banking and Currency Committee- -Savings and Loans- - Interest Rates Banking and Currency Committee-- Interest Rates-- Hearings Banking and Currency Committee- ­Intergovernmental Emergency Assistance Act see a/so Banking and Currency Committee-­Emergency Financial Assistance Act Banking and Currency Committee- ­International Banking Act Banking and Currency Committee-- International Development Association Banking and Currency Committee-- International Monetary Policy see a/ o Banking and Currency Committee- - Monetary Policy Banking and Currency Committee--Laws of the State of Missouri Relating to Banks and Trust Companies Banking and Currency Committee-­Lockheed Case Banking and Currency Committee-­Monetary Policy see also Banking and Currency Committee-­International Monetary Policy Banking and Currency Committee-­Subcommittee on Domestic Monetary Policy Banking and Currency Committee-- Mortgage Interest Rates see also Federal National Mortgage Association Banking and Currency Committee-­Mortgage Interest Rates--District of Columbia Banking and Currency Committee-­Mortgage Interest Rates--Hearings Banking and Currency Committee--Mutual Savings Banks Banking and Currency Committee--National Commission on Productivity and Work Quality Banking and Currency Committee--National Consumer Cooperative Bank Act see also Consumer Interest--Miscellaneous Banking and Currency Committee--National Consumer Cooperative Bank Act see a/so Consumer Interest--Miscellaneous Banking and Currency Committee--New York City-­Correspondence see also Banking and Currency Committee- ­Emergency Financial Assistance Banking and Currency Committee--New York City- - Legislation see also Banking and Currency Committee-­Emergency Financial Assistance Banking and Currency Committee--NOW Account Banking and Currency Committee--One Bank Holding Company Bill Banking and Currency Committee--One Bank Holding Company Bill- -Clippings Banking and Currency Committee--One Bank Holding Company Bill- - Committee Information Banking and Currency Committee--One Bank Holding Company Bill--Letters Banking and Currency Committee--One Bank Holding Company Bill--Reports from Interested Groups Banking and Currency Committee--One Dank ll nlclinR c: . np:111y Bill-- Reports from Other Agencies Banking and Currency Committee--Penn Central see a/so Railroad Legislation Banking and Currency Committee--Prime Interest Rates see a/so Interest Rates Banking and Currency Committee--Record Maintenance in Banking Institutions Banking and Currency Committee-- Recurring Monetary and Credit Crisis Banking and Currency Committee-- Reven ue Bonds Banking and Currency Committee--Safe Banking Act Banking and Currency Committee- - St. Louis Banking Banking and Currency Committee-- Savings and Loan Companies see a/so Housing-- Savings and Loans Housing--Savings and Loans Bill Housing--Loans Banking and Currency Committee- -Savings and Loan Companies-­Holding Companies Banking and Currency - - Savings and Loan Companies-- Interest Rates see a/so Interest Rates Banking and Currency Committee--Interest Rates Banking and Currency Committee-- Savings and Loan Companies-­Investigation Banking and Currency Committee--Silver Banking and Currency Committee--Small Business see a/so Sma ll Business Administration Poverty Program-- St . Louis Small Business Development Center St . Louis--Small Business Administration Banking and Currency Committee- - Steering Committee Banking and Currency Committee-­Subcommittee on Domestic Monetary Policy ,,,.,. also Banking and Currency Committee- ­Monetary Policy Banking and urrt!ncy Committee--Swiss Bank Accounts Uanking and Currency Committee--Taxing of National Banks Banking and Currency Committee- - Variable Interest Rate Mortgage Loans Bankrupt see Banking and Currency Committee -­Bankruptcy Barge Lines see also Federal Barge Lines Dccf Research and Information Act n ct•J" Ucllcr Communities Ad see Housing--Better Communities Act Bicentennial Civic Improvement Association see a/ SO American Revolution Bicentennial Bicentennial Civic Improvement Bicentennial Coinage see also Coinage Bicentennial Material Billboards Association-- Clippings see Highways-- Beautification- - Billboards Birth Control see also Family Planning Illegitimacy Population Growth Sex Education Black Lung Act see also Coal Black Militants see Militants Mine Safety Act see also Negroes--Black Militants Bl ackman's Development Center Blind see also Handicapped Blood ::,ee Health -- Blood Banks Blumeyer P roject see Housing-- Blumeyer Project Boating see also Coast Guard Boggs , Hale Bookmobile National Safe Boating Week Recreation see Education --Bookmobile Books Sent to Libraries and Schools see also Lib raries Bowlin Project see Housing -- Bowlin Project for the Elderly Braceros see National Commission on Food Marketing Bracero Study Brazil see Foreign Affairs- - Brazil Bretton Woods Agreement Bride's Packet see Publications --Packets for the Bride Bridges see Martin Luther King Bridge Buchanan, Mrs. Vera Budget see also Management and Budget, Office of Budget and Impoundment Control Act Budget Material Building Sciences Act see Housi ng-- Building Sciences Act Bur"r'u of Standards see Food and Drug Administration--Bureau of Standards Bus Service see also Transi t -- Bi- State Business and Professional Women's Clubs see also Women's Organizations Busing see Education- - Busing Buy American Act Care see Foreign Affairs--Care Cabanne Turnkey Project see Housing--Cabanne Turnkey Project Calley, William L. Cambodia see Foreign Affairs - -Cambodia Campaign Conference for Democratic Women see a/so Women in Politics Campaigns Campus Riots see also Education--Campus Unrest Cancer see a/ SO Medical Insurance for Radiation Treatment Cannon Dam see Conservation--Cannon Dam Capital Punishment Capitol- - United States Carpentry see Housing--Building Sciences Act Catalog of Federal Assistance Programs Cattle see Food and Drug Administration- -Cattle Cemeteries see National Cemeteries Census see also Population Growth Central Intelligence Agency Century Electric Company see National Labor Relations Board-­Century Electric Company Chain Stores see National Commission on Food Chamber of Commerce Cha rities Marketing- -Chain Stores Child Abuse and Neglect Child and Family Services Act see a/so Comprehensive Child Development Act Child Care see Poverty Program--Day Care Centers see also Poverty Program--Head Start Centers Poverty Program- -St. Louis Day Care St. Louis Day Care Child Protection Act Children , Youth , Maternal, and Infant Health Care Programs Chile see Foreign Aff:1irs--Chile Chirm sec Foreign Affairs--Red China China's Art Exhibit Cigarette Advertising Cities see Urban Affairs see a/so Housing--Urban Renewal Revenue Sharing Citizenship see Immigration -- Naturalized Citizens City Planning see a/ 0 Urban Affairs Civil Aeronautics Board see a/so Federal Aviation Administration Aviation Civil Air Patrol Civil Defense see also Emergency Preparedness Missouri--Disaster Area Civil Rights- -Clippings see also Integration Militants Negroes--Black Militants Negroes--National Assocation for the Advancement of Colored People Civil Rights- -Discharge Petition Civil Rights-- Equal Employment Opportunity see a/so Equal Employment Opportunity Equal Opportunity Civil Rights- -Equality for Women see a/so Women- -Equal Rights Amendment Civil Rights-- Housing see a/so Housing--Fair Housing Housing--Open Negroes--Housing Civil Rights- -Ireland's Roman Catholics Civil Rights--Legislation Civil Rights--Mississippi Seating Civil Rights --Pro Civil Rights-- Webster Groves Incident Civil Service Health Benefits Civil Service Legislation see also Federal Employees Civil Service Retirement Clara Barton House Clean Air Act see also Air Pollution Pollution Coal see a/ SO Black Lung Act Energy Crisis Mine Safety Act Mineral Resources Coal Mine Surface Area Protection Act see a/ so Mining Coal Slurry Pipeline Act Coal Tar Products see Food and Drug Administration- - Hair Dye Coast Guard see also Boating National Safe Boating Week Coastal Areas see a/so Outer Continental Shelf Lands Coca-Cola Bottling Company Cochran Apartments see Housing--Public Housing-Cochran Apartments Coinage Sl!l' a/ SO Bicentennial Coinage National Stamping Act Colleges and Universities see Education- - College Loan Program see a/so Schools--College Debate Color Additives see Food and Drug Administration--Color Additives Commemorative Postage Stamp for Jeannette Rankin Commemorative Stamps see a/so Kennedy, John F . First Day Cover Issues see Food and Drug Administration-­Cranberries Creating a Joint Committee to Investigate Crime Credit Unions see Banking and Currency Committee- ­Credit Unions see a/so General Accounting Office- - Credit Unions Crime--Bail Reform Act Crime--General see a/so J oint Committe to Investigate Crime Juvenile Delinquency Law Enforcement Assistance Administration Prisons Crime--Gun Control Crime--Riots see a/so Housing--Insurance--Riots Crime--Riots- - Clippings Crime- - Switch - -Blades Cruelty to Animals Current River see Conservation--Current River Power Line Customs Bureau Cyprus see Foreign Affairs - -Cyprus Czechoslovakia see Foreign Affairs--Czechoslovakia Daily Digest see Panama Canal--Daily Digest Dairy Products see Milk see a/so Food and Drug Administration-­Milk Dams see Lock and Dam 26 Conservation- - Cannon Dam Danforth Foundation see a/ 0 Foundations Darst- -Webbe Public Housing see Housing- - Public Housing--Darst-Web be Davis- -Bacon Act see Labor- - Davis-Bacon Day Care Centers see Poverty Program--Day Care Center see a/ 0 Poverty Program--St. Louis Day Care St. Louis Day Care Daylight Savings Time Deafness see Hearing Aids Death with Dignity Debt Ceiling Bill See a/so Goverment Debt National Debt Decontrol of Certain Domestic Crude Oil see a/so Oil Leases Defense ee a/ 0 Nation:1l Defense Defense Appropriations see a/ SO Military Construction Appropriation Bill Military Expenditures Military Pay Military Procurement Defense Contracts See a/so Federal Government Contract Legislation Military Procurement Defense Mapping Agency Sl!£' n/so Aeronautical Chart and Information Center Defense Production Act see Banking and Currency Committee-­Defense Production Act .\Ce a/ so Joint Committee on Defense Production Defense Production, Joint Committee see Joint Committee on Defense Production Delta Queen Delta Queen-- Clippings Delta Queen--Correspondence Delta Queen- -Extend Exemption Delta Queen/Mississippi Queen--Clippings Delta Queen/Mississippi Queen-- Correspondence Democratic City Central Committee Democratic Clubs Democratic Coalition Party Democratic Convention--1972 Democratic Convention--1976 Democratic National Committees Democratic Organizations Democratic Party see a/so Banking and Currency Committee-­Democratic Caucus Campaign Conference for Democratic Women Democratic State Committees Democratic Cities see Housing- - Democratic Cities Dental Health see Health--Dental Deodorant see Food and Drug Administration-­Deodorant Department of Housing and Urban Development see Housing- -HUD Department of Labor see Grants--Department of Labor--St . Louis Department of Peace see Peace, Dept. of Department of the Interior see Grants--Department of the Interior-- St. Louis Department of Transportation see Grants--Department of Transportation-- St. Louis Desoto-- Carr Project see Housing- - Desoto-Carr Project Detention see Emergency Detention Act Development Bank ·ce Housing--Na tional Development Bank Diabetes Research see a/so National Diabetes Advisory Board Diet Foods see Food and Drug Administration--Diet Foods Digestive Diseases :,ee National Digestive Disease Act of 1976 Direct Popular Election of the President Disabled American Veterans see Veteran's Organizations Disarmament see also Arms Control Postal Boutique Commission of Consumer Finance see National Commission on Consumer Finance Commission on Federal Paperwork Commission on Food Marketing sec National Commission on Food Marketing Commission on History and Culture :see Negroes-- Commission on History and Culture Commission on Neighborhoods see National Commission on Neighborhoods Committee on Political Education see Political Education, Committee On Committee on P opulation Crisis see Population Crisis Committee Committee on Standards of Official Conduct Committee Reform Commodity Exchange Act see also Re- Pricing Commodities Commodity Futures see a/so Re- Pricing Commodities Common Cause Communications see also Federal Communications Commission Communism Radio Telecommunications Television Community