Suchergebnisse

The College Metcuty. VOL. IV. GETTYSBURG, PA., JULY, 1896. No. 5. THE COLLEGE MEfiCUftr, Published each month during the college year by the Students of Pennsylvania (Gettysburg) College. STAFF. Editor: ROB3IN B. WOLF, '97. Associate Editors : LEWIS C. MANGES, '97. ED. W. MEISENHELDER, '98. SAMUEL J. MILLER '97. CHARLES T. JOHN W. OTT, '97. CHARLES H. E. L. KOLLER, '98. LARK TILP, Alumni Association Editor: REV. D. FRANK GARLAND, A. M., Baltimore, Md. Business Manager: HARRY R, SMITH, '97. Assistant Business Manager: JOHN E. MEISENHELDER, '97. -n.-.iru ("One volume (ten months). U'UMS-\Slngle copies Finable is advance. $1,110 .15 AH Students are requested to hand us matter tor publication. The Alumni and ex-members or the College will favor us by sending information concerning their whereabouts or any items they may think would be interesting for publication. All subscriptions and business matters should be addressed to the business manager. , Matter intended for publication should be addressed to the Editor Address, THE COLLEGE MEKCUHY, Gettysburg, Pa! CONTENTS. ABSTRACT or BACCALAUREATE SERMON, - 66 THE PLACE or THE Y. M. C. A. IN THE \ ,R SOCIOLOGY OF THE COLLEGE, | CLASS-DAY EXERCISES, . - --- 71 CLASS-DAY POEM, - 71 JUNIOR ORATORICAL CONTEST, - 71 HOME, SWEET HOME. - 71 ROLL OF HONOR, - - -.- - - - - - -74 COLLEGE COMMENCEMENT PROGRAM. --- 74 DEGREES. -74 SPECIAL ANNOUNCEMENT, - - 75 ALUMNI NOTES, 75 SrF.ciAL ANNOUNCEMENT, - - - 77 COLLEGE LOCALS, -' --- . 77 ATHLETICS, 79 HOTEL LOOKOUT, --81 ABSTRACT OF BACCALAUREATE SERMON. BY II. W. MCKNIGHT, D D., IX. D. li'h- 8: 5. "See, saith He, that thou make all things according to the pattern showed to thee in the Mount." These words relate to the building of the tabernacle in the wilderness. It was to sub-serve such great purposes in the camp of the chosen people that God himself had revealed the pattern of it to Moses on Mount Sinai, in-dicating and fixing both its general plan and its minutest details, and saying to him : "See that thou make all things according- to the pattern showed to thee.'' Moses was, first, to grasp clearly the plan, the ideal. He was to go to his work, not aimlessly, but knowing what he was to do and how he was to do it. Definiteness of plan, distinctness of ideal, and fidelity to it were to him the esseutialconditions of success. The lessons thus taught are easily discerned. They are applicable now and here. You, my young friends, are about to go down from a veritable mount of privilege and preparatory training to engagements and a mission that have been fixed for you in the divine plan. Your intended work is to be constructive. You are to be builders in a very high and real sense—builders of character, organizers and constructors of a lifework as solemn in its im-port as destiny and as enduring as the endless cycles of eternity. Nor are you left to guess what you are to do and how you are to do it. God, who has built the universe and formed its myriad and minutest parts together in a comprehensive and harmonious plan, whose purpose shines in every star, blooms in every flower, is enfolded in every seed and finds ex-pression in every voice of nature, has his plan, also, for your life and work. He has embod-ied it for your guidance in the precepts and principles of His word. He has revealed it 67 THE COLLEGE MERCURY. most clearly and impressively in the spotless example of His Son. He has brought you up to that other mount of latest and sweetest reve-lation, the mount of the cross, that you might with open-face behold and with grateful hearts love the heavenly pattern of living and work-ing. Fidelity to this divine ideal is central and all inclusive in your preparation for life. To ignore it is the madness of turning from light to darkness. To practically neglect it will be to repeat the fatal mistake of the foolish builder who "built his house upon the sand," and whose plans and efforts and hopes came to naught in the ruin wrought by the tempest's and torrent's fury. Speaking to you, therefore, in the name of your instructors and delivering to you the final and affectionate charge of the institution, whose training you have received, permit me to set before you the pattern of a true life, to urge you to embody it in the ideal, and plans you form for your work, and to re-peat to you the solemn injunction : "See that you make all things according to it.'' He then presented and discussed the ideal of a true life as ist. The subordination of the material to the spiritual. 2nd. The embodiment of beneficence. 3rd. Having as its radiant centre—its Holy of Holies, God, his will, grace and glory. After discussing these points he addressed the class as follows : "My young friends of the class of'96: In sending you forth now, the Institution is concerned, not only for what you will do, but also for the spirit in which you will do it. It would have you adopt as the stand-ard by which you will measure your achieve-ments a high and worthy ideal and aim. What you will do, the spheres you will fill, will be determined largely by your endowments and opportunities, by circumstances not always within your control. You may not be per-mitted to choose what you will do, but you can determine the spirit in which you will do it. This, more than anything else, will settle the question of your worthiness and real suc-cess. Ideals and aims, whether right or wrong, true or false, lofty or low, though but neutral facts, mere abstractions, become a vitalized force to those who make them their own—a power to be measured only by the comprehen-siveness and reach of the principles involved. Whether in the form of proverbs, mottoes or doctrine, they have masterful force. Men bow before them as the ripened corn before the au-tumn winds. How the recent re-statement of the Monroe doctrine, our nation's ideal for this continent, and its interposition against the ag-gression of England roused the people with readiness to subordinate to it all other interests and to defend it at any cost : "Freedom for the American slave," too, was once only an abstraction, and those who cherished it were decried as wild enthusiasts, but it asserted its sway and, through the proclamation of Presi-dent Lincoln and the victories of the Union arms, became a sublime reality in the disen-thrallment of swarthy millions. Of the Puri-tans, whose unswerving devotion to truth and the principles of liberty once made them seem so visionary, whose name has become familiar as any household word in the homes of free-dom, and whose imperishable memorial is the civil and religious liberty of England and America. Macaulay, tracing the power that swayed them to its source, has well said: "They derived their character from the daily contemplation of superior beings and eternal interests." All history attests the fact that all men who have done the best and largest work first wrought out in thought the pattern of their work. They anticipated the end from the beginning and set their aims toward it as the pilot holds the prow of his ship towards the harbor beyond the sea. Greatness and steadiness of aim impelled Paul and Luther to heroic deeds and made them a world-wide force. The loftiness of their ideals drew them up with increasing strength into spheres of sub-limest achievement. Nor can you come into excellence of char-acter and work in any other way. "Purpose," it has been wisely said, "is what gives life a meaning." It rouses and directs the energies, THE COLLEGE MERCURY. 68 and prevents drifting. Bind your life to that which is great and good, and greatness and goodness will be your enduring portion. A worthy ideal will give its ennobling impress to vour character and work, in any sphere, even as the beauty of the blossom is determined by the colors laid at the root of the tree. In the very sense of incompleteness, of "having not yet attained" which it begets and perpetuates vou will find a prime condition of progress, and an urgency to such sustained effort as in-sures increasing effectiveness and power. "Mrs. Sarah Larman Smith," it is said, "learned to talk of Christ to the Arab women in a few months, and Schwartz to the Hindoos in three weeks." Why? A great purpose— to preach the gospel to the benighted and per-ishing, quickened their faculties and enabled them to do in a few weeks or months what to minds, lacking such inspiration, would have been the work of years. So let it be with you. While you dwell among things which seem temporal and have to do with them, look above and beyond them at the things which are un-seen and eternal. Let your ideal of living and working be a pattern showed to you in the Mount of God, a celestial power and iuspira: tion in the doing of earthly things. Grasp its full significance "in the perfect man" in whom the ideal became the real, and pattern was changed with person. Let His love constrain you ; His arms control you ; His example in-spire and mould you ; let it be Christ for you to live, and the end will be, must be, eternal gain. "See that you make all things accord-ing to the pattern showed to you in the Mount.'' THE PLACE OF THE Y. M. C. A. IN THE SOCIOLOGY OF THE COLLEGE. BY DR. ENOCH PERRINE. A change international in extent has revo-lutionized the college world. Barriers between the different classes and between professors and students have been broken down. An-tagonism between different professors and bit-ter contention between colleges has largely disappeared. Colleges are bound even in an international fellowship. All departments contribute to this movement, the Y. M. C. A. most of all, suggesting a sociology of the col-lege. The young man coming to college thinks first of his social status, the attitude of other students, and whether he shall make war or peace. Formerly he had to conquer a place and having established his reputation as a dangerous man, he visited the newer comer with the same horrors to which he had been subjected. Now the Y. M. C. A. meets him at the beginning and does numberless acts of kindness, exhibiting the characteristics of Christ, "the first true gentleman that ever breathed." It thus binds the college world fast by social ties. This must be done in the college before we can expect, it to obtain out-side, since in the college are peculiar incen-tives for the work. The young man next adjusts himself to his intellectual environment. He begins to be shut in by the material success about him and may be tempted to leave behind his "trailing clouds of glory." Then the Y. M. C. A. can direct aright his thought, insisting that God ought to be traced everywhere, thus binding all his intellectual efforts around the cross of Christ, "by whom all things consist." The importance and office of the intellect in the pursuit of truth will be plain to him. Darwin suffered an atrophy ou his poetic and spiritual side and the Y. M. C. A. may prevent such a fate from overtaking their fellows, thus pre-venting the head from freezing the heart and working a great benefit in the Intellectual life of the college. As he proceeds in the acquisition of knowl-edge, the young student will begin to think that in ideas alone there is a defense against moral degredation and a nepenthe for all dis-appointments. Culture will keep corruption from his hands—will be a shelter in the time of storm. Orators and poets shall be his all in all. Then the Y. M. C. A. may give him 69 THK COLLEGE MERCURY. right conceptions as to the Moral life, assert-ing that it is pitiful when the soul mounts higher but comes not closer to God and prov-ing that he only is truly moral who bases his life upon God. All parts of the social life are to be harmonized under one supreme principle. This is to be found at the foot of the cross and any other proposal is but a scheme of decep-tion leaving the mighty turmoil to seethe and boil underneath in undiminished horror. As the Y. M. C. A. insists upon this no man of culture will wail with Mathew Arnold that "most men die unfreed, having seen nothing, still unblest." But all these results may be successfully ac-complished and yet the student may miss the crowning glory. He may play the gentleman in the highest outward sense, may go willingly to the point where his logical faculties assure him that'there is a God, may develop his aesthetic sense so that the moral thing shall seem to be a beautiful thing, and yet blending by all this glory he may not know that he is really in Chimerian darkness. Then the Y. M. C. A. can declare that only he truly loves who loves a personality, that no one ever got beyond a cold respect for an abstraction, though that abstraction be a s.ream of tend-ency that makes for righteousness, and that one must see the king in his beauty before he will get that larger outlook without which life is flat, stale and unprofitable. The Y. M. C. A. can bring about this very desirable change of view better than any other agency about the college since the ordinary student out of Christ, now that he is no longer in the acad-emy, will resent the efforts of his professors to a greater degree than he will those of his fel-lows. Hence in the Social, Intellectual, Moral and Spiritual life of the college, the Y. M. C. A. can make its influence felt at every point, con-tributing that great and final binding force which will make the students in colleges in all lauds a more nearly compact body, and hence furnishing the material for an enduring sociol-ogy inside the college that shall spread out-ward in power and bring the world into a fed-erated parliament that-shall be the longest known to history'. FINE ART'S LIFE. BY L. P. EISENHART. Delightfully care-free seems the Fine Art's career to most of us. Light-hearted and blith-some, it is like the Arcadian life of poetic lore. But beneath its ruddy surface are the marks of many a suffering, the traces of many a heartache. The working of these hidden cares gives to genius its wonted lustre. Sons of art whatever be its realm are all of one brotherhood. The story of the one is the re-told tale of the other. The history of Italy is one great romance. It is the story of sailors, painters and poets. But its fulcrum chapter is the tale of that life-tossed son of Florence. Dante. Born into the throes of civil war, banished from office, de-serted by his friends, he was turned out of his beloved Florence, a heart-broken exile. Sor-row- stricken, death-doomed, he became a wan-derer with no home on earth. An American poet told his life-story in the epithet "world-worn." But his thoughts kept tending toward the eternal world. There his tender pitying soul found a calm repose. This hidden pain of a wrecked and thwarted usefulness showed itself seared and smarting in the Divine Comedy. Had he been spared these suffer-ings, the world would have lost its greatest epic, "the voice often silent centuries" would have been unheard. Insanity made an exile of another Italian bard. Vexed in spirit and failing in body, it was during the same moments of his prison lite that he poured forth his sweetest strains. In another clime those ballads which inspired a nation's people with the love of country are the life thoughts of a poverty-cursed poet. England's master poet in the trouble time of life wrote his best tragedies. A German poet touched the key-note of Fine Art's life when he said of a fellow-craftsman, "The Muse of THE COEEEGE MERCURY. 70 Comedy kissed him on the lips, but the Muse of Tragedy on the heart." Many a versed line lightly passed by has in it the throb and heart-break of tragic every day. The picture of Scott's departure from life-bought Abbottsford is painted in cold, gray colors. We who read his tales of Scotland life scarce realize the pathos and romance of their writer's ill-fated career. Of it his own words were: "But death would have them from me, if misfortunes had spared them." Pride-stricken, broken in body and crushed in spirit he toiled until his fingers could no longer grasp that noted pen. Scott, the minstrel of Highlandlays, the story-teller of border life appeared in the tragic fifth act of his life as Scott the great-hearted man. The life of Robert Louis Stevenson was one long struggle for health. It was this that led him into the pleasant scenes of Scotland, brought him to America, and finally carried him to the island of Samoa. Yet in these blighted years came his creative mood, came too his working day. *'I count life just a stuff To try the soul's strength on, educe the man." Delightful Jean Paul Richter gave this word-ing to our theme—thought. "Fate does with poets, as'we-do with birds—it darkens the warbler's cage until he has caught the oft-played air that he is to sing." Workers at canvas and easel have painted with real meaning in dark, sombre hues. Michel Angelo working for years on those Florentine frescoes, a victim of civil strife and hated by his fellow-painters is a picture not to be forgotten. Many a time did faithless patrons and flights for liberty stay his brush. The sweet-faced Madonnas of an earlier art age are their master's souls in color. Had they life, theirs would be a touching tale of dingy garrets, sleepless nights, days of untold hunger. Pressing poverty and a father's violence made intense the storm and stress period of Beethoven's life. Few were the moments not embittered by trouble at home, ingratitude of friends and the sting of unjust criticism. But life itself seemed lost when the dearest of all senses to him was gradually passing away. His own sonatas could no longer make sound-harmony. It was at this time that he poured forth his great symphonies, those tales of human woe. That was poetic music, the music of the soul. Not one of Schubert's greater operas was placed upon the stage ; nor was he ever to hear his own symphonies ; to him starvation was an uncanny darkness, ever near by. The Fine Art's life of our master musicians is a song in minors. The saddening notes of their soul-touching sonatas are the echoes of many sufferings. Behind the richly-colored scenes of the glit-tering theatre have been acted life's sternest realities. Queens of the stage and kings among actors have not only acted tragedies but have also lived them. While yet a mere boy, Edwin Booth, snow-bound amid the' wastes of Nevada, heard the news of his father's death, the loss of his only hope. The woman of his first love, the companion in his art, died in his absence. Then came the rash act of a lunatic brother, which cast a shadow over the whole world and for a moment his reputation and honored name seemed lost. But a nation's sympathy and the sense of duty to his great art called him back from his gloomy retire-ment. Returning, "he saw his fortune of more than a million dollars, together with the toil of some of the best years of his life frittered away." "A crowning hurt was the gradual passing away of his style of dramatic art. Booth was a dreamer, made sublime by suffer-ing. It was his cares and sorrows that made him dreamy and mysterious in Hamlet, tender and majestic in Richelieu, frenzied and at the same time affectionate in King Eear. May we not say, then, that often has it been the storm and stress of things that has cried to the Fine Art's soul, "Awake !" The Kalendar is the name of an interesting exchange that comes to our table from the Woman's College, of Baltimore. 71 THE COLLEGE MERCURY. CLASS-DAY EXERCISES. TUESDAY EVENING, JUNE 16, 1896. Master of Ceremonies, - - - - L. P. EISENHART. Music—Orchestra. CLASS EXERCISES. Class Roll, ARTHUR C. CARTY. Class History, IRA O. MOSER. Class Poem, EDNA M. LOOMIS. Music—Orchestra. Presentation Oration, - - WILLIAM R. REITZEL. Class Prophecy, FRED. J. BAUM. Peace Cup Oration, WILLIAMG. BRUBAKER. Mantle Presentation, - - - - WILLIAM MENGES. Junior Response, HENRY W. BIKI.E. Final Parade around the buildings, headed by the Band. CLASS-DAY POEM. From our Freshman year to Senior, College life meant toil and pain ; Now, lessons all are learned, and never Need we con them o'er again. Oh, the joy this thought brings with it; Joy wo feel but cannot speak. No more trials with mathematics, Logic, chemistry, or Greek. Yet, amid these thoughts of pleasure, I am in a dreadful fix; For the class must have a poem, And what will rhyme with '96? All the words by Webster given, All of those in Worcester found, One by one I've looked them over, But they give no classic sound. Days and nights I've toiled in anguish, 'Till my brain is in a mix; But not a word of sound poetic, Will make a rhyme with '96. All the class has done and conquered, All its record pnre and bright, Merit words of beauty, surely, Yet with prosy pen I write. I would say, the class are noble, Yet I only call them "bricks;" It is slang, I know, but truly, Noble will not rhyme with six. When I say of this or that one, He does well, he never sticks, Do not criticise my language, It's all the fault of '96. I would say they all are students, Aud I say, "They burn their wicks ;" Midnight oil would sound much better, But that won't rhyme with '96. Sometimes, classes passed thro' college, Trusting in a horse that kicks; Some have wasted time, but never, Was this done by '96. Some, the Faculty have worried, With their wild and foolish tricks. Neither this, nor any such thing, Has been done by '96. Thus, our record's full of honor; Not a conscience here that pricks! Every heart is brave and loyal, In the class of'96. But our college days are over, And we turn in sadness round; Noting now, with tender memories, Each familiar sight and sound. Hall, and "dorm" and "lab" and chapel, And the solemn clock that ticks, Mid our jokes and smiles the warrant For the death of'96. Now, the time has come for parting; Hall and Campus, loved of yore, Loved forever, we must leave you, We may dwell with you no more. Gettysburg, our Alma Mater, Mournful is the latch that clicks, As we pass beyond thy portal, A long farewell to '96. JUNIOR ORATORICAL CONTEST. WEDNESDAY, The Magnetism of Mystery, Our Debt to our Forefathers, National Character, - The Model American, - Home, Sweet Home, r International Arbitration, The Mission of the Jew, - Shoals of Success. - fPhrenakosmian. ♦Philomathsan. JUNE 17, 1896. GEORGE W. ENGLAR:* P. T. E- STOCKSLAGER.f - HORACE E- CLUTE.* ROBBIN B. WOLF.t - A. GERTRUDE SIEBER.* JOHN \V. OTT.f - GEORGE F. ABEL.* HENRY W. BIKLE.I HOME, SWEET HOME. BY ANNA G. SIEBER-The home is a divine institution, founded when God created our first parents in his own image and placed them in that home of prim-eval innocence to form the nucleus of the race. Even since the fallj which "brought death into the world and all our woe," the home bears the marks of divine fingers. Here love's first and finest feelings find expression and the wholesome restraints of government begin their peaceful sway. The Father of us all set the solitary in families and bound them together with ties of mutual sympathy, mutual depend-ence and mutual helpfulness. From the begin- THE COLLEGE MERCURY. 72 ning its divine sanction as well as its divine wisdom was recognized. Among the chosen people it developed into the patriarchal gov-ernment ; among the Greeks and Romans, in their highest civilization, the home was a sacred spot and the family the cradle of social and political power and the school of patriotism and religion. With the neglect of the home and a disregard for the family, came the decay of morals, the loss of power and the fall of the empire. The home must ever be the founda-tion of government, and if the foundations be destroyed, how can the individual, social and political building stand ? If the home be pro-tected and the graces of virtue, education, in-dustry and religion be carefully fostered and cultivated, the nation must live and fulfil her high destiny. The coming campaign will doubtless again fill the air with eloquent argu-ment in protection of the national sheep and the American hen and skillfully fail to mention the imperiled boy in the citadel of the Ameri-can home. Whether our great leaders recog-nize the home in their ambition for position or not, the fact remains the same, that here lies the secret of national power or weakness. There are several insidious tendencies which threaten the national life by destroying the home. There is the mad rush to the large cities early in life to secure financial advant-age. Leaving the pure mountain air, the ten-der ministries of home and nature, the asso-ciations of religion in the country or village church, the simple demands of society, the modern young man is tossed like a toy upon the jostling mass of humanity to "break every tender tie" of home, to live in the city board-ing house or hotel and to measure his untried strength with the powers of the world, the flesh and the devil. His future success in building character that will ornament society, strengthen the church, and protect the nation from potitical peril will depend largely upon the principles brought from the obscure home among the hills and valleys of his youth. The permanence of his financial and social standing must depend finally, not so much upon the tricks of trade, nor the chance of fortune, but upon the fidelity to truth, the per-sistent industry and the self-sacrificing econ-omy, laid stone upon stone, in the tedious for-mation of character about the humble home of childhood. Even wealth or position without these would be a calamity. The mountain stream, bursting from the rock, leaping with youthful glee over many a sunlit cascade, goes hurrying to the broad plain below, to turn the weels of industry, to quench the thirst ol a multitude, to join hands with kindred streams and bear upon her jew-eled decked bosom the commerce of a world. But there are a few simple laws laid down by Mother Nature, from which she must never depart. vSo, from the home must go the forces that will drive the machinery of a nation, strike hands with their kindred beyond the seas, and lift an exiled world back to God. Our success will depend upon a few simple laws which God and our Christian mothers will teach us. One of these principles is that gold must not become the individual's nor the nation's god. There are things finer than gold, more pre-cious than much fine gold. Those invisible hands that bind the gold-thirsty young man to his mother, those imperishable chords that in-crease their tension with distant separation and will not relax through the pleadings of time. Those divine threads that are woven into the web of our lives, in such a variety of color, through so many years of tender ministries, which neither the sunshine nor the rain will cause to fade. That mysterious attraction that tears the busy merchant from his surroundings to hasten to the old home, to feast the eyes upon scenes that will not perish, to quicken the affections that cannot die, to grasp the parental hand that warms with age, and to look upon the face of the only one whose feat-ures beautify with years. What strange calculations are these ! By some irresistible logic, as he stands by the grave of the departed mother, he reasons thus: 73 THE COU-EGE MERCURY. Take these stocks and bonds, these railroad and real estate interests, seize these large man-ufacturing and commercial. enterprises, take this palace of marble and bury them all, rather than let the cruel clay hide from me the treas-ured influence that crowned that life, finer than gold. Wealth must not become our ideal nor our idol. Only as it builds more homes and builds them more beautiful, adorns them with culture and religion, sweetens them as fountains of purity for the healing of the nation, strength-ens them as fortresses for her protection, will it bless our civilization. Another tendency that threatens the home is the social condition which seeks to separate the family. There is a kind of centrifugal force which tends to scatter the members of the household and destroy that bond which should bind them together with a kind of social grav-itation, which afterwards becomes the power of the community and of the state. There is danger of the boys and girls being thrown from the home nest before the fledgelings can use their wings or have wisdom to select their food. There are many temptations to lure them from the tender influences and sympa-thies of those who reared them. Even the recognized helps may prove hindrances ;. the schools that place these young lives in the hands of strangers over half their time from six years of age, the social, innocent pleasures that rob the parents of over half the remainder of their heaven-given opportunities, to say nothing of those attractions which cause many to spend the remainder of their time not spent in eating and sleeping outside of the home. How narrow the margin becomes for the home to do its work. To pi ess the plastic ma-terial into shape, to lay the artful chisel to the stone and hew with loving stroke the perfect form. How jealous the parent should be of these first and best opportunities! How guarded the sensitive plate of the mind and heart, that the first light to shine upon its deli-cate surface should reflect a perfect image ! Is the father anxious to spend the leisure hours in the home rather than in the lodge or club house, or is he too busy with his profes-sion, too closely confined to his business to im-press true character upon his own boy, who shall succeed him in business and become heir of his hard-earned estate ? Has the wife and mother been more anxious to keep flies out of the house than to keep her boy in ; has she be-stowed more thought upon velvet or brussels than upon the delicately woven character of an immortal ; has she studied to make an impres-sion upon fashionable society rather than to impress a future citizen of the State ? The law of nature will not be reversed to make amends for parental indifference or careless-ness. The colors we mix will appear on the canvas, the materials we use in the mortar will show themselves in the building. Is the home the centre of attraction and interest? Then it has its rightful place and becomes the sun of the system around which all things re-volve, from which they get their light and heat and are held in their proper orbits. De-stroy this relation, and confusion and anarchy follow. The home is a miniature government, in which the parents rule. Here begins re-spect for authority and obedience to law, the two great essentials in the security of the State; and if not learned here, may be learned too late to avert crime. Here are developed those finer affections toward brothers and sisters which, when en-larged, produce true patriotism and make "the whole world kin." Here under the form of possessions acquired and protected, the true right of ownership becomes early established, that true love of country may become the en-larged law of self-protection ; thus combining the law of chivalry to defend the innocent and the heroism of the soldier to protect the nation. The social and national life are found in min-iature in the empire of the home which, when properly controlled, becomes the ideal of the national government. The King rules his subjects with a father's tenderness. The sub-jects obey the laws, prompted by filial grati-tude for the general good. An injustice against THE COLLEGE MERCURY. 74 one member is an offense against the whole body politic. Suffering in part enlists the sympathy of the whole. A cry of distress startles the nation and all the nerves of sensa-tion carry the news and the alarm brings re-pair and relief trains over every highway of approach. The homes of the nation must ever be the fountains for the public school, the supply for the church, the protection of our liberties against internal and external foes. These must be the watch towers, and the sons and daughters the real standing army to protect our civil and religious liberties. The thousands of men who live on wheels, without a sure place to set their feet, must have a starting-point and a returning point for their souls, a tension to hold them in place more binding than the rules of the business firm, a restraint to stay their feet on the verge of temptation mightier than law, an unseen angel to stand between them and sin, to guard them from its blighting touch This starting-point is the Christian home, this tension, the mystic chord that binds them to the altar, this angel, the messenger that sits in the temple of the memory and holds the wife, the mother, the innocent children before the soul. The home is a type of Heaven, the perfec-tion of future blessedness. God, the Father of us all, Christ, the Brother of us all, we, the children. From the imperfect to the perfect, from the trial to the triumph. We are but children away from home. Earth is but the play-ground. We stretch onr tiny hands toward the stars glimmering in the dark-ness that surrounds us. We tire of these earthly toys. We cry, in our distress, to grasp the eternal. The father hears his lost childrens' piteous wail and calls us home ; sweet, sweet, home. ROLL OF HONOR. FIRST HONOR. LUTHER P. EISENHART, York. D. EDGAR RICE, Chainbersburg. GRAYSON Z. STOP, Frederick, Md. EDNA M LOOMIS, Troy. GRIFF PRIZE, FOR BEST ESSAY ON HOLMES AS THE POET OF COLLEGIANS." LUTHER P. EISENHAET, York. HASSLER GOLD MEDAL, JUNIOR LATIN PRIZE. ELKANAH M. DUCK, Spring Mills. WITH HONORABLE MENTION OF GEORGE F. ABEL, Philadelphia. BAUM SOPHOMORE MATHEMATICAL PRIZE. JAMES A. MCALLISTER, Gettysburg EFPIE ELIZABETH HESS, - - - - Taneytown, Md! WITH HONORABLE MENTION OF EDMUND W. MEISENHELDER, York. EDMUND L. ROLLER, Hanover. CHARLES T. LARK, - - - - - - Millersburg. WILLIAM H. SPRENKLE, - - - Jack's Mountain. ALBERTUS G. FUSS, . Williamsport, Md. MUHLENBERG FRESHMAN PRIZE. FOR BEST GENERAL SCHOLARSHIP. HENRY ALBERS, JR., Jersey City, N. J. WITH HONORABLE MENTION OF ARTHUR STC. BRUMBAUGH, - - - Roaring Spring. STEWARD W. HERMAN, - . York. PAUL H. BIKLE, Gettysburg. REDDIG PRIZE IN ORATORV. ANNA GERTRUDE SIEBER, . Gettysburg. WITH HONORABLE MENTION OF HENRY WOLF BIKLE, Gettysburg. GEORGE F. ABEL, Philadelphia. *—♦—» COLLEGE COMMENCEMENT PROGRAM. THURSDAY, JUNE 18, 1896. Latin Salutatory, GRAYSON Z. STUP. Christianity and the Working Class, - WEBSTER C. SPAYDE. Municipal Reform, . FREDERICK J. BAUM. Cecil Rhodes, -. MERCHANT TAILOR flje tat Work at uje) NEXT DOOF* TO 5 Suits from $12,00 to $40.00. Lowest iPrkss, \ P^^f' J Paots from $00 to $121, ^Centre Square.^ COLLEGE OF PHVSICIANS S SURGEONS, The (College of Physicians and Surgeons of Balti-more, Maryland, i.s a well-equipped school. Four ses-sions arc required for graduation. For full informa-tion send for the animal catalogue, or write to THOMAS OPIE, M. D., Dean, Cor. Calvert and Saratoga Sts. c_£p»Established 1876.-5-5 *PBN110SB SfYBRSJfc WATCHMAKER AND JEWELER, Gettfsborg Souvenir Spoons, College Souvenir Spoons, No. 10 Baltimore Street, GETTYSBURG, PENN'A. J. A TAWNEV Is ready to furnish clubs and boarding houses BREAD, ROLLS, &0., at short notice and reasonable rates. Cor.Washington and Middle Sts., Gettysburg. WiiWlsiHoSwiit DEALERS IN Fresh Beef, Veal, Lamb, Pork, Pudding, Sausage, HAMS, LARD, &c-., GETTYSBURG, IMIM'A. JOHN L. SHERDS. NEW CIGAR STORE Next door io W. M.

