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After months of will-they-won't-they speculation, the Xi Jinping-Joe Biden summit in San Francisco next week is on. Unless of course some black swan should spoil the diplomatic inertia drawing the two leaders together.After jumping the hosting queue to take on the convening duties for this year's Asia-Pacific Economic Cooperation Economic Leaders' Meeting, the U.S. has now guaranteed that its own agenda for the summit — supply chain resilience, digital trade, connectivity, small and medium-sized enterprises, climate change and sustainability — will be well and truly overshadowed by the focus on the face-to-face between the two most powerful leaders in the world. The sideline session will be the main event.In the world of "omnicrisis" — in particular, the Ukraine conflict and the Israel-Hamas war and siege of Gaza, and the global challenge of climate change — China and the U.S. have to be in communication, settled into a working rivalry based on the Biden administration's "three Cs" framework of cooperation, competition and confrontation. Washington and Beijing are both an indispensable partner and an inevitable adversary — they can and will clash, even in a manner reminiscent of the brinkmanship of the Cold War, but for global stability, peace and environmental sustainability, they must work together on critical international crises, or at least talk about them. A China-U.S. war, which strategists in both countries have spent countless hours gaming out, would be a meaningless contest, with no winner, only losers and unfathomable collateral damage.Biden and Xi could have met in September at the G20 summit in Delhi, but Xi was a no-show — possibly to avoid a visit to India, the geopolitical belle-of-the-ball with which China has a bubbling border dispute. More likely he needed instead to attend to urgent domestic matters such as China's weak economy and troubles with two disappeared ministers who were eventually sacked. The Chinese have remained officially non-committal about Xi's attendance at APEC too, but Foreign Minister Wang Yi's two-day October visit to Washington, capped by an hour-long encounter with Biden at the White House, has apparently confirmed the appointment.Both sides appear willing to keep the tête-à-tête on track. For one thing, the stream of high-level contacts since Secretary of State Antony Blinken went to Beijing in June, a visit postponed by the "spy balloon" brouhaha, has continued unabated. Treasury Secretary Janet Yellen was in China shortly after, followed by Biden's climate envoy John Kerry. Commerce chief Gina Raimondo, the administration's point person on economic sanctions and trade restrictions, arrived in August. There have been telling cameo appearances, too. In July, centenarian Henry Kissinger flew in to be celebrated as an "old friend" by the Chinese leadership including Xi. In October, Senate Majority Leader Chuck Schumer led a bipartisan congressional delegation to Beijing, meeting Xi two days after the surprise attack on Israel by Hamas terrorists. Later in the month, California Governor Gavin Newsom breezed through China on a tour pointedly focused on climate change. Widely regarded as a presidential hopeful, Newsom was the first American governor to visit China in over four years and the first to be received by Xi in over six years. Signs that China is eager for the Biden-Xi meeting to go ahead and for the two countries to put their relationship on a more productive footing have been discernible. Wang Yi has been meeting for hours of talks with both Blinken and Biden national security adviser Jake Sullivan at different venues around the world. Besides receiving American officials in Beijing, China has reciprocated with visits to the U.S. by Commerce Minister Wang Wentao in May, Wang Yi at the end of October, and on the eve of the APEC meeting Vice Premier He Lifeng, Yellen's counterpart. But possibly the most significant re-engagement move so far was the resumption of defense contacts at the end of October when Chinese and American officials met briefly at a multilateral security forum in Beijing. The U.S. had been trying to restart military-to-military talks which China cut off after then-Speaker of the House Nancy Pelosi visited Taiwan in August 2022. American Defense Secretary Lloyd Austin had reached out to his counterpart Li Shangfu, also a U.S.-sanctioned individual, requesting a meeting on the sidelines of a conference in Singapore in June, but was refused. Li was removed from his position on October 24. Austin has requested a meeting with his yet-unnamed counterpart at an ASEAN defense ministers gathering in Jakarta on November 16. Where does all this put the China-U.S. relationship? There is little expectation that the Biden-Xi meeting will yield any significant outcome. When they met in Bali in November 2022, the two had discussed "guardrails" to prevent the contentious relationship from deteriorating into conflict. Some of those preventive mechanisms are now in place. The two governments launched working groups on economic and financial issues in September, with the former meeting for the first time by video conference on October 24. Both groups are supposed to convene again when Yellen and He confer in San Francisco on November 9-10.The diplomatic exchange between China and the U.S. is arguably the highest and broadest since the eighth and final round of the bilateral Strategic and Economic Dialogue (S&ED) in 2016. The S&ED was a series of senior-level discussions launched in a limited format during the George W. Bush administration and expanded in 2009 by Barack Obama. While the two nations are not yet back to that level of engagement, the launch of mechanisms for regular consultations goes against the persistent narrative of utter negativity. To be sure, the two sides may be talking at cross purposes, merely airing grievances. China is seeking relief or at least a pause from all the sanctions and exclusions, particularly on advanced technology transfer and financial flows. The U.S., however, is unlikely to comply, especially with the 2024 election campaign already underway. One of Beijing's demands for Xi's presence in San Francisco is for Washington to refrain from announcing fresh trade restrictions before, during or soon after the Biden meeting. Other complications are on the horizon. Some regional analysts argue that Beijing will want to challenge Washington at this geopolitically fraught time. But the Chinese are no less stretched diplomatically and, more to the point, are facing serious economic challenges at home. The Taiwan presidential election in January will surely be preceded and followed by the mainland's customary military menacing. Washington's drift away from its traditional ambiguity on defending the island is the biggest irritant in China-U.S. relations. Actions by both China and the Philippines in the South China Sea have raised fears of a conflict that could draw in the U.S., which has a mutual defense treaty with Manila. Meanwhile, Hong Kong is planning on passing more security laws in the first half of 2024. As the U.S. elections approach, the political rhetoric and policy making in Washington are likely to get more performative and provocative.This is not (yet) a G2 world, but Xi and Biden could capture imaginations by together engineering a diplomatic masterstroke in San Francisco if they were to announce a trio of cooperative projects: first, a joint effort to convene relevant parties to resolve the Israel-Hamas war and set a pathway to a two-state solution to the Israeli-Palestinian conflict; second, a collaborative initiative to bring peace to Ukraine; and third, an agreement to catalyze countries to increase commitments at the UN Climate Change Conference (COP28) in Dubai in December. And while they are at it, they should endorse rebounding post-pandemic bilateral cultural and educational exchange (Washington can reinstate the Fulbright program with Hong Kong and the mainland), renew the U.S.-China science and technology agreement set to expire early next year, and reboot China's program to loan pandas to American zoos. An impossibility? Optimists in these dire times should dare to dream.
Issue 20.3 of the Review for Religious, 1961. ; CONGREGATION OF SEMINARIES Ecclesiasti .al Formation Prot. ,N., 2121:60 LETTER TO THE EPISCOPATE IN THE THIRD CENTI~NARY YEAR OF THE'DEATH OF ST. VIN, CENT DE PAUL ON CERTAIN PROBLEMS OF EC-CLESIASTICAL FORMATION. Your 'Excellency, On June 5th of last y.ear, the Sacred Congregation of Studies, prompted by the wonderful example of the priestly life as typified in the holy Curd of Ars, addressed a letter to the episcopate. [For the text of this letter, see REview Fort R~I.~ctous, 18 (1959), 321-27.] The,.purpose of this letter was to recall to mind some fundamental princi-ples 'of ecclesiastical formation, the lack of which might irrevocably affect the sound preparation of the candidate foi" the priesthood and thus his success in the sacred minis-try. The radiant figure of St. Vincent de Paul, whose name in the third centenary 6f his death has resounded in every corner of the world, induces us to continue and complete our thoughts on this matter. The occasion presents to us anew the life of a saint who/it can be said, was a perfect pattern of Jesus Christ, the Eternal Priest. It offers an ex-ample which merits the earnest consideration of all those who are engaged in preparing students for the priesthood, preparing those who have answered the call to fashion themselves according to the model of the Master. Do not think that w~ are presenting an anachronism; if the spir-itual conditions of the clergy and of ecclesiastical training are happily" very different from, those under which the saint carried out his ~igorous reform, nevertheless the guiding principles which were the leaven of his multiple activity ever remain valid. His activity was impir(d by the eternal value of the Gospel message. The heroic charity which permeated his whole life ca~ not be explained or understood in its full significance un-less we realize that it had its origin in his great concept of the priest and the duties of a priest. ÷ ÷ ÷ Ecclesiastical Formation VOLUME 20, 1961 I6! ÷ ÷ $ac~ed Congregation o] Seminaries REVIEW FOR RELIGIOUS In a time of dire calamity which he felt deeply in his heart, he knew how to confront miseries with comfort and to help all those in need. Through his w~ork of refor.m he had already enkindled in the clergy that zeal which fosters in the faithful the.well-springs of charity. It car/be safely affirmed that there are few ~who l~ave felt to the same extent as St. Vincent de Paul the shpernatural value of the priesthood and its essential importance the Church as the source of Christian life. He had in com-mon with his great contemporaries of the French school a most tender devotion to the mystery of the Incarnation and to the Priesthood of Christ; nevertheless, inspired by his own pastoral experience, he gradually develgp.ed spirituality of his own which was directed immediately towards the practical pastorate and was sustained by an ever.more earnest zeal for,the salvation of souls. His out-look ~ras determined by concrete cases and showed itself in various ways, but it was always based on this funda-mental principle that the priest is the man whom God has selected and called to participate in the Priesthood of Jesus Christ. His task is to continue the work of redemp-tion and, animated with the spirit of Christ, carry still fur-ther .the work which Christ has done and in the way He has done it. For St. Vincent de Paul, our Divine Lord is above all the Savior of mankind and the priest must be another savior who continues His mission of salvation. Therefore he clearly saw. tha_t, the firs5. qualit~ies a prie~st should possess are an ardent charity and apostolic zeal and that if the love of God be the soul of priestly activity, the object of that love must lie in the salvation o~ rfien. See how the saint emphasizes effective love of God: Let us love God, my brethren, but at the cost of our toil and the sweat of our brow. For it often happens that' the various affective acts of the love of God and the interior motions of tender heart, even if they are good and. desirable, are none the less suspect if ,t.hey do not result in effective love. Our Lord Himself says: 'In this is my Father glo~ifidd: that you bring forth very much fruit" (Jn 15:8). w~ must be on our guard be-cause there are many who think that when their exterior de-portment is correct and they are: filled with great sentiments tqwards God that they have fulfilled their duty; but.when they are confronted with the practical work of the apostolate their inadequacy is made manifest. They flatter tti~mselves with their lively imagination; they'are content to converse sweetly with God in pra~er; they even talk the language Of the~ angels; but outside of this when it is a. case of working for God, when.is a case of suffering, of mortification, of instructing the poor, of going in ~earch of lost sheep, of being content'under l~ri~,tions, of a~cepting illness and bther misfortunes, alasl they are not to be counted on, their codrage~fails. Nol Nol We must not deceive ourselves: our whole jqb consists in working.1 a St. Vincent de Paul, Correspondance, entretiens, documents, 162 edited by P. Cost~ (Paris: 1919--25), 11, 40-1. .We c~n say, then, that St. Vincent de Paul sees the priest in- the light of his ministry for souls, souls who are buried in.ignorance of the truths of the faith, souls who are in a state of sin. Or better still, he sees the priest in the light of his service of Christ Himself~' th~it Christ whom the saint kriew how to perceive clearly in the suffering members of the Mystical Body, .even though immersed in the most ab-ject spiritual and bodily misery.- His intense activity consisted in the continual oblation of himself for love of the.God whom he saw and loved in his brethren. Was this activity separated from prayer and from union with God? Such a thought would be the great-est affront to the saint bf charity, since the fire he en-kindled. in others, he had first drawn from the heart of God Himself. We can not do better than to continue the above quotation where We see how graciously the saint treats of the point in'question: ~ There is nothing more conformable to the Gospel than for us to accumu_lafe light and strength for our own souls in prayer, spiritual reading, and solitude, and then to bestow on men this spiritual food. In doing so, we are following the example of our Lord andHis Apostles; we are uniting the task of Martha to that of Mary; we are imitating the dove which itself takes a part of the food.it has gathered for its own nourishment and gives the.rest to feed its young. This is what we must do. This is how we must prove to Gbd that wd love HirfiNthrough the mh.dium"of~ our good works? The aspect'under which he loved to think of the Savior is that foretold, by the Prophet and used by Christ at the beginning of His public lifein reference to Himself: "The spirit~of the Lord is upon me. Wherefore he hath anointed me to preach the gospel to the poor, he hath sent me to heal the contrite of heart, to preach deliverance to the cap-tives, and sight to the blind, to set at liberty them that are bruised, to preach the acceptable year of the Lord and the day of reward" (Lk 4:18-19). The poor, those in tribula-tion and distress, were indeed the special care of Vincent de Paul even if he did not exclude any social class from his apostolic work, seeing it to be his duty as a priest to work for the salvation of all. But to the poor and humble he cer-tainly showed his preference. For them his love was bound-less; it was a love which has given us the most glorious pages, in the annals of Christian charity. They were his principal concern in his reform of the priesthood. "Make good priests" a favorite expression of his meaning "Make holy priests"--signified for him a bringing back of the clergy particularly to their mission of preaching by which th, ey would rescue the people from their ignorance of the truths of the faith and lead them away from sin. By means of this he established an indissoluble link between the See the preceding note. ÷ ÷ ÷ Ecclcslasticai Formatio~ VOLUME 2~ 1961 163 ÷ Sacred Congregation ot Seminaries REVIEW FOR RELIGIOUS 164 priesthood' and the laity: good priests mean a good laity; ignorant or sinful priests are their ruin. From this unify: ing principle, "As the priest, so the people," were derived all St. Vincent's projects for the formation and sanctifica-tion of the clergy: the Congregation of the Mission, for ordinands, the Tuesday conferences, clergy re-treats, and especially the establishment of seminaries. his innovations bore the stamp of God's approval, for hav-ing first given himself up to humble and unceasing prayer he then went forward with his plans slowly and carefully so as not to jeopardize, as he used often say, the work of God. That was in fact characteristic of the man: to ensure that in every undertaking, big or small, he followed will of God, avoiding all forms of impatience which is detrimental but especially so in the carrying out the designs of God. This accounts for the qualities of en-durance which characterized his work. He sought God's will in all things, straining with the single-mindedness a saint towards the perfection which was his ideal for priests. Selection and Evaluation of Candidat.es The reply of St. Vincent to those who were proposing one of his own nephews for sacred orders out of motives not altogether praiseworthy is well known. He s~tid: "F~my part had I known at the time when I haft the rashness to enter the ecclesiastical state what I subsequently learned, I would have preferred to work in the fields than to go forward to such an awe-inspiring state." If we can see here evidence of the saint's constant and profound hu-mility, we can also see an indication of his very great reverence for the priestly vocation. In those unfortunate days when men entered the priest-' hood for motives, other than the wish to serve God and save souls,. St. Vincent's only preoccupation was to prevent from such an unworthy course those "who make the just weep tears of blood." Clearly the reason for his care was that "God gives the graces needful for this hgly state only to those whom, in His goodness, He calls,''3 "Those who enter there without His call would seem to be lost.''4 In these and similar quotations there is obviously evidence of Jansenistic pessimism; we know well St, Vin'-' cent's undying hatred for the harm caused by this teaching and the part he played in its condemnation. Of course, th~ fact is that he saw the priestly vocation through the eyes a saint--in other words, in its true supernatural light. Each priest is individually chosen by God who gives St. Vincent de Paul, op. cir., 6, 155-56. St. Vincent de Paul, op. cit., 5, 569. qualities necessary for his state and the graces to live up to its obligations. It was, therefore, with the express inten-tion of testing the genuineness of vocations and making them effective for leading souls in the path of justice and salvation, that the saint applied 'himself with:unflagging zeal to the establishment of seminaries formed on the Zri-dentine decrees. His first difficulties and reverses in no way daunted him. ., The seminary is of necessity a place of selection and for-mation where~the Church lays on superiors the onus of picking out those really chosen by God in, order that these may be'brought to the height of perfection demanded of them fbr the profitable exercise of their ministry in the world. Selection and formation, therefore, are two essen-tial factors of a seminary which can not be changed. The Church d~mands that this be recognized at all times and under all circumstances. She is guided by Divine Wisdom in the adoption of new methods and their adaptation, de-ciding with loving care how to meet changing conditions. She can never afford to compromise, her fundamental at-titude when dealing with seminaries; according to their state, she flourishes or declines. 'The priesthood is such a high calling, it demands so fine a character, it confers such great powers that it must be the result of a special choice, a special vocation from God. This special vocation is essential to those who are to receive the dignity and exercise the prerogatives of the priesthood. It follows that both the student and the Church should make it their business to find out what the will of God is in each individual case: the student that he may not lightly intrude himself into a state of life so exalted and to which he can lay no claim, the Church that she may not take the risk Of conferring orders on one who has not the necessary requirements. The Church has the strict obligation to seek the signs of a true vocation in all who feel themselves called to the sanctuary. She must make sure, at the same time, that they have the quali-ties which will enable them worthily and efficiently to ful-fill their office. We know that whenever God lays on men such exalted duties and responsibilities, He gives to those so chosen sufficient graces to enable them to carry them out worthily. The candidate puts himself, forward for the judgment of. superiors. It is for the superiors to judge and act accordingly. This scrutiny begins from the time a student first enters the seminary. It ends either with his ordination or with his dismissal as soon as it becomes apparent that he is un-suitable. Each superior in a seminary has his own particu, lar sphere but each, by reason of his sacred trust, has a twofold office. He is to be an educator in the daily task of making a new man out of each of those entrusted to his ÷ + + Ecclesiastical Formation VOLUME 20~ 1961 165 + 4. 4. Sacred Congrega6on oy Seminaries REVIEW FOR RELIGIOUS charge; and he is to be a judge as to whether they are corresponding to the graces they have received, as to their progress or otherwise, as to the evidence of further physi-cal and spiritual develolSment, and. as to their resistance to or inability to profit by the work of formation, it task which can not be shirked. The superiors, in their ac-tions, must be guided by the light of God to whom hearts are open and whom all hearts obey. To evaluate a vocation properly, it is indispensable know the student's whole personality. Taking qualities and abilities singly, considering weak points and defects in isolation, it is possible to be seriously mistaken. These elements must be considered under the aspect of a per-son's whole character-only thus can~ they be viewed their proper light. If we are to reach a-correct judgment on the vocation of candidates for the priesthood, we must not base that jtidgment on first impressions of a particular facet of their character. Rather, we must strive to see the whole person and thus we can reach a balanced estimate of the particular elements which form the,total character. There is a fundamental element in every person from which all the facets of his character spring.It follows, therefore, that the. superior's energy must be directed a profound study of each individual student, maximum importance to,the resourceful energy of the mind which is called will power. For example, some brilliant personalities at first make ¯ very favorable but often they are inconsistent characters who lack the necessary stability and will be unable to face tomorrow's temptations and the great trials of life ahead. They will fall victims to fatal weaknesses altogether much for their defective will power. At other times a. close scrutiny can reveal as' unjustified'the esteem held up then for .the piety or at least the devotional piety of youth who~ otherwise showed no great strength of:'charac-ter. We speak of that apparent piety which is the uncon: scious refuge of the intellectual and spiritual pauper who, once his environment is changed, will stand revealed in his weaknegs, We would insist that superiors watch closely over un-stable natures to see whether this weakness springs only from the youth of the students concerned. This will especially apparent in adolescents. On the other hand, may be a permanent defect of character, as in a youth who will apply himself to a hundred tasks without seeing through to its completion. He may be a pefson of nervous temperament, always vacillating and undecided, who puts one in mind of the: basic neurosis underlying these symptoms. Such characters as ~these, the products of, a world in ferment almost to the point of frenzy, can be blamed for their condition, but they are certainly the most suitable candidates for the ranks of the priest-hood. This requires a strong and even temperament, one ready to endure any sufferings and to take any risks for the advancement of God's kingdom. Therefore, both the who!e.personality and the. many individual traits must be thoroughly.examined, with par-ticular attention being paid to psychological and emo-tional stability. The superior is dealing with the realms of the spirit where the meeting.~of God with man is the inti-mate personal; responsibility of each individual; he must tread warily, making constant use of humble prayer, ap-proaching God with reverence, waiting and listening and sensitive to the-manifestations of His will. Supernatural means must always take the first place, but the aid which the sciences of the educationalist and the psychologist af-ford should not be forgotten. When one's own experience does not suffice, a specialist should be called in. This, of course, must involve no compromise of the faith and nothing which is contrary to Catholic morality must be countenanced. We can never be too careful in such deli-cate matters; this is especially~true because, as competent psychologists tell us, the mental maturity of modern youth frequently lags behind his physical growth---a trap for the unwary who would content themselves by judging from appearances. . In this matter, the Code of Canon Law, c. 973, §3, clearly lays down that there must be "a moral certainty based on positive arguments" . of the candidate's suitability. That is the judgment to be formed before a superior can with a safe conscience advance his candidates to holy orders. If it is impossible :to arrive at this moral certainty, the other rule must be applied, the r_ule stated by Pope Plus XI with equal clarity in his encycIical,letter .4d Catholici sacer-dotii of December 90, 1935: ", . in this [the Pope is speak-ing of dismissal from seminaries] they should keep to the most secure opinion, which in this case is the one most in favor of the penitent, for it saves him from a step which could be for him eternally fatal.''~ The. reason for this clefir~and uncompromising attitude must be evident to all who have at heart the good of the Church whose well-being depends on the qualities of her ministers. In her age-long wisdom, the Church has satis-fied herseIf of the real worth of these qualities, all the more so in view of the heavy burdens she places upon her ministers. Daily, every priest has an enormous weight of pastoral responsibility to bear. The various urgent prob-lems which clamor for his attention create tension and fatigue. He is beset with dangers at every step he takes in a world which is losing its Christian values and submitting ~Acta Apostolicae Sedis, 28 (1936). 41. ÷ + ÷ Ecclesiastical Formation VOLUME 20, 1961 ÷ ÷ ÷ Sacred Congregation ~o! Seminaries REVIEW FOR RELIGIOUS 168 to a paganizing influence. In view of this, it is no wonder that the Church exercises the greatest caution in the choice of those who are to be her priests. For the sake of her good name in the world and for the common good of the faith-ful, she can not afford to advance to orders even a single one whom she deems less suitable, such is the damage she might suffer at his hands. The unsuitable student of today is the unworthy priest of tomorrow. The Church must train up young men of sound moral fiber, ready to re-spond to the highest ideals, men of deep-root.ed convic-tions, prepared for sacrifice arid self-oblation. Only then does she feel confident in presenting them to her divine Spouse for the seal of ordination. Canon law carries a warning for those who have not a true understanding of the "tutiorism" clearly set forth in both general and par-ticular terms in many papal documents. They can not escape the penalty for defaulters with regard to the canon mentioned above. In fact, they are running a grave risk of "sharing in the sins of others:" All laxism must avoided and no other method or moral system may be countenanced which departs.from the line laid down, es~ pecially when it is a matter of making a final decision on student's ability to observe clerical celibacy. Undoubtedly, some otherwise sound moralists hold opinions which can hardly be reconciled with the "tutiorism" of papal pro-nouncements and repeated above. Unfortunately, there is no escaping the fact that 'in spite of the strict instructions of the Sacred Congregation of the Sacraments (Quara ingens of December 27, 19~0, and Magna equidem of December 27, 1955) not a few candi-dates without a true vocation have been admitted to holy orders. It is not a question of mistakes due to human falli-bility, since on examination of the hist6ry of many ship-wrecks, one becomes perfectly aware that clear indications of a lack of vocation to the priesthood could have easily been noticed during the period of training in the semi-nary. Besides, the Sacred Congregation itself has been able, through periodic apostolic visitations ordered in the vari-ous countries under its jurisdiction, to verify the.fact that not infrequently the fault lies in an inadequate sifting of candidates and the retaining in seminaries of students of little promise either from the human or from the supernatural point of view. It would seem that the policy of many superiors is guided by ~the sad state of dioceses which are hampered by a serious lack of priests. How can one act differently, one hears it asked, when we have not the necessary organization for pastoral work---even for the bare. administration of the sacraments? Is it'not per-haps better to have priests, even if they are not the best type of priests, as long as they provide ior the basic spiritual needs of the faithful? Such a utilitarian concept of the priesthood constitutes a denial of the very essence of the priestly vocation and the priestly ministry. Even if it is true that the efficacyof the sacraments does not de-rive from the goodness of the~minister, yet it is no less a fact that the building up of Christian life is closely bound up with the holiness of God's priests. Their mission, as seen from the Gospels, consists precisely in enlightening their flock and protecting them from corruption, not only iby means of grace, but also by the personal example of 'their lives (see Mt 5:13-14). We must not reduce the priest to the level of a mere bureaucrat of the things of God by ignoring his personal qualities and depriving him of the glory of his intimate union with Christ, a union which consists not only in sharing in His powers but also in copy-ing His virtues. This would be to deny in practice the in-escapable demands of the Catholic priesthood and its transcendent dignity. Preoccupation with numbers regardless of quality is clearly seen to be a mistaken policy. The admission to the sacred ministry of men who are only mediocre is a corrupting influence not only on the zeal of their fellow priests whose apostolic effort is thereby lessened but above all on thd intensity of the religious life of the laity. This last, of course, is a necessary condition for the birth of good and numerous vocations. It is' well to remember that in the ordinary course of events the appearance and develop-ment of priestly vocations d~rive from the personal action and example of the priest as from their instrumental cause. It is an undeniable fact that vocations flourish where there are real men of God~' SuCh men who believe in and love the sublime things they handle show forth in all its pure beauty the ideal which they preach. Acting as poles of attraction, they enkindle the spark of the divine call in generous souls who respond to living example rather than to mere words. Let it therefore be quite clear that preoccupation with numbers, whenever it tends to compromise quality, is self-destructive, slowly but surely drying up the sources of vo-cations and paralyzing the work of divine grace. It shows a weak faith, as we see from the vigorous words of Pope Plus XI, quoting St. Thomas Aquinas: Bishops and religious superiors should not be deterred from this needful severity by fear of diminishing the number of priests for the diocese or institute. The Angelic Doctor, St. Thomas, long.ago proposed this difficulty and answered it with his usual lucidity and wisdom: "God never abandons His Church; and so the number of priests will be always sufficient for the needs of the faithful, provided the worthy are advanced and the un-worthy sent away." . We reaffirm that one well-trained priest is worth more than many trained badly or scarcely at all. For ÷ ÷ Ecclesiastical Formation VOLUME 20, 1961 169 4, 4, Sacred Congregation o~ Seminaries REVIEW FOR RELIGIOUS 170 such would not be merely unreliable but a likely souxce of sor-row to the Church,° This Sacred Congregation, therefore, demands with all the force that accrues from its high mandate of watchful-ness, that the most exact and scrupulous care be taken in the choice of