1. Introducción.Hemos leído últimamente muchos análisis sobre un caso de asilo diplomático de público conocimiento que hoy concita tanto interés como preocupación en las relaciones internacionales, donde aparecen mezclados diferentes conceptos sobre el Asilo Diplomático y otros institutos similares, así como sobre la aplicación de la teoría de la extraterritorialidad para justificar la inviolabilidad de la sede de la misión diplomática, generando sin duda confusión a los lectores poco familiarizados con el tema.Intentaremos esclarecer estos conceptos, pretendiendo únicamente "refrescar" antecedentes, dejando el tratamiento profundo del tema en los excelentes trabajos que existen en la materia.2. Refugio y Asilo.No puedo dejar aquí de rendir un reconocimiento a tres distinguidos académicos y diplomáticos uruguayos que han tratado este tema en el pasado con gran brillo. Me refiero a mi respetado profesor el Dr. Manuel A. Vieira, autor del excelente trabajo "Derecho de Asilo Diplomático" del año 1961, al Embajador Dr. Emilio Oribe, autor de "Las Reglas de Calificación en el Asilo Diplomático y la Doctrina Uruguaya", del año 1964 y al Embajador Juan Domingo del Campo, autor de "Una Experiencia en la Aplicación del Derecho de Asilo", del año 1967.Sería injusto no mencionar también un trabajo realizado hace muy poco tiempo por una funcionaria del Servicio Exterior uruguayo, la Licenciada Cristina Mansilla, que ha escrito un muy documentado estudio sobre "La Tradición de Asilo en Uruguay ". Ambos institutos son diferentes, por más que configuren dos aspectos de una misma realidad, que es la de proteger personas contra las persecuciones, revistiendo carácter humanitario.El refugio tiene su origen en los finales de la Primera Guerra Mundial y es por lo tanto una institución de origen europeo, que llevó a la Sociedad de Naciones a ocuparse de los refugiados y a la firma de los primeros acuerdos internacionales sobre los mismos, para atender a las personas desplazadas por los cambios territoriales producto de las guerras o por persecuciones de regímenes políticos dictatoriales. Es en esa época que surge el famoso "Pasaporte Nansen", documento del que se dotaba a los refugiados que les permitía radicarse en un país diferente al suyo. Después de la Segunda Guerra Mundial surge una agencia especializada de las Naciones Unidas para ocuparse de los refugiados (el ACNUR o Alto Comisionado de las Naciones Unidas para los Refugiados) y se firma la Convención Relativa a los Refugiados en 1951, vigente al día de hoy y perfeccionada por el Protocolo de 1967. El refugio solo puede ser concedido territorialmente, las condiciones las fija el ACNUR, no es requerida la necesidad de persecución para concederlo, sino que basta con el temor fundado y los motivos abarcados pueden ser varios, como los de raza, religión, nacionalidad, opiniones políticas, etc. 3. El Asilo Territorial.El asilo en cambio, puede tener dos variantes: el asilo territorial y el diplomático.El asilo territorial es el que un Estado concede en su territorio a una persona perseguida por motivos políticos o acusada de cometer delitos políticos o comunes conexos con los políticos.Esta institución también es muy antigua pero a nivel universal no existe ninguna convención relacionada con el mismo. Las Naciones Unidas intentaron en 1977 concretar una convención pero no lo lograron.A nivel mundial solo existe un artículo, el 14, en la Declaración Universal de los Derechos Humanos de 1948 en el cual se reconoce que toda persona tiene derecho a buscar asilo y más tarde, la Asamblea General de las Naciones Unidas aprobó en 1967 la Resolución 2312 sobre Asilo Territorial, donde se dice que el otorgamiento de asilo en un Estado es un acto pacífico y humanitario y como tal no puede ser considerado inamistoso por ningún otro Estado. Por lo tanto, estas declaraciones a nivel universal no tienen carácter obligatorio sino meramente humanitario.En cambio, esta institución tiene en América Latina una base convencional desde mediados del siglo pasado, la Convención de Caracas de 1954 sobre Asilo Territorial, de la cual forman parte Brasil, Colombia, Costa Rica, Ecuador, El Salvador, Guatemala, Haití, México, Panamá, Paraguay, Uruguay y Venezuela.A ella se le agregó el artículo 22 numeral 7 de la Convención Americana sobre Derechos Humanos (Pacto de San José de Costa Rica) de 1969, que dispone que toda persona tiene el derecho de buscar y recibir asilo en territorio extranjero en caso de persecución por delitos políticos o comunes conexos con los políticos y de acuerdo con la legislación de cada Estado o los convenios internacionales.Son miembros de este Pacto la totalidad de los países latinoamericanos menos Canadá y Estados Unidos, pero se han adherido al mismo Barbados, Dominica, Granada y Jamaica.Todos estos instrumentos, en forma muy similar, reconocen el derecho de buscar asilo pero no el de obtenerlo; sólo pueden beneficiarse del mismo quienes son perseguidos por motivos o delitos políticos. Quienes otorgan el mismo son las autoridades del país que lo concede y la consecuencia más importante es la obligación de no devolver al asilado al país que lo reclama, aunque en América Latina este principio ha sido violado muchas veces durante la época de las dictaduras militares. 4. El Asilo Diplomático.Finalmente, el asilo diplomático, que también algunos llaman de asilo político, es una institución que por ahora no tiene base en el derecho internacional universal y solo está consagrada en algunos tratados latinoamericanos sobre asilo diplomático y en normas regionales de derecho internacional consuetudinario sobre el asilo. Por lo tanto, debe quedar bien claro que fuera de América Latina, esta institución no es reconocida como una institución de derecho internacional consuetudinario y tampoco existen convenciones internacionales fuera de las que analizaremos dentro del continente latinoamericano.Eso no quiere decir que algunos países europeos, que no están ligados por ninguna norma jurídica en la materia, no lo hayan aplicado en el pasado circunstancialmente y por razones estrictamente humanitarias. A título de ejemplo, recordemos que en los siglos XVI y XVII fue practicado en Europa y más tarde en el siglo XX, en España durante la Guerra Civil Española, así como por los EEUU en el sonado caso del Cardenal Midszenty en Hungría o por parte de otros países europeos como Francia, Suecia o el Vaticano, en África y América Latina, también a fines siglo pasado. Los casos más sonados son los aplicados por varios países europeos en Chile durante la dictadura militar de Pinochet.En términos generales, las objeciones a un tratado internacional sobre asilo diplomático por parte de los países no latinoamericanos, se basan en que este es considerado como un abuso de la inmunidad de que gozan las sedes de las misiones diplomáticas (como lo veremos cuando tratemos más adelante la teoría de la funcionalidad), que además no está contemplada dentro de las funciones de las misión diplomática definidas en la Convención de Viena de 1961 sobre Relaciones Diplomáticas y porque finalmente es visto como una excesiva posibilidad de injerencia en sus asuntos internos por parte de las misiones diplomáticas extranjeras.Esto no quiere decir que no hayan existido intentos para codificar el asilo diplomático y concluir un tratado de alcance universal en la materia, tanto en el ámbito de las Naciones Unidas como en otros foros.En efecto, el Instituto de Derecho Internacional intentó, a mediados del siglo pasado, transformar el derecho de asilo en una norma de derecho internacional, aunque sin éxito.Poco después, la Asociación de Derecho Internacional trabajó, también sin éxito, sobre dos proyectos de Convención de Asilo Diplomático , en 1968 y 1971, inspirados en gran parte en las convenciones latinoamericanas en la materia, que veremos más adelante, aunque introduciendo innovaciones interesantes en aspectos tales como la calificación de las causales de admisión del asilo, la calificación de urgencia o las categorías de las personas que pueden ser admitidas al asilo.Estas iniciativas, no concretadas hasta ahora, encuentran serias dificultades para prosperar, aunque esto no quiere decir que sea imposible llegar a un acuerdo en la materia, como forma de regular y uniformizar los principios de esta institución en el derecho internacional. En el ámbito latinoamericano, el asilo diplomático se define en términos generales como la protección que un Estado ofrece a personas que no son nacionales suyos y cuya vida o libertad están en peligro por actos, amenazas o persecuciones de las autoridades de otro Estado o por personas o multitudes que hayan escapado del control de dichas autoridades.El asilo diplomático, que un autor definió como la "más emblemática figura del derecho internacional americano", surgió como una necesidad apremiante de carácter humanitario en las naciones americanas de origen hispano y se fue consolidando y enriqueciendo con la práctica recurrente desde fines del siglo XIX hasta nuestros días. Todos recordamos el caso Haya de la Torre, del año 1951, que motivó un fallo de la Corte Internacional de Justicia, el cual, a su vez, fue determinante para la suscripción de la Convención de Caracas sobre Asilo Diplomático de 1954 que veremos más adelante.Esta práctica fue convirtiéndose desde fines del siglo XIX en una serie de convenciones que abarcan desde un número reducido de Estados, como es el caso del Tratado de Derecho Penal de Montevideo de 1889 o el Tratado sobre Asilo y Refugio Político de Montevideo de 1939, hasta llegar a las convenciones celebradas en el marco del sistema interamericano, como la Convención sobre Asilo Político adoptada en La Habana en 1929, la Convención sobre Asilo Político celebrada en Montevideo en 1933 y finalmente la Convención sobre Asilo Diplomático de Caracas de 1954, de la cual Uruguay es miembro.Sin contar a los países del Caribe que ingresaron a la OEA con posterioridad y que por su origen europeo no tienen una tradición en materia de asilo diplomático, todos los estados de América Latina son parte de al menos una de estas tres convenciones citadas, menos Bolivia, que a pesar de haber firmado las tres, no las ha ratificado. Sin embargo, este país nunca se ha opuesto a este instituto.Por lo tanto, puede asegurarse, siguiendo a Edmundo Vargas Carreño, que "en la actualidad, para los Estados latinoamericanos, el asilo diplomático es una institución vigente, con fundamentos tanto en el derecho convencional como en el consuetudinario".De acuerdo a las tres convenciones que hemos mencionado, todas ellas en vigor, el asilo puede otorgarse en las Embajadas, los navíos de guerra o aeronaves militares. En la Convención de Caracas de 1954 se agregó la Residencia del Jefe de Misión. O sea que se excluye expresamente a los Consulados para acoger a un asilado.Ya vimos que en el caso del asilo territorial, no existe un "derecho de asilo" sino el "derecho a buscar asilo". En el caso del asilo diplomático ocurre lo mismo.Quien otorga el asilo diplomático es el Estado al cual se solicita el mismo, el cual no está obligado a concederlo ni explicar porque lo niega.Una vez concedido el asilo, el Estado territorial está obligado a respetarlo, debiendo otorgar el respectivo salvoconducto para la salida del asilado a otro Estado, que no tiene por qué ser necesariamente el Estado que otorgó el asilo.El asilo diplomático sólo procede en casos de urgencia, por la comisión de delitos políticos o por la persecución a raíz de la comisión de los mismos. Por lo tanto no debe concederse a aquellas personas que se encuentren inculpadas o procesadas o condenadas por delitos comunes ante tribunales competentes. Es importante tener en cuenta que el asilo diplomático se concede independientemente de la nacionalidad del asilado, o sea que puede otorgarse a una persona que no sea nacional de ninguno de los estados que reconocen este instituto.El asilo diplomático no está sujeto a reciprocidad. 