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

Issue 3.5 of the Review for Religious, 1944. ; Review :for Religious SEPTEMBI~R 15, 1944 Forestalling Pains of Purgatory . Clarence McAu]|ffe. A#ostolate of the Cross . Robert S. Bten ¯ Sanity and Sa ,nctity . G. Augu, sfine Ellard ~Bur~s~r General of Religious Institute . Adam C. Ellis. ~ Are You Sbrry for Your Sins? . Gerald Kelly~ I~ooks Receiged Communlca÷ions Questions Answered~ D~ci~ions of the Hbly See NUMBER-5 " REVIEW FOR RELIGIOUS ~ VOI£.UME III ;EPTEMBER 15, 1944 NUMBER CONTENTS FORESTALLING THE PAINS OF PURGATORY-- Clarence McAulit~e, S. 3 .-. ~. 289 BOOKS RECEIVED ',. " 296 THE APOSTOLATE OF THE CROSS Robert B. Eiten, S.J. 297 DECISIONS OF THE HOLY S~E OF INTEREST TO RELIGIDUS366 OUR CONTRIBUTORS . 306 SANITY AND SANCTITY--G. Augustine Ellard, S.J . 307 BOOKLETS ON VOCATIONS . 325 COMMUNICATIONS (On Retreats) . , . 326- THE'. BURSAR GENERAL OF A RELIGIOUS INSTITUTEm Ndam C. Ellis, S.J . 329 , ARE YOU SORRY FOR,,YOUR SINS? Gerald Kelly, S.3 ~.3.3.5. BOOKLETS . 348 BOOK REVIEWS (Edited by Clement DeMuth, S.J.)-- St. Dominic and His Work: Father Tim; The General Who Rebuilt the Jesuits; My Father's Will; A Key to Happiness; The Eternal Priesthood; An ~Introduction to Philosophy; JummariUm Theologiae Moralis ~. 349 QUESTIONS AND ANSW'ERSm 30. Entrance into Novitiate after lapse from Faith .". 357 31. Meaning of "Patrimony" . . 357 32. Excommunicated Persons and Sunday Mass . 35~ 33. Asking Pardon after an Offense . 359' *" 34. Quality of Benediction Candles . 360 35. Position of Candles and Flowers on Altar . 360~ REVIEW FOR RELIGIOUS, September, 1944. Vol. III, No. 5. Published bi-monthly: January, March, May, July, September, and November at the College Press, 606 Harrison Street, Topeka, Kansas, by St. Mary's College, St. Marys, Kansas, with ecclesiastical approbation. Entered as second class matter January 15, 1942, at the Post Office, Topeka, Kansas, under the act of March 3, 1879. Editorial Board: Adam C. Ellis, S.3., G. Augustine Ellard, S.J., Gerald Kel!y, S.3. Copy?ight~ 1944, by Adam C. Ellis. Permission is hereby granted for quotation.s of reas, onable length,: provided due credit be given this review and the author. Subscription price: 2 dollars a year. Printed in U.S.A. Before writing ,to us, please consult notice on inside back cover. '-~i'~Y GIVING the rock a double strike in order to'prodh(e, v;'ater for the Israelites._'(Numbers 20:11, !2), Moses '~ ~oPAINS OF PURG.~TORY "~" :~. .~, "~Granted these cioOnn d.i.t S, .how~ can e levee ,lm " un- -t~.in21of ~emporaLlSunishment thai: ~asts ,its shado.w upon.,, our lives? First of all, by indulgences. These favors granted ~-" by~.~he-Church aim directly at'the deletion of temporMpuia ishment. A ~in~le ple.nary in.d, ulgence, gained by one who . has,had all his venial sins forgiven, annihilates ,at once eirery ~.-, l~it'of this punishment, r~gar~lless of the ~iumber or grav{ty "of his past offenses. As ~as-pointed out by, Father-Thomas A."~O'.Connbi; ~S.J:, in this RI~VIEW (November, 1942,. ":PP" 3-82~389)~dvery religious ~and priest may: easily gain five such plenary in~dulgen~es every day, ~6qcever, even ~if we n~eglect these opportunities, we. 'very likely ~gain~,~ucfi ~pl~nary indu~.gences perio~dically during the year, for in-~ stance, a~ yhe. c0nclusion.0f our annual retreat and, during .the, Forty Hours. If some past venial sin still lingers on o~r soul so ~;that the. plenary indulgence cannot produce its full eit'ect~, it nevertheless remits a part o,f our t~mporal punish-ment. . Besides plenary indulgences, all of us gain many paifial one~; especi~alfy by~ use. of aspiratiofis. These. accord.i.ng to ;their-designated value may i~emove hs mu~h temporal p.u~n-i~ shrrient as was taken away by fifty dr a hundred or five "hundred days of rigorous canonical pen.ance in the early ChurcH'.° When we reflect h6w, severethese penances:w~ere,. ' W~ must admitthat an indulgence, even of fifty days, must :' make,deVastating inroads on our sinful debt. But indulgences are not the. only-means~at our disposal. t~v~ry _fime.~ tha~t'we approach "the Sacrament'of Pen ask .God., fo~? many other ~pirittial bles,~ings: in i]Sra.y~ers. In the same+ way we may ask this fiivor+and it ;will be'granted. -- ~Finally, we should remember that ~ome other living d> person may be offering satisfaction for us'and so b~ reducing ~" our t~emporal punishment. I~ is impossible, of course; for_. Other p~ople t6 apply their indulgences for us. It is also impossible, for them to transfer to Us the au~om~tic.r~emoval .of tempora! punishment proceeding from their assistance at ~Ma~ss; their;reception of the Sacraments of Penanc.e, and Of Extreme Unction.~ But they may give us the satisfactory ~ 'valge _of their unsough'~ suffe_ring~, of" their "prayers, fasting; almsde~ds and Other Works of piety,", and of all theit other good a~tions,of each day~ We on our part can ~\i-'~e~r~Srm.an act of charity by surrendering the Value ~f so.me of Our own satisfactory works for the °benefit of others.~" " Faced by such an array Of evidence,_, we must co~ncludi~- Ythat.it is quite possible for any ~onsdcrated' .person to die ¯ with all .temporal punish~ment for past' forgiven sins removed. ' In fadt~, it is highlyprobable that many religious' ~do ~o die. It is even likely, that many religious contribute generously-to the~ spiritual treasury of the Church by ~ acquiring much 'more expiatory wealth thin they them: o selves need. These thoughts should non-induce;any remiss-ne~ ss on ou~r-part in ou'r efforts, to gain such wealth, since we do nbt know precisely the size of our sinful.debt. In addi-~ ~. tion, every one of the satisfactory works mentioried also has a-nieritorious aspect, s~o that their perfo~rmance necks_-." sar~ily results-in a greater degree of glory in heaven. Ma,y we then say that rn'ost~ consecrated .persons nearer dday in purgatory at all? Not necessarily. The ~videhce~. ,adduced in this article sirhp!y indicates that Such persons; ;~can escape purgatory.as far as their temp.oral debt for past -~ _ 295 CLARENCE MC ULIFFE °~ ~ forgiven iins is conc~rned~ -But.pu'rgatory. may;open.its doors on ariother score. We may. have on our souls a~ i:leath;~ .many venial sins. ~hat have never been-forgivdn. Sii~cetheir ~uilt yet remain's, tiaeir temporabtSuni'shment will havei6 be,undergone in purgatory,, because temporal punishment may.never be, ex.piated previous to the remission of guilt. N~vertheless, solid evidence could be adduced to prove that ~religious can die° with every t~ace, of sinffil guilt rembved so. that they would enter with6ut any delay into the of heaven. ¯Book~ Received (From dune ZO to August~ 20) B. HERDER BOOK CO. St. LoUis. T~d Philosopht, l of-St. Thomas Aquinas. By Hans Meyer. T~anslated ~b th~ Reverend Frederic Eckhoff. $5.00. The Ascetical Life. ~By the R~,erefid ~ Pascal P. Parents, S.T.D., Ph. D., J.C.B. $2.50. The ,8ouls. By the Reverend Wendelin Meyer. O.F.M. ~nd Others. Translated~by ~he Reverend Andrew Green. O.S.B. $3.00. =Deaconship: Conferences~. on ihe, Rite o~ Ordination. By the Reverend Aloysius Biskupek, S.V.D. $°2.50. Molders of the Medieval Mind: The Influence of the Fathers of the Church ~on the Medieval Schoolmen. By the Reverend Frank P. Cassidy, Ph.D. $2.00., THE- BRUCE PUBLISHING COMPANY, Milwaukee. ¯ A ~,Vorld to Reconstruct:-Plus XII on Peace and Reconstruction. By Guido Gbnella. Translated-by the Reverend T. Lincoln Bouscaren, S;2. ,under the ¯ ausI~ices of The Bishops' Committee on the Pope's Peace Poifits.~ $3.50. ~ The General Who Rebuilt the desuits. By the Reverend Robert G.- North.: S.d. $3.00. THE NEWMAN BOOKSHOP,,Westminster, Md. Humiliql of Headt. By Ft. Cajetan Mary da Ber'gamo, O.F.M.~ap. Translated by Herbert Cardinal Vaughan. $2.50. " Abridgment o~ the Interior Spirit "o~ tb~ Religious of the Visitation of Hol~l Maql. Explained by Saint F~rancis de Sales. Revised translation from the French Edition of 1914. ~ $1.25~ THE MARlST BROTHERS. St. Ann's Hermitage, Pougbkeepi~e, N. Y. "Oar Lafly's Praise. (In poetry'). Compiled by Brother cyril Robert of,the' Marist Brothers of the Schools. $2.25 . _ THE ABBEY PRESS, St. Meinrad, Ind. ~,~Do 1 Reall~l Believe?: Meditations' 6n the Apostles" Creed. By the Re~'erend Henri Lebon. S.M. T~anslated by the Rever'end~Peter Resch, S.M. $2.25. FIELD AFAR PRESS. New York. Mar~kn611 Mi~'aion'L~tters: Volume 1. 1944. $.50. " . , 296 " " heApos :o!h e of Cross Robert B. Eiten, S.J. C~UFFERIN~'andthe cross are bard for all of us. ~ pine u~nder their weight. ~vre are constantly forced to seek ne~w and striking motives for bearing them. ~t : one ,time perhaps the motive of self-preservation or , " "keeping spiritually-fit" made a ~trong appeal t0~us. Agair~ ~we might have turned our eyes to the p?~st and" seen -° ~p.~rso.nal.siffs.~ Right order demanded that these sins. be ~-~ expiated; hence the motive of expiation for our person.ai mental,health is a matter 0f~'developi.ng rational habit~. o- Given~sani_ty and grace, spiritual perfection depe.nds upon '- ~-buiiding up supernatural habits. ,° -. ¯ Analgsi~ of the Irrational Of both'health of mind and ascetical perfection the dbadly enemy is unreason, or better, irrational emotion. .What St. Augustine writes of sin is true ,also of every ,unsound habit. "It is not wrong to say thaLevery sin i's a falsehood. For eve.ry sin is commited only.with the inten- ~ fion that it sh6uld-be well'with us, or that it Should not be evil with ~s. Therefore there is the falsehood that, although . so.methingfis" done that it may b~e well -g-ith us, it is ~hence , really rather evil with us, or that, although something is done that it m~iy be better with us, it is thence ~eally rather worse with u.s" (De CiuitateDe/. xIV, 4).ludas's experi-ence, partkularly his disappointment with the thirty p.iedei -6f silver;, is a good illustration. Accordingly, in "every unwholesome habit, as well as in every sin, there is a cer-" taih sel~-contradiction', ~elf-deception, and self-frustra'tio~. One seeks satisfaction and gets d~ssatisfaction, or at least if /he doesget a certain satisfaction, he also. suffers a greater ~ dissatisfaction. He looks for the truth and finds an. untruth : he'inten~ls good and brings evil upon himself: 'What :is fals~ can be accepted only under the guise bf truth, andevil . .-can-be willed 0nly under the fallacious appearance .of g_oo.d. Bgth in unhe~ilthy and in sinful habits two esi~ntial ,,.elements are discernible: a false judgment,, giving diiec.tibn, and an emotional force, fundamentally go_od., but mis-directed, an_d" moving to action: If there were no erroneous judgment, one would b~ acting ~in accordance ~with trfith ~nd goodness, and hei~ce rightly. If there were no emotion, there would not be any action at all. It is as if a business::" 309 man invested money to make a profit and sustained aloss~_ or astir a sick man meant to t~ke a medicine and ~drank a~ poison. .Thus the scrupulous man seeks to please God anff by his irrational behavior does what is objdctively dis-: pleasing to Him,~ of~he strives.to make his salutation mdfe' secure and~ at the, same time by-his wrongheadedness really' renders it less certain, or he tries to fulfill the tiniest jot and -~tittle, of tl~e.l"aw and violates the fundamenfal principle~o~f la~ that one should 15e sane and rational. Mor~eover, in both~ the psychical and ethi~a,1, spheres it is mogtly t~he same-emotional forces that ~ause'the trouble: namely, the ego-instinct orpride, the sexual urge, fear, and sadness.° "- ~ _. Fivg Wags of~ Meeting Problems Functional psychic- disorders commonly originate conflict with 0some.~u._nplea~sant reality Which frustrates' br .threatens tO frustrate_~one in s6me way. There are eraL possibilities. "Some m~ke the right and in ouk,case; it would b~e the ~religious Yeaction: they face the ,facts -squarely, . see what is to be doneabout them, and then d0it promptly and courageously. Other are not so happy. Some "take to flight. A soldier who is afraid to. fight and also to °admit it, conveniently becomes blind or paralyzed, and is excused; thus he saves both himself and the respett in which. he is held by himself and others. Another man withdrav~s into a dream-w0rld of his own creation. A third over-" ~whelms himself with external distractions: A third group ~ of people [ightltheir dit~iculty, but not in the normal way. ¯ , A man who is overtimid before other men, intimidates a~d browbeats his family, and~thus compensates. An indication . of this t~endency in human nature is observable in the fact that oftentimes the ,less one's authority, the greater.~.the show. that one makes of it. ~A'ma;a who is fearful of his ° ability to rCsist the attractions of women, may. carefully 310 ~ September)' 1944 ~ ~" , ,~ .9 ,SANITY AND SANCTITY -cultivate a dislil~e and ~ontempt for ~ll the fairer h~lf"of the "~hUman r~c~e, and never miss a chance to disparage them. A ~po~ential drunkard may become a rabid teetotalist.'- wh~o tAri efso utor tshe rcvlea stsw oof m paesrtseorns,s c, olrinkper othmeis em wain.~ ihnt htehier ~G doisffpie:l .~ulty. -An ambitious young priest sets out t~make. tinguished career for himself;~dne~that is rather high for limitations. ° Gradually he yields before great flifficulfies. But he doe.s.not give up hi'aim nor,the ~atisfaction that the - thbught of it brings. He concentrates attention ~on all the \~obst~iCii~s in his way, exaggerates them, perhaps adds a few. ~'of his own niaking; and finally reaches the c6mf6rting~ on-clusion that, alth6ugh now he cannot.reach that goal arid thus show his worth, still, if it were not for all those unfor-ti~ nate circumstances, he could have distinguishdd himself. His s~If-'safisfaction~, is saved. The fifth group simply ~ive up in defeat. Then they may fret ii~way t~heir lives in worry 6r anxiety or sink into the dark depths 'of melan- _~choly and despair.- ' The Influence of Habits With organic psychoses and neuroses, that~is, major and minor mental diseases due, foi instance, to an injured '~.o~'dition of the brain, we are 'not at all concerned in. this ilrticle. Functional psychoses and neuroses have rio demonstrable organic basis. It seems to,~be ciuite" true--all .preventive measures and hopes rest largely upon-this pr, em- ~i~e.--A-~tha~ many persons who have c_ontracted these f.unc-tion~ al disorders could have avoided them if they had intelli . gentler and earnestly disciplined their habits.of thinkihg ~ and f~dling, or, in other words, if they had striven to see and e~valuate'things as they_ are and to modem.te their emotiofis accordingly. But they did not; ;ind the cumulative~effect of .lon~-continued carelessness and drifting leaves~ them m_ore "~ -~3. AUGUSTIN~ ELLARD* -or Iess d~ranged. Reoieu) for~Reli~iqus.; There is nobody .who_ is pe)fectly :n6r- , mal, th~ abnormals being like the rest of us, only mor~ So. ¯ Every_one ha~ some habit or. 6ther which he wou~Id, do wel, I to coriect, both for the health of "' his soul. "No excellent soulis exempt from some admix-f~ lure of madness" (Aristotle). It is with these habits that ~-tBis article is ~oncerned, not with those of persons who are. ~ _ al_ready neurotics or woi~se. Extroversisn anal Introversion Before we discuss'particular l~abits,it may be well:oto °notice two general tendencies of attenti0.n and interest, which, if carried too" far, can become very harmful both to personality and to-the spiritual life, namely, extroversion :and introversion. Extroversion, an inclination:to occup~,, "~neself with what is outside of oneself, may lead to ignor ance of self, thoughtlessness, shallowness of character,: and ~a n~glect of all the greate'r and better things. It is naturally apt to end in that excessive giving of oneself to externals which is a'special failing of ma.ny m6dern religious priests and-is so 6ften #ep~)ecated now by ascetical writers. It is contrary i_n tendency to all-that the interior fire'implies. .RecolleCtion would be reduced to a .point approaching zero. Turning to external things is a favorite means of esc.ape frbm the unRleasantn~ss of living with ~3ne's own imperfedt self and from the goadings of grace when on~ is not on the~ best of speaking terms with God. A~y"religious who is so Vehemently and incessantly busy talking o~ working exter-~- nally°tbat he can hardly think of anything else, would "illustrate v(rhat is meant by the extroverted pers6nality. Extreme extroversion as seen in certain demented persons is often termeffa "flight into reality.-" Introversion, a propensity to keep the ~nind turned - inwa'rd upon itself,-involves the dangers c;f-morbid intro 3 12 ~ ~sp~cfion and0f ge~fing to0 far away from-~rhe "real wo~ld.1 ::Th~ Jn~rover~ may be¢6me ~bsorbed or even lost Jn ~labyrJn~h 0f ~is ow~ ~hou~h~s, fe~1~ngs,. ~nd fa~cJ~s. ~He ~s more apt ~o be brooding, m~dy, and anx~0us: Morally, " be ~S ~n grea~er danger ~f being too self-centered, a~d of'all. ~e.evts ~ha~ go wi~h ~ha~ m~d~fion. He ~ends ~o become unfi~ m l~ve ahd, work w~h o~hers. ~he worst form Jn~r6v~rsJon Js exemplified by ~ose pafiems Jn asylums ;~o~ completely w~dr~w Jn mind from all external reM~ Jry. The Jn~e~rare~ person, ~nd ~be good relJ~Jou~ will Cs~ve r~ S~rJke a ha~py balance ~b~ween extroversion and Unwholesome Intellectual Habits '. ~Am~ng particular bad habits that-call for. discipline, as the psychologi~ would say, or for m0rt~cation, to u£i ~. the ascetical term, the ~oll0wing may. be instanLedf Those . ]in_which self-deception seems more prominent ,will be con 3jdered first, and then those in which the emotional element " has a certain predominance, Of the many ways described ]-by psychoJogist~ in wIich'people deceive, themselves, these'-- ~-~ five seem to be the most significant for our pu~ose. , ~ ~ -: Since sanity consists in contact with reality, it is evident" , thht:~vasion of unpleasant tr~ths is, no part of it.- A certain .amofint of evasion is Vffy.-comm0n'and ~ithin th£.timits of . "the normal. But it.tends to grow from bad to worse,.?nd hence it is excellent material ~or disciplih~ or mortifica[ion. ._. ThoSe who evade disagreeable truths are the persons whgm - ~e hear likened to ostriches hidin~ their heads in the sand~ . .:Simply ~urnin~ away may bring relief for a time;, but :may also ha~ten disaster, ._ . " One may dissimulate or suppress the truth of a dis-tressing fact inone's situation or condition. Fo~ instahee, a man is told by his.physiLian.that his blood-~r£ssure is -=313 Gi AU.~3USTINE ELLAR~. ~ . . o Reaiew t:or Reiigi6us" gettifig. too',high. In.stead'~of a~ep'ting th~ diagnosis an~ r~gulating his life according!y:, ~he thi'nks as little-as pbssi-ble .of the matterYand acts all the more strenuously as if in an efforl~ td prove to hi'self ahd to others that there is nothin°g~ ,wrong with him, and. least of all; high blood-pressure. Similarly, a devout .man is wa~ned by his confessor, pos-sibly by a succession of confessors, that he is s~rupulous." ~.Not only does he not ac,quiesce, but he goes on to do all thSt he can to convince himself and his confessor that he is noi~ scrupulous. If he fail~with one, he pro.ceeds to anoth4r. And meanwhile he is.getici~g farther and fa~the} awffy from reason and religion. . - -~ , . Sometimes people dissemble to themselves the fhct that~ great obstaclds stand in their way. Before they meet them, - they dc~ r~ot lose their courage, but neither do ~they take~ the necessary steps to cope; with them. Thi~y seem to think-that ~ by shfftting their eyes to tlSem, minimizing them~ or, as .it were. laughing them .off, they will-somehow overcome= them.Lady Luck may take care of them. A pious rnan~- -might. say "Providence!' will do it.Sr. X's difficulty is a -qUick and Sharp tongue. Instead.of considerin, g her prob-lem., understanding it, arid seeing what is to be "done about it~ she givesherself up to a va~ue hope that somehow'God's "grace ~vill solve, it, and thinks: no more about it. There~a-re others who manage, to blind l~hemsel¢c~s ~to their Failures-or at least to acknowledge them to thee least-p6ssible extent. "D6n't worry abgut spilt milk." ~ommon and idjurious mode of evading the.truih about. ¯ ,one s deficiencies is to blame .other persons or unfavorable circumstances for them. They are like the football fans-who gladly take all the credit for victory when t~ir team wins, arid who, whenever~& loses, have a multitude- of~ excuses and explanations, ";without, - however, ever gi~ing credit to the other'side forsimply being superior. A teacher 314 Septer~Ber, 1944° ~- "- .SANITY. AND SANCTITY "whose w0'rk is n.bt,tip the-the mark m~y explain~i~- all by refe~rring to the poor qUali(y of the class,~interferences fro~ the principal, un.satisfactory textbooks, a noisydassroom, and so 6n--anything; in fact, except personal deficiencies. - Akin to evading unpleasant truths is-the d~d~lin~.l ?esponsibilitie~. When a man frankly, that is, without_ ielf-deception, refuses to do whavhe knows he ought, to do~ t.he fault is moral. When the mind is so deranged, that therb is no lor~'ger an.y moral imputability and one,shirks~a the fault is merely psychic. .In between these two extremes there ar~ infinite gradations-and combinations of both moraband psychi~ failures, 6f illusions arid bad will. of the corrimonest means of escaping a disagreeable dUSty ._ .and of avoiding embarrassment at the same tinie is to develop, more or less-unconsciously, Or to ~magnify~ a-~'- physicid disability of somekind. No doubt every-ieligious superior"who ,has had much.experience, knows of subjects ~who shirked disagreeable obligations or assignments on the ,plea.of illness or incapacitati_on'that was psychic ratherthan physical. Recourse t6 prayersometimes appears to,be an. example Of dodging, a practical i~sue. Sr. Y comes t6 rea~lize tha~. fhere is a considerable degree of disobedience in-her life. She recalls tl~e magnificent promises of results to those-who pray. Then, instead of clearly formulating to her~ self-what is wrong, what She should do abou~ it, why. she ~boul.d do it, and _by what means, she plans a novena, to :St: 3oseph, so m~any Memorare~s to ~he Blessed Virgin, ~ _such and such prayers to,the Little Flower, and so on. Thus she distracts herself from what she ought- to do. hdrself~ P~ously and comfortab_ly she goes on; so.does the disobedi-ence, !ess piously, but comfortably.- , Rationalization is the proce.ss of making action_that :is unreasonable seem reasonable. PrObably it is thecommon-est- of all the mental distortions pointed out in these pages.- 3.15 G. A~2.G'USTINE ELI~ARD -~Retyiew,[or Religious There is hardly a humah being who d~es not resort to it at times aiad in some measure. Vdry.powerful and ~ersistenk urges impel, us todo thirigs that are r~ot quite right, and at the same time twist our thinking just sufficiently~toenabl~ u~ to feel more or l~ss justified in doing them. On the one hand, those impulses are extremely:strohg, and on the oth.er, we ekperience a certain necessity of being,,or at least -of, appearing to be, rational/both in our own eyes and~.~ .espec.ially in the.estimation of Others. Rationalization su~-~ plies the way out of the difficulty. '~The"rationalizer dab- 6rates- convenient and reassuring, deceigtions,° for himseli~, and Often. alsd deludes-himself into believing that other~' do not see throtigh his fiction. Extreme forms of rationaliza~- -tion are found in. the insane.Rationalization is probably exemplified every day in ev~ery religi6us house. It is the favorite meahs of-taking the edge off the exacting principles of asceticism and the int~rnvenient obligations' 6f the rules,. -and~of making life under them more agreeable. ). One of the worst forms of flight from reality-is day-~ . drearning.~ - It octurs in all degree~ from that which is nor-mal. to that of the utterly insane. It is especially liable to develop "in persons who are inclined 'to remain shut:in within them.sel, ves, whose surrou;adings are dist~ressin_g, and .who have lively-imaginations. If. things are painful "~Well, at least," one may say, "I. can create a world 6f my own where there will be some sort of satisfaction for me. In" fa~t, there, in fancy, ! can have any pleasure that.I Wish." As daydreaming grows.,-it takes one further and furthe~ from real life : hence, its evil aridHanger. Idle reverie in a r~ligious is at best just so miach energy, a;ad, time diverted from his own sanctification and tlse accompffshment of the task ~ assigned to him by God~- M6rtifying the" propensity° to,it would contribute to integration of personality, .to greater holiness, and to haore, efficient usefulness to others. 316 "Septembir~,',1944 - " ~ - - SAIqlTY AND sANcTIT-Y ' A, marked tendency.to, suspiciodsness is- not,a'good stgn. df rob~st~and depe_ndablehealth of mind~ .it'involves~:fte,°o q{aerit~ deceptions of self, engenders e'ver'y sort of dhrk.affd blister fe£1ing, and lessens ol{e's fitfiess to live and work w.i~th -~others. In a religious,, suspiciousness 0fsuperiots can gb so far a~ to become positively pathological. There are religious who easily ,develop a martyr- omp'lex. Brother X, a man of v~ry good ~will but poor 'judgment, has often had to be corrected bj~ his shpefio~s. He is fully conscious of his good faith. After~a tim~, he notices that although behas beentrying very earnestly.to°~ d9 the right thing, he has-ndt met with approbation and "_erfcouragement, but rather, as i~ seemed, j~st the contrary. He ~recalls. that God often allows His l~est servants to b~. persecuted. Finally,. he concludes that be'must be-in that class. ,From then on every unpleasantness met in his rela- - tions~with, others and particularly every admonition given~ by superiors is'interpreted'.as one m6re indication that he is beingperse~uted and thathe_ must.be a ,great°favorite-wi~h 'Heaven.~ . Wha'tever i~ done ~o make him see~the light ts taken to be so much more molesfation. ' Another bad habit of mind is found in many people ~. ~ who, are b0tl~ered, with irisistent,, umvelyome, .thoughts. Some of the best igeople are distressed in this way with the~ ~orst thoughts: - Ideas of the most repuls~v.e:nature force-fully~ obtrude themselves into'.the mind, even at the most-sacredo- mom(nts or places. They are utterly out 'of keeping~ ~Twith the character of the person whom they aftlict, and are felt, as if by some external force, to be imposed upon one "-._ They are not ordinary temptations, hnd should" not ~be ~resis~ed as ifthey were n~tural movements of resentment:o'r. o~ncupis~enc.e: Fear and autosuggestion may be factors in b.ringing;them ~ibout. .Recognizing them for what they~ are, avoiding fear of the~, ignoring~them, andan effort tO 3i7 .~- ~. o ~-" --. ~ ~. ~ L~",,~- ~.~ '~ o ~t ~AUGUSTINE ELLARD~ ~ , "~ ~, R~ie~ for'R~ligious remain indiff~)rent ~toward them ¯while preserving ~;ne's, self- 'possession, a~e more effective, o_ -~_~ Unwholesome Emotional Habits The se'cond, and perhaps the more'important,-eleme~t in every,irrational, and also every irreligioud, reactign,., is ~affective or emotional. It is this that adds power, some-times compell'ing pdwer, to them, and leads to action. Cer- ¯rain cases, out- of many, will be indicated in the f611owing ' paragraphs ~ Nowadays we.are always hearing about int:eriori't~t [eelings.,and their injurious consequences. Obviously, sense o]~ inferiorityis humil!ating and.embarrass!ng: B~- sides, when not-well borne, it begets depression, fearful-ness, discouragement, and a disinclination to exert orieself. --So may fal~e humility, tn these dispirited states of soul. some people~ m.ay stick: But others undertake io do some-" o rising about it, though they are not in the.best condition-t0 judge what should be done,, and then dissatisfaction with ~ "- one's !nferiority and the desire to.be rid of i~ or even to-secure a certain, elevatidn over othe_rs, may lead to a great ~. garie.ty ofpersonality.fa9lts. ~These efforts may be of two general kinds: disguise or compensation. ~ Attempts. to con-ceal ohe's inadequacy .involve; falsity ~and duplicity, not 0co, nducive to the unity thatcharacterizes an integratedper-son. If they be kept up for long,.they may ,bring about~ stra!n and unnataumrOacl~ a.h.t.y. Moreo~'er, the cha_nces.are' that-they~ v~ill be °unsuccessful, and ~leave the~hypoc.rit~2 feeling more inferior than ever. Unsound.forms of comp~fi sation that occur are, for example, exaggerated aggressive- -.ness, fan~aticism, blustering, excessive reforming ze.al: unrea~0n~ble c.ritic~ism Sf others, extremes of conduct, d~: ~" matism, rigorism, tyrannical domination, and a hos~ - 31'8 September, 194'~I~ ~" ~ " " " SANITY,ANI~ SANCTITY A~sense of .l~ssene~d worth neednot,.bemJ.U. rzoys" ' . ~' to one's pers0n~lity. Of all p~ople?the Saints felt thifir worthless- -. ness~'most keenl~ and acknowledged it most Openly. CerZ tainly some of them r~garded themselves as-the wo]:st of all fiu~an beings. But their ge~nuine, not false, humility, t.oge.th'er :with other virtues which balanced and Suppl"e- ~mented it, was an antidote that prevented them fr0m~ °requiring a psych, iatrist~s attention; in fact,~it-became one of[the foremost reasons for their superior exci~llence.- The "healtlSy-minded and sensible man will take himself as he is,. , acknowledge 14is,,limitations, and,,intelliger{tly and courdge- 0usly make the mo~t of his potentialitie,s. He will not 6v~errate himself and thus. deceive himself, nor b~y. futile at~empt~ to rise higher, render himself_, still more inferior than he. really is. True Christian humility, accompanied l~.y~ confidence in-God and magnanimity, is the sovereign remedy fgr a depressing sense of inferiority, Sex is. also a most fertile hotbed of psychic and moral troubles.° Here especially the right ideas and the right attiv ifudes of will are of supreme importance for those Who would advance in sanity.and sanctity. If one's views are too broad, the'moral life ~it least will suffer, and the mental "may. If they are too narrow, too puritanical, the tumul-tuous currenl~'of"sexual, impulse may demolish the :dikes unnafurally restraining it and wreck everything~ As Horace remarked long,ago, you may.chasenature out with a fork, , ut it v~ill alwa.ys return. This is true in a special way of/ sexu~il~nature. If it is unnecessarily repiessed, sooner or -,later it ~ill emerge again, perhaps in a ,disguised,,and mor-bid form. and with.increased .~violence. Too mueh repres- 1. s~on:would involve the danger of making one a neurotic,. and then What about his chastity?~. Temptations would be multiplied and at the same time one would have less than the normal ability to cope with them. - 31~9 G: AUGUSTINE-EI~LARD - " ° ? R'e~ieW ~o~ Religious The right ~iew of se~ di+ine view of it. It would not .regard ~ everything aboat se~ as bad and ugly. Nor would it ,be-too negative. the contrary,, it would-look upon sex as an integral element in human nature and a divine+creation, and as such, g~od:'. . In the practice of cha+~ity, whether conjugal or celibate, a person would seek, by the e~pression.oP all that is noblest . in him rather than by repression,-to achieve the pbsitive +purpoSes of the law, to develop and perfect one'elf, to beg~t offspring, whether ih the literal, or .the m~taphoric~ ~ense, and to increase o e s love for Him who~ is qnfinite -loveliness and beauty. The.-sexUal instinct, whichr as?a matter of fact, is so destructive to divine love[ can-and~3 ~hould' be integrated with it, ~nd become a most .~o~n~ ~promoter of it. Lack of su~cient instruction can haye tragical" ~onse~ quences. These days there seems to be need of much information in such matters than in the good old Victo~ian~- d£ys, especiall7 from books or the spoken word, The amount that one -should.have will depend upon individual needs find the hature of one's work. Suppression of the desire todearn wfiat one ought to know[-or legitimately might well know would seem to be a good example of the kind of.ihe sup--~ " ~ression that is injurious; beside~;,it .would be a persistent source bf. unnecessary temptations, .anxiety, and strain. Instruction shoul~ extend b6th to the facts and.to one',s obligations. The minor mental disease of scrupulo~F~,~ often thrives on sex-ual ground: .-,_ .An exaggerated conception or ideal tity may mislead .some. Properly-speakifig, the highe~ .chaptiF~ that-is possible for us is-human,, such as, for example, is exemplified in ChriSt or the Blessed ~irgi~ Even they, since they did not experience temptations, can- 320+ ~not be~prox~ma~e mo~ls ~n thi~ ~espect. But'marly of t~e ~rg~n and confesso~ saints went through furious and pro- ~ 1onge~ sie~es ef temptation w~th an inviolate lustre of purity. -~here is mhch in the ~h~story of religion ~and mys- .[~cism to confirm the saying of.~ascal t~at one who unin-telligently seeks to become an angel becomes~a beast. After self-assertiveness and sexuality, f~ar seems to be the most deleterious emotion. ~ople whose personality is ~ore or less maladjusted b~ reason of~fear or anxiety are very numerous. One manifestatio~ ~f it t~at we can con~ s~der briefly is Scrupuios~ty. ~A full treatmenL~how~Ver, of this Specifically religious ~ental malady is quite impossible~ here. Profane analogues of scrupulosity are seen in per-sons who can hardly assure themselves su~ciently that they have, ~or instance, turned off_the gas, or locked the door; or written an address cor[ectly. In a scruple, that is, an irra- ~tiofial fear of sin, the emotional' factor, anxiety, seems to ,be'mu~h more important than the error of judgment. ~hiS~ can be ~emoved efisily by-instruction,~but the anxiety is stili ~here, and not so easily expelled. The first and most e~ca-cious rule for the scrupulous is, according to all huthorities~ to seek competent direction and tO follow it most exactly, ~' li.ke a docile patieht obeying the doctor's prescriptions. - If ~ this is done, the fear will Vanish, or at least gradually a~fophy. Additional means of dispelling it are: not to yield to it by actin~:tq obtain greater security, heartily t~ 59cept the assurances gixen by one's director, .to consider his-judgment safer than ofie's ~wn .disordered fancy, to duiti-vate insight~ into the groundless~es~ of one's apprehen-~ sions, to proceed ~irectl# to do what is feared, to notice that it does not hurt other people, to be careful, not to n~glec~ one's .real obligations, like the Pharisees who strained gnats and swallowed camels, and. finally to ~develop that filial trust and confidence in God which He desires. Cultiva,tinig . ~3,21 G. ~AUGUSTINE,ELL.~.RD, ~ ° ~ " ,~ Revietoffor; Religi6u~ ~ a sense~of-humor nd.the abit of seeing the ridiculdusness- Of one's'sc.rupulous fear is also.an effectiVe remedy. - - A neurbsis that is not Unknown in religious communi-tiesis h.qpgchondriasis, tha( is, a morbid anxiey about~ one'S h(alth. The patient, is perpetually thinking hboul~ it, -noticing.and magnifying in imagination all possible~symp-toms, anticipating_the worst, seeking and using remedies ~alLsorts, watching for their effects, ~comparing his condition today with yesterday, and so on. Meanwhile he is really-making himself.sick, or :aggrav.ating any reaFailments that he. ma~y have. He could cure himse.lf, of his unhealtl~y~ worry if he would follow a course like that recommended o for the scrupulous: or if he would concentrate'on the major, things in life, espe.cially in the spiritual' life. Distracting work-would bep~irficularly good for him.' If he Were more.~ solicitousabout his mental and spiritual well-beiiig, his "health of b~dy would take care of Jtself. " ¯Depression ¯ --Another emot~bn that iblays havoc with the minds an~ :.~ :souls qf-many i~ "sadness. It~ran~es all the way frog"slight ¯ and ~ransi~nt low. . spirits in nbrmal person.so to a leffdi~ag "symptom in some of,~the psychoses. When. due to physi~a!: -conditions that cannot-be remedied, it-should be bo/ne. patiently, like the re~t of'one's cross. Insight into i~ho~e °causes will help to relieve it, and'for the rest, of all people_ the good religious has the least reason for being depressed.~ ¯He should kriow a~d realize tha(God's wh91e plan.for him, ~hough it does'contain 'suffering, is from beginning ~to end_ - ,~ d.esign for'peace and ineffable beatitude. ""W~ know that -o-forthem that love God he worke~h a.ll things toge}her unto, : g0b,d" (Romans 8:28). .find it enlightening and -322 Some depressed religious might encouraging to: read a ~chapter September, 1944 SANITY AND SANCTITY "_"eXplaining St. Teresa~;s ,psychiatry of. melancholy i~ l~er- Foundations (chapter VII). Ps~lchotherap~l o " -- To cure an unwholesome habit (people who have developed neuroses are referred tb the psychiatrists), three .general methods are available: psychagogy, analysis and synthesis, and a combination of both. Ps~tch.agog~ First, one can simply go to a competent counselor,. explain one's case. and carry out the pres~riptions~ as ,a patient does with his~physician. Besides efllight~ening,, per-suading, and using suggestion, a'~counselor can give a~ .troubled p~e~son a, good 6pportunity to talk. It is a fact that in some cases a man caff talk himself out bf a neurosis. No doubt the explanation is that thus the patient sufficiently= clarifies his own mind, gets insight, and reaches emotional" equilibrium. A, nal~/sis arid Sgntbesis Secondly, one may, preferably with the.help of a court-s~ lor, take the~ following procedures. - , . I. Inoestigation. What are;the origin and" nature of the trouble? When and where did the faulty habit begin? ¯ ~What elements in one's external situation or in one's inter; -nal condition could have given rise to it? What factors in one's experience (for example, shocks or frights) or in one's training, help to explain it? What ideas have been guidi_~l~ one?- What emotional forces have been at work? What has one been seeking orshirking? Wil~h.what results? II. Insight. If the investigation has been-successful, insight should follow,.but it may need to be deepened, broadened, and heightened bY much reflection. A maia has " '-'.insight" y~hen, say, he has an irrational notion or impulse~ 323 for ReHpiou_ s ~ _.and recognizes~it as such. W~iters on the discernment spirits would say that he i~moved by an. evil sp!rit, ,hUman of diabol, ical, and realizes that fact. If he can understhnd~ how it came about and its nature,~ so much.the better." If the insight gained be dear and f~Ull, he will then be prepared to treat the notion or impulse as if'it were a sffggestion~ from a ocrazym~in or'a swindler. Insight can ,be suflicientfy--clehr and strong to effec't a complete cure at once: It does awa.5; with the false ideas or °illusions at least. "III. Release of Em'otional Tension. Next one must see ~and feel by all' possible considerations, and work aL it till one really does see and feel, the fol, ly, futility, and:frus-trations of what he has" been doing, and this in,contra~st to the val~uds, positive and negative, of thecontrary rati6nal ~-~,~abits. He must bring himself to realize, .for example, that he hasbeen fearing ,where. in finality there was riothing, tp fear, or desiring what really was-not desirable. Thus the perverse inclination will dissolve like ice before the hot,sun. The secorid element of the irrational, namely, misd~rectedl emotion,, i~s thus remedied. Other means of. reducing unsalutary hffectivet~nsions are i avoiding the.objecys-that~ stimulate them: eschewing thoughts of those objects; ~ expelling~a lesser fear or love by agreater fear d'r love, fear of,h!an, for instance, by- fear of God; arousing in oneself the" contrary emotiori, fbr instance, hbpe against despair; throwing oneself .int~o some absorbing.~external, action; pro-ceeding tO do what. One fears, or to-do the opposite of what, one. feelsimpelled tO.; quiet and rest. Even if a man c~n- ¯ not discover b~r analysis why he has this or that inclination, he is ~ti11 free, if his mental integrity has not been damaged too-much, not to adt on that impulse.~ The a~m is always, not to darri up'the forces of human nature, but to give ttiem wise direci:ion and .wholesome outlets. Here ratib'nal com- 'pensati~n-and:sublimation, that is,:guiding one's instinctive 324 ~ Sep~ember~'lg~ ~ ~ ~" ~, ~ . SANI~ AND SANCTITY "urges toward somethifig equally good of better, ~are emi-nently in~place. 0necould, for-example, seek" eventual ex~ftation throughhumility, ot the grat~cations of love in ~divine charity. IV. Re-educa?ion, Rd~te~ra~ion. 1. Specific }emedial habits are to be ascertained, their adavantages adequately" apprefiated, and then put into practice. A scrupulous per- :son for instance, should avail himself of what. are called ".th~ privilege~ of the ssrupulous." 2. The basic defects in the.personality-which are at the root 6f the diNculty sEould be uncdvered if possible and treated in ~ore or le~s thesame_ wag, with a ~iew to building hp that unity and fullness,; and balance which constitute intdgration of personality. In a scrupMofis)erson.the defect ~ay be a deep-seated timid- ~ To conclude, insight into one's unbalanced emotional p$opengities and control of tbem will give one sanity; a high degree 6f such insight .and~self-control will add sagac- -itE; and, if supernaturalized by graqe, it will bring sanc-" ~tity~ and thus ultimately a rich participation ~n the beat~c .~ision and love arid ~njoym~nt of God. ¯BOOKLETS ON VOCATIONS Halt! Hearken to.the C~{/ of the Children. A PamPhlet of 28 pages, by Fathers Rumble and Catty. The pamphlet was written originally by an Australian nun for Australian girls." Its purpose is ~to give an appreciation of the. work of the tegching Sisterhoods. Price: 10 cents. Write to: Radio Replies Press. St. Paul 1, Minn. "What Would You Like to Be? Aft interesting brochure explaining the-life the Marianist Pries-t, Teaching Brother, and Working Brother. Contains well-chose~ pictures and clear explanations. Write to: Rev. Father Superior, Mount -St. John. R. D. 2, Dayton 10, Ohio. ¯ The Making7 oF, a Man: A pocket-size pamphlet, explaining in general'the ~ ,-vocation'of the Mhrianist, and in,particular t_he life of the "postulate" at Maryhurst, ~ Kirkwodd, '/v~issouri. The "postulate" in this instance is not merely th~ postu~ lan.,cy which immediately precedes entrance to the novitiate, but an entire high school course for~prospecave candidates fo~ the Society of Mary. Write to: Maryhurst~ Kirkwood, Missouri. Reverend Fathers: , When I give a retreat in a hospital-convent, I decidedly do not wish to replace the chaplain H~ may need a vacation: but thai is. no reason why his work ~hould be-added ~to.the burden of the retreat~ master, who must give pe_rhaps four conferences a day, hear confes-sions, keep himself available for private con.sultation, and perform his own spiritual exercises, besides. If.the chaplain must go away just at that time, why not engage another"priest to take his place, so thht the. retreat master can restrict his attention to his own exacting work? I am w~illing to have, and even insist on having, the cgmmunity Mass in the morning and the Benediction in the evening for the retreatants. But I,wa~t nothing more of the chaplain's regular wgrk. Imagine distributing Communion to who l~no~s" how many. patients befor~ M~iss; then, :whewhardly back in the chapel with the Blessed Sacrament, being called to administ_er the last rites to'-a dying persoff~ while the community waits: then after Mass, while ~akiiag the thanksgiving, being called out in a hurry to give Extreme Unction to one who has" suddenly died in a ward; then, after a hasty breakfast, going to say the ritual prayers for the ~lying over a patient; and then rushing to the chapel to give the retreatants theif morning con~er-- ence!' Or imagine.a Sister rushing up to the table in the sanctuars; whil~ you are. giving-a~ consideration ~nd asking you to "Come. quickly; somebody is dying!" But it isn't as bad as alFthat, some may objest. , Oh, but it often is. I. ha.ve experienc~ed it. And. if it isn't, you know that it can be at any moment. A Priest , Reverend Fathers: After each of the three annual retreatS, we discuss the various, points that have been, noticed by different novices. Here are a few. We don't like to have the retrea.t master tall~ right past us to the .few.older. religious who are also on retreat. They've heard mostof it, anyway. The retreat master ought to talk so that we Who have. not passed twenty can get something out of it. .326 ¢ " " CO~UNICATIONS ._- "Let'-tl~e~,~etreat master leari~'something, about our community. "before talking on the "Holy Rule': in general arid making com~ments -on prescriptions_that aren't even in our rule. " We are poorly impressed when tile retreat master comes up the aisle.with a strong scent of perfUrfie trailing after him. He ought t~ let us see ~hat hi~ actions and bearing correspond with 'what he is telling us to do. Let him forget the affectations of speech. Even thofigh he talks ~oorly, a re-all~" good religious priest (you can see the hdliness of his life) is far better liked than an easy-going but powerful speaker. The former is a sermonin himsel£the latter is, too, but in a different way.~ We have a copy of the text of St. Ignatius' Spiritual_Exercises; too. If we want to read it, we can do so; and we do not" like to have a retreat-master me~ely read th~ text and a.dd_ practically nothing of his:own. We0never like to be read at; even .when the retreat mas-ter begins almost every conference or meditation with the words:_ "St. Ignatius next says . A little story once in a while helps .to keep things alive and nbt all fire and brirristone tales, but something practical and forceftil. ~ We're young; and we enjoy a joke .wrapped up in the conferences o now and then, But not one that is completely irrelevant. Brother Novices Reverend Fathers: The foll~wing remarks on tiae retrea~ question ~epresent th~ result ¯ o~ a question~naire.given a n.ur~ber of Sisters two years~ago: Desirable length ~of retreat: 6 full days. ~ Desirable length of conferences and medi~ations: 40-45 .minute_s. ~'uggestions for Retreat program: 1) Have four or five conferences daily. 2) Allow sufficient ti~e after dinner for a rest,-so thfit retfeat-aiats will be better able for mental exertion. ~ 3) Allow time at 11:45 for exame~. 4)'Have commun!ty prayers (espedally the Office) said p~i- ~ately, so that the retrea~ants will have more time for private reflec, tion. : 5) Begin confessions" no'later than the third day. S[zggestions concerning sequence of subject-matter: 1) Have a definite sequence, so that one conference is.a prdpa_r.a-tion for~ the next. ~ "COMMUNICATIONS " " ~ ' 2) But- do not" follow th~ Ignatiansequence so'closely tha~ one " will know exa~tly~what meditation is'to follow. ~u~gestions concerning subject-matter: -1) Give practical examples illustrating 'the ideals of re.ligious life, rather than a vague generalization. 2) Make examples positive rather than negative. 3) Center the entire retreat around a certain virtfie, such as conformity to the Wi[l of God or lo~;e of God. - 4)"A~zo[d relating personal experiences and stories of scandals in other communities. ' 5) Arrange the subject matter so that, if some I~roups are men-tioned, all will be mentioned; for example, superiors and inf.eriors, or nurses, teachers, and house-sisters. .6) Repeat a definite theme again and again d~uring the retreat. 7) Give conferences on the methods of. mental prayer and have. the meditation on prayer early in the retreat. 8) Give practic.al meditations on the love of God, emptying ~of ~lf-love, etc. 9) Stress" the Indwelling and" the Mystical Body, as means of living in uniofi with God. 10) Discuss the three ways in the Spiritual' Lif~, putting special emphasis on the unitive way. 1 1) Develop the life of Christ according to the mysteries of the rosary. ~ , Other .points: 1) Be straightforward and s'~ecific in the treadnent of the reli-' gious life. 2) Conduct the retreat in the presen'~e of the Blessed.Sacrament. 3.) Use simple and cleat, ratlSer than flowery, diction. ~) Ask of each penitent in the confessional the subject-matter:. of her particular examen, or question her on prayer. 5) "Talk" the conferences instead of~ reading them. 6) Avoid throwiffg jibes~ at women. Z) Use tile word "Sister" frequently for emphasis. 8) Put the Sister at ease in the donfessional by givilag l~er time, showing an interest in her spiritual advancement, by encouraging her in her good resolutions, etc. A Sister .~ ~ - -~ _ . _ ~ ~ ~ " ~ T~-~ ~ a Religious Insfi u e _ Adam C: Ellis, S~J.- .]:o~r al! p~ovinc~s, houses; and m~mb~rs of th~ insti-~i. . ~ tut~ (canon 502).- H~nc~ it is obvious that h~ has. authority owr th~ t~mporal affairs 0f tfi~ institut~ as wall as o#~r'spiritual and disciplinary matters. But sinc~ it imp~ssibl~ for on~ p~rson to car,-for all th~ d~tai~s of"go~-~ ¯ ernment by himself, the law-of=the Church pr~yides for 'helpers 6f various kinds-who are to assist the superior in ¯ ~hi) government of the institute. Thus canon 516 6f the Code of Canon Law provides for couficillors and bursars for~ all~)eligious superiors. The pu~ose of the present grticle is"to definet~e duties o(th~.bursar g~neral of'a r~li- ~gious institute. .- Appointmen~ "1~ ~h~.¢~nsfi~u~s nre ~ilen~ ~n ~he mnHer ~ deefin9 ~. The Code alloGs the constitutions to determine hdw the ~-.~ursar general is to be chosen. Usually the~:pro~ide forhis =election in the general chapt~. ~ It~i~ oMg whe~ the constitu-tions are.silent in the matter t~at the=superior g~neraI ~s gwen the power to appoint the bursar general with the consent.of his council. No definite term of office is laid down in_the Cod~ for. bursars~ They may" b.e reappointed-or elected again indef!-i nit~ly. Nor is'the office of bursar general incomp_atible.with. that of a general councillor as far as tile common law of the C]aurch is concerned, but to unite~ the~e offices in 6ne pe.rso11.i~ usually considered inexp_e°dien, t and is not infrequently for: - bidden by the.constitutions. .o 32.9 ADAM C. ELLIS :, ~ ': -- " Ret~iqto for Religious -_ r - Limitations of Power~ ~: ~° "They are t~ exercise .their office under fhe°d~recfion of their respec-tive superiors" (canon S 16,§ 2) but "the superior himself may net ,d!schargb. tl;e office of bu~'sar 9eneral or provincial 'bursar" (canon SI6, § 3). By forbidding the s~perlor genera) to act as bursar and by ~subjec~ ting the bursa'r general to the direction ~f.~the SUl~e- -rior, the law providhs a safeguard against maladminis~tra-tipn. " The superior must exact an. account of'hisadministra-tion froth the bursar, who cannot dispose of tempor.al-goods withoutthe permission o~ i0is superior. Nor may the sup.e: rior grant him unlimited permission. Us.ually the details of these matters ar~ determined by theconstitutions. " Constitutions sometimes provide forthe appointment oi: sev.eral administratorS: one for the general care bf the; teinpor.alities of-the ~nstitute or" province, others for . t.icular kinds of work, such as the administratiQn of pub-, lications, printing presses, and various offices. ., Whateqer the relations may be, the funds of each indi-- vidual mo'ral personality--institute, province, house "mFst be keptseparate; and are not to be heaped into 6he common% fund. Extent of Powers "Besides the superiors, those officials also who are so empowered b~ the constitb'tions can, within the limits of their office, validly incu'r expenses. "and perform juridical acts of ordinary administration" (canon 532, § 2). Normally, then, the bursar has the power to incur' expense~ and perform theoju~idical .acts of o;dinarg "admini~- ~tri~tion: ~ By ordinary administration is meant everyth'ing which p'ert.a~ns to the everyday needs of the i.nstitut_~;e~. or community. Such Would be the purchase of food, clothing,- - and fuel, the repla.cement of things worn out. or brdkeh. ordinfiry repairs on-buildings, and"the like. To.sell the~ ~superfluous products of the farm, dairy, and poultry yard,, 330 ~@ September, 1944 ; THE BURSAR GENERAL~OF,A RELIGIOUS INSTITUTE w~ould~iikewise come und~:-the head of.o'rd~fiary adminis-~[ tration. ' It,is" customary to entrust this ordinar.y administratioq~. ~ entirely~ to ,the bursar and' his )issist~nts. Hovgeve~r,~ sup~-~ -.riors retain their own powerl of juridica!,administratiOn; ~ : hffd°if they ~place any acts of such administration, these acts~ ~ ; are valid.~ ¯ , Qualities.of Good Administration '-'~'~" Canon 1523~ lays down rules for all administrators, including religious. It .Begins by telling them" that th@,° ~, should fulfill their '.office With the diligenc9 of a good, -'"paterfamilias" or head of a household, which implies two qualities: care and. prudepce. ~ It then descends ~o the ¯ ~ ~ following details: ~ -- - 1. Vigilancelest any temporal, goods spoil" or per.ish. The superior may prescribe certain defini~te ways of,pro2- ~ ~ture, andmay forbid others:, : " " " Z :'~ 2.-Observance ,o~ th.eprescriptions of bo~h ~anon and~ ' civil law: It is evident that the p.resc'r, ipt~ions of Canon Law ¯ : must,, be observed/ especially those of canon-~534," which govern the alienati6n of goods belongi.ng to religibus com-munitie~ s as .well as the incurring of debts. Th~ prescrip-hans of the civil law Sh6uld also ,be observed, lestthere be ~ darigerof losing 3uch gob_ds thro~igh neglect of, the requiie- " men.is of the civil la~. This applies especially to all kinds '"~'Of contracts'and the i.ncurring.of debts, because th~ Code tias "canonized" the civil law in ~his matter:, "Thb presc~';pfions of the civ.il law of the place r~garding contracts b~th ~n cjen~ral and°in particular, whether'nomlnate o~ ;nhominate as well as recjardin9 payments,'shall be obse~rve'd by the same right in. eccles;astl-cal matters, unless they. are contrary to the natural law'~or special pre-. scr;pt~ons are found in canon law" (ganon 1529). ., ,3. Incc~me of goods ghoutd be accurately demar~ded "at ° [egular intervals:. Income thus collected should ,be care- fu, lly,. guarded and (i-n:~s~ ~,~bf foor~lations)o sh~ould, be .expended according .to th,e mind ~f the donor. 4. Income sho~tld-, be invested for the benefit of.' the, Church." The',,term "church" in the gener~il canons ,,on temporalities-means the individual moral personality of who~se, temporalities there is question (canon !,498). For~ us it means the religious institute. " -_- All income acquired~from temporal goods is considered - as.free-capital until it is invested. Hence it may for ordindry _expenses and for the payriaen.t ,of debts. °'But ifit is not needed for these purpose's, it should be inves(ed. Once i~avested, it becomes "capi_tal" or eccelesiastical goodsTM and is subject to, the" norms of canon law regarding aliena-, I~ion. 5.~ Books of mon&s received and expended should~be-cqrefully kept. This is sound business sense. It is*also, -iequired-in" order that the administrator may give that _ periodic account to l~i~ superiors required b~r the canon law. 6. Documents and business papers, should be kept in order and karefully gtiarded. This includes all kinds of- ~documents and p.apers, such as deeds to property, founda-. _ tions, donatibns,, contracl~s, and so forth. Canon -375',/ § 2 obliges bishops-to see to it that an inyentory or cata-logue- Of all documents in the'diocesan arcl-iivesbe mad.e. This inventory' includes a brief synopsis of the-content-~f,, each documen[. : Such a catalogue.- makes it e~sy to._find documents and-lessens,the danger of the.ir being lost. Reli-gious i~dministrators will do well to observe thi~ canon. °-. Such, in gener~il, are the ordinary powers and duties of. an administrator of ecclesiastical goods; in ourcase, of the-bursar general with-regard to the goods of his instltute. . Superiors should not interfere in the ordinary" administra-tion of the bursar, but should receive reports from him-and o examine~his accounts from time to time. The ~ao-rmal func-" 332 ~pternber, 1944 ~ ~ THE BUI~$AR~(3ENERAL OF,A RELIGIOIJS INSTITUTE ti6n;of the si~perior inthisregard is ttiat of~direction. The iminediat~ and" actuM ordin~ar~r administration is generally ~tenied to superiors by, the Code, and should be left to the bursar and his assistants subject to~ the direction 'of the superior. Thee coristitutions usually,, pr~scribe in detail 'the rela- ~ tions between superiors ahd bursars in regard to. temporal-administration, and should be' faithfully observed. " - " Extraordinary.! Administration -~y .acts of extraordina.ry admin.istration a~e m~,ant ~hings which are more rare and.of a more important- nature,¯ Such as the inv_estment of-money, excha~nge of securities, buying and selling of real estate, exti)aordinary repairs of 15uildings and equiPment, and the building of a °new stru~-. ture~, Fo~ all such actions the bursar must obtain the vari- "ous pe~rmissions required by the common lawa~s well as by the constitutions of his instittite. According to the general law of the Church, '~not only every .institute, but e~very p~ovince, and every house is capable of acquiring and possessing property w, ith fixed ~r fotinded revenues, unless the capacity to do so be excluded or restricted by its rules and constitutions" (canon 531). Some constitutions provide for" but one subject of. owner- ,ship, in the entire institute, so that there is only one.a~lmin-istration of temporalities. In this case it is usual for the constitutions to prescribe that the bursar general ~keep ~eparate accounts at least of the income and.expenses of the ,iridiiridual ho(~ses. This will show whether or not the ~individual houses are self-supporting. .: When each house has itsown~ local'administ_ration, it is 9sually prescribed that a certain portion of,the net in, come remaini_ng at the. end of the year after all bills liave" b~en paid,should" b~sent to the'motherhpuse foXthe su~pp0rt of .333 o~. ADAM C, ELLIS th.~:novices, Sisters in studies, and the like.~ The' N~cmae of 1~901 pres(ribed that well-to-do houses should-con, tribute one third of the .net~.cash on hand year, after all bills had been paid presen.t, practice of the Sacred Congregation ~f Religiou.s is t6 allow th~ .constitutions to prescribe that the genei~al c~hapter wiil decide the amount that should be ~contribut~d annually to the motherhouse .for the needs of the institute a whole.' The amount may thus be increased or lowered in each general chapter, according to the needs ~f the times. It "is" the dhty of the bursar general to collect t.hese contribu-tions at the pr0i3er time, as Well as~o examine the-financial statements of t/fie individual l~6uses which are sent to him periodically, according to the consti~utions. If these accounts are-not satisfactory, he ~should report the °det~- ciencies to ~the superior, whose duty it is to rePrehend those responsible. , To vindicate and defend o-rie's ~:ights in court is an act oFnormal adm~nistration: but religious superiors may not go to courtin the' name of their community excep.t in con-~,~ fo.rmi.ty'with theconstitutions (d~anon 1653, § 6). - " 'Conclusion ._ Administrators,of church 15roperty, b9th~superiors and other officials, should., remember° that they-are not the owners of the property which they administeL hence_they. ma.y riOt dispose of the temporal goods of the institute'as they please; but only in accordance with the prescriptions of canon and civil law. All administrators are obliged to give-an account of their stewardshiE~th~ .bursar general to-the superior general, the superior general[to the Holy See in the quinquennial repb~t in the case of mstttutes approv.ed by-the Holy See, to the local Ordinary in .the case of a~ diocesan congregation. . # 33'4. ' ~re:~ou Sor~yfoi YOur-Sihi? Gerald Kelly, S.J~ ~HE.Council of Trefit oNciall~-declardd: that true con- ~.~ ~rigion consists in a detestation o~ one's sins, .with grief ~'of soul, and a purpgse~0f sinning n0 more. According to~ the same Council; contrition is so-necessary that God never 'forgives any persona~ sin, even in the Sacraments of~ ~ Baptism and Penance, unless the sinner genuinely repents. ~ Perhaps it is this doctrine of the necessity'of contrition that makes the subject ingeresti~g. ¯ At any rate, it is inter, .~sting. Anyone who has taught th~ Subject, whether in ff ~theology elass or .in an advanced religion class, knows that. ~And we all know it from personal experience, too.; We want to b~ rid of our s~ns; therefore we want to be sorry for ~t~em~.and we wan~ to be sure we are sorry for them. Perfect Contrition ~' Per[ect,contrition is a. subject of .special intereit because .it sometimes happens that perfect contrition affords the~ "only possible means of saving o~e's soul. The baptized person who is i~ the state of,mortal sin and is dying with~ 6ut the oppor~unity.of~going to cdnfes~ion or ~f receiving E~tre~e Unction is faced ~ith the grim alternative of making an act of perfect contrition or of going to hell. The unbaptized sinner who is dying w~thout th~ opportunity -of receiving, actual baptism faces a similar alternative. No one can sa~ that ~eff~ct.contrition will neve~ be a matte'r of ~trict necessity for him, becau~ ~ortal sin is ~ ';possibility for.everyone, and death ~ithout a pfiestqs ~Is~ a possibility: Yet, even if it were never of Strict necessity, ~the,act of perfect Contrition is a beautiful prayer and should be £afd often. It i~ certainly.the best kind of contrition?for".-" ~ .~. ~ ~ GEI~LD KELLY - Revievd/or veni~l sins;-and,, withr~eg~rd to m~rtaI~in~, it hdst~e spe.~ ~ .cial p~wer.of restoring sanctifying grac~ to the sodl imme: diately,-thus makin~ it unnecesary to wait. ~or the oppor-tunity of gging~,to~cgnfession .in order~to 'regain God's friendship, to be able to ~erit eternal life, and to.be pre; pared for suddeh ~eath, ' InstrUcted CatholiCs usually know the ~adt that ~er: fect contrition immediately ~lots out mortaI sin, but not ikfrequently t~ey misunderstand "the reason for this special power of p~rfect c6ntrition. In fact, only recentlE,' ih'a bbok otherwisd sound and excellent, thd statement was madd.that in the case of a baptized person who has com-mitted a mortal sin, perfect contritionrestores grac~becausg. it"contains a desire for the Sacrament of Penance. Thii' is-,. not.the correct explanation. It is true, 0f cogrse, that, in~ the case ~eferred to, perfect-Contrition must cbntaih at ldast an.~ implicit intention of, going tO ~onfession; otherwise it would be a means 0f salvation entirely independen~ o['the sacrament and would excuse us entirely from God's pre-. cept. of confessing ,the mortal sins committed after baptism. But this intention to receive the sacrament is not th~'dispp-sition that gives perfect contrition its'special ~cacy. Even i~pe.rfect contrition must contain such an intention. ~ The real reason~ ~hy perfect contritign instantly re-~ stores gr~ce to the soul, even before we go to confession;- is to Be found,in its motioe. Perfect contrition is motivated gy charity. The sinner turns to God with peifect~ove; and God repays lord with love. As ou~ Ldrd ~old us, God takes up His abode with those who love Him. " ~e are often asked if it i~ di~chlt for one who h~s~ s~nned mobtally to make an act o~ perfect contrition. .In -an~werifig the questio~ We must h~ve regard for.several points. !n the'first place, ndith~ p~rfect nor imperfect trition ca.lls for a definite degre~ of intensity or r~quiies-any~ Septerr~ber, 1944 " ARE YOU SORRY FOR YOUR SIN~? certaln amount of time. ~n t~e o[her han~, bo[h kinds~of. con[rifion mus[ con[ain an app~eciaffon or~ p~eferenc~ of God which entirely excludes the w~ll to commi~ mortal sin: In" 0[h~ words, ~he con[rile sinner mus~ prefer God [o ady~ p~rsgnal_safisfac[ion [ha[ would con~ic[ ~ith God'd ~riend-s~. This disposifion~is required in all contrition for:mor- [al ~in; and i~is enough, even for perfec[ contrition. emphasize the fact that it is enoUgh, because I believe th~ ~'the.~mpress~6n is.'somet~m~s g~ven that .perfect contrition must exclude all attachment to sin. This impression is not a~curate. Perfect contrition admits of degrees. lowest-~degree contains the ~ preference for God "over any~- .th~ng that conflicts .with h~s friendship; and th~s does not necessarily exclud~ a~t~chm~nt to venial sin.- In assisting-- d~ing sifiners, it seems advisable to begin w~th the lowest degree. After g~v~ng them ~h~ motive for perfect co~tr~- t~on~of which we shall speak in a moment~get tBem to repent of their mortal s~ns and to,resolve never again to s~n mortal'ly. If they have this disposition, ~h~y have what ~s strictly necessary for "loving God above all things," for lov~ng God "with their whole heart, their Whole soul, and .~their whole mind." Having, helped them to th~s essential d~spos~t~on, one can then try to "go higher,"~that ~s,~ to. ~instill sor~ow.fo~ venial s~n and even to incite a desire~ fo~ ~erfect.conform~ty to the will of God in all thin~s. Under manyaspects, therefore, an act of perfect con-tntlon is notmore di~cult than imperfect contrition. The di~cul.ty, in so far as there, is a di~culty, lies ih the one ele~ ment that distinguishes perfect contrition from imperfect: namely, in the motioe. Perfect contrition springs ~from ~eharity ;" ond charity is the love of God "for His own sake" ~an unselfish, disinterested love, To 10ve God for His bwn sake should not be~ di~cult for anyone who reall,y ~know? God: that is, for one ~ho has cbme t6 appreciate 33~ ~ER/~I~D KELLY" - .Re'uie~ £or ~eh'g'ious ~h~ough prayer that°God is go~d and !ovabie; but "~or those_ Who have given little'thought to God, the case is proba.~l~ different:-They need to make some consideration" thal~ will sh~w ~themthat God is really worth loving for His own sake. A ra.ther simple.;ccay of l~elping a sinner to arrive at the -motive necessary for perfect contrition is to g.et him to ,reflect on Christ Crucified. In the opiStufe of our Lord on the Cross we have a very .graphic portrayal of God'os love for us. AppreciatiOn of this fact-begets gral~itude soul;, and it is an easy step from gratitude to perfe~:t love, that is, to the love of charity.St. John, the great apos.tle of charitji,, told us to foll6w this path. from gratitude to charity when he said.:. "Let us therefore love God, .because~ God first hath loved us" (I ,John '~: 19)~. St. Paul's.gr~eat --personal love ol~ our. Lord sprang., from an appre.ciation of the tremendous fact expressed in his Words: "He loved rile and deli~rered himself up for me.'.' St. Francis Xavier's° great prayer of love (0 Deus, Ego Arno Te) is a poeti~. expressio.n of the words of St. John and of St:Paul.~ S(. Ignatius, in his. "Contempla'tion for Obtaining Love," uses. the same psychology: he takes us 'from gratitude perfect, unselfish, disinterested love. First we count the_ ~ gifts of G6d to us, and, seeing their iaumberarid.their val~e, we are deeply grateful;,then, thriju.gh the gifts, which are so good, we rise t6 the consideration of.the infinite goodness. _ of the Giver. -When we say that perfect contrition is motivated by charity, and,that ctiarity.is the love of God forHis'~swn-sake, we do not mean. that perfect- contrition exclude~ all other mot.ives. It is_quite Eroper:for us to be grateful fO God for his benefits, to ~desire to enjoy the happiness of" heaven, tO fear the punishments of hell, and so forth. iuch truths furnish motivation for sorrow for sin; and the} _ 338 -- September, 1944 _ " " ~ " ~ "ARE YOU SORRY FOR YOUR SZNS o~", ~an exist'in the soul together .with the motive for perf&t ¯ : ~ " Imp'effect Contritidn Perfect dbntriti6n "isindeed e.xcellent; but we should -. not overlook the value of imperfect contrition. Imperfect -x6.n.trition is not enough of itself to do away witl~' mortal sin; yet eveh for those in the state of mortal, ~in it is very~ - . profitable. It disposes them togo ,an act Of perfect contrition, and in confessionit is a suffb cient disposition for absolution. ; As for. venial sins,~ theologians commonly, teach that ii~perfet~ contrition is enough for their remission outside ~ ~. of confessibh.~ Hence, those who. have only venial sihs-on their s0ul nee'd not be particularly solicitous about their motives-when, they make an act of contrition;any one of the many possible supernatural motives for detesting their sins will be a suffi'cient basis for a fruitful act of contrition. Elements of All Contrition "It is:of little' ~vai[ to consider the necessity and kinds of ~ontrition, if one's notion of contrition itself is not clear; hence it will be worth our wb~le to return to the first sen-tence of this article. I indicated there that, according to ¯ the Council of Trent, all contrition contains three ifi~red.i- 'ents: detestation, grief, and purpose of amendment. And, of course, as a prerequisite to any act of contrition, there-must be tbe~realization that one has done wrong. -Hence, ev,ery act of contrition.includes in some way, four psycho-logicalsteps: owe realize t~at w~ have sinned; we detest w.hat'we did; we grieve ove~ it; and _we.resolve to amei~d. I should not want to encourageanyone to be technical . in l~is prayers; yet I think that we can all profit by occa- . .sipnal.ly taking apart an 'act of~c~ntrition by thinking over" the me,aning of each of-these psychological steps, and by 339 1. ~GER/(LD KELLY' ,_ ~, Review for Reli~l~ous oactu~i!ly mfikirtgthe'steps-slowlyand prayerfully. In the -subsequent paragraphs, my purpose'is to offer some explg~ _nations and sugg.e, st!ons that might be an aid to one who wants to m~ke ~n act of contrition meditatively. Perhaps I ought to preface .mY ~ema~ks with a brief statement con~cer.ning their doctrinal val~e. Tl'ie Church_ -has mad_e it quite clear that an hct of contrition must t~in-c~rtain elements; but she has let~t the detailed explana-tion of these elements to her theologians. I have drawn rny~ _explanations f.rp_m the works of eminent theologians; yet I realize that on some points the theological_literature is, somewhat obscu.re and that differences of opinion~are pe'~- missible. In all cases of obscurity or uncertainty, I have aimed to limit my sugges.tions, to what is safe and prac-ticable. R~alization When v~e make an act of contrition we have .to be c~a- "scious of the fac~ that we ourse.lves have done evil. This ° ~upposes, of course, a speculative appreciation of the evil ., of sin; but.it does~not stop with mere speculation. The ~ purpose of the realization which precede~s and motivates the act of contrition is to get the sinner to turn away from his~ ow_n sins, with grief and a purpose of amendment. There-fore, it is well to begin a meditative act of contrition with .a conscx0u.sness of one s own sins. This d~es not ne.cess_arily" mean a detailed examination of conscience; but it does imply at least ~i general recalling of one's sins. -- In our catechism books' we say that an ~ct of contrition~ must~ be suoerna.tu~al: th_at is, it must be made wi~b God's grace and. it must be based bn a motive drawfi from~ ~-evelatiori. We may takefor granted that God gives",the grac.e, but we ourselves, have to,s,upply the supernatural motive by considering our sins in the light of some revealed 340 ,State'bet, 1944 , ~ AR~ YOU SORRY FOR YOURSINS~ [ruth. Am6ng,t~e many [~uths t~a~ h~Ip to show,us the e~i!;0f~our sins,, I might suggest the following. Tbe jogs of beaoen, or tbe oai~s~of bell: These are directly applicable to mortal sin, because mortal sin depr~ves us of' our righ~ to heaven and makes us deserving of hell. But the thoughf of heaven can als0 be abplied venial sin because, after all, the/e are degrees of ~lory~in heaven, an~d venial sin kdeps us from attai~ng a higher ~ degree'of glory. EVen the thought of hell can be used as a motive for repenting of venial sin,' because by. commitdn~ ~ vernal sins we might form habits that would lead to mortal ~ sin or_ we might lose certain special g?aces that would at _,times be. necessary in order ~o overcome serious temptfi--~ ,tibns. And, of course, a consideratibn of purgatory,, especially as a painfu~ delay in reaching~ur heavenly h6me, ' "is directly appl:icable to venial sire Tbe Olories o~ sa~ati~i~g ~tace: Grace makes our Souls ,,.beautiful in the ~yes of God; it makes us His adopted chil, .~dren, tharers in His nature, heirs to His happiness. Mortal sin loses this priceless possession for us; venial sin, though - it does not. affect the grace in our. s6uls, represents a~ lost opportunity to grow in grace. Tbe Passio~ o~ 6at Eord: This furnishes fine motiva- ~i0n ~or sorrow for either mortal or venial ,sin. And the same ma? be said-f6r any aspect of our Lord's life, because . everything we know about Him is~ calculated to. increase our admiration andlove of Him and thusshow us by contrast ~. the mefinness of our failure to live according to ~the pattern "'He has given Us. Tbe~doctrine of tbd Redemotion and of our Oa~f i~ itS" God has united us in such a way that_we can help one another ~n the w~y of sai~ation and sanctification. ~n ap~reciafion of this~'truth and of its tremendou~ imp)ica-tion~ gives us a new light on sin:- it.is n0f onlE harmful to ,V ourselves; it is a:refusal.to cooperate ~n~a glOrious-cause.-:,. ~, The ~divine wis~bm hbd2~ood~:~ Prdp~rly~under-stood, ~ this is the most all-embracing and fundafien:tal ~afid, ~I-might ~d, the simplest of motives for ~ detesting sim~ It ~ takes us back to the ohe reason why we and thiswhole world exist at all: namely, to share in the divine goodness"~ according to the ;nfihitely wise plan of God Himself. - By Sin~ we do what we can to thwart His plan; we voluntarily prevent Him from ~iving Hi~self to us as He wishes to ~do~" Ddtestation The whole purpose of meditating on~ ohe of the~ fore-going ~t?uths, or on some similar revdaled truth, is to pre-pare the soul for a~ act of contrition. In~the actor con, trifion itself, tb~ first step is detestation. ~. ~ ~ ~ ; ~ Theologians generally agree, I.believ~, that, as a distinct element-in~ the act of contrition, ~detestation refers.~to the~ p~st. The sinner goes back, so ~o speak, on the a~t that h~> peLformedtand deliberately, chooses to do just the opp~sit~ from what he did when he sinne~. In sinning,,he chose.hi~ o~n will to God's Will; now Ee turns away from his for-mer choide and unites his will to God's will. - " E~idently we cannot undo an act that i~ dong. ~ We;an ,make reparation fdr it; we can.pay damages; we can some-. times ~top it~ effects;, but the fact that" act was performed cghnot be changed. The best that we~can do ~ith~regard to the past act-is to wish we had not done it. "And'that seems~to be-the most apt way khat'we can deScrib~ detesta- 5ion of sinf it is a deliberate wish:that the act'had not been p~rformed. ,- ~ _". " It'is probabl~ not advisable, in making ~ meditative act of contrition, to spend a great deal of time on tgis point. There~ is no direct way of testing an ifiterio~ disposi;tidn such as'detestation, and we are likely to be disturbed, e~e~ _ ~ ~, . - _ T~ ~,S~p,~ember0 1944 ~. _ '-~'ARE YOU ~0RR~ FOR YOUR SINS? . ' ~:ofrightened',~ ,by our, sen~-tove and'- self=love. ~For-'th'ese o " Causes of sin are just asstrong a.s the were. wiaen the'sin ~ "was performsd and they keep. telling us that they liked the sin and.that,they are glad it happened. Hence, if we'dwel[. ~,= long oh this point, we areapt to think that we have no con- ~trition, at all. It is better to make a simple act'of the will: ';~ " ,,"BeCause I n6w see the evil that I did, I wish I had not --~ committed it"; and then. go on to the ndxt point. In prac-tice, we can~ take for granted that we have the )equired " - --~ ,--~d~testation if we have the realization, grief, and purpose ¯ "of amendment. . Grief of Soul ¯ ~" ~ Tile blessed, in heaven can detest their sins but they can-not griev~ o~er them. "i~he reason for this is that grief .Supposes the presence of an evil, and the sins of the blessed-are merely past acts, ttie evil effects o~ which have all been ~emoved ~= With us, th~ case is different." For instance, when a man co .mmits.a mortal sin, his ~oul immediately becomes an, . ~'~ Object of re, proach before God. .This is an evil effect of sin "~ ~over which he can certainly grieve. After the man makes a o""~ood confession, he can have a reasonable assurance that he~ has regained God's friendship, but h~ is not sure that'a11 effects of his sin are removed. There may be some tern, ¯ poral ptinishn~ent~ to ,undi~rgo; there mas} be some weak~: : "hess in the sofil, Some special liability to sin, thaf results ~ro~ his former sin.Because of the possibility that such ,._e~il effects may continue, we~,can griev~ over our sin~all t_hr0ugh our lives, because this possibility keeps the sins ~)'present to us at least in some sense. . ~. Perhaps the best way to describe the grief of soul which constitutes the second element of contrition is to"say that. -o jt'il a desire to get.rid of, tO shake off, the effects of our sins; ~ERALD KELLY " ' + ¯ " -Rem'e t+o °/: "o +r Religious. b&ause-- we- realize that m these effects our detestable +sins sti+il:cling to us. , We have~ to remind good people again and again that grief over sin-is not fiecessarily a matter of feeling. To~ u~e - an illustration, let us suppose that two men get, their hands:.,+ and arms cgyered with.m, qd. The firs~ man likes mtid ahd lqeenjoys being covered with it; the secon'd man does .like it. Then suppose that +while.they are covered" wi+~h~the+ ' mud they find oul~ tha(.this particular mud is very harmful to ttie skin." Both of them immediately try. to wash it bff, _ The example illustrates the difference betw+en acci~ dental grief and essentialgri+ef. On!y one of. the.men had a ~ +feelin9 of' repugnance for tlhe mud, yet both of+ them" tried to bedrid of it when they fbund it wa~s harmful. Sb Jr'is with+ Sorrow for sin. To feet-grief over the effects of sin is good, and may even be called an accidental perfection of dontri~" tion'; but theessential thing "is.to want" to be ¯rid of the.e~,i]. ¯ The besl~ exl~ression of grief, therefor)e, is'n61~ tears, but the sincere will to go to confession, to make.an act ~of per-fect contrition, to gain.indulgences, to repair an. injury dorfe' ~, .~to one's neighbor, to accept some hardship willingly in+ re16aration for one's sins, to¯ do some voluntary penahce' for the same purp?se, and so forth. ' These ale the means of: ~dbing away with the effects of our sins; hence, the will to ~do ~uch things is a tangible, way of showing ourselves that we are sorry, no matter how _we feel. Purpose of Amendment ._ ++. Purpose of'arr;endment, though by no mean~ the whole - of contrition, is 'a very important part of it, and probably~ tile best practical proof of it. No_one can have real contri-~ tion unless he intends to "amend" his lifd, but as" ~hi~ "amen "ament~ can have diffeient meanings for~ differefit ~cases; it may be well for us to consider some examplesdr ",8el~(ember, i944 . k ~ ~ ARE YOU SORRy_ FOR YOUR SINS-t these var"ia t"ions. Suppose .that a man who ha~ committed mort.ai gins sinc~ his last confessibn now wants to regain the state of "grace. W~hether he goes to confession, or makes an act-of perfect contrition with the intention of'goirig to confession, he must' certainly be besolved to "amend", his life. And ~ince ¯ his~c0ntr~tion concerns mortal sinsl hispurpose of amend-ment must be really absolute: tha.t is, he~ must intend to - avoid all mortal sin in the future. He would have tohave the same uncompromising r~solutidn, even if he had. com-imitted~ only one mortal sin. The "purpose of_sinni.ng no .more" applies quite literally tO the'case,of mortal sin. On the other hand, suppose the case of a man who has committed only venial sins since hi~ last confession, but . W.ho now- wishes to make an act of contrition for all h~s venial sins because he wants to'gaifi a plenary indulgence. .What kind of purpose.of amendment'must this man have? "The question is not easy to answer with perfect satisfac- ' tionf but it seems safe to say that it is sufficient for him if fie~.retains no attachment'toany venial sins (in the sense . that he intends to continue to commit t/'2ose Sins) and that he has at least a general intention to improve, for example, o' "~ by reducing the number of his venial sins. We mighi add that it is generally recommended that °such a man should -center his purpose of amendment, on the correction of some-~. thing definite. This recommendation is given ~becausel .experience teaches us that a general purpose o~ amendrfient ~,~is likely to prove ineffective "and that the act .of iontrition ih such' a case is ap.t to degenerate into a mere fobr~ula,~,a bit of wishful thinking, and.nothing more. ~, ~ ' ~ ~'A third case: A man has committed only ve'nial.sins since his last confession,, and he knows that be really" is not contrite for some of these sins: yet be'does wish to make a fiind~re act'of contrition" for 6ne kind of sin: for exa.mplq, 345 ~ ¯ GERALI~ KELLY ~ - ~i~iew ~br Religious iying.~ What must be this man's p~rpqse of amendment? ~.- Again, the case is not~asy fo s01~e with perfect satisfactions: but it seems Safe to give this practical~ rule: Ifthe man's lies -are of the ~ull~ ~libecate kind, he ought to'be resolved avoid them entirely; bfit if-the lies are rather.qn the~semi~ deliberate side~. ~he ought at least to have the good will try to reduce their number. In ~he'foregoing cases,-"amendment, of life'~ was used in. its ordiflary, everyday sense: tfiat is~. ~s an impfove~en¢ over one's recent Conduct. 'There is a fourth case, in which the expression,.e~idently has a different, meaning.: sj[der, for example, the holy K~ng David. _He offended God~ seriop~ly; then_he repented of that sin, was_forgiven, as far as we know, lived many years in the friendship, of God. Yet he continued to recite his Miserere for his past ' lapse fr6m grace. I.t would be absurd to think that this Miserere was-not a good act of cpntrition; but if it was " an-act ofcontrition, in what- did the amendment cod~ist? It ~eems obvious that "amendment"-. in such circumsta~e~ .has a wide meaning:~ that.is, it refers to the renewed pur-pOSe of continuing the reform that had begun Years ag6> The case of David is repeated week after-week iK our confessionals throughout the world. People sin~ mortally in their youth; they confess the~e sins, and then live.for-mony~ years without'furthe} serious lapses. Yet these peo- , p1~, can certainly make acts. of contrition for the "bld": mortal., sins;' in fact, they are e~n advised to i.nclude t~ese -sins in their.confessions io that they may benefit more and more by theabsolution. In their case, as ih David s,.the ~ purpose of amendment-for their mort~l sins d0~sno~ redan. :~ an_ intention to correct their present .lives, but" rather- the. renewed purpose to persevere in the amendment.th#t has, 10rig ~ince beefi brought about. The examples illustrate the various aspects ~of and 346 " ,'~':. September, 1944" - - ARE YOU SORRY FOR Y~)UR SINSt ~ requisit~ for ~u~pose of amendmefit. In our own case, ~when we m'ake an act-of contrition, we shall-, generally find a combination of these examples. We have sins of the past, "for .which it is sufficient to.renew our purpose of amend-r~ en~, and°retent sifts which" call" for real amendmen, t o and '~"~ defiriite resolutions. ~" " _ ~We sa~ that the, f.eelings sometimes present a p~ycho-.- °logicaldifficul~y in estimating detestation and grief.- Some- ~"°~hing ,~imilar can happen .wi.th regard.to purpSse of amend- "-~ ment, parti[ul~rly when ha,bitual sins of frailty are in.- '~yol~red. The sinner realizeshis w~akn~ss and, e~ien-.when he makes~ his act of contrition or goes to con'fession,, he "'~feels,sure" that he is going to sin again. Because of thi~, ,.he wonders if he really has a purpose of amendment. . ~"fh~ ,solution to the difficulty lies in a.proper under- ~- standing 6f~a purpose of amendment. I~ is not an act' of ~' the ~ind, but_of the will. It is a sincere.intention to try to dmend; and to take the means necessary.for doin~ that. .::'" ,The"'f.e~ling ~hat one will sin again" may result, not from any" ill~ will, but from the consciousness-that one is weak -~ and that this weakness has expressed itself again and again. Nevertheless, there is no weakness that cannot be Overcome by.serious effort and the grace'of God: Even the most habitual sinner can,,,resolve to make the effort, and he may 'il~ei iure that GSd will give ttie grace. And ,he should not "be ~li~scou.raged if he ~does fall again; ,this may simply be a -~ sign that he h~s not 'yet discovered the proper means for, correcting his particular bad habit. Sometimes people think, that all .they need to do to°~ oirercome bad habits is to go to the sacraments frequently. This'is only one. aspect of the solu[ion. It will ne~ver work unle.ss the sinner ~akes the more obvious means of avoiding "-occasions of sin, of exercising himself in self-control, and~ ~ sd forth 347 K~:LLY~,. ¯ ~ .,. ~ GERALD . . :- ~ " My afialysis of the act of contrition has been lofig.-Yet I.hop-e it ~cbntgins some helpfUl.suggestions. "~In pa~?ticular2 I think that many would find it fruitful to make a medi-tative act of contrition o~casionall) for example, ,during the morning'meditation on confession day. ~The Cl~urch evidently wants us to draw gre~t profit from frequent fe~ssion; and for.this there.is no m~ans more. effective tha~n~. an increase in contrition. ~" o BOOKLE-rs H~cmn and Psalm~ to Our Lad~l is the title of a: handy little, pamphlet containing "an, English translktioa of the Te" Matcem De/ Laadamus and the "5 Psalms" honor Of Ou~ Lady. Readers who are interested tanget the booklet fr,6mothe erend d,ude Senieur, O.F.M.Cap.0 Capuchin College, Brookland, Washington D.C. The pamplet is sold for the cost "of printing and mailing: individual copies 5 cents each; lots of 25 or more at greatly reduced rates. MV Particialar Ex~men Book is a tiny pamphlet containing many~helpful sug-.,.~ gestions concerning the pa,rticular,examen.and a.numbeE of ruled pages.for marking th~ examen. It is published by- the Franciscan Sisters of the Perpetual Adoration.~ ~t. Rose Convent, La Crosse, ,Wisconsin'. The, booklet began ~s a prtvate com-munity project, but the Sis[ers are now offering it to-other groups of religiotis prac2 tically at cost ($3.00 a hundred) in order to stimulate the use of the particular~ -'xamen as an important nieans of spiritu,al advancement. "Anal~lsis of the. New Testament, by. Cyril Gaul. O.S.B. An excellenL booklet. the fruit of m~ny years of teaching Scripture at St.~, Meinrad's Seminary. In accbrd with Pius X's Qaoniarn i~ re Biblica, the author has provided seminarians with an analysis of the various New'Testament books which all priests and ~he laity will welcome. 77 pages. Price: ~40 cents a copy, postpaid; 4 fol $1.00. Address: SL Meinrad Historical Essays, St. Meinrad. Indiana. ' 348 ~XINT DOMINIC,.AND HI~ WORK. By fhe Reverend Pierre Mandon-net, O.P~ Translated by Sister Mary Benedic÷a Larkln,.O.P.~ Pp.~xvlll ~- 487. B. Herder Book Co., Sf~ Louis, 1944. $S.00. -~ : According to a contemporary account, "the Blessed" Dominic w~as of medium height and of slight build. His Countenance was;hand-some:, of fair complexion, with light auburn hair and beard and. lt~minous eyes. A~kind of radiance shone from his br6~. inspiring love and reveren.ce in,all. Full of joy, he seemed e~rer ready to smile, unlesS, moved to ~pity by the affliction of his neighbor. His hands were long and shapely; his voice itrong,, noble and sonorous. He n~ever was bald, and his corona was complete, sprinkled with:~a few white hairs." Along withthis ratherpleasing exterior; he possessed al,so ver, y exceptional interior gifts of'mind, heart, and Will. And if to this~be added,his life-long faithful correspondence with "so many extr~ordina~ry graces, even.mystical ones, we have tl~e man of action Of whom Pierre Mandonnet, O.P.,-a historian df repute, could say: ]'You may quote'me whenever you wish. I consider Saint Dominic as a religibus founder the greatest o~ganizer that ever trod this earth after~the Lord Jesus Christ." To decide whether, or not that jUdg-ment is true requires a careful re~ding of this volume. It is a little~ Summa of Dominican brigins. ~" . P~re Mandonnet once jotted down on a slip of paper: "T0.re~d." :jo.y; to think, delight; .to write, torture." The last three" wor, d.s may be a par~tial explanation why the present work was far from com-i~' le}ed" when he'died in 1936.- But'he had done ~he reading and'the thi_nking, indeed, a. great deal of both: and he had outlined the chap-ters unit had written,some of them. Fortunately, he had competent ¯ disciples and co-workers. Orie of these, Marie-Humbert Vicair~e, O.P., ~ orghnized the .copious material gathered over many.years, and' sup-plement'ed it with critical notes and studies of his own. Anotpey,. Reginald Ladn~r, O.P., contributed a.do~umentedt.background chap-teron the plight of preaching in the twelfth c~ntury. The result is a book, pi~blished in 1939,somewhat lacking in unity and coherence, but substant~ally P~re Mandonnet s, both as to content and arran~e-~ ment. The contributions~.of Vicaire and Ladner are signed by-them, gut this is not noted in the'table of contents, as it should be. , 349 BOOk KEVIEWS _ . ~ Review.for Reli~.lio!is - ¯ Tile~bobl~-is d.ivided into tWO parts. The first part'presents the bis.~orical .setting, sketches tl~e iife of Saint Dominic, and develops at "length .his arduous l~bors in~fgunding and organizing the Order of. ¯ Preachers. Ciearly seen is thehand of Divine Providence, raising up a new Orderto meet the p~culiar religious needs of the times. In the early'thirteenth century,, the gradual coll~p~ of the old feudal s~rstem an~l the growing prominence of the towns a~ad communes brought about a changed order of things. The lower clergy, for the ~ost p_art ignorant and untrained, was too slow adapting itself to the altered situation. T, he bishops were more occupied w~th temporaht~es than" with tlSeir apostolic duty of preaching the .word of God: 5As-a ~ cdns~quence, the faithful, especially in the towns, began to drift away "frOm the Churchqnto heresies and schisms of various kinds. There,. ~was pressing need for an instructed clergy and for preachers of the Gospel. Saint Dominic, the zealous and learned sub-prior~ of the ¯catl~edrai'chapter of O~ma in Spain; was the man of Providence. was chosen~by Innocent the Third to found an Order qf poor priests~' -whose task would 15~ to preach to the people and to teach theology to ~ti~e clerics; in~brief,~"to contemplate and to give to others the fruits of contemplation." It was Dominic's Order that v/as to play such an important and successful. ~ole in carrying out the objectives ~of the- -Fourth Lateran Council~"the reform of the Church, the refor.rn of morals, the extirpation of heresy, and the strengthening "of the" Faith." Ma.y we not say that the Friars Preachers have never ceased ~_ doing, just that? ,The" second part of the book is" concerned with the Rule of Saint Augustine and its relation to the Rule of Saint Dominic. P~re.Mari~ donnet se.edas to have proved .his point: namely, that the Dominican riales and. constitutions,are, an organic development of the second. the,three 'rules of:Sainv Augustine, and. not, as-wfis though_Ufor,~a ~ ¯ lpng time, of the tliird, the famous Epistle.to certain religious women. The .second Rule is that primitive.Rule followed by a com~mentary" .which gaint,)~ugustiiae drew up in 391 for his first community~ of men. This study reveals, the'hand of a master,historian aiad is the most valuable section of the whole work. COncluding the~book-by way of appendices are five important "h'iDstoomriicnai lc astnueds,i"e s",w .aotnceh doof gwsh oicf hth dei sLcoursds.e's.' t Fheiv oer sigimini loafr tshteu deixeps~re~s sbiuotn~- of'a.more restricted and technical nature, l~ave been omitted from the., Efigl~ish e~liti0n. There_is