candidates. We exhort all those responsible for the task of selection not to minimize in the slightest degree, the wise rules laid down in this matter by Holy Church. Are we to allow ourselves to be overtaken in this respect also by'the children of darkness? We are well aware of the great care these latter exercise in the selection and training of those of their disciples who show the greatest natural gifts and display an ability to influence others; their intention is to use such men to permeate the masses and gain them for their own ends. It is a principle both human and divine that the fate of institutions depends on quality and not on numbers. "Gidedn, with an im-mense host at his command, a host seemingly ready to face any danger or difficulty, hears it said to him by the Lord that in great enterprises, one must count on few, not on many. Selection is the rule of existence, of progress, and of perfection.''7 Let us, therefore, rest our hopes on those alone who are chosen by the Lord. Filled with the spirit of Christ, these men will be the vigorous band who by the integrity of their lives and their burning zeal for souls, will,lead the people of God back to the pure.sources of Christian life, thus ensuring the growth of a vigorous generation of priests. The Training of .Seminarians "To devote oneself to making good priests and~ to co-operate to this end as the secondary, efficient, and instru-mental cause, is to fulfill the very task of Jesus Christ. Our Divine Lord during His life on earth seems to have taken it as His very special work to train twelve good priests, His Apostles; with this end in view, He deigned to stay with them some years to instruct and train them for this sacred ministry." Teachers in seminaries must, then, be intimately united to Christ and must give themselves com-pletely to Him, for their work is the priestly work par excellence, "the most difficult, the most sublime, the most important for the salvation of souls and the progress of Christianity.''s "To make'more perfect priestsl Who can understand' the sublimity of this work?"9 "To make good priests is the greatest achievement in the world; it is ira-e Ad Catholici sacerdotii, Acta Apostolicae Sedis, 28 (1936), 44. ~ John XXIII, "Discourse ~to the Students of the Roman Colleges," January 28, 1960, in Acta Apostolicae Sedis, 52 (1960),272. sSt. Vincent de Paul, op. cir., 11, 7-8. * St. Vincent de Paul, op. cir., 11, 9. possible to conceive anything greater or more impor-tant." 10 For St. Vincent de Paul, therefore, those who have the task of educating candidates for the sanctuary can only be described as the perpetuation of Christ in th.eo~ighest realms of the priesthood. Such m~n carry on the teaching work of our Savior, instilling into the youths called to fol-low Him, those principles which He Himself taught to His Apostles before He sent them out tO procla.,im the message of salvation before men. It follows from this that in the mind of the saint, the seminary must be nothing other than a school in which the students, by means of a fitting preparation, learn those things both human and divine which they will need later if they are to bring forth the fruits of salvation. But they must learn these lessons from their superiors who, for them, stand in the place of Christ and who must be capable of instilling in them the spirit of Christ. The saint's spirituality is vigorous, Some have even con-sidered it hard, but such people have stopped at the mere letter of his vehement teaching without considering the thought behind it. It is true that he never tires of preach-ing reunciation, sacrifice, and detachment from family and from worldly goods; he demands the unconditional surrender of the will; he condemns in no uncertain terms indolence and laziness; he. brands pride as the chief ob-stacle to the triumph of grace in the soul of the priest. He insists on penance as the undoubted means of bearing fruit in the sacred ministry; he exalts the value of suffer-ing, renunciation, sacrifice, and detachment fromrfamily, the complete submission of one's own spirit in order to possess the spirit of Christ. Here we have the pure teach-ing of the Gospel, untainted by compromise or human considerations. It is from the Gospel that the Vincentian method of seminary training gains its strength and vigor. If the saint demands renunciation and sacrifice, he shows them in the light of the love of Christ and of souls. He preaches death too but only as the gateway to a richer life; he too takes the shears to the vine to prune it, to cut away all that is disordered and superfluous, but it is in order that the plant may have a more vigorous growth; he too preaches immolation in union with Christ, but it is as a way of coming to the triumph of the Resurrection at Easter and to the fullness of the Holy Spirit at Pentecost. Because he was intolerant of any form of self-love, including that kind which is more subtle and capable of cloaking itself ambiguously under the most plausible pretexts, he had a heart as vast as the ocean, a heart which was most t~nder, always ready to sympathize with every form of misery, ~°St. Vincent de Paul, up. cir., 12, 14. + + + Ecclesiastical Formation Sacred Congregation of Seminaries REVIEW FOR RELIGIOUS 172 and to beat with a zeal which in him was a devouring flame. Worthy friend of St. 'Francis de Sales, he possessed the delicate virtues of meekness and forbearance; he could rise on the wings of the supernatural over the limitations of human nature and yet stoop with understanding to its weaknesses. He was the Good Samaritan who saw in hu-man nature the humanity of Christ. For this reason he looked upon it with serenity and kindness, seeing it as the necessary foundation on which the dignity of redeemed mankind had to be built. But being conscious of its weak-nesses, he would allow it no more than the role of a means, never that of an end: "For he that will save his life, shall lose it; and he that shall lose his life for my sake, shall find it" (Mt 16:24-25). It is often repeated, and not without truth, that prior to making priests, the teachers in our seminaries should make it their first care to train upright men. The purpose of this assertion is to emphasize the importance of human qualities in the full priestly personality. This is the sincere mind of the Church. She demands precisely the presence of notable natural gifts in formulating a positive judg-ment on the worthiness of candidates, and these are the foundation, the starting point, of the ecclesiastical forma-tion. A vocation does not involve the rejection of the hu-man qualities of man. On the contrary, it places the high-est value on what he is by nature and by grace. The God who gives the divine call is the same God who has be-stowed the gifts and who waits for the day when these talents show their increase (see Lk 19:22 ft.). Grace does not destroy nature; but, according to a Thomistic princi-ple so very fertile in the field of theology, it restores, puri-fies, elevates, and transforms nature. Moreover, it can even be said that, in the ordinary course of events, nature con-ditions grace inasmuch as the action of grace is facilitated where human qualities abound, whereas it is stultified where human qualities are lacking. Consequently, any-thing which is contrary to nature has no part in Christian and priestly virtues; and any educational system which dis-dains natural virtues, even though it be presented under worthy pretexts, would be unreasonable and confusing and fraught with dire consequences. It could become the rock on which the frail barks of many vocations, guided by inexpert helmsmen, would founder. Much more en-couraging is the exhortation of the Apostle: "For the rest, brethren, whatsoever things are true, whatsoever modest, whatsoever just, whatsoever holy, whatsoever lovely, what-soever of good fame, if there be any virtue, if any praise of discipline: think on these things" (Ph 4:8). A wise teacher, then~ conscious of his responsibilities with regard to his students and in the eyes of the Church, will consider with religious care the individuality of each one and will know how to accept, stimulate, and develop the precious per-sonal gifts of each character. However; there has arisen today even in ecclesiastical circles an excessive tendency to ghrink from these duties as educators and to submit ~' ~l~e iiadividualism df oi]r mod-ern youth who seem intolerant of all discipline. There is much talk of how the child must be prepared for future responsibility by reducing restrictions in the field of edu-cation. In the community as a whole, self-government, the vital spirit of democracy, and group decisions are widely praised. This involves an ever decreasing guidance or so-called "interference" from superiors. They accept, that is, if not in theory, at least in practice, the conclusions of certain authorities whose theories, though much in vogue, are nonetheless reprehensible: We may rightly include under this category, those modern theories which, though presented under different names, agree in regarding it as fundamental in all forms of education that children should be allowed to mold their characters entirely at their own will and discretion, Advice from teachers, or elders is rejected and no account is taken of any law of assistance, human or divine. '. Unhappy illusionl Claiming.to emancipate the Child, they enslave'him; they make him a slave to arrogant pride and irregular desire, to a pride and passion which, if their system is true, are to be approved as the needs of an autonomous human nature?a Such theories owe their origin to an over-optimistic con-cept of human nature. They do not appreciate the frailty and inadequacy of man, nor, in his fallen state, his need to be ruled if he is to achieve self-control. This is above all the case with adolescents and young people who are natu-rally immature and often lured by merely transient en-thusiasms and torn by conflicting emotions. "The same thing is not possible for one who has a virtue and for one who does not have it; so too the same thing is not possible for a boy and for a perfect man".''~s If they lack singleness of purpose and perseverance, our students will never be able to control their impulses. In all kindness they must be made to accept subjection to rule and to realize the force of law. In this way, they will acquire deep-rooted habits which will neither stifle thei~ conscience nor restrict their liberty, but which are, on the contrary, the source of freedom and a guarantee of its ex-ercise. There is no doubt that the authority of the su-perior should control the liberty of the student but always in an atmosphere of mutual confidence, active collabora-tion, and charitable understanding. Thus[ the student's development will not stop short at mere p~assive submis-sion, bu.___~t will go to the very roots of his personality. n Pius XI, Divini illius Magistri in Acta Apos,tolicae Sedis, 22 (1950), 69-70. = St. Thomas Aquinas, Summa Theologiae, 1-2, 9.6, 2. + + + Ecclesiastical Formation VOLUME 20, 1961 173 Sacred Congregation of Seminaries REVIEW FOR RELIGIOUS Therefore, we can not approve of the attitude adopted in some institutions where there is not the necessary in-sistence on the fundamental value of the rule in the for-mation of young men for the Church: Discipline is the rule .of life and the way of virtue. If a rule life is necessary for men in general, how much more necessary is it for those called to the priesthood. Therefore, the discipline of the seminary and the observance of rule, even on minor points, should be close to the heart of every student. Superiors are necessary just as Supervision is necessary, but clerics should behave and fulfill their duties without the need of a superior to watch over them.= ~'o ask young students still in the process of formation to carry out their many duties without the help of a full and'detailed rule, to refuse them the benefits of a well ordered discipline, is to leave them a prey to uncertainty and to deprive them 6f an atmosphere which would be most helpful to their own personal efforts. The daily "bearing and forebearing" of a rule observed in detail will bring much fruit. It will develop reserves of will power; will prepare characters of strength and perseverance; and it will foster balanced and methodical minds, minds which will be able to remain master of themselves and control the situations which inevitably arise from the clash with the difficulties of life. We repeat therefore: It is one thing take care that our students, while being obliged to carry out their duty even to the smallest detail, are imbued with right principles both human and divine such as will en-able them to assume responsibili'ty in the future; it is an-other to exclude or compromise the actual value of the obligation. If discipline is to be fully effective, individual teachers must not operate in isolation. On the contrary, one must work together with his colleagues, taking c~re, however, not to intrude unduly in the province of any other. With this collaboration and guided by like con-victions, all can work for the progress of the seminary as a whole. We do not intend to evolve these ideas fully here. But, unfortunately, we must take notice of the fact that natu-ralism seems to have penetrated even into some institu-tions for ecclesiastical training. This has been partly due to those who universally condemn the past as unsuited to the task of forming new generations of young priests and who eagerly search for "up-to-date" methods. Yet an-other cause is the rather fatalistic passivity of those who indeed regret in their heart of hearts this dangerous in-novation in the field of education but still accept it as the inevitable consequence of living in our times. In these instances, there is evidence of a gradual decline which ~ St. Plus X, "Discourse to the Seminaries of Milan," October 14, 174 1908, in Enchiridion Clericorum, n. 827. seems to be affecting every aspect of ecclesiastical educa-tion. The common factor in the whole process seems to be an apprecxable lessemng of the supernatural element. The true foundauons of genmne oecclestast.lca! education prayer, intimate union with Gbd, a spirit of mbrtifica-tion, humility, obedience, withdrawal, and. s.eparauon from the world are retreating ever more into the background to be.replaced by externahsm under the g~ ~se of chanty. The intention is to '~'understand" our' era and the new generation. In reality, it only means givi~ng way to its Shortcomings. One has the impressi6n that teachers, far from exercising restraint, have encouraged and even be-come. obsessed with what is novel and untried. They are concerned rather to grant what would most ~tplease the stu-dent than to insist.on what wouldbe most beneficial, and they have not the courage xo ask.for self-dehial and sacri-rice. ! ¯ But Christ asks for both ~self-~en~al and s crifice. "Deny yourself'.' (Mr 16:24) is at the root of all Hislteaching, and ~t contains the,key to the secret of Christiari vocation and above, all the priestly, calling. The priest is the man of sacrifice, chosen to fill up by his own suffering, sacrifices, and his daily self-immolation that which ~s wanting m the sufferings of Christ (see Col 1:1 2 ) . H . eI ~Socalled to,bear fruits of grace; but without the Cross therelcan be no re-demption (see Heb 9:22). He is called to be alshining'light, but this can only be if he is aflame,with the spirit of self-sacrifice. We need hardly say that this liker~ess to C~hrist, Priest and Victim, must begin in the semirlary.We well realize how long the road is and how strong the resistance of human nature, for many "follow Jesus to the breaking of bread, but few to the drinking of the chalice~of His Passion.TM It is essential, therefore, that ou} students be-gin their self-denial and sacrifices from the loutset. Thus they may come to understand the truth and joy contained in these, words: I But blessed is that man who fir thee, O Lord; abandons all things created; who offers violenc~ to nature and through fervor of spirit crucifies the concupiscence of. the flesl~, so that with serene conscience he.may offer to thee pure prayer and become worthy to be admitted among the choir of angels, having ex-cluded himself both exteriorly and interiorly[ from all the things of earth.~ ., Above all, we must insist on the conflict which Christ Himself emphasized, between His ~spirit andI the'spirit of the world, the world for which Christ did[not wish to pray since it was already permeated wit[i the[spirit of evil and hardened against grace. Therefore His o~n must not :: ~.hKOemma~S,~.'~e:sP.i~, Zmitation o, Christ, ~, 1,, 1. " " P'o , o ¯ I 4. + Ecclesiastical Formation . VOLUME 20, 1961 ÷ ÷ ÷ Sacred Congregation oy Seminaries REVIEW FOR RELIGIOUS be of this world, just as He Himself was not of it (see Jn 17:9 and 14-16; 1 Jn 5:19). They must appreciate that they are consecrated ~o the things of heaven and that al-though taken from the world, they are no longer of it. Only as they detach themselves from the attractions of the world, from its principles, from its methods and from its facile compromises, will they become the salt of the earth and the light of the world. They must be made to realize that a priest does not cut himself off from his own times simply because he refuses to accept their fallacies. In a word, "the man dedicated to the Church, walks indeed this earth, but his mind and heart must look to heaven.''le Likewise in the delicate question of the students' as-cetical training, it is necessary to move slowly and with discretion and to maintaina gentle but firm hand: "ford-ter in re, suaviter in modo" or, to quote our saint, "firm-ness and constancy regarding the end, sweetness and hu-mility regarding the meansY This simply means that we must go back to the' life and teaching of our Savior which, if well presented, exert an irresistible attraction on the minds of the young. Nothing can equal these pure founts. Our students must be led to a spirit of intimacy with Christ, they must live according to that spirit which brings truth and freedom. They must believe in Christ with that strong faith urged by St. John (14:1), that faith which im-plies an unquestioning acceptance of His word, complete. confidence in His help, and a loyalty and correspondence with grace, even to forgetfulness of self. Through 'their daily contact with their Divine Master, they will be im-pelled to be more like Him (see 2 Cor $: 18), to assume His spirit, and thus gradually to achieve "unto a perfect man, unto the measure of the age of the fulness of Christ" (Eph 4:13). This seems to us to be'the royal way, in fact, the only way, in which our students can be made into the apostles of the future, "perfect men, furnished to every good work" (2 Tim 3:17), who will contribute successfully towards "the edifying of the body of Christ" (Eph 4:12). In fact, zeal for souls has always been nourished by a deep spiritual life and by a mortification which is wholly directed to- Wards personal holiness. But there is always a danger of destroying in a short space of time what has taken much labor to prepare. We are referring especially to the impatience, so common these d~ys, whereby our young students are submitted too easily and without the necessary precautions to trials which are beyond their strength. The aim of this, it is said, is that they may become aware of the surroundings 1e John XXlII, "Discourse to. Roman Colleges," in ,4cta Apos- 176 tolicae Sedis, 52 (1960), 262-70. advocate this method deceive themselves inl thinking that I in this way they are securing students against the dangers they are bound to meet with and that at ~he same time they are arousing in them at an early stage, [ m action and by action," the spirit that must animate their future apostolate. Yet they flatter themseh, es th~,t the diocese will thus be supplied with better priests; priests who from the beglnmng of their pastoral work will b'~e able to pro-duce more results and better results; priests who are .in the public eye, leaders of men, who are inla position to bear faithful witness to the Gospel. This policy of haste is not only based on a!mistaken ner-spectlve, ~n so far as it gxves first place to what must neces- I sarily take second place both in importance and in se-quence; but m addmon ~t presupposes somethang whxch does not exist at all, namely, a sp~rxtual, ~nt~ellectual, and moral maturity that is essential if this exper~.ence of which we speak is to be of profit. What is more, it distorts the nature and aim of the seminary as conceived by the Church's legislation. The seminary is not a~ad never can be a place for testing theories and still le~ss a training ground for dangerous and compromising actxwues. It can be nothing other than a home for deep ~piritual and intellectual formation. O1: course, the futureI apostolate is and, must be a source of inspiration, but anyI practical ex-perience must come by degrees and only when the student has reached the requisite standard. Such is th~ mind of the Popes. They are so concerned with keeping the true aim of the seminary intact that they visualize a particular in-stitution with the specific task of initiating the young priests into the various fields of the apostolat6. In this way the transition from the quiet of the seminary is brought about naturally and, with a more adequateI preparation in theory and practice, the danger of eventual spiritual unbalance is precluded,x7 | TO destroy the whole balance of the life~of our semi-naries and their proved worth on the plea of a~n imaginary "apostolate of action" must of necessity do ~mmense harm~' Indeed, it is to be feared that, if priests of t~e future are trained by such a method based on activity, they will not be able to perform really fruitful apostolic ~lwork. They will not be able to surmount difficulties andl discourage-ment and will fall an easy prey to the moral ihstability of ttle restless and treacherous world in which ~ve live. Ex-perience teaches that the bridling of the passions is an interior achievement that must be accomplished in the secret depths of the soul. It takes place slowly ~nd only by a~ See Menti Nostrae (Acta Apostolicae Sedis, 42 [1950] 691-92) and the motu proprio Quandoquidem (Acta Apostolicae S~,dis, 41 [1949], 1.65-67). 4. Ecclesiastical Formation VOLUME 20, 1961 ÷ ÷ ÷ Sacred Congregation oJ Seminaries REVIEW FOR RELIGIOUS means of reflection and recollection. If we allow our stu-dents to throw themselves into external activity, if we leave them free to indulge in that kind of enthusiasm which could easily lead them away from their strict but necessary life of piety and study--even if it is to gain experience of the apostolate---does it not mean, perhaps, that we are drawing them away from their day to day formation which is nourished on prayer, study, and sacri-fice? And at length when their training in the seminary is at an end and they have to face the serious reality of life without sufficient preparation, is it not to be feared that passions suppressed but'not truly subjugated will return? The results of such an education can be observed while still in the seminary. A weakening of piety, a lack of in-clination for all forms of study and especially for specu-lative thought, a discipline that is undermined at its very foundations, and, above all, the appalling superficiality that is found in various branches of education--surely these things are incapable of producing true apostles for the Church. Here we can appropriately quote a saying of St. Vincent de Paul. It can serve as a general rule of- be-havior but it has a special value :when applied to educa~ tion. "Good works fail because people act in too great haste, because they act on their own impulses. This haste has the effect of obscuring the mind and reason and pre-sents the object as possible and opportune. It is not so, and subsequent failure makes it evident.''is Accordingly, rather than use doubtful methods to train a priest just for the present, we must make every effort to form one who will be a priest forever. Conclusion I Your Excellency, before concluding this present letter' in which we have sought to express our concern on cer-, tain matters, we can not but address a last word to the teachers in our seminaries. Whatever position they hold, they are well aware of the seriousness of their duties and of the great responsibility "they bear before God for their students, whom they are seeking to train for the high office that awaits them. In this .unremitting yet hidden toil, which often brings little human satisfaction though it earns much merit, they must never forget their great aim. We are all fully convinced of the importance of en-vironment. Therefore the good will of the students must be encouraged and they must be helped at every stage, of their path towards priestly perfection with all the a.ssist: ance they require. Above all, we would wish that the golden words of Pope Leo XIII be engraved in the hearts of all: 178 nSt. Vincent de Paul, op. cit., 4, 122. n their own field, a personal example of a full, priestly life. l'he example of those in authority, especially for the young, is he most eloquent and persuasive way of convificing them of heir own duties and of fostering a love of wrtue. It is good then that teachers in our semin~aries should se outstanding for their natural gifts, w.hich can win for hem the esteem and trust of their pUpils.°But~ at the same ime, they must realize that natural qualities hnd achieve-nents are of httle use ff they are not ammated by a deep plr~tual hfe. Only th~s can ensure that their work will be ,f real value and bear fruit. The Dlwne Maste.r who dwells n our hearts and speaks to us there "Christ is our ! eacher and He is within us"=0--will be ev, er ready to ,less, increase, .and perfect their work which, by the "rovidence of God, is destined to spread thd mystery of ~Iis Love. We are certain that Your Excellency will ~.ee that this etter be brought to the attention of the superiors of your emmary for their careful cons~deranon. At the same ume, -¢e gladly take this opportunity of express~,ng tO Your ;xcellency our feelings of highest esteem. Rome, Sep-ember 27, 1960.] Yours devotedly in our Lord, JOSEPH Cardinal PIZZARDO, Suburbican Bishop of Albano, Prefect. DINO STAFFA, Titular Archbishop of Caesarea in Palestine, Secretary. Leo XIII, Fin dal principio in Acta Leonis XIII, 22, 254-55. St. Augustine, In lo, 5, 19 (PL 35, 1557). ÷ ÷ ÷ Ecclesiastical Formation VOLUME 20, 1961 179, JAMES I. O'CONNOR, S.J. Some Aspects Religious Authori9 ÷ ÷ ÷ James I. O'Connor, S.J. is professor of canon law at West Baden College, West Baden Springs, Indiana. REVIEW FOR'RELIGIOUS In the Church there are different kinds of authority, One form of authority is called jurisdiction and is the pub lic power of ruling or governing others. It is called publit because it is a power belonging to a perfect society for tht direction of its subjects to the end for which the saic society was constituted. Thus defined, it is a power which belongs both to the State and to the Church. If we narro~ our consideration to jurisdiction in the Church, we can de fine it more fully as the public power of a legitimate su perior, granted by Christ or by His Church through ~ canonical mission, of governing baptized persons to tht achievement of their eternal salvation. This power, native to the Church by reason of its con stitution as set up by Christ, can be and is shared by tht immediate or constitutive parts of the Church by reasor of a canonical mission for the attainment of the purpose o~ the Church. Immediate parts of the Church are diocese: and the clerical exempt religious institutes, As a result! local ordinaries and superiors in clerical exempt religiou: institutes possess true jurisdiction, although the bases art different in each case: in the first case, it is territorial; ir the second, personal. Other moral persons in the Church do not possess juris diction because they are not immediate divisions of tht Church; that is, they are subject to the authority of ar immediate section; "examples of such are parishes, none exempt religious institutes, and so forth. Consequently~ such divisions are sometimes called mediate sections of tht Church. If such a division has jurisdiction, it is by specia~ grant, not by reason of its nature. Within the perfect society which is the Church, w~ find also other societies which are imperfect in the sens, that they are not self-sufficient and are not independen'li although they have a purpose of their own which, how. ever, is a means to obtain the purposes of the Church. Ex amples of such societies are religious institutes. Therefore, ander different aspects, clerical exempt re'ligious insti-tutes are both immediate and mediate sections of the Church whereas all other religious institutes, are mediate ~ections only. Just as the Church in itself and in its cons,ututive divi- ,ions has authority to govern its subjects (and such power I s called jurisdiction), so also the mediate secuons must have and do possess authority for their proper govern-ment. Since this latter authority ~s not jur~s~hct~on, It ~s :alled dominative power. Both types of powerlor authority are set down in canon 501, §1 of the Code of Canon La¯ w: 'The superiors and chapters, conformably to the consu-tutions and to the umversal law, have dominative or .z°vernin~'o~-r~°wer over their sublects,o and .in eve~ ~ exem p t :lerical institute, they have ecclesiastical jurisaiction in both the internal and external fora." ~i UP to the present century, by way of to juris-cfion as a 'public power to govern, dominhtive power as often called a private power. It was calledI dominative power because it was understood as the power or force .~xercised not only on the matter or content ~of the com-mand- theth "ing to be done or not to be done--but also ~n the will of the subject so that the will oflthe subject igree with that of the superior. Perfect s.u~bjection or ibedience brings the intellect of the subject xn,to harmony qith that of the superior insofar as such subjection may )e possible ~ in view o~ the evidence presented to the in-ellec~. By way o[ further distinction, a third kind 6f authority vas recognized by some writers. They called ~it domestic ~ower or authority. This is the power, for exar~ple, ~vhich ~ religious superior exercises over lay peopleI who work or the community; it is also the power of a ~resident of ~ commercial firm, or the supervisor of a hospital floor or . he head o[ a department has over the employees, It is the ~ower or force over the matter or content of the command ,nly--the thing to be done or not done; there ~ no power ,ver the will, much less over the intellect of th~ employee. While these were the usual distinctions of r~ligious au-hority, they did not cover all the authority of a religious uperior, even in a non-exempt institute. A r~,ligious su- ,erior has authority over many things which ,do not fall .nder dominative and domestic power as described above. 7h ose powers all deal w"~th phy"sical persons~, iwith in" d~- iduals. Some illustrations of a religious superior's au-orxty not exercised over lnd~v~duals as such, at least dl-ectly, are the following: admission to the no,~t~ate and ~ religious profession; limited power to dispense from n.pediments to such admission; administration, of the re- .g~ous community as such; administration of the tern- Religious Authority VOLUME 20, 1961 + 4. 