Development Act Community Services Administration Comprehensive Child Development Act see a/so Child and Family Services Act Comprehensive Employment and Training Act see also Employment Compton--Grand Association see Housing Compton-Grand Association Comptroller General of the United States Concorde Supersonic Transport see also Aviation Concentrated Industries Anti - Inflation Act see also Inflation Congress- - 91st Congress--9lst--Senate Subcommittees Congress- -92nd Congress- -93rd Congress--94th Congress--94th--Majority Rpt . Congress--94th--Member's Pay Raise see a/ so Congressional and Civil Service P ay Raise Congress- -Committee on House Administration Congress-- Economic Committee see J oint Economic Committee Congress-- House Beauty Shoppe Congress--House Budget Committee Congress- - House Unamerican Activities Committee see a/ so Internal Security Congress- - Redistricting SC'(' Missou ri - - Redistricting Congress--Rules of Congressional and Congress--Scandals see a/ 0 Powell, Adam Clayton Congressional and Civil Service Pay Raise see a/ o Congress- - 94th- -Member Pay Raise Federal Pay Raise Congressional Fellowship Congressional Office--Payroll Congressional Pay Raise Congressional Record Inserts see a/so Jefferson National Expansion Memorial Congressional Record Inserts Congressional Reorganization see a/ 0 Legislative Reorganization Act of 1970 Congressional Travel Conservation --Cannon Dam see a/so National Park Service Parks Conservation --Current River Power Line Conservation --Eleven Point River Conservation-- Harry Truman Dam Conservation- -Lock Dam 26 see Lock and Dam 26 Conservation--Meramec Basin Conservation--Meramac Park Reservoir Conservation- -Meramac Recreation Area Conservation- -Mineral Resources see Mineral Resources Conservation --Miscellaneous see a/so Recycling Waste Conservation- - Recreation Area Conservation--Redwood National Park Conservation--Upper Mississippi River National Recreation Area see a/so Upper Mississippi River Basin Commission Conservation-- Water Resources see a/so Water Resources Planning Act Conservation-- Wild Rivers Conservation - - Wilderness Conservation -- Wildlife .\ee a/ :so Lacey Act Constitutional Changes Consumer Credit see Banking and Currency Committee--Consumer Credit see also National Commission on Consumer Finance Right to Financial Privacy Act Consumer In terest Miscellaneous see a/so Banking and Currency Committee- ­National Consumer Cooperative Bank Act National Commission on Food Marketing-- Consumer Information Publications-- Packet for the Bride Consumer Prod uct Information Bulletin see a/so Publications- -Consumer Product Information Copyright Legislation Copyrights Cosmetics see Food and Drug Administration- - entries Cosmetologists see National Hairdressers and Cosmetologists Cost of Living Council Cost of Living Task Force Council of Catholic Women see a/so St. Louis Archdiocesan Council of Catholic Women Women-- Organizations Cranberries Diseased Pets District of Columbia see also Home Rule-- District of Columbia Doctors see Immigration--Foreign Doctors see a/so Education--Nurses and Medical Students/Medical Schools Health Manpower Bill Douglas, William 0 . see Impeachment (Justice Douglas) Draft Dru'g Abuse see a/so Alcoholism, Narcotics Drug Abuse Office and Treatment Act Drug Advertising Drug Cases Drug Cost Drug Legislation Drug Regulation Drug Testing and New Drugs Drugs, Baby Asprin Drugs, Chemical Names Drugs, Factory Inspection Drugs, Habit- Forming Drugs, Interstate Traffic Drugs, Krebior:en see a/so Krebiozen Drugs, Strontium 90 see a/so Strontium 90 Drugs, Thalidomide see also Thalidomide Earthquakes East - West Gateway Coordinating Council see a/so St. Louis--East West Gateway Coordinating Council East St. Louis Convention Center Ecology see also Environmental Education Act Economic Committee see Joint Economic Committee Economic Development see a/so Banking and Currency-- Economic Development Act Economic Development Administration see a/so Grants--Economic Development Administration Economic Program Economic Summit Conference Economics--Joint Economic Committee see Joint Economic Committee Editorials--KMOX-TV see Radio and T elevision --Editorials Education see a/ so Schools Ed ucntion --Adult see a/ SO Adult Education Missouri - -Adult Education Act Education--Aid to Parochial Schools see a/so Aid to P arochial Schools Education --Federal Aid to Education Parochial Schools Education- - Aid to Private Schools See a/ 0 Aid to Private Schools Education --Federal Aid to Education Private Schools Education--Appropriations Education -- Bookmobile see a/ 0 Bookmobile Libraries Education--Busing see also Busing Integration Education--Campus unrest see also Campus riots Militants Education -- Clippings see ah;o Schools - - Clippings Education--College Loan Program see a/so Colleges and Universities Education--Higher Education Education--St udent Aid Bill Loans- - Student Student Loans Education- -Elementary and Secondary see also Schools Education--Federal Aid to Education see a/so Education--Aid to Parochial Schools Education-- Student Aid Bill Federal Aid to Education Education-- F ederal Charter for Insurance and Annuity Association see ah;o Insurance Education -- Food and Nutrition Program see a/ SO School Lunch Program School Milk Program Education--HEW Appropriations see also Health , Education and Welfare Education--Higher Education see also Education-- College Loan Program Education --Student Aid Bill Higher Education Missouri -- University Education- - Miscellaneous see also Quality Education Study Education--National Defense Education Act see a/so National Defense Education Act Education- - Nurses and Medical Students see also Doctors Heal t h Manpower Bill Medical Education Medical Schools Nurse Training Act Nurses Education-- Residential Vocational Education see also Education- - Vocational Education Vocational Education Education--Student Aid Bill see also Education- - College Loan Program Education--Higher Education Education --Federal Aid to Education Loan-- Student Student Loans Education --Tax Deductions for Education see a/ SO Taxes- - Deduction for Education of Dependents Education- - T eachers Corps see a/ ·o Teachers Corps Education-- Upward Bound Branch see also Upward Bound Education--Vocational Education see also Vocational Education Educational Grants Grants - - Educational Grants--HEW-- Public Schools Egypt see Foreign Affairs--Egypt Eisenhower, Dwight David Eisenhower College Elderly see also Aging National Institute on Aging Older Americans Act Elderly-- Employment Opportunities see also Employment Opportunities for the Elderly Older Americans Act Elderly - - Housing see Housing--Bowlin Project for the Elderly see also Housing--Elderly Election Laws see Missouri--Election Laws Election Reform see also Voting Rights Act Election Reform--Post Card Registration see alSO Post Card Registration Voter Registration Elections Commission Electoral College see also Direct Popular Election of the President Electric and Hybrid Research, Development and Demonstration Act of 1976 ee also Energy Conservation and Electric Power Electricity see Lifeline Rate Act Conversion Act of 1976 Elementray and Secondary Education Eleven Point River see Conservation- -Eleven Point River Elk Hills Oil Reserve see also Oil Leases Emergency Detention Act see also Detention Emergency Employment see also Employment Emergency Livestock Credit Act See a/so Agriculture Emergency Rail Transportation Improvement and Employment Act See Railroads--Emergency Rail Transportation Improvement and Employment Act Emergency Rooms see Medical Emergency Transportation and Services Act Emergency Security Assistance Act Emergency Telephone Number see a/ 0 Nine One One Emergency Unemployment Compensation Assistance ·ee a/so Unemployment Compensation Emergency Utility Loans and Grants for Witerizing Homes see a/ o Utility Loans Employment See a/ 0 Comprehensive Employment and Training Act Immigration Labor entries Manpower Minimum Wage Unemployment Employment- - Equal Opportunity Employment of the Handicapped see also Handicapped Labor--Handicapped Workers Employment Opportunities for the Elderly see Elderly --Employment Opportunities Endowment for the Arts see Grants--National Endowment for the Arts Endowment for the Humanities see National Endowment for the Humanities Energy-- Correspondence Energy Conservation see also Banking and Currency Commission--Energy Conservation Federal Power Commission Natural Gas Act Protection of Independent Energy Conservation and Conversion Act of 1976 see also Electric & Hybrid Research, Development & Demonstration Act of 1976 Energy Crisis SC'e also Coal Fuel for Cars Gas and Gasoline and Oil Allocations Oil Imports Oil Leases Energy Crisis-- Correspondence Energy Crisis--Material Energy Excerpts Energy Independence Act of 1975 Energy- - Information & Material see also Arctic Gas Project Energy Research and Development Environmental Education Act see also Ecology Environmental Pesticide Control Act of 1976 see alSO Pesticides Environmental Policy Act Environmental Protection Agency see also Grants--Environmental Protection Agency-- St. Louis Equal Employment see a/so Civil Rights- -Equal Employment Opportunity Minority Groups Women--Employment Opportunities Equal Employment Opportunity Commission Equal Opportunity see a/so Civil Rights-- Equal Employment Opportunity Equal Pay for Equal Work !:>Cl! also Women--Employment Opportunities Equal Rights- - Clippings Equ al Rights for Women see a/so Women--Equal Rights--Material Equal Time ee a/ ·o Federal Communications Commission Euclid Piau Radio Television see Housing--Euclid Plaza Excess Property see Missouri - - Excess Property see Federal Excess Property Executive Reorgan ization Export Administration Act see a/so Banking and Currency--Export entries Export Control Act see a/so Banking and Currency Committee -­Export Control FBI see Federal Bureau of Investigation FCC see Federal Communications Commission FDIC see B & C Federal Deposit Insurance Corporation Fair Labor Standards Act see Labor--Fair Labor Standards Fair Plan see Insurance --Fair P lan Fair Trade see also Trade--Expor ts and Imports Fallout Shelters see Atomic Bomb--Fallout Shelters see Nuclear Weapons--Radioactive Fallout Family Assistance Act see also Welfare Welfare--Family Support Family Assistance Material and Clippings See a/so Welfare--Clippings Family Assistance Plan Family Fare see Publications--Family Fare Family Planning see a/ so Birth Control Illegitimacy P opulation Growth Sex Education Family Planning Services Act Family Week see National Family Week Farm Bill see Agriculture--Farm Bill Farm Workers see also Agriculture National Commission on Food Marketing--Bracero Study Federal Advisory Committee Act Federal Aid to Education see Education --Federal Aid to Education Federal Aviation Administ ration see also Aviation Civil Aeronautics Board Federal Barge Lines see a/ so Barge Lines Federal Buildi ngs see a/ so Public Buildings Federal Bureau of Investigation Federal Communications Commission see also Communications Equal Time Radio and Television Television Federal Deposit Insurance Corp see also FDIC Federal Employees See a/ SO Civil Service Legislation Federal Excess Property see a/so Excess Property Missouri --Excess Property Fede ral Government Contract Legislation see a/so Defense Contracts Federal Home Loan Bank Board Federal Housing Administration see Housing-- Federal Housing Administration Federal Judical Center see also J udiciary Federal Land Bank of St. Louis see also Land Bank Federal National Mortgage Association see a/so Banking and Currency--Mortgage Interest Rates Mortgages and Interest Rates Federal Pay Raise see a/so Congressional and Civil Service Pay Raise Federal Power Commission see a/so Energy Conservation Fuel and Energy Resources Commission Lifeline Rate Act Federal Reserve System Federal Trade Commission Federal Voting Assistance Program see a/so Voter Registration Federation of Independent Business see National Federation of Independent Business Feed Grain see a/so Agriculture Food and Drug Administration-- Grain Grain Purchases Fetal Experimentation see Health , Education and Welfare--Fetal Experimentation Fi nancial Disclosure see a/so Right to Financial Privacy Act Financial Institutions Act Fire Protection see a/so National Academy for Fire Prevention & Central Site Selection Board Fish and Fish Products see a/so Food and Drug Administration-­Fish Fish Inspection Food and Drug Administration-- Trout Trout see a/so