The cost of transitioning economies towards net-zero will be immense. According to the Commission, the European Union will need around 620 billion euros annually,[1] with Italy and Germany requiring respectively up to 3.5 and 2.3 trillion euros in additional investment by 2050 to reach their climate targets.[2] Since the 2015 Paris Agreement, attention to the financial aspects of the transition has grown both at European and national levels.
In parallel, the private financial sector has also committed to decarbonisation, with the largest Italian and German banks and insurance companies, like Intesa SanPaolo, UniCredit, Generali, Commerzbank and Deutsche Bank, becoming members of the Glasgow Financial Alliance for Net Zero, pledging to align their operations with carbon neutrality.[3] The private financial sector will be crucial to mobilise the necessary funds for the transition, and Italy and Germany should encourage collaboration between public and private financial actors, promoting guarantees and incentives for investing in green projects. At the same time, they should increase cooperation at the European and bilateral levels to increase market stability and develop common financing solutions.Public finance in Germany and Italy
In the last years, Italy and Germany's finances have been burdened by several factors, from the economic slowdown caused by the pandemic and the energy crisis to the consequent increased spending on emergency measures to support households and businesses. Despite these events, national and European recovery plans have significantly boosted investment in green projects.[4] In Italy, 71.7 billion euros of the National Recovery and Resilience Plan (37.5 per cent of the total national fund) were allocated to green projects;[5] similarly, in Germany, 12.5 billion euros (42.7 per cent of the total national fund) were designated for the energy transition.[6] Furthermore, the EU allocated additional 20 billion euros in REPowerEU grants to support clean energy initiatives.[7] However, both governments may not be able to sustain these levels of funding in the long run without resorting to increasing debt. Furthermore, the time horizon of NextGenerationEU is approaching and there is uncertainty about the realisation of a similar tool for non-emergency times.
The 2023 German debt crisis further aggravated its public financial fatigue. The crisis began when the German Federal Constitutional Court found the proposed government's 60 billion euros climate fund in violation of the Schuldenbremse, the constitutional rule aimed at limiting deficit under 0.35 per cent of the GDP.[8] The Court's decision blocked the implementation of the fund, forcing the Government to revise its budget, downplaying the role of climate action investment.[9] The crisis arrived at a moment when German industries estimated the necessity of 213 billion euros in additional public investment over the next ten years for the energy-efficient modernisation of buildings, grid expansion for electricity, hydrogen infrastructures, and production and storage of renewable energies.[10] Similarly, Italy is experiencing some financial strain due to the slowdown in economic activities and the high cost of emergency measures implemented in recent years, as shown by the decision not to extend the tax cuts on fuels.[11] Italy has proven itself more fragile than Germany, with persistently low productivity growth and slow administrative procedures contributing to low investment attraction in all sectors.[12] In 2023, investment slowed down even further due to rising financing costs and the phasing out of the so-called Superbonus programme, the housing renovation tax credits.[13] The limits of public finance in both countries show the necessity to involve private financial actors to carry part of the cost of the energy transition.Aligning climate objectives and profitability
Profitability remains the main indicator of the private financial sector's willingness to invest in sustainable projects. However, there are ways to sustain green projects while increasing returns. First, thanks to their proficiency in risk assessments and market trends predictions, commercial banks and investment funds may have an advantage in evaluating future demand for green sectors beforehand. This may help them identify opportunities that will be increasingly profitable in a future net-zero scenario. Similarly, they may be able to identify and provide loans to businesses developing sustainable technologies that are not particularly competitive in current markets but that are expected to thrive in a post-transition world. Insurance companies can also support the transition by addressing risks of climate-induced disasters, such as floods and drought damages, and limiting large-scale losses. Financial products, like green bonds, can also enable capital raising for sustainable projects while maintaining profitability.
In Italy and Germany, green bonds segments of the national stock exchanges have been extremely profitable, reaching total outstanding amounts of 261 billion euros in Germany and 161 billion euros in Italy, with insurance companies and commercial banks like Deutsche Hypothekenbank, Commerzbank and DZ Bank in Germany,[14] and Intesa SanPaolo and Unicredit in Italy being the largest private financial green bond issuers.[15] Green bonds have been an effective tool to finance adaptation strategies and preventive measures, like increasing food and water systems' resilience against climate-induced disasters, which generally attract less private funding.[16] Indeed, financial actors may benefit from promoting adaptation strategies in their portfolios, as they would be exposed to decreasing returns if they invest in or lend to companies with low resilience to climate-induced events.[17] The 2021 floods in Germany were estimated to have caused up to 44 billion euros of damages, while the losses related to the 2023 Italian floods were recorded to be around 40 billion euros.[18] In both cases, spillover losses from the real economy to financial markets have been difficult to quantify, but the disasters have halted planned investment, impacted investors' confidence to fund future projects in those areas, and even increased borrowing costs.[19]
Financial actors may address these situations by expanding their role as advisors, helping customers to develop adaptation plans. Allianz, for example, thanks to its propensity to assess scenarios, has established a service to advise customers on climate-related risks and to help them adapt their operations to climate change.[20] Unaddressed climate consequences may also increase insurance costs, leading to unaffordable premiums for some customers. If insurance markets become too expensive for customers and offering coverage becomes too risky for insurers, the entire sector could be paralysed. A solution could be to offer adaptation discounts for those customers who have spent part of their budget on building resilience. This would effectively lower risk-return calculations for insurers that would be able to lower prices.Regulatory framework
Market disruption caused by Russia's invasion of Ukraine has lowered investors' confidence, as Germany and Italy were among the most vulnerable economies to natural gas shocks. Additionally, persistent high interest rates in Europe have limited financial actors' capacity to invest in clean energy projects. Therefore, to promote private investments, there is a need for regulators to enact measures to increase market stability and to derisk green projects.
Monetary policies are the main tool to channel private capital where it is needed. Following the energy crisis, the European Central Bank's actions to slow down inflation have had a particularly negative impact on the energy transition. While high borrowing costs are an obstacle for any investment, renewable projects are more capital-intensive and are therefore more susceptible to high interest rates.[21] While the ECB's recent interest rate cut may lead to some improvement in investments,[22] national action is still necessary. Banca d'Italia and Deutsche Bundesbank should increase their bilateral coordination through the alignment of their macroprudential measures and stronger information exchange, which might have a positive impact on building investors' confidence and increasing financial stability for companies that operate in both countries.[23]
Regulators may also attract capital by increasing clarity related to green projects. The main instrument to do so is the EU taxonomy for sustainable activities, which establishes a common framework to define sustainability for investors and companies. However, a possible reform could expand its classification to comprehend a "brown" taxonomy, which would define criteria to classify high-emissions activities as harmful to the environment. It could be instrumental in helping financial institutions in their assessment of the environmental impact of companies they are involved with.[24]
A sustainability reference framework should also be applied to private green bond issuance. Indeed, while most green bonds in Italy and Germany have been issued by public development or central banks, there has been a rising tendency for private companies to develop their own fixed-income instruments promoting the development of environmental projects.[25] Currently, both Borsa Italiana and Börse Frankfurt, respectively the two countries' largest stock exchanges, bundle in their green segments exclusively bonds that meet the voluntary guidelines of the International Capital Markets Association (ICMA).[26] Linking private green bond issuance to the EU taxonomy could stimulate capital-raising for the transition and avoid greenwashing. An initiative on this matter is the European Green Bond Standard (EUGBS), a certification that attests that bond issuers are aligned with taxonomy criteria. However, the Standard is also voluntary and there is no obligation for an issuer to adhere to it to market its financial products as green bonds.[27] A better solution would be the establishment of the EUGBS as binding to define bonds as green. This would guarantee a harmonisation of green bonds across the EU that would lead to a more coherent language for financial operations for Italian and German actors.Looking ahead
It is becoming increasingly urgent to direct financial flows toward the transition. Public finance in Germany and Italy is facing difficulties, and market instability has made it riskier for private financial actors in both countries to invest in green projects. Both the German and Italian financial sectors have been more focused on lowering risks than increasing returns, resulting in lower-than-average profitability, which has directly impacted available resources for new investments.[28]
To attract capital toward net-zero opportunities, there is a need for collaboration between public and private actors, as well as bilateral coordination between the two countries. The recent Italian German Action Plan offers a positive model to strengthen coordination, as it includes the establishment of a bilateral macroeconomic forum to discuss financial and economic issues, and it could be an ideal platform to align the two countries' positions on EU-wide reforms, such as proposals on how to adjust the Economic and Monetary Union and the Capital Market Union in ways compatible with sustainability goals. Public efforts should also be spent to strengthen regulatory frameworks to facilitate and de-risk investment for private financial companies, with Germany and Italy coordinating to develop common financing instruments and derisking strategies. Blended finance models should be explored as a way to promote capital raising. A relatively small amount of public funds, constituting a risk cover guarantee, can help catalyse additional private investment. This can take various forms, such as Germany's two auctions model. The initiative consists of two auctions organised by the Federal Government. The first is a descending price auction held between producers to secure long-term contracts for hydrogen supply. The second is an ascending price auction to sell the purchased hydrogen to the highest bidder. Typically, the price requested by the producers in the first auction is higher than what the final buyers offer in the second one and, as a result, the Federal Government bears the additional cost as a form of indirect subsidy to bridge the gap between them.[29] In this way, 900 million euros were provided for the purchase of hydrogen above market prices which allowed the ramp-up of private hydrogen companies, contributing to lower the perceived risk of investing in them and attracting risk-averse private investments.[30]
As Germany and Italy navigate market instability, blended finance offers a promising solution, as it may alleviate both the burden on public funds and mitigate risks for private investors. However, to ensure long-term success, both countries must prioritise wider strategies that enhance profitability for investors committed to decarbonisation. This could be achieved through enhanced bilateral coordination to review regulatory gaps not addressed by broader EU frameworks. Tailored bilateral solutions between Germany and Italy will be essential to develop stable market conditions that align with both countries' financing needs and climate goals.Alessio Sangiorgio is Junior Researcher in the Energy, Climate and Resources Programme at the Istituto Affari Internazionali (IAI).
This commentary presents some of the key issues discussed during a workshop organised by IAI, which brought together financial sector representatives from both Germany and Italy. The event is part of a broader IAI project, "An Italian-German Dialogue on Energy Security and Transition amid Russia's War on Ukraine", supported by the German Federal Foreign Office.[1] European Commission, Questions and Answers on the Sustainable Finance Package, 13 June 2023, https://ec.europa.eu/commission/presscorner/detail/en/qanda_23_3194.[2] "Quanto ci costerà la transizione verso un mondo a emissioni zero? Spoiler: molto più del previsto", in Il Sole 24 Ore, 11 February 2022, https://www.infodata.ilsole24ore.com/2022/02/11/quanto-ci-costera-la-transizione-verso-mondo-a-emissioni-zero-spoiler-molto-piu-del-previsto; Federal Association of German Industry (BDI), Klimapfade für Deutschland, 18 January 2018, https://bdi.eu/publikation/news/klimapfade-fuer-deutschland.[3] Glasgow Financial Alliance for Net Zero (GFANZ), 2023 Progress Report, December 2023, https://assets.bbhub.io/company/sites/63/2023/11/GFANZ-2023-Progress-Report.pdf.[4] International Energy Agency (IEA), World Energy Investment 2023, May 2023, https://www.iea.org/reports/world-energy-investment-2023.[5] Italian Government, Recovery and Resilience Plan, 12 January 2021, https://www.mef.gov.it/export/sites/MEF/en/focus/documents/PNRR-NEXT-GENERATION-ITALIA_ENG_09022021.pdf.[6] German Federal Ministry of Finance, German Recovery and Resilience Plan, January 2021, https://www.bundesfinanzministerium.de/Content/EN/Standardartikel/Press_Room/Publications/Brochures/2021-01-13-german-recovery-and-resilience-plan.pdf.[7] European Commission, REPowerEU – 2 Years on, 13 May 2024, https://energy.ec.europa.eu/node/5357_en.[8] Shahin Vallée, "Germany Has Narrowly Swerved Budget Disaster – But Its Debt Taboo Still Threatens Europe", in The Guardian, 13 December 2023, https://www.theguardian.com/p/pfzhb.[9] Ibid.[10] Sebastian Dullien et al., "Herausforderungern für die Schuldenbremse. Investitionsbedarfe in der Infrastruktur und für die Transformation", in IW-Policy Papers, No. 2/2024 (14 May 2024), p. 8-9, https://www.iwkoeln.de/en/studies/simon-gerards-iglesias-michael-huether-investment-needs-in-infrastructure-and-for-the-transformation.html.[11] Italian Ministry of Economy and Finance, Italy's Stability Programme 2023. Abridged Version, 28 April 2023, p. 23-27, https://www.dt.mef.gov.it/en/attivita_istituzionali/analisi_programmazione_economico_finanziaria/documenti_programmatici/index.html?selezione-anno=2023.[12] Banca d'Italia, Financial Stability Report, No. 1/2024 (April 2024), https://www.bancaditalia.it/pubblicazioni/rapporto-stabilita/index.html.[13] Italian Ministry of Economy and Finance, Italy's Stability Programme 2024. Abridged Version, 9 April 2024, p. v-vii, https://www.dt.mef.gov.it/en/attivita_istituzionali/analisi_programmazione_economico_finanziaria/documenti_programmatici/index.html?selezione-anno=2024.[14] Climate Bonds Initiative, Germany: Green Finance State of the Market, July 2019, https://www.climatebonds.net/node/38227.[15] Danilo Liberati and Giuseppe Marinelli, "Everything You Always Wanted to Know about Green Bonds (But Were Afraid to Ask)", in Questioni di Economia e Finanza, No. 654 (November 2021), https://www.bancaditalia.it/pubblicazioni/qef/2021-0654/index.html.[16] Ujala Qadir and Kamleshan Pillay, Green Bonds for Climate Resilience. State of Play and Roadmap to Scale, Rotterdam, Global Center on Adaptation, 2021, https://gca.org/?p=6754.[17] Nicola Ranger, Olivier Mahul and Irene Monasterolo, Assessing Financial Risks from Physical Climate Shocks: A Framework for Scenario Generation, Washington, World Bank, 2022, p. 19, https://documents.worldbank.org/en/publication/documents-reports/documentdetail/760481644944260441.[18] European Environment Agency (EEA), Economic Losses from Weather- and Climate-related Extremes in Europe, 6 October 2023, https://www.eea.europa.eu/en/analysis/indicators/economic-losses-from-climate-related.[19] EEA, European Climate Risk Assessment, 2024, https://www.eea.europa.eu/publications/european-climate-risk-assessment.[20] Kristin Stechemesser, Jan Endrikat and Edeltraud Guenther, "Insurance Companies' Responses to Climate Change: Adaptation, Dynamic Capabilities and Competitive Advantage", in The Geneva Papers on Risk and Insurance - Issues and Practice, Vol. 40, No. 4 (October 2015), p. 557-584, DOI 10.1057/gpp.2015.1.[21] Peter Martin et al., "Conflicts of Interest: The Cost of Investing in the Energy Transition in a High Interest-rate Era", in Wood Mackenzie Horizons, April 2024, p. 2, https://www.woodmac.com/horizons/energy-transition-investing-in-a-high-interest-rate-era.[22] Martin Arnold, "European Central Bank Cuts Interest Rates for First Time in 5 Years", in Financial Times, 6 June 2024, https://www.ft.com/content/97543fe0-32cb-4427-a1d2-aac2ea5180fc.[23] Banca d'Italia, Decision to Reciprocate a German Macroprudential Measure Pursuant to Recommendation ESRB/2022/4 of the European Systemic Risk Board, 20 October 2022, https://www.bancaditalia.it/compiti/stabilita-finanziaria/politica-macroprudenziale/esrb-20221020/index.html.[24] European Central Bank, Eurosystem Reply to the European Commission's Public Consultations on the Renewed Sustainable Finance Strategy and the Revision of the Non-Financial Reporting Directive, 8 June 2020, p. 20, https://www.ecb.europa.eu/pub/pdf/other/ecb.eurosystemreplyeuropeancommissionpubliconsultations_20200608~cf01a984aa.en.pdf.[25] Danilo Liberati and Giuseppe Marinelli, "Everything You Always Wanted to Know about Green Bonds", cit.[26] Deutsche Börse, Segment for Green Bonds, June 2019, https://www.boerse-frankfurt.de/en/wissen/wertpapiere/anleihen/green-bonds; and International Capital Market Association, The Green Bond Principles. Voluntary Process Guidelines for Issuing Green Bonds, June 2021, https://www.icmagroup.org/sustainable-finance/the-principles-guidelines-and-handbooks/green-bond-principles-gbp.[27] European Parliament and Council of the EU, Regulation (EU) 2023/2631 of 22 November 2023 on European Green Bonds and Optional Disclosures for Bonds Marketed as Environmentally Sustainable and for Sustainability-linked Bonds, point 20, http://data.europa.eu/eli/reg/2023/2631/oj.[28] International Monetary Fund (IMF), "Germany: Financial Sector Assessment Program. Technical Note–The Determinants of Bank Profitability", in IMF Country Reports, No. 22/273 (August 2022), https://www.imf.org/en/Publications/CR/Issues/2022/08/10/Germany-Financial-Sector-Assessment-Program-Technical-Note-The-Determinants-of-Bank-522098; and IMF, "Italy: Financial Sector Assessment Program. Technical Note–Banking Regulation and Supervision and Bank Governance", in IMF Country Reports, No. 20/236 (August 2020), https://www.imf.org/en/Publications/CR/Issues/2020/08/03/Italy-Financial-Sector-Assessment-Program-Technical-Note-Banking-Regulation-and-Supervision-49633.[29] German Federal Ministry for Economic Affairs and Climate Action, "What Exactly Is H2Global?", in Energiewende direkt, No. 01/2022 (4 February 2022), https://www.bmwk-energiewende.de/EWD/Redaktion/EN/Newsletter/2022/01/Meldung/direkt-account.html.[30] German Federal Ministry for Economic Affairs and Climate Action, Roadmap on Expected Hydrogen Off-take in Germany in the German-Norwegian Context, 23 April 2024, https://www.bmwk.de/Redaktion/DE/Downloads/P-R/240424-roadmap-deu-nor-hydrogen-task-force.pdf.