4. James I. O'Connor, S.J. REVIEW FOR RELIGIOUS 182 poralities of the entity over which one has authority, example, to contract loans, negotiate sales, lease property and so forth. What kind of authority is this in the case a superior in a non-exempt religious institute? For centuries it was very disputed among canonist., whether such authority was part of the dominative powel of religious superiors.1 Spearheaded by Father (now dinal) Larraona,~ the opinion that such authority was anc is part of the dominative power of a religious superiol gained ground in the present century. As a result, the olt description of dominative power as a purely private powel had begun to fall by the wayside and certainly seems belong there in view of a rather recent reply from tht Holy See. The power in a society has to correspond to it nature. That nature is public since religious institutes art set up by pontifical authority .as a public state of life More%ver, the Church through lawful representatives r ceives-the vows of such religious and these vows are publi both in themselves and in their effects (Canons 488, 1° 1308, §1). Canon 501, §1 acknowledges only two kinds o authority in religious life: jurisdiction and dominativt power. Since in a non-exempt institute the authority is no jurisdiction and since the power over such things as tern poral administration is not a private power, dominativt power must now be classified in two forms: public ant private. Relative to jurisdiction, many questions can arise; fo~ example, kinds of jurisdiction, delegation and subdelega tion of jurisdiction, conferral of jurisdiction in cases whert a doubt is had as to whether a person possesses or cat possess jurisdiction, conferral of jurisdiction on a persor who objectively does not have it but is commonly believec to have it. All these, as well as some other aspects of juri diction, are nicely provided for in canons 196 to 209. N such provision was made in canon law for correspondin' questions pertinent to dominative power. Nevertheless the same questions.and problems can and do arise fo non-exempt religious superiors. All the discussions which proposed solutions to suc] vexing questions were finally brought to an end by al affirmative reply of the Pontifical Commission for th Authentic Interpretation of the Canons of the Code c Canon Law. An affirmative answer was given on March 2~ 1952, to the question: "Whether the prescriptions c 1Those interested in this dispute and the development of th notion of dominative power are referred to a study by the preser writer, "Dominative Power of Religious Superiors," which was pul fished in The Jurist, 21 (1961), 1-26. ~ "De potestate dominativa publica in iure canonico," in Congressus luridici Internationalis, v. 4 (Rome: Pontificium Insl tutum Utriusque Iuris, 1937), 145-80. canons 197, 199, 206-09, concerning the power of jurisdic-tion, are to be applied, unless the nature of the text or context of the law prevent it, to the dominative power which superiors and chapters have in rehg~ous institutes and in societies of men and womenliving in 'common with-out public vows?''a Many religious superiors seem never to'.have heard of this reply, much less of the canons cited, their wording, and their interpretation. Therefore, we shall :first give an Enghsh translauon of those canons, substa, tuung dorm-native power for jurisdiction so that it will be easier to read, understand, and, later, comment upon them. Canon 197, § 1. Ordinary dominative powei: is that which the law itself attaches to an office; delegated]power is that which is committed to a person, §2. Ord:'.nary power can be neither proper or vicari-ous. Canon 199, §1. One who has ordinary dom,inative power can delegate it to another totally or partial,ly, unless the law expressly provides otherwise. §2, Moreover, dominative power which ,has been dele-gated by the Apostolic~ See can be subde~egated for a single act or habitually, unless the delegate was chosen be-cause of his personal qual,ficauons or subdele.gatmn is for, bidden. §3. Power delegated for a whole class of. cases by one who has ordinary power but is subordinate t0 the Roman Pontiff can be subdelegated in individual cases. §4. In other cases, delegated dominative power can be subdelegated only if subdelegation is expressly permitted. §5. No subdelegated power can ~n turn be subdele-gated unless the power to do so has been expressly granted. Canon 206. If several persons have been d~legated suc-cessively, that one must execute the busines~ whose com-mission was given first and has not been expressly re-voked by a later rescript. Canon 207, §1. Delegated power ceases to exist: by fulfillment of the commission; by lapse of time or by exhaustion of the nut Lber of cases for which it was granted; by cessation of the reason for the delegation; by revocation by the delegator together with lirect notice to the party delegated; or by renunciation on the part o[ the one d, elegated to-gether with direct notice to and acceptance ~by the dele-gator. However, delegated power does not cease with the expiration of the authority of the delegator ekcept in the tw~ cases mentioned in canon 61 . 8Acta Apostolicae Sedis, 44 (1952), 497; T. Lincoln Bouscaren, S.J., Canon Law Digest, v. 3 (Milwaukee: Bruce, 1953), 73. + 4. 4. Religious Authority VOLUME 20, 1961 183 4. 4. ]ames I. O'Connor, $.]. REVIEW FOR RELIGIOUS 184 §3. When several persons have been delegated cor-porately, if one of them loses his power, the delegation of all the others also expires, unless the contrary appears from the tenor of the delegation. Canon 208. In accordance with the norm of canon 183, §2, oidinary power does not expire with the expiration of the authority of the person who conceded the office to which the power is attached. However, it does cease with the loss of the office and is suspended by appeal made ac-cording to law, unless the appeal happens to be made with-out suspensive effect, saving the provisions of canons 2264 and 2284. Canon 209. In common error or in positive and proba-ble doubt of law or of fact, the Church supplies dominative power for the external forum. We shall now give some commentary on each of these canons as well as illustrations of their application and non-application. Canon 197 The word ordinary here is a technical term and is not to be confused with our everyday usage of the word as meaning usual, regular, habitual, and so forth. For power to be ordinary two things must be verified: 1) the power must be given by the law itself, whether that law be the Code of Canon Law or the constitutions, which are the particular law of the religious institute; 2) the power con-ferred by this general or particular law must be attached to an office in the institute. An office, as canon 145, §1 tells us, is a function permanently established by divine or ecclesiastical ordinance, conferred conformably to the sa-cred canons, and carrying with it some participation in ecclesiastical power of orders or jurisdiction, or (now in virtue of the 1952 reply) dominative power. Thus, the power of a superior to govern the house or the province or the whole institute is ordinary dominative power be-cause the power is conferred in canon 501, §I of the code and is attached to the office of superior, no matter who may be the incumbent .in the office. The details of that power are partly spelled out in later canons of the code and partly in the constitutions. Some examples of ordinary power from the code are: government of the community over which one is superior; administration of the temporalities of the entity in which one holds office; admission to novitiate and to religious profession; limited prolongation of postulancy, novitiate, and temporal profession; anticipation of renewal of tem-porary profession; change of cession and disposition of one's property; admission of outsiders into cloister in certain instances; egress of religious from cloister under certain conditions; exclusion from renewal of temporary vows or admission to perpetual vows; in all communities, the conduct of the preparatory process fo~/ dismissal of perpetually professed members and, in diocesan law in-stitutes, also that for dismisSal of temporaiily professed members. Not every superior ~has all these powers: some be-long only to the superior general; others ark had also by provincials; still others are possessed by the 16cal superior. Just which superior, alone or conjointly with! another, has these powers must be learned: from reading ~he code and the constitutions. ~i. Some common examples of ordinary power from par-cular law, that is, the constitutions, are: reception of isitors; going out to visit; making trips; dispensation from disciplinary articles of the constitutions; and ]o forth. The details determining the exercise of such po.wers will, in each case, have to be gleaned from the constitutions. Delegated power is defined in the canon. It is any power ~or ta bueth iomriatyg iwnehdic, hw iist hnoout to crdoinnsairdye.r Dinegl etghaet ep~lr psoonw eorf cthane ~lelegate whereas ordinary power can be conceived even though nobody holds the office to which the law attaches ~1 e authority. Ordinary power ~s inherent ,to the office; ~elegated power must always be invested in aI person. r Delegation is conferred by word of mouth or in writing wh l"ch may be the written law itself or some other form of ocument or rescript. A rescript ~s s~mply a written reply to a question or petition. Delegated authority must always be given expressly. Express conferral may be explicit or implicit. Explicit :lelegation is had when the superior in so many words nforms another that he is hereby given suct~-and-such a ~ower or faculty or authority. Implicit delegauon is ~ower of authority or a faculty which ~s not conferred in o many words but which is contained witl~in another ~ower or faculty explicitly conferred which, m turn, can ~ot be exercised either at all or, at least, not ade-quately unless the other power or facul'ty is also ~ossessed. In such a case that other power or faculty s implicitly conferred. Thus, for example, a supe- "ior delegates a subject to investigate a t~oublesome ~tuauon and take care of it. This is explicit delega-ion. When the investigation is made, the delegate finds hat the effective way to correct it is to revoke ~ delegated aculty of the party concerned or to impose a penance. qowever, the superior did not tell the delegate he had he power to revoke in one instance or to punish in the ~ther. Nevertheless, since the superior delegated the per-on to take care of the situation, implicitly ~e thereby lso delegated to him all the power necessary to effect that vhich was explicitly delegated. Delegated authority is not to be confused with pre-÷ ÷ ÷ Religious Authority VOLUME 20, 1961 185 + lames I. O'Connor, S.]. REVIEW FOR RELIGIOUS 186 sumed authority. In the case of presumed authority, the person making the presumption can not contact the party having the authority. Further, after weighing all the cir-cumstances and what is sincerely believed the superior or official would do if asked, he draws the conclusion that the authority would be granted if the superior or official could be contacted. Such action is very different from the express grant of authority made by the superior or official to a definite 'person or group of persons. What power can be delegated will be taken up under canon 199. Ordinary power is said to be proper when it is possessed and exercised in one's own name. Hence, the authority given by the code or constitutions to the superior general, the provincial, and the local superior is both ordinary and proper. Vicarious power is ordinary because the law, especially the constitutions, provides for the office of vicar and the authority of the vicar is determined and conferred by the law itself. However, vicarious power differs from proper power in that the former is not exercised in one's own name but in the name and according to the mind of the superior whose vicar this party is. As a result, when the superior can not discharge his office, for example, because absent from the community or because confined to his room by sickness, and so forth, the vicar becomes acting su-perior and has most, if not all, of the authority of the su-perior. But this authority must be exercised as the supe-rior himself would exercise it. Consequently, the vicar may not take advantage of his position to change the policies established by the superior, even though the change may be desirable. Likewise, he can not grant a re quest which has been already refused by the superior. Moreover, as soon as the superior is again able to discharge his office himself, the power of the vicar ceases because the function of the office of vicar ceases. Vicarious power and delegated power are alike in that in both cases the power is not proper and so is exercised in the name of another. These powers are unlike in tha! vicarious authority is annexed by and spelled out in the law whereas delegated authority depends totally on the will of the delegator as to what authority is possessed. Th~ two forms of power also have different norms as to when and how they are terminated as will be seen by comparin~ canons 207 and 208 as well as what was said above abou~ the cessation of vicarious power. In the light of these distinctions between delegated, Vi carious, and proper power, it seems worth while notin~ that in orders and congregations having a hierarchica form of government, the local superior in regard to hi own community is not a vicar or a delegate of the pro vincial or general superior. This point is explicitly se down in article 312 of the Normae drawn u~ by th Sacred Congregation for Religious. Some . superiors seem not to be aware of the position legally held by the local,superior. This Is especially, true when, the major su-perior drops in~ on the local community either merely for a stopove;,or for a canonical v, isitation. ThE local superior is and remains the true superior of the lo~al community and still possesses and has the right of exercise of all the authority cgnferred on a local superior byI the code and by the constitutibns; The Norma~ in article 265 e~plicitly state thav a provincial or general superior ,can not at the same time be a 19cal superior. A very immediate~and logi-cal ~onclusion follows from tha~t premise: Itherefore, the major suoerior can not take over the functions of a local superi~r.'O'ne,can not.lawfully discharge tl~e function of an office one'does not and ~n h~t ha~. , The only ~xception to this ge~aeral rule islthat in which the local c~mmunity is composed only of m~mbers of the provincial or general curia. Even ~n such cases, ff the com-mumty ~s large, as it ~s in some orders and congregauons, a special religious ~s appointed to be the local superior of the house since such work would notably interfere with the prlnc~paJ wo.rk 9f the major sqpenor m the admxms-tration of the province or institute. A word of caution o~ught to be injected here. There are some "active'-' communities which seem n_ot ~to be obhged by, the~above norms because their local superiors have on!y thg authority th,e top sup.eripr grants the~m. However, such communities do not have the government olan of the ordinary order or congregation. Theirs is [1~ monastic form of government inowhich there is only lone superior who is the equivalent of the abbot or abbess in a ~trictly monastic con~munity. What look like local-~ommunities are not such, canonically; they are not separate moral or jund~c.al~persons. As a result, the superiors" of such houses, are not true superiors in their own right but are vica~rs qr delegates of the one and only true superior. Their authori~ty, then, is only what th,,e one superiorl gives them. Canon !~9 . This canon sets down the rules governing tlie' delegation of authority. In the first place we are told that everybody who has ordinary dominative power can delegate any part of it or the whole of it to another person unless the law, namely the code or the constitutions, expressly declares otherwise. In the absence of a contrary reqmre, ment ~n the law, the delegator may delegate any person competent [or th e assi"gnment, whether the delegated party be a mem-ber of t e ~nst~tute or not. Hence, a qualified s~uperior can delegate the priest who comes to say the community Mass to receive the vows of one of.the commumty. ,Whale the canon does not put a time limit on the duration of the Religious Authority VOLUME 20~, 19bl 187 James 1. O'Connor, $.J. REVIEW FOR RELIGIOUS delegation, even when all the authority of a sup6rior or official is delegated to another, it is usually p~inted out'by moralists and canonists that such unlimited delegation of all authority is an abdication of one's own resppnsibility. Therefore, delegation of total authority should be granted for a fiXed time only and, ordinarily, for a comparatively short time. ' ~ Delegated power can be used in any legitimate way un-less the manner of use was also defined at the time of dele-gation. When delegation is made, the terms of delegation should be clear to both delegator and delegate so that all doubts and misunderstandings can be avoided. In this first paragraph of canon 199 the solution is of-fered to many problems of superiors. So very often supe-riors, and especially local superiors, complain that the), have no time to be a real superior, to be a mother or father, ~s the case may be, to the members of the community be-cause their time is largely taken up with granting routine permissions, distributing articles, for example, writing supplies, dentifrices, ~ind so forth, so that there is very lit-tle or no time left to help subjects with doubts, questions, and problems. One way of getting that necessary time is to delegate some one or more persons in the community to grant those routine permissions, to distribute articles to the members of the comm~unity, to handle the mail, and so forth. Heretofore some superiors doubted whether they could use such a means as delegation) Whatever grounds for doubt" existed earlier, there is certainly no basis' for such doubts since the 1952 reply of the Code Commission. In as much as the right to delegate is granted by law to all having ordinary power, this power to delegate is itself part of that ordinary power and the superior needs no approval of a higher superior if he chooses to delegate his authority. It may be that a superior in one institute can not delegate to the same extent as a superior in another in-stitute because of a limitation contained in the constitu, tions which is not found in the second set of constitu(ions. Such a limitation, however, has to be found in the law; otherwise there is no restriction except, as previously noted, in the case of delegation of total authority for an indefinite period of time. Occasionally a superior is afraid to delegate authority because he fears the delegated party may use poor judg-ment, abuse authority, and so forth. This simply means that the superior should be as careful as possible in" the selection of the person to be delegated. Sometimes this is the only real way to find out what a given person will do with authority. Secondly, if such faults occur and the dele-~ gate does not amend after advice and correction, since the authority belongs to the superior, just as that authority Could be delegated, so also it can be revoked at any time the delegator judges it should¯ Conseq.u1e tnht dyl, e e e-gator never has to feel that once authority is delegated, it is gone forever from his control. The second situation in which delegation is allowed by general law is that in which~:tileHdly See d~leg'a~t~s an in-fervor, who, ~n turn, may pass on delegation to a third party. Such delegation of delegated power is called sub-delegation. Subdelegation can be granted either for a soli-tary case or for all such cases unless the Holy See's con-ferral of delegauon exphcltly states that the delegate has been chosen because of his personal quahficat~ons or un-less the Holy See exphcltly forbids subdelegauon. To date, there is no general grant of delegation of dom~na-ttve power by the Holy See to all'religious superiors. An examrfle of such a general grant of delegatei:l ]urtsd~ctton ~s the brochure of qumquenmal faculties to local ordi-naries, some of which can not be subdelegatedA Another occasion in which subdelegationlcan be made is found in canon 199, §3. Here the original delegate re-ceives his authority from a person who posse.sses ordinary power 'but who is a. subordinate, of the Holy See. More-over, the delegate must have authority over a whole class of cases or business. In this situation, the del~egate has the authority from the code to subdelegate t~artt or all of his authority to a given individual for all cases! or only one case, or he can subdelegate many persons forI one case. There are or can be a number of instances in which this law can be applied. Perhaps the best exampl~ is that of a hospital administrator or a college or university president, The ultimate responsibility for the hospital br school be-longs to the superior. However, because ofI the load of work involved in functioning as a religious superior,' espe, clally of a large commumty, and also funcuomng as the I administrator of the hospital or the president of the col-lege or university, the work-load is split andlthat part of the superior's authority which pert~ains to thee operation of the hospital or school is delegated to another who serves as admtmstrator or president.5 Th~s ~s delegauon by a person hawng ordinary power but subject to the Roman Pontiff. It is conferred for a whole class of cases or busi-ness, namely, operating the hospital or schooi. If need or usefulness should dictate, the administrator ~r president | t T. Lincoln Bouscaren, S.J. and James I. O'Conn!r, S.J., Canon Law Digest, v. 4 (Milwaukee: Bruce, 1958), 69-82. I . ~ Such split authority can give rise to many problems. A suggested method for dividing the authority in the case of hospitals can be found in an article by the present author, "The Hosp.~tal ~n Canon Law;" in Hospital Progress, 41 (February, 1960), 361-87. Most of the suggested division of authority can be applied to col!ege and uni-versity presidents by simply substituting "president" for "adminis-trator ¯" I Religious Authority VOLUME 20, 1961 189 ]ames L O'~,o~nor, S.]. REVIEW FOR RELIGIOUS 190 has the authority from the code to subdelegate part or all of his authority in~ an individual case. Another example, in a different line, is that in which the local superior is delegated by the superior general or, if competent, by the provincial, to receive the vows of all~ who make profession, temporary or perpetual, in the hduse of that superior: This, again, is delegation for a whole class of cases, namely, the reception of vows. Such a local superior, if impeded from receiving the vows him-self, could subdelegate another, for example, one of the community or the priest celebrating the vow Mass, to re-ceive the vows on this particular occasion. Apart from the two cases provided for in §§2-3 of canon 199, §4 prohibits subdelegation of delegated authority un-less Such delegation is expressly permitted by the original delegator. Subdelegated authority can never be again sub-delegated unless an express grant to that effect was .made when the first subdelegation was given (canon 199, §5). Canon 206 Canon 206 supposes a' situation where, for example, three sisters receive delegation for the same task: Sister Felicitas on January 2; Sister Mary on January 3; and Sis-ter Josephine on. January 5. While all three have delega-tion, which one has the right and obligation to exercise her delegation? Canon 206 replies that the person whose commission was first given has the right and duty; in: our case, that is Sister Felicitas, An exception to this rule is made if a later commission contains a revocation of the earlier grant; for example, if in Sister Josephine's appoint-ment there is also found an explicit revocation of the dele-gation previously extended to Sisters Felicitas and Mary~ Canon 207 ~ Canon 207 lists the ways in which delegated power ceases to exist. Only §1 and §3 are quoted above because §2 can not apply to purely dominative power. Only a brief commentary seems useful here. I) Fulfillment of commission: the delegated authority ceases as soon as the job for which it was given~has been completed. 2) Lapse of time: authority was delegated to December 31, 1960 inclusive. With the end of 1960 the delegated authority also ended. 3) Exhaustion of number of cases: delegation, was ex~ tended to receive vows on five occasions. After the fifth occasion the delegation is lost. 4) Cessation of the reason for delegation: Sister Felicitas is delegated to govern the convent of St. Helen, December 26-31 because the local superior is to be away to attend a series of special conferences. On December 24th word is ~ceived that the director o the con erence has taken eriously sick and the conferences have been ~alled :of[. As result, the superior does not go away Dece.mber 26-31. ince the reason for Sister Felicitas' delegation .has now eased, her delegation also ceaseS. .5) Revocation by the delegator roger er wxth direct no-ice to the delegate; of great imp ortance in~ this stpi ula-ion is the word direct. An example: Brother Hilary has ¯ een delegated by his provincial to negouate the, sale of a ,fece of community property. Before he has time to com- ,lete the transacuon, he hears from a fellow rehg~ous who appened to pass through the prownclal's re.s~dence 'that he provincial said he was writinga letter to Brother Hil-ry revoking his delegauon. The same day l~e hears this ews, Brother Hflary happens to have an appointment to lose the property deal. Does he still have~delegauon to do :~? He does, because he himself has not received dire~t otice from his provincial of the revocation ofldelegation; e merely heard of it from an unofficial sourc.e. If the fel- :~w religious was commissioned by the provincial to in, ~rm Brother Hflary of the revocauon, then Brother s elegat~on would cease as soon as he was informed by h~s eligious confrere. ~6) Rentinciation on the part of the delegate ~together ,ith direct notice to and acceptance by the:del~gator: Two ~ings are to be noticed in this instance: dire~t notice to nd acceptance by the delegator. Direct ha~ the same -~eaning as above regarding revocation. In addition to the irect notice, for instance, Brother Hllary reforms his pro-incial by letter or phone that he is renouncing the dele-auon g~ven him, there must be acceptance by lthe delega- ~r. Brother Hilary does not lose his delegation unless his rovincial accepts.,the renunciation. | . After listing all the ways a given individual@ay lose his elegation, the canon goes on to add a situation in which elegation is not lost, even though, at first glance, it might -em delegation is lost: An illustration will l~elp: Sister enigna, a local superior, has been delegated by her ,other general to receive all vows pronounced in her con-znt. Mother general went out of office Januu~ry 5th be-muse she died that evening. On the morning.+f January ,~h, Sister Benigna received the vows of some s~sters in her ~mmunity. Later that day she learns of mother" general!s eath. Now Sister Benigna wonders if she had ~lelegation ~ recexve the vows that morning. Sxnce no hm~tat~on was ut on her delegation, her authority continued on Janu-y 6th and still continues after that date unless the new ,other general revokes the delegation. The law on this point makes an exception in the two ~ses mentioned in canon 61 which reads: umess ~t should opear otherwise from appended clauses, or unless the re~ I ÷ ÷ ÷ P~ligious Authority ¯ VOLUME 20~ 1961 19l ÷ ÷ ÷ ]ames I. O'Connor, S.J. REVIEW FOR,RELIGIOUS script confers on some person the power to grant a favo to particular persons named in it and the matter is stil intact." Examples of "appended clauses" are: "As long as I a. superior general"; "As long as I wish." With her remova from the office of superior general, both appended clause cause a cessation of the delegated authority. The "As lon as I wish" can be had only if she is competent to grant th delegation. With removal from office she is no longer co petent to have such a wish effectively; therefore, the del gation ceases. The second exception supposes delegation, for exampl to permit Sisters Gervase and Protase to take a trip t Europe. For one or other reason, the delegate has not ye done anything about granting the permission to :the tw sisters named. Unexpectedly, the delegating superior die Since the matter of the delegation is still intact, that i has not been touched, has not had even a beginning o execution, the delegation ceases. Hence the erstwhile del gate is no longer competent to grant the favor and Sister Gervase and Protase are out of a European trip. Canon 207, §3 considers the case where two or more pe sons have been delegated as a single body to carry ou some commission. Brothers John, James, and Joseph hav all been delegated as a unit to transact some business fo the community. Brother Joseph renounces his delegatio by direct word to the delegator who, in turn, accepts th renunciation, Unless the contrary appears from the orig nal delegation, the delegation of Brothers John and Jame automatically ceases. Canon 208 In canon 208 the code turns to the question of cessatio~ of ordinary power. It repeats the norm already mentionec in canon 183, §2; namely, an ecclesiastical office is not los by the loss of authority in the party who conferred th~ office, Therefore, canon 208 draws the logical conclusio~ that authority attached to an office by the law, that i~ ordinary power, is not lost when the party who conferre, the office loses his own authority. This norm is similar t. that for delegated authority at the end of canon 207, ~§1. In the present instance, the case supposed is that, fc example, of a local superior who was appointed to offic by a competent higher superior. The term o~ the highe superior ends before that of the local superior appointe~ The local superior's power, derived from law through hi office, continues even though the party who put him int the office has now lost his authority. Ordinary power ceases when one loses the office t which such authority was attached. The power is su pended, that is, it is possessed but can not be used, if i! possessor lawfully appeals a decision to a higher superior, unless the nature of the appeal is such that it does not prevent immediate execution of ~the original deCision. Ap-peals in judicial processes usually produce suspension of the decision; otherwise, for example, in purely°fid~ainis, trative decisions, appeal or, more exactly, recourse does not suspend the decision (canon 1889). The norm set down above does not derogate from the provisions of canons 2264 and 2284. The first of these canons stipulates that an act of dominative power is il-licit if placed by an excommunicated person. Further, if the excommunication has been pronounced in either a condemnatory or a declaratory sentence of a judge, the act is also invalid. An exception to that law is contained in canon 2261, §2; but both it as well as canon 2284 can ap-ply only to priests, not to sisters and brothers. Canon 209 The last of the jurisdictional canons made applicable to dominative power is of .extreme importance, even though it is not usually of frequent'application. It solves situations which earlier caused very serious problems. Canon 209 supposes a situation where, in the objective order, a superior certainly lacks dominative power or has it only in a doubtful way, In the latter case, the doubt must be positive and probable, that is, there must be good arguments in favor of possession of the authority but there must also be good arguments against its possession. The source of the doubt may arise from a lack of clarity in the law itself or from the lack of certainty that a given fact or facts exist. An illustration of a doubt of law is found in canon 105, 1° concerning the necessity of having a consultive vote of councilors in order that the superior may act validly. As it stands, the canon says: "It is sufficient for valid action if the superior hears the councilors." It is disputed among canonists whether such a hearing is required for valid action because, contrary to its usual language, the canon does not say required. As a result, since the law itself is doubtful, even if the superior did not consult the council where consultation was prescribed in the general law or in the constitutions, the superior's exercise of dominative power is certainly valid since', in virtue of canon 209, de-fect of authority is supplied by the Church in such an in-stance. A doubt of fact means that with regard toa given event there are arguments for and against its existence. If the fact is required as a condition for possessing dominative power, the Church again supplies the authority needed. To illustrate: On May 15, 1960, Brother Joachim was ap-pointed provincial by competent authority. Some time + + + Religious Authority VOLUME 20, 1961 ~93 + ÷ ÷ James 1. O'Connor, $.]