Inspection , Food Fl ag Day Flood Control Meat Inspection Poultry Inspection see a/so St. Louis- - U.S. Army Corps of Engineers Flood, Daniel J. Upper Mississippi River Basin Commission see P anama Canal--Correspondence- - Flood, Daniel J . Flood Insurance Program see a/so Insurance--Flood National Flood Insurance Program Flood Protection Project see also St. Louis--U.S. Army Corps of Engineers Floods see a/so Missouri - - Disaster Area Missouri- - Flood National Flood Insurance Program Rivers Fluoridation of Water Fonda, Jane Food see also Agriculture National Commission of Food Marketing P oultry Food and Drug Administration Index Code Food and Drug Administration Appropriations Food and Drug Administration-- Botulism Food and Drug Administration--Bread Prices Food and Drug Administration--Bureau of Standards Food and Drug Administration --Cattle-­General Food and Drug Administration- -Cattle-­Legislation Food and Drug Administration--Color Additives Food and Drug Administ ration-­Confectionery Food and Drug Administration - -Copy of Bill Food and Drug Administ ration - -Cranberri•·> Food and Drug Administ ration -- DeodorauL Food and Drug Administration -- Diet Foods see a/ o Nut rition Food and Drug Administration --Eye Make-up Food and Drug Administration--Facial Creams Food and Drug Administration-- Fish Flour Food and Drug Administ ration--Food Additives Cases See a/ 0 Addi tives Food and Drug Administration -- Food Additives -- General ee also Nutrition Food and Drug Administration- - Food Additives-- Legislation Food and Drug Amdinistration-- Freezone Food and Drug Administration-- General Commentary Food and Drug Administration-- General Information Food and Drug Administration -- General Letters Food and Drug Administration-- Grain see a/ 0 Feed Grain Food and Drug Administration--Hair Dye Food and Drug Administration -- Hair Preparations Food and Drug Administration -- Hai r Remover Food and Drug Administration- - Hair Sprays Food and Drug Administration -- Ice Cream Food and Drug Administration -- Investigation Food and Drug Administration-- Legislation Food and Drug Administration- - Lipsticks Food and Drug Administration--Medical Devices see Medical Device Amendments Food and Drug Administration--Milk Food and Drug Administration-- Miscellaneous Food and Drug Administration- - Nail Polish Food and Drug Administration--Packaging Food and Drug Administration--Packaging (Wax) Food and Drug Administration--Pesticide Cases Food and Drug Administration--Pesticide Legislation and General Information Food and Drug Administration--Pesticides Food and Drug Administration-­Preservatives Food and Drug Administration--Pre- testing Food and Drug Administration-- Request for Copy of Research Food and Drug Administration--Soap Food and Drug Administration--Special Dietary Foods see also Nutrition Food and Drug Administration--Sun-tan Lotion Food and Drug Administration--Trout Food and Drug Administration--Vaporizers Food and Drug Administration--Varnish Food and Drug Administration--Vitamin Supplements see a/so Nutrition Food and Drug Administration- - Water see also Water Food Assistance Act see Foreign Aid- -Food Assistance Act Food Crisis see a/ SO Agriculture Food for Peace Hunger and Malnutrition Nutrition Population Crisis Committee Population Growth Right to Food Resolution see also Agriculture Food Prices see also Agriculture Food Stamp Plan 1954--Bills see a/ SV Agriculture Hunger and Malnutrition Food Stamp Plan 1954--Comments and Criticism Food Stamp Plan 1954-- Correspondence Food Stamp Plan 1954--Food Surplus Food Stamp Plan 1954--St. Louis Food Stamp Plan 1954--Speeches and Testimony Food Stamp Plan 1955--Correspondence and Legislation Food Stamp Plan 1955--Food Surplus Food Stamp Plan 1956--Bills and Hearings Food St amp Plan 1956--Commodity Credit Corp. Food St amp Plan 1956- - Correapondence, Speeches, Testimony Food Stamp Plan 1956- - Food Surplus Distribution Food Stamp Plan 1956--Personal Letters Food Stamp Plan 1957-- Bills Food Stamp Plan 1957--Correspondence Food Stamp Plan 1957--Food Surplus and Food Stamp Plan Food Stamp Plan 1957--Hearings Food Stamp Plan 1957--Speeches Food Stamp Plan 1957--Testimony Food Stamp Plan 1958--Activities Carried on Under PL 63 -4RO Food Stamp Plan 1958--Bills Food Stamp Plan 1958--Comments and Criticism Food Stamp Plan 1958--Correspondence Food Stamp Plan 1958--Hearings and Reports Food Stamp Plan 1958--Personal Letters Food Stamp Plan 1958- - Speeches and Testimony Food Stamp Plan 1958--Study and Procedure Food Stamp Plan 1959- - Bills Food Stamp Plan 1959--Comments and Criticism Food Stamp Plan 1959--Congressional Record Entry Food Stamp Plan 1959--Correspondence Food Stamp Plan 1959-- Hearings and Reports Food Stamp Plan 1959--Personal Letters Food Stamp Plan 1959--Releases Food Stamp P lan 1959-- Speeches and Testimony Food Stamp Plan 1959- -Studies and Procedure Food Stamp Plan 1960- -Activities Carried on Under PL-480 Food Stamp Plan 1960-- Bills, Hearings, Reports Food Stamp Plan 1960-- Correspondence Food Stamp Plan 1960-- Personal Letters Food Stamp Plan 1961-- Correspondence and Clippings Food Stamp Plan 1961--Personal Letters Food Stamp Plan 1962--Bills, Correspondence, Testimony Food Stamp Plan 1962-- Clippings Food Stamp Plan 1962--Personal Letters Food Stamp Plan 1963--Bills Food Stamp Plan 1963--Comments and Criticism Food Stamp Plan 1963--Correspondence Food Stamp Plan 1963- - Hearings Food Stamp Plan 1963-- Releases Food Stamp Plan 1963--Speeches Food Stamp Plan 1963--Studies and Procedures Food Stamp Plan 1964--Appropriations Food Stamp Plan 1964--Bills Food Stamp Plan 1964--Comments and Criticism Food Stamp Plan 1964--Correspondence Food Stamp Plan 196-t -- Hearings Food Stamp Plan Hl64 --Minority Views Food Stamp Plan 1964--Releases Food Stamp Plan 196-t -- Speeches Food Stamp Plan 196-t -- Studies and Procedures Food Stamp Plan 1965 --Appropriations Cut Food Stamp Plan 1965- - Correspondence Food Stamp Plan 1965 - -District of Columbia Food Stamp Plan 1965--Expansion Food Stamp Plan 1965--Kinlock MO Food Stamp Plan 1965 --Missouri Food Stamp Plan 1965--Personal Letters Food Stamp Plan 1965--St. Louis MO Food Stamp Plan--Legislative History Food Stamp Plan--Miscellaneous Statistics Food Stamp Plan--Petition 1967 Food Stores see National Commission on Food Ford Foundation see also Foundations Ford, Gerald Marketing- -Chain Stores see Nixon, Richard M.-- Pardon Foreign Affairs--Amnesty Foreign Affairs--Angola Foreign Affairs- -Brazil Foreign Affairs--CARE Foreign Affairs--Cambodia see a/so Moratorium War Protest Foreign Affairs--Chile Foreign Affairs-- Cyprus Foreign Affairs- - Czechoslovakia Foreign Affairs-- Egypt see also Foreign Affairs - -Middle East Foreign Affai rs - - General Countries Foreign Affairs-- Genocide Treaty Foreign Affairs- - Indochina Foreign Affairs -- Israel see a/ 0 Foreign Affiars --Middle East Foreign Affairs-- Israel-Arab War see a/so Foreign Affairs- -Middle East Foreign Affairs - -Jordan see also Foreign Affairs--Middle East Foreign Affairs --Lebanon see a/so Foreign Affairs--Middle East Foreign Affairs --Middle East see also Foreign Affairs- - Egypt Foreign Affairs -- Israel Foreign Affairs -- Israel Arab War Foreign Affairs --Jordan Foreign Affairs--Lebanon Oil Imports Foreign Affairs- -Mid-East Sinai Pact Foreign Affairs --Non-Proliferation Treaty Foreign Affai rs --Peru Foreign Affairs- - Pueblo Foreign Affaris- -Puerto Rico see a/ SO Puerto Rico Foreign Affairs--Red China Foreign Affairs--Republic of China see Republic of China Foreign Affairs -- Rhodesia Foreign Affairs - - Soviet Union Foreign Affairs--Turkey Foreign Affai rs --United Nations Foreign Affairs -- United Nations Development Program Foreign Affairs -- Vietnam ee a/ SO Missing in Action Prisoners of War Select Committee to Investigate Missing in Action Foreign Affairs -- Vietnam- - Mrs. Sullivan 's Voting Record (as of 1972) see a/so Sullivan, L.K. Voting Record Foreign Affairs Legislation Foreign Aid Foreign Aid- - Food Assistance Acl Foreign Policy Foreign Visitors Forest Park Blvd. Turnkey Project see Housing--Forest Park Blvd. Turnkey Project Forestry Legislation see also Lumber Fort San Carica see Jefferson National Expansion Memorial--Building a Replica of Fort San Carlos Foster Grandparents see Poverty Program--Foster Grandparents Foundations see also Ford Foundation Danforth Foundation Grants Grants--National Science Foundation National Science Foundation Four Freedoms Study Group Franchises Franchising Practice Reform Act Freedom of Information Act see also Sunshine Bill Freedom of the Press see also Newspapers Radio Television Fuel and Energy Resources Commission see a/so Energy Conservation Federal Power Commissron Fuel for Cars see also Energy Crisis Gas and Gasoline and Oil Allocation Fur see also Laclede Fur Co. GAO see General Accounting Office GPO see Government Printing Office GSA see General Services Administration Gambling see also Lotteries Gas--Laclede Gas see also Natural Gas Gas--Natural Gas and Gasoline and Oil Allocation see also Energy Crisis Fuel for Cars Gateway Arch see Jefferson National Expansion Memorial General Accounting Office General Accounting Office--Credit Unions see also Banking and Currency--Credit General Electric General Motors Unions General Services Administration see also Grants--General Services Administration- - St . Louis Genocide Treaty see Foreign Affairs--Genocide Treaty Georgetown University Gerontology Cold Star Wives Goldenrod Showboat see Jefferson National Expansion Memorial- -Showboat Goldenrod Government Debt see also Debt Ceiling Bill National Debt Government Insurance Government Operations Government Printing Office Government Regional Offices Government Reorgani~:ation Program see Reorganiution Program Grace Hill Area see Housing--Grace Hill Grading, Meat see Meat Grading Grain Purchases ee also Agriculture Feed Grain Grand Canyon see Conservation--Grand Canyon Grandparents, Foster see Poverty Program--Foster Grandparents Grants see also Foundations National Science Foundation Grants- - Clippings Grants-- Dept. of Housing and Urban Development see Housing- - St . Louis--Grants from HUD Grants-- Department of Labor--St . Louis Grants-- Department of the Interior- -St. Louis and MO Grants-- Department of Transportation--St. Louis see also Transportation Grants - -Economic Development Administration- - St. Louis see also Economic Development Administration Grants-- Educational see also Educational Grants Learning Business Centers Grants- -Environmental Protection Agency-­St. Louis Grants--General Services Administration -­St. Louis Grants- - Health, Education and Welfare-- Miss& uri Grants--HEW--Public Schools Grants--HEW--St. Louis Grants--HEW--St. Louis University Grants--HEW-- Washington University see also Washington University Grants to Hospitals G r·an ts- - Housing see Housing-- St. Louis- - Grants from HUD Grants--Law Enforcement Assistance Administration -­Missouri ee also Law Enforcement Assistance Administration Grants--Law Enforcement Assistance Administratiou - - SL . Louis see also Law Enforcement Assistance Administration Gran ta--M any Sou rcea-- Colleges Grants--Many Sources- -Missouri Grants--Many Sources--St. Louis University Grants--Many Sources--Universities Grants--Many Sources- -University of Missouri Grants--Many Sources- - Washington University see also Washington University Grants- - Miscellaneous Grants--National Endowment for the Arts see also Arts and Humanities Grants--National Endowment for the Humanities see also Arts and Humanities Grants--National Science Foundation see also National Science Foundation Foundations G ranta--OEO- - Missouri Poverty Program--Office of Equal Opportunity Grants- -Post Office--St. Louis see also Postal Service St . Louis - -Post Office -­Operations Grants--Roth Study Grocery Stores see National Commission on Food Marketing--Chain Stores Guam Guatemalan Earthquake Gun Control see Crime--Gun Control HUAC See Congress-- House Unamerican Activities Committee Hair Car Products see Food and Drug Administration H ai rd ressers see National Haridressers and Cosmetologists Halpern, Seymour see Resignations Handicapped see also Blind Herman, Philip Employment of the Handicapped Labor--Handicapped Workers see Panama Canal--Correspondence-­Harry Flannery Herman, Philip See Radio and Television- -Harry Flannery Harry Truman Dam See Conservation--Harry Truman Dam Hatardous Material see a/so Transportation -- Dept. of Proposed Regulations Hazardous Occupational Safety and Health Act see a/ 0 Mine Safety Act Occupational Safety and Health Administration Head Start Center See Poverty Program--Head Start Centers Health -- Blood Banks Sl!