5. La teoría de la extraterritorialidad como fundamento de la inviolabilidad de la Misión Diplomática.También en relación al caso de asilo diplomático que nos ocupa, numerosas declaraciones oficiales y artículos de prensa que hemos leído, se refieren a que una Embajada debe ser considerada, en razón de una pretendida "extraterritorialidad", un territorio extranjero en el corazón del Estado receptor. Nada más equivocado.La teoría de la extraterritorialidad ha perdido desde hace mucho tiempo los favores de la doctrina y debe ser considerada como definitivamente abandonada. Es más, nunca convenció al conjunto de la doctrina.Esta teoría fue defendida fundamentalmente por Hugo Grocio a comienzos del siglo XVIII, en su ensayo "Del Derecho de la Guerra y de la Paz" y también por otro gran jurista holandés, Bynkoerschoeck. El prestigio de ambos autores y la simplicidad de la idea que la fundamenta, explican el éxito que esta teoría tuvo en ese siglo.La misma reposaba en una ficción elemental que consideraba que el beneficiario de la inmunidad, en este caso el agente diplomático en funciones, jamás quita su territorio nacional y por ende tanto él como el conjunto de los locales diplomáticos que ocupa, se encuentran colocados "en extraterritorialidad". Bynkerschoeck iba todavía más lejos al asegurar que la inviolabilidad del agente diplomático dependía del hecho de que su lugar de trabajo como su residencia personal, eran consideradas como siendo parte de su territorio nacional. Se llegó al extremo de asegurar que en estos locales, los miembros del servicio doméstico que trabajaban para el agente diplomático, siendo de nacionalidad del Estado receptor, durante el tiempo de su servicio, cambiaban de nacionalidad, adoptando la del Estado acreditante. Ya en el siglo XIX surgieron por parte de autores muy importantes como Pinheiro-Ferreira y Bonfils, críticas muy fuertes a esta teoría "inútil, vaga y falsa, por ende peligrosa", que acabarían por determinar su completo rechazo.El fuerte surgimiento de la concepción de la soberanía de los Estados y de la competencia exclusiva sobre su territorio, se conciliaba muy mal con esta ficción tan elemental. Ya en esos momentos se percibía que se hacía necesario encontrar un fundamento más realista al régimen de la inmunidad diplomática así como justificarla mejor. Se hizo evidente entonces que para que esta inviolabilidad de los locales estuviera garantizada y asegurada, no era necesario fundamentarla en ninguna ficción jurídica y mucho menos en la de la teoría de la extraterritorialidad.Desde el momento en que es una inmunidad necesaria a la misión diplomática de una potencia soberana, que tiene una utilidad funcional esencial, esta inmunidad está implícita.De ello resulta que los locales diplomáticos estarán preservados de cualquier intrusión o de cualquier visita no deseada, sin que por ello deban ser consideradas como un territorio extranjero o como un enclave de soberanía extranjera.Existen numerosos ejemplos en la práctica diplomática comparada que así lo demuestran.Por ejemplo, cuando se afirma que el Estado acreditante tiene competencia de policía y de jurisdicción al interior de sus locales diplomáticos, la respuesta es un no categórico. Claro que el Estado acreditante puede rehusarse a permitir la entrada a la policía o a los jueces a los locales de la misión diplomática donde se han cometido crímenes o delitos, pero en esos casos el Estado receptor dispondrá de medios para hacer respetar el orden público, por ser el único competente para investigar y reprimir estos actos. Esta función deberá ejercerla con el acuerdo previo del Jefe de Misión y respetando la inviolabilidad de los documentos, archivos y mobiliario de la misión diplomática. Hay múltiples ejemplos que así lo confirman. Otro ejemplo muy claro es cuando se pregunta si la sede de la misión diplomática está sometida a las leyes y reglamentos del Estado receptor. Aquí la respuesta es de un sí categórico.Y en este caso se trata de todos las categorías de locales diplomáticos, incluida la residencia de los agentes diplomáticos. La práctica diplomática comparada está llena de ejemplos en tal sentido. Basta recordar casos vinculados con la violación, por parte de la misión diplomática, a la legislación sobre discriminación de género, a la legislación laboral, a la legislación relacionada con los sistemas de comunicaciones satelitales o a la legislación relacionada con reglas de urbanismo en el Estado receptor. 6. Teoría de la funcionalidad o del interés de la función.Cuando llegamos a la Convención de Viena sobre Relaciones Diplomáticas a mediados del siglo pasado, la teoría de la extraterritorialidad ya ni siquiera fue motivo de discusión y no aparece mencionada en ninguna parte. Por el contrario, en el Preámbulo de dicha Convención se dice que "las inmunidades y privilegios se conceden con el fin de garantizar el desempeño eficaz de las funciones diplomáticas".Este es hoy el fundamento de las inmunidades diplomáticas.La primera formulación de esta concepción funcional de las inmunidades diplomáticas fue hecha por el Instituto de Derecho Internacional en 1929 y fue luego recogida por la Convención de Viena de 1961 a la que ya nos hemos referido, recibiendo el apoyo unánime de la doctrina de Derecho Internacional (Lapradelle, Basdevant, Rousseau, etc.).Para volver al régimen de inviolabilidad de la misión diplomática en este marco jurídico y doctrinario, el mismo implica en primer lugar una obligación de no hacer. O sea que los agentes del Estado receptor y particularmente las fuerzas del orden no penetren en los locales de la misión o de la residencia del diplomático, salvo cuando, con la autorización del Jefe de Misión, se haga necesario realizar una investigación, como ya vimos.En segundo lugar implica una obligación de hacer. O sea que las autoridades del Estado receptor deben asegurar la protección absoluta de los locales diplomáticos contra todos los ataques que ésta pueda ser objeto.Es en este marco que hay que entender la objeción de aquellos países que no reconocen el derecho de asilo diplomático dentro de las Misiones Diplomáticas en su territorio.Para ellos, como ya lo vimos anteriormente, la contrapartida de la protección y de la inviolabilidad de los locales de la Misión Diplomática, consiste, entre otras, en el no otorgar asilo diplomático dentro de la misma, no afectar los locales de la Misión a fines que no sean los de la exclusiva representación diplomática, o que sirvan de base logística a actividades que puedan perturbar el orden o la seguridad interna del Estado receptor.Algunos Estados, para reforzar más aun el estricto cumplimiento de la teoría de la funcionalidad como fundamento de la inviolabilidad de la misión diplomática, han dictado leyes facultando a sus autoridades a revocar la misma en caso de que se compruebe que se han violado alguna de las condiciones enumeradas más arriba. De todas maneras, estos Estados han previsto en estos actos jurídicos que sus disposiciones no violen lo dispuesto por la Convención de Viena de 1961 en la materia.Si en cambio la inviolabilidad de la Misión estuviera fundada en la teoría de la extraterritorialidad, el asilo diplomático sería de rigor, pero aplicando la teoría de la funcionalidad o del interés de la función como fundamento de la inviolabilidad, el derecho de asilo sólo procede en los casos en que convenios internacionales o acuerdos particulares que vinculen a ambas partes así lo permitan.Como vimos anteriormente, este principio sin embargo ha sufrido numerosas excepciones, por razones humanitarias, a lo largo de los siglos, por parte de aquellos Estados que no reconocen este Instituto, pero en estos casos no existe norma obligatoria que los obligue a respetarlo.Ojala estas precisiones permitan al lector calificar mejor las características que reviste el caso de asilo diplomático que está hoy en día generando tantas interpretaciones por parte de los actores involucrados. Sobre el autorEmbajador uruguayo en Egipto y Catedrático de Integración Regional en Universidad-ORT.
The international business environment is still changing dramatically and, although international growth may introduce added complexity it may be unavoidable for small and medium-sized enterprises (SMEs) mainly due to the increasing globalization of markets (Levitt 1983) and industries (Yip 2003). In the face of rapid globalization, SMEs are a vital part of the economic systems of both emerging and developed countries. As Veloso (1991) points out, this type of companies may be an important organ for increasing the level of competitiveness of emerging markets. Some studies, for example, Yasuf (2001), go to the extent of suggesting that growth and employment in developing countries depend on the fate of SMEs. The incentive and the legal structures within which firms must operate have been drastically altered. SMEs are no longer protected from foreign competition and local buyers and suppliers are becoming more sophisticated. To compete effectively, SMEs must adapt and reshape themselves to facilitate adjustments and enhance learning for their growth and economic development. This article provides a typology to explain the degree of internationalization of SMEs. At one extreme is tangible internationalization, which is short-term and depends on macro and microeconomics factors exogenous to firms; at the other is a combination of tangible and intangible internationalization, which implies a strong commitment by firms to become competitive at international levels.I argue that different forces have forced the internationalization not only of firms, but also of markets, so that SMEs can become global without a physical presence in foreign markets. Furthermore, it may be necessary for these companies to become global if they are to remain competitive in their local markets. As a result of this paradigm shift, internationalization is based not only on geographical aspects, which are closely related to firm internationalization, but also on intangible considerations, which are closely related to market internationalization.Tangible internationalization is a restricted approach defined as a physical presence in a foreign market; it consists mainly of foreign sales, foreign direct investment (FDI), physical presence in foreign markets, and foreign suppliers. It fluctuates with exchange rates, costs of inputs, and other resource endowments that are tied to a particular geographic location. On the other hand, intangible internationalization implies a change in the comprehensive approach to the way firms should reconfigure, develop and secure resources. Intangible internationalization requires facilitating learning at all levels of a firm to increase the stock of knowledge, and, therefore, to improve flexibility on the production side and increase the likelihood of developing new resources and processes, thus enhancing the firm's critical invisible assets (Itami and Roehl 1987). An SME should aim for both in order to take advantage of a physical presence in foreign markets and provide constant incentives to facilitate learning and new organizational capabilities and processes. Tangible internationalization is a short-term expansion in foreign markets because it takes advantage of temporary macro- and microeconomics conditions; it does not require changes at the firm level. On the other hand, a combination of intangible and tangible internationalization has a higher probability to be sustainable in the long term and mostly depends on the firm's actions to meet international standards.This article emphasizes 5 crucial aspects of that managers need to be aware of: I. A matter of having an strategic plan II. An internal perspective of the firm III.The need of expanding the knowledge bases of SMEs IV.How to access and secure resources: networks V.The entrepreneurial aspectsI. A Matter of Having