. REVIEW FOR RELIGIOUS later it comes out that at the time of his appointment Brother Joachim seems not to have completed his thirtieth year of age. If that is true, then, without a papal dis-pensation he is not a validly appointed provincial and, furthermore, lacks the dominative power of a provincial. An investigation of the matter shows some documents as well as testimony of relatives and friends indicating he was born August 16, 1929. However, other reliable sources give the year as 1930. Further investigation does nothing to solve the doubt regarding Brother's-birth date. If he was born in 1930, he did not possess one quality required by canon 504 to qualify'as a valid provincial. The doubt in this problem has nothi~g to do with the meaning of the law; it centers on whether or not a given fact occurred in one year or another. Hence, it is a doubt of fact, Since the doubt is both positive and probable, that is, capable of proof both ways, the Church supplies the dominative power brother needed for all his actions. As a result, they are all valid and licit. As for the future, brother should, of course, be reappointed by competent authority since it is not certain that the original appointment was valid. The third instance in which the Church supplies domi-native power is that in which there is no doubt either of law or of fact but because of some externally perceptible circumstance a person is commonly believed to be a valid superior when the real truth is that this person is not, Such a condition of affairs is called common error. From the evidence available and in accord with limited knowledge, the community forms the judgment that Sis-ter Lioba was duly elected superior general on February 11, 1958. She proceeds to exercise all the powers granted such a superior in the code and in the constitutions. One day in the summer of 1960 Sister Sophia, one of the gen-eral councilors, is attending a canon law lecture at the end of which she is very disturbed and consults-the lecturer. The consultation reveals the following facts as certain be-yond all doubt. Sister Lioba pronounced her temporary vows on August 17, 1937; she made her perpetual profes-sion on August 15, 1940. During the annual retreat of 1956 something the retreat master said raised the question whether Sister Lioba had valid perpetual vows. The above sets of dates of her professions, in virtue of canon 572, §2 in conjunctibn with canons 574, §1 and 34, §5 which re-quire a full three yea.rs of temporary vows, from date to date, in order to have a valid perpetual profession, clearly prove she was not validly professed of perpetual vows on August 15, 1940. Consequently, on August 15, 1956, with the full reali~zation of the invalidity of the 1940 profession, she pronounced her perpetual vows. At the general chap-ter on February 11, 1958, she was elected superior general. Because sister certainly had perpetual vows then; because it had been almost twenty-one years since sister pro-nounced her first vows; because the casting and counting 3f the ballots had been canonically performed; and be-cause the presiding local ordinary declared the elections met all the requirements of ciin6n law, all the sister's 6f the zommunity concluded that Sister Lioba was their new su-perior general. Sister Sophia's disturbance of mind was caused by a ;tatement of the lecturer that, among other qualifications, a :religious, in order to be a valid superior general, must have been validly professed a minimum of ten years, in-cluding the time of temporary vows (canon 504). Mother Lioba, although in the community since 1935, as of Feb-ruary 11, 1958 had valid vows for only just under four and a half years (August 17, 1937-August 17, 1940; August 15, 1956-February 11, 1958). Therefore, Mother Lioba is not really the superior general. Ignorance of the law on this point, even though it excused from all sin because nobody knew any better, does not prevent the canonical effect of the non-observance of the law, for the reason that canon 504 does not provide for ignorance as excusing from the effects of canon law (canon 16, §1). That is all bad enough. However, since a validly chosen superior is required for valid admission of candidates to the novitiate, to tempo-rary and per.petual' professions, to negotiate contracts of sale or loan, to appoint provincials and local superiors, and so forth, what about the validity of all those admis-fions, contracts, appointments, as well as all other actions whose validity depended on a validly chosen superior? Prior to the 1952 reply, cases like this with their chain reaction of multiple invalidities were something of a night-mare to canonists who in various ways sought to find a legal remedy to prevent' such awful consequences. The ;urest way to take care of such cases was to request from the Holy See what is called a radical sanation (sanatio in radice). Now in virtue of the 1952 reply, in such circum-stances, namely, where common error is had, the Church mpplies the dominative power necessary for the acts ~laced by such a "superior." Consequently, as regards the ictions of Mother Lioba, all those requiring dominative 3ower in order that they be valid, are all valid by supplied iuthority. As in the case of Brother Joachim, so also in :hat of Mother Lioba the status as superior should be vali- ]ated if possible. In the present instance the easiest way ~zould be to petition the Holy See for a radical sanation. These considerations should make for a better under- .tanding and appreciation of religious authority or dotal: ~ative power and especially of the application of certain urisdictional canons to that authority. + 4- + Religious Authority VOLUME 20~ 1961 195 FRANCIS N. KORTH, S.J. Total Dedicatio in the Worl ÷ ÷ ÷ Francis N. Korth, S.J., is professor o[ canon law at St. Mary's Col-lege, St. Marys, Kansas. REVIEW FOR RELIGIOUS ]96 The apostolic constitution, Provida Mater Ecclesia, o February 2, 1947, focused attention upon a new, otficiall~ approved type of totally dedicated life in the world namely, the life in secular institutes. Members of these institutes bind themselves to the practice of evangelica poverty, chastity, and obedience according to their con stitutions for the purposes of personal sanctification and of apostolic work. Secular institutes are the third corn ponent of the juridical state of perfection-to-be-acquired as that state exists at present in the Church; the othei two components are the various kinds of religious insti tutes and of societies of common life. Outside the juridical state of perfection-to-be-acquired, there exist other groups many of them in a stage of development or growth, whose members dedicate themselves totally to an apostolic life and personal sanctification. Religious institutes and societies of common life (ex amples of these latter are the Paulist Fathers, the Mary knoll Missionary Fathers, the Vincentian Fathers) are well established and known in this country. Not so seculaI institutes, since they are a more recent development. Secular Institutes in the United States In an effort to help the growth of this new form ol specially.dedicated life in this country, as well as to make these groups and other similar groups better known and understood, a small number of interestedpersons:met in the summer of 1949 to talk things over. A year later in July, 1950, the first general meeting of such groups with some seventy participants, was held in Washington D.G. From this developed an unofficial national cente, (operating with the knowledge.and approval of ecclesiasti. cal superiors) for the purpose of coordinating activity and~ of collecting and disseminating information. Until 1957 this center was located and serviced at Notre Dame Uni cersity under the able and generous leadership of Father Ioseph Haley, C.S.C. Two other persons who have played mportant roles from the beginning are Father Patrick ~lancy, O.P. and Father Stephen Hartdegen, O.F.M. In lanuary, 1952, a restricted' gathering (seventy-five 'per- .ons attended, however) met at Notre Dame University. Fhe proceedings of both the 1950 Washington meeting ~nd this 1952 meeting at Notre Dame were compiled. In August of that same year, 1952, the first National ,~ongress of Religious in the United States' was held at Notre Dame University; during this Congress two papers were given on secular institutes. About the same time ~ome published materials about secular institutes ap-peared, and some talks were given to various groups about the same subject. In February, 1954, a meeting 3f twenty-six interested priests took place in Chicago. Meanwhile, an informational bulletin was being issued from time to time by the national coordinating center. The interests of the coordinating center had now been extended to include, besides secular institutes, other groups devoted to a life of total dedication in the world. The bulletin received the expanded title of Bulletin on the Dedicated Life in the World and Secular Institutes. In 1955 a workshop for dedicated persons in the world was conducted at Chicago. That same year regional meet-ings were held in San Francisco and New Orleans, fol-lowed by one in Chicago the next year and one in Boston in 1957. The national center's bulletin was now appear-ing under the name of Bulletin of the Life of Total Dedication in the World. In 1957 there was published a ;ymposium, Apostolic Sanctity in the World, edited by Father Haley, C.S.C.; in August of the Same year a ,aational meeting of representatives of the four regional areas was held at Notre Dame University. The Sacred Congregation for Religious had been ac-quainted with these different activities and meetings. ~'or purposes of unifying the activity and of guiding the zfforts of all concerned along proper lines and in con- ~ormity with the Holy See's directives in this matter, the 3acred Congregation urged that all these related activities ,~e now placed under the direction and guidance of the .~onference of Major Superiors of Men's Institutes in :he United States. Father Joseph Haley, c.s.c, had been in charge of zoordinating efforts until 1957, at which date the national ,nformation and coordinating center was shifted to Wash- .ngton, D.C. with Father Stempen Hartdegen, O.F.M. of Holy Name College in that city as the national director tnd president of the newly proposed (but not yet fully tpproved) Conference of the Life of Total Dedication n the World. The plan for this Conference had to be 4- 4. Total Dedication VOLUME 20, 1961 19'/ Francis N. Korth, S.~. REVIEW FOR RELIGIOUS 198 submitted to the Conference of Major Superiors for approval. This approval was obtained (September 29 1959) and 'preparations were then begun for the firs triennial general meeting of the new Conference (here after referred to as the C.L.T.D.W.), Though ~his meeting was projected .for St. Louis in November, 1960, an un foreseen delay caused it to .be held in Washington, D.in January of the following year. The Washington Meeting This first triennial general meeting represented an edu cational effort to make the life of total dedication in world, especially in secular institutes, better known and understood by clergy and laity alike. The program was signed to appeal both to those whose interest in this wa) of life was just beginning and to those whose interest wa~, of long standing. The opening session of the meeting, convened in auditorium of McMahon Hall at The Catholic University on Saturday, January 28, 1961. Chairman of this session was the president of the C.L.T.D.W., Father Hartdegen. O.F.M. More than one hundred and fifty persons (laymen and laywomen, a number of priests, and several brothers and sisters) had registered for the meeting; a fairly large number of visitors, including some clerical students, individual sessions. The first formal paper of the meeting was a review the activities' during the past eleven years in the United States leading up to and culminating in the formation and. official approval of the C.L.T.D.W. This talk, .en-titled "The Conference of the Life of Total Dedication in the World--A Decade of Growth, 1950-1960/' has fur-nished the facts given in the opening part of the present article. Next on the program was a paper with the title, "An Active Lay Apostolate: Condition of Growth of Secular Institutes in the United States." The paper emphasized that an active apostolate and a deep interior life are the conditions for the growth of secular institutes in this coun-try. Secular institutes, the paper continued, are peculiarly suited to the needs of the times; because they are different in their extrinsic elements, they can fulfill the contem-porary apostolate's need of easier access to atheists and sinners; the institutes, accordingly, answer the universal need for an organized secular apostolate and for a deepl interior life. The paper then went on to give a historical and statistical survey of secular institutes, the main point~! of which are summarized below. In 1938.representatives of twenty-five societies or group~" of total dedication in the world came from various part,~ o[ the world to a meeting in Switzerland. Events such these gradually led up to the official, juridical recognition of secular institutes by the Church in 1947. In the United States at the present time there are repre-sentatives of twenty-five known groups of persons spe-cially dedicated to the apostdlat~ in the world;~ fli~se are either secular institutes or other groups which might de-velop into secular institutes. (No figures are available for Canada.) Of these twenty-five groups, twelve are secular institutes (eight are pontifical and four diocesan), seven are canonically approved pious associations, and six are not yet canonically established, but are existing with the approval of the bishop. The eight pontifical secular institutes are divided into six with final approval (Company of .St, Paul, Daughters of the Most Holy and Immaculate Heart of Mary, Mis-sionaries of the Kingship of Christ [women's branch], Opus Dei, Society of the Heart of Jesus, and Teresian In-stitute) and two not yet fully approved but having the de-cree of praise (Caritas Christi Union and the Society of Our Lady of the Way). The four diocesan secular insti-tutes are: Missionary Priests of the Kingship of Christ, Regnum Christi, Schoenstatt Sisters of Mary of the Catho-lic Apostolate, and the Secular Institute of St. Plus X. The seven canonically approved pious associations are.' Caritas; Domus Dominae and Domus Domini (Madonna House); Jesus-Caritas, Fraternity of Fr. de Foucauld; Ob-late Missionaries of the Immaculate; Oblates of St. Joseph; Pax Christi; and Rural Parish Workers of Christ the King. The six groups not yet canonically established are: Daughters of Our Lady of Fatima, Ecclesian Institute of Christian Life, Institute of Blessed Martin de Porres Work-ers, Institute of the Mystical Ghrist, Institute of the Word, and Pro Deo Workers. Not falling into the above categories of specially dedi-cated persons in secular institutes or in groups that might develop into such, but still worthy of mention here under a special listing because of total dedication or noteworthy apostolic work being done by their members are the fol-lowing four groups: International Catholic Auxiliaries; La Paix (Lafayette Associated Professional Apostolate of Individual Christians ); Lay Workers of the Sacred Heart; and the Society of the Daughters of St. Francis de Sales. [Some information about the above-mentioned secular institutes and other groups is available in a pamphlet en-titled Chan:~els, published by the national information center whose address is: C.L.T.D.W., Brookland P.O. Box 4522, Washington 17, D.C. The price of the pamphlet is twenty-five cents.] The above groups exist in. nearly thirty of the states, though the overall representation is small. While it is true that the secular institute movement has developed Total Dedfi:atlon VOLUME 2°0, 1961 199 4. Francis N. Korth, $.]. REVIEW FOR RELIGIOUS 200 fairly rapidly, still ther~ is reason for concern about the slowness of growth in the United States. The principal cause of this is perhaps the lack of realization on the part of many of what the modern apostolate means and re-quires; namely, the Christianization of modern society. Life in Secular Institutes Following the two main talks of the morning, the audi-ence was then divided into fourteen smaller work groups. Each group had a leader and a secretary; items presented in the preceding talks were discussed more fully by each group; and prepared questions to aid discussion were dis-tributed. Any conclusions were noted by the secretaries; summaries of these conclusions were presented at the final general session on the last day. The first afternoon speaker treated the topic of "Secular-ity in the States of Perfection of Secular Institutes." He made the point that the secularity of these new institutes does not imply secularism but rather a stable way of totally dedicated life in the world. The member of a secular in-stitute has the obligation of the three evangelical counsels of poverty, chastity, and obedience and is always subject to the will of God expressed by the constituti6ns and by superiors. Some difficulties encountered are loneliness, being misunderstood, and a lack of some of the things of the world while living and moving in it. The lack of com-munity life and of a common garb is hard for outsiders to understand. In addition, the member of a secular in-stitute is on his own to do the required thing: perhaps to give up a movie or a television program in order to be faithful to spiritual exercises, to do without new clothing because of the poverty professed, to stay away from an office party. There are no bells to direct one's day, no assistance from the example of others, as is had in com-munity life. Mentality, personality, and strength above average are needed to lead this life. A person must be an active, militant apostle, for part of a vocation to a life in secular institutes is to be the leaven in the masses. The second part of this first afternoon was devoted to a panel on "The Evangelical Counsels," the panelists being two priests and three lay persons. The first panelist pre-sented the canonical aspects of this topic, commenting on the nature of the vows or promises and their resultant ob-ligation or bond and on the fact that one binds himself according to his paiticular constitutions, that a member of a secular institute is not a religious, and that such a call-' ing is a special vocation which at times may require rather high intellectual qualifications. Prudence and good judgment are essential in any prospective candidate and, of course, a good moral life. Some inner impulse or desire is found, but not necessarily a liking; in other words, there should be some general appeal and an investigation of that appeal, The second panelist considered the moral aspects of a life of poverty, chastity, and obedience. His remarks may be summed up in the followifi~ ~iy. Poverty~ tile ~dical ownership remains, while the useful ownership is re-stricted according to the constitutions. A very strict ac-count of income and expenditures is required, the account being rendered to the superior usually at the time of the annual retreat.Combined with generosity to the poor, frugality is practiced. Ckastily: all sins against' chastity must be avoided and, moreover, ~easonable means must be taken to preserve the full beauty of this virtue. Members in the strict sense of secular institutes are forbidden to marry. Obedience: superiors are to be obeyed within the limits of the rule and constitutions. A formal command would be given in writing or before two witnesses and with the use of a special formula; this power is not to be used beyond what is found in the rule or statutes or constitu-tions. ',The practical "aspects of living poverty, chastity, and obedience in a secular institute were briefly treated by the three remaining panelists, each of whom considered one of the three evangelical counsels. The first speaker discussed the practical living of poverty, At times, he noted, it is difficult to determine the detailed application of poverty, particularly in the case of persons engaged in individual work or careers~ One should live in the spirit of poverty and pray to understand what: living in that spirit means. In everyday living two methods of practicing poverty are followed: 1) the individual keeps his own budget and sup-plies his own needs, getting the necessary permissions from his superiors; 2) income obtained from work is pooled and the needs of individuals are supplied by Superio[s. from the common fund. At times there might also be some com-bination of both these methods. Practical ~tuestions, de-termined or settled by the Constitutions or the rule of life of each institute, inclUde the following: whether or not to keep a budget, how much may be spent without special permission, how much to give to charity on one's own ini-tiative, how much.to give to the institute. A definite record of revenues and expenses must be~ kept and reported to superiors at stated times, Permission is required to spend any amount; a general permission might cover expendi-tures for medicine, toilet articleS, and so forth; for cloth-ing, by way of example, specific or special permission might be required. The alignment of permissions varies with the occupations of the members. In emergencies one may act and later report the matter. A booby trap in 'prac-ticing poverty could be the accepting of gifts from relatives or friends (though in some groups it is permissible tO ao ÷ ÷ ÷ Total Dedication VOLUME 20, 1961 ÷ ÷ ÷ Francis N. Korth, $.1. REVtEW FOR R~t.tGIOUS 202 cept gifts even of money) or working extra hours to earn more money when the time should be given to the apos-tolate. A monthly financial report might be required. The rule of life of a particular group will flesh out its constitu-tions on these and similar points. It is important to note that the practical living or regulation of poverty varies considerably with different institutes. Though there is a great variety concerning poverty in the const.itutions, some restriction is essential for all. The speaker on the practical living of obedience noted that obedience presupposes a mature mentality which sees that it is from Calvary that. the meaning of obedience be-comes clear. Obedience gives one an assurance of fulfilling God's will and it frees from pride. Just as other things connected with secular institutes have secular character-istics, so too does this obedience. The member of a secular institute is neither alone nor completely dependent: There are no .schedules or other helps as in religious institutes. Secular institute obedience must be active; often the su-perior gives only general directives. For example, the hour of rising in the morning and the hour of retiring at night are indicated; but if some friend or guest is in the house, the member could probably bypass that directive for the sake of charity. The last of ~he five panelists discussed the practical living of chastity. This means no marriage and no sin against chastity; for God, marriage is renounced and per-fect chastity is undertaken. In regard to dances and shows, the me .mber of a secular institute does not make a habit of these diversions but "attendance is permissible if charity or the apostolate requires it, One must be selective in tele~ vision programs; similarly, books and movies, if there is time for them, must be chosen wisely. Women members should wear clothing that is modest and suitable for their apostblate. Jewelry should not be expensive; it should be used as part6f the costume and not for show. As a motive for faithfulness in preserving chastity, a deep love of Christ should be cultivated. A strong devotion to the Blessed Mother will also help, as.also will fidelity to the rule, which was given precisely to be of assistance in this matter. Formation of M'embers of Secular Institutes The evening session feat ~ured another panel whose topic was "Formation for the Life. of Total Dedication in the World." This time, there w~ere four panelists, two priests and two lay persons. The first panelist spoke about spirit~ ual instruction and remarked that the purpose of a pro-gram of spiritual instruction is to give glory to God, to further the work of the Church, and to form apostolic secu-lar ambassadors of God.: For this latter purpose, apostolic virtues, especially as detailed in the particular constitu- tions, are necessary. In general there is need of zeal for souls, prudence, fortitude, and the gifts of the Holy Spirit. In any consideration of method in spiritual instruction, it is important to remember that the spiritual life must be allowed to grow by degrees. 'It ~as,suggested by the~speaker that in the period of formation fundamentals be stressed; a knowledge of secular institutes in general and of the con-stitutions of a particular group must be imparted along with the spirit of that particular group. In the period of temporary incorporatibn, the above areas should be devel-oped more fully, the .person should be acquainted with the apostolate of the institute, and forbearance of the faults of others should be inculcated.In the period of final or definitive incorporation there is need for continued spiritual instruction, for growing simplicity in one's spirit-ual life with no overemphasis on either the active or prayer aspect of secular institute life. Spiritual guidance was discussed by the next speaker. The spiritual director of a secular institute, he said, must realize that he is working with specially dedicated souls. He must teach them the principles of the spiritual, life with emphasis on prayer and mortification. He must also teach them to think with the Church, to have zeal, tO lead a life of self-denial in order to live with Christ. For purposes of guidance, the panelist suggested the following three "p's" as useful: 1) a philosophy of life (= the faith); 2) a pro-gram (for which consult the constitutions, customs, and heritage of the particular group); and 3) "passion" (= en-thusiasm for living total dedication). The means at a di-rector's disposal are conferences, lectures, discussions, di-rected spiritual reading, and especially a mirroring of all he teaches. The two lay participants on this panel discussed "Teach-ing and Living the Rule and Constitutions in Secular Life." For teaching the rule and constitutions, the third panelist stressed the need of starting with humility, since one is to serve when one governs or teaches. Compassion, zeal, pity, and patience are necessary to teach or train young people. The teacher must teach by living and must himself be immersed in prayer. In actually teaching, the person to be instructed must be studied and the amount of training or instruction to be given here and now must be duly measured. If the person should at present be con-fused or somewhat emotionally disturbed, teaching of mental hygiene is indicated. The vocabulary of instruc-tion should be adapted to the capacity of the hearer. The questions that will be asked of a teacher of the way of life in a totally dedicated group will always tend to be the same; hence the teacher must learn to be patient with the questioners. The final speaker of the panel gave some thoughts on ÷ ÷ ÷ Total Dedication VOLUME 20, 1961 203 ÷ ÷ ÷ Francis N. Korth, S.$. REVIEW I:OR RELIGIOUS 204 living the rule and constitutions. To this end the personal touch and a greater initiative in the following of Christ are needed, especially for groups that do not have training of members in common. Perfection is to be sought from the rule which must be taught gradually without any great upheaval or change in the candidate's life. It must be stressed, however, that the life the candidate is contem-plating is a life of total dedication. He should be taught that in day-by-day living decisions must be made by the individual, but later he should check his decision with the superior's judgment. In the realm of poverty, one should have as if he had not; hence there should be a spirit of being ready to turn.over all one's money to the in-stitute. In order to live the rule and constitutions there must be a constant, conscientious, mature completeness in giving. On Sunday, January 29, the second day of the meeting, a low Mass was celebrated in the crypt chapel of the Na-tional Shrine of the Immaculate Conception. The sermon at the Mass was entitled "The Catholic University and Secular Institutes." The hope was expressed that at some later date a planned series of general courses might be given at The Catholic University on basic knowledge about secular institutes and on training and spiritual in-struction fundamental for life in any groups devoted to total dedication. The Apostolate The general sessions were again held in the auditorium of McMahon Hall. The opening morning session pre-sented a panel of lay participants on the overall subject of "The Apostolate." Five speakers successively discussed lay missions (two speakers), social work, nursing, and teaching. The first speaker on lay missions gave some background information on the general idea of missionary work in the Church. The particular role of the lay apostle in mission areas, he said, is to develop an atmosphere of Christianity through the practice of Christian principles. To achieve this purpose, the natives must be educated in Christian principles, perhaps initially through the ministrations of those in some profession such as nursing. To prepare mod-ern young people for such lay missionary work on a life-time basis, spiritual preparation must first of all be stressed. Next, the prospective missionaries are to under. stand that there must be no forcing of American attitudes about government and life on the natives. The basic atti-tude of the missionary should be humility; he must be sympathetic to the customs and culture of the people among whom he is working. To this end a study should be made of the culture, philosophy, and literature of the par-ticular missionary country. The second speaker on lay missionary work pointed out that opportunities for laymen to spend their lives as per-manent missionaries are found in ~ay mission societies. A lay missionary should be imbued with the missiona~ry mys-tique: to give. He is "going~oht'' to help other p0~ential members of the Mystical Body. Emotional balance is neces-sary for a lay missionary. He should be able to accommo-date himself to the culture of. the country in which he works. "Missionary poverty" means giving up one's former way of living and even of thinking. Joy will be found in a sense of fulfillment, in the hope enkindled in men's eyes, in the happiness of the children one meets, and in the friendship of the natives. Hardships will include discour-agement, lack of assimilation by the natives, rigors of cli-mate, and the like. Teams of missionaries, as opposed to free lances, supply mental uplift, coordination of activity, spiritual assistance, and so forth. The third panelist spoke on the apostolate of social work, an apostolate that implies service and sacrifice. So-cial work implies climbing into the stream of human events and adversities to serve a fellow human being who is suffering. This demands a spirit of self-sacrifice and the conviction that no human being is trifling or insignificant. The fourth panelist discussed nursing as an apostolate. Nursing, it was said, is an art and science that deals with the patient in his entire environment. The nurse must be a mature person with a ministry of mercy based on the love of God. The nurse is to see Christ in the patients, for there is a need of "a restoration of nursing in Christ" to counter-act a secularistic and materialistic attitude. The average nurse today seems self-centered instead of Christ-centered. The nurse should try to help patients spiritually and should teach the Gospel message by action; thus, for ex-ample, the nurse should be ready "to go the other mile" whenever the opportunity arises. A nurse truly dedicated to Christ shares His sufferings and also His joys. The fifth panelist on the apostolate considered the area of teaching, pointing out that educational statistics in the United States show that many Catholic students on all levels of training are not in Catholic schools. Some sug-gestions have appeared in various publications to meet the situation; for example, to close the first four or five grades in parochial schools, to have fewer but more excellent Catholic schools, or to sacrifice tremendously to retain the entire system. Whatever be the solution to the prob-lem, it will always remain true that Catholic teachers must endeavor to be at least as professionally competent as non-Catholic teachers. The speaker suggested that a specialized apostolic group of lay teachers is needed in this country. Moreover, the influence and activity of the Cath-÷ ÷ ÷ Total Dedication VOLUME 201 I961 £05 Francis N. Eor~h, $.J. REVIEW FOR RELIGIOUS 206 olic teacher could well be extended into the area of adult education. After the close of the Sunday morning session, a formal group luncheon was held, at which the Very Reverend Celsus Wheeler, O.F.M. of the Conference of Major Su: periors of Men's Institutes in the United States gave a word of encouragement to the work done at the meeting. He told those in attendance that secular institutes and other groups requiring a life of total dedication in the world are in a splendid position to establiSh contact with people for apostolic purposes in places and circumstances where priests and religious often could not make contact. The second speaker at the luncheon was a physician, a member of a professional men's sodality, who spoke on the topic,. "Dedication to t~he Lay Apostolate through the Professions." In his speech he stressed that though the lay apostolate can achieve a vfist amount of good, still consid-ering the number of Catholics in the United States, there is not the'desired impact or influence which might be ex-pected. Many young people today have no concept of how their future work as professional men might be utilized for the apostolate. One must learn to think with the Church and to carry that thinking into one's professional life. A deep interior life must be developed so that this can spill over into apostolic work. As an example of what one group of professional men is doing for the apostolate, a detailed description was given by the speaker of the sodality to which he helorigs, of its course of training, and of some of its apostolic activities; his presentation was both impressive and inspiring, A business meeeting was held in the auditoriu