<' (1/ SO Medical Care Health--Dental Health and Welfare Council of Greater St. Louis see a/ SO Welfare Health Education and Welfare see also Grants--Health Education and Welfare- -Missouri Housing--Public--HEW Task Force Health, Education and Welfare--Fetal Experimentation see also Human Experimentation Health Insurance see a/so Medical Insurance for Radiation Treatment National Health Insurance Health Insurance for the Unemployed see a/so Unemployment Health Legislation see a/so National Health Care Act Health Manpower Bill see also Education--Nurses and Medical Health, Mental Students Immigration--Foreign Doctors Manpower Nurse Training Act !!JI!<' Mental Health Health Program Health- - Polio Vaccine Health Security Act Hearing Aids Higher Education see a/so Education -- Higher Education Higher Education Act Highway Beautification see a/so Anti--Billboard Law High way-- Clippings Highway Patrol ee Missouri- -Highway Patrol Highway Safety see a/so National Bicentennial Highway Safety Year Highway Through St. Louis see a/so St . Louis Highways Highway Trust Fund Highways see a/so Martin Luther King Bridge High ways- - Beautification-- Billboards The Hill see Housing--The Hill Hill-Burton Act see Hospitals--Hill-Burton Historic Preservation see a/so National Historic Preservation Act HolidaJ.s see a SO Kennedy, John F, Holiday Home Owners Mortgage Loan Corp see Housing--Home Owners Mortgage Loan Corp Home Rule--D.C. see a/ SO Distict of Columbia Hospitals- - Closing ·ee a/ so Public Health Services Hospi tals Hospitals--Emergency Rooms ee Medical Emergency Transportation and Services Act Hospitals--General Hospitals--General MAST Program Hospitals- - Grants see Grants--Hospitals Hospitals- -Hill-Burton Hospitals- -Non-profit House Administration, Committee on House Beauty Shoppe see Congress. House Beauty Shoppe House Budget Committee House Un - American Activities Committee see also Congress. House Un-American Acitivities Comm1 Ll ee Household P ets Housing Housing and Community Development Act of 1974 Housing and Urban Development Act of 1968 see also Housing--HUD Housing--Anonymous letters Housing--Arson-- Clippings Housing--Better Communities Act Housing Bills Housing Bills- - Letters Housing--Bingham's Bill Housing--Blumeyer Project Housing- - Blumeyer Project--Clippings Housing-- Bowlin Project for the Elderly Housing- - Building Sciences Act see also Lumber Housing--Cabanne Turnkey see also Housing--Forest Park Blvd Turnkey Project Housing--Turnkey Projects Housing- -College Loan Programs Housing- - Community Development Block Grants Housing--Compton Grand Association Housing--CR Excerpts Housing- -Correspondence- -Out of State Housing-- Demonstration Cities Housing- - Dept. of Community Developmt!IIL Housing--DeSoto- Carr Housing-- Elderly see also Nursing Homes Housing--Emergency Housing--Energy Conservation see also Energy Conservation Housing- - Euclid Plan Housin~r - -Fair Housing see also Civil Rights--Housing Housing- - Open Housing- - Fair House Enforcement in Missouri Housing- -Federal Housing Administration Housing--Forest Park Blvd .--Turnkey Project see also Housing- -Cabanne Turnkey Project Housing- -Turnkey P rojects Housing-- General Housing- -Grace Hill Housing- -The Hill Housing- -Home Owners Mortgage Loan Housing- -HUD Corps. see also Housing and Urban Development Housing and Urban Development Act of 1968 Houiang--St. Louis -­Applications to Jill f) Housing- -St. Louis - -Grants from HUD Housing--Missouri-- Grants from HUD Housing--HUD- - Consolidated Supply Program Housing--HUD --Housing Material Housing- -Housing Authoriution Act Housing-- Inspection Housing-- Insurance--Riots see also Crime- -Riots Insurance Housing-- Jeff- Vander-Lou Housing--KMOX Editorials see also Radio and Television Editorials Housing--Laclede Town Housing--Laclede Town-- Clippings Housing-- LaFayette Square Housing- - LaSalle Park Housing-- Lead Paint Housing-- Lead Poisoning see also P oisons Housing-- Loans see also Banking and Currency- -Savings and Loan Entries Interest Rates Housing--Low Income see also Housing-- President's Task Force on Low Income Housing Poverty Program- -General Housing--Mansion House Housing--Maryville Housing--Mill Creek Valley Housing--Miscellaneous Clippings Housing--Miscellaneous Letters Housing--Missouri Housing--Mobile Homes Housing- -Model Cities Housing- -Model Cit ies- - Clippings Housing--Mullanphy Project Housing--National Development Bank Housing--National Housing Act Housing-- National Tenants Organir;ation Housi ng--Negro see also Civil Rights--Housing Housing--Open Negroes- - General Housing- - Neighborhood F acilities Grant Housing- -Newcastle Project Housing- -O'Fallon Housi ng- -Ombudsman Housi ng- -Open see also Civil Rights--Housing Housing--Fair Housing Negroes- -Housing Housing--Open- -Against (District) Housing-- Open- -For (District) Housing- -Open--Against (Out of District) Housing--Open--For (Out of Dist rict) Housing- -Open- -Clippings Housing- -Operation Breakthrough Housing--Operation Breakthrough-- Clippings Housing--Operation Rehab ee also Housing-- Rehabilitation Housing--Rock Springs Rehabilitation Association Housing Panel Housing- - Para Quad Housing--Peabody- -Clippings Housing--President's T ask Force on Low Income Housing see also Housing--Low Income Housing Program Cute Housing--Public Housing Bills Proposed Housing-- Public Housing--Cochran Apts.-- Clippings Housing--Public Housing-- Darst-W ebbe Public Housing Housing- -Public Housing- -Darst- Web be Clippings Housing- - Public Housing-- General- - Clippings Housing--Public Housing--General Letters Housing--Public--HEW Task Force see also Health, Education,&: Welfare Housing--Public Housing--Kosciuksko St. Housing- - Public Housing- -Mailing List Housing--Public Housing- - Neighborhood Gardens Housing- - Public Housing- -Pruitt- lgoe Housing--Public Housing- - Pruitt - Igoe-­Clippings Housing- - Public Housing-- Pruitt- lgoe-­Proposals Housing- - Public Housing-- Rent Strike-­see also Strikes Clippings Housing--Public Housing- -Rent Strike-- Reports Housing--Public Housing--Reports Housing--Red Tape Housing- -Rehabilitation see also Housing-- Operation Rehab Housing--Rock Springs Rehabilitation Association Housing-- Rent Supplements Housing-- Reports and Materials Housing-- Rock Springs Rehabilitation Association see also Housing--Operation Rehab Housing-- Rehabilitation Housing- - St. Louis Housing--St. Louis-- Applications to HUD see also Housing--HUD Housing- -St. Louis--Area Expeditar Housing--St. Louis--Code Enforcement Housing--St. Louis- -Code Enforcement-- Clippings Housing-- St. Louis--Grants from HUD see also Housing--HUD Housing- -St . Louis Housing and Land Clearance Authority Housing- - St. Louis Housing Plan Housing-- St. Louis Meeting Housing-- St. Louis-- Workable Program Housing -- Savings and Loans See a/ 0 Banking and Currency Committee- ­Savings and Loan Companies Housing- - Savings and Loan Bill see also Banking and Currency Committee-­Savings and Loan entries Housing- - Section 8 Housing-- Section 22l(d)(2) Housing- - Section 221(d)(3) Housing-- Section 221(h) Housing- - Section 235 Housing- - Section 236 Housing- -Section 701 Housing- -Soulard Area see a/so National Historic Preservation Act Housing--South Broadway Housing-- South Side Housing- - State of Missouri Housing-- State of Missouri- - Grants from HUD see also Housing--HUD Housing--Subcommittee Notices Housing - -Ten Park Improvement Association Housing- -Town House Project Clippings Housing-- Turnkey Projects see a/so Housing- - Cabanne Turnkey Project Housing- - Forest Park Blvd Turnkey Project Housing- -Turnkey Projects--Clippings Housing--Twelfth and Park Housing-- Union--Sarah Housing-- Urban Reports Housing-- Urban Renewal Housing-- Urban Renewal- - Clippings Housing-- Urban Renewal-- Letters Housing- -Urban Renewal--Material Housing-- Vaughn Area- - Clippings Housing-- Villa de Ville Housing- -Washington University Medical Housing-- Wellston Housing--West End Center Housing--West End- - Clippings Housing- - West Pine Apartments Human Development Corporation see Poverty Program- - Human Development Corporation see also Poverty Program- - St. Louis Human Development Corporation Human Experimentation see also Health, Education and Welfare-- Fetal Experimentation Humanities see National Endowment for the Humanities Hunger and Malnutrition see a/so Food Crisis ICC Food Stamp Plan entries Right to Food Resolution see Interstate Commerce Commission Ice Cream see Food and Drug Administration--Ice Cream Ill egitimacy see also Birth Control Immigration Family Planning Sex Education ee a/so P opulation Growth Employment Immigration and Naturalir.ation Service Immigration-- Foreign Doctors Immigration- -Material Immigration--N aturalir.ed Citizens Immunity (Nixon) Against see also Nixon, Richard Milhouse Immunity (Nixon) For Immunity (Nixon) Out of State Impeachment (Justice Douglas) see also Supreme Court Judiciary Impeachment see also Nix on , Rich ard M Impeachment- -Against Impeachment Bill Impeachment-- Clippings Impeachment-- For Impeachment --Not Answered Impoundment Control/ Spending Ceiling Independent Bankers Association of America see also Banking and Cu rrency Committee-­Bank-- Entries Independent Business Federation see Nation al Federation of Independent Business Independent Meat P ackers see also Meat P ackers Indians see also Minority Groups Indochina see Foreign Affai rs-- Indochina Industry Funds Inflation see also Concentrated Industries Anti- Infl ation Act Inflation--House Resolution Inspection--Food see F ish Inspection see also Meat Inspection Poultry Inspection Institute of Psychiatry see Missouri-- Instit ute of Psychiatry Insurance see also Banking and Currency Committee- ­Insurance Education- - Federal Charter for Insu rance and Amminty Association Goverment Insurance Housing--Insurance- -Riots Insurance Coverage for Women see also Women Insurance--Fair Plan Insurance - -Floods see National Flood Insurance P rogram Insurance, Health see Health Insurance Insurance--No Fault Insurance--Shoppers Guide Integration see also Civil Rights entries Education --Busing Negroes - - entries Interest Rates ee also Banking and Currency Commitr.·c Interest Rates Banking and Currency Committee--Prime Interest Rate Banking and Currency Committe--Savings and Loan Interior (Dept. Of} Interior (Dept . of}--Oil Shale Program see also Energy Crisis Oil Leases Intelligence, Select Committee See Select Committee on Intelligence Internal Security see also Congress--House Unamerican Activities Committee Wire Tapping and Bugging Intern ational Development Association see Banking and Currency Committee-­International Development Association International Security Assistance and Arms Export Control Act see also Arms Control Internation al Trade Commission see also T rade--Exports and Imports In ternat ional T rade Subcommittee Not ices In te rstate Commerce Commission see also Movers of Household Goods Interstate Horseracing Act In terviews see also News Releases--Radio Press Comments Press and News Reporters Intra-Ut erine Devices see Medical Device Amendments Invi tations Israel see Foreign Affairs--Israel Jeanette Rankin see Commemorative Postage Stamp for Jeanette Rankin J efferson Barracks J efferson Barracks- - Landmark Status J efferson Barracks--National Cemetery Memorial Chapel J effe rson Barracks Park J efferson Nation al Expansion Memorial see also Lewis and Clark National Park Services St. Louis- -Arch St . Louis--Jefferson Nation al Expansion Memorial Jefferson National Expansion Memorial- - Bills J efferson Nat ional Expansion Memorial- ­Brochure J efferson Nat ional Expansion Memorial-­Budget Material Jefferson National Expansion Memor ial-­Building a Replica of Fort San Carlos J efferson Nat ional Expansion Memorial-­Clippings J efferson Nat ional Expansion Memorial-­Congressional Record Inserts J effe rson National Expa nsion Memorial-­Dedication Jefferson National Expansion Memorial-­File for Hearing J effe rson Nat ional Expansion Memorial-­Ground Breaking Ceremonies Jefferson National Expansion Memorial-­Releues, etc. J efferson National Expansion Memorial-­River Music Barge J efferson National Expansion Memori al-­Showboa t Goldenrod J effe rson National Expansion Memorial-­Testimony of Mrs. Sullivan Jefferson National Expansion Memorial - Visitors Center Jeff-- Vander-Lou see Housing--Jeff- Vander-Lou Jewish War Veterans see also Veterans' Administration Job Training Program see also Labor- -Manpower Development and Training Poverty Program- - St. Louis Job Corps Center St. Louis Job Corps Center Johnson, Lyndon Baines Joint Committee on Defense Production See also Banking and Currency Committee-- Defense Production Act Joint Committee to Investigate Crime see also Crime- - General Joint Economic Committee Jordan see Foreign Affairs--Jordan Judge Oliver see Oliver, Judge Judiciary see also Federal Judicial Center Impeachment (Justice Douglas) Supreme Court Justice Department Junior Village Juvenile Delinquency see also Crime--General Prisons KMOX see Radio and Television entries see also Housing KMOX Editorials News Releases--Radio KWK, Radio Station see Radio Station KWK Kansas-Texas RR see Missouri-Kansas-Texas RR Kennedy, John F . Kennedy, John F .