an Strategic PlanWhile firms have an important degree of freedom to make their own decisions, the effect of the environment cannot be discounted. This matter becomes critically important in the context of emerging economies because firms are not only facing changes in the structure of the industry in which they operate, but also in the surrounding and institutional environments. To be aware of the different courses of action available, decision makers must understand all the pro-market reforms, not just those that most affect their own industry. According to Weick (1995), the strategic decisions that managers make depend on their cognitive structures and how they make sense of the environment. Managers need to understand any intended change in a way that makes sense or fits an interpretative schema or system of meaning (Bartunek 1984). Andrews (1980) compares the role of the owner-manager to an architect who is in charge of doing the synthesis. Senior managers have the role of analyzing, interpreting, and making sense of clues so as to formulate and implement strategies. Senior managers should act as catalysts to understand and create new interpretative frameworks that provide purpose and direction to the members of the organization (Westley 1990).Laying a Formal Foundation: Making the Implicit Explicit The fact that SMEs have inadequate organizational structures and managerial expertise is a real problem in a changing environment. SMEs do not have the same level of support to increase their competitiveness, and given the lack of managerial expertise, building an adequate structure is not a straightforward process, even though it is a central one. Formalizing routines and processes within firms to make them less dependent on a specific individual is key. This is an important concern because SMEs not only have a less highly developed structure, but their fate is closely linked to one or a few individuals who posses knowledge or resources that have not been made explicit to the rest of the firm.Nevertheless, in a changing environment managers need to be proactive and to rethink their approaches regarding the future activities of their firms. A mere replication of previous strategies may no longer be a valid option when firms are competing in the international arena. The future can be imagined and enacted and that companies must be capable of fundamentally reconciling themselves by regenerating their core competencies and reinventing their industry. The role of managers is not to plan for the future, but to manage the process of learning and to be open to the possibility that new strategies can emerge.II. Analyzing the Firm's ResourcesAn analytical examination of the resources of a firm may help to develop an understanding not only of possible short-run business strategies, but also of future diversifications (Montgomery and Wernerfelt, 1988), growth strategies (Penrose, 1959), and sustainability of long-term rents (Rumelt, 1984). SMEs can compete in the international arena, but they will face international competition from foreign SMEs as well as from multinational enterprises (MNEs). Focusing only on product-market strategies is not enough; instead, the long-term survival of a firm depends on the characteristics and endowment of its resources, which should be valuable and difficult to imitate (Mahoney and Pandian 1992; Grant 1991; Amit and Schoemaker 1993). To be able to compete, the manager-owners of SMEs must know the internal resources and capabilities of their companies. As Andrews (1980: 18-19) suggested, a firm should make its strategic plans "preferably in a way that focuses resources to convert distinctive competence into competitive advantage."Firms are a bundle of different kinds of resources and a set of commitments to certain technologies, human resources, processes, and know-how that manager-owners marshal. This issue is particularly important to the present study because it is not unusual that are controlled, managed, and run by one or a small group of individuals that have a deep, but tacit, knowledge of the firm. What is important is a clear identification—not just a vague idea—of the different resources on which a firm can depend.How to Reconfigure a Firm's Resources? Capabilities exist when two or more resources are combined to achieve a goal and they "emphasizes the key role of strategic management in appropriately adapting, integrating and reconfiguring the internal and external organization skills, resources, and functional competences to match the requirements of changing environment" (Teece et al. 1997: 515). It is important to note that the relative endowment of firms may not necessarily relate to their financial performance because "only the service that the resource can render and not the resources themselves provide inputs into the production process" (Penrose 1972: 25). It is the deployment of a combination of those services that are critical to the rent generation of the firm. Firms need to exploit the existing firm-specific capabilities and also develop new ones (Penrose 1959; Teece 1982; Wernerfelt 1984) to compete internationally and to grow. Over time, SMEs have seen the nature of their rents change; we should expect a shift from Ricardian to Schumpeterian rents. A company may not have better resources, but achieve rents because it makes better use of its resources (Penrose 1959). Rents depend not only on the structure of the resources, but also on the ability of firms to reconfigure and transform those resources. The above discussion leads to the formation of the following hypotheses:III. The Need of Expanding the Knowledge Bases of SMEsThe capacity to exploit a new set of opportunities depends partly on the strategic decisions made by managers. In some cases, these opportunities require at least a reconfiguration of the activities of the firm, but more often, they require the incorporation of new resources and, especially, the introduction of new processes.Firms are as systems of purposeful actions engaging in economic activities to achieve objectives, therefore, they must learn adapt and survive in a complex environment. Organizational learning is the process by which firms can cope with uncertainty and environmental complexity, and their efficiency depends on learning how the environment is changing and then adapting to those changes (March and Olsen, 1976).SMEs need to enhance their learning in two different aspects. First, internal knowledge should be coded and made available to selected members in the company. The manager-owner is knowledgeable about almost all aspects of the business (Mintzberg 1979), and his or her knowledge is personal in the sense that it is located in the mind and not always encoded or available to the rest of the firm. Routines should be created in order to secure the long-term existence of the firm because routines capture the experiential lessons and make that knowledge obtainable by the members of the organization that were not part of the history of the company (Levitt and March 1988).The second way SMEs need to enhance their learning is to make changes in their knowledge base. When socio-economic environments change, firms need to assess the change in order to reformulate how they react to new incentives. The first step is developing a capability to understand the new dynamics. When regulatory and competitive conditions change rapidly, persistence in the same routines can be hazardous because managers and employees use organizational memory or knowledge to make decisions and to formulate the present strategy of the firm.The effectiveness of decisions taken by an SME is greatly influenced by its knowledge base which, in turn, is the result of learning processes that are no longer applicable and may be misleading. Changes in the knowledge base are probably requisite for any firms competing in an industry with tradable products. Supporting infrastructure and routines may prove essential to increase the learning pace and to effectively integrate the new knowledge and reduce the inertia due to outdated knowledge.IV. How to Access and Secure Resources: NetworksSMEs, compared to larger firms, face major challenges in terms of securing and updating resources. Where internal resources are important to accounting for a firm's performance (Gnyawali and Madhavan, 2001), resources also can be secured within networks that may allow firms to be competitive locally and internationally. Increasingly, networking is seen as a primarily means of rising required resources. Resources, such as information, equipment, and personnel, can be exchanged in networks because of relationships between. Networks are important instruments to ease the constraints facing SMEs in terms of access to: a) capital markets to obtain long-term finance both locally and internationally, b) narrow and highly regulated labor markets, c) information and technologies, d) inefficient tax codes, and e) highly bureaucratic and expansive legal procedures. SMEs may be part of a network not only because it may find complementary resources, but also because owners and managers may have friendship ties with other owners and mangers. These non-economic reasons may be as important as economic ones.A Particular Kind of Network: Industry Clusters An extensive literature exists on the topic of industry clusters. Ricardo's "comparative advantages" can be considered as a pioneering concept of industrial clusters; and Marshall's exposition about externalities is based on industrial localization. Industrial clusters are characterized by having extensive interfirm exchanges and an advantageous environment to pursue business activities. Marshall (1961) argues that industry localization may be an important factor because a) it creates a market for workers with certain industry-specific skills, b) it promotes production and exchange of non-tradable specialized input, and c) firms may take advantage of informational spillovers. Krugman (1991) points out that given the existence of market imperfection, pecuniary externalities may also play an important role in determining the concentration of industry in a specific geographic location. Pouder and St. John (1996) argue that clustered firms have a greater legitimacy than firms outside a cluster. Clusters can provide a critical mass to counterbalance the political influence of large firms and to increase the pressure for investments that affect the productivity of the cluster. Furthermore, competition within clusters increases productivity and new firm development (Porter 1998).V. The Entrepreneurial AspectsIntangible internationalization requires facilitating learning by its employees in order to constantly transform the firm. Implementing mechanisms to expand the knowledge base and to diffuse information should allow SMEs to increase their capacity to develop new goods and services, and to compete in new markets. Key characteristics of this type of internationalization are common interests, trust and openness that allow employees to challenge assumptions. Intangible internationalization is a more difficult international expansion, but it provides sustainable competitive advantages. Consequently, SMEs would become competitive by reducing their costs, introducing new products and expanding their potential markets.It is not possible to engage in tangible internationalization without having a minimum level of intangible internationalization or being competitive without some degree of valuable, rare, in-imitable, non-substitutable resources (Barney 1991). SMEs should aim for both types of internalization in order to take advantage of physical presence in foreign markets and constantly provide the incentives to facilitate learning, new organizational capabilities and processes.Firms have different combinations of internationalization. In order to analyze how SMEs can take advantage of both tangible and