This report identifies and describes the most prominent exogenous factors affecting nature-based tourism (NBT). Megatrends and associated sub-trends were identified by means of a literature review and structured using the STEEP framework, including social, technological, economic, environmental and political drivers (Dwyer et al., 2009). Research papers published in English language journals were obtained by searching electronic databases of scientific and tourism journals (Google Scholar, Web of Science, Oria). A total of 151 research papers (including 109 peer reviewed journal articles) published between the years 1998-2017 were identified. The peer reviewed research papers were published in 55 different journals spanning a wide array of disciplines. Concluding remarks put the results in the context of Norwegian nature-based toursm. Social trends • Population growth. Will lead to an overall increase in participation in nature-based tourism. However, such unprecedented growths can also lead to an overuse of natural attractions negatively affecting natural resources. • Changes in household composition. Family households are getting smaller. Sole-parent and single-person households becoming more prevalent. More income and discretionary time to travel and participate in recreational activities. • Ageing population. Healthier, wealthier and more active older persons. Growingly interested in nature-based activities which accommodate their reduced physical abilities, i.e. less strenuous activities. • Health and well-being. More emphasis on mental health; de-stressing and self-medicating. People increasingly seek out nature-based activities as a form of natural therapy/treatment. • Urbanization. Urban congestion is threatening natural environments and leading to loss of landscape. People's need for green spaces is growing, thus, the demand for NBT is increasing as well. • Changing work patterns. A reduction in physically demanding employment and household work leads to increased demand for physical activity during leisure time. The growing middle class with more flexible working conditions and an increasing disposable time and income is allowing for more flexible travel plans and a desire to spend holidays in new and exotic natural destinations. • Gender. Modern societies are more feminized and women highly influence the choice of leisure activities. Women are prone to choosing NBT activities and products of high convenience, quality and beauty. While men value challenging NBT activities (e.g. hunting, fishing, adventure activities). • Increasing cultural diversity. Multicultural society is altering NBT visitor markets. Inflow of tourists with different cultural backgrounds, preferences and expectations, may lead to conflicts among them. New management interventions required in order to accommodate tourists' different needs and expectations, and prevent probable conflicts. • Values and lifestyles. Today's tourist is money rich/time poor, individualistic, seeking unique, personalized and authentic experiences. Tourists are increasingly interested in participating in NBT activities as it helps them understand themselves better, achieve a sense of transformation and identity. Moreover, there is an increasing environmental awareness among them. Technological trends • Transportation. New technology is reducing the cost and the increasing speed of travel. Increasing accessibility to various tourist destinations. Schemes to reduce carbon emissions are expected to negatively impact destinations far from markets. • High-tech equipment. Outdoor high-tech recreational equipment and clothing are providing recreationists with increased comfort, safety and access to nature destinations. Growth in participation in different types of NBT activities. • Information and communication technology (ICT). Advanced technology allows tourist destinations to add value for their visitors and minimize operating costs. Electronic word-of-mouth becomes an increasingly important factor for destination image and travel behavior. Social media allow for more transparency between customers and suppliers. More competition among tourist destinations and greater consumer power. Mobile technology and expanded mobile service covering remote areas will encourage tourists to visit and experience new, unknown nature areas. For NBT, Internet of Things is expected to help in managing visitors flow in outdoor areas, improve traffic management and enhance the monitoring of fragile ecosystems. Indoorization of outdoor activities and artificial recreations settings may signal a shift away from recreation in nature, but it is also argued that such services can stimulate participating in NBT. Economic Trends • Economic growth in developed economies. Economic growth, increasing income and disposable time in developed countries allow more people to spend more time and money on nature-based experiences. • Economic growth in emerging economies. Economic growth in emerging economies of the BRIC nations, especially China and India, will significantly contribute to the expansion of tourism. This is leading to an alteration in the cultural and ethnic mix of tourists arriving to the EU. These tourists bring different behaviour, expectations and demands, e.g. Chinese tourists are found to be more interested in passive enjoyment of natural scenery (i.e. sightseeing) rather than active involvement in NBT activities. • Sharing economy. Tourism services and businesses such as hotels, restaurants and tour operators are being challenged and gradually replaced by individuals who offer budget-friendly services such as accommodation, transportation, excursions and meals. • Fuel costs. Despite temporary reductions, oil prices are expected to increase again which will negatively impact travel propensity via increased cost for flight tickets and introduction of fuel charges. Greenhouse gas mitigation strategies are expected to restrict and hinder future travel. Environmental trends • Climate change. Have a direct impact on NBT. Winter tourism is negatively impacted in regions such as Northern Europe and North America as winter becomes warmer and wetter; lower-altitude ski resorts are expected to face economical problems due to decline in snow cover and decline in visitation levels. While, capacity pressures will be created in higher-altitude resorts. Dog sledding and snowmobiling are also expected to face negative effects due to reduced snow cover. Climate change is leading to receding glaciers, hence, diminishing not only their aesthetic value but also their economical value associated with NBT activities such as sightseeing, trekking and skiing. Climate change is also leading to coral bleaching, starfish outbreaks and environmental degradation which negatively impact dive and snorkel tourism. • Land use and landscape change. Urbanization, rural depopulation, exploitation of land for road construction and energy production have all led to different changes to landscapes and loss of their aesthetic values. Natural landscapes are a main driving force of NBT. Hence, all such changes were found to have a negative impact on NBT via for instance reducing the attractiveness of tourist landscapes and the quality of tourists' experiences. Conflicts between various stakeholders (e.g. tourism, forestry, energy production) is also documented in the literature. Protected areas are often significant attractions in the nature-based tourism system, and more recent environmental policies in Scandinavia have emphasized the need to integrate nature-based tourism with protection of nature so that the two can be of mutual benefit. Political trends • Political turbulence, war and terrorism. Political turbulence in regions such as the Middle East, Africa and parts of Asia are predicted to diminish tourism flows overall but is predicted to enhance the attractiveness of tourist destinations perceived as 'safe'. Tourist attractions that offer settings (e.g. outdoor recreation settings) where large numbers of visitors are gathered are more prone to terror attacks and may need more security measures to ensure safety. Loss of natural heritage due to war and civil unrest is documented in the literature; examples of damaged national parks and ruined NBT industries in countries with political turbulence and terror attacks are also documented. • Changes in border regulations. Changes in border regulations via the introduction and implementation of agreements such as the Schengen Agreement or China's Approved Destination Status 'ADS' have reduced border travel restrictions, creating huge tourism opportunities and traffic in several regions worldwide. China's ADS is expected to become the largest outbound market by 2020. • Health risks. The continuing rise in international travel is a driving force in global emergence and spread of infectious diseases (e.g. Zika or Ebola virus). Future spread of persistent life-threatening diseases may make international travel be perceived as a personal risk. Future travel may be strictly regulated to prevent the spread of any virulent diseases among tourist destinations. • Geopolitics. In today's globalised world, tourism is being used as an instrument to realize particular geopolitical goals. For example, sport events among Commonwealth member states as a unification tool. China's Approved Destination Status (ADS) as a projection of its soft power. Regional blocs such as North American and the European Union Free Trade Agreement also impact tourists' movement within these multilateral entities. The report is produced with funding from BIOTOUR – a four year research project with the objective to research and disseminate key conditions for future development of nature-based tourism in the Norwegian bio-economy that contribute to business innovation, community resilience and sustainable use of resources (www.nmbu.no/biotour). ; Denne rapporten identifiserer og beskriver de viktigste faktorene som påvirker det naturbaserte reiselivet. Megatrender og tilhørende sub-trender er blitt klarlagt gjennom en litteraturstudie og strukturert ved hjelp av et eget rammeverk, STEEP, som omfatter sosiale (Social), teknologiske (Technological), økonomiske (Economic), miljømessige (Environmental) og politiske (Political) drivkrefter (Dwyer et al., 2009). Litteraturgjennomgangen baserer seg på systematiske søk i elektroniske databaser for vitenskapelige, engelskspråklige journaler (Google Scholar, Web of Science, Oria). I alt 151 forskningsbidrag (hvorav 109 fagfellevurderte tidsskriftsartikler) publisert i årene 1998-2017 ble identifisert, og disse er blitt publisert i 55 ulike tidsskrifter innenfor et bredt spekter av fagdisipliner. I konklusjonsdelen av rapporten er hovedresultatene satt inn i en norsk naturbasert reiselivskontekst. Sosiale trender • Befolkningsvekst. Vil føre til en generell økning i deltakelsen i naturbasert reiseliv. Men en slik akselererende vekst kan også føre til stort forbruk av naturattraksjoner, som igjen kan påvirke naturressursgrunnlaget på en negativ måte. • Endringer i husholdningenes sammensetning. Familiehusholdningene blir mindre. Hushold bestående av én forelder eller aleneboende blir mer vanlig. Høyere inntekter og mer fleksibel tidsbruk øker mulighetene for å reise og delta i rekreasjonsaktiviteter. • Aldrende befolkning. Bedre helse og høyere velstand blant aktive eldre personer. Økende interesse for naturbaserte aktiviteter som er tilpasset reduserte fysiske forutsetninger, dvs. mindre krevende aktiviteter. • Helse og velvære. Mer vekt på mental helse; avstressing og selvmedisinering. Folk velger naturbaserte aktiviteter som en form for naturlig terapi/ behandling. • Urbanisering. Urban vekst truer naturmiljøer og fører til tap av naturlandskap. Folks behov for tilgang til grønne områder øker, og dermed vokser også etterspørselen etter naturbasert reiseliv. • Endrede arbeidsmønstre. Reduksjon i fysisk jobbkrav og mindre anstrengende husarbeid fører til økt etterspørsel etter fysisk aktivitet i fritiden. Den voksende middelklassen med mindre rigide arbeidsbetingelser og mer disponibel tid og inntekt åpner for mer fleksibel reising og et ønske om å tilbringe ferien på nye destinasjoner med eksotisk natur. • Kjønn. Moderne samfunn er mer feminiserte, og kvinner påvirker i stor grad valg av fritidsaktiviteter. Kvinner er tilbøyelige til å velge naturbaserte reiselivsaktiviteter preget av bekvemmelighet, kvalitet og skjønnhet, mens menn i større grad søker utfordrende aktiviteter som jakt, fiske og det som representerer spenning i naturomgivelser. • Økende kulturelt mangfold. Det multikulturelle samfunnet endrer markedene i det naturbaserte reiselivet. Tilstrømmingen av turister med ulik kulturell bakgrunn, preferanser og forventninger kan føre til konflikter mellom de ulike segmentene. Nye grep fra naturforvaltningen er påkrevd for å ivareta turistenes ulike behov og forventninger, og forhindre konflikter. • Verdier og livsstiler. Dagens turist er rik på penger men fattig på tid, individualistisk, og søker unike, persontilpassede og autentiske opplevelser. Turister er i økende grad interessert i å delta i naturbaserte reiselivsaktiviteter; det hjelper dem til å forstå seg selv bedre, bidrar til en følelse av personlig forandring og uttrykker en form identitet. Videre er det en økende miljøbevissthet. Teknologiske trender • Transport. Ny teknologi reduserer reisekostnadene og øker reisehastighetene. Tilgjengeligheten til ulike turistdestinasjoner øker. Planer for å redusere karbonutslipp forventes å påvirke destinasjoner som ligger langt fra markedene, på en negativ måte. • High-tech-utstyr. High-tech utstyr og avanserte klær gir friluftslivsutøvere mer komfort, høyere sikkerhet og lettere tilgang til naturområder. Bidrar til vekst i ulike former for naturbaserte reiselivsaktiviteter. • Informasjons- og kommunikasjonsteknologi (IKT). Avansert teknologi gir turistdestinasjoner merverdi for besøkende og reduserer driftskostnader. Turistomtale i elektroniske medier blir stadig viktigere for reismålenes image og turisters reiseatferd. Sosiale media gjør tilbyder-kundeforholdet mer transparent. Mer konkurranse mellom destinasjoner og større forbrukermakt. Mobilteknologi og flere mobile tjenester som dekker avsidesliggende områder, vil oppfordre turister til å besøke og oppleve nye, ukjente naturområder. For naturbasert reiseliv forventes utstrakt bruk av internett (Internet of Things) å kunne være til hjelp i forvaltingen av turiststrømmer i naturområder, forbedre trafikkstyringen allment og raffinere overvåkningen av sårbare økosystemer. Mer tilrettelegging for aktiviteter innendørs (indoorization) og kunstig oppbygde arenaer kan signalisere et skifte bort fra rekreasjonsaktiviteter i naturomgivelser, men det er også argumentert for at slike nye tilbud kan stimulere deltakelse i naturbasert reiseliv. Økonomiske trender • Økonomisk vekst i utviklede økonomier. Økonomisk vekst, økende inntekter og mer disponibel tid i utviklede land gjør det mulig for flere å bruke mer tid på naturbaserte opplevelser. • Økonomisk vekst i utviklingsøkonomier. Økonomisk vekst i BRIC-landenes utviklingsøkonomier, spesielt i Kina og India, vil i betydelig grad bidra til ekspansjon i reisevirksomheten. Dette fører til endinger i den kulturelle og etniske sammensetningen av turister som ankommer EU. Disse gjestene har annerledes turistatferd, forventninger og krav; kinesiske turister utviser større interesse for passiv nytelse av natur og landskap (sightseeing) framfor å engasjere seg i aktive naturbaserte reiselivsaktiviteter. • Delingsøkonomi. Kommersielle foretak som hoteller, restauranter og turoperatører utfordres og blir gradvis erstattet av individer som tilbyr budsjettvennlige tjenester som overnatting, transport, utflukter og måltider. • Drivstoffkostnader. Til tross for tidvise reduksjoner forventes oljeprisen å stige, noe om vil påvirke folks tilbøyelighet til å reise på en negativ måte på grunn av økte priser på flybilletter og introduksjon av ekstra drivstoffavgifter. Strategier for å hindre utslipp av drivhusgasser forventes å begrense/ hindre fremtidig reisevirksomhet. Miljøtrender • Klimaendringer. Har direkte påvirkning på naturbasert reiseliv. Vinterturismen vil bli negativt påvirket i regioner som Nord-Europa og Nord-Amerika ettersom vintrene blir varmere og våtere; lavtliggende skidestinasjoner forventes å få økonomiske problemer som følge av redusert snødekke og mindre besøk. Det vil bli press på kapasiteten i mer snøsikre, høytliggende områder. Hundekjøring og snøskuterkjøring forventes å bli negativt påvirket på grunn av mindre snø. Klimaendringer fører til at isbreene trekker seg tilbake, noe som fører til at ikke bare deres estetiske verdi, men også økonomiske verdi knyttet til naturbaserte aktiviteter som sightseeing, brevandringer og skiturer, reduseres. Klimaendringene fører også til bleking av koraller og miljømessig degradering av marine områder som påvirker dykke- og snorklingsaktiviteter. • Arealbruk og landskapsendringer. Faktorer som urbanisering, befolkningsnedgang i distriktene, eksploatering av arealer til veibygging og energiproduksjon har alle ført til ulike typer av endringer av landskaper og tap av deres estetiske verdier. Intakte naturlandskaper er en sentral forutsetning for naturbasert reiseliv. Derfor har de nevnte faktorene negative konsekvenser for naturbasert reiseliv ettersom attraktiviteten i turistlandskapene og kvaliteten på turistopplevelsene reduseres. Konfliktene mellom ulike interessenter (turisme, skogbruk, energiproduksjon) er også dokumentert i litteraturen. Verneområder er ofte viktige attraksjoner i det naturbaserte turismesystemet, og nyere miljøpolitikk i Skandinavia understreker behovet for å integrere det naturbaserte reiselivet med områdevern til gjensidig nytte for begge parter. Politiske trender • Politisk turbulens. Krig og terrorisme. Politisk turbulens i regioner som Midtøsten, Afrika og deler av Asia forventes å redusere turiststrømmene i alminnelighet, men vil kunne øke attraktiviteten til destinasjonsområder som anses som trygge. Turistattraksjoner som tiltrekker seg store ansamlinger av besøkende (f.eks. kjente naturattraksjoner), er mer utsatt for terroranslag og vil ha behov for sikkerhetstiltak. Tap av naturarv på grunn av krig og uro er påpekt i litteraturen, og eksempler på ødelagte nasjonalparker og ruinerte naturbaserte reiselivsnæringer i land med politisk turbulens og terror er også dokumentert. • Endringer i grensekontroller. Endringer i grensekontroller gjennom introduseringen og implementeringen av avtaler som Schengen-samarbeidet eller Kinas utreisebestemmelser (Approved Destination Status, 'ADS') har redusert grenserestriksjoner og utløst enorme reisemuligheter i flere regioner rundt om i verden. Kinas ADS er forventet å bli verdens største utreisemarked i 2020. • Helserisiko. Den vedvarende økningen i internasjonal reisevirksomhet er en drivkraft i oppblomstringen og spredningen av infeksjonssykdommer (Zika eller Ebola-virus). Fremtidig spredning av vedvarende livstruende sykdommer kan bidra til at internasjonal reisevirksomhet oppfattes som en personlig risiko. Reiseaktiviteten kan tenkes å bli strengt regulert for å unngå spredning av virussykdommer i turistområdene. • Geopolitikk. I dagens globaliserte verden er turismen et redskap for å nå visse geopolitiske mål. For eksempel er felles sportsbegivenheter i Samveldenasjonene et instrument for å ivareta samholdet blant disse nasjonene. Kinas ADS er et politisk verktøy. Regionale blokker som den nordamerikanske og europeiske frihandelsavtalen påvirker også turistbevegelsene. Rapporten er finansiert av BIOTOUR – et fireårig forskningsprosjekt der formålet er å identifisere nøkkelbetingelser for videreutvikling av naturbasert reiseliv i norsk bioøkonomi som sikrer næringsutvikling, robuste lokalsamfunn og bærekraftig ressursbruk (www.nmbu.no/biotour).
The Ethiopia Investment Climate Program, managed by the World Bank Group's Trade and Competitiveness Global Practice aims at streamlining and simplifying high priority regulatory practices and processes burdensome to the private sector and address investment climate issues that are holding back investment and productivity growth in Ethiopia. This report presents a summary of the major findings about the business registration and licensing regime in Ethiopia and develops recommendations for streamlining and improving it. The report is based on an in-depth review of the country's more than 1,300 licenses; a detailed analysis at a sector level is presented in Annex three. This report consists of two main parts: in Chapter two, we present an estimate of the costs which the registration and licensing regime in Ethiopia imposes on the business sector in the country. Chapter three then presents the key findings and recommendations based on the detailed analysis of Ethiopia's licensing regime and implementation practice, the details of which are presented in the Inventory of Business Licenses. A brief concluding chapter summarizes the recommendations and provides an estimate of the positive effects which they could have both for businesses and Government.
Aim of investigation. This article describes the origins and key principles for Canada's healthcare system effectiveness. The focus revolves around the general principles of the sphere of medical care; namely, the orderly process of defining health problems, identifying unmet needs and surveying the resources to meet them, establishing priority goals that are realistic and feasible, and projecting administrative action, concerned with the adequacy, efficacy and efficiency of health services in Canada. The author outlines the dominant principle of the Canadian healthcare system; while complying with the international standards, it provides a highlyqualified medical care, furthermore, both high life expectancy and low infant mortality rates testify to this reality. Noteworthy, the bases of social organization and healthcare system in Canada were grounded in late twentieth century. The fact that the Second World War hardly ever devastated both country's economy and the nation testifies to the public health system, being established in quite favorable conditions. In addition, the demography of Canadian population, being quite stable and favorable, prompted the economy to rapidly develop as well as the government political decisionmaking to push to review its existing healthcare law principles and start reforming it, so that the country can respond better to its health and health system challenges. It should be emphasized that the Medical Care Act (1966), which, along with the Hospital and Diagnostic Services Act (1957), established the basis for Canada's universal, publicly financed health insurance system, known as Medicare, effectively enshrined private fee-for-service practice as the dominant mode of practice organization and physician payment in Canada. Canadian Healthcare system establishment fell into several stages: the first stage (in early 40's of the 20th century), the provision of targeted subsidies for special programs of health care and for the construction of hospitals were legally approved, since a growing number of Canadian citizens were able to obtain a level of decent health care through Canadian hospitals. The second step was taken in 1957, the Hospital Insurance and Diagnostic Services Act (HIDS) were passed with all-party approval; it paid approximately half the cost of provincial insurance plans for hospitalbased care, as long as the plans complied with specified national conditions. Medical Care Act of 1966 extended health insurance to cover doctors' services. While the basic principles of Medicare are determined by federal legislation, responsibility for health under the Constitution falls under provincial jurisdiction. Therefore, there are certain variations in the plan from province to province. It is not surprising that the first breakthrough of the legal framework contributed to the development of hospitals network in the country; at the same time, medical care qualitative indicators were complied with the national requirements. The third stage (1968-1979) covered the adoption of the legislative documents that formed the Canadian system of medical insurance for Medicare and established the allocation of funds for hospital and community-based medical care. In 1984, a Health Care Act was adopted in Canada, which consolidated the basic principles of Medicare. Medical care had always been a centerpiece of Canada's welfare state program, since it expected the provincial and territorial governments to be responsible for the management, organization and delivery of health care services for their residents. The specifics of the theme predisposed application of comprehensive approach to the research methodologies, among which there should be mentioned such as: structural-functional analysis, which includes the study of functional dependencies of all elements of the social state. Adhering to the problematic principle of presentation of the material, the author used the institutional method, focused on the study of institutes through which the activities of the health protection system are implemented. At the same time a number of such special methods were used as statistical retrospective and prognostic. Scientific novelty: the mutual precondition of socio-economic, demographic, socio- political factors on the process of formation of the Canadian system of medical services was substantiated , the reasons and the4 main stages of the formation of free medicine in Canada were determined, as well as advantages and disadvantages of the modern Canadian health system. Conclusions An important conclusion of this review is that the Canadian healthcare system also has a spectrum of drawbacks that require bridging the gaps. Currently Canada's healthcare system faces challenges of staff shortage and access to health care. Nonetheless, it should be emphasized that Canada's Medicare is a source of pride, funded by the state and provides universal health care coverage care to all residents of Canada. ; Le but de l'étude. Cet article présente les caractéristiques de la formation et du développement du système de santé canadien et se concentre également sur les caractéristiques et les principes généraux du développement de l'industrie des soins médicaux. Le système de soins de santé canadien fournit un niveau assez élevé de soins médicaux. L'espérance de vie élevée et la faible mortalité infantile en sont la preuve. Les principes d'organisation sociale de la société et du système de soins de santé au Canada ont été créés au cours de la seconde moitié du vingtième siècle. Le système de santé canadien repose sur une base législative solide. Sa formation s'est déroulée en plusieurs étapes: dès la première étape (début des années 40 du XXe siècle), l'octroi de subventions ciblées à des programmes spéciaux de santé et à la construction d'hôpitaux était légalement fixé. Un tel cadre réglementaire a contribué au développement d'un réseau d'hôpitaux dans le pays; lors de la deuxième étape (en 1957), la loi sur l'assurance maladie a été adoptée, qui garantit la répartition fédérale-provinciale des ressources financières pour les soins médicaux. En 1984, le Canada a adopté la Loi sur les soins de santé, qui consacre les principes de base de l'assurance-maladie. Ce système fournit des soins médicaux et des services médicaux gratuits ou presque gratuits à tous les citoyens canadiens. Une telle structure a été mise au point car les soins médicaux relèvent de la compétence des autorités locales et provinciales et non du gouvernement fédéral. La spécificité du sujet prédéfinit une approche intégrée de l'application des méthodes de recherche, notamment: l'analyse structurelle-fonctionnelle, qui comprend l'étude des dépendances fonctionnelles de tous les éléments de l'état social. En adhérant au principe problématique de présentation du matériel, l'auteur a utilisé la méthode institutionnelle, axée sur l'étude des institutions par lesquelles les activités du système de santé sont mises en œuvre. En même temps, des méthodes spéciales telles que statistique, rétrospective et pronostique sont appliquées. Nouveauté scientifique. La dépendance mutuelle de facteurs socio-économiques, démographiques et socio-politiques sur le processus de formation du système de soins de santé canadien est discutée, les causes et les principales étapes de la formation de médicaments gratuits au Canada sont identifiées, ainsi que les avantages et les inconvénients du système de soins de santé canadien moderne. Conclusions. Il est prouvé que le système de santé canadien présente également certains inconvénients, car à l'heure actuelle, la médecine canadienne a cruellement besoin de médecins expérimentés. L'un des principaux problèmes est la longueur des files d'attente dans les établissements médicaux et l'attente prolongée pour pouvoir recevoir des soins médicaux. En même temps, malgré les problèmes décrits, le système de santé canadien appelé Medicare est la fierté du pays, car il est financé par l'État et fournit des soins médicaux pratiquement gratuits à tous les Canadiens. ; Мета дослідження. Дана стаття розкриває особливості формування і розвитку системи охорони здоров'я Канади, а також акцентується увага на характерні риси і загальні принципи побудови сфери медичного обслуговування. Канадська система охорони здоров'я забезпечує досить високий рівень медичного обслуговування і свідченням цьому є висока тривалість життя і низький рівень дитячої смертності. Принципи соціальної організації суспільства і система охорони здоров'я в Канаді сформувалися у другій половині ХХ століття. Система охорони здоров'я Канади має обґрунтовану законодавчу базу, її формування відбувалося в кілька етапів: на першому етапі (початок 40-х років XX ст.) Законодавчо закріплено надання цільових субсидій для спеціальних програм охорони здоров'я і для будівництва лікарняних закладів. Така нормативно-правова база сприяла розвитку мережі лікарняних закладів в країні; на другому етапі (1957 р) був прийнятий Закон про медичне страхування, який закріпив федерально-провінційна розподіл фінансових ресурсів на медичну допомогу. У 1984 р в Канаді був прийнятий Закон про охорону здоров'я, який закріпив основні принципи Medicare. Ця система забезпечує безкоштовне або практично безкоштовне медичне обслуговування і медичні послуги всім громадянам Канади. Така структура була розроблена тому, що медичне обслуговування знаходиться у відомстві місцевих, провінційних властей, а не федерального уряду. Специфікою теми зумовлений комплексний підхід до застосування методів дослідження, серед яких: структурно-функціональний аналіз, який включає вивчення функціональних залежностей всіх елементів соціальної держави. Дотримуючись проблемного принципу викладу матеріалу, автор використовував інституційний метод, орієнтований на вивчення інститутів, через які реалізується діяльність системи охорони здоров'я. У той же час застосовані такі спеціальні методи як статистичний, ретроспективний і прогностичний. Наукова новизна. Аргументовано взаємна обумовленість соціально-економічних, демографічних, суспільно-політичних чинників на процес формування канадської системи медичного обслуговування, визначені причини та основні етапи формування безкоштовної медицини в Канаді, а також відзначено переваги і недоліки сучасної канадської системи охорони здоров'я. Висновки. Доведено, що канадська система охорони здоров'я має також і певні недоліки, адже на сучасному етапі канадська медицина відчуває гостру потребу в досвідчених лікарів, а також однією з основних проблем є великі черги в медичних установах і тривале очікування можливості отримати медичну допомогу. У той же час, незважаючи на окреслені проблеми, канадська система медицини під назвою Medicare є гордістю країни, оскільки фінансується державою і забезпечує практично безкоштовне медичне обслуговування всім громадянам Канади. ; Цель исследования. Данная статья раскрывает особенности формирования и развития системы здравоохранения Канады, а также акцентируется внимание на характерных чертах и общих принципах построения сферы медицинского обслуживания. Канадская система здравоохранения обеспечивает достаточно высокий уровень медицинского обслуживания и свидетельством этому есть высокая продолжительность жизни и низкий уровень детской смертности. Принципы социальной организации общества и система здравоохранения в Канаде сформировались во второй половине ХХ века. Система здравоохранения Канады имеет обоснованную законодательную базу, ее формирование происходило в несколько этапов: на первом этапе (начало 40-х годов XX ст.) законодательно закреплено предоставление целевых субсидий для специальных программ здравоохранения и для строительства больничных заведений. Такая нормативно-правовая база содействовала развитию сети больничных заведений в стране; на втором этапе (в 1957 г.) был принят Закон о медицинском страховании, который закрепил федерально-провинциальное распределение финансовых ресурсов на медицинскую помощь. В 1984 г. в Канаде был принят Закон о здравоохранении, который закрепил основные принципы Medicare. Эта система обеспечивает бесплатное или практически бесплатное медицинское обслуживание и медицинские услуги всем гражданам Канады. Такая структура была разработана потому, что медицинское обслуживание находится в ведомстве местных, провинциальных властей, а не федерального правительства. Спецификой темы предопределен комплексный подход к применению методов исследования, среди которых: структурно-функциональный анализ, который включает изучение функциональных зависимостей всех элементов социального государства. Придерживаясь проблемного принципа изложения материала, автор использовал институционный метод, ориентированный на изучения институтов, через которые реализуется деятельность системы здравоохранения. В то же время применены такие специальные методы как статистический, ретроспективный и прогностический. Научная новизна. Аргументирована взаимная обусловленность социально-экономических, демографических, общественно-политических факторов на процесс формирования канадской системы медицинского обслуживания, определены причины и основные этапы формирования бесплатной медицины в Канаде, а также отмечено преимущества и недостатки современной канадской системы здравоохранения. Выводы. Доказано, что канадская система здравоохранения имеет также и определенные недостатки, ведь на современном этапе канадская медицина испытывает острую потребность в опытных врачах, а также одной из основных проблем есть большие очереди в медицинских учреждениях и длительное ожидание возможности получить медицинскую помощь. В тоже время, невзирая на очерченные проблемы, канадская система медицины под названием Medicare является гордостью страны, поскольку финансируется государством и обеспечивает практически бесплатное медицинское обслуживание всем гражданам Канады.