As of January 2024, Italy has assumed the presidency of the G7, setting an ambitious agenda reflecting its domestic priorities and foreign policy interests. Alongside energy, migration and ongoing conflicts as top issues on the agenda, the presidency has made food security and sustainable food systems a priority, with particular attention to the needs of Africa.[1] This aligns with Italy's interest in the continent, exemplified by the recently launched Mattei Plan – an ambitious initiative meant to guide Italy's renewed partnership with African nations.[2]Addressing food security and sustainable food systems
The renewed focus on food security and sustainable food systems is a positive and necessary move. Food insecurity has been rising globally since 2017, driven by climate change, conflict, economic shocks and persistent poverty and inequality. This trend has been exacerbated by the impacts of the Covid-19 pandemic and the Russian invasion of Ukraine with its ripple effect on food and fertiliser prices.[3] In 2022 alone, about 800 million people worldwide faced hunger,[4] with Africa being the continent where the food crisis is most severe.[5]
At the same time, food systems are major contributors to greenhouse gas emissions, biodiversity loss and freshwater consumption.[6] They are also heavily impacted by climate change, which disrupts production and exacerbates food insecurity, especially in Africa. The critical need to transition to more sustainable food practices and adapt to the changing climate is evident.
With only six years left to achieve the goals of the 2030 Agenda and the Paris Agreement, coordinated international action is more urgent than ever. In this context, the Italian G7 presidency has a crucial opportunity to spearhead progress on global food security, build resilience and promote sustainable food systems.Setting the Italian G7 priorities
At the upcoming G7 Leaders' Summit in June, the Italian presidency will unveil the Apulia Food Systems Initiative (AFSI).[7] Although specifics are not yet fully disclosed, its title draws inspiration from precedents such as the 2009 G8 L'Aquila Food Security Initiative and the 2021 G20 Matera Declaration.[8] The AFSI prioritises Africa, recognising its vulnerability to food insecurity, underinvestment and climate change, while acknowledging its significant agricultural potential. Two main interrelated priorities will be at the core of the AFSI: (i) advancing efforts to address the food-climate nexus and (ii) scaling up finance and investments for food security and sustainable food systems.
Regarding the food-climate nexus, the AFSI will contribute to implementing the COP28 UAE Declaration on Sustainable Agriculture, Resilient Food Systems, and Climate Action,[9] endorsed by 159 Heads of State. The Declaration calls for scaled-up financial and technical support to align policies and investments to reduce carbon emissions from the food and agriculture sectors, while also building resilience and helping food producers adapt to climate change, especially in low- and middle-income countries (LMICs).[10] Italy pledged to channel 10 million euros over the next two years to a programme devoted to supporting the Declaration's implementation, co-led by the UAE, World Bank and FAO.[11] Additionally, President Meloni committed to using 70 per cent of Italy's 4.2 billion euro Climate Fund to finance adaptation and mitigation objectives in African countries through the Mattei Plan, utilising a mix of loans, grants and blended investments.[12] The commitment to bolstering adaptation action, including in the food and agriculture sectors, has also been reaffirmed at the G7 Climate, Energy and Environment Ministerial in April.[13]
As for the second priority area of finance and investment, the Italian presidency aims to promote innovative solutions to stimulate public, private and public-private investments to transform food systems and achieve Sustainable Development Goal 2, Zero Hunger. The food systems' finance gap is vast, with projections indicating an additional 350 billion US dollars needed annually by 2030.[14] However, this investment could yield significant returns, translating into annual net benefits of 5 to 10 trillion US dollars by reducing unaccounted health and environmental costs.[15]
The Italian public development bank, Cassa Depositi e Prestiti, has led efforts to foster collective action among public development banks and development finance institutions from G7 countries. This resulted in a joint Statement of Intent highlighting the banks' ambition to increase operational cooperation on co-investment and risk mitigation initiatives and strengthen incentives to attract private sector capital to food-related projects.[16]
Given the limited fiscal space and high debt vulnerability of many LMICs in Africa,[17] the G7 leaders could significantly contribute to easing these constraints by exploring innovative solutions to debt relief such as debt swaps. Under this arrangement, sovereign debt could be forgiven in exchange for a country's commitment to allocate the freed-up funds towards investments in food security and sustainability. Similar approaches have proven effective in other sectors.[18]
Rechannelling special drawing rights (SDRs) – an international reserve asset issued by the International Monetary Fund (IMF) that can be traded for hard currency – to bolster food security efforts is another crucial opportunity.[19] This move would inject much-needed liquidity into countries grappling with severe food crises, enabling them to invest in adaptation actions and support vulnerable populations. Regrettably, the Stresa Communiqué adopted by G7 Finance ministers falls short of seizing these opportunities: it lacks guiding principles for a new approach to debt and notably overlooks any mention of SDRs.[20]Aligning with African needs and priorities
Finance, investments and the food-climate nexus are critical areas for Africa's agri-food system transformation. However, the devil lies in the details.
First, while more finance is needed, it must reach the thousands of African small-scale farmers and micro, small and medium-sized enterprises, especially women and youth, who struggle to access the financial resources they need to develop viable and more sustainable business models.[21] The G7 initiative needs to focus on creating a more supportive financial ecosystem for these actors by scaling up innovative de-risking strategies, developing products that meet their specific needs, building inclusive financial and business support services, and finding innovative ways to channel resources directly to the farmers and their organisations. Additionally, climate finance for food systems adaptation must increase dramatically, as only 1.7 per cent of global climate finance currently targets smallholder farmers.[22]
Moreover, focusing solely on investments poses a risk of leaving least-developed countries behind. G7 resources must also reach fragile and conflict-affected regions, not just those more attractive to private capital. These resources should go beyond emergency response and finance anticipatory actions to prevent future crises.
Second, supporting the integration of food and climate plans, as committed at COP28, is essential. For too long, these interconnected issues have remained in siloes.[23] However, guidance for implementing this commitment remains vague.[24] Concrete options for integrating these plans need to build on existing African and international policy processes. A key opportunity lies in the ongoing formulation of the next phase of the African Union's Comprehensive Africa Agriculture Development Programme (CAADP) – the continent's main policy framework for agri-food systems transformation since 2003.[25] The revision of countries' climate plans – known as Nationally Determined Contributions – in 2025 presents another crucial opportunity to enhance ambitions for climate adaptation and mitigation in the agri-food sector.[26]
Moreover, while it is commendable that G7 countries prioritise support for the most vulnerable countries in addressing the food-climate nexus, it is important to recognise that this nexus and the imperative to transform food systems are equally relevant in G7 countries – with significant incoherencies existing between agricultural subsidies and climate commitments within G7 nations. Although politically sensitive, these inconsistencies must be acknowledged and addressed to ensure comprehensive and effective action on the transition to more sustainability.
Beyond finance and climate, other domains require attention. First, Africa urgently needs to reduce its import dependency to decrease its vulnerability to disruptions in global value chains and international price shocks.[27] This requires boosting intra-regional food trade through the Africa Continental Free Trade Area (AfCFTA) through policies and investments in regional value chain development, infrastructure and improved processing, storage and market access.[28] In this regard, Italy's G7 presidency should connect the AFSI to its efforts to revitalise the Partnership for Global Infrastructure and Investment (PGII), for instance through flagship projects in selected corridors supporting industrialisation based on crop and livestock transformation.
Second, with low agricultural yields in Africa being a key constraint to more sustainability,[29] G7 countries should commit to strengthening Africa's fertiliser industry, investing in greener and organic fertilisers and promoting efficient fertiliser use. Investment in integrated soil and water management practices is also crucial for enhancing soil health, nutrient efficiency and climate resilience – as highlighted in the Nairobi Declaration recently endorsed at the Africa Fertiliser and Soil Health Summit.[30] Also, investing in research and innovation to promote the uptake of climate-resilient agricultural practices tailored to Africa's heterogeneous agricultural systems is key.
Third, food security initiatives in Africa should deliberately support the strengthening of social protection and safety nets to help food-insecure households build resilience in the face of recurrent food crises and afford healthy diets.[31]
Lastly, with almost two-thirds of African women employed in agrifood systems as food producers, agro-dealers, processors, distributors and traders, a transformation to sustainable food systems cannot be achieved without measures to promote gender equality and support women's empowerment.[32] Committing to support to the roll-out of the recently endorsed CFS' Voluntary Guidelines on Gender Equality and Women's and Girls' Empowerment in the context of food security and nutrition, would offer G7 countries the opportunity to advance these interconnected agendas.[33]Key conditions for success
A true partnership approach is needed for the G7 initiative to achieve its goals. With the plethora of international initiatives in the food systems space, it is key to ensure Africa is in the driver's seat, with the AFSI building on existing continental, regional and national food- and climate-related policy processes and plans. Bottlenecks constraining the implementation of such plans need to be identified and addressed, and the capacities of institutions and actors to strategise, innovate, coordinate and regulate should be strengthened at all levels. This includes promoting horizontal and vertical coordination across governments and integrated policies across agriculture, water, environmental, trade, industrial and energy objectives. Mutual accountability, inclusivity and leveraging the voices of diverse stakeholders are also essential.
Building momentum and maintaining coalitions for change require strong leadership and coordination, addressing donor fragmentation and focusing on impactful initiatives while coordinating the deployment of bilateral and multilateral resources. This includes synergising efforts with the Brazilian G20 Presidency and its proposed Global Alliance against Hunger and Poverty,[34] and ensuring continuity across global policy milestones such as COP29, the UN Food Systems Summit+4 and the South African G20 presidency leading up to COP30. This collaboration can pave the way for ambitious and long-lasting results towards more inclusive and resilient African agri-food systems.Cecilia D'Alessandro is the Deputy Head of the Sustainable Food Systems team at the European Centre for Development Policy Management (ECDPM), in Maastricht and Brussels. This commentary is part of a broader IAI project, "Climate mitigation, energy and food security goals within the Italian G7 Presidency", supported by the European Climate Foundation (ECF).[1] FAO, UNGA: FAO and the G7, UN Food Systems Summit+2 and COP28 Presidencies Join Hands to Position Agrifood Systems Transformation High on the International Agenda, 20 September 2023, https://www.fao.org/newsroom/detail/unga--fao-and-the-g7--un-food-systems-summit-2-and-cop28-presidencies-join-hands-to-position-agrifood-systems-transformation-high-on-the-international-agenda/en; and Italian Government, President Meloni's Speech at the United Nations Food Systems Summit, 24 July 2023, https://www.governo.it/en/node/23272.[2] Daniele Fattibene and Stefano Manservisi, "The Mattei Plan for Africa: A Turning Point for Italy's Development Cooperation Policy?", in IAI Commentaries, No. 24|10 (March 2023), https://www.iai.it/en/node/18219.[3] Hanne Knaepen and Koen Dekeyser, "Russia's Invasion Leaves North Africa with a Food Crisis – What Can Europe Do?", in ECDPM Commentaries, 14 March 2022, https://ecdpm.org/work/russias-invasion-leaves-north-africa-food-crisis-what-can-europe-do.[4] FAO et al., The State of Food Security and Nutrition in the World 2023, Rome, FAO, 2023, p. vii, https://doi.org/10.4060/CC3017EN.[5] Sevil Omer, "Africa Hunger Crisis: Facts, FAQs, How to Help", in World Vision, 16 April 2024, https://www.worldvision.org/?p=17548.[6] Massimo Crippa et al., "Food Systems Are Responsible for a Third of Global Anthropogenic GHG Emissions", in Nature Food, Vol. 2, No. 3 (March 2021), p. 198-209, DOI 10.1038/s43016-021-00225-9.[7] Global Summitry Project website: G7 Italy 2024, Apulia Summit, https://globalsummitryproject.com/?p=3677.[8] G8 et al., L'Aquila Joint Statement on Global Food Security - L'Aquila Food Security Initiative, 10 July 2009, https://g7g20-documents.org/database/document/2009-g7-italy-leaders-leaders-language-laquila-joint-statement-on-global-food-security-laquila-food-security-initiative; G20, Matera Declaration on Food Security, Nutrition and Food Systems, 29 June 2021, http://www.g20italy.org/italian-g20-presidency/ministerial-meetings/g20-foreign-affairs-and-development-ministers-meetings.html.[9] COP28, Declaration on Sustainable Agriculture Resilient Food Systems, and Climate Action, 10 December 2023, https://www.cop28.com/en/food-and-agriculture.[10] Italian Ministry of Foreign Affairs, Opening Remarks by Deputy Minister of Foreign Affairs Edmondo Cirielli at UNGA78 Side Event co-organized by Italy "Catalysing Global Action for Sustainable and Resilient Agri-Food Systems Transformation to Accelerate the SDGs", 20 September 2023, https://italyun.esteri.it/en/?p=5406.[11] CGIAR, CGIAR Joins Global Commitments at COP28's Food, Agriculture and Water Day, 12 December 2023, https://www.cgiar.org/news-events/news/cgiar-joins-global-commitments-at-cop28s-food-agriculture-and-water-day.[12] "Meloni Pledges €100 Million, Global South Food Security Efforts at COP28", in Decode39, 1 December 2023, https://decode39.com/?p=8408.[13] G7, Climate, Energy and Environment Ministers' Meeting Communiqué, Turin, 29-30 April 2024, https://www.g7italy.it/wp-content/uploads/G7-Climate-Energy-Environment-Ministerial-Communique_Final.pdf.[14] International Food Policy Research Institute (IFPRI), 2022 Global Food Policy Report: Climate Change and Food Systems, Washington, IFPRI, 2022, https://doi.org/10.2499/9780896294257.[15] Caterina Ruggeri Laderchi et al., Global Policy Report: The Economics of the Food System Transformation, Food System Economics Commission, February 2024, p. 7, https://foodsystemeconomics.org/policy/global-policy-report.[16] Cassa Depositi e Prestiti et al., G7 Public Development Banks and Development Finance Institutions Statement of Intent. Leveraging the Role of G7 Development Finance in Addressing Global Challenges during the 2024 G7 Italian Presidency, 9 May 2024, https://www.cdp.it/resources/cms/documents/2024_G7_Development_Finance_Statement_of_Intent.pdf.[17] FSIN and Global Network Against Food Crises, 2024 Global Report on Food Crises, May 2024, p. 168, https://www.fsinplatform.org/grfc2024.[18] SDG2 Advocacy Hub, Unlocking Finance to End the Cycle of Food Crises, 10 April 2024, https://sdg2advocacyhub.org/?p=9676.[19] On the rechannelling of SDRs to promote investments in food systems see Francesco Rampa et al., "Using Special Drawing Rights for Climate-Resilient Food Systems and Food Security", in ECDPM Commentaries, 4 December 2023, https://ecdpm.org/work/using-special-drawing-rights-climate-resilient-food-systems-and-food-security; and San Bilal et al., "Rechannelling Special Drawing Rights for Food Security and Sustainable Food Systems", in ECDPM Briefing Notes, April 2024, https://ecdpm.org/work/rechannelling-special-drawing-rights-food-security-and-sustainable-food-systems.[20] G7, G7 Finance Ministers and Central Bank Governors' Communiqué, Stresa, 23-25 May 2024, https://www.g7italy.it/wp-content/uploads/Stresa-Communique-25-May-2024.pdf.[21] Cecilia D'Alessandro, "Is Anyone Worried about the Farmer? Don't Just Express Worry in Words, Do Something about It", in ECDPM Commentaries, 30 October 2023, https://ecdpm.org/work/anyone-worried-about-farmer-dont-just-express-worry-words-do-something-about-it.[22] Daniela Chiriac and Baysa Naran, Examining the Climate Finance Gap for Small-Scale Agriculture, Climate Policy Initiative, November 2020, p. 4, https://www.climatepolicyinitiative.org/?p=32593.[23] Thin Lei Win, "Food Systems Take the Stage at COP28: But Will Actions Match Rhetoric?", in IAI Commentaries, No. 23|68 (December 2023), https://www.iai.it/en/node/17918.[24] Lauren Evans, "At COP 28, Countries Pledged to Transform Their Food Systems. Now What?", in Devex, 27 February 2024, https://www.devex.com/news/107121.[25] African Union, African Union Launches the 4th CAADP Biennial Review Report and Post-Malabo Roadmap, 20 March 2024, https://au.int/en/node/43649.[26] Haseeb Bakhtary et al., COP28 Agriculture, Food and Climate National Action Toolkit, Gland, WWF, 2023, https://openknowledge.fao.org/handle/20.500.14283/cc9049en.[27] Francesco Rampa, "Russia's War against Ukraine Should Trigger Structural Solutions to Food Insecurity", in ECDPM Commentaries, 20 June 2022, https://ecdpm.org/work/russias-war-against-ukraine-should-trigger-structural-solutions-food-insecurity.[28] Poorva Karkare, "What It Would Take to Provide Structural Solutions to Food Insecurity in Africa", in ECDPM Commentaries, 4 July 2022, https://ecdpm.org/work/what-it-would-take-provide-structural-solutions-food-insecurity-africa.[29] Hannah Ritchie, "Increasing Agricultural Productivity across Sub-Saharan Africa Is One of the Most Important Problems this century" in Our World in Data, 4 April 2022, https://ourworldindata.org/africa-yields-problem.[30] African Union, Nairobi Declaration. Africa Fertilizer and Soil Health Summit, 9 May 2024, https://au.int/en/node/43771.[31] SDG2 Advocacy Hub, A Global Plan to End Food Crises and Transform Food Systems, April 2024, https://sdg2advocacyhub.org/?p=9667.[32] Katrin Glatzel et al., Bridging the Gap: Policy Innovations to Put Women at the Center of Food Systems Transformation in Africa, Malabo Montpellier Panel, June 2023, https://www.mamopanel.org/resources/reports-and-briefings/bridginggappolicyinnovations-put-women-center-f.[33] UN Committee on World Food Security (CFS), Voluntary Guidelines on Gender Equality and Women's and Girls' Empowerment in the Context of Food Security and Nutrition, 14 June 2023, https://knowledge4policy.ec.europa.eu/node/71037.[34] G20, Task Force for a Global Alliance against Hunger and Poverty, 2024, https://www.g20.org/en/tracks/sherpa-track/hunger-and-poverty.

In this edition, the reader will find ten articles distributed in two thematic sections: Cooperation and asymmetric international integration in matters of security, strategy and commerce and Global culture in international relations.Cooperation and asymmetric international integration in matters of security, strategy and commerce We opened the 2018-I edition of the article entitled "How to strengthen EU-China cooperation based on Belt and Road", by the authors Weidong Wang and Simona Picciau; in which the Belt and Road initiative, presented by the Chinese president Xi Jinping in 2013, promotes cooperation and the strengthening of person-to-person connections between Asia, Africa, and Europe. China has already signed cooperation agreements with more than forty States and trained thirty others. This initiative impacted the establishment of relations between China and the European Union, based on win-win cooperation and aimed at fostering mutual respect.Sonia Alda Mejías publishes her article "The challenges of Latin America to project as a regional actor in the field of international security", in which she considers the possibility of Latin America to project itself as a regional actor in the field of global security from a qualitative methodology. Also, reference as necessary the processes of subregional or regional integration and the development of national and international multilateral cooperation in the field of security and defense, and the participation of Latin American countries in international peace missions, from a sovereignty perspective very marked.The article "Notions of safety and control in the Northern Border Plan: an expression of teichopolitics", by the authors Gilberto Aranda and Cristian Ovando, considers the teichopolitics as a current expression of segmented globalization, which not only raises the erection of walls. Chile manifested this policy in the 70s, undermining border areas as preventive mechanisms to a foreign invasion and today, through the Northern Border Plan. This securitization mechanism aims to guarantee the continuity of trade flows and the cultural consequences that it entails, from the constructivist approach.Pablo Garcés Velástegui presents his article "Latin American integration as a wicked problem: the case for a plural approach". In this paper, social planning is not any problem, but a "wicked", not docile, a problem of exact sciences that involves a public policy issue; a problem hard to define, unique, inherently paradoxical, important, subject to many interpretations and, thus, without a correct solution. Latin American integration has these characteristics, and the implications are relevant for academics and decision makers. If regional integration continues to be approached as an easy problem, the results will probably continue to disagree with expectations."The United Kingdom and Argentina: geopolitics of technological constraint and strategic-export controls", by Daniel Blinder, shows how the United Kingdom controls the export of military or dual-use technology to the Argentine Republic through its defense institutions and trade, as well as with others of an international nature. A strategic public policy at a local and global level represented in the logical space/power, relative to the possibility of Argentina acquiring sensitive technologies.The co-authors Roldán Andrés-Rosales, Luis Alberto Sánchez-Miter and José Nabor Cruz Marcelo, present the article entitled "Insecurity and its impact on tourism in Guerrero: a spatial approach, 1999-2014". This paper gives the reader the possibility to know how Mexican insecurity has affected the economic growth of the State and the region at the tourist level. This is done through a case study in Guerrero because it obeys one of the most insecure areas, classified worldwide, which is an index of violence that shows the concentration of the danger through the analysis of the figures of the Institute. National Statistics and Geography."Asymmetric regionalism as the axis of the South American resistance to Brazil (2000-2013)", by Rita Giacalone, assumes that regionalism in itself creates asymmetric tensions. Brazilian regionalism has realistic, constructivist and institutionalist features, which emphasize such asymmetries following the region-centric paradigm. The organizations built to support the regional and global projection of Brazil generated resistance in South American governments between 2000 and 2013. This article analyzes the opposition of Chile, Argentina, and Venezuela, through a decentralized multipolarity.Global culture in international relationsWe open this thematic section with the article by Juliano Oliveira Pizarro titled "Governance of sport: an inflection of global governance?" In this, it is considered that the global is a birthplace of diverse actors that exercise specific governments, as represented by football. A sport made a social and cultural mechanism that suffers direct impacts from the globalizing processes. FIFA is a non-profit, non-governmental organization, although it may not seem so, because its activities express hybrid and contradictory conditions, either from the perspective of global governance or as a multinational company.Luis González Tule, in his article "Organization of global space in 'classic' geopolitics: a view from critical geopolitics", starts at the roots of the geopolitics and its development, in between of European imperial rivalries, global wars, border mutations, political changes, significant technological developments and transformation in the dynamics of power (1870 and 1945). The classic indoctrinators coming from the main powers established the geopolitical discourses to their accommodation.Thus, this edition closes with the article "The emergence and increase of Anti-Semitism in the Governments of Hugo Chávez and its relationship with the deepening of the relations between Venezuela and Iran (2005-2013)", by Margarita Figueroa Sepúlveda, which establishes the growth of media and Chavez anti-Semitic incidents in 2004, as well as their direct proportional relationship with the rapprochement and creation of new ties with the Islamic Republic of Iran. The ideological convergence —based on anti-imperialism— is analyzed through the empirical evidence provided by primary and secondary sources. The author considers that anti-imperialism made Israel be conceived as an enemy of both countries.Thanking the confidence of the institutional authorities again to edit the Journal of International Relations, Strategy and Security, I invite you to know, use and disseminate the content of this edition. ; En esta edición el lector encontrará diez artículos distribuidos en dos secciones temáticas: Cooperación e integración internacional asimétrica en asuntos de seguridad, estrategia y comercio y Cultura global en relaciones internacionales.Cooperación e integración internacional asimétrica en asuntos de seguridad, estrategia y comercio Abrimos la edición 2018-I con el artículo denominado "Cómo fortalecer la cooperación EE. UU. - China basada en el cinturón y la carretera", de los autores Weidong Wang y Simona Picciau, en el cual la iniciativa belt and road, presentada por el presidente chino Xi Jinping en 2013, promueve la cooperación y el reforzamiento de las conexiones persona-a-persona entre Asia, África y Europa. China ya ha firmado acuerdos de cooperación con más de cuarenta Estados y capacitó a otros treinta. Esto impactó el establecimiento de relaciones entre China y la Unión Europea, basadas en la cooperación win-win y direccionadas al favorecimiento del respeto mutuo.Sonia Alda Mejías publica su artículo "Los desafíos de América Latina para proyectarse como actor regional en el ámbito de la seguridad internacional", en el que contempla la posibilidad de América Latina de proyectarse como actor regional en el ámbito de la seguridad internacional desde una metodología cualitativa. Asimismo, referencia como necesarios los procesos de integración subregional o regional y el desarrollo de la cooperación multilateral intra e internacional en el ámbito de la seguridad y la defensa, y la participación de los países latinoamericanos en las misiones internacionales de paz, desde una perspectiva soberanista muy marcada.El artículo "Las nociones de seguridad y control en el plan frontera norte: una expresión de teichopolítica", de los autores Gilberto Aranda y Cristian Ovando, considera la teichopolítica como una expresión actual de la globalización segmentada, la cual no solo plantea la erección de muros. Chile manifestó dicha política en los años 70, minando zonas fronterizas como mecanismos preventivos a una invasión extranjera y hoy, a través del plan Frontera Norte. Este mecanismo securitario pretende garantizar la continuidad de los flujos comerciales y las consecuencias culturales que conlleva, desde el enfoque constructivista.Pablo Garcés Velástegui presenta su artículo "Integración latinoamericana como un problema perverso: el caso para un abordaje plural". En este la planificación social no es un problema cualquiera, sino uno "perverso", nada dócil, un problema de ciencias exactas que conlleva un tema de política pública; un problema difícil de definir, único, inherentemente paradójico, importante, sujeto a muchas interpretaciones y, así, sin una solución correcta. La integración latinoamericana tiene estas características y las implicaciones son relevantes para académicos y tomadores de decisión. Si la integración regional continúa siendo abordada como un problema dócil, los resultados probablemente seguirán discordando con las expectativas."El Reino Unido y Argentina: geopolítica de la limitación tecnológica y controles de exportación estratégicos", de Daniel Blinder, muestra cómo el Reino Unido controla la exportación de tecnología militar o de uso dual a la República Argentina a través de sus instituciones de defensa y comercio, así como con otras de índole internacional. Una política pública estratégica a nivel local y global representada en la lógica espacio/poder, relativa a la posibilidad de que la Argentina adquiera tecnologías sensibles.Los coautores Roldán Andrés-Rosales, Luis Alberto Sánchez-Mitre y José Nabor Cruz Marcelo presentan el artículo titulado "La inseguridad y su impacto en el turismo en Guerrero: un enfoque espacial, 1999-2014", que le brinda al lector la posibilidad de conocer cómo la inseguridad mexicana ha afectado el crecimiento económico del Estado y la región a nivel turístico. Esto lo hacen a través de un estudio de caso en Guerrero, pues obedece a una de las zonas más inseguras, clasificada a nivel mundial, lo que constituye un índice de violencia que muestra la concentración del peligro a través del análisis de las cifras del Instituto Nacional de Estadística y Geografía."El regionalismo asimétrico como eje de la resistencia sudamericana a Brasil (2000-2013)", de Rita Giacalone, supone que el regionalismo en sí mismo crea tensiones asimétricas. El regionalismo brasileño posee rasgos realistas, constructivistas e institucionalistas, que enfatizan tales asimetrías siguiendo el paradigma región-céntrico. Las organizaciones construidas para apoyar la proyección regional y global de Brasil generaron resistencia en Gobiernos sudamericanos entre 2000 y 2013. Este artículo analiza la resistencia de Chile, Argentina y Venezuela, mediante una multipolaridad descentralizada.Cultura global en relaciones internacionalesAbrimos esta sección temática con el artículo de Juliano Oliveira Pizarro titulado "Gobernanza del deporte: ¿una inflexión de la gobernanza global?". En este se considera que lo global es un espacio de nacimiento de diversos actores que ejercen gobiernos específicos, como lo representa el fútbol. Un deporte hecho mecanismo social y cultural que sufre impactos directos desde los procesos globalizadores. La FIFA es una organización no gubernamental sin fines lucrativos, aunque no lo parezca, pues sus actividades expresan condiciones híbridas y contradictorias, bien sea desde la óptica de la gobernanza global, o bien como una empresa multinacional.Por su parte, Luis González Tule, en su artículo "Organización del espacio global en la geopolítica "clásica": una mirada desde la geopolítica crítica", inicia en las raíces de la geopolíca y su desarrollo, en medio de rivalidades imperiales europeas, guerras mundiales, mutaciones fronterizas, cambios políticos, grandes desarrollos tecnológicos y transformación en las dinámicas de poder (1870 y 1945). Los doctrinantes clásicos provenientes de las principales potencias establecieron los discursos geopolíticos a su acomodo.Así, pues, la presente edición se cierra con el artículo "La emergencia y aumento del antisemitismo en los Gobiernos de Hugo Chávez y su relación con la profundización de las relaciones entre Venezuela e Irán (2005-2013)", de Margarita Figueroa Sepúlveda, que establece el crecimiento de los incidentes antisemitas mediáticos y chavistas en 2004, así como su relación directamente proporcional con el acercamiento y creación de nuevos lazos con la República Islámica de Irán. Se analiza la convergencia ideológica –sustentada en el antiimperialismo–, a través de la evidencia empírica proporcionada por fuentes primarias y secundarias La autora considera que el antiimperialismo hizo que Israel fuera concebido como enemigo de ambos países.Agradeciendo nuevamente la confianza de las autoridades institucionales para editar la Revista de Relaciones Internacionales, Estrategia y Seguridad, los invito a conocer, usar y divulgar el contenido de la presente edición. ; Nesta edição o leitor encontrará dez artigos distribuídos em duas seções temáticas: Cooperação é integração internacional assimétrica em assuntos de seguran- ça, estratégia, comércio e Cultura global em relações internacionais.Cooperação e integração internacional assimétrica em assuntos de segurança, estratégia e comércioAbrimos a edição 2018-I com o artigo denominado "Como fortalecer a coopera- ção EE. UU - China baseada no cinturão e a estrada", dos autores Weidong Wang e Simona Picciau, no qual a iniciativa belt and road apresentada pelo presidente chino, Xi Jinping em 2013, promove a cooperação e o fortalecimento das conexões pessoa-a-pessoa entre a Ásia, África e a Europa. China já assinou acordos de cooperação com mais de quarenta Estados e treinou a outros trinta. Isto impactou o estabelecimento das relações entre a China e a União Europeia, baseadas na cooperação win-win e direcionadas ao favorecimento do respeito mútuoSonia Alda Mejías publica no seu artigo "Os desafios da América Latina para projetar-se como ator regional no âmbito da segurança internacional", no qual contempla a possibilidade da América Latina de projetar-se como ator regional no âmbito da segurança internacional desde uma metodologia qualitativa. Assim mesmo, referência como necessários, os processos de integração sub-regional ou regional e o desenvolvimento da cooperação multilateral "intra" e internacional no âmbito da segurança e a defesa, e a participação dos países latino-americanos nas missões internacionais de paz, desde uma perspectiva "soberanista" muito marcada.O artigo "As noções de segurança e controle no plano fronteira norte: uma expressão de "teichopolítica", dos autores Gilberto Aranda e Cristian Ovando, considera a "teichopolítica" como uma expressão atual da globalização segmentada, na qual não fala somente na construção de muros. Chile manifestou tal política nos anos 70, minando zonas de fronteiras como mecanismos preventivos a uma invasão estrangeira, através do plano Fronteira Norte. Este mecanismo de segurança pretende garantir a continuidade dos fluxos comerciais e as consequências culturais que leva, desde o foco construtivista. Pablo Garcés Velástegui apresenta seu artigo "Integração latino-americana como um problema perverso: o caso para uma abordagem plural". Neste a planificação social não é um problema qualquer, si não um problema "perverso", nada suave, um problema de ciências exatas que encaminha a um tema de política pública; um problema difícil de definir, único, inerentemente paradóxico, importante, sujeito a muitas interpretações e assim sem uma solução correta. A integração latino-americana tem estas características e as implicações são relevantes para acadêmicos e tomadores de decisão. Sem a integração regional continua sendo abordada como um problema suave, os resultados provavelmente continuarão discordando com as expectativas."O Reino Unido e Argentina: geopolítica da limitação tecnológica e controles de exportação estratégicas", de Daniel Blinder, mostra como o Reino Unido controla a exportação tecnologia militar ou de uso dual para a República Argentina através de suas instituições de defesa e comércio, assim também como com outras de caráter internacional. Uma política pública estratégica a nível local e global representada na lógica espaço/poder, relativa a possibilidade de que Argentina adquira tecnologias sensíveis.Os co-autores Roldán Andrés-Rosales, Luis Alberto Sánchez-Mitre e José Nabor Cruz Marcelo apresentam o artigo titulado "A insegurança e o seu impacto no turismo em Guerrero: um enfoque espacial, 1999-2014", que lhe oferece ao leitor a possibilidade de conhecer como a insegurança mexicana tem afetado o crescimento econômico do Estado e da região a nível turístico. Isto o faz através de um estudo de caso em Guerrero, pois abrange a uma das zonas mais inseguras, classificada a nível mundial, o que constitui um índice de violência que mostra a concentração do perigo através das análises das cifras do Instituto Nacional de Estatística e Geografia."O regionalismo assimétrico como eixo da resistência sul-americana ao Brasil (2000-2013)", de Rita Giacalone, supõem que o regionalismo em si mesmo cria tensões assimétricas. O regionalismo brasileiro possui rasgos realistas, construtivistas e institucionalistas, que enfatizam tais assimetrias seguindo o paradigma "região-centrico". As organizações construídas para apoiar a projeção regional e global do Brasil geram resistência nos Governos sul-americanos entre 2000 e 2013. Este artigo analisa a resistência do Chile, Argentina e Venezuela, mediante uma multipolaridade descentralizada.Cultura global em relações internacionaisAbrimos esta seção temática com o artigo de Juliano Oliveira Pizarro titulado "Governança do deporte: uma inflexão da governança global?". Neste se considera que o global é um espaço de nascimento de diversos atores que exercem governos específicos, como representa o futebol. Um esporte feito para mecanismo social e cultural que sofre impactos diretos desde os processos globalizadores. A FIFA é uma organização não governamental sem fins lucrativos, ainda que não pareça, pois, as suas atividades expressam condições híbridas e contraditórias, seja ela, desde a ótica da governança global ou bem como uma empresa multinacional.Luis González Tule, por sua parte, no seu artigo "Organização do espaço global na geopolítica "clássica": um olhar desde a geopolítica crítica", inicia nas raízes da geopolítica e seu desenvolvimento, em meio das rivalidades imperiais europeias, guerras mundiais, mutações de fronteiras, mudanças políticos, grandes desenvolvimentos tecnológicos e transformações nas dinâmicas do poder (1870 e 1945). Os doutrinantes clássicos provenientes das principais potencias estabeleceram os discursos geopolíticos de acordo a sua conveniênciaAssim, a presente edição se fecha com o artigo "A emergência e aumento do antissemitismo nos Governos de Hugo Chávez e sua relação com a aprofundamento das relações entre Venezuela e o Iram (2005-2013)", de Margarita Figueroa Sepúlveda, que estabelece o crescimento dos incidentes antissemitas mediáticos e chavistas em 2004, assim como a sua relação diretamente proporcional com a aproximação e criação de novos laços com a República Islâmica do Iram. Se analisa a convergência ideológica –sustentada no anti-imperialismo–, através da evidencia empírica proporcionada por fontes primárias e secundarias. A autora considera que o anti-imperialismo fez que Israel fosse concebido como inimigo de ambos países.Agradecendo novamente a confiança das autoridades institucionais para editar a Revista de Relações Internacionais, Estratégia e Segurança, os convido a conhecer, usar e divulgar o conteúdo da presente edição.