--Assasination Kennedy, Jonn F .- -Eulogies Kennedy, John F .- -Holiday see a/ so Holidays Kennedy, John F .--Inaugural Address Kennedy, John F .--First Day Cover Issues see a/so Commemorative Stamps Kissinger, Henry see also State, Dept. of Kluxzynski Federal Office Building Korea see Foreign Affairs --Korea Koscuisko St. see Housing--Public--Kosciusko St. Krebiozen see Drugs, Krebiozen Labor see a/ 0 Employment Entries National Labor Relations Board -- Century Electric Company Postal Union Recognition Railroads - -Shopcraft Unions Strikes Unions Labor- - Davis-Bacon Labor-- Fair Labor Standards Labor-- Farm Labor See also Agriculture Labor--Handicapped W orkera see also Employment of the Handicapped Handicapped Labor Legislation see also Right to Work Labor--Manpower Development Training see also Job Training Corps Center Poverty Program--St. Louis Jobs Corps Center St. Louis Job Corps Center Labor Organizations--AFL-CIO Labor Orgnaizations--Misc. Labor- -Railroads see Railroads--Shopcraft Unions Labor- - Situs P icketing Labor Unions--Homes for the Aged Labor-- Workmen's Compensation Laws Lacey Act see also Conservation--Wildlife Laclede Fur Company Laclede Gas see Gas--Laclede Gas Laclede Town see Housing- - Laclede Town Lafayette Square see Housing--Lafayette Square Land Bank see Federal Land Bank of St . Louis Land Clearance see Housing--St. Louis Housing and Land Clearance Authority Land Management Organic Act Land Use Bill--Against Land Use Bill- - For LaSalle Park see Housing--LaSalle Park Lead Poisoning see Housing-- Lead Poisoning Law Enforcement Assistance Administratiom see also Crime--General Grants--Law Enforcement Assistance Administration Missouri--Highway Patrol League of Women Voters see also Voters Women Learning Business Centers see also Grants--Educational Unemployment Lebanon see Foreign Affairs- - Lebanon Legal Aid Society see also Crime--General Legal Services Corporation Legislative Activities Disclosure Act Legislative Proposals Legislative Reorganization Act of 1970 see also Congressional Reorganization Lettuce see National Commission on Food Marketing--Lettuce Study Lewis and Clark see also Jefferson National Expansion Memorial Libraries see also Bookmobile Books sent to Libraries and Schools Education--Bookmobile Libraries--Depository Library Extension, Congressional Library of Congress Library Services Lifeline Rate Act see a/so Energy Conservation Federal Power Commission Union Electric Company Lincoln Sesquicentennial Commission Loans--Student see Education- - College Loan Program see a/so Education--Student Aid Bill Lobby Groups Lobbying Local Public Works Capital Development and Investment Act see a/so Public Works Lock and Dam 26 at Alton, Ill. Lock and Dam 26--Clippings Lockheed Corp. see Banking and Currency Committee-­Lockheed Case Lotteries see also Gambling Low Income Housing see Housing--President 's Task Force on Low Income Housing Lumber see a/ 0 Forestry Legislation Housing--Building Sciences Timber Supply Lumber Preservation Legislation see a/so T imber Supply Harry Lundeberg School see a/so Maritime Academies MAST Program MIA see Missing in Action See a/ SO Foreign Affairs -- Vietnam Magna Carta Select Committee to Investigate Missing in Action see a/so American Revolution Bicentennial Malpractice see Medical Malpractice Claims Settlement Assistance Act Management and Budget, Office of see also Budget Manpower see also Employment Labor- -Manpower Development and Training Health Manpower Bill Poverty Program-- Office of Economic Opportunity Mansion House Maritime Academies see a/ so Harry Lundeberg School Martin Luther King Bridge see a/ 0 Highways St. Louis- -Highways Maryville see Housing--Maryville Meals on Wheels see also Aging Meat Grading ee Grading, Meat Meat Imports see a/so Trade--Imports and Exports Meat Inspection see also Fish Inspection Inspection, Food Poultry Inspection Meat Inspection Bill Meat Inspection--St. Louis Independent Packing Company Meat Packers see a/so Independent Meat Packers Medical Care see a/so Health entries National Health Care Act Medical Device Amendments Medical Education see Education--Nurses and Medical Students see a/so Medical Schools Military Medical Schools Medical Emergency Transportation and Services Act Medical Insurance for Radiation Treatment see also Cancer Health Insurance Medical Malpractice Claims Set tlement Assistance Act Medical Schools see also Education--Nurses and Medical Students Mental Health Health Manpower Bill Nurse Training Act see also Health- -Mental Meramec Basin News Stories see also Conservation Meramec Basin or River see Conservation--Meramec Entries Merchant Marine see Harry Lundeberg School see also Coast Guard Maritime Academics Metric System Metropolitan Youth Commission see a/so Youth Affairs Middle East see Foreign Affairs- - Middle East Militants see also Civil Rights-- Clippings Education--Campus Unrest Negroes--Black Militants Military Construction Appropriation Bill see also Defense Appropriations Military Expenditures see a/so Defense Appropriations Military Medical School Military Pay see alSO Armed Forces Defense Appropriations Military Procurement see a/so Defense Appropriations Defense Contracts Military Retirement Milk see a/so Agriculture FDA--Milk Mill Creek Valley see Housing--Mill Creek Valley Mine Safety Act see a/so Black Lung Act Coal Hazardous Occupational Safety and Health Act Mining Mine Safety and Health Act Mineral Resources see also Coal Minimum Wage see a/so Employment Wage and Price Controls Mining see a/so Coal Mine Surface Area Protection Act Mine Safety Act Missouri Bureau of Mines Mink Ranchers Minority Groups see also Equal Employment Indians Negroes--Minority Groups Women Miscellaneous Organintions see a/so National Organintions Questionable Organizations Missiles see Nike Base Aeronautics and Space Arms Control Missini in Action ee also Foreign Affairs --Vietnam Missing in Action, Select Committee to Investigate ee Select Committee to Investigate Missing in Action Mississippi Queen see Delta Queen/Mississippi Queen Missouri, State of Missouri --Adult Education Act see a/ 0 Education--Adult Missouri--Area Redevelopment Missouri, Bureau of Mines see also Mining Missouri --Disaster Area see also Civil Defense Floods Missouri - - Election Laws see a/so Missouri-- Redistricting Missouri --Excess Property see a/so Federal Excess Property Missou ri - - Flood see also Floods National Flood Insurance Program Missouri -- Grants see Grants entries Missouri --Highway Patrol see a/ 0 Law Enforcement Assistance Administration Missouri--Housing see Housing--Missouri Missouri - - Institute of Psychiatry Missouri --Kansas-Texas RR see a/ o Railroad entries Missouri --Motor Vehicles Missouri -- Ozarks Regional Commission Missouri - - Redistricting ee al o Missouri --Election Laws Redistricting Missouri - - Sesquicentennial Miaaouri - - State Politics see a/ SO St. Louia-- Politica Women in Politics Missou ri State Society Missouri-- University see also Education- -Higher Education Grants--Many Sources-­University of Missouri Missouri-- Missouri A Missouri B Missouri C-Com Missouri Con-Dept. of D Missouri Dept. of E­Missouri Dept of F-G Missouri H Missouri 1-N Missouri 0-P Missouri 0 -Z Mobil Homes see Housing- - Mobil Homes Model Cities see Housing--Model Cities Moratorium see a/so Foreign Affairs--Cambodia Foreign Affairs-- Vietnam Mortgages and Interest Rates see a/so Banking and Currency Committee-­Variable Interest Mortgage Rates Federal National Mortgage Association Movers of Household Goods see also Interstate Commerce Commission Mullanphy Project see Housing- -Mullanphy Project NAACP see Negroes - - National Association for the Advancement of Colored People NLRB ee National Labor Relations Board- ­Century Electric Company National A-National H see also Miscellaneous Organiroations National !- National Q National R-National Z National Academy for Fire Prevention and Central Site Selection Board see a/ SO Fire Prevention National Aeronautics and Space Act see also Aeronautics and Space--Space Program National Air Guard Employment see a/so National Guard National Association for the Advancement of Colored People see Negroes--National Association for the Advancement of Colored People National Bicentennial Highway Safety Year see also American Revolution Bicentennial Highway Safety National Cemeteries (Jefferson Barracks) National Cemeteries . ee Jefferson Barracks National Cemetery Memorial Chapel National Center for Women ee also Women National Commission of Consumer Finance Appendices ee al 0 Banking and Currency Committee-­Consumer Credit National Commission on Consumer Finance Chapter I National Commission on Consumer Finance Chapter II National Commission on Consumer Finance Chapter Ill National Commission on Consumer Finance Chapter IV National Commission on Consumer Finance Chapter VI National Commission on Consumer Finance Chapter VIII National Commission on Consumer Finance Chapter IX National Commission on Consumer Finance Chapter X National Commission on Consumer Finance Chapter XI National Commiaaion on Consumer Finance Chapter XII National Commission on Consumer Finance--Clippings National Commission on Consumer Finance-­Correspondence National Commission on Consumer Finance--Press Kat National Commission on Consumer Finance-- Speeches National Commission on Consumer Finance- -Studies National Commission on Food Marketing see also Agriculture National Commission on Food Marketing -­Attempt to Form Commission see also National Commission on Food Marketing- - Creation of the Commission National Commission on Food Marketing-­Background Material National Commission on Food Marketing-­Congratulatory Notes to Mrs. Sullivan National Commission on Food Marketing-- Hearings National Commission on Food Marketing-­Bracero Study see also Farm Workers National Commission on Food Marketing-­Chain Stores National Commission on Food Marketing-­Clippings National Commission on Food Marketing-­Commission Meetings National Commission on Food Marketing · Consumer lnformata on see a/ SO Consumer Interest - - Miscellaneous National Commission on Food Marketing- ­Correspondence National Commission on Food Marketing-­Creation of the Commission See al;o,o Batuibak Commission on Food Marketing- -Attempts to Form the Commission National Commission on Food Marketing- ­Formal Interviews National Commission on Food Marketing-­General Info National Commission of Food Marketing-­Individual Views of the Report National Commission on Food Marketing-­Lettuce Study National Commission on Food Marketing-­Press Releases National Commission on Food Marketing-­Questionaire Correspondence National Commission on Food Marketing-­Report Status National Commission on Food Marketing-­Speeches National Commission on Food Marketing-­Staff Changes National Commission on Food Marketing-­Staff Selection National Commission on Food Marketing National Commission on Food Marketing-­Chapter 13 of Final Report National Commission on Neighborhoods National Commission on Productivity see also Banking and Currency entries National Consumer Cooperative Bank Act see Banking and Currency Commission-- National Debt National Consumer Cooperative Bank Act see also Debt Ceiling Bill Government Debt National Defense see a/ SO Armed Services Defense National Defense Education Act see Education- -National Defense Education Act National Development Bank see Housing--National Development Bank National Diabetes Advisory Board see also Diabetes Research National Digestive Disease Act of 1976 National Endowment for the Arts see Grants--National Endowment for the Arts National Endowment for the Humanities see Grants--National Endowment for the Humanities National Energy