Aim of investigation. This article describes the origins and key principles for Canada's healthcare system effectiveness. The focus revolves around the general principles of the sphere of medical care; namely, the orderly process of defining health problems, identifying unmet needs and surveying the resources to meet them, establishing priority goals that are realistic and feasible, and projecting administrative action, concerned with the adequacy, efficacy and efficiency of health services in Canada. The author outlines the dominant principle of the Canadian healthcare system; while complying with the international standards, it provides a highlyqualified medical care, furthermore, both high life expectancy and low infant mortality rates testify to this reality. Noteworthy, the bases of social organization and healthcare system in Canada were grounded in late twentieth century. The fact that the Second World War hardly ever devastated both country's economy and the nation testifies to the public health system, being established in quite favorable conditions. In addition, the demography of Canadian population, being quite stable and favorable, prompted the economy to rapidly develop as well as the government political decisionmaking to push to review its existing healthcare law principles and start reforming it, so that the country can respond better to its health and health system challenges. It should be emphasized that the Medical Care Act (1966), which, along with the Hospital and Diagnostic Services Act (1957), established the basis for Canada's universal, publicly financed health insurance system, known as Medicare, effectively enshrined private fee-for-service practice as the dominant mode of practice organization and physician payment in Canada. Canadian Healthcare system establishment fell into several stages: the first stage (in early 40's of the 20th century), the provision of targeted subsidies for special programs of health care and for the construction of hospitals were legally approved, since a growing number of Canadian citizens were able to obtain a level of decent health care through Canadian hospitals. The second step was taken in 1957, the Hospital Insurance and Diagnostic Services Act (HIDS) were passed with all-party approval; it paid approximately half the cost of provincial insurance plans for hospitalbased care, as long as the plans complied with specified national conditions. Medical Care Act of 1966 extended health insurance to cover doctors' services. While the basic principles of Medicare are determined by federal legislation, responsibility for health under the Constitution falls under provincial jurisdiction. Therefore, there are certain variations in the plan from province to province. It is not surprising that the first breakthrough of the legal framework contributed to the development of hospitals network in the country; at the same time, medical care qualitative indicators were complied with the national requirements. The third stage (1968-1979) covered the adoption of the legislative documents that formed the Canadian system of medical insurance for Medicare and established the allocation of funds for hospital and community-based medical care. In 1984, a Health Care Act was adopted in Canada, which consolidated the basic principles of Medicare. Medical care had always been a centerpiece of Canada's welfare state program, since it expected the provincial and territorial governments to be responsible for the management, organization and delivery of health care services for their residents. The specifics of the theme predisposed application of comprehensive approach to the research methodologies, among which there should be mentioned such as: structural-functional analysis, which includes the study of functional dependencies of all elements of the social state. Adhering to the problematic principle of presentation of the material, the author used the institutional method, focused on the study of institutes through which the activities of the health protection system are implemented. At the same time a number of such special methods were used as statistical retrospective and prognostic. Scientific novelty: the mutual precondition of socio-economic, demographic, socio- political factors on the process of formation of the Canadian system of medical services was substantiated , the reasons and the4 main stages of the formation of free medicine in Canada were determined, as well as advantages and disadvantages of the modern Canadian health system. Conclusions An important conclusion of this review is that the Canadian healthcare system also has a spectrum of drawbacks that require bridging the gaps. Currently Canada's healthcare system faces challenges of staff shortage and access to health care. Nonetheless, it should be emphasized that Canada's Medicare is a source of pride, funded by the state and provides universal health care coverage care to all residents of Canada. ; Le but de l'étude. Cet article présente les caractéristiques de la formation et du développement du système de santé canadien et se concentre également sur les caractéristiques et les principes généraux du développement de l'industrie des soins médicaux. Le système de soins de santé canadien fournit un niveau assez élevé de soins médicaux. L'espérance de vie élevée et la faible mortalité infantile en sont la preuve. Les principes d'organisation sociale de la société et du système de soins de santé au Canada ont été créés au cours de la seconde moitié du vingtième siècle. Le système de santé canadien repose sur une base législative solide. Sa formation s'est déroulée en plusieurs étapes: dès la première étape (début des années 40 du XXe siècle), l'octroi de subventions ciblées à des programmes spéciaux de santé et à la construction d'hôpitaux était légalement fixé. Un tel cadre réglementaire a contribué au développement d'un réseau d'hôpitaux dans le pays; lors de la deuxième étape (en 1957), la loi sur l'assurance maladie a été adoptée, qui garantit la répartition fédérale-provinciale des ressources financières pour les soins médicaux. En 1984, le Canada a adopté la Loi sur les soins de santé, qui consacre les principes de base de l'assurance-maladie. Ce système fournit des soins médicaux et des services médicaux gratuits ou presque gratuits à tous les citoyens canadiens. Une telle structure a été mise au point car les soins médicaux relèvent de la compétence des autorités locales et provinciales et non du gouvernement fédéral. La spécificité du sujet prédéfinit une approche intégrée de l'application des méthodes de recherche, notamment: l'analyse structurelle-fonctionnelle, qui comprend l'étude des dépendances fonctionnelles de tous les éléments de l'état social. En adhérant au principe problématique de présentation du matériel, l'auteur a utilisé la méthode institutionnelle, axée sur l'étude des institutions par lesquelles les activités du système de santé sont mises en œuvre. En même temps, des méthodes spéciales telles que statistique, rétrospective et pronostique sont appliquées. Nouveauté scientifique. La dépendance mutuelle de facteurs socio-économiques, démographiques et socio-politiques sur le processus de formation du système de soins de santé canadien est discutée, les causes et les principales étapes de la formation de médicaments gratuits au Canada sont identifiées, ainsi que les avantages et les inconvénients du système de soins de santé canadien moderne. Conclusions. Il est prouvé que le système de santé canadien présente également certains inconvénients, car à l'heure actuelle, la médecine canadienne a cruellement besoin de médecins expérimentés. L'un des principaux problèmes est la longueur des files d'attente dans les établissements médicaux et l'attente prolongée pour pouvoir recevoir des soins médicaux. En même temps, malgré les problèmes décrits, le système de santé canadien appelé Medicare est la fierté du pays, car il est financé par l'État et fournit des soins médicaux pratiquement gratuits à tous les Canadiens. ; Цель исследования. Данная статья раскрывает особенности формирования и развития системы здравоохранения Канады, а также акцентируется внимание на характерных чертах и общих принципах построения сферы медицинского обслуживания. Канадская система здравоохранения обеспечивает достаточно высокий уровень медицинского обслуживания и свидетельством этому есть высокая продолжительность жизни и низкий уровень детской смертности. Принципы социальной организации общества и система здравоохранения в Канаде сформировались во второй половине ХХ века. Система здравоохранения Канады имеет обоснованную законодательную базу, ее формирование происходило в несколько этапов: на первом этапе (начало 40-х годов XX ст.) законодательно закреплено предоставление целевых субсидий для специальных программ здравоохранения и для строительства больничных заведений. Такая нормативно-правовая база содействовала развитию сети больничных заведений в стране; на втором этапе (в 1957 г.) был принят Закон о медицинском страховании, который закрепил федерально-провинциальное распределение финансовых ресурсов на медицинскую помощь. В 1984 г. в Канаде был принят Закон о здравоохранении, который закрепил основные принципы Medicare. Эта система обеспечивает бесплатное или практически бесплатное медицинское обслуживание и медицинские услуги всем гражданам Канады. Такая структура была разработана потому, что медицинское обслуживание находится в ведомстве местных, провинциальных властей, а не федерального правительства. Спецификой темы предопределен комплексный подход к применению методов исследования, среди которых: структурно-функциональный анализ, который включает изучение функциональных зависимостей всех элементов социального государства. Придерживаясь проблемного принципа изложения материала, автор использовал институционный метод, ориентированный на изучения институтов, через которые реализуется деятельность системы здравоохранения. В то же время применены такие специальные методы как статистический, ретроспективный и прогностический. Научная новизна. Аргументирована взаимная обусловленность социально-экономических, демографических, общественно-политических факторов на процесс формирования канадской системы медицинского обслуживания, определены причины и основные этапы формирования бесплатной медицины в Канаде, а также отмечено преимущества и недостатки современной канадской системы здравоохранения. Выводы. Доказано, что канадская система здравоохранения имеет также и определенные недостатки, ведь на современном этапе канадская медицина испытывает острую потребность в опытных врачах, а также одной из основных проблем есть большие очереди в медицинских учреждениях и длительное ожидание возможности получить медицинскую помощь. В тоже время, невзирая на очерченные проблемы, канадская система медицины под названием Medicare является гордостью страны, поскольку финансируется государством и обеспечивает практически бесплатное медицинское обслуживание всем гражданам Канады. ; Мета дослідження. Дана стаття розкриває особливості формування і розвитку системи охорони здоров'я Канади, а також акцентується увага на характерні риси і загальні принципи побудови сфери медичного обслуговування. Канадська система охорони здоров'я забезпечує досить високий рівень медичного обслуговування і свідченням цьому є висока тривалість життя і низький рівень дитячої смертності. Принципи соціальної організації суспільства і система охорони здоров'я в Канаді сформувалися у другій половині ХХ століття. Система охорони здоров'я Канади має обґрунтовану законодавчу базу, її формування відбувалося в кілька етапів: на першому етапі (початок 40-х років XX ст.) Законодавчо закріплено надання цільових субсидій для спеціальних програм охорони здоров'я і для будівництва лікарняних закладів. Така нормативно-правова база сприяла розвитку мережі лікарняних закладів в країні; на другому етапі (1957 р) був прийнятий Закон про медичне страхування, який закріпив федерально-провінційна розподіл фінансових ресурсів на медичну допомогу. У 1984 р в Канаді був прийнятий Закон про охорону здоров'я, який закріпив основні принципи Medicare. Ця система забезпечує безкоштовне або практично безкоштовне медичне обслуговування і медичні послуги всім громадянам Канади. Така структура була розроблена тому, що медичне обслуговування знаходиться у відомстві місцевих, провінційних властей, а не федерального уряду. Специфікою теми зумовлений комплексний підхід до застосування методів дослідження, серед яких: структурно-функціональний аналіз, який включає вивчення функціональних залежностей всіх елементів соціальної держави. Дотримуючись проблемного принципу викладу матеріалу, автор використовував інституційний метод, орієнтований на вивчення інститутів, через які реалізується діяльність системи охорони здоров'я. У той же час застосовані такі спеціальні методи як статистичний, ретроспективний і прогностичний. Наукова новизна. Аргументовано взаємна обумовленість соціально-економічних, демографічних, суспільно-політичних чинників на процес формування канадської системи медичного обслуговування, визначені причини та основні етапи формування безкоштовної медицини в Канаді, а також відзначено переваги і недоліки сучасної канадської системи охорони здоров'я. Висновки. Доведено, що канадська система охорони здоров'я має також і певні недоліки, адже на сучасному етапі канадська медицина відчуває гостру потребу в досвідчених лікарів, а також однією з основних проблем є великі черги в медичних установах і тривале очікування можливості отримати медичну допомогу. У той же час, незважаючи на окреслені проблеми, канадська система медицини під назвою Medicare є гордістю країни, оскільки фінансується державою і забезпечує практично безкоштовне медичне обслуговування всім громадянам Канади.
Author's introductionThe media landscape has changed dramatically in recent decades, from one predominated by traditional mass communication formats to today's more personalized communications environment. Mobile telephony plays a central role in this transition, with adoption rates that surpass even those of the Internet. This article attempts to situate the role of mobile communication technology in the changing media environment by examining key areas of social change associated with its widespread diffusion and use. These areas include symbolic meaning of technology, new forms of coordination and social networking, personalization of public spaces, and the mobile youth culture. Drawing from these areas of change, we advance the argument that mobile telephony is iconic of a larger socio‐technological shift toward a new 'personal communication society.'Author recommendsRheingold, Howard 2002. Smart Mobs: The Next Social Revolution. Cambridge, MA: Basic Books.From Tokyo to Helsinki, Manhattan to Manila, Howard Rheingold takes us on a journey around the world for a preview of the next techno‐cultural shift – a shift he predicts will be as dramatic as the widespread adoption of the PC in the 1980s and the Internet in the 1990s. The coming wave, says Rheingold, is the result of super‐efficient mobile communications – cellular phones, personal digital assistants, and wireless‐paging and Internet‐access devices that will allow us to connect with anyone, anywhere, anytime. From the amusing ('Lovegetty' devices in Japan that light up when a person with the right date‐potential characteristics appears in the vicinity) to the extraordinary (the overthrow of a repressive regime in the Philippines by political activists who mobilized by forwarding text messages via cell phones), Rheingold gives examples of the fundamentally new ways in which people are already engaging in group or collective action. He also considers the dark side of this phenomenon, such as the coordination of terrorist cells, threats to privacy, and the ability to incite violent behavior. Applying insights from sociology, artificial intelligence, engineering, and anthropology, Rheingold offers a penetrating perspective on the brave new convergence of pop culture, cutting‐edge technology, and social activism. At the same time, he reminds us that, as with other technological revolutions, the real impact of mobile communications will come not from the technology itself but from how people use it, resist it, adapt to it, and ultimately use it to transform themselves, their communities, and their institutions.Katz, James E. and Mark A. Aakhus (eds.) 2002. Perpetual Contact: Mobile Communication, Private Talk, Public Performance. Cambridge, UK: Cambridge University Press.This edited volume contains a landmark collection of chapters from researchers all over the world. The book offers a multi‐national perspective on some of the key themes that were identified at the outset of the emergent new field of mobile communication studies, ranging from the private sphere of interpersonal relations to the public performance of social groups and structures. In their conclusion, the editors advance the theoretical orientation of Apparatgeist (translation: 'spirit of the machine') to explain cross‐cultural consistencies in how people conceptualize and use personal communication technologies such as the mobile phone.Ling, Rich 2004. The Mobile Connection: The Cell Phone's Impact on Society. San Francisco, CA: Morgan Kaufmann.This book, based on worldwide research involving tens of thousands of interviews and contextual observations, looks into the impact of the mobile communication on our daily lives. Areas of impact include accessibility, safety and security, coordination of social and business activities, use of public places, and the social emancipation of youth.Ito, Mizuko, Daisuke Okabe, and Misa Matsuda (eds.) 2005. Personal, Portable, Pedestrian: Mobile Phones in Japanese Life. Cambridge, MA: MIT Press.This edited volume explores how Japan's enthusiastic engagement with mobile technology has become part of its trendsetting popular culture. The chapters document the emergence, incorporation, and domestication of mobile communications in a wide range of social practices and institutions. The book first considers the social, cultural, and historical context of keitai (i.e., mobile phone) development in Japan, including its beginnings in youth pager use in the early 1990s. It then discusses the virtually seamless integration of keitai use into everyday life, contrasting it to the more escapist character of Internet use on the PC. Other essays suggest that the use of mobile communication reinforces ties between close friends and family, producing 'tele‐cocooning' by tight‐knit social groups. The book also discusses mobile phone manners and examines keitai use by copier technicians, multitasking housewives, and school children.Castells, Manuel, Mireia Fernandez‐Ardevol, Jack Linchuan Qiu and Araba Sey 2007. Mobile Communication and Society: A Global Perspective. Cambridge, MA: MIT Press.This book looks at how the possibility of multimodal communication from anywhere to anywhere at any time affects everyday life at home, at work, and at school, and raises broader concerns about politics and culture both global and local. Drawing on data gathered from around the world, the authors explore who has access to wireless technology, and why, and analyze the patterns of social differentiation seen in unequal access. They explore the social effects of wireless communication – what it means for family life, for example, when everyone is constantly in touch, or for the idea of an office when workers can work anywhere. The authors consider the rise of a mobile youth culture based on peer‐to‐peer networks, with its own language of texting, and its own values. They examine the phenomenon of flash mobs, and the possible political implications. And they look at the relationship between communication and development and the possibility that developing countries could 'leapfrog' directly to wireless and satellite technology. Drawing from a global body of research, the book helps answer the key questions about our transformation into a 'mobile network society'.Ling, Rich 2008. New Tech, New Ties: How Mobile Communication Reshapes Social Cohesion. Cambridge, MA: MIT Press.In New Tech, New Ties, Rich Ling examines how the mobile telephone affects both mobile‐mediated and face to face interactions. Ling finds that through the use of various social rituals the mobile telephone strengthens social ties within the circle of friends and family – sometimes at the expense of interaction with those who are physically present – and creates what he calls 'bounded solidarity'. Ling argues that mobile communication helps to engender and develop social cohesion within the family and the peer group. Drawing on the work of Emile Durkheim, Erving Goffman, and Randall Collins, Ling shows that ritual interaction is a catalyst for the development of social bonding. From this perspective, he examines how mobile communication affects face‐to‐face ritual situations and how ritual is used in interaction mediated by mobile communication. He looks at the evidence, including interviews and observations from around the world, which documents the effect of mobile communication on social bonding and also examines some of the other possibly problematic issues raised by tighter social cohesion in small groups.Katz, James E. (ed.) 2008. Handbook of Mobile Communication Studies. Cambridge, MA: MIT Press.This edited volume offers a comprehensive view of the cultural, family, and interpersonal consequences of mobile communication across the globe. Leading scholars analyze the effect of mobile communication on all parts of life, from the relationship between literacy and the textual features of mobile phones to the use of ringtones as a form of social exchange, from the 'aspirational consumption' of middle class families in India to the belief in parts of Africa and Asia that mobile phones can communicate with the dead. The contributors explore the ways mobile communication profoundly affects the tempo, structure, and process of daily life around the world. They discuss the impact of mobile communication on social networks, other communication strategies, traditional forms of social organization, and political activities. They consider how quickly miraculous technologies come to seem ordinary and even necessary – and how ordinary technology comes to seem mysterious and even miraculous. The chapters cut across social issues and geographical regions; they highlight use by the elite and the masses, utilitarian and expressive functions, and political and operational consequences. Taken together, the chapters demonstrate how mobile communication has affected the quality of life in both exotic and humdrum settings, and how it increasingly occupies center stage in people's lives around the world.Ling, Rich and Scott W. Campbell (eds.) Forthcoming in Fall/Winter 2008. The Reconstruction of Space and Time: Mobile Communication Practices. New Brunswick, NJ: Transaction Publishers.Mobile communication enables us to call specific individuals, not general places. This advancement had changed, and continues to change, human interaction. It also alters the ways people experience both space and time. This edited volume explores these changes through a collection of studies from some of the top mobile communication researchers from around the world. Collectively, the contributions highlight nuanced changes in coordination and cohesion across space and time, the ways people manage mobile communication and mobility in new spatio‐temporal realms, and how individuals relate to their co‐present surroundings while using mobile communication technology.Online materials Resource Center for Mobile Communication Studies http://www.scils.rutgers.edu/ci/cmcs/ The Center for Mobile Communication Studies is the world's first academic unit to focus solely on social aspects of mobile communication. Established in June 2004 at Rutgers University's School of Communication, Information and Library Studies, the Center has become an international focal point for research, teaching, and service on the social, psychological, and organizational consequences of the burgeoning mobile communication revolution. International Journal of Mobile Communication Studies https://www.inderscience.com/browse/index.php?journalID=40 The International Journal of Mobile Communication (IJMC), a fully refereed journal, publishes articles that present current practice and theory of mobile communications, mobile technology, and mobile commerce applications. The objectives of the IJMC are to develop, promote, and coordinate the development and practice of mobile communications. The IJMC aims to help professionals working in the field, academic educators, and policy makers to contribute, to disseminate knowledge, and to learn from each other's work. The international dimension is emphasised in order to overcome cultural and national barriers and to meet the needs of accelerating technological change and changes in the global economy. IJMC is an outstanding outlet that can shape a significant body of research in the field of mobile communications and in which results can be shared across institutions, governments, researchers, and students, and also industry. Wi: The Journal of Mobile Media http://wi‐not.ca/ Wi publishes the latest in Canadian mobilities research, encompassing disciplines such as design, engineering, computer science, communications, and media studies. MobileActive.org http://mobileactive.org/ MobileActive.org is an all‐volunteer community of people and organizations using mobile phones for social impact. They are committed to increasing the effectiveness of NGOs around the world who recognize that the 3.5 billion mobile phones provide unprecedented opportunities for organizing, communications, and service and information delivery. They work together to create the resources NGOs need to effectively use mobile phones in their work: locally relevant content and services, support and learning opportunities, and networks that help MobileActives connect to each other. With these things on hand, tens of thousands of NGOs will be in a better position to enrich and serve their communities. The MobileActive.org community includes grassroots activists, NGO staff, intermediary organizations, content and service providers, and organizations who fund mobile technology projects. Mobile Society http://www.mobilesociety.net/ Mobile Society is an academic research website focusing on social aspects of the mobile phone. The site includes links and information about news, events, publications, and other related sites pertaining to the social consequences of mobile communication. SmartMobs: The Next Social Revolution http://www.smartmobs.com/ A Website and Weblog about topics and issues discussed in the book 'Smart Mobs' by Howard Rheingold.Select sample syllabus topics and readings for course on 'the social consequences of mobile communication' History and adoption of the mobile phone
Ling, Rich. 2004. 'The Mobile Connection' Chapter 1: Introduction. Castells et al. 2007. 'Mobile Communication and Society' Chapter 1: The Diffusion of Wireless Communication in the World.
Theoretical perspectives on the relationship between technology and society: Part 1, social and technological determinism
Ling, Rich. 2004. 'The Mobile Connection' Chapter 2: Making Sense of Mobile Telephone Adoption. Campbell, Scott W. and Tracy C. Russo 2003. The Social Construction of Mobile Telephony. Communication Monographs 70: 317–34.
Theoretical perspectives on the relationship between technology and society: Part 2, the 'network' perspective
Castells, Manuel. 2000. 'The Rise of Network Society' Opening Chapter: The Network is the Message. Castells et al. 2007. 'Mobile Communication and Society' Chapter 5: The Space of Flows, Timeless Time, and Mobile Networks.
Mobile communication in everyday life: Part 1, safety and security
Ling, Rich. 2004. 'The Mobile Connection' Chapter 3: Safety and Security.
Mobile communication in everyday life: Part 2: new forms of coordination
Ling, Rich. 2004. 'The Mobile Connection' Chapter 4: The Coordination of Everyday Life.
Mobile communication in everyday life: Part 3: new social networking practices
Ling, Rich and Birgitte Yttri. 2002. 'Hyper‐coordination via Mobile Phones in Norway' in Katz & Aakhus (eds.) Perpetual Contact. Licoppe, Christian. 2003. 'Two Modes of Maintaining Interpersonal Relations through Telephone: From the Domestic to the Mobile Phone' in J. Katz (ed.) Machines that Become Us. Campbell, Scott. W. and Michael Kelley. 2006. Mobile phone use in AA networks: An exploratory study. Journal of Applied Communication Research 34: 191–208.
Apparatgeist: 'Spirit of the machine' and the fashion and function of the mobile phone
Katz, James E. and Mark Aakhus. 2002. 'Conclusion: Making meaning of mobiles – a theory of Apparatgeist' in Katz & Aakhus (eds.) Perpetual Contact. Campbell, Scott W. 2008. 'Mobile Technology and the Body: Apparatgeist, Fashion and Function' in J. Katz (eds.) Handbook of Mobile Communication.
SMS and the language of wireless communication
Ling, Rich. 2004. 'The Mobile Connection' Chapter 7: Texting and the Growth of Asynchronous Discourse. Castells et al. 2007. 'Mobile Communication and Society, Chapter 6: The Language of Wireless Communication.
Use of mobile technology in public settings
Ling, Rich. 2004. 'The Mobile Connection' Chapter 6: The Intrusive Nature of Mobile Technology. Okabe, Daisuke and Ito, Mizuko. 2005. 'Keitai in public transportation' in Ito, Okabe, & Matsuda (eds.) Personal, Portable, Pedestrian. Ito, Mizuko, Daisuke Okabe and Ken Anderson 2008. 'Portable Objects in Three Global Cities: The Personalization of Urban Places' in Ling & Campbell (eds.) Reconstruction of Space and Time: Mobile Communication Practices. Campbell, Scott W. 2006. Perceptions of mobile phones in college classrooms: Ringing, cheating, and classroom policies. Communication Education 55: 280–294.
M 10/22 Use of the technology around co‐present others and the challenge of 'absent presence'
Cumiskey, Kathleen. 2007. 'Hidden meanings: Understanding the social‐psychological impact of mobile phone use through storytelling' in Goggin & Hjorth (eds.) Mobile Media Proceedings. Gergen, Kenneth. 2002. 'The challenge of absent presence' in Katz & Aakhus (eds.) Perpetual Contact.
The mobile youth culture
Ling, Rich. 2004. 'The Mobile Connection' Chapter 5: The Mobile Telephone and Teens. Castells et al. 2007. 'Mobile Communication and Society' Chapter 4: The Mobile Youth Culture.
Mobile communication in the socio‐political sphere
Castells et al. 2007. 'Mobile Communication and Society Chapter 7: The Mobile Civil Society: Social Movements, Political Power, and Communication Networks. Rheingold, Howard. 2002. 'Smart Mobs' Chapter 7: Smart Mobs – The Power of the Mobile Many. Campbell, Scott W. and Nojin Kwak. 2008, May. Mobile communication and the public sphere: Linking patterns of use to civic and political engagement. Paper presented at the ICA pre‐conference, The Global and Globalizing Dimensions of Mobile Communication: Developing or Developed?, Montreal.
W 11/7 Mobile communication in the developing world
Castells et al. 2007. 'Mobile Communication and Society' Chapter 8: Wireless Communication and Global Development: New Issues, New Strategies. Donner, Jonathan. 2008. Research approaches to mobile use in the developing world: A review of the literature. The Information Society 24: 140–159. Donner, Jonathan. 2008. The rules of beeping: Exchanging messages via intentional 'missed calls' on mobile phones. Journal of Computer‐Mediated Communication, 13(1). Available: http://jcmc.indiana.edu/vol13/issue1/donner.html.
M 11/12 Mobile communication and work
Andriessen, Erick and Mattai Vartianen. 2006. Emerging Mobile Virtual Work in Andriessen & Vartianen (eds.) Mobile Virtual Work: A New Paradigm? Perry, Mark and Jackie Brodie. 2006. Virtually Connected, Practically Mobile in Andriessen & Vartianen (eds.) Mobile Virtual Work: A New Paradigm? Chesley, Noelle. 2005. Blurring boundaries? Linking technology use, spillover, individual distress, and family satisfaction. Journal of Marriage and Family 67: 1237–1248.