Ambient Assisted Living (AAL) is an emerging multidisciplinary research area that aims to create an ecosystem of different types of sensors, computers, mobile devices, wireless networks, and software applications for enhanced living environments and occupational health. There are several challenges in the development and implementation of an effective AAL system, such as system architecture, human-computer interaction, ergonomics, usability, and accessibility. There are also social and ethical challenges, such as acceptance by seniors and the privacy and confidentiality that must be a requirement of AAL devices. It is also essential to ensure that technology does not replace human care and is used as a relevant complement. The Internet of Things (IoT) is a paradigm where objects are connected to the Internet and support sensing capabilities. IoT devices should be ubiquitous, recognize the context, and support intelligence capabilities closely related to AAL. Technological advances allow defining new advanced tools and platforms for real-time health monitoring and decision making in the treatment of various diseases. IoT is a suitable approach to building healthcare systems, and it provides a suitable platform for ubiquitous health services, using, for example, portable sensors to carry data to servers and smartphones for communication. Despite the potential of the IoT paradigm and technologies for healthcare systems, several challenges to be overcome still exist. The direction and impact of IoT in the economy are not clearly defined, and there are barriers to the immediate and ubiquitous adoption of IoT products, services, and solutions. Several sources of pollutants have a high impact on indoor living environments. Consequently, indoor air quality is recognized as a fundamental variable to be controlled for enhanced health and well-being. It is critical to note that typically most people occupy more than 90% of their time inside buildings, and poor indoor air quality negatively affects performance and productivity. Research initiatives are required to address air quality issues to adopt legislation and real-time inspection mechanisms to improve public health, not only to monitor public places, schools, and hospitals but also to increase the rigor of building rules. Therefore, it is necessary to use real-time monitoring systems for correct analysis of indoor air quality to ensure a healthy environment in at least public spaces. In most cases, simple interventions provided by homeowners can produce substantial positive impacts on indoor air quality, such as avoiding indoor smoking and the correct use of natural ventilation. An indoor air quality monitoring system helps the detection and improvement of air quality conditions. Local and distributed assessment of chemical concentrations is significant for safety (e.g., detection of gas leaks and monitoring of pollutants) as well as to control heating, ventilation, and HVAC systems to improve energy efficiency. Real-time indoor air quality monitoring provides reliable data for the correct control of building automation systems and should be assumed as a decision support platform on planning interventions for enhanced living environments. However, the monitoring systems currently available are expensive and only allow the collection of random samples that are not provided with time information. Most solutions on the market only allow data consulting limited to device memory and require procedures for downloading and manipulating data with specific software. In this way, the development of innovative environmental monitoring systems based on ubiquitous technologies that allow real-time analysis becomes essential. This thesis resulted in the design and development of IoT architectures using modular and scalable structures for air quality monitoring based on data collected from cost-effective sensors for enhanced living environments. The proposed architectures address several concepts, including acquisition, processing, storage, analysis, and visualization of data. These systems incorporate an alert management Framework that notifies the user in real-time in poor indoor air quality scenarios. The software Framework supports multiple alert methods, such as push notifications, SMS, and e-mail. The real-time notification system offers several advantages when the goal is to achieve effective changes for enhanced living environments. On the one hand, notification messages promote behavioral changes. These alerts allow the building manager to identify air quality problems and plan interventions to avoid unhealthy air quality scenarios. The proposed architectures incorporate mobile computing technologies such as mobile applications that provide ubiquitous air quality data consulting methods s. Also, the data is stored and can be shared with medical teams to support the diagnosis. The state-of-the-art analysis has resulted in a review article on technologies, applications, challenges, opportunities, open-source IoT platforms, and operating systems. This review was significant to define the IoT-based Framework for indoor air quality supervision. The research leads to the development and design of cost-effective solutions based on open-source technologies that support Wi-Fi communication and incorporate several advantages such as modularity, scalability, and easy installation. The results obtained are auspicious, representing a significant contribution to enhanced living environments and occupational health. Particulate matter (PM) is a complex mixture of solid and liquid particles of organic and inorganic substances suspended in the air. Moreover, it is considered the pollutant that affects more people. The most damaging particles to health are ≤PM10 (diameter 10 microns or less), which can penetrate and lodge deep within the lungs, contributing to the risk of developing cardiovascular and respiratory diseases as well as lung cancer. Taking into account the adverse health effects of PM exposure, an IoT architecture for automatic PM monitoring was proposed. The proposed architecture is a PM real-time monitoring system and a decision-making tool. The solution consists of a hardware prototype for data acquisition and a Web Framework developed in .NET for data consulting. This system is based on open-source and technologies, with several advantages compared to existing systems, such as modularity, scalability, low-cost and easy installation. The data is stored in a database developed in SQL SERVER using .NET Web services. The results show the ability of the system to analyze the indoor air quality in real-time and the potential of the Web Framework for the planning of interventions to ensure safe, healthy, and comfortable conditions. Associations of high concentrations of carbon dioxide (CO2) with low productivity at work and increased health problems are well documented. There is also a clear correlation between high levels of CO2 and high concentrations of pollutants in indoor air. There are sufficient reasons to monitor CO2 and provide real-time notifications to improve occupational health and provide a safe and healthy indoor living environment. Taking into account the significant influence of CO2 for enhanced living environments, a real-time IoT architecture for CO2 monitoring was proposed. CO2 was selected because it is easy to measure and is produced in quantity (by people and combustion equipment). It can be used as an indicator of other pollutants and, therefore, of air quality in general. The solution consists of a hardware prototype for data acquisition environment, a Web software, and a smartphone application for data consulting. The proposed architecture is based on open-source technologies, and the data is stored in a SQL SERVER database. The mobile Framework allows the user not only to consult the latest data collected but also to receive real-time notifications in poor indoor air quality scenarios, and to configure the alerts threshold levels. The results show that the mobile application not only provides easy access to real-time air quality data, but also allows the user to maintain parameter history and provide a history of changes. Consequently, this system allows the user to analyze in a precise and detailed manner the behavior of air quality. Finally, an air quality monitoring solution was implemented, consisting of a hardware prototype that incorporates only the MICS-6814 sensor as the detection unit. This system monitors various air quality parameters such as NH3 (ammonia), CO (carbon monoxide), NO2 (nitrogen dioxide), C3H8 (propane), C4H10 (butane), CH4 (methane), H2 (hydrogen) and C2H5OH (ethanol). The monitoring of the concentrations of these pollutants is essential to provide enhanced living environments. This solution is based on Cloud, and the collected data is sent to the ThingSpeak platform. The proposed Framework combines sensitivity, flexibility, and measurement accuracy in real-time, allowing a significant evolution of current air quality controls. The results show that this system provides easy, intuitive, and fast access to air quality data as well as relevant notifications in poor air quality situations to provide real-time intervention and improve occupational health. These data can be accessed by physicians to support diagnoses and correlate the symptoms and health problems of patients with the environment in which they live. As future work, the results reported in this thesis can be considered as a starting point for the development of a secure system sharing data with health professionals in order to serve as decision support in diagnosis. ; Ambient Assisted Living (AAL) é uma área de investigação multidisciplinar emergente que visa a construção de um ecossistema de diferentes tipos de sensores, microcontroladores, dispositivos móveis, redes sem fios e aplicações de software para melhorar os ambientes de vida e a saúde ocupacional. Existem muitos desafios no desenvolvimento e na implementação de um sistema AAL, como a arquitetura do sistema, interação humano-computador, ergonomia, usabilidade e acessibilidade. Existem também problemas sociais e éticos, como a aceitação por parte dos utilizadores mais vulneráveis e a privacidade e confidencialidade, que devem ser uma exigência de todos os dispositivos AAL. De facto, também é essencial assegurar que a tecnologia não substitua o cuidado humano e seja usada como um complemento essencial. A Internet das Coisas (IoT) é um paradigma em que os objetos estão conectados à Internet e suportam recursos sensoriais. Tendencialmente, os dispositivos IoT devem ser omnipresentes, reconhecer o contexto e ativar os recursos de inteligência ambiente intimamente relacionados ao AAL. Os avanços tecnológicos permitem definir novas ferramentas avançadas e plataformas para monitorização de saúde em tempo real e tomada de decisão no tratamento de várias doenças. A IoT é uma abordagem adequada para construir sistemas de saúde sendo que oferece uma plataforma para serviços de saúde ubíquos, usando, por exemplo, sensores portáteis para recolha e transmissão de dados e smartphones para comunicação. Apesar do potencial do paradigma e tecnologias IoT para o desenvolvimento de sistemas de saúde, muitos desafios continuam ainda por ser resolvidos. A direção e o impacto das soluções IoT na economia não está claramente definido existindo, portanto, barreiras à adoção imediata de produtos, serviços e soluções de IoT. Os ambientes de vida são caracterizados por diversas fontes de poluentes. Consequentemente, a qualidade do ar interior é reconhecida como uma variável fundamental a ser controlada de forma a melhorar a saúde e o bem-estar. É importante referir que tipicamente a maioria das pessoas ocupam mais de 90% do seu tempo no interior de edifícios e que a má qualidade do ar interior afeta negativamente o desempenho e produtividade. É necessário que as equipas de investigação continuem a abordar os problemas de qualidade do ar visando a adoção de legislação e mecanismos de inspeção que atuem em tempo real para a melhoraria da saúde e qualidade de vida, tanto em locais públicos como escolas e hospitais e residências particulares de forma a aumentar o rigor das regras de construção de edifícios. Para tal, é necessário utilizar mecanismos de monitorização em tempo real de forma a possibilitar a análise correta da qualidade do ambiente interior para garantir ambientes de vida saudáveis. Na maioria dos casos, intervenções simples que podem ser executadas pelos proprietários ou ocupantes da residência podem produzir impactos positivos substanciais na qualidade do ar interior, como evitar fumar em ambientes fechados e o uso correto de ventilação natural. Um sistema de monitorização e avaliação da qualidade do ar interior ajuda na deteção e na melhoria das condições ambiente. A avaliação local e distribuída das concentrações químicas é significativa para a segurança (por exemplo, deteção de fugas de gás e supervisão dos poluentes) bem como para controlar o aquecimento, ventilação, e sistemas de ar condicionado (HVAC) visando a melhoria da eficiência energética. A monitorização em tempo real da qualidade do ar interior fornece dados fiáveis para o correto controlo de sistemas de automação de edifícios e deve ser assumida com uma plataforma de apoio à decisão no que se refere ao planeamento de intervenções para ambientes de vida melhorados. No entanto, os sistemas de monitorização atualmente disponíveis são de alto custo e apenas permitem a recolha de amostras aleatórias que não são providas de informação temporal. A maioria das soluções disponíveis no mercado permite apenas a acesso ao histórico de dados que é limitado à memória do dispositivo e exige procedimentos de download e manipulação de dados com software proprietário. Desta forma, o desenvolvimento de sistemas inovadores de monitorização ambiente baseados em tecnologias ubíquas e computação móvel que permitam a análise em tempo real torna-se essencial. A Tese resultou na definição e no desenvolvimento de arquiteturas para monitorização da qualidade do ar baseadas em IoT. Os métodos propostos são de baixo custo e recorrem a estruturas modulares e escaláveis para proporcionar ambientes de vida melhorados. As arquiteturas propostas abordam vários conceitos, incluindo aquisição, processamento, armazenamento, análise e visualização de dados. Os métodos propostos incorporam Frameworks de gestão de alertas que notificam o utilizador em tempo real e de forma ubíqua quando a qualidade do ar interior é deficiente. A estrutura de software suporta vários métodos de notificação, como notificações remotas para smartphone, SMS (Short Message Service) e email. O método usado para o envio de notificações em tempo real oferece várias vantagens quando o objetivo é alcançar mudanças efetivas para ambientes de vida melhorados. Por um lado, as mensagens de notificação promovem mudanças de comportamento. De facto, estes alertas permitem que o gestor do edifício e os ocupantes reconheçam padrões da qualidade do ar e permitem também um correto planeamento de intervenções de forma evitar situações em que a qualidade do ar é deficiente. Por outro lado, o sistema proposto incorpora tecnologias de computação móvel, como aplicações móveis, que fornecem acesso omnipresente aos dados de qualidade do ar e, consequentemente, fornecem soluções completas para análise de dados. Além disso, os dados são armazenados e podem ser partilhados com equipas médicas para ajudar no diagnóstico. A análise do estado da arte resultou na elaboração de um artigo de revisão sobre as tecnologias, aplicações, desafios, plataformas e sistemas operativos que envolvem a criação de arquiteturas IoT. Esta revisão foi um trabalho fundamental na definição das arquiteturas propostas baseado em IoT para a supervisão da qualidade do ar interior. Esta pesquisa conduz a um desenvolvimento de arquiteturas IoT de baixo custo com base em tecnologias de código aberto que operam como um sistema Wi-Fi e suportam várias vantagens, como modularidade, escalabilidade e facilidade de instalação. Os resultados obtidos são muito promissores, representando uma contribuição significativa para ambientes de vida melhorados e saúde ocupacional. O material particulado (PM) é uma mistura complexa de partículas sólidas e líquidas de substâncias orgânicas e inorgânicas suspensas no ar e é considerado o poluente que afeta mais pessoas. As partículas mais prejudiciais à saúde são as ≤PM10 (diâmetro de 10 micrómetros ou menos), que podem penetrar e fixarem-se dentro dos pulmões, contribuindo para o risco de desenvolver doenças cardiovasculares e respiratórias, bem como de cancro do pulmão. Tendo em consideração os efeitos negativos para a saúde da exposição ao PM foi desenvolvido numa primeira fase uma arquitetura IoT para monitorização automática dos níveis de PM. Esta arquitetura é um sistema que permite monitorização de PM em tempo real e uma ferramenta de apoio à tomada de decisão. A solução é composta por um protótipo de hardware para aquisição de dados e um portal Web desenvolvido em .NET para consulta de dados. Este sistema é baseado em tecnologias de código aberto com várias vantagens em comparação aos sistemas existentes, como modularidade, escalabilidade, baixo custo e fácil instalação. Os dados são armazenados numa base de dados desenvolvida em SQL SERVER e são enviados com recurso a serviços Web. Os resultados mostram a capacidade do sistema de analisar em tempo real a qualidade do ar interior e o potencial da Framework Web para o planeamento de intervenções com o objetivo de garantir condições seguras, saudáveis e confortáveis. Associações de altas concentrações de dióxido de carbono (CO2) com défice de produtividade no trabalho e aumento de problemas de saúde encontram-se bem documentadas. Existe também uma correlação evidente entre altos níveis de CO2 e altas concentrações de poluentes no ar interior. Tendo em conta a influência significativa do CO2 para a construção de ambientes de vida melhorados desenvolveu-se uma solução de monitorização em tempo real de CO2 com base na arquitetura de IoT. A arquitetura proposta permite também o envio de notificações em tempo real para melhorar a saúde ocupacional e proporcionar um ambiente de vida interior seguro e saudável. O CO2 foi selecionado, pois é fácil de medir e é produzido em quantidade (por pessoas e equipamentos de combustão). Assim, pode ser usado como um indicador de outros poluentes e, portanto, da qualidade do ar em geral. O método proposto é composto por um protótipo de hardware para aquisição de dados, um software Web e uma aplicação smartphone para consulta de dados. Esta arquitetura é baseada em tecnologias de código aberto e os dados recolhidos são armazenados numa base de dados SQL SERVER. A Framework móvel permite não só consultar em tempo real os últimos dados recolhidos, receber notificações com o objetivo de avisar o utilizador quando a qualidade do ar está deficiente, mas também para configurar alertas. Os resultados mostram que a Framework móvel fornece não apenas acesso fácil aos dados da qualidade do ar em tempo real, mas também permite ao utilizador manter o histórico de parâmetros. Assim este sistema permite ao utilizador analisar de maneira precisa e detalhada o comportamento da qualidade do ar interior. Por último, é proposta uma arquitetura para monitorização de vários parâmetros da qualidade do ar, como NH3 (amoníaco), CO (monóxido de carbono), NO2 (dióxido de azoto), C3H8 (propano), C4H10 (butano), CH4 (metano), H2 (hidrogénio) e C2H5OH (etanol). Esta arquitetura é composta por um protótipo de hardware que incorpora unicamente o sensor MICS-6814 como unidade de deteção. O controlo das concentrações destes poluentes é extremamente relevante para proporcionar ambientes de vida melhorados. Esta solução tem base na Cloud sendo que os dados recolhidos são enviados para a plataforma ThingSpeak. Esta Framework combina sensibilidade, flexibilidade e precisão de medição em tempo real, permitindo uma evolução significativa dos atuais sistemas de monitorização da qualidade do ar. Os resultados mostram que este sistema fornece acesso fácil, intuitivo e rápido aos dados de qualidade do ar bem como notificações essenciais em situações de qualidade do ar deficiente de forma a planear intervenções em tempo útil e melhorar a saúde ocupacional. Esses dados podem ser acedidos pelos médicos para apoiar diagnósticos e correlacionar os sintomas e problemas de saúde dos pacientes com o ambiente em que estes vivem. Como trabalho futuro, os resultados reportados nesta Tese podem ser considerados um ponto de partida para o desenvolvimento de um sistema seguro para partilha de dados com profissionais de saúde de forma a servir de suporte à decisão no diagnóstico.

Open Access article, published by EDP Sciences, under the terms of the Creative Commons Attribution License (https://creativecommons.org/licenses/by/4.0), which permits unrestricted use, distribution, and reproduction in any medium, provided the original work is properly cited. Open Access funding provided by Max Planck Society.--All authors: Kim, Jae-Young; Krichbaum, Thomas P.; Broderick, Avery E.; Wielgus, Maciek; Blackburn, Lindy; Gómez, José L.; Johnson, Michael D.; Bouman, Katherine L.; Chael, Andrew; Akiyama, Kazunori; Jorstad, Svetlana; Marscher, Alan P.; Issaoun, Sara; Janssen, Michael; Chan, Chi-kwan; Savolainen, Tuomas; Pesce, Dominic W.; Özel, Feryal; Alberdi, Antxon; Alef, Walter Asada, Keiichi; Azulay, Rebecca; Baczko, Anne-Kathrin; Ball, David; Baloković, Mislav; Barrett, John; Bintley, Dan; Boland, Wilfred; Bower, Geoffrey C.; Bremer, Michael; Brinkerink, Christiaan D.; Brissenden, Roger; Britzen, Silke; Broguiere, Dominique; Bronzwaer, Thomas; Byun, Do-Young; Carlstrom, John E.; Chatterjee, Shami; Chatterjee, Koushik; Chen, Ming-Tang; Chen, Yongjun; Cho, Ilje; Christian, Pierre; Conway, John E.; Cordes, James M.; Crew, Geoffrey B.; Cui, Yuzhu; Davelaar, Jordy; De Laurentis, Mariafelicia; Deane, Roger; Dempsey, Jessica; Desvignes, Gregory; Dexter, Jason; Doeleman, Sheperd S.; Eatough, Ralph P.; Falcke, Heino; Fish, Vincent L.; Fomalont, Ed; Fraga-Encinas, Raquel; Friberg, Per; Fromm, Christian M.; Galison, Peter; Gammie, Charles F.; García, Roberto; Gentaz, Olivier; Georgiev, Boris; Goddi, Ciriaco; Gold, Roman; Gómez-Ruiz, Arturo I.; Gu, Minfeng; Gurwell, Mark; Hada, Kazuhiro; Hecht, Michael H.; Hesper, Ronald; Ho, Luis C.; Ho, Paul; Honma, Mareki; Huang, Chih-Wei L.; Huang, Lei; Hughes, David H.; Ikeda, Shiro; Inoue, Makoto; James, David J.; Jannuzi, Buell T.; Jeter, Britton; Jiang, Wu; Jimenez-Rosales, Alejandra; Jung, Taehyun; Karami, Mansour; Karuppusamy, Ramesh; Kawashima, Tomohisa; Keating, Garrett K.; Kettenis, Mark; Kim, Junhan; Kim, Jongsoo; Kino, Motoki; Koay, Jun Yi; Koch, Patrick M.; Koyama, Shoko; Kramer, Michael; Kramer, Carsten; Kuo, Cheng-Yu; Lauer, Tod R.; Lee, Sang-Sung; Li, Yan-Rong; Li, Zhiyuan; Lindqvist, Michael; Lico, Rocco; Liu, Kuo; Liuzzo, Elisabetta; Lo, Wen-Ping; Lobanov, Andrei P.; Loinard, Laurent; Lonsdale, Colin; Lu, Ru-Sen; MacDonald, Nicholas R.; Mao, Jirong; Markoff, Sera; Marrone, Daniel P.; Martí-Vidal, Iván; Matsushita, Satoki; Matthews, Lynn D.; Medeiros, Lia; Menten, Karl M.; Mizuno, Yosuke; Mizuno, Izumi; Moran, James M.; Moriyama, Kotaro; Moscibrodzka, Monika; Musoke, Gibwa; Müller, Cornelia; Nagai, Hiroshi; Nagar, Neil M.; Nakamura, Masanori; Narayan, Ramesh; Narayanan, Gopal; Natarajan, Iniyan; Neri, Roberto; Ni, Chunchong; Noutsos, Aristeidis; Okino, Hiroki; Olivares, Héctor; Ortiz-León, Gisela N.; Oyama, Tomoaki; Palumbo, Daniel C. M.; Park, Jongho; Patel, Nimesh; Pen, Ue-Li; Piétu, Vincent; Plambeck, Richard; PopStefanija, Aleksandar; Porth, Oliver; Prather, Ben; Preciado-López, Jorge A.; Psaltis, Dimitrios; Pu, Hung-Yi; Ramakrishnan, Venkatessh; Rao, Ramprasad; Rawlings, Mark G.; Raymond, Alexander W.; Rezzolla, Luciano; Ripperda, Bart; Roelofs, Freek; Rogers, Alan; Ros, Eduardo; Rose, Mel; Roshanineshat, Arash; Rottmann, Helge; Roy, Alan L.; Ruszczyk, Chet; Ryan, Benjamin R.; Rygl, Kazi L. J.; Sánchez, Salvador; Sánchez-Arguelles, David; Sasada, Mahito; Schloerb, F. Peter; Schuster, Karl-Friedrich; Shao, Lijing; Shen, Zhiqiang; Small, Des; Sohn, Bong Won; SooHoo, Jason; Tazaki, Fumie; Tiede, Paul; Tilanus, Remo P. J.; Titus, Michael; Toma, Kenji; Torne, Pablo; Trent, Tyler; Traianou, Efthalia; Trippe, Sascha; Tsuda, Shuichiro; van Bemmel, Ilse; van Langevelde, Huib Jan; van Rossum, Daniel R.; Wagner, Jan; Wardle, John; Ward-Thompson, Derek; Weintroub, Jonathan; Wex, Norbert; Wharton, Robert; Wong, George N.; Wu, Qingwen; Yoon, Doosoo; Young, André; Young, Ken; Younsi, Ziri; Yuan, Feng; Yuan, Ye-Fei; Zensus, J. Anton; Zhao, Guangyao; Zhao, Shan-Shan; Zhu, Ziyan; Algaba, Juan-Carlos; Allardi, Alexander; Amestica, Rodrigo; Anczarski, Jadyn; Bach, Uwe; Baganoff, Frederick K.; Beaudoin, Christopher; Benson, Bradford A.; Berthold, Ryan; Blanchard, Jay M.; Blundell, Ray; Bustamente, Sandra; Cappallo, Roger; Castillo-Domínguez, Edgar; Chang, Chih-Cheng; Chang, Shu-Hao; Chang, Song-Chu; Chen, Chung-Chen; Chilson, Ryan; Chuter, Tim C.; Rosado, Rodrigo Córdova; Coulson, Iain M.; Crowley, Joseph; Derome, Mark; Dexter, Matthew; Dornbusch, Sven; Dudevoir, Kevin A.; Dzib, Sergio A.; Eckart, Andreas; Eckert, Chris; Erickson, Neal R.; Everett, Wendeline B.; Faber, Aaron; Farah, Joseph R.; Fath, Vernon; Folkers, Thomas W.; Forbes, David C.; Freund, Robert; Gale, David M.; Gao, Feng; Geertsema, Gertie; Graham, David A.; Greer, Christopher H.; Grosslein, Ronald; Gueth, Frédéric; Haggard, Daryl; Halverson, Nils W.; Han, Chih-Chiang; Han, Kuo-Chang; Hao, Jinchi; Hasegawa, Yutaka; Henning, Jason W.; Hernández-Gómez, Antonio; Herrero-Illana, Rubén; Heyminck, Stefan; Hirota, Akihiko; Hoge, James; Huang, Yau-De; Violette Impellizzeri, C. M.; Jiang, Homin; John, David; Kamble, Atish; Keisler, Ryan; Kimura, Kimihiro; Kono, Yusuke; Kubo, Derek; Kuroda, John; Lacasse, Richard; Laing, Robert A.; Leitch, Erik M.; Li, Chao-Te; Lin, Lupin C. -C.; Liu, Ching-Tang; Liu, Kuan-Yu; Lu, Li-Ming; Marson, Ralph G.; Martin-Cocher, Pierre L.; Massingill, Kyle D.; Matulonis, Callie; McColl, Martin P.; McWhirter, Stephen R.; Messias, Hugo; Meyer-Zhao, Zheng; Michalik, Daniel; Montaña, Alfredo; Montgomerie, William; Mora-Klein, Matias; Muders, Dirk; Nadolski, Andrew; Navarro, Santiago; Neilsen, Joseph; Nguyen, Chi H.; Nishioka, Hiroaki; Norton, Timothy; Nowak, Michael A.; Nystrom, George; Ogawa, Hideo; Oshiro, Peter; Oyama, Tomoaki; Parsons, Harriet; Peñalver, Juan; Phillips, Neil M.; Poirier, Michael; Pradel, Nicolas; Primiani, Rurik A.; Raffin, Philippe A.; Rahlin, Alexandra S.; Reiland, George; Risacher, Christopher; Ruiz, Ignacio; Sáez-Madaín, Alejandro F.; Sassella, Remi; Schellart, Pim; Shaw, Paul; Silva, Kevin M.; Shiokawa, Hotaka; Smith, David R.; Snow, William; Souccar, Kamal; Sousa, Don; Sridharan, Tirupati K.; Srinivasan, Ranjani; Stahm, William; Stark, Antony A.; Story, Kyle; Timmer, Sjoerd T.; Vertatschitsch, Laura; Walther, Craig; Wei, Ta-Shun; Whitehorn, Nathan; Whitney, Alan R.; Woody, David P.; Wouterloot, Jan G. A.; Wright, Melvin; Yamaguchi, Paul; Yu, Chen-Yu; Zeballos, Milagros; Zhang, Shuo; Ziurys, Lucy; Event Horizon Telescope Collaboration ; 3C 279 is an archetypal blazar with a prominent radio jet that show broadband flux density variability across the entire electromagnetic spectrum. We use an ultra-high angular resolution technique - global Very Long Baseline Interferometry (VLBI) at 1.3mm (230 GHz) - to resolve the innermost jet of 3C 279 in order to study its fine-scale morphology close to the jet base where highly variable-ray emission is thought to originate, according to various models. The source was observed during four days in April 2017 with the Event Horizon Telescope at 230 GHz, including the phased Atacama Large Millimeter/submillimeter Array, at an angular resolution of ∼20 μas (at a redshift of z = 0:536 this corresponds to ∼0:13 pc ∼ 1700 Schwarzschild radii with a black hole mass MBH = 8 × 108 M⊙). Imaging and model-fitting techniques were applied to the data to parameterize the fine-scale source structure and its variation.We find a multicomponent inner jet morphology with the northernmost component elongated perpendicular to the direction of the jet, as imaged at longer wavelengths. The elongated nuclear structure is consistent on all four observing days and across diffierent imaging methods and model-fitting techniques, and therefore appears robust. Owing to its compactness and brightness, we associate the northern nuclear structure as the VLBI "core". This morphology can be interpreted as either a broad resolved jet base or a spatially bent jet.We also find significant day-to-day variations in the closure phases, which appear most pronounced on the triangles with the longest baselines. Our analysis shows that this variation is related to a systematic change of the source structure. Two inner jet components move non-radially at apparent speeds of ∼15 c and ∼20 c (∼1:3 and ∼1:7 μas day-1, respectively), which more strongly supports the scenario of traveling shocks or instabilities in a bent, possibly rotating jet. The observed apparent speeds are also coincident with the 3C 279 large-scale jet kinematics observed at longer (cm) wavelengths, suggesting no significant jet acceleration between the 1.3mm core and the outer jet. The intrinsic brightness temperature of the jet components are ≤1010 K, a magnitude or more lower than typical values seen at ≥7mm wavelengths. The low brightness temperature and morphological complexity suggest that the core region of 3C 279 becomes optically thin at short (mm) wavelengths. © J.-Y. Kim et al. 2020. ; The authors of the present paper thank the following organizations and programs: the Academy of Finland (projects 274477, 284495, 312496); the Advanced European Network of E-infrastructures for Astronomy with the SKA (AENEAS) project, supported by the European Commission Framework Programme Horizon 2020 Research and Innovation action under grant agreement 731016; the Alexander von Humboldt Stiftung; the Black Hole Initiative at Harvard University, through a grant (60477) from the John Templeton Foundation; the China Scholarship Council; Comision Nacional de Investigacion Cientifica y Tecnologica (CONICYT, Chile, via PIA ACT172033, Fondecyt projects 1171506 and 3190878, BASAL AFB-170002, ALMA-conicyt 31140007); Consejo Nacional de Ciencia y Tecnologia (CONACYT, Mexico, projects 104497, 275201, 279006, 281692); the Delaney Family via the Delaney Family John A. Wheeler Chair at Perimeter Institute; Direccion General de Asuntos del Personal Academico -Universidad Nacional Autonoma de Mexico (DGAPA -UNAM, project IN112417); the European Research Council Synergy Grant "BlackHoleCam: Imaging the Event Horizon of Black Holes" (grant 610058); the Generalitat Valenciana postdoctoral grant APOSTD/2018/177 and GenT Program (project CIDEGENT/2018/021); the Gordon and Betty Moore Foundation (grants GBMF-3561, GBMF-5278); the Istituto Nazionale di Fisica Nucleare (INFN) sezione di Napoli, iniziative specifiche TEONGRAV; the International Max Planck Research School for Astronomy and Astrophysics at the Universities of Bonn and Cologne; the Jansky Fellowship program of the National Radio Astronomy Observatory (NRAO); the Japanese Government (Monbukagakusho: MEXT) Scholarship; the Japan Society for the Promotion of Science (JSPS) Grant-inAid for JSPS Research Fellowship (JP17J08829); the Key Research Program of Frontier Sciences, Chinese Academy of Sciences (CAS, grants QYZDJSSW-SLH057, QYZDJ-SSW-SYS008, ZDBS-LY-SLH011); the Leverhulme Trust Early Career Research Fellowship; the Malaysian Fundamental Research Grant Scheme (FRGS, grant FRGS/1/2019/STG02/UM/02/6); the Max-PlanckGesellschaft (MPG); the Max Planck Partner Group of the MPG and the CAS; the MEXT/JSPS KAKENHI (grants 18KK0090, JP18K13594, JP18K03656, JP18H03721, 18K03709, 18H01245, 25120007); the MIT International Science and Technology Initiatives (MISTI) Funds; the Ministry of Science and Technology (MOST) of Taiwan (105-2112-M-001-025-MY3, 106-2112-M-001-011, 106-2119-M-001-027, 107-2119-M-001-017, 107-2119-M-001-020, and 107-2119-M-110-005); the National Aeronautics and Space Administration (NASA, Fermi Guest Investigator grant 80NSSC17K0649 and Hubble Fellowship grant HST-HF2-51431.001-A awarded by the Space Telescope Science Institute, which is operated by the Association of Universities for Research in Astronomy, Inc. r , for NASA, under contract NAS5-26555); the National Institute of Natural Sciences (NINS) of Japan; the National Key Research and Development Program of China (grant 2016YFA0400704, 2016YFA0400702); the National Science Foundation (NSF, grants AST-0096454, AST-0352953, AST-0521233, AST-0705062, AST-0905844, AST-0922984, AST-1126433, AST-1140030, DGE-1144085, AST-1207704, AST-1207730, AST-1207752, MRI-1228509, OPP-1248097, AST-1310896, AST-1312651, AST-1337663, AST-1440254, AST-1555365, AST-1715061, AST-1615796, AST-1716327, OISE-1743747, AST-1816420); the Natural Science Foundation of China (grants 11573051, 11633006, 11650110427, 10625314, 11721303, 11725312, 11933007); the Natural Sciences and Engineering Research Council of Canada (NSERC, including a Discovery Grant and the NSERC Alexander Graham Bell Canada Graduate Scholarships-Doctoral Program); the National Youth Thousand Talents Program of China; the National Research Foundation of Korea (the Global PhD Fellowship Grant: grants NRF-2015H1A2A1033752, 2015-R1D1A1A01056807, the Korea Research Fellowship Program: NRF-2015H1D3A1066561); the Netherlands Organization for Scientific Research (NWO) VICI award (grant 639.043.513) and Spinoza Prize SPI 78-409; the New Scientific Frontiers with Precision Radio Interferometry Fellowship awarded by the South African Radio Astronomy Observatory (SARAO), which is a facility of the National Research Foundation (NRF), an agency of the Department of Science and Technology (DST) of South Africa; the Onsala Space Observatory (OSO) national infrastructure, for the provisioning of its facilities/observational support (OSO receives funding through the Swedish Research Council under grant 2017-00648) the Perimeter Institute for Theoretical Physics (research at Perimeter Institute is supported by the Government of Canada through the Department of Innovation, Science and Economic Development and by the Province of Ontario through the Ministry of Research, Innovation and Science); the Russian Science Foundation (grant 17-12-01029); the Spanish Ministerio de Economia y Competitividad (grants PGC2018-098915-B-C21, AYA201680889-P); the State Agency for Research of the Spanish MCIU through the "Center of Excellence Severo Ochoa" award for the Instituto de Astrofisica de Andalucia (SEV-2017-0709); the Toray Science Foundation; the US Department of Energy (USDOE) through the Los Alamos National Laboratory (operated by Triad National Security, LLC, for the National Nuclear Security Administration of the USDOE (Contract 89233218CNA000001)); the Italian Ministero dell'Istruzione Universita e Ricerca through the grant Progetti Premiali 2012-iALMA (CUP C52I13000140001); the European Union's Horizon 2020 research and innovation programme under grant agreement No 730562 RadioNet; ALMA North America Development Fund; the Academia Sinica; Chandra TM6-17006X; the GenT Program (Generalitat Valenciana) Project CIDEGENT/2018/021. This work used the Extreme Science and Engineering Discovery Environment (XSEDE), supported by NSF grant ACI-1548562, and CyVerse, supported by NSF grants DBI-0735191, DBI-1265383, and DBI1743442. XSEDE Stampede2 resource at TACC was allocated through TGAST170024 and TG-AST080026N. XSEDE JetStream resource at PTI and TACC was allocated through AST170028. The simulations were performed in part on the SuperMUC cluster at the LRZ in Garching, on the LOEWE cluster in CSC in Frankfurt, and on the HazelHen cluster at the HLRS in Stuttgart. This research was enabled in part by support provided by Compute Ontario (http://computeontario. r ca), Calcul Quebec (http://www.calculquebec.ca) and Compute Canada (http://www.computecanada.ca).We thank the sta ff at the participating observatories, correlation centers, and institutions for their enthusiastic support. This paper makes use of the following ALMA data: ADS/JAO.ALMA#2016.1.01154.V, ADS/JAO.ALMA#2016.1.01176.V. ALMA is a partnership of the European Southern Observatory (ESO; Europe, representing its member states), NSF, and National Institutes of Natural Sciences of Japan, together with National Research Council (Canada), Ministry of Science and Technology (MOST; Taiwan), Academia Sinica Institute of Astronomy and Astrophysics (ASIAA; Taiwan), and Korea Astronomy and Space Science Institute (KASI; Republic of Korea), in cooperation with the Republic of Chile. The Joint ALMA Observatory is operated by ESO, Associated Universities, Inc. (AUI)/NRAO, and the National Astronomical Observatory of Japan (NAOJ). The NRAO is a facility of the NSF operated under cooperative agreement by AUI. APEX is a collaboration between the Max-Planck-Institut fur Radioastronomie (Germany), ESO, and the Onsala Space Observatory (Sweden). The SMA is a joint project between the SAO and ASIAA and is funded by the Smithsonian Institution and the Academia Sinica. The JCMT is operated by the East Asian Observatory on behalf of the NAOJ, ASIAA, and KASI, as well as the Ministry of Finance of China, Chinese Academy of Sciences, and the National Key R&D Program (No. 2017YFA0402700) of China. Additional funding support for the JCMT is provided by the Science and Technologies Facility Council (UK) and participating universities in the UK and Canada. The LMT is a project operated by the Instituto Nacional de Astrofisica, Optica, y Electronica (Mexico) and the University of Massachusetts at Amherst (USA). The IRAM 30-m telescope on Pico Veleta, Spain is operated by IRAM and supported by CNRS (Centre National de la Recherche Scientifique, France), MPG (Max-Planck-Gesellschaft, Germany) and IGN (Instituto Geografico Nacional, Spain). The SMT is operated by the Arizona Radio Observatory, a part of the Steward Observatory of the University of Arizona, with financial support of operations from the State of Arizona and financial support for instrumentation development from the NSF. The SPT is supported by the National Science Foundation through grant PLR1248097. Partial support is also provided by the NSF Physics Frontier Center grant PHY-1125897 to the Kavli Institute of Cosmological Physics at the University of Chicago, the Kavli Foundation and the Gordon and Betty Moore Foundation grant GBMF 947. The SPT hydrogen maser was provided on loan from the GLT, courtesy of ASIAA. The EHTC has received generous donations of FPGA chips from Xilinx Inc., under the Xilinx University Program. The EHTC has benefited from technology shared under open-source license by the Collaboration for Astronomy Signal Processing and Electronics Research (CASPER). The EHT project is grateful to T4Science and Microsemi for their assistance with Hydrogen Masers. This research has made use of NASA's Astrophysics Data System. We gratefully acknowledge the support provided by the extended sta ff of the ALMA, both from the inception of the ALMA Phasing Project through the observational campaigns of 2017 and 2018. We would like to thank A. Deller and W. Brisken for EHT-specific support with the use of DiFX. We acknowledge the significance that Maunakea, where the SMA and JCMT EHT stations are located, has for the indigenous Hawaiian people. r This research has made use of data obtained with the Global Millimeter VLBI Array (GMVA), which consists of telescopes operated by the MPIfR, IRAM, Onsala, Metsahovi, Yebes, the Korean VLBI Network, the Green Bank Observatory and the Very Long Baseline Array (VLBA). The VLBA is an instrument of the National Radio Astronomy Observatory. The National Radio Astronomy Observatory is a facility of the National Science Foundation operated by Associated Universities, Inc. The data were correlated at the correlator of the MPIfR in Bonn, Germany. This study makes use of 43 GHz VLBA data from the VLBA-BU Blazar Monitoring Program (VLBABU-BLAZAR; http://www.bu.edu/blazars/VLBAproject.html), funded by NASA through the Fermi Guest Investigator Program.