and Conservation Corporation see also Energy Conservation National Family Week National Federation of Independent Business see also Small Business Administration National Flood Insurance Co see also Flood Insurance Program Floods Missouri--Flood National Good Neighbor Day National Guard see also Air Guard Armed Services National Air Guard Employment National Hairdressers and Cosmetologists National Health Care Act see also Health Legislation Medical Care National Health Insurance Health Insurance National Historic Preservation Act Historic Preservation Housing--Operation Rehab Housing- - Soulard Area National Housing Act see Housing--National Housing Act National Institute on Aging see also Aging Elderly Older Americans Act Select Committee on Aging National Labor Relations Board- - Century Electric Company see also Labor National Opportunity Camps National Park Service see a/so Conservation entries Jefferson National Expansion Memorial Parks National Safe Boating Week see also Boating Coast Guard National Saint Elizabeth Seton Day National Service Corps see a/so Peace Corps National Science Foundation see a/so Foundations Grants--National Science Foundation National Stamping Act see also Coinage National Summer Youth Program see Poverty Program- - National Summer Youth Program National Tennants Organization see Housing--National Tenants Organization Natural Gas see a/so Energy Conservation Laclede Gas Natural Gas Act see a/so Energy Conservation Natural Gas Act--Amendments Naturalized Citir.ens See Immigration --Naturalir.ed Citizens Negroes --Black Militants see also Civil Rights--Clippings Militants Negroes--Commission on History and Culture Negroes - - General see a/so Housing--Negroes-- Integration Negroes--Minority Group see a/so Minority Groups Negroes-- National Association for the Advancement of Colored People ee a[ SO Civil Rights entries Neighborhood Facilities Grant see Housing- -Neighborhood Facilities Grant Neighborhoods ee National Commission on Neighborhoods See a/so National Good Neighbor Day National Historic Preservation Act Nerve Gas see a/so Arms Control New York City Financial Crisis See Banking and Currency Committee-- Emergency Financial Assistance Act Newcastle Project see Housing-- Newcastle Project News Releases --Radio see a/so Interviews Press and News Reporters Presa Comments Radio Radio and Television--Press Releases and Interviews Sullivan, Leonor K., Press Releases Sullivan, Leonor K., Publicity Newspaper Preservation Act Newspapers see a/so Pulitr;er, Joseph Freedom of the Press Nike Base see a/so Arms Control Nine One One see Emergency Telephone Number Nixon, Richard M see also Agnew, Spiro T . Immunity (Nixon) Impeachment Vice President Watergate Nixon, Richard M.- -Pardon, Against Nixon, Richard M.--Pardon, For Nixon, Richard M.--Transition Allowance No-Fault Insurance see Insurance--No- Fault Noise Control Act Nuclear Energy see a/so Atomic Energy Energy Crisis entries Panama Canal- - Nuclear Technology Nuclear Non- Proliferation Treaty see Foreign Affain-- Non- Proliferation Treaty Nuclear Weapons see a/su Arms Control Atomic Bomb--Fallout Shelters Atomic Energy Weapons Nuclear W capons--Radioactive Fallout see a/so Atomic Bombs--Fallout Shelters Nuclear Weapons- -Testing Nurse Training Ad see a/so Education--Nurses Medical Students Health Manpower Medical Schools Nurses see a/so Education--Nurses and Medical Students Nursin!{ Homes see also Housing--Elderly Aging Nut rition see a/so FDA--Diet Foods OEO FDA--Special Dietary Foods FDA--Vitamin Supplements Food Crisis ee Grants--OEO-- Missouri see also Poverty Program entries OSHA see Hazardous Occupational SafeLy and Health Act see a/so Occupational Safety and Health Administration Obscene Literature Obscenity Occupational Safety and Health Administration see a/ SO Hazardous Occupational Safety and Health Act O'Fallon Area see Housing--O'Fallon Office of Economic Opportunity see Granta--OEO--Miuouri see a/so Poverty ProiJ'am--Office of Economic Opportunity Office of Management and Budget see Management and Budget, Office of Office of Technology Alleaament see a/so Technology Aaaeasment Office Official Gazette-- List Oil lmporta see also Energy Crisis Oil Leases Foreign Affairs--Middle East Trade--Imports and Exports ee a/ 0 Elk Hills Oil Reserve En rgy Crisis Interior (Dept. of) - - Oil Shale Program Older Americans Act ee a/ o Aging Oliver, Judge Olympic Games Olympics Ombudsman Elderly- -Employment Opportunitiea Nation I Institute on Aging Select Committee on Aging see Housing--Ombudsman Omnibus Operation Breakthrough see Housing- - Operation Breakthrough Opportunity Camps see National Opportunity Campa Outer Continental Shelf Landa see a/ o Coaat Coa~tal Area~ Overseaa Private Investment Corporation Onrk Lead Company Onrka Regional Commisaion Ozone Protection Act Pow·. ee Foreign Affaira-- Vietnam P cemakers See Medical Device Amendments Pacific Air Routes ee a/ 0 Airlines Panama Canal- - Clipping• Panama Canal--Congressional Record Jnaerta Panama Canai--Corr apondence-­Armatrong, Anthony Pan am a Canal--Correspondence--Flood, Daniel J Panama Canal--Correspondence--General Panama Canal Correspondence--Harman, Philip Panama Canal Correspondence- - Raymond , David Panama Canal--Daily Digest Panama Canal--Finance Panama Canal--Hearings Panama Canal--Inspection Visit Panama Canal-- Legislation Panama Canal--Legislative Correspondence Panama Canal--Living Conditions Panama Canal --Military Penonnel Panama Canal--Miscellaneous and Reports Panama Canal--Nuclear Technology see also Nuclear Energy Panama Canal- -Operations Panama Canal--Panama and Treaty Panama Canal--Sea Level Canal Study Commission-­Correspondence Panama Canal--Sea Level Canal Study Commission--Legislation Panama Canal--Sea Level Canal Study Commission--Reports P anama Canal Tolla Pam- medica see Medical Emergency Transportation and Services Act P ara-quad Housing see Housing- -Para-quad P ardon of Richard Nixon see Nixon, Richard M. --Pardon Parks see a/so Conservation entries National Park Service P arochial Schools see Education- -Aid to Parochial Schools Passports Patents Peabody Area see Housing--Peabody--Clippings Peace Corpa see also National Service Corps Peace, Dept. of Penn Central Railroad ee Banking and Currency Committee--Penn Central P ension Plan Pension Reform Peru see Foreign Affain--Peru Pesticides see Environmental Pesticide Control Act of 1976 ee a/so FDA--Pesticide entries Pets see Household Peta Photograph Request see Sullivan, Leonor K.--Photograph Request Physicians--Malpractice ee Medical Malpractice Claims Settlement Assistance Act Poelker, J ohn H see also St. Louis--Mayor Poisons see a/ so- -Housing--Lead Poisoning Polio Vaccine see Health --P olio Vaccine Political Education, Committee On Politics see Missouri --State Politica see also St. Louis--Politics Women in Politics Pollution Sl!£' a/so Air Pollution Clean Air Act Solid Waste P ollution Water Pollution Pollution--Noise see Noise Control Act Pollution--Solid Waste see Solid Waste Pollution see also Air Pollution Water Pollution Poor People 's Campaign Pope John XX:IIl Population Crisis Committee see also Food Crisis Population Growth see also Birth Control Census Family Planning Food Crisis Immigration Sex Education Portraits--Presidents see Presidents' P ortraits Post Card Registration see a/so Election Reform--Post Card Registration Voter Registration Post-Dispatch see Pulitzer, Joseph Newspapers Post Office Closings Post Office Department Post Office Regulations Postage Increase Postal Boutiuqea see also Commemorative Stamps Postal Clippings Postal Legislation Postal Pay Raise Postal Rate Commission Postal Rates Postal Rates --REA Postal Reform Legislation Postal Reform Material Postal Reorganization and Salary Postal Service Adjustment Act see a/so Grants--Post Office-- St . Loui£ Postal Strike see also Strikes Postal Union Recognition see a/ so Labor Unions Potato Bill Poultry- - Application to Make St. Louis see a/ o Food Poultry Indemnity Bill Poultrr Inspection see a/. 0 Fish Inspection Meat Inspection Poverty Program- -Clippings Poverty Program--Day Care Center see also Poverty Program-- Head Start Centers Poverty Program- -St. Louis-­Daycare St. Louis Day Care Poverty Program- - Foster Grandparents Poverty Program--General see also Housing--Low Income Poverty Program--Head Start Centers see a/so Poverty Program--Day Care Centers Poverty Program--St. Louis -­Day Care Centers St. Louis Day Care Poverty Program--Human Development Corporation see also Poverty Program--St. Louis-­Human Development Corp Poverty Program--Material Poverty Program--Micellaneous Poverty Program--National Summer Youth Program see also Poverty Program--Summer Youth Program Summer Youth Employment and Recreation Poverty Program--Office of Economic Opportunity see also Grants--OEO--Missouri Labor--Manpower Development and Training Manpower Poverty Program--Office of Economic Opportunity-­Amendments Poverty Program--Office of Economic Opportunity--Cuts Poverty Program--St. Louis--Day Care see also Poverty Program--Day Care Centers Poverty Program- - Head Start Centers St. Louis Day Care Poverty Program--St. Louis Human Development Corporation see a/so St. Louis Human Development Corp. Poverty Program--St. Louis Job Corps Center see also Job Training Program Labor--Manpower Development and Training St. Louis Job Corps Center Poverty Program--St. Louis Small Business Development Center see also Banking and Currency-- Small Business Administration St. Louis--Small Business Administration Small Business Administration Poverty Program--St. Louis Workers Poverty Program--Summer Youth Programs see also Poverty Program--National Summer Youth Program Summer Youth Employment and Recreation Poverty Program--Total Bay Project Poverty Program- - VISTA Powell , Adam Clayton see also Congress--Scandala Prayer in School see Religion- - Prayer in School Preservatives see Food and Drug Adminislralion-- Preserv atives President Ford see Nixon, Richard M.--Pardon President Johnson see Johnson, Lyndon Baines President Kennedy see Kennedy, John Fihgerald President Nixon see Nixon, Richard M Presidential Pardon see Nixon, Richard M.,--Pardon Presidents' Portraits President.' Task Force on Low Income Housing see Housing--President'• Taak Force on Low Income Housing "Presidio 27" see also Armed Service• Press Comments see a/so Interviews News Releaaes --Radio Preas and News Reporters Sullivan, Leonor K.--Press Releases Sullivan, Leonor K.-- Reaction to Presidenti al Statements Press and News Reporters see a/ SO Interviews Price Freeze News Releases--Radio Press Comments Sullivan, Leonor K.-- Press Releases Sullivan, Leonor K.--Reaction to Presidental Statements see also Wage and Price Controls Prisoners of War See Foreign Affaire --Vietnam Prisons ee also Crime- - General Juvenile Deliquency Privacy See a/so Right to Financial Privacy Act Private Schools See Education--Aid to Private Schools Productivity See Banking and Currency Committee-­National Commission on Productivity Protection of Independent Service Station Operators see also Energy entries Pruitt - Igoe See Housing--Public Housing-- Pruitt - lgoe Public Buildings see alSO Federal Buildings Public Health Service Hospitals see also Hospitals --Closing Public Housing See Housing--Public Housing Public Relations See also FDA--Cranberries Public Works see a/ 0 Local Public Works Capital Development and lnveatment Act Publications--Consumer Product Info See al 0 Consumer Product Information Bulletin Publications-- Family Fare Publications-- Packet for the Bride see a/so Consumer Interest --Miscellaneous Publications Request Publications Request for Seal Plaques Pueblo Affair see Foreign Affairs--Pueblo Puerto Rico see a/so Foreign Affaire--Puerto Rico Pulitzer, Joseph see also Newspapere Quality Education Study see also Education--Miscellaneous Queen Isabella Questionable Organizations see also Miscellaneous Organizations REA see Postal Rates--REA ROTC see Reserve Officere Training Program Radiation Treatment see Medical Insurance for Radiation Treatment Radio see a/ SO Communications Equal Time Federal Communications Commission Freedom of the Press News Releases- -Radio Sullivan, Leonor K.--Publicity Radio and Television--Clippings Radio and Television Correspondence Radio and Television Editorials see a/so Housing--KMOX Editorials Radio and Television--Harry Flannery Radio and Television--Press Releases and Interviews see also Sullivan, Leonor K.