OptionalFocus questions
To what extent does mobile communication lead to changes in family dynamics? On the one hand, mobile communication empowers youth to carry out their social relations 'under the radar' of parental supervision. In the 'old days', kids had to share a domestic landline phone and had less privacy, or had to shut themselves up in their room when on the phone to get privacy. The mobile phone is anytime/anywhere and it a personal object (not shared), so users have much more control over their private relations. Text messaging is an especially effective way of having private communication. Because of all this, young people have more autonomy to live out their social lives as they see fit. On the other hand, the mobile phone also gives parents more control by being able to better keep tabs on their kids and their kids' whereabouts. In some respects, it can actually be considered as an 'umbilical cord' keeping kids accountable to their parents. This is an interesting dichotomy for discussion. To what extent and how does the mobile phone support 'perpetual contact' among social ties? There seems to be a continual flow of communication now, which some refer to as 'perpetual contact'. Follow‐up questions could be: how is this a good thing? Are there negative aspects of perpetual contact? How is the mobile phone used for boundary management (i.e., demarcating in‐group members from out‐group members)? This can be seen in names kept in contact lists, who people text with, whose calls they screen, and even the style or brand of a phone ... some groups of friends get the same types of phones. What are the effects of taking/placing a phone call when interacting with physically co‐present others? What are norms for doing this? How can people mitigate the intrusion? On a related note to the questions above ... to what extent does the mobile phone lead to 'absent presence?' The notion of absent presence refers to being physically present, but socially absent. To what extent is this problematic? To what extent might mobile communication lead to 'tele‐cocooning?' Some are concerned that people are getting so wrapped up in their tight little social networks now, that they are less engaged with others who are weak social ties. If this is true, then it begs the question about whether there are benefits to having weak social ties. Most feel there are benefits, like being exposed to a diversity of perspectives and ideas. With regard to the changing media landscape, where else do we see increased 'personalization' in our uses of traditional mass media? In this sense, 'personalization' can refer to personalized content, interactivity, control, etc.
Research project idea (note this approach can be taken with any of the topics recommended above)Description of the paperMobile communication technology has become a common artifact in public settings, offering a means for social connection for its users and unsolicited melodies, chirps, and half conversations for co‐present others. Because social norms for behavior around others often conflict with those for phone conversations, mobile communication can present as many challenges as it does opportunities for maintaining social order. In class, we will discuss numerous perspectives on this topic, such as absent presence, symbolic fences, front stage‐back‐stage dynamics, and cocooning through mobile media. The purpose of this paper is to conduct an original investigation of the use of mobile communication technology around others. Each student will select a particular aspect of this phenomenon to explore in depth by collecting data first‐hand, analyzing those data, and drawing conclusions to shed new light on this topic. Students may choose to examine mobile communication in a particular setting, compare mobile communication in different social contexts or across different users, examine or compare the use of certain types of mobile technologies, observe reactions of and effects on non‐users of the technology, or select some other such 'angle' for the project that sheds light on this topic.Paper guidelinesYour paper should contain the following sections: (1) An introduction that justifies the importance of your topic and provides a clear explanation of the purpose of the paper, (2) a review of relevant literature/theory/key concepts to frame your particular project followed by specific research questions, (3) a method section explaining how you collected data (observation, interviews, questionnaires, and/or otherwise) and how you analyzed your data, and (4) a discussion section that develops conclusions based on the findings. Each paper should have at least 10 scholarly citations, of which at least half should come from readings other than those assigned for class. Use American Psychological Association (5th edition) to format citations and reference list. Papers should be about 10 pages in length, double‐spaced. In addition to meeting these guidelines, the writing should be clearly organized within each section and (of course) well‐written. Students will present their papers in class at the end of the semester.
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Since this is a post about class, family, and returnsI thought that I would illustrate it with pictures illustratingthe fact that I now live in the same neighborhood my mother lived in, but the neighborhood has changed except this old fishing/gun store I have often considered teaching to be a kind of translation and not just because much of the history of philosophy is written in different languages. Part of what one does in teaching is try to take the questions and concerns of a different time and figure out some way to bridge that gap, while at the same time being faithful to its original sense and meaning (just like translation). These thoughts occurred to me again when I decided to teach Didier Eribon's Returning to Reims.I first heard about Eribon's book when I read Chantal Jaquet's Les Transclasses, and was happy to learn that it was translated by Semiotext(e). After reading it I gave a copy to my father, and he loved it; as a first generation college student from a small mill town in Maine he could really relate to it. It was for that reason that I was excited to teach it in my seminar on Race, Class, and Gender. Many of the University of Southern Maine's students are first generation and higher education in part justifies itself by its ability to supposedly transform class belonging, so it seemed worthwhile to teach the book.With the first discussion it became immediately clear how much work would need to be done to translate the book to a different time and place. Eribon's trajectory, in which the transformation of his class position was made both possible and desirable by a transformation of his cultural coordinates, a transformation made possible by reading Proust, Sartre, and Marx. Such a trajectory seemed difficult to understand in the American context where class was not only disconnected from such cultural markers, but actively repudiated them. This might be what it means to be transclass in the post-bourgeois age, there is no longer a reading list, the accumulation of capital has become divorced from cultural capital. As one student put it, her uncles had all changed their financial situation, but rather than cast off the culture that they grew up with they had made that transformation maintaining their connection with NASCAR and pick-up trucks. However, it is possible to make these awkward elements of translation the basis for an engagement rather than a rejection of Eribon's book. It is through the difficulties of translation that it becomes possible to rethink the nature of class and its relation to individual and national identity. It is possible to delineate three levels of class in Eribon's analysis. The first is the one that describes one's position in the economic system. As Eribon writes, "In my case, I can say that I have always deeply had the feeling of belonging to a class, which does not mean that the class that I belonged to was conscious of itself as such. One can have the sense of belonging to a class without the class being aware of itself as such or being "a clearly defined group." This could be called the class in itself, if one wanted to use that language. It is the aspect of class that is written on the body, on the exhaustion of work and the effects of poverty. In contrast to this is Eribon's memories of what class meant for his family when they were members of the communist party. As Eribon writes describing this dimension of class for itself, or for itself through the party, "You became a political subject by putting yourself into the hands of the party spokespersons, through whom the workers, the 'working class,' came to exist as an organized group, as a class that was aware of itself as such." In between these two there is what could be called the class of itself, the way that class constitutes not just an economic position or a political subject, but a way of life or a habitus of a sort. As Eribon writes of these divisions of class, "These boundaries that divide these worlds help define within each of them radically different ways of perceiving what it is possible to be or become, of perceiving what it is possible to aspire to or not." This is class as it was lived in terms of the things one does and does not do, in terms of tastes, habits, and dress. Eribon's story is one of both his own personal transformation, his own non-reproduction, to use Jaquet's term in which the son of a factory worker becomes a journalist and then a famous academic. It is also a story of the larger disarticulation of class composition, of how the working class in the economic sense, shifted from being a class organized by and through the communist party, to a bastion of nationalist and racist sentiment. This disarticulation has two aspects, first there is the transformation of the communist and socialist parties after 1981. As Eribon writes,What actually occurred was a general and quite thoroughgoing metamorphosis of the ethos of the party as well as of its intellectual references. Gone was any talk of exploitation and resistance, replaced by talk of "necessary modernization" and of "radical social reform"; gone the references to relations between classes, replaced by talk of a "life in common": gone any mention of unequal social opportunities replaced by an emphasis on individual responsibility. At the same time that the party moved away from the class struggle, the terms of that struggle where changing for the workers, defined less in terms of revolution and more in terms of the hopes and dreams of a consumer society. The rhetoric of class struggle, of nothing to lose but chains, begins to sound hollow to a class that aspires to buy a car or a vacation. As Eribon writes, But what is the point of a political story that doesn't take into account what people are really like as it interprets their lives, a story whose result is that one ends up blaming the individuals in question for not conforming to the fiction one has constructed? It is clearly a story that needs to be rewritten in order to make it less unified and less simple, to build in more complexity and more contradictions. And to reintroduce historical time. The working class changes. It doesn't stay identical to itself. And clearly the working class of the 1960s and 1970s was no longer the same as that of the 1930s or the 1950s. The same position in the social field does not correspond to exactly the same realities, nor to the same aspirations.This disarticulation, the party moving away from class struggle, and the working class defining its struggle differently made possible a new articulation, not in terms of class but of nation. As Eribon writes,Whose fault if the meaning of a "we" sustained or reconstituted in this way undergoes a transformation such that it comes to mean the "French" as opposed to "foreigners," whereas it had used to mean "workers" as opposed to the "bourgeoisie"? Or, to put it more precisely, whose fault is it if the opposition between "worker" and "bourgeois," even if it continues to exist in the form of an opposition between the "have nots" and the "haves" (which is not exactly the same opposition—it carries different political consequences), takes on a national and racial dimension, with the "haves" being perceived as favorably inclined to immigration and the "have nots" as suffering on a daily basis because of this same immigration, one that is held to be responsible for all their difficulties?This story, which I have given here in terms of just a few key moments, is one of the disarticulation of class and revolution, class and party, and the rearticulation of class and reaction, class and nation. As we discussed in class, this story, the story of the disarticulation of the workers' party and the aspiration of workers' cannot be simply transposed onto the US, even if the ending is the same in terms of the similarity of the National Front and MAGA parties. It would be a massive mistranslation to simply replace the Communist Party with the Democratic Party. There is a much longer story to be told about the disarticulation and the disarray of class and party in the US, and it is told in W.E.B. Du Bois' Black Reconstruction and Mike Davis' Prisoners of the American Dream. (So basically if you want the TL:DR version it is the wages of whiteness and Ronald Reagan). However, it might be possible to use Eribon's categories to make a different disarticulation or rearticulation, not that of the class in itself becoming another for itself, the for itself of the French, of the nation, but the way in which what could be called the class of itself, the habitus of class, the taste, habits and customs have shifted from one class to another. The lack of an articulation between economic position of class and political party has made way for a different articulation in which class is defined in terms of the cultural signifiers of guns, trucks, and Carhart. It is a brand and not a politics. This is the way in which our modern politicians appear to be "of the people" in Machiavelli's sense. This in part accounts for the bizarro world version of class in the US.This difficulty in translation, the impossibility of neatly mapping Eribon's French story onto an American one made for interesting discussions, but I wonder if we were talking about something that went beyond the classroom. The devaluation of a certain kind of symbolic capital, that one no longer has to read a certain set of books or listen to the right kind of music, is part of the story of the decline of the university, or at least the humanities. The university, at least a state university, is no longer the same institution of transclass transformation. I think that things might be different at elite private colleges, but even there it is more about who one knows than what one knows, connections rather than cultural capital. At small state colleges people still seek to change their class status, but do so through trying to figure out how to accumulate capital in its more material and less symbolic form, they major in business or finance. Where does this leave Eribon's own story of transclass transformation, his desire to become someone different, to leave Reims, to leave a culture dominated by sports, restricted gender roles, and fishing, to go to Paris, to a culture dominated by books and ideas, where it is possible to become someone else, something else? I still think people come to the university to do that, to transform themselves, and become something different, but that transformation has been disarticulated from class transformation.
The thesis is focused on solving an important theoretical and applied problem of substantiating theoretical and methodological grounds for the international economic policy through identifying the patterns and novel forms of protectionism, and substantiating the integral scientific concept of neo-protectionism. The objective of the thesis is to develop theoretical and methodological grounds of protectionism, and to create, on this basis, an integral scientific concept of neo-protectionism in the international economic policy in the context of liberalizing global economic relations, to formulate an integrative conceptual approach to the application of neoprotectionism in the economic development policy of Ukraine.The interdisciplinary multi-criteria approach to defining protectionism from the perspective of ideology, idea, policy and practice is proposed, which allowed for investigating the transformation of its manifestation forms in the process of evolutionary development of the international economic relations. The international economic policy was studied as an unbroken continuum of the economic and political practice of the states by methodological tools of the international political economy. It is found that from the international political economy perspective a choice between protectionism and free trade as the principles for implementation of the economic policy of the state is conditional on the pattern of global economic processes with their immanent contradictions, the specifics of regionalization and integration processes, and the global economy tendencies. The choice between the government's commitment to the policy of minimizing costs and maximizing benefits, and the character of its participation in the international economic cooperation is determined by the pattern of international trade and international movement of production factors, on the one hand, and determine it, on the other hand. It is demonstrated that the choice of protectionist policy, as follows from the international political economy discourse, is conditional on: operation of public and non-public economic entities; effects from the implementation of national economic policies; the coordinating equilibrium between national, regional, interstate and global level of decision making; the existing mechanisms for global control of international economic interests.Interpretation of the international economic policy by the methodological tools of the international political economy allowed to identify the endogenous character of the external economic policy (recognizing thereby the protectionism as a policy that can be potentially demanded by the public (represented by voters), business people (represented by lobbying groups), government (which implements economic interests of the nation), and to reveal the variety of entities involved in the international economic relations, which have exogenous impact on the policy implemented by national governments (by signing trade agreements), limiting thereby the conditions for the protectionist policy implementation.Theoretical modeling of protectionist intentions in the international economic cooperation on the basis of the interdisciplinary economic-political approach laid grounds for rethinking the conclusions made by the classical and neo-classical theories of trade and the theory of correlation of production factors about the unconditional impact of the free trade principle on the population's welfare as a derivative from the function of consumption. The analysis of two groups of protectionism theories – the ones based on studies of the structure of protectionism within the countries, and the ones investigating the level of protectionism between countries in time – demonstrated that the voters' welfare or the so called "win of the majority" are the determinants of protectionist initiatives. The factors underlying the voters' demand for protectionism are highlighted: welfare measured by economic as well as social and ecological effects; social solidarity; social protection; commitment to social values; commitment to national identity; adherence to ideological principles of the policy of economic nationalism; mitigation of effects from the information asymmetry of rational voters. The pressure by lobbying groups on the choice of the principle underlying government's implementation of the external trade policy is explained by: phase of business cycle; hysteresis effects in the economy; the level of competitiveness in export-oriented sectors; the extent of import dependence in the economy; distributive and allocation effects of the economic activities.The author's concept of neo-protectionism in the international economic policy is substantiated, which is defined as a complex hierarchical set of principles, rules and instruments of protective, stimulating, discriminative and restrictive nature, implemented at mega-, meta-, macro- and mesolevel of the international economic policy. A multilevel typology of neo-protectionism is proposed, based on specific features: the level of international economic policy, generating entities, manifestation environment, instruments for the international economic policy with indirect impact. It was used to identify its essential characteristics in all the forms of manifestation of the international economic relations; to define the functions of neo-protectionism by its type (ideological, institutional, integrative, conjuncture-formative, factor-based, infrastructural, monetary, currency-based, financial, debt-based, fiscal) and sub-types (ecological, migrational, sectoral, based on primary commodities, resource-based, energy-based, technological, innovative, informational, digital, investment-based). This allowed to identify the purpose for applications of neo-protectionism at mega-, meta-, macro- and mesolevel of the international economic policy, and to visualize the degree of its functional and structural complexity and dimensionality as a phenomenon and a process, which realization varies depending on the entities applying it, the objects for which it is applying, its coverage and objectives.A theoretical and methodological approach for macro- and meta-level assessment of the international economic policy based on neo-protectionist instruments is developed. Its application enabled for outlining and describing the policy of economic nationalism (which motivation basis is formed by domination, expansion, domestic extended reproduction by creating new comparative advantages), and the policy of economic patriotism (which motivation basis is formed by rehabilitation of economic growth, curbing of the expansionary potentials of partner countries, creating new comparative advantages and achieving sustainable development), with distinguishing its sub-types: supranational, local, liberal, and conservative. The distinctive features of neo-mercantilist policy are defined, and the ways of its implementation are revealed. It is shown that the neo-mercantilist policy generates anti-competitive market distortions affecting not only foreign producers, but domestic ones as well, considering the scales of the latter involvement in global value added chains, and causes market imbalances resulting from the unfair competition. Theoretical and methodological grounds for studies of the international economic policy are improved, which is based on the principles of stability, hierarchy, adaptability, complementarity, subsidiarity, and balance, by including legitimation as a novel principle of the international economic policy implementation, which involves a combination of regulatory, de-regulatory and re-regulatory mechanisms of impact on the international economic relations, and results in the implementation of the institutional norms and rules that directly or indirectly ignore/deny/distort the agreements that exist at international/regional level, lead to anti-competitive market distortions, trade and investment imbalances, and open up opportunities for gaining new comparative advantages. Self-legitimation is defined as an attributive characteristic of the entities involved in the international economic policy at mega-, meta- and macrolevel, which enables for implementation of the neoprotectionist policy.The thesis substantiates multiple combinations in implementation of neoprotectionism through multidirectional manifestations of deregulation-regulation, integration-disintegration, coordination-de-coordination, expansion-fragmentation, balancing-unbalancing, stimulation-restriction, protection-discrimination, and the reasonability of neo-protectionist measures in the economic development policy of Ukraine.The structural components of the global economy as an environment for neoprotectionist manifestations are revealed: production and investment activities, research and development, international monetary relations. The functions of neoprotectionism within the international economic system are revealed: allocative (sectoral neo-protectionism; infrastructural neo-protectionism; factor-based neoprotectionism; integrative neo-protectionism; financial neo-protectionism; investment-based neo-protectionism); distributive (institutional neo-protectionism; fiscal neoprotectionism; financial neo-protectionism; investment-based neo-protectionism); stabilizing (monetary neo-protectionism; currency-based neo-protectionism; debtbased neo-protectionism; financial neo-protectionism; investment-based neoprotectionism). The instruments for the international economic policy with indirect impact, enabling for the implementation of neo-protectionism, are outlined as follows: fiscal, monetary and currency policies.Modeling of clustering processes in the Ukrainian economy by use of Boston matrix and Leontiev model enabled to identify four productive clusters: innovation (manufacturing of computers, electronic and optical devices; telecommunications; computer software design, consulting and information services; professional, R&D activities; information and telecommunications; printing and publishing activities; production of movies and video-films); auxiliary (supply of electricity, gas, steam and conditioned air; wholesale and retail trade; repair of automobiles and motorcycles; hotels and restaurants; financial and insurance activities); traditional (agriculture, forestry and fishing; mining and quarrying; manufacturing industries; construction; transport; storage; postal and courier services; production chemical substances and chemical products; car making and mechanical engineering; light industry), and to define the industries driving the economic growth, generating net income and having direct impact on the rates of GDP growth.A methodological approach to the assessment of the effectiveness of tax preferences and other preferences provided for residents of industrial parks is proposed, which, contrary to the existing approaches, uses applied models of the overall equilibrium for identifying the industries that have to be priority recipients of government assistance through the network of industrial parks, in the context of the intensified and leading development of the country by key macroeconomic indicators, and for quantitative optimization of the preferences considering the stable revenues of the public budget, which enabled to substantiate the nomenclature of efficient stimuli for residents of industrial parks, to achieve the objectives: to make the national industry move up in the value added chains and create a closed-loop innovation cycle in Ukraine.The system of tax and other preferences for residents of industrial parks, intended to recover and further the innovation-driven development of the production and export capacities of the Ukrainian economy, is assessed, which enabled to adapt international experiences of using the mechanism of free economic zones to the domestic practice, to create a favorable investment environment for high tech productions in the national economy for the period required by them to form competitive advantages. ; У дисертації розроблено цілісну наукову концепцію неопротекціонізму у міжнародній економічній політиці в умовах лібералізації світогосподарських зв'язків і на цій основі сформульовано інтегративний концептуальний підхід застосування неопротекціонізму в політиці економічного розвитку України.В роботі запропоновано міждисциплінарний багатокатегоріальний підхід до визначення протекціонізму з позицій ідеології, ідеї, політики і практики, що дозволило дослідити трансформацію форм його прояву в процесі еволюційного розвитку міжнародних економічних відносин. Міжнародна економічна політика досліджувалась в нерозривній єдності економічної й політичної практики держав методологічним інструментарієм міжнародної політичної економії. Встановлено, що з позиції міжнародної політичної економії, на вибір між протекціонізмом чи вільною торгівлею як принципами реалізації економічної політики держави впливають стан світогосподарських процесів з іманентними їм суперечностями, особливості протікання процесів регіоналізації та інтеграції і тенденції розвитку світової економіки. Вибір між сповідуванням державою політики мінімізації втрат чи максимізації вигод, а також характер її участі в міжнародному економічному співробітництві, з одного боку, детермінується станом міжнародної торгівлі і міжнародного переміщення факторів виробництва, а, з іншого боку, визначає його. Виявлено, що на вибір протекціоністської політики, згідно теоретичного дискурсу міжнародної політичної економії, впливають: діяльність державних і недержавних суб'єктів господарювання; ефекти від реалізації національних економічних політик; стан координаційної рівноваги між національним, регіональним, міждержавним і глобальним рівнями прийняття рішень; формування механізмів глобального управління міжнародними економічними процесами.Інтерпретація міжнародної економічної політики методологічним інструментарієм міжнародної політичної економії дозволила виявити ендогенний характер зовнішньоекономічної політики (тим самим визнаючи протекціонізм як політику, на яку потенційно може формувати запит суспільство (в особі виборців), підприємці (в особі лобістських груп), уряд (що реалізує економічні інтереси держави)) й водночас ідентифікувати різноманіття суб'єктів міжнародних економічних відносин, що чинять екзогенний вплив на реалізацію політики національних держав (шляхом підписання торговельних угод), тим самим обмежуючи умови для реалізації протекціоністської політики.Теоретичне моделювання протекціоністських інтенцій в міжнародному економічному співробітництві на основі міждисциплінарного економікополітичного підходу дало підстави до переосмислення висновків класичної, неокласичної теорій торгівлі і теорії співвідношення факторів виробництва про беззастережний вплив принципу вільної торгівлі на «добробут» населення як похідну від функції споживання. Аналіз двох груп теорій протекціонізму – як тих, що базуються на дослідженні структури протекціонізму в межах країн, так і тих, що досліджують рівень протекціонізму між країнами в часі – дозволив встановити, що добробут виборців або т.зв. виграш більшості лежить в основі ініціювання вжиття протекціоністських заходів. Встановлено, що з боку населення затребуваність на протекціонізм може бути продиктована запитом на: добробут, що вимірюється, окрім економічних, ще й соціальними і екологічними ефектами; соціальну солідарність; соціальне забезпечення; відстоювання соціальних цінностей; відстоювання національної ідентичності; сповідування ідеологічних принципів політики економічного націоналізму; нівелювання ефектів інформаційної асиметрії раціональних виборців. З боку лобістських груп тиск на вибір принципу реалізації зовнішньоторговельної політики урядом пояснюється: стадією бізнес-циклу; ефектами гістерезису в економіці; рівнем конкурентоспроможності експортоорієнтованих секторів; ступенем імпортозалежності економіки; дистрибутивними й алокаційними ефектами економічної діяльності.В дисертації обґрунтовано авторську концепцію неопротекціонізму в міжнародній економічній політиці, під яким розуміється складноієрархічна сукупність принципів, правил та інструментів захисного, стимулюючого, дискримінаційного та рестрикційного характеру, що реалізується на мега-, мета-, макро- і мезорівнях міжнародної економічної політики. В дослідженні запропоновано багаторівневу типологізацію неопротекціонізму за конкретними ознаками, до яких віднесено: рівень міжнародної економічної політики, суб'єкти генерування, середовище прояву, інструменти міжнародної економічної політики непрямого впливу, що дало змогу виявити його сутнісні характеристики у всіх формах прояву міжнародних економічних відносин; встановити функції, що виконує неопротекціонізм залежно від його типів (ідеологічний, інституційний, інтеграційний, кон'юнктуро-формуючий/ галузевий, факторний, інфраструктурний, монетарний, валютний, фінансовий, борговий, фіскальний) та підтипів (екологічний, міграційний, сировинний, ресурсний, енергетичний, технологічний, інноваційний, інформаційний, цифровий, інвестиційний). Це дозволило ідентифікувати мету застосування неопротекціонізму на мега-, мета-, макро- і мезорівні міжнародної економічної політики, та візуалізувати ступінь його функціонально-структурної складності та розмірності як явища та процесу, реалізація якого видозмінюється залежно від суб'єктів, які його застосовують, об'єктів, на які розповсюджується його дія, простору застосування, цілей здійснення.В роботі розроблено науково-методичний підхід оцінювання міжнародної економічної політики на макро- і мета- рівнях, зумовленої використанням інструментарію неопротекціонізму, застосування якого дозволило виокремити і охарактеризувати політику економічного націоналізму (мотиваційною основою якого виступають домінування, експансія, забезпечення національного розширеного відтворення шляхом створення нових порівняльних переваг) і політику економічного патріотизму (мотиваційною основою якого виступають відновлення економічного зростання, стримування експансійного потенціалу країн-партнерів, створення нових порівняльних переваг й досягнення сталого розвитку) з виокремленням таких його підтипів, як наднаціональний, локальний, ліберальний, консервативний. Визначено характерні риси політики неомеркантилізму і встановлено способи, в які вона може реалізовуватись. Встановлено, що політика неомеркантилізму продукує антиконкурентні ринкові викривлення, які зачіпають не лише іноземних виробників, але й національних, беручи до уваги ступінь залучення останніх до глобальних ланцюгів створення доданої вартості, і призводить до ринкових дисбалансів внаслідок несправедливої конкуренції.Удосконалено теоретико-методологічні засади дослідження міжнародної економічної політики, що визначається принципами стійкості, ієрархічності, адаптивності, комплементарності, субсидіарності та збалансованості, шляхом включення легітимації як новітнього принципу здійснення міжнародної економічної політики, що передбачає комбінування регуляторних, дерегуляторних та ререгуляторних механізмів впливу на міжнародні економічні відносини, результується в імплементації таких інституційних норм і правил, які прямо чи опосередковано нехтують/спростовують/викривлюють домовленості, що існують на міжнародному/регіональному рівні, призводять до антиконкурентних ринкових деформацій, торговельних й інвестиційних дисбалансів та уможливлюють отримання нових порівняльних переваг. Самолегітимація визначена як атрибутивна характеристика суб'єктів міжнародної економічної політики на мега-, мета- і макрорівнях, що уможливлює реалізацію політики неопротекціонізму.В дисертаційному дослідженні обґрунтовано множинні комбінації реалізації неопротекціонізму через різноспрямовані прояви дерегуляціїрегуляції, інтеграції-дезінтеграції, координації-декоординації, розширенняфрагментації, врівноваження-розбалансування, стимулювання-обмеження, захисту-дискримінації та доцільність застосування неопротекціонізму в політиці економічного розвитку України.Встановлено, що структурними елементами світового господарства як середовища прояву неопротекціонізму виступають: виробничо-інвестиційна сфера діяльності, науково-технічна сфера, сфера міжнародної торгівлі, міжнародні валютно-фінансові та кредитні відносини. Виявлено, що неопротекціонізм в межах міжнародної економічної системи виконує наступні функції: регуляторну (ідеологіний неопротекціонізм; інтеграційний неопротекціонізм; факторний неопротекціонізм; монетарний неопротекціонізм; валютний неопротекціонізм; борговий неопротекціонізм; фінансовий неопротекціонізм; інвестиційний неопротекціонізм); алокаційну (кон'юнктурноформуючий/галузевий неопротекціонізм; інфраструктурний неопротекціонізм; факторний неопротекціонізм; інтеграційний неопротекціонізм; фінансовий неопротекціонізм; інвестиційний неопротекціонізм); дистрибутивну (інституційний неопротекціонізм; фіскальний неопротекціонізм; фінансовий неопротекціонізм; інвестиційний неопротекціонізм); стабілізаційну (монетарний неопротекціонізм; валютний неопротекціонізм; борговий неопротекціонізм; фінансовий неопротекціонізм; інвестиційний неопротекціонізм).Моделювання процесів кластерізації української економіки із використанням бостонської матриці та моделі Леонтьєва дозволило виділити чотири продуктивні кластери: інноваційний (виробництво комп'ютерів, електронної та оптичної продукції; телекомунікації (електрозв'язок); комп'ютерне програмування, консультування та надання інформаційних послуг; професійна, наукова та технічна діяльність; інформація та телекомунікації; видавнича діяльність; виробництво кіно- та відеофільмів; допоміжний (постачання електроенергії, газу, пари та кондиційованого повітря; оптова та роздрібна торгівля; ремонт автотранспортних засобів і мотоциклів; тимчасове розміщування й організація харчування; фінансова та страхова діяльність), традиційний (сільське, лісове та рибне господарство; добувна промисловість і розроблення кар'єрів; переробна промисловість; будівництво; транспорт, складське господарство, поштова та кур'єрська діяльність; виробництво хімічних речовин і хімічної продукції), стратегічний (транспорт, складське господарство, поштова та кур'єрська діяльність; виробництво хімічних речовин і хімічної продукції; автомобіле- та машинобудування; легка промисловість) та визначити галузі-драйвери економічного зростання, в яких можливе отримання високого чистого валового доходу та які безпосередньо впливають на темпи зростання ВВП.Запропоновано методологічний підхід до оцінювання ефективності надання податкових пільг й інших преференцій резидентам індустріальних парків, який, на відміну від існуючих підходів, передбачає використання прикладних моделей загальної рівноваги для ідентифікації пріоритетних галузей-реципієнтів державної допомоги через мережу індустріальних парків у контексті активізації випереджаючого розвитку країни за ключовими макроекономічними показниками, а також визначення оптимального обсягу відповідних преференцій з міркувань сталих надходжень державного бюджету, що дозволило обґрунтувати перелік перспективних стимулів резидентам індустріальних парків для досягнення цілей висхідного руху вітчизняної промисловості ланцюгами доданої вартості й створення замкнутого циклу інновацій в Україні.В роботі проведено оцінку використання системи податкових й інших преференцій для резидентів індустріальних парків з метою відновлення та забезпечення подальшого інноваційного розвитку виробничо-експортного потенціалу України, що дало змогу адаптувати міжнародний досвід використання механізму вільних економічних зон до вітчизняної практики задля створення сприятливого інвестиційного середовища для нових високотехнологічних виробництв у національній економіці на період формування ними конкурентних переваг.