intangible internationalization, the foundation of the potential competitive advantages need to be identified. Therefore, it is crucial to understand how firms deliver products that have value for customers, but also to understand what makes these firms different from the rest (Hall 1998). I argue that there are three major categories of differential that have a strong impact on the nature of internationalization of SMEs. The first is called firm differential, and includes a) organizational (team level), b) managerial (individual level), c) physical endowment and d) technological capabilities differentials. The second category is based on the home country characteristics and it is called country differential. The final category,market differential, takes into consideration the specific features of local markets and industries. These differentials deeply influence the role of owner-manager. There are three basic approaches that a SME can adopt while anticipating and responding to the needs of its customers. The first one is the approach of the Schumpeterian entrepreneur (Schumpeter, 1934), a leader who breaks away from routine and introduces either new goods/services or new production processes for existing goods/services. The second one is related to Porter's (1980) concept of cost leadership even though Porter studied larger firms from developed countries. The last style of owner-manager is the Kirznerian entrepreneur, who is a person alert to opportunities (see figure 1). This type of role implies that the owner-manager acts as a broker in order to take advantage of over-optimistic or over-pessimistic reactions of economic agents (Kirzner 1973); therefore, the owner-manager will act "in regard to the changes occurring in the data of the markets" (Mises 1949: 255).ConclusionIn the business literature, internationalization involvement usually results from one of two factors: a) the firm possesses some monopolistic advantage that it can use in another country, or b) the host country owns resources that are valuable to the foreign firm. While these reasons may be necessary and sufficient conditions for larger companies, is not necessarily the case for SMEs whom have no option but to internationalization.Those two factors do not necessarily apply to SMEs because they need to become international even if they do not compete in international markets. The average level of competitiveness of SMEs is below that of multinational enterprises. 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Policy ArticleWorking Paper 2618, the World Bank Yip, G. (2003). Total Global Strategy II. Prentice Hall, Upper Saddle River, New Jersey.Sobre el autorCoordinador Académico de Finanzas FACS, Universidad ORT Uruguay
Andehrs Behring Breivik no encaja en ninguna categoría existente de actuación violenta o política. Como lo revela su manifiesto, que dará que hablar durante años, Breivik es un terrorista sui generis.Brevemente, Breivik es un joven noruego que el pasado viernes cometió dos ataques terroristas. En el primero detonó una bomba en el distrito gubernamental de Oslo. En el segundo apareció disfrazado de policía en una pequeña isla donde se celebraba una reunión anual de las juventudes del Partido Laborista del país, y atacó a la multitud con armas y municiones de guerra.El manifiesto que el agresor envió a algunos miles de contactos horas antes de cometer el ataque es una obra sin precedentes en la historia de la acción criminal e ideológica. En primer lugar, el texto suma más de mil quinientas páginas, de las cuales Breivik es el autor de más de la mitad. En segundo lugar, la obra está escrita en perfecto inglés, con el objetivo expreso de difundir la ideología ahí presentada a la mayor cantidad de personas posible. En tercer lugar, los contenidos del trabajo son muy variados y llegan a un nivel de detalle inaudito. Este último aspecto es lo que hace de Breivik y su manifiesto algo extraordinario. Entre otras cosas, el lector encontrará:Una exposición detallada de la ideología política del autor (a la cual llama "Cultural conservatism or a nationalist/conservative direction"), con discusiones sobre Antonio Gramsci, György Lukács, Karl Marx, la historia del comunismo, tablas estadísticas sobre la demografía europea y otros elementos.Una descripción de los orígenes de la organización que pretende tener detrás, la Pauperes commilitones Christi Templique Solomonici o PCCTS. El nombre es el término en latín para la orden medieval monástica y militar más conocida como los Templarios.Una guía meticulosa sobre cómo comprar los ingredientes para la elaboración de explosivos, así como su preparación, su detonación en ensayos, e incluso dónde y cómo esconderlos.Una guía similar para la obtención de armas, con discusiones de diversas fuentes como la mafia albanesa o la rusa. También explica cómo preparar una armadura de combate, así como los principios del combate urbano con armas de fuego.Una bitácora de su "trabajo" desde 2002 en adelante, que incluye su dieta con detalles sobre su ingestión de proteínas y su rutina diaria.Un presupuesto de toda su "obra" desde ese año en adelante. Breivik afirma haber invertido €317.000 a lo largo de una década en su "proyecto".Instrucciones para la construcción de su epitafio.Instrucciones para la implementación de un sistema de medallas, uniformes y ritos para la orden neo-templaria, con diagramas, nombres y criterios para la aplicación de cada una.Pasos básicos de contra-inteligencia para evitar ser detectado.Un currículum vitae completo.No hay cuestiones de menor importancia para Breivik: el ensayo también incluye discusiones detalladas sobre el estado actual de la educación terciaria en Estados Unidos y Europa, extensas explicaciones sobre la teología y la historia islámica, críticas hacia las letras del hip-hop misógino estadounidense, listas de canciones inspiradoras, etc. Una enorme proporción de los textos, como el propio Breivik admite, son de autores con argumentos válidos y que están muy lejanos de promover o aceptar actos de violencia como el suyo.El cuadro que ofrece la lectura de este ensayo es de una persona de una enorme inteligencia, capacidad de organización y, sobre todo, disciplina. Breivik es un individuo altamente preparado física y mentalmente para la grotesca tarea que se propuso. Tal como indica su ensayo, ya tiene preparados los discursos que realizará en su juicio, que pretende que sea altamente público. Antes de lanzar su ataque ya tenía decidido qué criterios aplicaría con el abogado que le asignara el estado, lo que le contestará al juez y demás quienes le digan que es un criminal psicótico, y cómo planea que termine el juicio.Esto último hace que sea poco probable que aparezcan otros Breiviks – aunque sigue siendo posible. Resulta simplemente increíble que pueda haber otro individuo que comparta la misma ideología hasta el mismo nivel de compromiso, y que sobre todo elija seguir el mismo camino.Breivik se ve a sí mismo como una persona fuertemente politizada, por lo cual es necesario discutirlo en esos términos. De los primeros que surgen apuradamente en los medios –seguramente por no haber leído el manuscrito-, no se aplica casi ninguno. Breivik no es nacionalsocialista o "neo-nazi"; tampoco es asimilable al Unabomber (por más que haya coincidencias en sus textos), ni al Ku Klux Klan o a los partidos nacionalistas europeos.De hecho, quizá la forma más correcta de definir a Breivik es resucitando el significado verdadero de un término muy abusado: "de derecha". Breivik ha elegido responder a la amenaza que percibe en Europa, que es sin dudas el Islam, con un remedio neo-medieval. En su ensayo, Breivik postula que la forma óptima de organización política en Europa debe estar basada en la monarquía, y no en repúblicas:"The king or queen of a country is more democratic than a president ever could be because he or she represents all citizens." (el original no es de Breivik).El noruego está a favor de la fusión de todas las iglesias bajo el Papa nuevamente, aún siendo él mismo luterano (no practicante, a diferencia de lo que sugieren los medios). La nueva mega-Iglesia tendría un monopolio público de la religión, así como acceso privilegiado a los contenidos de la educación y los medios. Su visión de una sociedad conservadora es esta: "Ladies should be wives and homemakers, not cops or soldiers (…) Children should not be born out of wedlock. Glorification of homosexuality should be shunned."Aunque Breivik dedica literalmente cientos de páginas a textos sobre la historia de la violencia islámica contra Europa (y también sobre el caso opuesto), en ningún momento menciona los más de mil años de calamidades, miseria y sufrimiento humano que fueron consecuencia directa del sistema medieval-monárquico-eclesiástico.El principal objetivo de Breivik y sus "templarios" es la erradicación de la presencia del Islam en Europa a través de tres modalidades. La primera es la conversión al cristianismo (incluyendo como variable su creación intelectual más débil, los cristianismos "agnóstico" y "ateo"). Esta vía tiene clarísimos componentes anti-liberales y anti-democráticos, ya que los musulmanes conversos deberían renunciar a sus nombres, idiomas, vínculos con sus países de origen (incluso por vía electrónica) y otras cuestiones básicas. Para Breivik, incluso será necesario que "All traces of Islamic culture in Europe will be eradicated, even locations considered historical" – algo por definición poco "conservador".Además, Breivik no tiene ilusiones sobre el "liberalismo islámico": "to take the violence out of Islam would require it to jettison two things: the Quran as the word of Allah and Muhammad as Allah's prophet. In other words, to pacify Islam would require its transformation into something that it is not."La segunda modalidad de erradicación del Islam es la limpieza cultural, que consistiría de deportaciones o expulsiones (Breivik menciona muchos modelos, incluyendo las gigantescas ordenadas por Stalin). La última es la exterminación.Es en referencia a esto último que Breivik dedica un pasaje a discutir a Adolf Hitler y el nacionalsocialismo. El autor se aleja de estos claramente, aunque por razones muy diferentes de las del ciudadano común. Su explicación es que la "causa" nacionalsocialista y el liderazgo de Hitler destruyeron a los nacionalismos europeos por más de un siglo (es decir, hasta bien entrado el siglo XXI), porque optaron directamente por el camino de la exterminación. El resultado fue una guerra que terminó en derrota, y la entrega del continente al bolchevismo y uno de sus herederos, la socialdemocracia multicultural.Esto explica una de las principales diferencias entre Breivik y el movimiento neo-nacionalsocialista es su posición respecto a Israel y los judíos. El terrorista noruego interpreta al estado israelí como un modelo a seguir de "reunión nacional" étnica, y simpatiza enormemente con su lucha anti-jihad. Ergo, para Breivik se trata de un aliado ante un enemigo en común. El mismo principio aplica Breivik, quien se define como anti-racista, a las alianzas que propone con asiáticos orientales, hindúes y otros con tal de luchar contra el Islam.A quien sí defiende Breivik abiertamente es a Slobodan Milosevic. De hecho, el noruego argumenta que fueron los ataques de la OTAN a la Serbia de ese dictador genocida lo que primero despertó su instinto conservador. Esa podría ser una pista significativa para entender el rompecabezas ideológico del agresor, ya que las dos intervenciones internacionales en Yugoslavia ocurrieron antes del Once de septiembre, que es el gran disparador de la actual preocupación por la jihad entre muchos occidentales.En la visión de Breivik, quizá el sistema de organización social ideal sería elapartheid, pero a diferencia del caso de Sudáfrica, no dentro de un país. Para él, los judíos deberían haber sido expulsados de Europa en los 1930s; ahora deberían ser expulsados los