--Press Releases News Releases--Radio Radio and Television--Broadcasts which Demean Radio Station KWK Radioactive Fallout see Nuclear Weapons-- Radioactive Fallout Rail pax Railpax--Material and Information Railroad Brotherhoods and Organizations see a/ SO Railroad Strikes Railroads--Shopcraft Unions Strikes Unions Railroad Legislation see also Banking and Currency Committee-­Penn Central Missouri-Kansas and Texas RR Railroad Passenger Service ee a/so Railroads--Discontinuance of Passenger Trains Railroads-- Rail fax/ Amtrak Railroad Retirement Legislation Railroad Safety Railroad Strikes see a/so Railroad Brotherhoods and Organizations Railroads- -Strikes Strikes Railroads see Miuouri-Kanau Texas RR see also Bankinc and Currency CommiLLee-­Penn Central Rock Island Railroad Railroads--Discontinuance of Paasanger Tram Serv1ce see also Railroad P aaaencer Service Railroad•-- Rail pax/ Amtrak Railroads--Emercency Rail T ransportation Improvement and Employment Act Railroada--Railpax/ Amtrak see also Railpax Railroad P aaaenger Service Railroada--Discontinuance of Passenger T rain Service Railroads- - Strikea see also Railroad Brotherhoods and Organir.ations Railroad Strikes Strikes Unions Railroads - -Sbopcraft Unions see also Labor Rat Cont rol R ilroad Brotherhoods and Organir.ations Uniona Strike• see a/ 0 St. Louis Rat Control Raymond, David see Panama Canal - - Correspondence -­Raymond, David Recipes Recreat ion ee a/ SO Boating Recycling Waste ee also Conservation --Misc. Red China Energy Conservation Solid Wute Pollution See Foreicn Affai re -- Red China Redistricting See a/so Missouri --Redist ricting Redwood National Parka see Conservation Redwood Nat ional P ark Referrals Regulat ion Q see Banking and Currency Commission -­Citicorp Rehabilit ation See Housing- - Rehabilitation See a/so Housinc- -Operation Rehab Housing- - Rock Springs Rehabilitation Association Religion Religion -- Prayer in School Renegotiation Act of 1951 Rent Strikes see Housing--P ublic Housing--Rent Strike Rent Supplements See Housing--Rent Supplements Reorganir.ation P rogram Re-- Pricing Commodities ee a/so Commodity Exchange Act Commodity Futures Republic of China See For ign Affairs-- Republic of China Republican National Convention Reserve Officers Training Program Resignations Retirement :;ee Military Retirement see a/so Railroad Retirement Legislation Revenue Sharing see a/so Urban Affairs Revenue Sharing Information Rhodesia see Foreign Affairs- - Rhodesia Richards- -Gebaur Air Force Base see a/ SO Air Force Re.location to Scott AFB Rice see Agriculture--Rice Bill Right to Food Resolut ion see a/so Food Crisis Hunger and Malnutrition Right to Financial Privacy Act see a/so Consumer Credit Financial Disclosure Privacy Right to Work ee a/ ·o Labor Legislation Riots see Crime- -Riots ee a/so Housing--Insurance --Riots Rivers ee Floods Missouri--Flood National Flood Insurance Program Robinson- -Patman Act see a/ 0 Anti--Trust Laws Rock Island Railroad Rock Spring Rehabilitation Association see Housing--Rock Springs Rehabilitation Association Roth Study see Grants- -Roth Study Rural Development Act Rural Electr ification Administration Russia ·ee Foreign Affairs- - Soviet Union SALT Safe Drinking Water Act Safety - -Highway see Highway Safety Safety- -Railroad see Rai lroad Safety Sailors see Harry Lundeberg School see a/so Maritime Academies Saint Elizabeth Seton see National Saint Elir.abeth Seton Day St . Joesph 's Hospital St . Louis A-Me St . Louis My-Z Saint Louis St . Louis - -Airport see a/ 0 Airports St . Louis - -Arch see J effe rson National Expansion Memorial St. Louis- -Aldermanic Affairs St. Louis Archdiocesan Council of Catholic Women see Council of Catholic Women St. Louis Area Council of Governments St . Louis--Banking see Banking and Currency--St. Louia Banking St . Louis Beautification Commia1ion St. Louis Bicentennial St. Louis--Bi-State Development Agency St. Louis--Bi-State Re(ional Medical Program St. Louis Board of Aldermen St. Louis Board of Education St. Louis- -Board of Education- -Property at 4100 Forest Park Ave St. Louis- -Board of Election Commiasioners St. Louis--Boards of Directors of Local St. Louis Bridges St. Louis Cardinal• Companies St. Louis - -Challenge of the 70's St. Louis - -City- County Consolidation St. Louis- -City Employees St. Louia--Civil Defenae St. Louis- - Clippings St. Louis--Comptroller's Report St. Louis- -Consumer Affairs Board see also Conaumer St. Louis Consumer Federation St . Louis Convention Center St. Louis Convention Piasa Land St. Louis - - Coroner St . Louis County St. Louis County- - Clippings St. Louis Courthouse St. Louis Day Care ee a/ 0 Poverty Program- -Day Care Centers Poverty Program- -Head Start Center Poverty Program--St. Louis Day Care St. Louis - -Dea Perea Project St. Louis--Downtown St . Louis - -East - West Gateway Coordinating Council see East - West Gateway Coordinating Council St. Louis--Federal Building St. Louis-- Federal Building- -Clippings St . Louis --Gateway Army Ammunition St. Louis--Grants see Grants- - Entries Plant St. Louis--Health & Welfare Council see Health & Welfare Council of Greater St. Louia St. Louis--Highwaya See a/so Highway through St. Louis Martin Luther King Bridge St . Louis Housing see Housing- - St . Louis entries St. Louis Housing and Land Clearance Authroity ·ee Housing-- St. Louis and Land Clearance Authority St . Lou1s Housing Code Enforcement See Housing--St . Louis Code Enforcement St . Louis Housing Plan see Housing- -St . Louis Housing Plan St. Louis Human Development Corporation see Poverty Program--St . Louis Human Development Corp. ee a/ 0 Poverty Program- -Human Development Corp. St. Louis Independent Packing Company see Meat Inspection--St . Louis Independent Packing Company St. Louis- - Indian Cultural Center St. Louis--Jefferson National Expansion Memorial see Jefferson National Expansion Memorial St. Louis Jobs Corps Center see also Job Training Program Labor--Manpower Development and Training Poverty Program--St. Louis Jobs Corps Center St. Louis--Labor Relations--St. Louis Plan St. Louis Layoffs St. Louis Levee St. Louis- -Mansion House see Mansion House St. Louis--Mayor see also Poelker, John H St. Louis- -Mayor- -Clippings St. Louis--Mayor's Council on Youth St. Louis --Municipal Opera St . Louis--National Museum St. Louis--National Park System St . Louis- -Old Post Office Building see a/so St. Louis Federal Building St. Louis Ordinance Plant see a/so St. Louis--Gateway Army Ammunition St. Louis--Parks St . Louis--Police St . Louis--Politics see a/so Missouri- -State Politics Women in Politics St . Louis --Port St. Louis--Port--Clippings St. Louis - -Port--Correspondence St. Louis Post- -Dispatch see Pulitr;er, Joseph Newspaper St . Louis Post Office--Curtailment of Service St . Louis--Post Office Discontinuance of Railway Post Office Service St . Louis Post Office--Operations see also Grants--Post Office--St. Louis St. Louis Post Office--Postal Data Center St . Louis --Poverty Program see Poverty Program--St. Louis entries St. Louis Public Service Employment St . Louis Rat Control see also Rat Control St. Louis Regional Industrial Development Corp. St . Louis Residential Manpower Center St . Louis--Revenue Sharing ee a/so Reven'ue Sharing St. Louis- -Savings and Loan Associations ee a/ so Banking and Currency Committee-­Savings and Loan St. Louis School Lists St. Louis School Tax St . Louis Senior Citizens see also Elderly St . Louis -- Small Business Administration see a/so Banking and Currency--Small Business Administration Poverty Program--St. Louis Small Business Development Center Small Business Administr:oL1on St. Louis--Solomon Rooks St. Louis--Symphony St. Louis- - Union Station St. Louis--U.S. Army St. Louis--U.S. Army--Automates Logistics Management Agency St. Louis--U.S. Army Aviation Research Center St. Louis--U.S. Army Aviation Systems Command St. Louis--U.S. Army Corps of Engineers see also Flood Control Flood Protection Project St. Louis U.S. Army Corps of Engineers-­Correspondence St. Louis U.S. Army Corps of Engineers- ­Newsletters St. Louis--U.S. Army Corps of Engineers-­North St. Louis Harbor St. Louis--U.S. Army Corps of Engineers-­Installations St. Louis--U.S. Army Corps of Engineers-­Material Command St. Louis- - U.S. Army Mobility Equipment Center St. Louis--U.S. Army Publications Center St. Louis--U.S. Army Reserve St. Louis- - U.S. Army Support Center St. Louis- - U.S. Department of Agriculture Laboratory St. Louis--U.S. Medical Laboratory St. Louis--U.S. Military Installations St. Louis--U.S. Military Personnel Record Center St. Louis Records Center St. Louis University St. Louis University--Agency for International Development St. Louis University--Commemorative Stamp St. Louis University--Fordyce Conference St. Louis University--Grants see Grants- -HEW- - St. Louis University see al 0 Grants--Many Sources--St. Louis University St. Louis University Medical School St. Louis University--One Hundred Fiftieth Anniverary of Its Founding- -Resolution St. Louis University - - Scott Shipe Case St. Louis Witholding Tax Sales Representative Protection Act Salk Vaccine see Health--Polio--Vaccine Savings and Loan Companies see Banking and Currency Committee-­Savings and Loan ee a/so Housing--Savings and Loan Scholarships and Fellowships School Lunch Program see also Education--Food and Nutrition Program School Milk Program see a/so Education--Food and Nutrition School Students Schools Program see a/ o Education entries Schools--Chrisiian Brothers ROTC Program Schools--Clippings see also Education--Clippings Schools--College Debate Topic Schools--Exchange Students Schools- -Grants see Grants--HEW- -Public Schools--High School Debate Topic Schools- - Integration see Integration Schools--Junior College District School Prayer see Religion --Prayer in Schools Schoir Investigation Scullin Steel Sea Level Canal see P anama Canal--Sea Level Canal Study Commission Seals see Publications Request for Seal Plaques Secret Service Securities Securities and Exchange Commission Security Assistance and Arms Export Control Act Security Contract Guards Select Committee on Aging see also National Institute on Aging Older Americana Act Select Committee on Intelligence Select Committee to Investigate Assaainations Select Committee to Investigate Missing in Action see also Foreign Affairs--Vietnam Select Committee to Reform Congress see also Congress Selective Service Separation of Presidential Powers Series E Bonds Sesquicentennial of Missouri see Missouri--Sesquicentennial Seaton, Elizabeth see National Saint Elizabeth Seton Day Seven Day War see Foreign Affairs--Israel-Arab War Sex Education see also Birth Control Family Planning Illegitimacy Population Growth Shoe Imports Shoe Workers Silver . see Banking and Currency Committee- ­Silver Situs Picketing Against Situs Picketing For "Slug" Law see a/so Banking and Currency Coins Small Boat Owners see a/ so Boats Small Business Administration . see also Banking and Currency ~ommlttee-­Small Buamess National Federation of Independent Business Poverty Program--St. Louis Small Business Devl. Center St. Louis- -Small Busm h Administration Smnll Businese Growth and Job Creation Act Smithsonian Snoapers Sonp see Food and Drug Admini1tration--Soap Soccer Team Social & Rehabilitation Services Social Security--ADC Social Security--Amendments Social Security--Benefits at Age 72 Social Security--Deduction for Education Social Security--Dis bility Social Security--Divorced Widows Social Security--Earning Limitations Social Security- - Equipment Rental & Purchase Social Security--General Social Security- - Health Insurance Social Security--Hospitallnaurance see also Social Security--Medicaid Social Security- - Include Qualified Drugs Social Security- - Increased Benefits Social Security-- Derr--Milla Social Security- -King/ Anderson Social Security- - Legislation Social Security Legislation--ADC Social Security-- Limitations on Earnings Social Security--Material and Reports Social Security--Medicaid see also Socinl Security- - Hospital Insurance Social Security--Medicare Social Security- - Medicare- -Clippings Social Security- -Medicare- -Coverage of Cancer Test Social Security- - Medicare for Physicians Social Security--Medicare-- Independent Laboratoriea Social Security- - Medicare- -Newaletter from HEW Social Security- - Medicare--Nursing Homes see a/so Nursing Homes Social Security--Medic re--Optometric and Medical Vision Care Soci al Security- -Medicare- -Profeseional Standards Review Organization Social Security- -Medicare- - Prescription Drugs Social Security--Medicare Reform Act Social Security- -Miniaters Social Security--Old Age Assistance Social Security--Old Age Insurance Social Security--Petitions Social Security Programs Social Security -- Proof of Age Social Security--Public As1istance see a/so Welfare Social Security --Reader'• Digest Soci al Security --Reducing Age Limit Social Security--Retirement at 62 Social Security--Supplementary Benefits Social Security--Widow'a Benefit• Social Service Regulations Soft Drink lnduatry Solar Energy Information Solar Heating Legislation Solid Waate Pollution see also Air Pollution Soula.rd Area Pollution Recycling Wute Water Pollution ee Housing-- Soulard Area South St. Louis see Housing--South Broadway see a/so Housing--South Side Soviet Jews--Foreign Affairs Soviet Union see Foreign Affairs--Soviet Union Space--Apollo 11 Space- - Apollo 13 Space Program see a/so Aeronautics and Space National Aeronautics and Space Act Space Program-- Russian Spanish Pavilion Special Prosecutor Spending Ceiling Sports Stamps ee Commemorative Stamps Postage lncreaae Postal Boutique Stamps, Food see Food Stamp Plan State, Dept. of ee also Kissinger, Henry State Department Authorization Bill State Dept.