학위논문(석사)--서울대학교 대학원 :국제대학원 국제학과(국제통상전공),2019. 8. 김종섭. ; 본 연구의 목적은 글로벌 가치사슬 (global value chain, GVC), 혹은 여러 국가에 걸친 생산 단계의 분화 과정에 참여하여 특정 형태의 중간재 무역이 증가할 때, 숙련도가 다른 한국 노동자들의 임금에 차별적인 영향이 발생하는 가의 여부를 실증적 분석을 통해 검증하는 것이다. 최근 여러 개발도상국과 선진국에서 국가 내 불평등이 심화되는 현상이 관측되고 있으며, 이는 학계 및 정책입안자들 뿐만 아니라 일반인들의 주요 관심 대상이 되었다. 불평등이 정치적 안정성과 사회 통합에 영향을 미친다는 사실은 오랜 시간 인지되었다. 많은 국가 내에서 포퓰리즘과 시위가 늘어나는 등 정치적 갈등이 심화되고 있으며, 세계에서 경제 규모로 각각 1, 2위를 차지하는 미국과 중국 간의 무역 분쟁으로 현실화된 보호무역주의의 재등장은 오늘날 세계화와 불평등 사이의 상관 관계가 정치적으로 더욱 심각한 의의를 가진다는 것을 보여준다. 그러나 국제 생산 네트워크는 여러 국경을 넘나드는 글로벌 공급망 무역을 통해 촘촘하게 이어지는데, 이러한 글로벌 밸류 체인이 확산된 오늘날에는 관세, 쿼터, 그리고 기타 수입·수출 규제와 같은 비관세장벽의 비용이 더욱 높아졌다. 다시 말해 GVC 시대에서는 각 생산 단계를 거치며 수입 중간재가 국경을 여러 번 넘나들면서 관세의 비용이 누적·증폭되며, 전통적으로 내수형으로 여겨지는 농업과 서비스 같은 산업에 속한 생산과 고용 역시 해외 시장에 의존하는 경향이 커지는데, 이는 내수형 산업들조차 직접적으로 수출되는 제조업품 속의 부가가치로 체화되어 간접적으로 부가가치를 수출하기 때문이다. 따라서 과거 시대에 비해 무역 장벽은 고용과 임금에 더욱 부정적인 영향을 미칠 수 있을 뿐만 아니라, 양자간 무역의 직접적인 당사자 뿐만 아니라 간접적으로 국제 공급 사슬 무역에 참여하는 수많은 관련 국가와 산업들 모두에게 영향을 미칠 수 있다. 따라서 현대 사회에서 보호무역의 비용이 유래없이 높아진 만큼, 과연 그러한 정책의 밑바탕이 된 불평등 문제가 정말 무역에서 비롯된 것인지 정밀하게 연구하는 것은 아주 중요한 문제라고 할 수 있다. 1980년대와 90년대 초반까지 주류 경제학자들의 전반적인 의견은 무역이 불평등에 미친 영향이 미미했으며, 고숙련·저숙련 노동자들의 임금 격차가 벌어진 데에는 숙련 편향적 기술 진보와 같은 다른 요인들이 훨씬 중대한 효과를 미쳤다는 것이었다. 그럼에도 불구하고 세계화와 불평등의 관계에 대한 정책 입안자들과 일부 학계의 염려는 계속되어 왔으며, 특히 해외 아웃소싱 혹은 오프쇼어링과 임금 불평등의 관계에 대한 최근의 경험적 연구들은 여러 상반되는 결과들을 도출하였다. 한편, 글로벌 밸류 체인과 생산의 파편화가 확산된 상황에서는 무역의 잠재적인 숙련 편향적 효과를 새로운 GVC와 부가가치 무역 지수들로 연구하는 것이 중요하다. 이는 리카르도나 애덤 스미스 시대처럼 수출 속 부가가치가 거의 100% 국내에서 생산되는 것이 아니라 해외에서 수입한 중간재 혹은 다른 투입 요소가 차지하는 해외창출 부가가치 비중이 매우 커졌기 때문이다. GVC참여가 노동시장의 소득 재분배에 미치는 영향에 대한 최신의 경험적 연구들 역시 서로 상충되는 결과들을 내놓은 점에서, 더욱 정교한 방법론으로 다듬어진 실증 분석의 필요성이 제기된다. 특히 국제 공급 사슬 무역 속에 체화된 기술과 노동은 전통적 무역 이상으로 산업 고도화나 추가적인 노동 수요와 공급의 이동을 유발할 수 있기 때문에, 같은 GVC무역이라도 산업 혹은 국가에 따라 다른 영향을 미칠 수가 있다. 글로벌 가치 사슬에 가장 활발하게 참여하는 국가 중 하나인 한국의 사례가 중요한 또다른 이유는, 많은 경제학자들이 대학교와 같은 고등 교육에 투자를 해서 고숙련 노동의 비중을 높이는 것이 고숙련·저숙련 노동자 간의 임금 불평등을 해소할 수 있는 효과적 방안으로 제시하고 있고, OECD에서 가장 높은 비율의 고숙련 노동자를 보유하고 있는 한국의 경우 대학 교육 이수자의 지속적인 증가가 있었음에도 불구하고 임금 불평등이 해소되기는커녕 심화되었다는 점이다. 따라서 GVC와 임금 불평등의 구조를 연구하는 것은 GVC참여를 통해서 한국과 비슷한 방식으로 산업들의 기술 구조를 고도화하고자 하는 개발도상국들에게 좋은 참고가 될 수 있을 것이다. 한국의 예는 또한 선진국들에게도 중요한 의의를 가질 수 있다. 한국은 선진국 중에서 특이하게도 강건한 제조업 기반을 유지하고 있으며 반면에 서비스 산업이 상대적으로 낮은 비중을 차지하고 있다. 이런 산업 구조를 가지고 있음에도 GVC참여가 숙련 편향적인 효과를 보인다면, 최근 미국과 같은 선진국들이 보호무역을 통해 억지로 자국으로 (점점 낮은 부가가치를 차지하는) 생산·조립 단계 공정을 되돌리려는 "리쇼어링"을 유도하더라도 그들이 원하는 불평등의 개선 효과가 없을 수도 있다는 점을 함의한다. 산업 구조, 국가의 위치와 규모 등 수많은 요인에 따라 GVC참여가 노동 시장에 미치는 영향이 상이할 수 있는 바, 본 연구는 최근 축적된 국제 생산 분업에 대한 전반적인 선행 연구 분석과 함께 한국의 오프쇼어링, GVC관련 무역, 해외직접투자, 그리고 개발 및 산업 고도화 등의 다방면적인 질적 특성을 살펴봄으로써 이질적인 여러 종류의 GVC참여 방식이 국내 노동자들의 숙련도에 따라 임금에 어떤 상이한 영향을 미칠 수 있는지에 대한 가설을 설정한다. 본격적인 양적 회귀분석에 앞서 질적인 분석을 겸하는 이유는 GVC 무역 내에 체화된 업무와 숙련도를 알아야 노동 시장에 미치는 영향을 보다 정확히 파악할 수 있는 상황 속에서, 현재의 부가가치기준 무역 데이터조차 가치사슬 내의 정확한 산업 고도화 방향과 직무의 구성을 알기 어렵기 때문이다. 연구 가설들을 검정하기 위해 먼저 한국고용노동패널데이터 (KLIPS)에서 추출한 7,689명의 개인과 총 31,974개의 관측치로 이루어진 표본을 구성한 후 2018년 발표된 가장 최신 형태의 경제협력개발기구 (OECD) – 세계무역기구 (WTO) 부가가치 기준 무역 (TiVA) 지표들을 병합한다. 이 실증 분석 모형은 2005년부터 2015년까지 64개국간의 부가가치 무역을 추정하는 TiVA의 36개 산업 수준 지표들을 2009년부터 2017년까지의 개인 수준의 한국 노동자 데이터와 연결한다. 교육 수준으로 측정된 노동의 숙련 수준을 각 노동자가 속한 산업의 세 종류의 GVC 참여 지수 (총 참여율, 전방 참여도, 후방 참여도)와 함께 교차항에 넣어 상호 작용 효과 존재 여부를 살펴본다. 실증 분석을 위해 우선 변형된 Mincer 형태의 임금 모형에 종속변수인 각 개인 수준의 임금과 핵심 독립 변수인 노동 숙련도와 GVC참여율로 구성된 교차항과 함께 다양한 통제 변수와 고정 효과를 넣은 후, 패널 회귀분석을 실시한다. 이처럼 산업 수준 GVC 무역 지표를 개인 수준 임금 데이터와 통합시키는 방법론은 산업 수준 GVC 교역 지수를 산업 수준 임금 데이터와 연결 지은 기존 선행 연구에 비해서 동시적 인과관계로 인해 발생할 수 있는 내생성 편의 문제를 어느 정도 통제할 수 있다는 점에서 상당한 이점을 가진다. 실증 분석 결과 전반적으로 산업 수준에서의 GVC참여가 여러 숙련도로 나뉜 개인 노동자 수준의 임금에 유의미한 차등적인 효과를 보이는 것으로 나타났다. 우선 교차항을 고려하지 않았을 때 전방, 후방 및 총 GVC참여율 모두 다른 변수들을 통제했을 때에도 통계적으로 매우 유의미하게 임금을 높이는 것으로 보였다. 하지만 이와 동시에 GVC참여는 고숙련 노동자들에게 상대적으로 더욱 큰 긍정적 임금 효과를 주는 숙련 편향적 효과가 있는 것으로 나타났다. 여러 종류의 GVC참여 중에서도 전방 참여가 가장 큰 숙련 편향성을 나타내는 것을 드러냄으로써, 본 연구는 GVC참여의 종류를 구분하는 것이 매우 중요하다는 점을 확인하였다. 이는 한국의 노동 시장에 대한 선행 연구들이 거의 다루지 않은 부분일 뿐만 아니라, 최근에 세계 단위로 분석한 연구와 정 반대의 결과를 보여주기 때문에 기존 연구에 상당 부분 기여한다고 할 수 있다. 본 논문의 결과는 또한 동일한 형태의 GVC무역도 국가의 개별적 특성에 따라 체화된 숙련수준과 생산활동의 구성비에 따라 노동시장에 미치는 영향이 다를 수 있다는 점을 시사한다. 한편, 결과의 강건성 검증을 위해 다른 형태의 통제 변수와 모형, 그리고 대안적인 핵심 설명 변수로 시간 래그 변수와 총수출액 대비 부가가치 수출액의 비율(VAX Ratio)을 사용했을 때에도 전반적인 회귀 분석 결과는 유사하게 나오는 것으로 확인하였다. 본 연구는 한국의 경우 글로벌 공급 사슬 무역에 참여하는 것이 적어도 미시적인 수준에서 노동 시장에 숙련 편향적인 효과를 가져온다는 것을 밝히면서도, 동시에 모든 종류의 GVC참여가 노동자들의 전반적인 임금 수준에 긍정적인 영향을 미친다는 점을 보여줌으로써, 최근 불평등을 해소하는 정책으로 확산되는 보호무역주의는 최적의 해결책이 아니라는 경제학의 관점을 경험적 분석을 통해 확인하였다. 본 논문에서 무역과 노동 경제학이 가장 많은 부분을 차지하지만, GVC와 관련된 연구가 여러 학제간 교류가 활발한 간학문적인 분야라는 점과 최근의 무역 전쟁 및 불평등 문제가 정책적으로도 중대한 사안인만큼, 본 연구에 포함된 여러가지 이론 및 실증 분석의 결과들은 정치학, 국제관계학, 정치경제학, 사회학, 교육학, 행정학, 그리고 경영학과 같은 다양한 분야의 연구자들에게 유용한 결과를 제시한다. ; The main objective of this study is to elucidate how exposure to globalization in the form of participation in global value chains (GVCs), or the fragmentation of different stages of production across national and regional borders, has affected the wages of workers with different skill levels in the labor market of South Korea. The rise of income inequality within many developed and developing countries has once again captured the interest of academia, the public, and politicians. It has long been known that inequality affects political stability and social cohesion. Nowadays, political tensions run high in many nations, and as can be seen from various social phenomena such as the rise of populism, civil protests, and protectionism in the form of an ongoing trade war between the world's two largest economies, the U.S. and China, the potential relationship between globalization and inequality continues to have ever more serious political implications. However, the costs of trade barriers such as tariffs, quotas, and other non-tariff barriers such as import or export restrictions are now higher than ever, due to the importance of cross-border supply chain trade that links international production networks. In an era of GVCs, tariffs are escalated because inputs must cross borders multiple times, while production and employment in many seemingly domestic-oriented industries such as agriculture and services actually depend on foreign markets, because their value-added is indirectly embodied as inputs in manufactured exports. Thus, trade restrictions may lead to significantly greater negative impacts on wages and employment than in previous eras. Moreover, barriers aimed bilaterally at one country can affect numerous other countries that participate in production sharing. In light of the high costs of protectionism in the contemporary world, an examination of whether trade actually has adverse distributional effects is crucial. Until the 1980s and early 90s, the consensus of neoclassical economists was that trade only had a minor impact on inequality while skill-biased technical or technological change and other factors were far more important drivers of divergences in the income of high and low skilled workers. Nevertheless, public suspicion and concern over the relationship has been unabated, and more recent literature on the relationship between offshoring and income inequality has shown conflicting results. At the same time, the expansion of global value chains and fragmentation of production increases the importance of studying the potential effects of a skill bias in trade with new GVC and value added trade indicators, since nowadays foreign intermediate goods and services are significantly embodied in the final product exports of a country, unlike the age of David Ricardo or Adam Smith, when exports were only domestically produced. Empirical findings regarding the relation between GVC participation and its distributional impacts on labor have been mixed, furthering the case for continued empirical investigation. The case of Korea, one of the most heavily integrated developed countries in GVCs, is also important because many economists have suggested that more investment in the tertiary education of unskilled workers can alleviate income inequality, but Korea has been experiencing a rise in inequality in spite of having the largest proportion of high skilled workers among OECD countries when following ISCED classifications. As such, a careful examination of how GVCs affect wage inequality can provide useful insights for developing countries that want to consistently upgrade their industries akin to the path that Korea has followed. Likewise, Korea's case has important implications for developed nations: Korea is an outlier among developed nations because it has a remarkably robust manufacturing sector as compared to services, yet, the existence of a skill bias of global supply chain trade in spite of this may imply that current high income economies tempted to engage in protectionism to "re-shore" overseas production back into national borders (such as the U.S.) might not achieve the distributional results they intended. The lower value-added assembly stages of manufacturing coming back would not necessarily contribute to reducing inequality in the home country. A careful examination of the literature on the labor market impacts of international production sharing, as well as the qualitative characteristics of Korea's offshoring, GVC-related trade, foreign direct investment, and development - industrial upgrading trajectory are factored into the formulation of several hypotheses on how heterogeneous types of GVC participation might impact workers of different skills in Korea. This is to complement the limitations of value added trade data in showing the composition of business functions as well as direction of industrial upgrading, as finding the specific mix of tasks and skills embodied in GVC trade is crucial to understanding labor market impacts. To test these hypotheses, a panel data set consisting of 7,689 individuals and 31,974 individual-year observations is constructed by merging and matching data from the Korea Labor Income Panel Survey (KLIPS) with the updated 2018 version of the Organisation for Economic Co-operation and Development (OECD) – World Trade Organization (WTO) Trade in Value Added (TiVA) indicators, which are derived from the Inter-Country Input-Output (ICIO) database. This empirical model links the 36 industry-level indicators of TiVA, which covers 64 economies for 2005-2015, with the micro-individual level data of Korean workers from 2009-2017. The skill level of labor, measured in terms of educational attainment, is interacted with three different types of GVC participation indices (total, forward, and backward) of the respective industries in which the workers are employed each year. The wages of each individual worker, the dependent variable, are regressed on this product term of skills and GVC participation, using a variation of the Mincerian human capital wage equation along with various controls and fixed effects appropriate for this multi-dimensional panel data analysis. This approach of investigating the relationship between industry-level cross-border production sharing indicators on individual-level variables has a significant methodological advantage compared to many earlier studies using industry-level wage variables. Combining the two different levels can mitigate endogeneity concerns that may arise due to simultaneity bias. Overall, the findings of this study show that differences in GVC integration at the industry level indeed have heterogeneous effects on wages of individual workers classified in different skill groups. While all three types of GVC participation have positive effects on wages when controlling for other variables, the direction and magnitude of coefficients for each group of workers suggests the existence of a "skill-bias," in which increased GVC participation has a relatively favorable impact toward higher skilled employees as opposed to low or mid-skilled workers. This skill bias is strongest for forward participation, which underlines the importance of distinguishing between different types of GVC participation, a factor which was neglected in previous empirical studies combining sector-level GVC indicators with individual-level labor data. The fact that these results directly contrast with a recent cross-country study that found skill-biased effects for backward GVC trade rather than forward supply chain linkages, suggests that the country-specific business functions, skills, and tasks embodied within intermediate inputs trade affect the causal relationship between both types of GVC participation and labor market impacts, in line with this dissertation's analysis of Korea's specific position in GVC trade and development trajectory. Moreover, robustness checks show that the results are generally stable when estimated with complementary or alternative specifications of variables and models, including time lags and the Value Added Exports (VAX) ratio. At the same time, although there is a skill bias of global supply chain trade, this research shows that overall wages of workers are positively affected through all types of GVC trade, hence leading to the suggestion that the current protectionist sentiment spreading in the global economy is not the optimal answer to deal with inequality. Although the study mostly draws insights from and fills in the gap in contemporary international trade literature and labor economics, the multi-disciplinary relevance of the findings with respect to global value chains and within-country income inequality should be of interest to scholars and policymakers of many fields, including political science, international relations, political economy, sociology, educational studies, public policy, and business management among others. ; Abstract i Table of Contents v List of Tables and Figures vii I. Introduction 1 1. Background and Research Motivation 1 2. Overview of the Study 12 II. Literature, Theoretical Framework and Hypotheses 17 1. Literature Review 17 1.1. Global Value Chains (GVCs) 17 1.1.1 Concept, History and Terminology 22 1.1.2 GVCs and Value Added Trade Data 33 1.1.3 Importance of Trade in Value Added 42 1.1.4 The Role of Services 44 1.2. Labor Market Impacts of Trade and Offshoring 46 1.2.1 Benefits of Trade 51 1.2.2 Traditional Trade and Inequality 53 1.2.3 Trade in Tasks and Wage Effects 59 1.3 Traditional Proxy Measures of Offshoring Trade 64 1.3.1 Broad and Narrow Offshoring 64 1.4. Second Generation Offshoring Statistics 68 1.4.1 Vertical Specialization 70 1.4.2 VAX Ratio 73 1.5. The GVC Participation Index 76 1.5.1 Backward Participation (Foreign VA in Gross Exports) 78 1.5.2 Forward Participation (Domestic VA in Exports to third countries) 79 1.5.3 Total GVC Participation 79 1.5.4 Data Limitation: Absence of Business Functions and Tasks 81 1.6 Additional Labor Market Impacts of GVC Participation 83 1.6.1 The Smile Curve and Industrial Upgrading 85 1.6.2 Higher growth, development and productivity 93 1.6.3 Empirical Analyses on GVCs and Employment 96 1.6.4 Cross-country Analyses on GVCs and Wages 97 1.7 Korea and Global Value Chains 101 1.7.1 Korea's Prominent Role in GVC Trade 101 1.7.2 Factors underlying Korea's GVC participation 114 1.7.3 Korea's Export-Led Growth and Industrial Upgrading Path 116 1.7.4 Shifting to Higher Value Added Activities and Offshoring Assembly 122 1.7.5 Empirical Literature on the Labor Market Impacts of Globalization in Korea 128 2. Hypotheses Formulation 144 2.1. Model Predictions 144 2.2. Summary of Hypotheses 153 III. Data and Empirical Methodology 155 1. Data Sources and Sample 155 1.1. OECD-WTO Trade in Value Added (TiVA) Indicators 155 1.2. Korea Labor Income Panel Survey (KLIPS) 158 2. Econometric Analysis 161 2.1. Baseline Panel Regression Wage Equation Model 161 3. Variable Construction 163 3.1. Constructing Variables from KLIPS 163 3.2. Skills and Educational Attainment Variables 166 3.3. Constructing GVC Trade Variables from OECD TiVA 170 3.4. Alternative GVC Measures for Robustness Checks 172 3.5. Matching GVC Industries with KLIPS 174 IV. Results and Interpretation 177 1. Main Specification 177 1.1. Total GVC Participation 180 1.2. Forward GVC Participation 187 1.3. Backward GVC Participation 192 2. Further Robustness Checks 195 2.1. International ISCED Definition of Skills 196 2.2. Robustness to Endogeneity and Simultaneous Equation Bias 198 2.3. Individual Fixed Effects 199 2.4. Alternative Specifications: Time-Lagged GVC Trade Variables 202 2.5. Alternative Specifications: Value Added Export (VAX) Ratio 208 V. Conclusion 218 1. Contribution to Economics Literature 218 2. Contribution to Policy-Making and Other Academic Fields 222 3. Limitations and Suggestions for Future Research 223 List of References (Bibliography) 228 국문 초록 (Abstract in Korean) 260 ; Master

Priorities for future sustainable development within Europe and Central Asia are formulated in visions by governments and societal actors. Integrated scenario and modelling studies enable the assessment of impacts on nature, nature's contributions to people, and a good quality of life resulting from these priorities, and help to co-design and codeliver appropriate pathways to sustainable futures (established but incomplete) (5.1.2, 5.4.2, 5.4.3, 5.5.2). Priorities for future sustainable development are captured in regional visions, which describe a future desired by society or parts of society in Europe and Central Asia. Matching these priorities to the Sustainable Development Goals and Aichi Biodiversity Targets revealed that regional priorities include sustainable economic growth in tandem with sustainable industrialization (Goal 8, Goal 9), sustainable agriculture, forestry, aquaculture and management of natural resources (Goal 15, Target 7), all promoted by sustainable consumption and production patterns (Goal 12, Target 4). Climate action and sustainable energy (Goal 13, Goal 7) are also priorities. Reduced inequalities (Goal 10), gender equality (Goal 5) and peace, justice and strong institutions (Goal 16), as well as representation of a diverse range of values, are less emphasized (established but incomplete) (5.1.2, 5.4.2, 5.4.3). Integrated assessments of future interactions between the priorities for sustainable development and nature and its contributions to people, which support proactive decisionmaking that anticipates change, mitigates undesirable trade-offs and fosters societal transformation in pursuit of a good quality of life, are rare due to the complexity of human and environment interdependencies (well established) (5.1.1, 5.3.1, 5.5.3, 5.5.4). Nevertheless, ignoring these complexities is likely to cause undesired trade-offs and to prevent the realization of synergies (5.3.1). Cross-sectoral and cross-scale integration of adaptation, mitigation and transformative actions and policies by multiple actors is key to the co-design and co-delivery of appropriate pathways to realize visions of future sustainable development (established but incomplete) (5.4.2, 5.4.3, 5.5.2, 5.5.3, 5.5.5, 5.5.6). The choices made by decision-makers and societal actors are expected to lead to large differences in future impacts on nature, nature's contributions to people, and good quality of life within Europe and Central Asia (established but incomplete) (5.2.3, 5.3.3, 5.3.4). More positive impacts are projected under futures that assume proactive decision-making on environmental issues and promote a more holistic approach to managing human and environmental systems which supports multifunctionality and multiple contributions from nature to people (established but incomplete) (5.2.3, 5.3.3, 5.3.4). Projecting historical trends into the future under a businessas- usual scenario results in stable trends in nature (e.g. reflected in biodiversity vulnerability indices), negative trends in nature's regulating contributions (e.g. regulation of climate or hazards and extreme events) and mixed trends in nature's material contributions (e.g. food production) (established but incomplete) (5.3.3, 5.6.1). Different assumptions about future trends in drivers lead to widely varying projected impacts on nature, nature's contributions to people and a good quality of life. Under economic optimism scenarios, where global developments are steered by economic growth and environmental problems are only dealt with when solutions are of economic interest, an increase in the provision of most of nature's material contributions to people (e.g. food and timber) is projected associated with a general decline in nature and its regulating contributions to people (e.g. air and water quality regulation) (established but incomplete) (5.3.3, 5.6.1). Under regional competition scenarios there is a growing gap between rich and poor, increasing problems with crime, violence and terrorism, and strong trade barriers. Consequently, its impacts are highly mixed with generally large declines in nature (e.g. habitat maintenance and creation) and the most negative impacts of all scenarios on nature's non-material contributions to people (e.g. learning and inspiration) and good quality of life indicators (e.g. health and well-being) (established but incomplete) (5.3.3, 5.6.1). Inequality scenarios, which assume increasing economic, political and social inequalities, where power becomes concentrated in a relatively small political and business elite who invest in green technology, result in negative impacts on nature's regulating contributions to people (established CHAPTER 5. CURRENT AND FUTURE INTERACTIONS BETWEEN NATURE AND SOCIETY 575 but incomplete), but mixed or unclear impacts on other indicators (inconclusive) (5.3.3, 5.6.1). Under global sustainable development scenarios, which are characterized by an increasingly proactive attitude of global policymakers towards environmental issues and a high level of regulation, positive impacts are projected for nature and its regulating contributions to people. Predominantly positive trends are also projected for nature's material contributions to people and good quality of life indicators, with some regional variation (established but incomplete) (5.3.3, 5.6.1). Under regional sustainability scenarios, which show increased concern for environmental and social sustainability and a shift toward local and regional decision-making, similar impacts are projected as for global sustainable development. Regional sustainability, however, leads to slightly fewer benefits for nature's regulating and material contributions to people (with decreases in food provision) than global sustainable development and more positive impacts on nature's non-material contributions to people and good quality of life, particularly traditional knowledge and supporting identities reflecting the local focus of the regional sustainability scenario (established but incomplete) (5.3.3, 5.6.1). Trade-offs between nature and different contributions from nature to people are projected under all plausible futures for Europe and Central Asia (established but incomplete) (5.3.3, 5.3.4). How these trade-offs are resolved depends on political and societal value judgements within each plausible future. In general, those futures where environmental issues are mainstreamed across sectors are more successful in mitigating undesirable cross-sector trade-offs, resulting in positive impacts across a broad range of indicators concerning nature, nature's contributions to people and good quality of life indicators (established but incomplete) (5.3.3, 5.6.1). Trade-offs between nature's material and regulating contributions to people are commonly projected in the economic optimism and regional competition scenarios, which tend to promote a limited number of nature's material contributions to people. For example, increases in food provision (generally associated with the expansion of agricultural land or the intensification of livestock production and fish captures) are often associated with decreases in the provision of nature's regulating contributions to people (e.g. prevention of soil erosion, regulation of water quality and quantity) and nature values. Similar trade-offs were projected between increases in timber provision and decreases in nature's regulating (e.g. carbon sequestration) and non-material (e.g. aesthetic value) contributions to people. Such trade-offs lead to strong positive effects in nature's contributions to people with market values and negative effects in nature's contributions to people without market values (established but incomplete) (5.3.3, 5.6.1). Trade-offs were also apparent under the sustainability scenario archetypes, particularly in relation to the use of land and water (e.g. effects of agricultural extensification – the opposite of agricultural intensification - or increases in bioenergy croplands on other land uses and biodiversity) (established but incomplete) (5.6.1). However, such scenarios proactively deal with such trade-offs through, for example, political choices aiming to maximize synergizes through mainstreaming and multifunctionality (global sustainable development) or through societal choices to live less resource-intensive lifestyles and, hence, reduce demand for nature's material contributions to people (regional sustainability). Impacts of plausible futures differ across the regions of Europe and Central Asia. Hence, regional and national decision-makers face different trade-offs between nature and its various contributions to people. Cooperation between countries opens up possibilities to mitigate undesirable crossscale impacts and to capitalize on opportunities (established but incomplete) (5.3.3). In Central Asia, significant water shortages are projected in the long-term. This affects farmers' choices between intensive crop production and more sustainable production with resulting impacts on nature's regulating contributions to people, such as water quality (established but incomplete) (5.3.3). Similar impacts on water stress are projected under future scenarios for Central Europe, including decreases in multiple contributions from nature to people from wetlands (established but incomplete) (5.3.3). Transboundary and integrated water management strategies that protect minimum water levels for the environment are projected to mitigate these negative impacts. In Eastern Europe, particularly Russia, trade-offs between wood extraction and carbon sequestration are projected. Sustainable forest management and reforestation of areas set aside from agricultural activities are suggested as having the potential to mitigate such trade-offs. Similarly, in mountain systems in Central and Western Europe and in marine systems in all subregions adaptive management strategies are projected to address the vulnerability of the majority of nature's contributions to people (established but incomplete) (5.3.3). In the European Union (EU), significant differences between northern and southern countries are projected. Most scenarios indicate increases in agricultural production for food, feed and bioenergy for northern European Union countries, while decreases in agricultural and timber production, as well as increases in water stress, are projected for southern European Union countries. The latter is projected to have considerable negative impacts on nature's non-material contributions to people, such as national heritage and tourism-related services dependent on local food production. Scenarios which included international coordination of adaptive measures across THE REGIONAL ASSESSMENT REPORT ON BIODIVERSITY AND ECOSYSTEM SERVICES FOR EUROPE AND CENTRAL ASIA 576 geographical areas were projected to have better capacity to cope with, or mitigate, undesirable cross-scale impacts (established but incomplete) (5.3.3). Future impacts of drivers of change on nature and its contributions to people in Europe and Central Asia are likely to be underestimated because scenario studies are dominated by a few individual drivers (e.g. climate change) and often omit other important drivers (e.g. pollution) that may adversely affect their impacts (well established) (5.2.2, 5.3.2). Scenario studies predominantly focus on single direct drivers and fail to capture interactions between drivers (well established) (5.2.2, 5.3.2). Climate change is the most represented single direct driver in scenarios of biodiversity and ecosystem change. By contrast other direct drivers, such as pollution and invasive alien species, which are known to have an adverse impact on nature and its contributions to people, are poorly represented in scenario studies (well established) (5.2.2). Single-driver scenarios fail to capture various dynamics such as feedbacks and synergies between and amongst indirect and direct drivers operating at different scales. Policy approaches that consider single drivers or single sectors are unlikely to successfully address environmental problems as they do not consider trade-offs between different drivers, impacts and responses. Integrated, multi-driver scenario studies offer a more realistic assessment of impacts to inform robust decision-making about future sustainable development pathways that avoid unintended consequences (established but incomplete) (5.2.1, 5.2.2, 5.2.4, 5.3.1, 5.3.3, 5.3.4, 5.4.4, 5.4.5, 5.5.5). Priorities for future sustainable development expressed by governments and other societal actors for Europe and Central Asia are more widely achieved under plausible futures that consider a diverse range of values (established but incomplete) (5.3.4, 5.5.4, 5.5.5, 5.6.1). Recognizing the different time frame of the scenarios of plausible futures (often 2050 or later) to those stated in the Sustainable Development Goals and Aichi Biodiversity Targets (2030 or 2020), continuing current trends under a business-as-usual scenario is estimated to lead to failure in achieving most of the Sustainable Development Goals (13 out of 17), but mixed effects on achieving the Aichi Biodiversity Targets (8 achieved). Economic optimism is estimated to have a mixed level of success in achieving the goals (8 achieved), but would fail to achieve the majority of the targets (16 out of 20), while regional competition fails to reach the majority of all goals and targets (15 and 19, respectively). The focus of these scenarios on instrumental values and individualistic perspectives, with little acknowledgement of relational or intrinsic values, means they are unlikely to offer effective sustainable solutions to environmental and social challenges (established but incomplete) (5.3.4, 5.6.1). In contrast, the sustainability scenarios (regional sustainability and global sustainable development) are estimated to achieve the majority of the Sustainable Development Goals and Aichi Biodiversity Targets. Such scenarios attempt to support nature and its multiple nature's contributions to people and aspects of a good quality of life. Thus, they represent a greater diversity of values, but often at the acceptance of lower, or more extensive, production of nature's material contributions to people (established but incomplete) (5.3.4, 5.6.1). Multiple alternative pathways exist to achieve the priorities for future sustainable development set by governments and societal actors within Europe and Central Asia and in particular for mitigating tradeoffs between nature and nature's contributions to people (established but incomplete) (5.5.2). The most promising pathways include long-term societal transformation through continuous education, knowledge sharing and participatory decisionmaking. Such pathways emphasize nature's regulating contributions to people and the importance of relational values in facilitating a holistic and systematic consideration of nature and nature´s contribution to people across sectors and scales (established but incomplete) (5.5.3, 5.5.4). Four types of pathways have been developed to address trade-offs between food, water, energy, climate and biodiversity at different scales (5.5.2). Green economy pathways focus on sustainable intensification and diversification of production activities coupled with the protection and restoration of nature. Low carbon transformation pathways focus on biofuel production, reforestation and forest management. Both types of pathways include actions related to technological innovation, land sparing or land sharing. Green economy and low carbon transformation pathways do not fully mitigate trade-offs between nature's material contributions to people, nature conservation, and nature's regulating and non-material contributions to people (established but incomplete) (5.5.2, 5.5.4). Ecotopian solutions pathways focus on radical social innovation to achieve local food and energy self-sufficiency and the production of multiple contributions from nature to people. They include actions on multifunctionality within individual land uses with connecting green infrastructure, urban design and food production (established but incomplete) (5.5.2, 5.5.4). Transition movements pathways emphasize a change towards relational values, promoting resource-sparing lifestyles, continuous education, new urban spatial structures and innovative forms of agriculture where different knowledge systems are combined with technological innovation. Transformation is achieved through local empowerment, participatory decision-making processes, community actions and voluntary agreements. As opposed to other pathways, transition movements CHAPTER 5. CURRENT AND FUTURE INTERACTIONS BETWEEN NATURE AND SOCIETY 577 pathways address all of the Sustainable Development Goals identified as being important in the Europe and Central Asia visions (5.1.2, 5.5.4), except Goal 7 (sustainable energy). The narrative offers the broadest set of actions targeting elements of nature, multiple contributions from nature to people (material, regulating and non-material) and multiple dimensions of a good quality of life (established but incomplete) (5.5.2, 5.5.4, 5.6.1). Different sets of actions and combinations of policy instruments are suggested by the different pathways. Joint instruments suggested across pathways give priority to participation, education and awareness raising, and often cross-scale integration and mainstreaming of environmental objectives across sectors (established but incomplete) (5.5.2, 5.5.3, 5.5.4, 5.5.6). The green economy and low carbon transformation pathways build towards sustainability without challenging the economic growth paradigm. They are implemented through combinations of top-down legal and regulatory instruments mixed with economic and financial instruments designed at regional (European Union) or national levels (Eastern Europe and Central Asia). Such pathways are often formulated at a sectoral level, and integration across sectoral pathways is critical. However, because green economy and low carbon transformation pathways do not fully mitigate trade-offs, they may not be sufficient alone to achieve sustainability (established but incomplete) (5.5.2, 5.5.4, 5.6.1). The trade-offs are better addressed by diverse local bottom-up transition movements or ecotopian solutions pathways (5.5.2). Such pathways reconsider fundamental values and lifestyles through sets of actions focusing on less resource-intensive lifestyles, education, knowledge sharing, good social relations and equity (e.g. food and dietary patterns, transport, energy and consumption patterns). Transition movements pathways also develop bottom-up transformative capabilities by combining rights-based instruments and customary norms (including indigenous and local knowledge) and social and information instruments (established but incomplete) (5.5.3, 5.5.4). The sets of actions proposed in the pathways are not mutually exclusive and can be combined. For example, actions from green economy and low carbon transformation pathways may pave the way towards more transformative transition movements pathways. Moreover, future transitions to sustainability may be fostered through cross-scale integration and mainstreaming of environmental issues into sectoral policies and decisions, along with nurturing diverse social, institutional and technological experiments (established but incomplete) (5.5.5). Participatory scenario, vision and pathway development is a powerful approach for knowledge co-production and has great potential for the explicit inclusion of indigenous and local knowledge (established but incomplete) (5.4.3, 5.5.1, 5.5.2, 5.5.6, 5.6.2). Many scenario, vision and pathways exercises include local stakeholders and their valuable knowledge and practices. However, the use of different knowledge systems, such as indigenous and local knowledge, was rarely explicitly mentioned in studies (5.6.2). Explicit examples that included indigenous and local knowledge (see Boxes 5.2, 5.6 and 5.10), show a clear added value from combining different forms of knowledge with technological innovations, and cultural diversity, norms and customary rights when pursuing goals of sustainable development (5.2.2, 5.5.2, 5.5.3, 5.5.6). Knowledge gaps and resulting uncertainties in exploring future interactions between nature and society are substantial because integrated assessments of future impacts on nature, nature's contributions to people and a good quality of life that take account of the complex interdependencies in human and environmental systems are rare (well established) (5.6.2). Very few studies were available for Central Asia and to a lesser extent for Eastern Europe (well established) (5.6.2). Less information was also available for marine systems than for terrestrial and freshwater systems (well established) (5.6.2). Few integrated scenario and modelling studies include indicators of nature's nonmaterial contributions to people and good quality of life (5.3.2, 5.5.1, 5.6.2) and therefore existing assessments of synergies and trade-offs are limited in the interactions and feedbacks they represent (well established) (5.3.2). No studies were found that assessed future flows of nature's contributions to people across countries, which would have been important to assess the impacts of the scenarios and pathways for Europe and Central Asia on other parts of the world (well established) (5.6.2). There is also a significant gap in the current literature in recognizing the diversity of values, with the focus being mainly on instrumental values (well established) (5.6.2). Finally, scenario and modelling studies include many uncertainties in their projections of the future resulting from input data, scenario assumptions, model structure and propagation of uncertainties across the integrated components of the systems, which should be borne in mind when interpreting their results (well established).

Máster Universitario en Ingeniería Industrial ; Los deportes extremos, cada día más comunes en la dedicación lúdica del usuario medio, generalmente se caracterizan por aprovechar distintos tipos de energía – como la potencial almacenada en cotas altas de montaña o la energía de las olas – en energía cinética para el disfrute de la sensación de velocidad y adrenalina que, por norma general, transmiten. La necesidad del estudio hacia la innovación de este proyecto surge de las limitaciones actuales de los medios empleados en deportes de deslizamiento como el esquí – similares como el surf, wakeboard, kitesurf, sandboard -. En el caso concreto del esquí, seleccionado como dedicación especial de este estudio el 99,6% la de esquí internacional se distribuye tan solo en 56 países. España se sitúa muy cerca de uno de los principales núcleos de este deporte con más del 45% de afluencia, los Alpes, y además cuenta común importante mercado interior, sin embargo, la cifre de visitantes media en los últimos años a las estaciones españolas no ha superado los 5,5 millones de usuarios – muy lejos de los 56 de Francia o los 28 de Italia -. Tras adquirir los conocimientos sobre patentes, vías para adquirir la protección, su legislación y el procedimiento de solicitud; el estudio se encamina a lograr un salto creativo en la técnica del campo de interés. Este proceso contempla distintas fases de estudio y diseño. Las fases – definidas en el Capítulo 3 de la memoria – siguen el principio de la ingeniería concurrente empleando la sinergia entre metodologías tradicionales de estudio de patentes TRIZ, la valoración cuantitativa de diseños funcionales mediante QFD y el empleo de técnicas modernas de la industria para la síntesis de conceptos a partir de la patentometría (Método de los Escenarios Ponderados). La primera fase, la vigilancia tecnológica, elaborará una base de conocimiento con 367 patentes relacionadas con el campo de la técnica que se pretende desarrollar – en concreto los campos A63C10/11 y A63C5/08 dentro de la clasificación IPC- que son los medios de asistencia motorizados al deporte del esquí. Las patentes se clasificaron de manera cronológica de manera que el proceso permite adquirir una noción de los saltos evolutivos de las soluciones propuestas lo largo de la historia. Se pueden identificar de los estudios extraídos una tendencia creciente en este campo. La reciente influencia de las cámaras de acción y las redes sociales ha generado un boom por la práctica de nuevas actividades y deportes extremos; como consecuencia la acción inventiva recibe un gran impulso. También se analiza los datos geopolíticos de las patentes. determinar el ámbito de protección es un hito clave de la fase de vigilancia. Los resultados del análisis muestran que los principales países donde se busca proteger este tipo de invenciones son EEUU, Alemania, Francia, Japón y en una proporción no tan comparable Canadá y el resto de países europeos. Es cierto que gran parte de las patentes apuntan a un marco mundial o europeo desde un principio, lo que indica que es un mercado muy extenso en cuanto a geografía. Un 15% de las solicitudes proviene de fabricantes mientras que el 85% restante ha sido explotado por el propio inventor o probablemente licenciado a posteriori al mejor postor. Los fabricantes con más solicitudes son Atomic Gmbh, Saroy Engineering, Bibollet SA, Yamaha y Head Sport. Todos ellos son fabricantes con un gran catálogo de productos dedicados al deporte del esquí o similares, y que probablemente puedan verse interesados en la adquisición de una patente como la que se propone en caso de suponer un éxito de mercado. Esto enmarca el proyecto en un escenario ideal para buscar la inversión particular en este tipo de invención. Además, el análisis particular de los productos de estos fabricantes no lleva a ver la magnitud que realizan en I+D, la clase de productos que buscan y las posibilidades de mejora que se pueden incluir en el diseño. Todas las patentes se clasifican en problemas y sub-problemas. El objetivo es centrarse en uno de ellos para el diseño enfocado. Los problemas identificados como principales son: medios de propulsión, maniobrabilidad, versatilidad, seguridad y entrenamiento, estructura y forma y reducción del coste. La conclusión del análisis muestra que un campo que aún presenta capacidad de mejora, la versatilidad de las invenciones en distintos medios – agua, nieve, tierra -. Una vez focalizado el problema se pasa al diseño funcional. Este inicio ya parte de la opinión de usuarios potenciales en cuanto a qué conceptos entienden como funcionalidades necesarias en la invención y su importancia relativa. En base a esto, se construye un modelo de calidad con evaluaciones cuantitativas (QFD) para proponer la mejor estructura funcional. Mediante los métodos TRIZ de descomponen los elementos esenciales de las soluciones. De la descomposición de las soluciones, empleando el Métodos de Escenarios Ponderados para una síntesis de elementos a modo de rompecabezas, se conforman varias soluciones que mejoran las patentes existentes hasta la fecha. La valoración cuantitativa de estas soluciones nos lleva a la toma de decisión por una de ellas. La invención será un sistema de tracción formado por un elemento tractor dron multirrotor, de seis o más rotores accionados por motores de DC; una línea de arrastre y un sistema de control. Dicho sistema de control está conformado por un manillar de dirección, donde se alojan los controles electrónicos a distancia del vuelo del dron y los dispositivos de visualización digital del estatus de la marcha; y por un arnés, unido a la línea de arrastre principal mediante un sistema de liberación rápida en caso de caída o peligro. La línea principal pasa a través de un orificio en el manillar y está anclada a otros dos puntos en los extremos de la barra mediante un sistema regulable en longitud. El paso posterior es adecuar el diseño a un concepto visualmente atractivo y convincente para el usuario. En concreto el elemento de mayor influencia es el mencionado manillar de control. Se emplea el método Kansei para validar un diseño visual a través de síntesis de propiedades físicas y emociones del usuario. Los datos se toman mediante una encuesta en formato electrónico y sobre un set de muestras conceptuales compuesto de bocetos digitales y fotografías. a. Los resultados indican que la inclusión del arnés en el sistema es fundamental para garantizar seguridad. Asimismo, un manillar amplio y horizontal proporciona al usuario sensación de maniobrabilidad y comodidad que otras configuraciones no aportan. El contorneado del agarre, la inclusión de muchos materiales y un acabado cuidado presentan un diseño más atractivo a todos los públicos. Dicha invención fue dimensionada y validada en el Capítulo 7 de la memoria. En éste se calculó la potencia necesaria a desarrollar por un multirrotor de arrastre para tirar de un esquiador en el ascenso de una pendiente a velocidad constante. EL planteamiento estático del problema permite un primer dimensionamiento de los principales componentes del multirrotor, así como una especificación de sus capacidades de carga. En concreto, para el arrastre de un esquiador a una velocidad constante de 5 m/s y en unas condiciones de pendiente y viento desfavorables el empuje necesario en los impulsores se sitúa en torno a los 16kg de fuerza por rotor – con un número mínimo de 8 rotores para aportar redundancia – y una potencia total de 26 KW. El multirrotor tendrá una envergadura aproximada de 2,2m y sus rotores, un diámetro de 85 cm (23 pulgadas). Todo ello teniendo en cuenta un factor de sobredimensionamiento para efectos dinámicos transitorios. La selección de componentes permite elaborar el presupuesto para el prototipo inicial a construir. El prototipo inicial se sitúa en un intervalo de coste entre los 20.000€ y los 30.000€. Valor razonable al compararlo con productos de aplicación similar y prototipos de competidores directos. El cliente al que se enfoca la invención queda muy por encima del gasto medio del usuario (español) en ocio y deporte. El nicho de mercado por tanto deberán ser las grandes corporaciones que gestionan los resorts de esquí y sus actividades, de manera que la innovación pueda introducirse como valor añadido en su modelo de negocio y éstos saquen rentabilidad de la patente a través de su alquiler al usuario final como actividad. Al conocer los costes y el enfoque de ventas, junto con la inversión en la propiedad industrial se puede elaborar un estudio de viabilidad económica para la inversión en el desarrollo de esta patente. En el capítulo 8 se detalla el marco económico propicio para el desarrollo de esta inversión. El método de valoración escogido es un descuento de flujos libres de caja. Los resultados, para la estimación de crecimiento y ventas, ofrecen un VAN por encima de los 100.000 €, una tasa de rentabilidad del 17% superior al retorno exigido por el mercado (11,5%). Teniendo en cuenta que la inversión se realiza hasta el fin de la protección industrial (20 años) el periodo de retorno son 13 años. Con todo ello la solicitud de patente se realizó el día 27 de Enero de 2017se realizó siguiendo las pautas establecidas por la Ley, como se puede observar en el Documento 2 de este proyecto. Se obtuvo el número de solicitud P201700061 para la patente "Sistema de remolque por multirrotor para deportes de deslizamiento". ; Extreme sports, more and more common in the leisure time of the average user, are usually characterized by taking advantage of different types of energy - such as the potential energy stored at high mountain heights or wave energy - in kinetic energy to enjoy the sensation of speed and adrenaline that, as a general rule, these kind of sports transmit. The need for study towards innovation of this project arises from the current limitations of the means employed in sliding sports such as skiing - similar to surfing, wakeboarding, kitesurfing, sandboarding. In the specific case of skiing, selected as the special dedication of this study, 99.6% of international skiing is distributed in only 56 countries. Spain is situated very close to one of the main centers of this sport with more than 45% of influx, the Alps, and also counts with an important domestic market, however the average number of visitors in recent years to the Spanish resorts has not exceeded 5.5 million users - far from the 56 in France or 28 in Italy. After gaining knowledge about patents, ways to acquire protection, its legislation and the application procedure; the study aims to achieve a creative leap in the technique on the field of interest. This process contemplates different phases of study and design. The phases - defined in Chapter 3 of the report - follow the principle of concurrent engineering using the synergy between traditional patent study methodologies TRIZ, the quantitative valuation of functional designs using QFD and the use of modern industry techniques for synthesis of concepts from the patentometry (Method of Weighted Scenarios). The first phase, technological surveillance, will develop a knowledge base with 367 patents related to the field of the technology that is intended to be developed - specifically fields A63C10/11 and A63C5/08 within the IPC classification - which are the means of motorized assistance to skiing. The patents were classified in a chronological way so that the process allows acquiring a notion of the evolution of the solutions proposed throughout the history. A growing trend in this field can be identified from the studies extracted. The recent influence of action cameras and social networks has generated a boom for the practice of new activities and extreme sports; as a result the inventive action receives a great impulse. The geopolitical data of patents is also analyzed. Determining the scope of protection is a key milestone of the monitoring phase. The results of the analysis show that the main countries who seek to protect this type of inventions are the USA, Germany, France, Japan and in a proportion not so comparable Canada and the rest of European countries. It's true that most patents point to a global or European framework from the outset, indicating that it's a very extensive market, geographically. 15% of the applications come from manufacturers while the remaining 85% has been exploited by the inventor himself or probably licensed after the highest bidder. Manufacturers with more applications are Atomic Gmbh, Saroy Engineering, Bibollet SA, Yamaha and Head Sport. All of them are manufacturers with a large catalog of products dedicated to the sport of skiing or similar, and may probably be interested in acquiring a patent like the one proposed, in the case of a market success. This frames the project in an ideal scenario to look for the particular investment in this type of invention. In addition, the particular analysis of the products of these manufacturers does not lead to seeing the magnitude they invest in R&D, the kind of products they are looking for and the possibilities of improvement that can be included in the design. All patents are classified into problems and sub-problems. The goal is to focus on one of them for the focused design. The problems identified as main are: means of propulsion, maneuverability, versatility, safety and training, structure and shape and cost reduction. The conclusion of the analysis shows that a field that still presents capacity for improvement, the versatility of inventions in different media - water, snow, earth. Once focused the problem we move on to functional design. This beginning already derives from part of the opinion of potential users as to what concepts they understand as necessary functionalities in the invention and its relative importance. Based on this, a quality model is constructed with quantitative evaluations (QFD) to propose the best functional structure. Through the TRIZ methods the essential elements of the solutions are decomposed. From the decomposition of the solutions, using the Weighted Scenario Methods for a synthesis of elements as a puzzle, several solutions are formed that improve the existing patents to date. The quantitative evaluation of these solutions leads us to the decision-making of one of them. The invention will be a traction system formed by a multi-rotor driving element, of six or more rotors driven by DC motors; a drag line and a control system. This control system is made up of a steering handle, which houses the remote electronic controls of the flight of the drone and the devices of digital display of the status of the march; and by a harness, attached to the main drag line by means of a quick release system in case of fall or danger. The main line passes through a hole in the handlebar and is anchored to two other points at the ends of the bar by a system adjustable in length. The next step is to adapt the design to a visually attractive and convincing concept for the user. In particular, the most influential element is the mentioned control handlebar. The Kansei method is used to validate a visual design through the synthesis of physical properties and emotions of the user. The data are taken through a survey in electronic format and on a set of conceptual samples composed of digital sketches and photographs. The results indicate that the inclusion of the harness in the system is fundamental to guarantee safety. Also, a wide horizontal handlebar gives the user a feeling of maneuverability and comfort that other configurations do not provide. The contouring of the grip, the inclusion of many materials and a careful finish present a design more attractive to all audiences. The mentioned invention was dimensioned and validated in Chapter 7 of the report. Here was calculated the power the dragging multi-rotor has to develop to pull a skier in the ascent of a slope at constant speed. The static approach of the problem allows a first dimensioning of the main components of the multi-rotor as well as a specification of its load capacities. Specifically, to drag a skier at a constant speed of 5 m/s and under unfavorable slope and wind conditions, the necessary thrust in the impellers is around 16 kg of force per rotor - with a minimum number of 8 Rotors to provide redundancy - and a total power of 26 KW. The multi-rotor will have an approximate span of 2.2m and its rotors, a diameter of 85cm (23 inches). All this taking into account an oversizing factor for transient dynamic effects. The selection of components allows the budget for the initial prototype to be constructed. The initial prototype is in a cost range between €20,000 and €30,000. Fair value when compared to products of similar application and prototypes of direct competitors. The customer to whom the invention is focused is well above the average expenditure of the user (Spanish) in leisure and sports. The market niche should therefore be the large corporations that manage the ski resorts and their activities, so that the innovation can be introduced as added value for their business model and these will make profitability of the patent through their rent to the final user as an activity. By knowing the costs and the approach of sales, together with the investment in the industrial property an economic feasibility study for the investment in the development of this patent can be elaborated. Chapter 8 details the economic framework conducive to the development of this investment. The valuation method chosen is a discount of free cash flows. The results, for the estimation of growth and sales, offer a NPV above 100,000 €, a rate of return of 17% higher than the return demanded by the market (11.5%). Considering that the investment is made until the end of industrial protection (20 years) the return period is 13 years. With all of this, the patent application was made on the 27th of January 2017, and was done following the guidelines established by the Law, as can be seen in Document 2 of this project. Application number P201700061 was obtained for the patent "Sistema de remolque por multirrotor para deportes de deslizamiento".