musulmanes. El autor incluso menciona los casos de países de Asia Oriental del presente, como Corea del Sur y Japón, como ejemplos de naciones étnicamente homogéneas y prósperas. Evidentemente, Breivik es una persona que piensa en términos profundamente colectivistas. No hay derechos individuales para las personas que no forman parte de su grupo. Esta forma de concebir el mundo, sumada a la forma en que Breivik se presenta como líder de un movimiento ideológico violento, lo hacen similar a figuras como Lenin, Hitler, Mao, el Che Guevara u Osama bin Laden.De hecho, como todo pretendiente a líder carismático, Breivik incluye en su manifiesto instrucciones para tener preparadas fotografías en las que el atacante se "vea bien", pensando en el momento en el cual su rostro sea visto por el mundo – tal como está ocurriendo ahora. Así se lo propuso Breivik: "As a Justiciar Knight you will go into history as one of the most influential individuals of your time. So you need to look your absolute best and ensure that you produce quality marketing material prior to operation." El texto incluso recomienda utilizar una cama solar y aplicarse maquillaje antes de tomarse las fotografías.El aspecto más sorprendente del planteo de Breivik es el blanco que escogió para su ataque. Al leer el inmenso manifiesto y contrastarlo con los hechos de los días pasados, es inevitable quedarse con la sensación de que fue todo una excusa para perpetrar un acto de extrema violencia contra jóvenes inocentes (y desarmados, por supuesto). El manifiesto incluso lo admite con una subsección entera: "The cruel nature of our operations". Breivik explica que aunque el enemigo objetivo es el Islam en Europa, el objetivo inmediato son los europeos que han trabajado durante cerca de medio siglo para que exista esa presencia islámica en la región.Estos son, para el noruego, los multiculturalistas, marxistas y demás miembros de una suerte de élite europea. De hecho, su objetivo explícito es que para el año 2020 ocurran golpes de estado en diversos países de Europa occidental (junto con la abolición de la Unión Europea), de modo de instalar regímenes conservadores que trabajen para la eliminación simultánea del marxismo multicultural y del Islam.Estas élites y su "political correctness" son las responsables, para Breivik, de que no se puedan discutir abiertamente cuestiones que preocupan a un nacionalista conservador como él. La principal de ellas es la presencia de musulmanes en Europa. La sección tres del manifiesto es fundamental, porque tras más de 750 páginas de "diagnóstico" sobre el estado actual de Europa, el autor quiebra con todos los demás que citó y anuncia su alejamiento de la vía pacífica. Por ejemplo, en la página 791 aparece, como un subtítulo más, un anuncio importante: "Why armed resistance against the cultural Marxist/multiculturalist regimes of Western Europe is the only rational approach".De hecho, en esa sección hay varias páginas dedicadas a enunciar los cargos legales que se le imputan a multiplicidad de líderes europeos. Como parte de su gigantesca acusación contra el sistema político-social europeo de posguerra, Breivik incluso ofrece cálculos específicos de las cantidades de europeos cuyos derechos han sido violados de diversas maneras por los efectos de esas políticos, que van desde la violación y el asesinato hasta los despidos de personas. Todos se imputan, en conjunto y criminalmente, a estas "élites" cuya muerte se anuncia poco a poco.En lugar de estas personas aparecerá, en palabras de Breivik, un "cultural conservative tribunal" en cada país que implemente un nuevo régimen político. Como parte de esta iniciativa, aparecen mencionadas casualmente algunas medidas atroces: "All Muslims are to be immediately deported to their country of origin. Each family (family head) will receive 25 000 Euro providing they accept the deportation terms. Anyone who violently resists deportation will be executed". Breivik también prevé compensaciones financieras para los sujetos que fueron "víctimas intelectuales" del sistema previo, así como específicamente para los ciudadanos de Serbia por el bombardeo de OTAN. También incluye los parámetros de su propia "ley de medios", por utilizar un desafortunado término rioplatense, que implica la imposición de cuotas de periodistas e intelectuales "conservadores" y nacionalistas en diversas organizaciones mediáticas.El método que ha elegido Breivik, conscientemente sin duda, es similar al viejo anarquismo de la propaganda por el hecho, que consiste de atacantes solitarios que cometen actos espectaculares de demostración e inspiración ideológica. El noruego llama a su campaña de violencia "A Declaration of pre-emptive War" contra sus dos enemigos. Breivik indica claramente que aquellos que existan como él actualmente en Europa son pocos pero que están en aumento; su ataque está pensado para encender la chispa de la conmoción en la región, lo cual incluiría también la aparición de más adeptos. Tácticamente, el ataque del pasado viernes 22 de julio en Noruega es definido por su autor como "military shock attacks by clandestine cell systems".Hay más pasajes que directamente preanuncian el ataque que Breivik escogió lanzar: "consider making use of a remote detonation, (…) to attract attention to one location. Ensure that the enemy forces are heading for this location. By then, you will be on the opposite side of town and in the middle of the process of finishing your primary goal." El blanco se vuelve cada vez más específico: el primero de la lista que hay en el manifiesto es "political parties - cultural Marxist/multiculturalist political parties."En el apartado correspondiente a este tipo de organización, el primer país detallado es Noruega, y el primer partido que aparece ahí es el "Norwegian Labour Party". Más adelante, nuevamente en primer lugar entre una lista de blancos, dice que un blanco primario es: "the annual party meeting of the socialist/social democrat party in your country."Curiosamente, aunque Breivik propone algunas formas de organización colectiva (como la neo-templaria), sus instrucciones para los actos de terrorismo son estrictas respecto a que las células deben ser individuales. Es por eso que Breivik el terrorista pasó desapercibido, a juzgar por la información disponible, incluso en los círculos nacionalistas no violentos.De los nueve miembros que supuestamente asistieron en 2002 a la reunión fundacional en Londres de la organización neo-templaria (todos anónimos), cuatro son descritos como "cristiano ateo" o "cristiano agnóstico". El propio Breivik está muy indeciso respecto a su religión: "I'm not going to pretend I'm a very religious person as that would be a lie (…) I consider myself to be 100% Christian (…) I'm not an excessively religious man". Sería interesante saber qué opinaría Hugues de Payens, fundador de la orden original, respecto a esta falta de disciplina teológica (que en realidad es una ausencia total). Son sin ninguna duda los nombres de estos nueve miembros iniciales, y de otros, lo que más están buscando los servicios de inteligencia de varios estados europeos.La visión del mundo de Breivik está claramente influenciada por el pensamiento colectivista, y su propia obra parece aproximarse a un sistema de pensamiento que podría llamarse ideológico. Es por eso que es posible concluir que no se trata de un lunático desequilibrado que pertenece a un manicomio. Es peor que eso: una persona que en todo momento supo lo que hacía, que se preparó durante años para hacerlo, y que desplegó un alto nivel de meticulosidad para lograrlo. Hasta el efecto de su ataque está pensado desde hace años: "The art of asymmetrical warfare is less about inflicting immediate damage but all about the indirect long term psychological and ideological damage. Our shock attacks are theatre and theatre is always performed for an audience".Las descripciones más personales de Breivik son reveladoras del grado de control que tenía sobre sí mismo: "I have managed to stay focused and highly motivated for a duration of more than 9 years now (…) I have never been happier than I am today (…) I do a mental check almost every day through meditation and philosophizing (…) I simulate various future scenarios relating to resistance efforts, confrontations with police, future interrogation scenarios, future court appearances, future media interviews etc".El objetivo de Breivik es la fundación de una nueva cadena de nacionalismos post-nazis en Europa, y es importante que ese proyecto fracase. El autor concibió un "100 year plan to contribute to seize political power in Western European countries currently controlled by anti-nationalists" (de ahí el título de su manifiesto: 2083). En sus planes más delirantes hacia el futuro, Breivik menciona todo tipo de planes, desde el robo y la detonación de armas nucleares en las capitales europeas hasta la colaboración con Al-Qaeda, el gobierno de Irán, y otros terroristas islámicos.Como se dijo anteriormente, el manifiesto es increíblemente largo y contiene todo tipo de cosas. Hay discusiones muy detalladas sobre la niñez ("My best friend for many years, a Muslim"), adolescencia (incluyendo encuentros con pandillas pakistaníes y un pasado como "graffiti artist") y juventud del autor, con descripciones (con nombres) de sus amigos y hasta las vidas sexuales de sus familiares más cercanos. Hay planes para la importación de inmigrantes en la era "post-islámica" de Europa, con detalles sobre los horarios, la compensación, las localidades y más. Breivik tiene hasta pensado cuál será el nuevo himno de Europa. También explica que él no fue el fundador de la organización neo-templaria, sino el octavo miembro (algo que recuerda a la historia de Adolf Hitler y su ingreso al NSDAP), y que a través de ella conoció a un criminal de guerra serbio en Liberia. Su mentor fue un inglés, fundador de la organización y sin duda un importantísimo blanco para la inteligencia doméstica británica en este mismo momento.Actualmente el "caso Breivik" se encuentra en una etapa que el propio terrorista ya tiene planeada desde hace años: "Your arrest will mark the initiation of the propaganda phase. Your trial offers you a stage to the world (…) A Justiciar Knight is not only a valorous resistance fighter, a one man army; he is a one man marketing agency as well". El terrorista está muy consciente de la opinión que el mundo se ha formado sobre él, y ya ha recorrido mentalmente el camino para superar el ostracismo de su causa: "It might sound completely ridiculous and funny to most people today. But by presenting the following accusations and demands in all seriousness we are indirectly conditioning everyone listening for the conflicts and scenarios ahead. They will laugh today, but in the back of their minds, they have an ounce of fear, respect and admiration for our cause and the alternative and authority we represent".Breivik no es un criminal o incluso un terrorista común. Es una figura nefasta con una ideología totalmente nueva. Es muy importante conocer los términos ideológicos y metodológicos en los que operó, porque existe una preocupante posibilidad de que haya otros como él en el futuro.*Licenciado en Estudios Internacionales - Universidad ORT Uruguay Candidato al Master of Arts in Security Studies - Georgetown University