--Danny the Red's . . . Stockpile Strikes see also Housing-- Public Housing- - Rent Stip Mining Strontium 90 Strikes Labor Entries Postal Strike Railroad Brotherhoods and Organizations Railroads- -Strikes Taft-Hartley Billa see Drugs, Strontium 90 Student Loans see Education -- College Loan Program see a/ so Education- -Student Aid Bill Student Militants see Militants Subsidy Programs Sugar Act Sullivan, Leonor K.--Appointmenta Sullivan, Leonor K.--Billa Sullivan, Leonor K.--Conferee Appointments Sullivan, Leonor K.--Congressional Record Items Sullivan, Leonor K.- -Dura Letter Sullivan, Leonor K.--Election Material Sullivan, Leonor K.--House Subcommittees Sullivan, Leonor K.--lnterviews Sullivan, Leonor K.--lnvitations see Invitations Sullivan, Leonor K. - -Letters Sent in Multiple Copies Sullivan, Leonor K. --Letters to Other Members of Congress Sullivan, Leonor K.-- &en Sullivan, Leonor K.--Oftlce AdmiaiHra&ioa Sulliv n, Leonor K.--P Req t SullivM, Leonor K - -Por&raU Sullivan, Leonor K.- -P ~ Jg(IU see also Praa and • lleponen PreMCommeau Radio aad Televiaion --P . a.~a . aad lntervie a Sulliv n, Leonor K.--P.- Rele UNil-66 Sullivan, Leonor K.--P.- lUI•- Ul67-72 Sullivan, Leonor K -- P.- 1•- UI73- Sullivan, Leonor K.--PubllcitJ see also e • Rele --Radio Radio Sullivan, Leonor K.--Qu.UOnn.U. Sullivan, Leonor K.--R.edpee see Recipea Sulliv n, Leonor K.--Rerernb see Referrala Sullivan, Leonor K.--Scholanhip A arcl Sullivan, Leonor K.--Reaction ~ Presidential St tementa see a/ 0 Praa Commenta Preu and e 1 Reporters Sulhv n, Leonor K --Speech Inform tion R.equ . t Sullivan, Leonor K --Speech., Sulliv n, Leonor K --Speech., on the Floor ol the House Sullivan, Leonor K.--Speech., to Outaide Groupa Sullivan, Leonor K.--Tatimony Before Commiu­SuJUvan, Leonor K.--Tributa Upon Retirement Sullivan, Leonor K.--Votinc Record See a/ 0 Foreicn Afrain--Vietnam- -Mn. Sullivan'• Voting Record Sullivllll, Leonor K.--Workinc Woman of the Year Award Summer Youth Employment and Recre tton see a/ 0 Poverty Program--National Summer Sun T n Lotion Youth Procram ee Food and Drug Adminiatration--Sun Sunshine Bill Tan Lotion See a/so Freedom of Information Act Superaonic Tranaport Supplemental Security Income Supreme Court see a/ o Impeachment (J uatice Douglu) Judiciary Surplua Property Swiss B nk Account. .see Banking and Currency- -Swiu Bank Account• Synthettc Fuela Loan Guarantee Bill Tart-Hartly Ad Taft -Hartly Billa see Strikea Tariffa Tariffa -- Canadian Tar~ffa -- Koken Comp niea, Inc. Tanff•--Reciprocal Trade Tariffa- -Shoe Import. Tariffa- -Shoe lmporta Congreaaion I Record lnHrtl and Background M teriala Tax IUbate ee a/ o Internal Revenue Service Tax a.duction Ad Tax Reform T:.x nerorm Correapondence Tax IUform- -Material Tax Study Legialation Taxa- -Airline Taxa--Airport Taxa--City Eaminp Tax Taxa- -Clippinp Taxa--Deduction for Dependent. Taxa--Deduction of Education of Dependents .)ee a/so Education--Tax Deduction for Education Taxea--Dividenda Taxea--Eatate Taxea--Exciae Taxea--Excise Can Taxes-- Excise Handbap Taxea- -Exise- -Truckl Taxe•·-Gu Taxea--Gu and Oil Depletion TI\Xet--Home Owners Tax Deductions Taxn-- lncome Taxa- -Single Persons Taxes-- Income Taxa Taxes-- Inspection of Tax Returns Taxes- - lnve•tment Tax Credit Taxn- -Mi•cellaneou• Taxes- -Municipal Bonds Taxes--Prnidential Election Campaign Taxn- -Self-Employed Person Taxe1--State Taxation of Interstate Commerce Taxes- -Surtax Taxes--Transportation of Household Goods Teachera Corps ee Education--Teacher'• Corps Teacher '• Ret irement Teamsters Teamsters- -Monitorship Teamsters - -Strike• Technology Asseament Office see a/ SO Office of Technology Aueasment Telecommunication• ee a/ o Communication• Telephone Rates Television ee a/ so Communications Equal Time Federal Communications Commi1sion Freedom of the Preas Televiaion and Radio Programa Television--CBS-- Selling of the Pentagon Televi1ion-- Education Television --Educational Television--KTVI Ten Park• Improvement Auociation see Housing--Ten Park Improvement Aaaociation Tennants' Organization see Hou•ing-- National Tennenta' Organization Thailidomide see Drugs, Thalidomide Thanks Youa Thomas J efreraon Day Till, Emmet Timber Supply see a/ o Lumber Lumber PreaervaLion Le(ialalion Total Boy Project see Poverty Program--Total Boy Program Tourism-- Legislation Town House Project see Housing- -T own Houae Project-­Clipping Toxic Substances Control Act Trade--Imports and Exports ee a/ 0 Fair Trade Trade Bill International Trade Commiuion Oillmporta Trade- - Import/Export Clippinp Trade--Import/Export Rhodnian Chrome Trade Reform Act Trade--Shoe Import Trading Stamps Transit- - Bi- State ee a/ SO Bus Services Transit- - Bi-State Meeting Transit --Mass Transit- -Maaa- - St. Louis Transition Allowance for Rich rd Nixon see Nixon, Rich rd M.--Transition Allowance Transportation see a/so Grants-- Dept. of Transportation-­St. Louis Transportation, Dept. of-- Proposed Regulations see a/ 0 Har;ardous Material Transportation Trust Fund Transportation- -Miscellaneous Treasury Treasury Bonds Troublemakers Truck Bill Trout See Food and Drug Administration--Trout Truman , Harry S.--Medal of Honor Truman, Harry S.--Memorial Scholarship Fund Turkey See Foreign Affai rs--T urkey Turnkey Projects see Housing--Cabanne T urnkey Project see also Housing--Forest Park Blvd Turnkey Project Housing--Turnkey Projects Twelfth and Park Area see Housing--Twel fth and P ark Unemployment 1.'1! also Employment Health Insurance for the Unemployed Learning Business Centers • Unemployment Compenaation see a[ 0 Emerg ncy Unemployment Compenaation Aesistance Unemployment Compensation Form Letter and Material Unidentified Flyinc Objecta Union Electric Company See a/ 0 Lifeline Rate Act Union - Sarah Area see Housing- - Union- Sarah Unions ~l'e a/so Labor Entriee United Nations Poetal Union Recognition Railroad Brotherhoods and Organisations Railroads- -Strikes Railroads--Shopcrart Unions see Foreign Affairs- - United Nations United Nations--Reception United States- - Dept. of Agriculture U.S. Forces Oversea& United States Information Agency United Steel Workers of America University of Missouri see Missouri- - University Upper Missippi River Baain Commission see a/so Conservation--Upper Missisaippi River National Recreation Area Flood Control Upward Bound see Education-- Upward Bound Urban Affairs see a/ 0 City Planning Revenue Sharing Urban Coalition Urban League Training Program Urban Renewal ee Housing- -Urban Renewal see also Housing--Rehabilitation USS Pueblo see Foreign Affairs--Pueblo Utility Regulation ee Lifeline Rate Act Utility Loans see Emergency Utility Loans VISTA see Poverty Program--VISTA Vaporir;ers see Food and Drug Administration-- Vaporir;ers Varnish see Food and Drug Administration--Varnish Vaughn Area see Housing--Vaughn Area Veteran 's Administration see also Jewish War Vetrans Veterans ' Administration- - St. Louis Regional Office Veterans ' Benefits--Miscellaneous Veterans' Day Veterans' Employment Legislation Veterans--GI Bill Veterans --General Veterans Hospitals Veterans Hospitals --Closing Veterans Hospital-- Cochran Veterans Hospital- - Cochran--Admissions Waiting List Veterans Hospitals- - Consolidation of Outpatient Clinic Veterans of Foreign Wars see Veterans ' Organisations Veterans Hospitala--Harry S. Truman Memorial Hospital Veterans Hospitals--Jefferson Barracks Veterans Hospitala--Jeffenon Barracks- ­Admissions Waiting List Ve ~erana Hoapitala- -Miacellaneoua Veterana' Hoapitali- - Nunin& Horne Care for V eteran• Veterans--St. Louia Conaolidation Veterana' - - Houainc Ve ~erans '-- Lecialation Veteran• - -Military Retirement Veterans-- National Cemeteriea see also Jefferaon Barraclu Veterans-- National Life lnauranee Service Veterans Orcanir.ationa Veterana Penaiona Veterans P naiona- - Miacellaneoua Veterans Pensiona- -Spaniah American War Widowa Veterans Penaiona--War Widowa Veterans Pensiona- -World War I Vice President see a/ SO Agnew, Spiro Nixon, Richard M. Vietnam see Foreign Affain- -Vietnam Vietnam--Miaaing in Action Vietnam--Prisionen of War see also Foreign Mfain Villa de Ville see Houaing-- Villa de Ville Vitamin Supplement• see Food and Drug Adminiatration -- Vitamin Supplement• Vocational Education see also Education--Residential Vocational Education Education- - Vocational Education Vocational Rehabilitation Voter Registration see also Election Reform--Post Card Voters Registration Federal Voting Assistance Program See also League of Women Voters Voting Age Voting Rights Act see also Election Reform Wage and Price Controls see also Minimun Wage Price Freer:e War Claims War Claims--Foreign War Insurance War Powers War Protest see Foreign Mfain--Vietnam see a/so F oreign Affaira--Cambodia Washington D.C. see District of Columbia Washington University see also Grants--HEW--Washington D.C. Grants--Many Sources-­Washington University Washington University Medical Center see Housing--Washington University Medical Center Water see also Food and Drug Administration -­Water Water Diveraion of the Misaiuippi River to Texas Water Flouridation :,ee Flouridation of Water Water Pollution see a/so Air Pollution Pollution Solid Waste Pollution Water Pollution Laboratory Water Resources Planning Act see Conservation--Water Resources Water,ate ee at so Nixon, Richard M Waterway User Changes see a/so Lock and Dam 26 Weapons see Arms Control see also Disarmament Nerve Gas Nuclear Weapons Nuclear Weapons--Testing Weather Weatherir.ation Assistance Act Welfare see also F amily Assistance Health and Welfare Council of Greater St . Louis Welfare-- Clippings ee also Family Assistance Material and Clippings Welfare--Family Support see also Family Assistance Act Wellston, MO see Housing--Wellston West End see Housing- -West End West Pine Apartments see Housing--West Pine Apartments Wheat Research and Promotion White House Conference on Aging White House Conference on Children White House Releases by President Wild Rivers Bill see Conservation--Wild Riven Wilderness see Conservation-- Wilderness Wire T apping and Bugging see also Internal Security Women see also Advisory Council on Women's Educational Programs Anthony, Susan B. Insurance Coverage for Women League of Women Voters Minority Groups National Center for Women Women--Clippings Women- - Commissions on the Status of Women Women- -Employment Opportunities see also Equal Employment Equal Pay for Equal Work Women--Equal Rights Amendment see also Civil Rights--Equality for Women Women--Equal Rights--Clippings Women- - Equal Rights- - Congressional Material Women- - Equal Rights--Correspondence Women - - Equal Rights--Material Women--Higher Education Women in Military Academies Women in Politics see also Campaign Conference for Democn&ic Women Miaouri- -Sta&e Poli\ica St. Louia--Politica Women in Politica--Requ.ta for Jnfonnation Women in Public Service Women--Jnaurance see Jnaurance Covenc• for Women Women--International Women'• Year Women--Media Editorall and Repli• Women--Neweletten Women--Orcaniaatione see also Bueineu and Prof-ional Women'• Club Council of Catholic Women Workmen'• Compeneation Lawa see Labor- - Workmen'• Compeneation Lawa World Affaire Council World Federation Y oun1 Adult Coneervation Corpe Youn, American• for Freedom Youn& Democrat. of St. Louia Youth Affain see a/so Metropolitan Youth Commiuion Youth Appreciation Week Youth Camp Safety Act Youth Opportunity Unlimited 220-002738559 sro