How to Cite This Article: Ahmadi Doulabi M, Sajedi F, Vameghi R, Mazaheri MA, Akbarzadeh Baghban AR. Socioeconomic Status Index to Interpret Inequalities in Child Development. Iran J Child Neurol. Spring 2017; 11(2):13-25.AbstractObjectiveThere have been contradictory findings on the relationship between Socioeconomic Status (SES) and child development although SES is associated with child development outcomes. The present study intended to define the relationship between SES and child development in Tehran kindergartens, Iran.Materials & Methods This cross-sectional survey studied 1036 children aged 36-60 month, in different kindergartens in Tehran City, Iran, in 2014-2015.The principal factor analysis (PFA) model was employed to construct SES indices. The constructed SES variable was employed as an independent variable in logistic regression model to evaluate its role in developmental delay as a dependent variable.Results The relationship between SES and developmental delay was significant at P=0.003. SES proved to have a significant (P<0.05) impact on developmental delay, both as an independent variable and after controlling risk factors.Conclusion There should be more emphasis on developmental monitoring and appropriate intervention programs for children to give them higher chance of having a more productive life. 1. Haghdoost AA. Complexity of the Socioeconomic Status and its Disparity as a Determinant of Health. Int J Prev 2012; 3(2):75. 2. Behavioral and social sciences research. Measuring Socioeconomic Status. e-Source 2013; Available from:http://www.esourceresearch.org 3. Bradley RH, Corwyn RF. Socioeconomic status and child development. Annu Rev Psychol 2002;53(1):371-99. 4. de Moura DR, Costa JC, Santos IS, Barros AJ, Matijasevich A, Halpern R, et al. Risk factors for suspected developmental delay at age 2 years in a Brazilian birth cohort. Paediatr Perinat Epidemiol 2010;24(3):211-21. 5. Feinstein L. Inequality in the early cognitive development of British children in the 1970 cohort. Economica 2003;70(277):73-97. 6. Anderson LM, Shinn C, Fullilove MT, Scrimshaw SC, Fielding JE, Normand J, et al. The effectiveness of early childhood development programs: A systematic review. Am J Prev Med 2003;24(3):32-46. 7. Health CoSDo. Early child development: a powerful equalizer: final report for the World Health Organization's Commission on the Social Determinants of Health. 2007. 8. Sadock BJ, Sadock VA. Kaplan and Sadock's synopsis of psychiatry: Behavioral sciences/clinical psychiatry: Lippincott Williams & Wilkins; 2011. 9. Vameghi R, Hatamizadeh N, Sajedi F, Shahshahanipoor S, Kazemnejad A. Production of a native developmental screening test: the Iranian experience. Child Care Health Dev 2010;36(3):340-5. 10. Radomski MV, Latham CAT. Occupational therapy for physical dysfunction: Lippincott Williams & Wilkins; 2008.P.197. 11. Myers K.M. & Collett B. Psychiatric Rating Scales, In: Cheng K. & Myers K.M. Child and Adolescent Psychiatry, Lippincott Williams & Wilkins, Baltimore, Maryland: The Essentials; 2007 .P.17-40. 12. Siddiqi A, Hertzman E, Irwin LG, Hertzman C. Early child development: A powerful equalizer. Improving equity in health by addressing social determinants. 2012:115-141. Avaliable from : www.who.int 13. Marmot M, Friel S, Bell R, Houweling TA, Taylor S, Health CoSDo. Closing the gap in a generation: health equity through action on the social determinants of health. The Lancet 2008;372(9650):1661-9. 14. Commission on Social Determinants of Health. Closing the gap in a generation: health equity through action on the social determinants of health (final report). Geneva: World Health Organization, 2008. 15. Regalado M, Halfon N. Primary care services promoting optimal child development from birth to age 3 years: review of the literature. Arch Pediatr Adolesc Med 2001;155(12):1311-22.16. Kershaw P, Warburton B. A Comprehensive Policy Framework for Early Human Capital Investment in BC. 2009. Available from : www.vancouversun.com 17. Grantham-McGregor S, Cheung YB, Cueto S, Glewwe P, Richter L, Strupp B, et al. Developmental potential in the first 5 years for children in developing countries. The lancet 2007;369(9555):60-70. 18. Andraca Id, Pino P, La Parra Ad, Rivera F, Castillo M. Factores de riesgo para el desarrollo psicomotor en lactantes nacidos en óptimas condiciones biológicas. Rev Saude Publica 1998;32(2):138-47. 19. Lima M, Eickmann S, Lima A, Guerra M, Lira P, Huttly S, et al. Determinants of mental and motor development at 12 months in a low income population: a cohort study in northeast Brazil. Acta Paediatr 2004;93(7):969-75. 20. Walker SP, Wachs TD, Gardner JM, Lozoff B, Wasserman GA, Pollitt E, et al. Child development: risk factors for adverse outcomes in developing countries. The lancet 2007;369(9556):145-57. 21. Guo G, Harris KM. The mechanisms mediating the effects of poverty on children's intellectual development. Demography 2000;37(4):431-47. 22. Chilton M, Chyatte M, Breaux J. The negative effects of poverty & food insecurity on child development. Indian J Med Res 2007;126(4):262. 23. Miller JE. Developmental screening scores among preschoolaged children: The roles of poverty and child health. J Urban Health 1998;75(1):135-52. 24. Glascoe FP. Early detection of developmental and behavioral problems. Pediatr Rev 2000;21(8):272-80. 25. Rydz D, Srour M, Oskoui M, Marget N, Shiller M, Birnbaum R, et al. Screening for developmental delay in the setting of a community pediatric clinic: a prospective assessment of parent-report questionnaires. J Pediatr 2006;118(4):e1178-e86. 26. Glascoe F. Early detection of developmental and behavioral problems. Pediatr Rev 2000;21(8):272-80. 27. Sajedi F, Vameghi R, Habibollahi A, Lornejad H, Delavar B. Standardization and validation of the ASQ developmental disorders screening tool in children of Tehran city. Tehran Univ Med J 2012;70(7). 28. Shahshahani S, Vameghi R, Azari N, Sajedi F, Kazemnejad A. Validity and Reliability Determination of Denver Developmental Screening Test-II in 0-6 Year– Olds in Tehran. Iran J Pediatr 2010;20(3):313. 29. Afraz F, Ahmadi M, Sajedi F, Akbarzadeh bagheban A. Development Status of 4-24 Months Children Born to Teenage Mothers Referred to Health Care Centers in Yasuj, 2013. YUMSJ 2015;20(3):253-63. 30. Shahshahani S, Vameghi R, Azari N, Sajedi F, Kazemnejad A. Comparing the Results of Developmental Screening of 4-60 Months Old Children in Tehran Using ASQ & PDQ. Iran Rehab J 2011;9:3-7. 31. Shaahmadi F, Khushemehri G, Arefi Z, Karimyan A, Heidari F. Developmental Delay and Its Effective Factors in Children Aged 4 to12 Months. Int J Pediatr 2015;3(1.1):396-402. 32. Karami K AL, Moridi F, Falah F, Bayat Z, Pourvakhshoori N. Evaluation criteria and factors associated with the development of one year old children in Khorramabad. J Pediatr Nurs 2015. 2015;1(3):57-64. 33. Dorre F, Fattahi Bayat G. Evaluation of children's development (4-60mo) with history of NICU admission based on ASQ in Amir kabir Hospital, Arak. J Ardabil Univ Med Sci 2011;11(2):143-50. 34. Sajedi F,Doulabi M, Vameghi R, Baghban A, Mazaheri MA, Mahmodi Z, Ghasemi E. Development of Children in Iran: A Systematic Review andMeta-Analysis. Glob J Health Sci 2016; 8(8): 145–161. 35. Tervo RC. Identifying patterns of developmental delays can help diagnose neurodevelopmental disorders. Clin Pediatr (Phila) 2006;45(6):509-17. 36. Sajedi F, Vameghi R, Kraskian Mujembari A. Prevalence of undetected developmental delays in Iranian children. Child Care Health Dev 2014;40(3):379-88. 37. Spencer N. Social, economic, and political determinants of child health. Pediatrics 2003;112(Supplement 3):704- 6. 38. Rafiey H VM, Sajjadi H, Ghaed, Amini Gh. Family Income and Child Health in Iran: Recognition of Intermediary Variables' Role using Sructured Equation Models. Hakim Res J 2015(3).2010-2014 39. Poon JK, Larosa AC, Pai GS. Developmental delay: timely identification and assessment. Indian Pediatr 2010;47(5):415-22. 40. Conger RD, Conger KJ, Martin MJ. Socioeconomic status, family processes, and individual development. J Marriage Fam 2010;72(3):685-704. 41. Sajedi F, Vameghi R, Mohseni Bandpei MA et al. Motor developmental delay in 7500 Iranian infants: Prevalence and risk factors. Iran J Child Neurol 2009;3(3):43-50. 42. Potijk MR, Kerstjens JM, Bos AF, Reijneveld SA, de Winter AF. Developmental delay in moderately preterm-born children with low socioeconomic status: risks multiply. J Pediatr 2013;163(5):1289-95. 43. Brooks-Gunn J, Duncan GJ. The effects of poverty on children. Future Child 1997:55-71. 44. CatL-TEoP. Children and the Long-Term Effects of Poverty. The connecticut commission on children. 2004. June .Available from :https://www.cga.ct.gov. 45. Komro KA, Flay BR, Biglan A, Consortium PNR. Creating nurturing environments: A science-based framework for promoting child health and development within high-poverty neighborhoods. Clin Child Fam Psychol Rev 2011;14(2):111-34. 46. Canadian Institute for Health Information and Canadian Population Health Initiative,. Improving the Health of Canadians. Summary Report [electronic Resource]. Canadian Institute for Health Information.2004. Available from :https://www.cihi.ca 47. Evans GW. The environment of childhood poverty. Am Psychol. 2004;59(2):77.92 48. Elbers J, Macnab A, McLeod E. Article originale. Can J Rural Med 2008;13(1).9-14 49. Richter J, Janson H. A validation study of the Norwegian version of the Ages and Stages Questionnaires. Acta Paediatr 2007;96(5):748-52. 50. Glascoe FP. Screening for developmental and behavioral problems. Ment Retard Dev Disabil Res Rev 2005;11(3):173-9. 51. Squires J, Bricker D, Potter L. Revision of a parent-completed developmental screening tool: Ages and Stages Questionnaires. J Pediatr Psychol 1997;22(3):313- 28. 52. Lindsay NM, Healy GN, Colditz PB, Lingwood BE. Use of the Ages and Stages Questionnaire to predict outcome after hypoxic - ischaemic encephalopathy in the neonate. J Paediatr Child Health 2008;44(10):590-5. 53. Yu LM, Hey E, Doyle LW, Farrell B, Spark P, Altman DG, et al. Evaluation of the Ages and Stages Questionnaires in identifying children with neurosensory disability in the Magpie Trial follow - up study. Acta Paediatr 2007;96(12):1803-8. 54. Vameghi R, Sajedi F, Mojembari AK, Habiollahi A, Lornezhad HR, Delavar B. Cross-cultural adaptation, validation and standardization of Ages and Stages Questionnaire (ASQ) in Iranian children. Iran J Public Health 2013;42(5):522. 55. Fukuda Y, Nakamura K, Takano T. Municipal socioeconomic status and mortality in Japan: sex and age differences, and trends in 1973–1998. Soc Sci Med 2004;59(12):2435-45. 56. Morasae EK, Forouzan AS, Majdzadeh R, Asadi-Lari M, Noorbala AA, Hosseinpoor AR. Understanding determinants of socioeconomic inequality in mental health in Iran's capital, Tehran: a concentration index decomposition approach. Int J Equity Health 2012;11(1):1-13. 57. Rohani-Rasaf M, Moradi-Lakeh M, Ramezani R, Asadi- Lari M. Measuring socioeconomic disparities in cancer incidence in Tehran, 2008. SN:1513-7368 (Print); 1513- 7368 (Linking).Asian Pac J Cancer Prev 2012;13(6):2955- 60. 58. Moradi-Lakeh M, Ramezani M, Naghavi M. Equality in safe delivery and its determinants in Iran. Arch Iran Med 2007;10(4):446-51. 59. Krefis AC, Schwarz NG, Nkrumah B, Acquah S, Loag W, Sarpong N, et al. Principal component analysis of socioeconomic factors and their association with malaria in children from the Ashanti Region, Ghana. Malar J 2010;9(1):201. 60. Najafianzadeh M, Mobarak-Abadi A, Ranjbaran M, Nakhaei M. Relationship between the Prevalence of Food Insecurity and Some Socioeconomic and Demographic Factors in the Rural Households of Arak, 2014.Iran J Nutr Sci Food Technol 2015;9(4):35-44. 61. de Onis M, Blössner M, Villar J. Levels and patterns of intrauterine growth retardation in developing countries. Eur J Clin Nutr 1998;52:S5-15. 62. Paiva GSd, Lima ACVMd, Lima MdC, Eickmann SH. The effect of poverty on developmental screening scores among infants. Sao Paulo Med J 2010;128(5):276-83. 63. Najman JM, Aird R, Bor W, O'Callaghan M, Williams GM, Shuttlewood GJ. The generational transmission of socioeconomic inequalities in child cognitive development and emotional health. Soc Sci Med 2004;58(6):1147-58. 64. Evans GW, Kim P. Childhood poverty and health cumulative risk exposure and stress dysregulation. Soc Sci Med 2007;18(11):953-7. 65. Duncan GJ, Brooks-Gunn J. Consequences of growing up poor: Russell Sage Foundation; 1999.p . 132-189. 66. Duncan GJ, Yeung WJ, Brooks-Gunn J, Smith JR. How much does childhood poverty affect the life chances of children? Am Sociol Rev 1998:406-23. 67. Aber JL, Jones S, Cohen J. The impact of poverty on the mental health and development of very young children. 2nd ed. New York, NY, US: Guilford Press; 2000. p. 113- 128. 68. Stein AD, Behrman JR, DiGirolamo A, Grajeda R, Martorell R, Quisumbing A, et al. Schooling, educational achievement, and cognitive functioning among young Guatemalan adults. Food & Nutrition Bulletin 2005;26(Supplement 1):46S-54S. 69. Sigman M, McDonald MA, Neumann C, Bwibo N. Prediction of cognitive competence in Kenyan children from toddler nutrition, family characteristics and abilities. J Child Psychol Psychiatry 1991;32(2):307-20. 70. Paxson C, Schady N. Cognitive development among young children in Ecuador the roles of wealth, health, and parenting. J Hum Resour 2007;42(1):49-84. 71. Hart B, Risley TR. Meaningful differences in the everyday experience of young American children: Paul H Brookes Publishing Meaningful differences in the everyday experience of young American children; 1995. 268. p 72. Lejarraga H, Pascucci MC, Krupitzky S, Kelmansky D, Bianco A, Martínez E, et al. Psychomotor development in Argentinean children aged 0–5 years. Paediatr Perinat Epidemiol 2002;16(1):47-60. 73. Najman J, Bor W, Morrison J, Andersen M, Williams G. Child developmental delay and socio-economic disadvantage in Australia: a longitudinal study. Soc Sci Med 1992;34(8):829-35. 74. Nicholson JM, Lucas N, Berthelsen D, Wake M. Socioeconomic inequality profiles in physical and developmental health from 0–7 years: Australian National Study. J Epidemiol Community Health 2010:jech. 2009.103291. 75. Berger SE, Theuring C, Adolph KE. How and when infants learn to climb stairs. Infant Behav Dev 2007;30(1):36-49. 76. Sajedi F, Barati H. The effect of Perceptual Motor Training on Motor Skills of preschool children.Iran Rehab J 2014;12(19):30-40. 77. Eickmann SH, Lima AC, Guerra MQ, Lima MC, Lira PI, Huttly SR, et al. Improved cognitive and motor development in a community-based intervention of psychosocial stimulation in northeast Brazil. Dev Med Child Neurol 2003;45(08):536-41. 78. Garrett P, Ng'andu N, Ferron J. Poverty experiences of young children and the quality of their home environments. Child Dev 1994;65(2):331-45. 79. Walker SP, Chang SM, Powell CA, Grantham-McGregor SM. Effects of early childhood psychosocial stimulation and nutritional supplementation on cognition and education in growth-stunted Jamaican children: prospective cohort study. The Lancet 2005;366(9499):1804-7. 80. Thompson RA, Nelson CA. Developmental science and the media: Early brain development.Am Psychol 2001;56(1):5. 81. Jednoróg K, Altarelli I, Monzalvo K, Fluss J, Dubois J, Billard C, et al. The influence of socioeconomic status on children's brain structure. PLoS One 2012;7(8):e42486. 82. Hackman DA, Farah MJ. Socioeconomic status and the developing brain. Trends Cogn Sci 2009;13(2):65-73. 83. Otero GA. Poverty, cultural disadvantage and brain development: a study of pre-school children in Mexico. Electroencephalogr Clin Neurophysiol 1997;102(6):512- 6. 84. Otero G, Pliego-Rivero F, Fernández T, Ricardo J. EEG development in children with sociocultural disadvantages: a follow-up study. Clin. Neurophysiol 2003;114(10):1918-25. 85. Hackman DA, Farah MJ, Meaney MJ. Socioeconomic status and the brain: mechanistic insights from human and animal research. Nat Rev Neurosci 2010;11(9):651-9. 86. Hamadani J, Grantham-McGregor S. Report of the family care indicators project: Validating the family psychosocial indicators in rural Bangladesh. Report to UNICEF Early Child Development Desk. 2004.87. Baker-Henningham H, Powell C, Walker S, Grantham- McGregor S. Mothers of undernourished Jamaican children have poorer psychosocial functioning and this is associated with stimulation provided in the home. Eur J Clin Nutr 2003;57(6):786-92. 88. Paxson CH, Schady NR. Cognitive development among young children in Ecuador: the roles of wealth, health and parenting: World Bank Policy Research Working, 2005 May. Paper 3605 Available from : http://econ.worldbank. org . 89. Foster MA, Lambert R, Abbott-Shim M, McCarty F, Franze S. A model of home learning environment and social risk factors in relation to children's emergent literacy and social outcomes. Early Child Res Q 2005;20(1):13-36. 90. Evans GW. A multimethodological analysis of cumulative risk and allostatic load among rural children. Dev Psychol 2003;39(5):924. 91. Lupien SJ, King S, Meaney MJ, McEwen BS. Can poverty get under your skin? Basal cortisol levels and cognitive function in children from low and high socioeconomic status. Dev Psychopathol 2001;13(03):653-76. 92. McEwen BS, Gianaros PJ. Stress-and allostasis-induced brain plasticity. Annu Rev Med 2011;62:431. 93. Blair C. Stress and the Development of Self-Regulation in Context. Child Dev Perspect 2010;4(3):181-8. 94. Liston C, McEwen B, Casey B. Psychosocial stress reversibly disrupts prefrontal processing and attentional control. Proc Natl Acad Sci 2009;106(3):912-7. 95. Lupien SJ, Maheu F, Tu M, Fiocco A, Schramek TE. The effects of stress and stress hormones on human cognition: Implications for the field of brain and cognition.Brain Cogn 2007;65(3):209-37. 96. McEwen BS, Gianaros PJ. Central role of the brain in stress and adaptation: links to socioeconomic status, health, and disease. Ann N Y Acad Sci 2010;1186(1):190- 222. 97. Jack S, Philips D. From neurons to neighborhoods: The science of early childhood development. National Academy Press Washington, DC; press; 2000.p.289. 98. Sajedi F, Alizad V, Malekkhosravi G, Karimlou M, Vameghi R. Depression in mothers of children with cerebral palsy and its relation to severity and type of cerebral palsy. Acta Med Iranica 2010;48(4):250-4. 99. Murray L, Cooper PJ. Effects of postnatal depression on infant development. Arch Dis Child 1997;77(2):99-101. 100. Evans GW, Boxhill L, Pinkava M. Poverty and maternal responsiveness: The role of maternal stress and social resources. Int J Behav Dev 2008;32(3):232-7. 101. DiPietro JA. Baby and the brain: Advances in child development. Annu Rev Public Health 2000;21(1):455- 71. 102. Evans GW. Child development and the physical environment. Annu Rev Psychol 2006;57:423-51. 103. McKenzie DJ. Measuring inequality with asset indicators. J Popul Econ 2005;18(2):229-60. 104. Ranjbaran M, Soori H, Etemad K, Khodadost M. Relationship between Socioeconomic Status and Health Status and Application of Principal Component Analysis. Journal of Jiroft University of Medical Sciences 2014;1(1):9-19. 105. Kolenikov S, Angeles G. Socioeconomic status measurement with discrete proxy variables: Is principal component analysis a reliable answer?Rev Income Wealth 2009;55(1):128-65.

In this edition, the reader will find ten articles distributed in two thematic sections: Cooperation and asymmetric international integration in matters of security, strategy and commerce and Global culture in international relations.Cooperation and asymmetric international integration in matters of security, strategy and commerce We opened the 2018-I edition of the article entitled "How to strengthen EU-China cooperation based on Belt and Road", by the authors Weidong Wang and Simona Picciau; in which the Belt and Road initiative, presented by the Chinese president Xi Jinping in 2013, promotes cooperation and the strengthening of person-to-person connections between Asia, Africa, and Europe. China has already signed cooperation agreements with more than forty States and trained thirty others. This initiative impacted the establishment of relations between China and the European Union, based on win-win cooperation and aimed at fostering mutual respect.Sonia Alda Mejías publishes her article "The challenges of Latin America to project as a regional actor in the field of international security", in which she considers the possibility of Latin America to project itself as a regional actor in the field of global security from a qualitative methodology. Also, reference as necessary the processes of subregional or regional integration and the development of national and international multilateral cooperation in the field of security and defense, and the participation of Latin American countries in international peace missions, from a sovereignty perspective very marked.The article "Notions of safety and control in the Northern Border Plan: an expression of teichopolitics", by the authors Gilberto Aranda and Cristian Ovando, considers the teichopolitics as a current expression of segmented globalization, which not only raises the erection of walls. Chile manifested this policy in the 70s, undermining border areas as preventive mechanisms to a foreign invasion and today, through the Northern Border Plan. This securitization mechanism aims to guarantee the continuity of trade flows and the cultural consequences that it entails, from the constructivist approach.Pablo Garcés Velástegui presents his article "Latin American integration as a wicked problem: the case for a plural approach". In this paper, social planning is not any problem, but a "wicked", not docile, a problem of exact sciences that involves a public policy issue; a problem hard to define, unique, inherently paradoxical, important, subject to many interpretations and, thus, without a correct solution. Latin American integration has these characteristics, and the implications are relevant for academics and decision makers. If regional integration continues to be approached as an easy problem, the results will probably continue to disagree with expectations."The United Kingdom and Argentina: geopolitics of technological constraint and strategic-export controls", by Daniel Blinder, shows how the United Kingdom controls the export of military or dual-use technology to the Argentine Republic through its defense institutions and trade, as well as with others of an international nature. A strategic public policy at a local and global level represented in the logical space/power, relative to the possibility of Argentina acquiring sensitive technologies.The co-authors Roldán Andrés-Rosales, Luis Alberto Sánchez-Miter and José Nabor Cruz Marcelo, present the article entitled "Insecurity and its impact on tourism in Guerrero: a spatial approach, 1999-2014". This paper gives the reader the possibility to know how Mexican insecurity has affected the economic growth of the State and the region at the tourist level. This is done through a case study in Guerrero because it obeys one of the most insecure areas, classified worldwide, which is an index of violence that shows the concentration of the danger through the analysis of the figures of the Institute. National Statistics and Geography."Asymmetric regionalism as the axis of the South American resistance to Brazil (2000-2013)", by Rita Giacalone, assumes that regionalism in itself creates asymmetric tensions. Brazilian regionalism has realistic, constructivist and institutionalist features, which emphasize such asymmetries following the region-centric paradigm. The organizations built to support the regional and global projection of Brazil generated resistance in South American governments between 2000 and 2013. This article analyzes the opposition of Chile, Argentina, and Venezuela, through a decentralized multipolarity.Global culture in international relationsWe open this thematic section with the article by Juliano Oliveira Pizarro titled "Governance of sport: an inflection of global governance?" In this, it is considered that the global is a birthplace of diverse actors that exercise specific governments, as represented by football. A sport made a social and cultural mechanism that suffers direct impacts from the globalizing processes. FIFA is a non-profit, non-governmental organization, although it may not seem so, because its activities express hybrid and contradictory conditions, either from the perspective of global governance or as a multinational company.Luis González Tule, in his article "Organization of global space in 'classic' geopolitics: a view from critical geopolitics", starts at the roots of the geopolitics and its development, in between of European imperial rivalries, global wars, border mutations, political changes, significant technological developments and transformation in the dynamics of power (1870 and 1945). The classic indoctrinators coming from the main powers established the geopolitical discourses to their accommodation.Thus, this edition closes with the article "The emergence and increase of Anti-Semitism in the Governments of Hugo Chávez and its relationship with the deepening of the relations between Venezuela and Iran (2005-2013)", by Margarita Figueroa Sepúlveda, which establishes the growth of media and Chavez anti-Semitic incidents in 2004, as well as their direct proportional relationship with the rapprochement and creation of new ties with the Islamic Republic of Iran. The ideological convergence —based on anti-imperialism— is analyzed through the empirical evidence provided by primary and secondary sources. The author considers that anti-imperialism made Israel be conceived as an enemy of both countries.Thanking the confidence of the institutional authorities again to edit the Journal of International Relations, Strategy and Security, I invite you to know, use and disseminate the content of this edition. ; En esta edición el lector encontrará diez artículos distribuidos en dos secciones temáticas: Cooperación e integración internacional asimétrica en asuntos de seguridad, estrategia y comercio y Cultura global en relaciones internacionales.Cooperación e integración internacional asimétrica en asuntos de seguridad, estrategia y comercio Abrimos la edición 2018-I con el artículo denominado "Cómo fortalecer la cooperación EE. UU. - China basada en el cinturón y la carretera", de los autores Weidong Wang y Simona Picciau, en el cual la iniciativa belt and road, presentada por el presidente chino Xi Jinping en 2013, promueve la cooperación y el reforzamiento de las conexiones persona-a-persona entre Asia, África y Europa. China ya ha firmado acuerdos de cooperación con más de cuarenta Estados y capacitó a otros treinta. Esto impactó el establecimiento de relaciones entre China y la Unión Europea, basadas en la cooperación win-win y direccionadas al favorecimiento del respeto mutuo.Sonia Alda Mejías publica su artículo "Los desafíos de América Latina para proyectarse como actor regional en el ámbito de la seguridad internacional", en el que contempla la posibilidad de América Latina de proyectarse como actor regional en el ámbito de la seguridad internacional desde una metodología cualitativa. Asimismo, referencia como necesarios los procesos de integración subregional o regional y el desarrollo de la cooperación multilateral intra e internacional en el ámbito de la seguridad y la defensa, y la participación de los países latinoamericanos en las misiones internacionales de paz, desde una perspectiva soberanista muy marcada.El artículo "Las nociones de seguridad y control en el plan frontera norte: una expresión de teichopolítica", de los autores Gilberto Aranda y Cristian Ovando, considera la teichopolítica como una expresión actual de la globalización segmentada, la cual no solo plantea la erección de muros. Chile manifestó dicha política en los años 70, minando zonas fronterizas como mecanismos preventivos a una invasión extranjera y hoy, a través del plan Frontera Norte. Este mecanismo securitario pretende garantizar la continuidad de los flujos comerciales y las consecuencias culturales que conlleva, desde el enfoque constructivista.Pablo Garcés Velástegui presenta su artículo "Integración latinoamericana como un problema perverso: el caso para un abordaje plural". En este la planificación social no es un problema cualquiera, sino uno "perverso", nada dócil, un problema de ciencias exactas que conlleva un tema de política pública; un problema difícil de definir, único, inherentemente paradójico, importante, sujeto a muchas interpretaciones y, así, sin una solución correcta. La integración latinoamericana tiene estas características y las implicaciones son relevantes para académicos y tomadores de decisión. Si la integración regional continúa siendo abordada como un problema dócil, los resultados probablemente seguirán discordando con las expectativas."El Reino Unido y Argentina: geopolítica de la limitación tecnológica y controles de exportación estratégicos", de Daniel Blinder, muestra cómo el Reino Unido controla la exportación de tecnología militar o de uso dual a la República Argentina a través de sus instituciones de defensa y comercio, así como con otras de índole internacional. Una política pública estratégica a nivel local y global representada en la lógica espacio/poder, relativa a la posibilidad de que la Argentina adquiera tecnologías sensibles.Los coautores Roldán Andrés-Rosales, Luis Alberto Sánchez-Mitre y José Nabor Cruz Marcelo presentan el artículo titulado "La inseguridad y su impacto en el turismo en Guerrero: un enfoque espacial, 1999-2014", que le brinda al lector la posibilidad de conocer cómo la inseguridad mexicana ha afectado el crecimiento económico del Estado y la región a nivel turístico. Esto lo hacen a través de un estudio de caso en Guerrero, pues obedece a una de las zonas más inseguras, clasificada a nivel mundial, lo que constituye un índice de violencia que muestra la concentración del peligro a través del análisis de las cifras del Instituto Nacional de Estadística y Geografía."El regionalismo asimétrico como eje de la resistencia sudamericana a Brasil (2000-2013)", de Rita Giacalone, supone que el regionalismo en sí mismo crea tensiones asimétricas. El regionalismo brasileño posee rasgos realistas, constructivistas e institucionalistas, que enfatizan tales asimetrías siguiendo el paradigma región-céntrico. Las organizaciones construidas para apoyar la proyección regional y global de Brasil generaron resistencia en Gobiernos sudamericanos entre 2000 y 2013. Este artículo analiza la resistencia de Chile, Argentina y Venezuela, mediante una multipolaridad descentralizada.Cultura global en relaciones internacionalesAbrimos esta sección temática con el artículo de Juliano Oliveira Pizarro titulado "Gobernanza del deporte: ¿una inflexión de la gobernanza global?". En este se considera que lo global es un espacio de nacimiento de diversos actores que ejercen gobiernos específicos, como lo representa el fútbol. Un deporte hecho mecanismo social y cultural que sufre impactos directos desde los procesos globalizadores. La FIFA es una organización no gubernamental sin fines lucrativos, aunque no lo parezca, pues sus actividades expresan condiciones híbridas y contradictorias, bien sea desde la óptica de la gobernanza global, o bien como una empresa multinacional.Por su parte, Luis González Tule, en su artículo "Organización del espacio global en la geopolítica "clásica": una mirada desde la geopolítica crítica", inicia en las raíces de la geopolíca y su desarrollo, en medio de rivalidades imperiales europeas, guerras mundiales, mutaciones fronterizas, cambios políticos, grandes desarrollos tecnológicos y transformación en las dinámicas de poder (1870 y 1945). Los doctrinantes clásicos provenientes de las principales potencias establecieron los discursos geopolíticos a su acomodo.Así, pues, la presente edición se cierra con el artículo "La emergencia y aumento del antisemitismo en los Gobiernos de Hugo Chávez y su relación con la profundización de las relaciones entre Venezuela e Irán (2005-2013)", de Margarita Figueroa Sepúlveda, que establece el crecimiento de los incidentes antisemitas mediáticos y chavistas en 2004, así como su relación directamente proporcional con el acercamiento y creación de nuevos lazos con la República Islámica de Irán. Se analiza la convergencia ideológica –sustentada en el antiimperialismo–, a través de la evidencia empírica proporcionada por fuentes primarias y secundarias La autora considera que el antiimperialismo hizo que Israel fuera concebido como enemigo de ambos países.Agradeciendo nuevamente la confianza de las autoridades institucionales para editar la Revista de Relaciones Internacionales, Estrategia y Seguridad, los invito a conocer, usar y divulgar el contenido de la presente edición. ; Nesta edição o leitor encontrará dez artigos distribuídos em duas seções temáticas: Cooperação é integração internacional assimétrica em assuntos de seguran- ça, estratégia, comércio e Cultura global em relações internacionais.Cooperação e integração internacional assimétrica em assuntos de segurança, estratégia e comércioAbrimos a edição 2018-I com o artigo denominado "Como fortalecer a coopera- ção EE. UU - China baseada no cinturão e a estrada", dos autores Weidong Wang e Simona Picciau, no qual a iniciativa belt and road apresentada pelo presidente chino, Xi Jinping em 2013, promove a cooperação e o fortalecimento das conexões pessoa-a-pessoa entre a Ásia, África e a Europa. China já assinou acordos de cooperação com mais de quarenta Estados e treinou a outros trinta. Isto impactou o estabelecimento das relações entre a China e a União Europeia, baseadas na cooperação win-win e direcionadas ao favorecimento do respeito mútuoSonia Alda Mejías publica no seu artigo "Os desafios da América Latina para projetar-se como ator regional no âmbito da segurança internacional", no qual contempla a possibilidade da América Latina de projetar-se como ator regional no âmbito da segurança internacional desde uma metodologia qualitativa. Assim mesmo, referência como necessários, os processos de integração sub-regional ou regional e o desenvolvimento da cooperação multilateral "intra" e internacional no âmbito da segurança e a defesa, e a participação dos países latino-americanos nas missões internacionais de paz, desde uma perspectiva "soberanista" muito marcada.O artigo "As noções de segurança e controle no plano fronteira norte: uma expressão de "teichopolítica", dos autores Gilberto Aranda e Cristian Ovando, considera a "teichopolítica" como uma expressão atual da globalização segmentada, na qual não fala somente na construção de muros. Chile manifestou tal política nos anos 70, minando zonas de fronteiras como mecanismos preventivos a uma invasão estrangeira, através do plano Fronteira Norte. Este mecanismo de segurança pretende garantir a continuidade dos fluxos comerciais e as consequências culturais que leva, desde o foco construtivista. Pablo Garcés Velástegui apresenta seu artigo "Integração latino-americana como um problema perverso: o caso para uma abordagem plural". Neste a planificação social não é um problema qualquer, si não um problema "perverso", nada suave, um problema de ciências exatas que encaminha a um tema de política pública; um problema difícil de definir, único, inerentemente paradóxico, importante, sujeito a muitas interpretações e assim sem uma solução correta. A integração latino-americana tem estas características e as implicações são relevantes para acadêmicos e tomadores de decisão. Sem a integração regional continua sendo abordada como um problema suave, os resultados provavelmente continuarão discordando com as expectativas."O Reino Unido e Argentina: geopolítica da limitação tecnológica e controles de exportação estratégicas", de Daniel Blinder, mostra como o Reino Unido controla a exportação tecnologia militar ou de uso dual para a República Argentina através de suas instituições de defesa e comércio, assim também como com outras de caráter internacional. Uma política pública estratégica a nível local e global representada na lógica espaço/poder, relativa a possibilidade de que Argentina adquira tecnologias sensíveis.Os co-autores Roldán Andrés-Rosales, Luis Alberto Sánchez-Mitre e José Nabor Cruz Marcelo apresentam o artigo titulado "A insegurança e o seu impacto no turismo em Guerrero: um enfoque espacial, 1999-2014", que lhe oferece ao leitor a possibilidade de conhecer como a insegurança mexicana tem afetado o crescimento econômico do Estado e da região a nível turístico. Isto o faz através de um estudo de caso em Guerrero, pois abrange a uma das zonas mais inseguras, classificada a nível mundial, o que constitui um índice de violência que mostra a concentração do perigo através das análises das cifras do Instituto Nacional de Estatística e Geografia."O regionalismo assimétrico como eixo da resistência sul-americana ao Brasil (2000-2013)", de Rita Giacalone, supõem que o regionalismo em si mesmo cria tensões assimétricas. O regionalismo brasileiro possui rasgos realistas, construtivistas e institucionalistas, que enfatizam tais assimetrias seguindo o paradigma "região-centrico". As organizações construídas para apoiar a projeção regional e global do Brasil geram resistência nos Governos sul-americanos entre 2000 e 2013. Este artigo analisa a resistência do Chile, Argentina e Venezuela, mediante uma multipolaridade descentralizada.Cultura global em relações internacionaisAbrimos esta seção temática com o artigo de Juliano Oliveira Pizarro titulado "Governança do deporte: uma inflexão da governança global?". Neste se considera que o global é um espaço de nascimento de diversos atores que exercem governos específicos, como representa o futebol. Um esporte feito para mecanismo social e cultural que sofre impactos diretos desde os processos globalizadores. A FIFA é uma organização não governamental sem fins lucrativos, ainda que não pareça, pois, as suas atividades expressam condições híbridas e contraditórias, seja ela, desde a ótica da governança global ou bem como uma empresa multinacional.Luis González Tule, por sua parte, no seu artigo "Organização do espaço global na geopolítica "clássica": um olhar desde a geopolítica crítica", inicia nas raízes da geopolítica e seu desenvolvimento, em meio das rivalidades imperiais europeias, guerras mundiais, mutações de fronteiras, mudanças políticos, grandes desenvolvimentos tecnológicos e transformações nas dinâmicas do poder (1870 e 1945). Os doutrinantes clássicos provenientes das principais potencias estabeleceram os discursos geopolíticos de acordo a sua conveniênciaAssim, a presente edição se fecha com o artigo "A emergência e aumento do antissemitismo nos Governos de Hugo Chávez e sua relação com a aprofundamento das relações entre Venezuela e o Iram (2005-2013)", de Margarita Figueroa Sepúlveda, que estabelece o crescimento dos incidentes antissemitas mediáticos e chavistas em 2004, assim como a sua relação diretamente proporcional com a aproximação e criação de novos laços com a República Islâmica do Iram. Se analisa a convergência ideológica –sustentada no anti-imperialismo–, através da evidencia empírica proporcionada por fontes primárias e secundarias. A autora considera que o anti-imperialismo fez que Israel fosse concebido como inimigo de ambos países.Agradecendo novamente a confiança das autoridades institucionais para editar a Revista de Relações Internacionais, Estratégia e Segurança, os convido a conhecer, usar e divulgar o conteúdo da presente edição.