Las críticasEn el marco de este derrotero por el que ha pasado la tesis de la Paz Democrática, se han montado diversos ángulos de críticas hacia la misma. Una primera vertiente destaca la implausibilidad de las explicaciones que intentan dar cuenta de la supuesta "ley". Así por ejemplo se ha señalado que en momentos de crisis aún en las democracias se produce una reducción del tamaño en el círculo decisor final. O que los dirigentes de los estados no democráticos también enfrentan condicionamientos de índole institucional o por parte de grupos de poder a los que están vinculados. O, incluso, que la opinión pública no es necesariamente una fuerza pacificadora. Asimismo, una crítica de índole realista se refiere a la escasez histórica de democracias que se traduce en pocas oportunidades de conflicto (Peñas, 1997: 133).Otro ángulo ha sido la existencia de serios problemas en la recolección y clasificación de los datos que sustentan la tesis. Su génesis yace en buena medida en la definición de los dos conceptos centrales detrás de la idea de la Paz Democrática: la democracia y la guerra. Sobre el concepto de "democracia" se advierten importantes diferencias en los criterios constitutivos del mismo. ¿Qué es una democracia? ¿Qué rasgos la definen? ¿Cuál es su condición? ¿Son éstas frágiles? Además, existen discrepancias entre las bases de datos y/o bien calificaciones bastante arbitrarias como por ejemplo la consideración en la basePolity II de Francia entre los años 1981 y 1986 como una "anocracia", mientras que El Salvador de la misma época, enfrascado en una cruenta guerra civil sí figuraba como "democracia".En cuanto a las guerras, el criterio de selección de datos más aceptado fue el implementado por Small y Singer que consiste en catalogar como guerra internacional a un conflicto que involucra uno o más participantes estatales y que provoca un mínimo de mil víctimas. Esto excluye intervenciones violentas que causan menos víctimas, pero no por ello políticamente menos significativas o bien las operaciones encubiertas (Salomón, 2001: 247). Tampoco ésta conceptualización da cuenta de las tendencias más modernas en los conflictos internacionales, entre las que se destaca la caída relativa de las disputas interestatales frente a las intraestatales ). En definitiva, "[lo] que caracteriza a nuestros días no es la desaparición de la violencia del sistema internacional ni la ausencia del recurso a la fuerza por parte de los Estados, sino la disminución del número de guerras formalmente declaradas y el aumento de guerras de guerrillas, guerras a través de terceros, subversión interior de los Estados instigada por otros Estados, acciones encubiertas, etc., menos costosas y que no necesitan ser justificadas, por lo menos tanto como una declaración formal de guerra" (Peñas, 1997: 135). Asimismo, los estudios cuantitativos en general han olvidado distinguir entre agresores y agredidos, o también la medición de la intensidad de la guerra (determinar si las democracias causan más muertes que otros Estados). La tesis de la Paz Democrática a su vez no ha logrado dar respuesta a ciertas anomalías que denotan la existencia de variables perturbadoras. Una anomalía es la existencia de zonas de paz en regiones del mundo donde no todas las sociedades son democráticas, como es el caso de América del Sur. Otra es que la correlación entre paz y democracia es más fuerte en el período posterior a la Segunda Guerra Mundial (Farber y Gowa, 1995). Este tipo de anomalías ha llevado a que explicaciones alternativas cobren fuerza. Entre estas, la más destacada es la teoría de Comunidades de Seguridad Pluralistas de Karl Deutsch (1957) que refiere a zonas donde sus miembros tienen la certeza de que sus disputas no se resolverán por medio de la fuerza. También se advierten reajustes y matizaciones de la tesis que debilitan su poder. Un ejemplo es la afirmación de Raymond Cohen (1994) de que la única conclusión razonables es que "los Estados democráticos del área del Atlántico Norte/Europa occidental, compartiendo una serie de circunstancias históricas particulares y una herencia cultural común, han evitado enfrentarse en una guerra" (en Peñas, 1997: 134). Asimismo, es posible encontrar evidencia en contra. Es el caso de la investigación de Charles Kegley y Margaret Hermann (1996) que arroja el interesante resultado de quince casos de intervención militar con uso de la fuerza, entre 1975 y 1995, por parte de democracias estables contra otras democracias estables, de las cuales ocho de ellas correspondían a intervenciones estadounidenses. Más recientemente, Thomas Schwartz y Kiron Skinner (2002: 160-161) identificaron un listado de conflictos que contrarían la tesis o están muy próximos a hacerlo y que hacen a lo que ellos llaman el "problema histórico" de la Paz Democrática:American Revolutionary War, 1775 (Great Britain vs. U.S.)Wars of French Revolution (democratic period), esp. 1793, 1795 (France vs. Great Britain)Quasi War, 1798 (U.S. vs. France)War of 1812 (U.S. vs. Great Britain)Texas War of Independence, 1835 (Texas vs. Mexico)Mexican War, 1846 (U.S. vs. Mexico)Roman Republic vs. France, 1849American Civil War, 1861 (Northern Union vs. Southern Confederacy)Ecuador-Columbia War, 1863Franco-Prussian War, 1870War of the Pacific, 1879 (Chile vs. Peru and Bolivia)Indian Wars, much of nineteenth century (U.S. vs. various Indian nations)Spanish-American War, 1898Boer War, 1899 (Great Britain vs. Transvaal and Orange Free State)World War I, 1914 (Germany vs. Great Britain, France, Italy, Belgium, and U.S.)Chaco War, 1932 (Paraguay vs. Bolivia)Ecuador-Peru, 1941Palestine War, 1948 (Israel vs. Lebanon)Dominican Invasion, 1967 (U.S. vs. Dominican Republic)Cyprus Invasion, 1974 (Turkey vs. Cyprus)Ecuador-Peru, 1981Nagorno-Karabakh, 1989 (Armenia vs. Azerbaijan)Yugoslav Wars, 1991 (Serbia and Bosnian-Serb Republic vs. Croatiaand Bosnia; sometimes Croatia vs. Bosnia)Georgia-Ossetia, 1991 (Georgia vs. South Ossetia)Georgia-Abkhazia, 1992 (Georgia vs. Abkhazia and allegedly Russia)Moldova-Dnestr Republic, 1992 (Moldova vs. Dnestr Republic and allegedly Russia)Chechen War of Independence, 1994 (Russia vs. Chechnya)Ecuador-Peru, 1995NATO-Yugoslavia, 1999India-Pakistan, 1999 Como se advierte, la teoría de la Paz Democrática se enfrenta a problemas tanto de índole empírica como de índole explicativa. Frente a este tipo de críticas, las reacciones se han dividido entre las defensivas (Maoz, 1997), las que han ignorado los hallazgos, las que han empezado a considerar otros factores (Russett, 1998) y las que se han dedicado a verificar su validez mediante estudios de casos (Elman, 1997). En definitiva, el debate ha sido prolífico y entre una de sus evoluciones más interesantes es la que ha recomendado evitar "las dicotomías simplistas y estudiar el mayor número posible de interacciones entre factores de conflicto internos e internacionales" (Salomón, 2001: 253).La materialización política de la Paz DemocráticaEn el contexto del "optimismo liberal" despertado por el colapso soviético y el fin de la guerra fría, la tesis de la Paz Democrática suscitó gran entusiasmo, sobre todo entre aquellos estudiosos de las Relaciones Internacionales que ansiaban acabar con la hegemonía retórica del realismo-neorrealismo en la disciplina. Como señala Peñas (1997: 130), "la gran virtud de esta tesis (…) es que en su discurso disuelve o reconcilia la escisión entre principios e intereses: una política de extensión de las democracias de libre mercado es a la vez una política éticamente justa y políticamente adecuada". Por tanto, el corolario político de la tesis de la Paz Democrática no es otro que la presunción de que el imperio de la paz y la cooperación internacionales requieren de la democratización de los Estados en el Sistema Internacional. Esto ha dado lugar al plano prescriptivo de los teóricos de la Paz Democrática. El más destacado en este sentido ha sido Russett al recomendar al gobierno en Washington la activa promoción democrática en base a las "pruebas sólidas de que las democracias no se hacen la guerra entre sí". Su propuesta se cuida de no alentar intervenciones militares unilaterales, sino apoyadas y legitimadas por organizaciones como la ONU o la OEA; y sus preceptos, en efecto, se materializaron durante la administración Clinton en la estrategia de Engagement y Enlargement ("compromiso y expansión"), en la que primacía global estadounidense, democracia y libre mercado caminaron de la mano.Pero lejos está de ser la Paz Democrática algo reciente o coyuntural en el discurso de política exterior de Estados Unidos. John Ikenberry sostiene que "[the] American preoccupation with promoting democracy abroad fits into a larger view about the sources of a stable, legitimate, secure, and prosperous international order. This outlook may not always be the chief guiding principle of policy, and it may sometimes lead to error. Still, it is a relatively coherent orientation rooted in the American political experience and American understandings of history, economics, and the sources of political stability" (Ikenberry, 1999). Sus orígenes políticos se remontan, claro es, a Woodrow Wilson quien en 1917 señaló: "A steadfast concert of peace can never be maintained except by a partnership of democratic nations. No autocratic government could be trusted to keep faith within it or observe its covenants". De acuerdo con el análisis de Henry Kissinger (1995), Wilson retomó postulados ya volcados en su momento por Thomas Jefferson, a saber: a) que la misión especial de Estados Unidos trasciende la diplomacia cotidiana, y los obliga a servir como faro de libertad para el resto de la humanidad, y b) que la política exterior de las democracias es moralmente superior porque el pueblo es, en esencia, amante de la paz. Esta misma línea de argumentación fue bien visible en la prédica de Harry Truman sobre las naciones libres, en la visión maníquea del "Imperio del Mal" de Ronald Reagan y, además del mencionado Clinton, más recientemente en las administraciones Bush (h) y Obama, como puede verse en los siguientes extractos obtenidos de distintos documentos estratégicos. Estamos en presencia por tanto de una constante de política exterior estadounidense.A National Security Strategy for a New Century, October 1998."…We seek international support in helping strengthen democratic and free market institutions and norms in countries making the transition from closed to open societies. This commitment to see freedom and respect for human rights take hold is not only just, but pragmatic, for strengthened democratic institutions benefit the United States and the world" (p. 33).The National Security Strategy of the United States of America, September 2002."…We will (…) use our foreign aid to promote freedom and support those who struggle non-violently for it, ensuring that nations moving toward democracy are rewarded for the steps they take (…) [and we will] make freedom and the development of democratic institutions key themes in our bilateral relations, seeking solidarity andcooperation from other democracies while we press governments that deny human rights to move toward a better future" (p. 4).National Security Strategy, May 2010."