The section dedicated to the History of Books and Publishing seeks to promote works that follow the circuit of production, circulation and diffusion of books and other printed materials, as unavoidable stages for the study of the production and diffusion of ideas, intellectual trajectories and the links between the world of ideas and politics. With this interest, the section seeks to contribute to studies on books and publishing, a disciplinary field that draws on disciplines such as history, sociology, anthropology, librarianship and literary studies. In this opportunity, we present four papers that seek to make empirical and conceptual contributions to this field of studies.The paper that opens the section is a translation of the article by historian Robert Darnton, entitled "La France, ton café fout le camp! De l'histoire du livre à l'histoire de la communication", published in 1993 by the journal Actes de la recherche en sciences sociales. Faithful to Darnton's journey in the configuration of historiographical studies on books and publishing, the work constitutes a contribution to the conceptual and methodological discussion of the discipline, as well as an invaluable archival work carried out in Paris. The article presents a journey through the discussions promoted by the so-called "material turn" in intellectual history, from the classical history of ideas to the studies that focus on mediations, mediators and materials involved in the dissemination of ideas. In that spirit, Darnton engages in the discussion about the cultural and intellectual origins of the French Revolution and studies the effect that subway, clandestine and marginal agents, practices and printed materials promoted in the public sphere, provoking a progressive erosion of the regime that would fall in 1789. The sociohistorical study of the communication circuit that Robert Darnton configures and details shows how the book differs from other media by producing a "book effect" that has differential logics on public debate. This work is illuminating of a period, but at the same time it is a productive input to think about the place of the book in the current public debate, together with other supports and platforms such as the media and social networks. The translation of the text was made by Margarita Merbilhaá for discussion at the Intellectual History Seminar of CeDInCI. Years later, with a revised version by the translator, and thanks to the support of the French journal and the author, we obtained permission for its publication in these pages. Secondly, we present the article by Luccas Eduardo Maldonado, who reviews the works dedicated to the history of the left-wing book in Brazil elaborated by intellectuals Lincoln Secco and Edgard Carone. Maldonado recovers the works of Robert Darnton on the publishing circuit and book production as a starting point to situate the contributions of Secco and Carone in the history of the book in Brazil. The work of these intellectuals and researchers constitutes an invaluable contribution to the studies on the left in that country, through the printed productions, so relevant to think the political and intellectual practice and intervention.Sol Anahí Viñolo's work constitutes a contribution to the study of the links between publishing and politics from an anthropological and ethnographic perspective. Focusing on a current period, the author studies the place of printed culture in two political parties in Argentina: the Unión Cívica Radical and the Partido Obrero. The ethnographer delves into the bowels of the groups to investigate the place of libraries, editions and party press, artifacts that coexist and dialogue with other media and platforms more focused on the digital and the image than on the printed object. The article was proposed to the magazine prior to Viñolo's tragic death in a traffic accident. It is presented in a revised version, edited and prefaced by its editor, anthropologist Gustavo Sorá.Finally, Javier Planas brings us an interview and conversation on the history of libraries in Latin America, conducted with two other exponents of this area so relevant for book and publishing studies, as well as for studies on archives and libraries linked to the CeDInCI world: Alejandro Parada and Carlos Aguirre. The text presented is the result of the transcription and edition of an event that was part of a series of talks organized by the Department of Distance Librarianship and the Library System of the Pontifical Catholic University of Argentina, Paraná, on July 15, 2021. The text reviews studies on libraries in the world and particularly in the region, the difficulties for the periodization of different periods, the key moments to approach the history of libraries, as well as the links of libraries with popular culture and the intellectual world, among other topics. Translated with www.DeepL.com/Translator (free version) ; La sección dedicada a la Historia del Libro y la Edición busca promover trabajos que recorren el circuito de producción, circulación y difusión de libros y otros materiales impresos, en tanto etapas insoslayables para el estudio de la producción y difusión de las ideas, de las trayectorias intelectuales y de los vínculos entre el mundo de las ideas y la política. Con ese interés, la sección busca aportar a los estudios sobre el libro y la edición, campo disciplinar que se nutre de disciplinas tales como la historia, la sociología, la antropología, la bibliotecología y los estudios literarios. En esta oportunidad, presentamos cuatro trabajos que buscan realizar aportes empíricos y conceptuales a este campo de estudios. El trabajo que inaugura la sección es una traducción del artículo del historiador Robert Darnton, titulado "La France, ton café fout le camp! De l'histoire du livre à l'histoire de la communication", publicado en 1993 por la revista Actes de la recherche en sciences sociales. Fiel al recorrido de Darnton en la configuración de los estudios historiográficos sobre el libro y la edición, el trabajo constituye un aporte a la discusión conceptual y metodológica de la disciplina, así como una invalorable labor archivística realizada en París. El artículo presenta un recorrido por las discusiones que promovió el llamado "giro material" en la historia intelectual, desde la clásica historia de las ideas hasta los estudios que ponen el foco en las mediaciones, mediadores y materiales que intervienen en la difusión de las ideas. Con ese espíritu, Darnton se involucra en la discusión acerca de los orígenes culturales e intelectuales de la Revolución Francesa y estudia el efecto que los agentes, prácticas y materiales impresos subterráneos, clandestinos y marginales promovieron en la esfera pública, provocando una erosión progresiva del régimen que caería en 1789. El estudio sociohistórico del circuito de comunicación que configura y detalla Robert Darnton muestra cómo el libro se diferencia de otros soportes al producir un "efecto libro" que tiene lógicas diferenciales sobre el debate público. Este trabajo resulta iluminador de un período, pero a la vez se trata de un insumo productivo para pensar el lugar del libro en el debate público de la actualidad, junto a otros soportes y plataformas como los medios de comunicación y las redes sociales. La traducción del texto fue realizada oportunamente por Margarita Merbilhaá para su discusión en el Seminario de Historia Intelectual del CeDInCI. Años más tarde, con una versión revisada por la traductora, y gracias al apoyo de la revista francesa y del autor, logramos el permiso para su publicación en estas páginas. En segundo lugar, se presenta el artículo de Luccas Eduardo Maldonado, quien recorre los trabajos dedicados a la historia del libro de izquierdas en Brasil elaborados por los intelectuales Lincoln Secco y Edgard Carone. Maldonado recupera los trabajos de Robert Darnton sobre el circuito editorial y la producción de libros como punto de partida para situar los aportes de Secco y Carone en la historia del libro en Brasil. La obra de estos intelectuales e investigadores constituye un aporte invaluable a los estudios sobre las izquierdas en ese país, por la vía de las producciones impresas, tan relevantes para pensar la práctica e intervención política e intelectual. El trabajo de Sol Anahí Viñolo constituye un aporte al estudio de los vínculos entre edición y política desde una perspectiva antropológica y etnográfica. Situándose sobre un período actual, la autora estudia el lugar que ocupa la cultura impresa en dos partidos políticos de la Argentina: la Unión Cívica Radical y el Partido Obrero. La etnógrafa se inmiscuye en las entrañas de las agrupaciones para indagar sobre el lugar que ocupan las bibliotecas, las ediciones y la prensa partidaria, artefactos que conviven y dialogan con otros soportes y plataformas más centrados en lo digital y la imagen que en el objeto impreso. El artículo fue propuesto a la revista previo al trágico fallecimiento de Viñolo en el marco de un accidente de tránsito. Se presenta una versión revisada, editada y prologada por su director, el antropólogo Gustavo Sorá. Finalmente, Javier Planas nos acerca una entrevista y conversación sobre la historia de las bibliotecas en América Latina, realizada a otros dos exponentes de esta área tan relevante para los estudios del libro y la edición, así como para los estudios sobre archivos y bibliotecas vinculados al mundo CeDInCI: Alejandro Parada y Carlos Aguirre. El texto presentado es el resultado de la transcripción y edición de un evento que formó parte de un ciclo de charlas organizado por el Departamento de Bibliotecología a distancia y el Sistema de Bibliotecas de la Pontificia Universidad Católica Argentina, sede Paraná, el 15 de julio de 2021. En el texto se recorren los estudios sobre bibliotecas en el mundo y particularmente en la región, las dificultades para la periodización de distintos períodos, los momentos clave para abordar la historia de las bibliotecas, así como los vínculos de las bibliotecas con la cultura popular y con el mundo intelectual, entre otros tópicos.
AbstractAs it is well known, Humboldt and Bonpland ended their almost five-years-journey throughout the American continent with a short but intense stay of nearly three months in the USA.As it has already been studied in a previous paper ('HiN' nº 3, 2001), Humboldt's political and economical thesis predicted the role and the place that would most probably correspond to the newly born American nations within the new post-Napoleonic world order.Afterward, Humboldt explicitly stated that not only the future but the present of the USA seemed very different to the one of the Latin American countries due to the many ethnic, social and cultural barriers, and specially to the many historical 'vices' that these had inherited from the colony. This conviction was shared with other 'illustrated' German thinkers of his time, such as G.F. Hegel, who thought that after the full consummation of the Iberoamerican independence from Europe a confrontation, even military, will be unavoidable and even necessary between the North and the South of the America as precondition for the rebirthing of the 'idea', 'reason' and 'spirit' into the 'new world'; it is, as precondition for the continuity of 'History'; in other words, for avoiding the 'end of History'.After 200 years of a complex and difficult coexistence between the USA and the rest of the continent, and after at least two failures of Iberoamerica to achieve a full reinsertion within the Western politics, culture and economy, the USA, having been a super world power for several decades, have offered, and even forced, a great continental alliance ('ALCA) 'that will lead in, a very short term (2005), to a unique and preferential continental market and, in some way, to a unique American economic culture.One of the many questions that arises about such a challenge is if the Iberoamerican countries have yet been able to overcome the mentioned historic and structural barriers and colonial 'vices' referred by Humboldt. And, if in despite of these barriers, would Iberoamerica, by the hand of the USA and Canada, finally be able to find an appropriate and deserved 'place' and 'role' within the 'new world order' of the so called 'globalization' era.This questioning is a new challenge for the Humboltian science and a possibility for it to analyze the 'present time' with the same premises used by Humboldt at his time to criticize the Hispano-American reality and to certain extent, predict its immediate future. This is what, with the required humbleness, this paper tries to formulate. ResumenComo es sabido, Humboldt y Bonpland concluyeron su largo periplo americano de casi 5 años con una corta e intensa estadía de casi 3 meses en los EE.UU., de América. Como ya se estudió en un estudio precedente ('HiN' nº 3, 2001) en un inciso de su obra político-económica, Humboldt auguró el papel y puesto que muy seguramente habría de corresponderles a los nacientes Estados americanos en el conjunto del nuevo orden mundial post-napoleónico. Sin que su obra involucrase a los 'jóvenes' EE. UU., en algún momento Humboldt dejó explícito que ese futuro pintaba muy diferente para los países hispanoamericanos, en particular en razón de las muchas barreras étnicas, sociales, culturales y sobre todo 'vicios' heredadas de la colonia. Tales convicciones fueron compartidos en su momento por otros connotados 'ilustrados' alemanes, entre ellos G.F. Hegel quien además veía casi inevitable –y hasta necesario- un enfrentamiento –incluso armado- entre el Norte y Sur de América. Esto último, como precondición para que la 'razón', la idea' y el 'espíritu' pudieran renacer en el 'nuevo mundo' una vez hubiera concluida, tras la plena emancipación iberoamericana, la dominación colonial europea en el continente; o lo que era lo mismo, para evitar el 'fin' de la 'Historia'.Después de 200 años de compleja y no fácil 'convivencia' entre los EE.UU., de América y el resto del continente 'suramericano', y después de haber fracasado Iberoamérica en al menos dos ocasiones por lograr una plena reinserción en la economía, política y cultura occidentales, los EE.UU., han tomado la iniciativa de ofrecer –e incluso forzar- una gran alianza continental que llevará en un cortísimo plazo –2005- a la formación de un solo mercado preferencial hemisférico, y si se quiere una única cultura económica americana.Una de las muchas preguntas que motiva semejante reto está en saber si los países iberoamericanos han superados las aludidas rigideces y 'vicios' histórico-estructurales que en su momento denunció Humboldt; y por lo mismo, si persistiendo éstas, cara sus eventuales socios del Norte, sería posible que Iberoamérica, de la mano de EE.UU., y Canadá, podrá por fin encontrar un sitio adecuado –y por lo demás un papel apropiado y digno- dentro del nuevo sistema mundial, ahora llamado de la 'globalización'.La mencionada inquietud constituye un nuevo reto para la 'ciencia humboldtiana' y por ello la posibilidad de intentar analizar el 'presente' con las mismas premisas que en su fecha utilizó Humboldt para criticar la realidad hispanoamericana y en alguna forma presagiar su futuro inmediato. Es lo que, una vez más con la modestia que el intento exige, lo que se pretende plantear en este trabajo. ; ResumenComo es sabido, Humboldt y Bonpland concluyeron su largo periplo americano de casi 5 años con una corta e intensa estadía de casi 3 meses en los EE.UU., de América. Como ya se estudió en un estudio precedente ('HiN' nº 3, 2001) en un inciso de su obra político-económica, Humboldt auguró el papel y puesto que muy seguramente habría de corresponderles a los nacientes Estados americanos en el conjunto del nuevo orden mundial post-napoleónico. Sin que su obra involucrase a los 'jóvenes' EE. UU., en algún momento Humboldt dejó explícito que ese futuro pintaba muy diferente para los países hispanoamericanos, en particular en razón de las muchas barreras étnicas, sociales, culturales y sobre todo 'vicios' heredadas de la colonia. Tales convicciones fueron compartidos en su momento por otros connotados 'ilustrados' alemanes, entre ellos G.F. Hegel quien además veía casi inevitable –y hasta necesario- un enfrentamiento –incluso armado- entre el Norte y Sur de América. Esto último, como precondición para que la 'razón', la idea' y el 'espíritu' pudieran renacer en el 'nuevo mundo' una vez hubiera concluida, tras la plena emancipación iberoamericana, la dominación colonial europea en el continente; o lo que era lo mismo, para evitar el 'fin' de la 'Historia'.Después de 200 años de compleja y no fácil 'convivencia' entre los EE.UU., de América y el resto del continente 'suramericano', y después de haber fracasado Iberoamérica en al menos dos ocasiones por lograr una plena reinserción en la economía, política y cultura occidentales, los EE.UU., han tomado la iniciativa de ofrecer –e incluso forzar- una gran alianza continental que llevará en un cortísimo plazo –2005- a la formación de un solo mercado preferencial hemisférico, y si se quiere una única cultura económica americana.Una de las muchas preguntas que motiva semejante reto está en saber si los países iberoamericanos han superados las aludidas rigideces y 'vicios' histórico-estructurales que en su momento denunció Humboldt; y por lo mismo, si persistiendo éstas, cara sus eventuales socios del Norte, sería posible que Iberoamérica, de la mano de EE.UU., y Canadá, podrá por fin encontrar un sitio adecuado –y por lo demás un papel apropiado y digno- dentro del nuevo sistema mundial, ahora llamado de la 'globalización'.La mencionada inquietud constituye un nuevo reto para la 'ciencia humboldtiana' y por ello la posibilidad de intentar analizar el 'presente' con las mismas premisas que en su fecha utilizó Humboldt para criticar la realidad hispanoamericana y en alguna forma presagiar su futuro inmediato. Es lo que, una vez más con la modestia que el intento exige, lo que se pretende plantear en este trabajo. AbstractAs it is well known, Humboldt and Bonpland ended their almost five-years-journey throughout the American continent with a short but intense stay of nearly three months in the USA.As it has already been studied in a previous paper ('HiN' nº 3, 2001), Humboldt's political and economical thesis predicted the role and the place that would most probably correspond to the newly born American nations within the new post-Napoleonic world order.Afterward, Humboldt explicitly stated that not only the future but the present of the USA seemed very different to the one of the Latin American countries due to the many ethnic, social and cultural barriers, and specially to the many historical 'vices' that these had inherited from the colony. This conviction was shared with other 'illustrated' German thinkers of his time, such as G.F. Hegel, who thought that after the full consummation of the Iberoamerican independence from Europe a confrontation, even military, will be unavoidable and even necessary between the North and the South of the America as precondition for the rebirthing of the 'idea', 'reason' and 'spirit' into the 'new world'; it is, as precondition for the continuity of 'History'; in other words, for avoiding the 'end of History'.After 200 years of a complex and difficult coexistence between the USA and the rest of the continent, and after at least two failures of Iberoamerica to achieve a full reinsertion within the Western politics, culture and economy, the USA, having been a super world power for several decades, have offered, and even forced, a great continental alliance ('ALCA) 'that will lead in, a very short term (2005), to a unique and preferential continental market and, in some way, to a unique American economic culture.One of the many questions that arises about such a challenge is if the Iberoamerican countries have yet been able to overcome the mentioned historic and structural barriers and colonial 'vices' referred by Humboldt. And, if in despite of these barriers, would Iberoamerica, by the hand of the USA and Canada, finally be able to find an appropriate and deserved 'place' and 'role' within the 'new world order' of the so called 'globalization' era.This questioning is a new challenge for the Humboltian science and a possibility for it to analyze the 'present time' with the same premises used by Humboldt at his time to criticize the Hispano-American reality and to certain extent, predict its immediate future. This is what, with the required humbleness, this paper tries to formulate.
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A sharp divide has emerged within the Democratic foreign policy community as Israel enters the third week of its bombing campaign in Gaza. While most politicians have held to the Biden administration line — namely, that a decisive response is necessary to eliminate Hamas and prevent further atrocities against Israelis — a growing number of staffers in the State Department and Congress have questioned what they view as blanket support for human rights violations in Gaza. Josh Paul stepped into the center of this debate last week when he resigned from the State Department in protest of the administration's policy. "I cannot work in support of a set of major policy decisions, including rushing more arms to one side of the conflict, that I believe to be shortsighted, destructive, unjust, and contradictory to the very values that we publicly espouse," Paul, who was a director in the office overseeing U.S. weapons sales, wrote in a widely shared LinkedIn post. In subsequent statements, Paul claimed that senior officials have consistently ignored internal concerns about Israel's use of American weapons in alleged human rights violations. His comments suggest that the White House has fallen short in implementing its own arms transfer policy, which said the State Department should block weapons sales if it is "more likely than not" that they will be used to commit atrocities. A spokesperson for the State Department denied Paul's allegations and said the U.S. complies "with all applicable statutory requirements and regulatory requirements in our provision of military assistance to Israel, as we do to every other country in the world." RS spoke with Paul about why he resigned and how political pressures can override concerns that American weapons will be used to carry out atrocities abroad. The following conversation has been edited for length and clarity. RS: What response have you gotten from your former colleagues about your decision to resign? Do you expect more of them to express their concerns internally as well within the State Department? Paul: I've had an astonishing response from former colleagues, well beyond what I expected. I thought that barely anyone would actually want to communicate with me after I resigned because of the sensitivity of debates about Israel. But on the contrary, I've heard from so many — both within the State Department and across the U.S. government — sharing their own experiences of wanting to talk out about this issue and not being able to. It's been very moving and eye-opening. I think there are more people now talking out about this within the system. I don't know that anyone else is going to take the step that I took in resigning, but I respect that everyone has their own personal circumstances.RS: In your op-ed for the Washington Post, you wrote that "Israeli requests for ammunition started arriving immediately, including for a variety of weapons that have no applicability to the current conflict." Can you expand on that? Paul: I'll expand on it in a limited form, because these remain, in some cases, pre-decisional, and I do want to give the process time to work through these issues. But I will say that there are two things here. First of all, the sorts of things that Israel was requesting had applicability not only in Gaza, but also in the West Bank. There are videos out there now on Instagram, for example, of Israeli officials handing out M4 firearms to settlers. I think that is very concerning. It should be concerning to us because there is a track record of settler violence against Palestinian civilians. I also think that [Israel sees this as] an opportunity. There has been more significant pushback against the blind provision of military equipment to Israel in the last few years than we've seen in decades, and this is a moment in which that pushback has been sidelined. Therefore it is — frankly, in at least the way they see it — in Israel's interest to get what it can now because who knows how long this moment of opportunity, to put it quite cynically, is open for. RS: Do you oppose all U.S. arms transfers to Israel at this time? Paul: No, not at all. My opposition is to lethal arms transfers. That means items that kill people. I have no problem whatsoever with defensive items such as Iron Dome. I don't think civilians should have to live under rocket fire, and I absolutely support the provision of defensive equipment like that. Even when it comes to the lethal, I'm not saying that Israel does not have a right to defend itself and does not have a right to go after the Hamas terrorists who attacked it so brutally on October 7. Of course it does. The question is how many Palestinian civilians have to die in that process? And how does this actually lead us to real security for Israel? RS: Have State Department officials flagged specific Israeli units for human rights violations and have those flags ever led to a change in policy? Paul: What you're talking about here is Leahy vetting. Under U.S. law, any military unit that receives U.S. military grants assistance must be vetted to ensure that it has not committed gross violations of human rights. In the context of Israel, which receives more than half of all U.S. military grant assistance in the base budget, there is a special process unlike that followed by other countries. For most countries, we vet the units that are receiving the systems before they receive the assistance. In the context of Israel, we provide the assistance, and then if certain allegations come to light of potential gross violations of human rights, we investigate those and decide if such things have actually happened. There have been a number of units and individuals that have been flagged through the process that have very credible allegations of gross violations of human rights against them — allegations that are supported by significant and senior bureaus within the Department — but the process has never been able to come to a conclusion that such gross violations of human rights have occurred. There's always been a political pressure and a policy pressure to not come to that conclusion. RS: What does that look like in practice? Paul: First, a violation is flagged. Typically, it's something we see in the press, or an NGO will reach out to say, "Hey, are you aware of XYZ?" And there is a process where the bureaus with equities come together to review those allegations to determine if they are credible. If they are credible, the next step is actually to reach out to the government of Israel and see what they have to say about it, which in itself is a problem. But then once Israel comes back, there is further discussion of whether this was a gross violation of human rights. It's at that point, typically, that the process grinds to a halt, whether it is from the leadership of a bureau involved in the process or sort of a higher level guidance that, "Hey, this isn't gonna go anywhere. Let's move on to the next thing." RS: Have other states gotten arms sales approved due to political pressure despite credible allegations of human rights violations? Paul: Yes, absolutely, particularly under the previous administration, but prior to that under the Obama administration too. If you look at sales that are publicly known to other countries with dubious human rights records in the region, you will see that there have been instances in which there are clear concerns about human rights, for example, in the context of the conflict in Yemen, where despite knowledge of those concerns, sales have gone forward. There is a difference, however, and this is quite technical, but it comes back to this question of 'grant military assistance.' If a country is buying from the U.S. with its own money, Leahy does not apply, and that is a problem in itself. The law that says you cannot provide military equipment to units involved in gross violations of human rights does not apply if that country is spending its own money. RS: You've mentioned the Biden administration's new Conventional Arms Transfer policy, which says the US shall not transfer weapons to countries more likely than not to use them in workarounds. Is it your view that the Biden administration has held to this policy in all cases besides Israel? Paul: Now, remember, a policy is a policy. It is not legally binding. The way the Conventional Arms Transfer policy is written, by and large, is as a framework for policymakers to make decisions rather than a directive or a checklist. But the CAT policy has always guided decisions on transfers under the Biden administration. Even before it was writ, we followed the spirit of it. And so I would say this is a unique instance. RS: So you wouldn't say that arms transfers to other countries accused of human rights abuses fell afoul of that, especially ones in the Middle East? Paul: I think we have to look at a case by case basis about what you're talking about, a lot of these sales are public. In each of those, there has been consideration of what the item is and what unit is receiving it, and those are the discussions that have played out over the course of months and years. That is what is lacking here. However, while they have all been made in accordance with the CAT policy, that doesn't mean I agree with the outcomes or the decisions, including some sales to Egypt and Saudi Arabia. RS: During your time with the State Department, did you or your colleagues at any point succeed in stopping an arms sale completely due to human rights concerns? Paul: Yes. In fact, the first step that the administration took upon taking office was to suspend two arms sales to the Saudi-led coalition in Yemen. RS: And those never went through in the end? Paul: Those have not yet gone through. They are suspended. RS: Are there any cases besides that one that you can recall? Paul: Yes, there are certainly other arms transfers to other countries that either have been under policy discussion and debate, including with Congress, for years, or which just did not go anywhere. To point you to a very public example of the constructive role Congress can play here, it's well known that Congress has played a critical role in delaying potential arms transfers to Turkey. RS: What is your advice to your former colleagues and government people that are working on this issue on how they should make the case that you're making and how they should seek to affect policy?Paul: The Civil Service does provide some unique and really important protections in terms of the ability to push back against policy internally. You cannot be fired for disagreeing with a policy decision. You can only be fired for real malfeasance, which is right, and that gives them the ability to take a stand and to push back on things where they believe that there are mistakes being made or where there are policies being pursued that are unhelpful both to American national security and to human rights. So I would encourage them, to the extent they can feel comfortable, to take advantage of those protections and to keep fighting the good fight.