Die Nachfrage nach Holz wird im Zeitraum der nächsten 15 Jahre bis 2030 sowohl in der EU als auch global zunehmen. Bedarfsabschätzungen zeigen Nachfrageüberhänge in der EU von jährlich 300 Mio. m³, eine Prognose spricht sogar von Holzfehlmengen von 430 Mio. m³. Der Anstieg der Weltbevölkerung bei wachsender Wirtschaft wird den Holzbedarf erhöhen, auch wenn derzeit weltweit in etwa ein Gleichgewicht zwischen Angebot und Nachfrage besteht. Die Nachfrage nach Holz unterliegt vielen Treibern. Die Langfrist-Prognosen bis zum Jahre 2030 sagen vor allem bei der energetischen Holznutzung eine permanente, über den Verbrauch von Holz zur stofflichen Nutzung liegende, hohe Nachfragesteigerung voraus. Der Trend der Bioökonomie mit der sukzessiven Reduktion des Anteils der fossilen Energieträger beim Primärenergieverbrauch zur Reduktion der Emissionen von Treibhausgasen wurde durch das Paris-Abkommen, das 2015 durch die internationale Gemeinschaft mit dem Ziel des Klimaschutzes verabschiedet wurde, noch verstärkt. Auch die Tendenz zur dezentralen Energieversorgung vor allem in den Kommunen, die besonders die Nachfrage nach Energieholz und schwachen Sortimenten wachsen lässt, das Bestreben zur Verringerung von nationalen Abhängigkeiten zu Russland als Lieferant bei Erdgas und Erdöl haben auf eine steigende zukünftige Nachfrage ebenso einen bedeutenden Einfluss wie die Substitution des Rohstoffes Erdöl durch Holz bei der Herstellung von Chemikalien und Treibstoffen. In den Wäldern der Mitgliedstaaten sind nach Einschätzung der EU größere stehende Holzvorräte vorhanden, die mobilisiert werden müssten, um das Ziel der EU, 20 % der Primärenergie aus erneuerbaren Energien bis zum Jahre 2020, zu erreichen. Die Produktion und die Nutzung von Holz im Rahmen einer nachhaltigen Forstwirtschaft hat über den gesamten Lebenszyklus eine ausgeglichene CO2 Bilanz. Durch die erhöhte Nutzung von Holz im Energiemix vermindert sich die CO2 Belastung der Atmosphäre. Wald-Inventuren, wie z.B. die in Deutschland vorliegenden Ergebnisse der 3. Bundeswaldinventur, bestätigen die Einschätzung der EU über die bestehenden Ressourcen. Die Verwendbarkeit dieser Ressourcen wird allerdings in zunehmendem Maße durch die Herausnahme von Wäldern aus der Produktion aus ökologischen oder sozioökonomischen Gründen beeinträchtigt. Unternehmer, deren Geschäftsmodell die Produktion von Holz auf landwirtschaftlichen Flächen ist, evaluieren mögliche Standorte zur Produktion von Holz im Kurzumtrieb nach der politisch-rechtlichen Sicherheit, nach der Verfügbarkeit von Ressourcen und den Faktorpreisen. Günstige Voraussetzungen für die Anlage von Baumplantagen für die Produktion von Holz bestehen im Baltikum. In den drei Staaten sind die wesentlichen Parameter für den Holzanbau in Plantagen auf landwirtschaftlichen Flächen gegeben: Gesichertes Rechtssystem mit dem Schutz des Eigentums, barrierefreier Zugang zu den Märkten innerhalb der EU, keine Währungsrisiken, günstige klimatischen Bedingungen mit ausreichend Niederschlag und freie Ressourcen bei Arbeit und Boden. Die EU-rechtliche Klassifizierung einer KUP als landwirtschaftliche Tätigkeit auf landwirtschaftlicher Fläche und als landwirtschaftliche Dauerkultur eröffnet die grundsätzliche Möglichkeit der Teilnahme der Kurzumtriebswirtschaft an den EU-Förderprogrammen der Direktförderung, der 1. Säule, und der Förderung der Entwicklung des ländlichen Raumes, der 2. Säule. KUP ist in das Ziele-Cluster Europa 2020/GAP 2020 der EU einbezogen. Für die KUP-Bauern sind auf nationaler Ebene die in das jeweilige Recht der baltischen Staaten transformierten EU Bestimmungen und die jeweils dazu gehörende Verwaltungsauffassung maßgebend. Der Umweltleistung der Dauerkultur "Niederwald im Kurzumtrieb" wurde in den rechtlichen Bestimmungen der EU grundsätzlich Rechnung getragen. KUP sind von der Greening-Verpflichtung befreit. Es überrascht allerdings, dass KUP als "gleichwertige Methode zur Flächennutzung im Umweltinteresse" bei der Anrechnung auf eine ökologischen Vorrangfläche nur mit Faktor 0,3, hingegen die Agroforstsysteme mit Faktor 1,0 Berücksichtigung fanden. Der KUP-Landwirt kann nur, wenn er Abweichungen beim Verwaltungshandeln zu den übergeordneten nationalen Gesetzen oder EU-Regeln zu seinem Nachteil erkennt, sein Recht im Widerspruchsverfahren suchen. Sowohl bei der Direktförderung wie auch bei der Strukturförderung wurden in allen drei baltischen Staaten Verwaltungsauffassungen identifiziert, die KUP im Vergleich zur Förderung der herkömmlichen Landwirtschaft mit annuellen Feldfrüchten benachteiligen oder weitgehend von der Förderung ausschließen. Im Bereich der Direktförderung gilt dies im besonderen Maße bei meliorierten Flächen. Die Detailanalyse zeigt, dass die Etablierung von KUP auf solchen Böden entweder, wie in Lettland, zur Versagung der Direktförderung führt, oder, wie in Estland und Litauen mit Auflagen verbunden ist, die die Bereitschaft der Landwirte für die Anlage einer KUP stark hemmen. Bedeutend ist dies vor dem Hintergrund, dass in Estland rund 54 %., in Lettland rund 62 % und in Litauen rund 78 % der landwirtschaftlich nutzbaren Flächen mit Drainagen versehen sind. Im Bereich der Förderung nach der 2. Säule, insbesondere die Gewährung von Zuschüssen bei Auf- und Ausbau der Hofstelle sowie beim Ankauf von Maschinen und anderen Ausrüstungen, ist der KUP-Landwirt von der Förderung ausgeschlossen. Die Festlegung der Rotationszeiten verursacht ein weiteres Hemmnis. Die Produktion von Holz in KUP wird dadurch in den baltischen Staaten in Richtung bestimmter Holzsortimente, nämlich hauptsächlich Energieholz und schwache Sortimente, gelenkt. Die Bestimmungen legen in der Regel fünf Jahre als Umtriebszeit fest. Versuche, diese restriktiven Vorgaben aufzuweichen, waren bisher erfolglos. Zusätzliche Lenkungsimpulse in Richtung bestimmter anderer, stärkerer Holzsortimente gehen auch durch die Förderung der Aufforstung im Rahmen der Strukturförderung aus. Auf den baltischen Faktormärkten stehen für die Holzproduktion auf landwirtschaftlichen Flächen im Kurzumtrieb Boden und Arbeitskräfte zu günstigen Preisen in ausreichendem Umfang zur Verfügung. Restriktionen beim Bodenerwerb in den ab dem Jahre 2014 geltenden nationalstaatlichen Bodenverkehrsrechtssystemen können für die Neu-Etablierung eines KUP-Betriebes hinderlich sein. Zu den realen Holzerträgen liegen für die baltischen Staaten noch keine Ernteergebnisse aus KUP auf größeren Flächen vor. Abschätzungen der Erntemengen waren deshalb anhand von Vergleichszahlen für KUP in klimatisch ähnlichen Regionen, anhand von Wuchsleistungen gängiger Klone und unter Einbeziehungen von Messungen auf Versuchsplantagen in Estland, Lettland und Litauen vorzunehmen. Die so taxierten realen Holzerträge liegen bei einem Durchschnitt von 10,00 tatro ha-1 a-1. Das Niveau der Marktpreise für das im Kurzumtrieb produzierte Hauptsortiment Hackschnitzel deutet auf einen aufnahmebereiten Markt mit für die Wirtschaftlichkeit der Produktion ausreichenden Preisen hin. Vergleiche mit längeren Zeitreihen, bei denen aktuelle Preisschwankungen geglättet sind, für Estland zwischen 2003 bis 2013, für Lettland zwischen 2009 bis 2014 und für Litauen zwischen 2008 bis 2014, bestätigen diese Aussage. Durch die Ermittlung der Annuitäten wird die Wirtschaftlichkeit einer KUP am Beispiel eines Betriebes in Lettland untersucht. Auf der Aufwandsseite konnten tatsächliche Kosten-Größen für eine Fläche von 100 ha in die Berechnungen einbezogen werden. Damit steht für eine Wirtschaftlichkeitsberechnung eine Datenbasis zu den Kosten zur Verfügung, die nicht ausschließlich für kleine Versuchsflächen in Estland, Lettland und Litauen erhoben wurde. Auf der Marktseite kann auf aktuelle Marktpreise für Hackschnitzel, bestätigt durch langfristige Zeitreihen, zurückgegriffen werden. In dieser, mit realen Zahlen fundierten Berechnung sind die Zahlungsströme dargestellt. Nicht in diese Kalkulation wurden wegen der Unsicherheit eines positiven Bescheides durch den LAD die Fördergelder einbezogen. Die Berechnungen zeigen positive Annuitäten, dem Indikator für den profitablen Betrieb einer KUP. Eine Sensitivitätsanalyse mit Veränderungen aller Kosten- und Ertragsfaktoren um jeweils 10 % bestätigt die Ertragsstabilität. Schließlich wird durch den Vergleich des Ergebnisses der Annuitätenberechnung mit einem landwirtschaftlichen Betrieb, der als Hauptkultur Weizen produziert, aufgezeigt, dass die Produktion von Holz auf landwirtschaftlichen Flächen mittels KUP die wirtschaftlich sinnvollere Alternative ist. Als agrarpolitischer Ausblick für die EU lässt sich aus der Gesamtanalyse resümieren, dass eine "Arbeitsteilung", Feldfrüchte in den Mitgliedsländern zu erzeugen, in denen die Produktionsbedingungen aufgrund von klimatischen Aspekten und Standortparametern optimal sind, nicht gefördert, sondern eher gebremst wird. Wenn die Betriebsergebnisse aus der Produktion von Holz in KUP weiter zunehmen, wird der Markt durch die Aussicht auf höhere monetäre Erträge die Strukturanpassung, auch gegen die restriktive nationale Auslegung der EU-Förderrichtlinien in Estland, Lettland und Litauen bewirken.:Danksagung I Inhaltsverzeichnis III Abbildungsverzeichnis VII Tabellenverzeichnis VIII Abkürzungsverzeichnis XII 1 Einleitung 1 1.1 Diskrepanz bei der Abschätzung der zukünftigen Holznachfrage und der tatsächlichen Entwicklung 1 1.2 Tendenzen bei der Nachfrage und dem Angebot von Holz in der Europäischen Union 4 1.3 Positive Voraussetzungen für die Produktion von Holz in Estland, Lettland und Litauen 7 2 Zielstellung der Arbeit 11 3 Vorgehensweise 14 4 Stand des Wissens 17 4.1 Europarechtliche Bestimmungen für die Holzproduktion auf landwirtschaftlichen Flächen 17 4.1.1 Begriffsabgrenzungen 18 4.1.1.1 Abgrenzungen des Begriffs der Kurzumtriebsplantage von Wald 18 4.1.1.2 Waldbegriff der Europäischen Union 19 4.1.2 Kurzumtriebswirtschaft als landwirtschaftliche Tätigkeit 19 4.1.2.1 Erlaubte Baumarten für den Kurzumtrieb in der Europäischen Union 20 4.1.2.2 Agroforstsysteme im Vergleich zu Kurzumtriebsplantagen in der Terminologie der Europäischen Union 20 4.1.3 Gemeinsame Agrarpolitik 2020 21 4.1.3.1 Organe der Gemeinsamen Agrarpolitik auf Ebene der Europäischen Union und der Verwaltungsunterbau in den Mitgliedstaaten 21 4.1.3.2 Ziele der Gemeinsamen Agrarpolitik 2020 im Rahmen des Zielsystems Europa 2020 24 4.1.3.3 Instrumentarien der Gemeinsamen Agrarpolitik 2020 26 4.1.3.4 Finanzmittel zur Agrarstrukturförderung im Rahmen der Gemeinsamen Agrarpolitik 2020 36 4.2 Kurzumtriebsplantagen auf landwirtschaftlichen Flächen in Estland, Lettland und Litauen 37 4.2.1 Derzeitiger Bestand und Betrieb von Kurzumtriebsplantagen in Estland, Lettland und Litauen 37 4.2.2 Entwicklung der Plantagenflächen zur Produktion von Holz im Kurzumtrieb in Estland, Lettland und Litauen bis 2014 40 4.2.2.1 Estland 40 4.2.2.2 Lettland 41 4.2.2.3 Litauen 41 5 Analyse der rechtlichen Rahmenbedingungen in Estland, Lettland und Litauen zur Holzproduktion in Kurzumtriebsplantagen 43 5.1 Begriffs-Präzisierungen als Ausdruck der nationalen Verständnisse der Vorschriften der Europäischen Union 43 5.1.1 Waldbegriff in Estland, Lettland und Litauen 43 5.1.1.1 Waldbegriff in Estland 43 5.1.1.2 Waldbegriff in Lettland mit der Besonderheit der Forstplantage nach dem lettischen Waldgesetz 44 5.1.1.3 Waldbegriff in Litauen 50 5.1.2 Umtriebszeiten bei Kurzumtriebsplantagen in Estland, Lettland und Litauen 51 5.1.3 Zugelassene Baumarten für Kurzumtriebsplantagen in Estland, Lettland und Litauen 52 5.1.4 Unbestimmte Rechtsbegriffe für Nachhaltigkeit in den Waldgesetzen von Estland, Lettland und Litauen 53 5.2 Umsetzung der Förderbestimmungen nach der Gemeinsamen Agrarpolitik 2020 in Estland, Lettland und Litauen 55 5.2.1 Direktförderung (Säule 1) in Estland, Lettland und Litauen 56 5.2.1.1 Ausgestaltungen der Voraussetzungen für die Direktförderung 57 5.2.1.2 Instrumentarien der Direktförderung 60 5.2.2 Strukturförderung (Säule 2) in Estland, Lettland und Litauen 69 6 Wirtschaftliche Rahmenbedingungen für die Produktion von Holz in Kurzumtriebsplantagen auf landwirtschaftlichen Flächen in Estland, Lettland und Litauen 74 6.1 Parameter zur Definition der Angebotsseite: Verfügbare Produktionsfaktoren 74 6.1.1 Verfügbarkeit der Ressource Arbeit 74 6.1.2 Verfügbarkeit der Ressource Boden 77 6.1.2.1 Eignung von Flächen in Estland, Lettland und Litauen zur Produktion von Holz in Kurzumtriebsplantagen 77 6.1.2.2 Möglichkeit des Bodenerwerbs 79 6.1.2.3 Maßnahmen zur Erhöhung des Flächenangebotes auf den Bodenmärkten in Estland, Lettland und Litauen 82 6.1.2.4 Entwicklung der Preise für landwirtschaftliche Flächen in Estland, Lettland und Litauen 84 6.1.3 Verfügbarkeit der Ressource Kapital 85 6.1.3.1 Infrastruktur als maßgebliche Größe des volkswirtschaftlichen Sozialkapitals 85 6.1.3.2 Betriebliches Privatkapital als Investitionsvoraussetzung 86 6.2 Marktsegment für in Kurzumtriebsplantagen erzeugtem Holz in Estland, Lettland und Litauen 87 6.2.1 Potenzialabschätzungen für die Holzmärkte in Estland, Lettland, Litauen und für die Europäische Union 87 6.2.2 Nachfrage nach Holz in der Zielplanung für die Energiebedarfsdeckung in Estland, Lettland und Litauen 91 6.2.2.1 Planerische Ansätze zur Energieversorgung in Estland 94 6.2.2.2 Planerische Ansätze zur Energieversorgung in Lettland 95 6.2.2.3 Planerische Ansätze zur Energieversorgung in Litauen 96 6.3 Business Case für ein reales Unternehmen in Lettland 97 6.3.1 Naturale und monetäre Erträge von Weidenplantagen 98 6.3.1.1 Mengenerträge in Kurzumtriebsplantagen 99 6.3.1.2 Preisniveaus auf dem Markt für Hackschnitzel in Lettland 104 6.3.1.3 Preisniveauvergleich für Litauen und Estland 107 6.3.2 Kosten der Bewirtschaftung von Kurzumtriebsplantagen 108 6.3.3 Ermittlung der Annuitäten als Entscheidungsgrundlage 113 6.3.4 Betrachtung von Veränderungen von Parametern anhand einer Sensitivitätsanalyse 118 6.3.5 Betrachtung des Ergebnisses der Business Case-Berechnung 120 7 Diskussion der Ergebnisse 126 7.1 Hypothese: Das Regelwerk und die darin enthaltenen Fördermaßnahmen der Gemeinsamen Agrarpolitik 2020/Europa 2020 begünstigen die Produktion von Holz in Kurzumtriebsplantagen in Estland, Lettland und Litauen. 126 7.2 Hypothese: Die nationalen Ausgestaltungen der Bestimmungen der EU favorisieren nicht die Anlage und Nutzung von Kurzumtriebsplantagen in Estland, Lettland und Litauen 135 7.3 Hypothese: Die Produktionsfaktoren Arbeit, Boden und Kapital stehen in Estland, Lettland und Litauen in ausreichendem Maße zur Verfügung. 143 7.4 Hypothese: Die Märkte für in Kurzumtriebsplantagen erzeugtem Holz sind zu Preisen aufnahmefähig, die einen rentablen Betrieb von Kurzumtriebsplantagen in Estland, Lettland und Litauen erlauben. 145 7.5 Hypothese: Die Holzproduktion auf Kurzumtriebsplantagen führt zu höheren monetären Erträgen als der Anbau von annuellen Feldfrüchten in Estland, Lettland und Litauen 149 8 Zusammenfassung 152 9 Abstract 157 10 Literaturverzeichnis 161 10.1 Quellennachweis nach Autoren 161 10.2 Rechtsquellen 194 10.2.1 Völkerrechtliche Verträge 194 10.2.2 Rechtsquellen der Europäischen Union 194 10.2.2.1 Grundlagen für die Europäische Union 194 10.2.2.2 Verordnungen der Europäischen Union in chronologisch-numerischer Reihenfolge 194 10.2.2.3 Richtlinien der Europäischen Union in chronologisch-numerischer Reihenfolge 197 10.2.2.4 Delegierte Verordnungen der Europäischen Union in chronologisch-numerischer Reihenfolge und Entscheidungen 197 10.2.3 Rechtsquellen der Bundesrepublik Deutschland 199 10.2.4 Rechtsquellen der Republik Estland 199 10.2.5 Rechtsquellen der Republik Lettland 200 10.2.6 Rechtsquellen der Republik Litauen 201 ; The demand for timber will rise over the prognosis timeframe of the next 15 years until 2030. For Europe, demand forecast shows a deficit of supply of 300 mio. m³ per year; one study even states the amount at 430 mio. m³. The growth of the world population in combination with a growing economy will further increase the demand for wood, despite the current situation of equilibrium between demand and supply as shown by figures regarding the actual wood production. The demand is driven by many factors. Long-term prognoses to the year 2030 predict a permanent rise in demand for energetic use, which is above the rise of wood for material use. The bio economic trend, including the reduction of greenhouse gas emissions through the gradual reduction of fossil energy sources as a primary energy supply, has been reinforced through the Paris Agreement, adopted by the international community in 2015 with the aim of climate protection. Also other factors will strengthen future demand: the tendency towards decentralised energy production, especially within municipalities, which will particularly grow the demand for fuel wood and weak assortments; the tendency towards reducing dependence on Russia as a supplier of natural gas and oil; and the substitution of fossil energy sources for wood in the production of chemicals and fuel. The EU sees in the forests of its member states a large standing wood supply, which would need to be activated to reach the goal of substituting 20% of primary energy with renewable energy sources by 2020. Wood production and use has a neutral CO2 footprint throughout its lifecycle; if produced sustainably, it only emits as much CO2 as it had previously bound within itself through photosynthesis. Increasing the use of timber in the energy mix reduces the pollution of the atmosphere with CO2 Forest-inventories like the recently published 3rd German National Forest Inventory underline this assumption of the EU regarding the reserves. However, not all of the stock in the forests can be activated, as some forests are taken out of production due to ecological and socio-economic reasons. Entrepreneurs whose business model is determined by the production of wood on agricultural land evaluate possible locations for the production of wood in short rotation according the political and legal security, the availability of resources and the factor prices. The Baltic States offer favorable preconditions. All three states fulfill the major parameters for wood production on coppices on agricultural land: protection of the liberal order; secured legal system with the protection of property; barrier-free access to the markets within the EU; no currency risks; favorable climatic conditions with sufficient precipitation; and large amounts of resources in land and labor. The classification as agricultural activity on agricultural land and as an agricultural permanent crop makes SRC principally entitled to EU funding programs through direct support, the so-called 1st pillar, as well as though the funding of the agricultural structures, the so-called 2nd pillar. SRC are included in the goal cluster of Europe2020/CAP2020. For the SRC farmers on a national level, the applicable legislation derived from the EU-regulations and their administrative interpretations are crucial. The environmental performance of SRC was especially recognised, while excluding them from the Greening-Commitment. Surprisingly however, SRC is recognised with the factor 0.3 as a substitute for the compulsory creation of ecological compensation conservation areas, whereas argoforest systems with a lower soil regeneration period are recognised with the factor 1. The SRC agriculturist can request an appeal proceeding only if he feels there are discrepancies between the administrative acting and the superior national laws or EU rules. In comparison to the funding of traditional agriculture with annual crops, interpretations were identified in both pillars which discriminate against SRC by diminishing it or excluding it all together. In the direct funding sector this is especially applicable to meliorated land. A detailed analysis has shown that the establishment of SRC on such land leads to the complete denial of direct funding, like in Latvia, or subjection to strict conditions which hinder any SRC, like in Estonia and Lithuania. This is significant because in Estonia roughly 54%, in Latvia roughly 62% and in Lithuania roughly 78% of agricultural land has a drainage system. Within the 2nd pillar, the SRC farmer is excluded from support, especially in granting subsidies for building construction, acquisition of machines and other equipment. The definition of the rotation periods is causing another hurdle. The production of wood on SRC is steered towards certain market segments, mainly fuel wood and weak assortments, through the predefined rotation periods within the different Baltic States. These are generally set to five years. Efforts to soften this restrictive rule have so far been unsuccessful. Further stimulus guiding towards certain segments comes from the subsidies provided for reforestation by the structural funding. In the Baltic factor market, land and labour for wood production in SRC on agricultural land are available for reasonable prices and in sufficient quantities.Restrictions in purchasing land could arise from the "land-mobilisation" legal systems valid from 2014 for the new establishment of SRC. There are no authoritative figures available for the harvest yields on large scale SRC in the Baltic States. Estimations of the crop volume had to be made in comparison to regions with similar climatic conditions and the growth performance of common clones, taking into account measures from test facilities in Estonia, Latvia and Lithuania. Assessed like this, the average wood production lies at 10.00 tovd ha-1 a-1. The price levels for the wood sales in the market segment of SRC wood is robust for the internal market, as is the export demand. This is confirmed by a time-series analysis in which price fluctuations are evened out, for Estonia between 2003 and 2013, for Latvia between 2009 and 2014 and for Lithuania between 2008 and 2014. By calculating the annuity, the profitability of a SRC is evaluated using the example of an enterprise in Latvia. On the expenses side, real cost-figures for an area of 100ha could be used for the calculation, thus providing a data base which does not derive from only small experimental areas in Estonia, Latvia and Lithuania. On the market side, actual current market prices, backed up with long-term data series regarding the price level of wood chips, could be resorted to. In this calculation based on real figures, the cash-flow was illustrated. Money from the 1st and 2nd pillar was not added into the calculation due to the uncertainty of a positive decision by the LAD. The calculations show a positive result, indicating that a profitable management of a KUP is possible. A sensitivity analysis in which all cost and dendromass production figures where changed by 10% shows the stability of the calculation. Finally, a comparison of the annuity results to the income of a large company which produces annual field crops in crop rotation shows that the production of wood on agricultural land with SRC is the more economically sound alternative. Considering the agricultural outlook for the EU, one can draw from the overall analysis that a "division of labor" in which field crops are produced in the member states in which the climate aspects and the soil parameters are optimal is not supported, but rather inhibited. When the profits from the production of wood on agricultural land rise further, the market will, driven by the higher return of investment, cause that structural adjustment, despite EU subsidies.:Danksagung I Inhaltsverzeichnis III Abbildungsverzeichnis VII Tabellenverzeichnis VIII Abkürzungsverzeichnis XII 1 Einleitung 1 1.1 Diskrepanz bei der Abschätzung der zukünftigen Holznachfrage und der tatsächlichen Entwicklung 1 1.2 Tendenzen bei der Nachfrage und dem Angebot von Holz in der Europäischen Union 4 1.3 Positive Voraussetzungen für die Produktion von Holz in Estland, Lettland und Litauen 7 2 Zielstellung der Arbeit 11 3 Vorgehensweise 14 4 Stand des Wissens 17 4.1 Europarechtliche Bestimmungen für die Holzproduktion auf landwirtschaftlichen Flächen 17 4.1.1 Begriffsabgrenzungen 18 4.1.1.1 Abgrenzungen des Begriffs der Kurzumtriebsplantage von Wald 18 4.1.1.2 Waldbegriff der Europäischen Union 19 4.1.2 Kurzumtriebswirtschaft als landwirtschaftliche Tätigkeit 19 4.1.2.1 Erlaubte Baumarten für den Kurzumtrieb in der Europäischen Union 20 4.1.2.2 Agroforstsysteme im Vergleich zu Kurzumtriebsplantagen in der Terminologie der Europäischen Union 20 4.1.3 Gemeinsame Agrarpolitik 2020 21 4.1.3.1 Organe der Gemeinsamen Agrarpolitik auf Ebene der Europäischen Union und der Verwaltungsunterbau in den Mitgliedstaaten 21 4.1.3.2 Ziele der Gemeinsamen Agrarpolitik 2020 im Rahmen des Zielsystems Europa 2020 24 4.1.3.3 Instrumentarien der Gemeinsamen Agrarpolitik 2020 26 4.1.3.4 Finanzmittel zur Agrarstrukturförderung im Rahmen der Gemeinsamen Agrarpolitik 2020 36 4.2 Kurzumtriebsplantagen auf landwirtschaftlichen Flächen in Estland, Lettland und Litauen 37 4.2.1 Derzeitiger Bestand und Betrieb von Kurzumtriebsplantagen in Estland, Lettland und Litauen 37 4.2.2 Entwicklung der Plantagenflächen zur Produktion von Holz im Kurzumtrieb in Estland, Lettland und Litauen bis 2014 40 4.2.2.1 Estland 40 4.2.2.2 Lettland 41 4.2.2.3 Litauen 41 5 Analyse der rechtlichen Rahmenbedingungen in Estland, Lettland und Litauen zur Holzproduktion in Kurzumtriebsplantagen 43 5.1 Begriffs-Präzisierungen als Ausdruck der nationalen Verständnisse der Vorschriften der Europäischen Union 43 5.1.1 Waldbegriff in Estland, Lettland und Litauen 43 5.1.1.1 Waldbegriff in Estland 43 5.1.1.2 Waldbegriff in Lettland mit der Besonderheit der Forstplantage nach dem lettischen Waldgesetz 44 5.1.1.3 Waldbegriff in Litauen 50 5.1.2 Umtriebszeiten bei Kurzumtriebsplantagen in Estland, Lettland und Litauen 51 5.1.3 Zugelassene Baumarten für Kurzumtriebsplantagen in Estland, Lettland und Litauen 52 5.1.4 Unbestimmte Rechtsbegriffe für Nachhaltigkeit in den Waldgesetzen von Estland, Lettland und Litauen 53 5.2 Umsetzung der Förderbestimmungen nach der Gemeinsamen Agrarpolitik 2020 in Estland, Lettland und Litauen 55 5.2.1 Direktförderung (Säule 1) in Estland, Lettland und Litauen 56 5.2.1.1 Ausgestaltungen der Voraussetzungen für die Direktförderung 57 5.2.1.2 Instrumentarien der Direktförderung 60 5.2.2 Strukturförderung (Säule 2) in Estland, Lettland und Litauen 69 6 Wirtschaftliche Rahmenbedingungen für die Produktion von Holz in Kurzumtriebsplantagen auf landwirtschaftlichen Flächen in Estland, Lettland und Litauen 74 6.1 Parameter zur Definition der Angebotsseite: Verfügbare Produktionsfaktoren 74 6.1.1 Verfügbarkeit der Ressource Arbeit 74 6.1.2 Verfügbarkeit der Ressource Boden 77 6.1.2.1 Eignung von Flächen in Estland, Lettland und Litauen zur Produktion von Holz in Kurzumtriebsplantagen 77 6.1.2.2 Möglichkeit des Bodenerwerbs 79 6.1.2.3 Maßnahmen zur Erhöhung des Flächenangebotes auf den Bodenmärkten in Estland, Lettland und Litauen 82 6.1.2.4 Entwicklung der Preise für landwirtschaftliche Flächen in Estland, Lettland und Litauen 84 6.1.3 Verfügbarkeit der Ressource Kapital 85 6.1.3.1 Infrastruktur als maßgebliche Größe des volkswirtschaftlichen Sozialkapitals 85 6.1.3.2 Betriebliches Privatkapital als Investitionsvoraussetzung 86 6.2 Marktsegment für in Kurzumtriebsplantagen erzeugtem Holz in Estland, Lettland und Litauen 87 6.2.1 Potenzialabschätzungen für die Holzmärkte in Estland, Lettland, Litauen und für die Europäische Union 87 6.2.2 Nachfrage nach Holz in der Zielplanung für die Energiebedarfsdeckung in Estland, Lettland und Litauen 91 6.2.2.1 Planerische Ansätze zur Energieversorgung in Estland 94 6.2.2.2 Planerische Ansätze zur Energieversorgung in Lettland 95 6.2.2.3 Planerische Ansätze zur Energieversorgung in Litauen 96 6.3 Business Case für ein reales Unternehmen in Lettland 97 6.3.1 Naturale und monetäre Erträge von Weidenplantagen 98 6.3.1.1 Mengenerträge in Kurzumtriebsplantagen 99 6.3.1.2 Preisniveaus auf dem Markt für Hackschnitzel in Lettland 104 6.3.1.3 Preisniveauvergleich für Litauen und Estland 107 6.3.2 Kosten der Bewirtschaftung von Kurzumtriebsplantagen 108 6.3.3 Ermittlung der Annuitäten als Entscheidungsgrundlage 113 6.3.4 Betrachtung von Veränderungen von Parametern anhand einer Sensitivitätsanalyse 118 6.3.5 Betrachtung des Ergebnisses der Business Case-Berechnung 120 7 Diskussion der Ergebnisse 126 7.1 Hypothese: Das Regelwerk und die darin enthaltenen Fördermaßnahmen der Gemeinsamen Agrarpolitik 2020/Europa 2020 begünstigen die Produktion von Holz in Kurzumtriebsplantagen in Estland, Lettland und Litauen. 126 7.2 Hypothese: Die nationalen Ausgestaltungen der Bestimmungen der EU favorisieren nicht die Anlage und Nutzung von Kurzumtriebsplantagen in Estland, Lettland und Litauen 135 7.3 Hypothese: Die Produktionsfaktoren Arbeit, Boden und Kapital stehen in Estland, Lettland und Litauen in ausreichendem Maße zur Verfügung. 143 7.4 Hypothese: Die Märkte für in Kurzumtriebsplantagen erzeugtem Holz sind zu Preisen aufnahmefähig, die einen rentablen Betrieb von Kurzumtriebsplantagen in Estland, Lettland und Litauen erlauben. 145 7.5 Hypothese: Die Holzproduktion auf Kurzumtriebsplantagen führt zu höheren monetären Erträgen als der Anbau von annuellen Feldfrüchten in Estland, Lettland und Litauen 149 8 Zusammenfassung 152 9 Abstract 157 10 Literaturverzeichnis 161 10.1 Quellennachweis nach Autoren 161 10.2 Rechtsquellen 194 10.2.1 Völkerrechtliche Verträge 194 10.2.2 Rechtsquellen der Europäischen Union 194 10.2.2.1 Grundlagen für die Europäische Union 194 10.2.2.2 Verordnungen der Europäischen Union in chronologisch-numerischer Reihenfolge 194 10.2.2.3 Richtlinien der Europäischen Union in chronologisch-numerischer Reihenfolge 197 10.2.2.4 Delegierte Verordnungen der Europäischen Union in chronologisch-numerischer Reihenfolge und Entscheidungen 197 10.2.3 Rechtsquellen der Bundesrepublik Deutschland 199 10.2.4 Rechtsquellen der Republik Estland 199 10.2.5 Rechtsquellen der Republik Lettland 200 10.2.6 Rechtsquellen der Republik Litauen 201

Introduction People say, "don't you ever want to come off?" I don't know. The thought of me getting up without taking something is totally. to me that's normal . If I haven't taken anything then I'm not normal . And for me to even, I can't contemplate not taking something, you know. I'm not a lost cause. I know what my problem is. It's other people that want me to stop. I don't want to stop. I don't want to. Does that make sense to you? (Mya) This extract is taken from an interview that formed part of my doctoral research looking at people's experiences of injecting drug use and treatment services in London, UK. Here I consider one of the ways participants described their use of drugs through a concept of becoming "normal." I pay particular attention to Mya's account and explore the very sense-making that her question (above) demands. Mya uses the concept of normality not only to reflect how drugs have become part of her everyday routines, or part of feeling normal, but actually in materially becoming herself—in embodying a "normal body." As she puts it, "if I haven't taken anything then I am not normal." In this sense, Mya's problem is not the drugs, but the people who want her to stop taking them. This understanding is important for challenging recent policy shifts towards reducing opiate replacement/substitution services in the UK (HM Government; Home Office). Methods The study took place from January to September 2014, and included participant observation at a drug treatment service, interviews with service providers, and "creative" interviews with people who inject drugs. The project was granted ethical approval by the London School of Hygiene and Tropical Medicine Ethics Committee and the NHS Regional Ethics Committee. All participants were given pseudonyms. The creative interview is a term coined by Jennifer Mason to describe an in-depth semi-structured interview which produces additional types of data beyond the spoken word. The method was employed to explore participants' feelings of embodiment as enacted in the drug-using "event." I used a body mapping (drawing) task in these interviews to aid the communication of hard-to-articulate visceral experiences and depict the many actors, human and nonhuman, involved. (For a fuller explanation of the "events" perspective and methods taken in this study, please see Dennis 2016.) Below, I draw both from Mya's narrative and her pictorial account. Becoming "Normal" with Diamorphine Mya is a 52-year-old woman who was recruited to the study through word of mouth. She attended a supervised injecting clinic where another participant informed her about the study. The purpose of this clinic is to prescribe injectable diamorphine (pharmaceutical heroin) for clients to administer under supervised conditions. This unique service is specifically targeted at people who have previously struggled with the more orthodox opiate substitution treatments, such as methadone and buprenorphine. Mya explained that she had a long history of using street heroin, but in the last ten years has been injecting legally and has also illegally sought diamorphine. Mya's drug use had become very hard to sustain financially, both in paying for private prescriptions and in the illegal drugs market, and therefore she wanted a prescription through the National Health Service. She was told that this was only possible through this clinic. However, the clinic's intention was always to reduce this consumption, which Mya did not want to accept. This is because, as she explained, without drugs she is "not normal." A rhetoric of "normality," as deployed in the drug field, has taken two dominant paths. The first is in Parker et al. 's "normalisation thesis," which documents a move during the 1990s when drug use, albeit "recreational drug use," became increasingly common. A concept of "normalisation" is used to explain this social shift in acceptability towards drug taking. The second lies in a oucauldian-influenced embodied idea of performing normality in line with dominant neoliberal discourses. For example, Nettleton et al .'s study with recovering heroin users employs a concept of "normalisation" to explore the ways in which people talk about regaining certain bodily practices to fit in with "the norm." Using the work of Michel Foucault, and his concept of governmentality more specifically, Nettleton et al . argue that "normalisation" is "a crucial aspect of neo-liberal societies, where individuals are encouraged through [decentralised] political projects to become normal: 'the judges of normality are everywhere' (Foucault, 1977)" (175). Although there are vast differences, both these accounts seem to share an understanding of normality as a socially or discursively produced set of practices. However, Mya's narrative of becoming normal seems to be doing something different. She highlights how she becomes normal with drugs in a way that suggests that without drugs she is not normal. This highlights the material work involved in achieving this "normal" state. It is clear that being normal is something we do (both theories above consider normal behaviour as performative) rather than it being pre-defined. But for Mya this is enacted in an ontological rather than learnt way as she connects with drugs. To know normality—"to me that's normal"—and to be normal—"if I haven't taken anything then I'm not normal"—are conflated. Karen Barad, in her theory of agential realism, would call this an intra-action rather than an inter-action, where what we know (epistemology) and what is (ontology) collide, or rather elide. It is in these entanglements of matter and meaning that Mya becomes normal. Mya's narrative highlights the human body as an assemblage (Deleuze and Guattari) in which drugs have become a part. In this sense, drugs can be seen as part of this embodied self rather than separate. Consequently, Mya's account is about more than how her body interacts with drugs, but rather how they become together. Drawing from Deleuze's ontology of becoming, this is the idea that life does not start with any given entities or organisms, but that these forms are brought into being through the forces of life, and as such they are in a constant state of flux, becoming something else. This can challenge ideas of "recovery" (e.g. Home Office) where people are expected to remove themselves from drugs in order to regain their "normal" self. If one's "normal" includes drugs this calls into question the very attempt to de-couple an entangled relationship that, as another participant put it, "has been a long time in the making " (my emphasis). Therefore, it is perhaps not surprising that Mya explains with a heavy heart that she is feeling substantial pressure to reduce her prescription. She feels the clinic staff fail to understand how drugs are part of her and what constitutes her "normal." Thus, as she sees it, her "problem" is not the drugs themselves, but the people who want her to stop taking them. Mya's frustrations start to make more sense—to return to the question in the epigraph—when we think about the body as something we do , involved in a constant task of keeping oneself together . Keeping Oneself Together One does not hang together as a matter of course: keeping oneself together is something the embodied person needs to do . The person who fails to do so dies. (Mol and Law 43) Mol and Law argue that bodies are not something we have but something we do , and that bodies are actively held together through a series of practices. For instance, in their example of hypoglycaemia, a pin prick of blood needs to be taken for the condition to be known, and then counteracted by eating a sugary substance (49). Thinking about Mya's account of becoming normal in these terms, drugs, instead of being seen as "evil" objects of misuse, can, for Mya at least, be part of this vital (life) project of keeping one elf together. This thoroughly blurs the distinctions between "good" medicine (life sustaining/enhancing) and "bad" drugs of abuse (life destroying). Following a Deleuzian understanding of the human body as an assemblage, making the body "actualise" as one is a process of life: "'A' or 'a' (one) is always the index of a multiplicity: an event, a singularity, a life." (Deleuze 388). As such, making bodily boundaries becomes essential. For Mya, drugs are part of this individualisation process in quite overt ways. For example, in her body map (Figure 1) she drew a picture of herself inside a cloud, with voices shouting inwards, penetrating the barrier from outside. About these she said, they are "shouting at me," "telling me what to do," and "what's best for me." But she was at pains to point out that the depicted cloud is not about representing a pleasurable or disassociated feeling, but more to do with blocking out these intruding voices telling her how to live her life so that they "can't get to me": Mya: That makes it sound like the drug makes me feel like I'm in a cloud, it doesn't, cos I just feel normal , it just helps me to, to deal with things better, it helps me to get less stressful, does that make sense? Author: Normal? Mya: Yeah Author: So if you haven't had it, you feel more on edge? Mya: I'm a complete nervous wreck. I'll be jumping everywhere, you know, if someone opens the window of a bus and I'm jumping. Figure 1: Mya's Body Map For Mya, then, her drug use is not about pleasure, or pain for that matter, but about something altogether more vital: it is about keeping together in a stressful, invasive world, to "deal with things better." It seems that Mya's drawing—through which she was asked to depict her feelings when using drugs—is about trying to hold the permeable, leaky body together. For the injecting body, which regularly incorporates and excorporates drugs, is an active/metabolic body: The active body has semi-permeable boundaries [.] inside and outside are not so stable. Metabolism, after all, is about eating, drinking and breathing; about defecating, urinating and sweating. For a metabolic body incorporation and excorporation are essential. (Mol and Law 54) A similar argument is made by Vitellone, citing Keane: Heroin is not separate from but becomes central to the body, selfhood, and processes of individualization. Thus according to Keane "a drug is something external that becomes internalized, blurring the distinction between not only inside/outside but also self/other". (166; see also Keane) In Mya's drawing and account, drugs are intimately involved in the task of individuating—in making clear boundaries between her and the world. In this sense, her drawing of a cloud can be seen almost like an extra layer of skin. This also occurs in the accounts of two other participants. One female participant commented on how, without drugs, she does not feel herself, to the point that she said, "I don't want to be in my own skin." And a male participant also used similar language to note that without heroin (even though he is prescribed methadone, an opiate substitute) he can feel "disembodied": Everything is all "oh oh" [he makes sounds and body movements to show a fear of things getting too close] like that, everything is like right, like if you're trying to walk around the streets and it's just like you can't handle busy high streets and you know busy like tubes and . In these accounts, drugs are playing a key role in this boundary work, that is, in enacting the body as One. This resonates strongly with Donna Haraway's idea of individualisation as "a strategic defense problem" (212). This is the idea that the individual body is not something we are born with, but something we strive towards. Haraway argues that "bodies have become cyborgs," where "the cyborg is text, machine, body, and metaphor" (212). Mya takes great care in making sure that I have understoo this process of boundary-making, which is essential to the cyborg, and on several occasions checks back with me to confirm that she is making sense. She gives the impression that she has been explaining these feelings for years, but still does not feel fully understood. This is perhaps why she seems so thrilled when she feels I have finally got a handle on the dynamic: Mya: But the methadone makes me feel heavy, lethargic, with the diamorphine I can get on with being normal, more better, and not so sleepy, does that make sense? [.] It just helps me cope with everything. You know what I mean, everything . Even . Author: Like taking the edge off things? Mya: That's it, the edge off things, you've got it! I've never thought of that before, that's a good way of putting it. Author: No cos I was thinking about what you were saying about how you can feel anxious and stuff, and I can imagine it just . Mya: You're right, you've done it in a nut shell there. Cos people have asked me that before and I haven't been able to answer. That is a good answer. It takes the edge of things. Yeah. At the end of the interview, and long past this initial reference, Mya shows appreciation of this phrase once more, as an expression which she feels could help in her bid to be better understood: Author: Anyway, I'll end the interview there. Mya: Was that alright? Author: Yeah, perfect. Is there anything else that you think is important that I've missed out? Mya: No not at all. I think you've just helped me there by saying it takes the edge off things, I've been trying to put that into words for a long time, I didn't know how to say it . Although these experiences are of course linked to withdrawal symptoms as a particular arrangement of bodily connections, when I ask about this, it is evident that it is also about something more. For example, in trying to get at why Mya feels she needs diamorphine rather than methadone, she talks about it being "cleaner," "purer," "less groggy." And even though I prompt her on the potential enjoyment, she links "the buzz" to being able to get on with "normal things," saying "I can act more normal with the heroin": Mya: Definitely it's less groggy. Author: And does it give you a slight buzz also? Mya: Sometimes it does yeah. Like I can get on with my housework better and things like that, day to day things, I can act more normal with the heroin. With just the methadone, things just slip . With an interesting use of the term, Mya says that with methadone (which would be the more usual opiate prescribed in heroin treatment) "things just slip." Again, there is a sense of diamorphine holding her together, in a way that without it she would "slip." This perhaps highlights the slipperiness of connections that are only ever "partial" (Haraway 181). Rather than becoming too porous, with methadone she becomes too shut off or "groggy," and again her body becomes unable to do things. This is perhaps why she is so insistent that diamorphine stays put in her life: "I'm not going to lie, even if I don't get it, I'm still going to use the diamorphine." Or, in Haraway's words, she "would rather be a cyborg than a goddess"(181) —she would rather endure the political and potentially criminal consequences of requiring this "outside" substance than pretend to live apart from/above the material world. Conclusion When we consider bodies as something we do, rather than have, we see that rather than Mya's account of normality reflecting a social change (Parker et al .) or solely discursive embodiment (Nettleton et al .), it actually refers to how she becomes her "normal self" in more material ways. Mya's account thoroughly disrupts a separation of object/subject, as well as several other binaries that underpin contemporary ideas of psychoactive drug use and the body, including drug/medicine, inner/outer, self/other, and of course, normal/pathological. Instead, and in trying to do justice to Mya's q estion which opened the essay, her body is seen connecting with drugs in a way that holds her together (as One) in becoming "normal." Consequently, her fears over having these drugs stopped are very real concerns over a disruption to her corporeality, which demand to be taken seriously. This calls for urgent questions to be asked over current UK policy trends toward eliminating diamorphine prescribing services (see O'Mara) and reducing opiate substitution more generally. References Barad, Karen. Meeting the Universe Halfway: Quantum Physics and the Entanglement of Matter and Meaning. Durham: Duke UP, 2007. Deleuze, Gilles. "Immanence: A Life." Two Regimes of Madness: Texts and Interviews 1975–1995. Ed. David Lapoujade. New York: Semiotext(e), 2006. 384­–91. Deleuze, Gilles, and Felix Guattari. A Thousand Plateaus: Capitalism and Schizophrenia . London: Continuum, 2004. Dennis, Fay. "Encountering 'Triggers:' Drug-Body-World Entanglements of Injecting Drug Use." Contemporary Drug Problems (2016). . Haraway, Donna. Simians, Cyborgs, and Women: The Reinvention of Nature . London: Free Association Books, 1991. HM Government. "Drug Strategy 2010: Reducing Demand, Restricting Supply, Building Recovery: Supporting People to Live a Drug Free Life." Home Office , 2010. 1 Jan. 2011 . Home Office. "Putting Full Recovery First." Home Office , 2012. 5 Feb. 2013 . Keane, Helen. What's Wrong with Addiction ? Melbourne: Melbourne UP, 2002. Mason, Jennifer. "What Is Creative Interviewing?" 2010. 10 May 2013 . Mol, Annemarie, and John Law. "Embodied Action, Enacted Bodies. The Example of Hypoglycaemia." Body & Society 10.2 (2004): 43-62. Nettleton, Sarah, Joanne Neale, and Lucy Pickering. "'I Just Want to Be Normal': An Analysis of Discourses of Normality among Recovering Heroin Users." Health 17.2 (2013): 174–190. O'Mara, Erin. "The State We're In: Heroin Prescribing in the UK." Drink and Drug News (Dec. 2015). 20 Jan. 2016 . Parker, Howard, Judith Aldridge, and Fiona Measham. Illegal Leisure: The Normalization of Adolescent Recreational Drug Use . Hove: Routledge, 1998. Vitellone, Nicole. "The Rush: Needle Fixation or Technical Materialization?" Journal for Cultural Research 7.2 (2003): 165–177.