… The United States supports the expansion of democracy and human rights abroad because governments that respect these values are more just, peaceful, and legitimate. We also do so because their success abroad fosters an environment that supports America's national interests. Political systems that protect universal rights are ultimately more stable, successful, and secure. As our history shows, the United States can more effectively forge consensus to tackle shared challenges when working with governments that reflect the will and respect the rights of their people, rather than just the narrow interests of those in power" (p. 37).Esta prédica democrática, sin embargo, pareciera marchar a contramano de ciertas realidades. Señala Peñas, "la historia demuestra que las islas liberales no sólo han hecho la guerra por doquier, sino que además han sido responsables de un alto grado de militarización del mundo y han contribuido significativamente a la militarización y los conflictos entre los Estados no democráticos: esta militarización podría poner en peligro la paz democrática que el liberalismo propugna" (Peñas, 1997: 136). Estados Unidos, una de las democracias más importantes a nivel mundial (sino la más), posee en particular una historia reciente de retroalimentación entre militarización y conflictividad en el Tercer Mundo. Vale recordar, cómo a través de la CIA, Washington ayudó armar a la red al-Qaeda para combatir a la ocupación soviética de Afganistán en la década del '80, lo que a la postre generó una guerra civil en dicho país y el surgimiento de un importante enemigo en la figura de Osama Bin Laden, o bien el apoyo a Saddam Hussein durante la guerra irano-iraquí por aquellos mismos años en coexistencia casi paradojal con la venta encubierta de armamento a Irán —destinada a su vez a financiar la guerra sucia de los Contras nicaragüenses contra el gobierno revolucionario sandinista. La invasión a Iraq en marzo de 2003 y el posterior caos del país, también constituye un buen ejemplo del fracaso y los peligros que conlleva la aplicación de una retórica democrático-mesiánica a través de la manu militari.Ciertamente, el repaso de estos eventos despierta temores si se contempla el actual caso de Libia. Allí, la intervención bajo autorización del Consejo de Seguridad de Naciones Unidas para frenar la crisis humanitaria en curso en el país, por iniciativa de Francia, Estados Unidos, Italia, Gran Bretaña y España (todas democracias), se ha convertido en una operación liderada por la OTAN, donde se está financiando y proveyendo a las fuerzas insurgentes opositoras a Kadafy y en la que el objetivo del cambio de régimen parece cada vez más claro (van Tijen, 2011). A pesar del importante despliegue de poder aéreo y naval, la balanza del conflicto parece no sólo equilibrada sino estancada, contrariando las expectativas iniciales de los mandos políticos y militares occidentales, lo que a su vez augura una potencial inestabilidad en el corto y mediano plazo para todo el Magreb. ¿Es esta la clase de escenario regional que desea la comunidad internacional? ¿Es esto lo que pretenden las principales democracias occidentales? Difícilmente.Resulta por tanto un desafío tan grande como imperioso el lograr romper con la trampa entre democracia, militarización y conflictividad en aumento. Más aún si se advierten datos tan desalentadores como el tamaño del gasto militar de Estados Unidos, el cual eclipsa el gasto correspondiente al resto de las potencias y regiones del planeta.Tal contrariedad entre discurso pacífico-democrático y los hechos, en parte, se explica porque el objetivo estadounidense de la difusión de la democracia liberal a nivel mundial no es el único que compone su política exterior. Existen otros intereses (de seguridad, económicos, poder, etc.) y los medios para conseguirlos no siempre son pacíficos, ni justificables. Desde la Segunda Guerra Mundial, la política exterior estadounidense ha oscilado entre métodos como la negociación, disuasión, unilateralismo y multilateralismo (Barceló Sasía, 2006: 64). En este marco, por momentos el discurso político de la Paz Democrática ha generado la impresión de actuar más como una mera justificación retórica, como un auxilio para encubrir ideológicamente motivaciones de otro orden, antes que como el verdadero leit motif de las acciones emprendidas.Reflexión finalEn definitiva, la Paz Democrática, la idea de que las democracias no guerrean entre sí, cuyo corolario nos dice que la construcción de estados democráticos promueve la estabilidad en las relaciones internacionales, resulta una sugestiva noción desprendida del Liberalismo cuya corroboración científica, a pesar de las frases pomposas que puedan emitirse sobre su certeza y fiabilidad, se encuentra aún en juego. Siendo una tesis por demás atractiva, defendida y cuestionada en el mundo académico, resulta aún más trascendente su estudio dada su cristalización fáctica como supuesto criterio guía en el comportamiento exterior de los Estados democráticos más poderosos a nivel internacional. Los dilemas que ello entraña no son menores, como los intentos recientes y actuales de "democratizar" Medio Oriente y el Mundo Árabe nos recuerdan. Dobles discursos —morales de doble-standard de acuerdo con la célebre crítica de Stanley Hoffman— parecen conjugar anhelos democráticos con intereses geopolíticos y/o geoeconómicos, o más bien encubrir estos últimos bajo el manto de los primeros. En el medio, se resuelven y dirimen en el tablero mundial las corrientes de cambio pacífico o revolucionario, de progreso democrático o de restauración autocrática, las viejas lógicas de poder, de conquista y de influencia, la estabilidad internacional, el porvenir de la guerra y las sombras de la paz. *Candidato doctoral, Universidad Nacional de General San Martín (UNSAM, Argentina). 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Un viejo proverbio chino señala que "la puerta mejor cerrada es aquella que puede dejarse abierta". Efectivamente la transformación de China durante la segunda mitad del siglo XX grafica este dicho. De manera impensada para muchos, luego de casi tres décadas de férreo control estatal sobre la economía bajo el liderazgo de Mao Zedong, la dirigencia china que lo sucedió en el poder decidió hacia fines de los setenta "abrir una puerta bien cerrada" y emprender un ambicioso proceso de modernización, liberalización y apertura económica. De la mano de Zhou Enlai primero y Deng Xiaoping después, el Estado chino se embarcó en la tarea de modernizar dentro del país su sector agrícola, su estructura productiva, la ciencia y tecnología y la defensa nacional. El interés central detrás de esta transformación radicaba en acortar la brecha de desarrollo existente con los países más avanzados, situación que se reflejaba en el éxito económico de "vecinos" como Japón, Corea del Sur, Taiwán y Hong Kong. Para Deng, China sólo podría convertirse en una gran potencia a través de una política sistemática de modernización, con énfasis en el desarrollo económico y manteniendo la estructura de control político del Partido Comunista (Wilhelmy y Soto, 2005: 52). El desafío a superar consistía en dejar atrás una empobrecida, cerrada y estancada economía planificada y avanzar en la configuración de una economía competitiva. En la opinión del periodista Li Datong (2009), la política de reformas contó a grandes rasgos con dos etapas bien claras. En la primera, que se extendió de 1978 a 1989, el ímpetu de cambio fue puesto en la reducción de la pobreza rural y urbana. En la segunda, iniciada en 1992 con el famoso viaje de Deng al sur del país y culminada en el 2001 con el ingreso de China a la Organización Mundial de Comercio, el gobierno en estrecha alianza con sectores empresariales concentró esfuerzos en impulsar el crecimiento económico.Las principales medidas adoptadas consistieron en: la descolectivización de la agricultura y la autorización del uso privado de las tierras comunales (household responsibility system); el levantamiento de la prohibición para realizar actividades empresariales de índole privada; la apertura por primera vez desde la Revolución de 1948 al ingreso de capitales extranjeros; la creación de zonas económicas especiales y de apertura (existen actualmente una veintena, entre ciudades, provincias y áreas costeras); la privatización de numerosas empresas (a excepción de algunos grandes monopolios vinculados a energía y al sistema bancario); la descentralización del control estatal nacional hacia los gobiernos provinciales; la reducción general de aranceles y barreras comerciales; y el reconocimiento legal en 2005 de la propiedad privada.Estas reformas hicieron posible el denominado "milagro chino", la gran performance económica desatada a partir de 1978. Entre aquel año y el 2006 China mantuvo un promedio anual de crecimiento del 9,7%, tendencia que sólo se interrumpió tras los incidentes de la Plaza de Tiananmen en 1989 y que apenas se redujo en 1997 y 1998 durante la dura crisis asiática (Zhao, 2006: 3). Asimismo, mientras en los objetivos iniciales se esperaba cuadruplicar el PIB para comienzos del siglo XX, el desempeño real arrojó un impresionante crecimiento de trece veces del PIB de 1978 hacia el año 2006. En materia comercial, su comercio exterior se ha quintuplicado en los últimos diez años, mientras que su participación en el comercio mundial en ese mismo período se ha más que duplicado, llegando en 2007 al 9% de las exportaciones y al 6,8% de las importaciones globales. Además, China incrementó su penetración en los mercados de las economías desarrolladas y simultáneamente se transformó en un importante destino de exportación, especialmente para las economías de la región asiática, convirtiéndose en un nuevo eje del comercio mundial –segundo exportador y tercer importador en 2007–, disputando así el papel de Estados Unidos, la Unión Europea y Japón (D'Elía et al., 2008: 67-8). Una de las principales fuentes de esta expansión comercial ha sido el creciente emplazamiento de firmas extranjeras en el país, las que se valen de los bajos costos de producción para sus operaciones. La participación de dichas firmas en las exportaciones chinas aumentó del 10% en 1990 a casi un 60% en 2004 (Blonigen y Ma, 2010: 475). Este fenómeno denominado "processing trade"explica que China se haya convertido en el principal receptor entre los países en desarrollo de inversión extranjera directa por primera vez en 1993 y uno de los tres primeros a nivel mundial entre 2003 y 2005 (Cheng y Ma, 2010: 545). Conjuntamente, el doble éxito comercial y en atracción de capitales apuntaló también las reservas internacionales. Mientras que en 1992 se registraron reservas por 19 mil millones de dólares, equivalente a un 4% del PIB, tan sólo quince años después éstas alcanzaron 1,4 billones, correspondiente al 50% del PIB (Truman, 2008: 169).A nivel doméstico, la principal transformación ha consistido en el establecimiento gradual de una "economía de mercado socialista". Su avance se evidencia en que hacia 1979 la totalidad de las industrias eran estatales o "colectivas" y el Estado controlaba los precios del 97% de los productos en circulación, mientras que hacia fines de la década de los noventa, menos del 30% de las empresas seguían siendo estatales y las fuerzas del mercado fijaban ya el 97% de los precios. Desde el 2001 estos márgenes se han mantenido mayormente constantes. Pero este ascenso económico posee una contracara de obstáculos, desafíos y debilidades bien marcados que pondrán a prueba la potencialidad de crecimiento a futuro. Por un lado, China es todavía un país pobre en términos de su ingreso per capita, estimado en aproximadamente U$S 3.000 anuales, lo que equivale sólo al 10% de los ingresos registrados en Estados Unidos y Europa. Este bajo registro se conjuga con una mayor desigualdad y una aguda concentración de los ingresos, siendo el 90% de la riqueza acaparada por el 1% más rico de la población (Datong, 2009). La razón detrás de éste pasivo social yace en las privatizaciones, la liberalización y el marcado contraste entre el interior del país y las más dinámicas zonas costeras e industriales —el 57% del PIB se produce en el este de China, un 26% en la región central y apenas el 17% en el oeste (D´Elía et al., 2008: 69). Consecuentemente, ello explica que el crecimiento de la economía esté principalmente impulsado por las exportaciones y la inversión más que por el consumo doméstico. Por el otro lado, los problemas ambientales se han vuelto verdaderamente acuciantes de la mano de este crecimiento. China ha reemplazado recientemente a los Estados Unidos como principal emisor mundial de gases de efecto invernadero. A causa del creciente parque automotriz, las industrias contaminantes y las numerosas plantas procesadoras de carbón, la calidad del aire se ha deteriorado en las principales ciudades. Así, por ejemplo, la concentración de partículas tóxicas inhalables en Beijing en el año 2008 superó en un 80% el estándar tolerable fijado por la Organización Mundial de la Salud (Jacobs, 2010). En las zonas rurales, la masificación del uso de fertilizantes y agrotóxicos para apuntalar la productividad de la agricultura ha contaminado buena parte de las cuencas hídricas.En el plano de los desafíos, debe sumarse que China no es una democracia. El sistema de gobierno es esencialmente autoritario, regido por actores que se imponen en contiendas intrapartidistas y burocráticas libradas a puertas cerradas en Beijing (Wilhelmy y Soto, 2005: 53). Lejos de ser China una "sociedad armónica", se han registrado al compás de las transformaciones importantes conflictos sociales con base en diferentes reclamos: mayor democratización, mejores condiciones de vida, reconocimiento de autonomía política en el caso del Tíbet, etc. Desde los años de Deng, la regla ha sido la aplicación de una política de "mano dura" para contener el disenso interno —como se evidenció en la plaza de Tiananmen en 1989. No obstante, este disenso ha ido en ascenso. En septiembre de 2003, Human Rights Watch informó que más de tres millones de personas se movilizaron en distintas protestas en sólo un mes y que, en más de cien casos a lo largo del país, los reclamos escalaron en violentos choques con las fuerzas de seguridad locales y la destrucción de edificios gubernamentales (Becker, 2006: 169). Por tanto, resta ver cómo el sistema político logra adaptarse a las radicales modificaciones sociales en curso y da cabida a nuevos actores en la lucha por el poder. A pesar de estos desafíos por resolver, existe un fuerte consenso mundial sobre el actual proceso de ascenso de China al status de gran potencia. La célebre predicción de Napoleón —"Let China sleep, for when she wakes, she will shake the world"—, parece estar siendo confirmada (Kynge, 2006). En efecto, "China is reemerging as a major power after one hundred and fifty years of being a weak player on the world stage—a brief hiatus in China's long history", de acuerdo con Susan Shirk (2007: 4), máxima responsable en el Departamento de Estado de las relaciones con China durante la administración Clinton. Si se considera su situación estructural, una estimación reciente del poder comprehensivo de China comparada con las otras grandes potencias del sistema internacional arroja los siguientes resultados. Allí se advierte que China es la única potencia con un status fuerte de poder en cada una de las dimensiones contempladas y por tanto la principal competidora estratégica detrás de la superpotencia estadounidense. Pero el nuevo protagonismo chino también se percibe de una manera más dinámica. Crecientemente el país empieza a desempeñar roles críticos en distintos asuntos de interés mundial, desde la no proliferación hasta el cambio climático, además de ser materia de controversia en Occidente en asuntos relacionados con la pérdida de empleos, déficits comerciales y derechos humanos. En la última década, además, China ha combinado su dinamismo económico con políticas pragmáticas de seguridad y defensa y un fuerte activismo diplomático, gracias a lo cual ha empezado a establecer sólidas relaciones no sólo en toda Asia sino también en Europa, África y Sudamérica, aprovechando en buena medida los "espacios" generados por la focalización de los Estados Unidos en las guerras de Afganistán e Irak y la lucha contra el AlQaeda (Gill, 2007: 1).En el caso particular de América Latina, el carácter actual de los vínculos con China se remonta a la finalización de la Guerra Fría. Fue entonces cuando la desideologización de la política exterior del gigante asiático y el auge del proceso de globalización brindaron un marco propicio para una fuerte expansión económica de las relaciones sino-latinoamericanas (Cesarín, 2006: 52). Algunas cifras ilustran el fenómeno. Las exportaciones de América Latina y el Caribe a China aumentaron en forma súbita desde los US$1.500 millones en 1990, a los casi US$3.000 millones en 1995 y US$5.400 millones en 2000, para crecer posteriormente un 42% anual entre 2000 y 2004 hasta llegar a superar los US$21.000 millones en 2004. En 2003, los recursos primarios representaban el 45,5% de la canasta (Davy, 2008: 4). Por su parte, las exportaciones chinas a la región durante la década de los 90 crecieron más de cinco veces, logrando un superávit comercial global que perduró hasta el 2002. Sin embargo, con los países ricos en recursos naturales como Brasil, Argentina, Chile y Perú, la balanza mercantil resultó deficitaria para Beijing (Cheng, 2006).El interés chino en los países del subcontinente se ha vuelto desde entonces más claro: América Latina constituye un importante reservorio de materias primas, alimentos y recursos naturales necesarios para la prosecución de su crecimiento —no debe perderse de vista que China importa el 30% del petróleo que consume, el 45% del mineral de hierro, el 44% de otros metales no ferrosos y una proporción cada vez más alta de productos agrícolas. El patrón de intercambio comercial y de inversiones en los últimos años refleja dicho interés: minería y forestación (Perú y Chile), pesca, agroalimentos y petróleo (Argentina y Venezuela), mineral de hierro y acero (Brasil), producción de alimentos (Brasil, Chile, Argentina y Perú) y minería (Perú, Colombia, Chile). (Cesarín, 2006: 52-3.) En efecto, la relativa bonanza económica latinoamericana de comienzos de siglo —en parte— se debe a la fuerte demanda china de este tipo de bienes y commoditiesque traccionó al alza los precios internacionales. Para algunos, esto representa una importante oportunidad de optimizar los procesos subregionales de integración e impulsar cambios en las estructuras productivas nacionales mediante la participación inversora de firmas chinas (Cesarín, 2005: 3). Pero esta situación, en principio favorable, amerita una reflexión cautelosa en la medida en que "el auge de los commodities encubre los riesgos inherentes de depender de un sector volátil y en gran medida poco calificado para el sostenimiento de un crecimiento económico a largo plazo y la prosperidad" (Davy, 2008: 2). En este sentido, China ofrece a la región oportunidades pero también desafíos: detrás de los cantos de sirena, se esconde el peligro de un comercio asimétrico que conduzca a la reedición de lazos de dependencia y a una inserción internacional de América Latina subordinada a los dictados de una gran potencia distante. Precisamente, el profesor Julio Sevares (2007: 12) ve en la relación económica Latinoamérica-China no una relación Sur-Sur, sino más bien el clásico esquema comercial Norte-Sur y el patrón inversor de tipo extractivo británico del siglo XIX.Con respecto estrictamente al plano político-estratégico, dos cuestiones deben considerarse. La primera es que China resulta para muchos de los liderazgos latinoamericanos un simpático ejemplo de éxito en materia de reformas dado el importante rol estatal en la conducción de la transformación económica. Representa así un exitoso experimento, distinto de las propuestas neoliberales que fracasaron en América Latina (Cesarín, 2010: 8). Y la segunda, es que la irrupción de China en la región plantea interrogantes sobre la eventual reacción de los Estados Unidos ante un eventual socavamiento de influencia en su "patio trasero". Se trata de un escenario que desde comienzos del siglo XXI se sigue con atención en las usinas de pensamiento estratégico en Washington. Allí se distinguen al menos dos posiciones: una, la de los decisores estadounidenses más temerosos que entienden a la nueva presencia china en la región como la movida inicial de una ofensiva diplomática a gran escala de Beijing para desafiar a los Estados Unidos en su propio hemisferio; y la otra perspectiva, más benigna, que percibe los crecientes vínculos como una oportunidad antes que una amenaza y como una manifestación natural de las necesidades energéticas y de recursos del país asiático sin miras explícitas de choque con la superpotencia (Roett y Paz, 2008: 1). Esta última visión es la que acepta la idea del ascenso pacífico ("peaceful rise") que ha publicitado Hu Jintao. De acuerdo con Zheng Bijian, uno de sus principales ideólogos, "China no tiene la intención ni de desafiar ni de subvertir el orden internacional político y económico ya existente (…). No buscamos la hegemonía ni en el pasado, ni ahora, ni nunca jamás en el futuro cuando hayamos alcanzado el desarrollo. Hemos convertido ya en una premisa básica de nuestro Estado la de no pretender nunca la hegemonía" (Bijian, 2005).La reemergencia histórica de China debe por tanto discurrir a través de la integración a las reglas de juego internacionales, a través del multilateralismo, la resolución pacífica de las disputas y la tolerancia hacia el resto de las naciones. En última instancia, la evolución hacia un abierto desafío estratégico entre los Estados Unidos y China o hacia una convivencia respetuosa entre superpotencias, dependerá del factor que prime en la interacción mutua: un juego de suma cero producto de las transformaciones estructurales en el sistema político internacional, o bien un juego de suma positiva resultado de intereses y percepciones convergentes.(1) El presente artículo es un fragmento de un capítulo de libro en elaboración sobre la inserción internacional de la Argentina entre el 2003-2007. *Candidato doctoral, Universidad Nacional General San Martín (UNSAM).Referencias bibliográficasBecker, Jasper (2006): Dragon Rising. An inside look at China today (Washington D.C.: National Geographic). Bijian, Zheng (2005): "Diez puntos de vista sobre el ascenso pacífico de China y sobre las relaciones entre China y Europa", Real Instituto Elcano, disponible en:«http://www.realinstitutoelcano.org/analisis/867/867_DiscursoZheng.pdf».Blonigen, Bruce A. y Alyson C. Ma (2010): "Please Pass the Catch-Up. The Relative Performance of Chinese and Foreign Firms in Chinese Exports", en Feenstra, Robert C. y Shang-Jin Wei: China's Growing Role in World Trade (Chicago and London: The University of Chicago Press).Cesarín, Sergio (2005): "Ejes y estrategias del desarrollo económico chino: enfoques para América Latina y el Caribe", en Cesarín, Sergio y Carlos Moneta: China y América Latina. Nuevos enfoques sobre cooperación y desarrollo. ¿Una segunda ruta de la seda? (Buenos Aires: BID-INTAL).Cesarín, Sergio (2006): "La relación sinolatinoamericana, entre la práctica política y la investigación académica", Nueva Sociedad, N° 203, Mayo/Junio, pp. 48-61.Cheng, Joseph Y. S. (2006): "Latin America in China's Contemporary Foreign Policy", Journal of Contemporary Asia, Vol. 36, No. 4, pp. 500-528.Cheng, Leonard K. y Zihui Ma (2010): "China's Outward Foreign Direct Investment", en Feenstra, Robert C. y Shang-Jin Wei: Op. Cit.Datong, Li (2009): "China's stalled transition", Open Democracy (February 19), disponible en «http://www.opendemocracy.net/article/chinas-stalled-reforms». Accedido 16/09/2010. Davy, Megan (2008): "¿Qué presagia el crecimiento de China para América Latina?",Panorama del Desarrollo Internacional del American Enterprise Institute, N° 2, julio.D´Elía, Carlos, Carlos Galperín y Néstor Stancanelli (2008): "El rol de China en el mundo y su relación con la Argentina", Revista del CEI, N° 13, pp. 67-89.Gill, Bates (2007): Rising Star. China's New Security Diplomacy (Washington D.C.: Brookings Institution Press).Jacobs, Andrews (2010): "In China, Pollution Worsens Despite New Efforts", The New York Times (July 28), disponible en «http://www.nytimes.com/2010/07/29/world/asia/29china.html?_r=1»(accedido 18/9/10). Kynge, James (2006): China Shakes the World: A Titan's Rise and Troubled Future - and the Challenge for America (New York: Houghton Mifflin Harcourt).Roett, Riordan y Guadalupe Paz (eds.) (2008): China's expansion into the Western Hemisphere (Washington D.C.: The Brookings Institution).Sevares, Julio (2007): "¿Cooperación Sur-Sur o dependencia a la vieja usanza?", Nueva Sociedad, N° 207, enero-febrero, pp. 11-22.Shirk, Susan L. (2007): China. Fragile Superpower (New York: Oxford University Press).Truman, Edwin M. (2008): "The Management of China's International Reserves: China and a Sovereign Wealth Fund Scoreboard", en Goldstein, Morris y Nicholas R. Lardy (eds.):Debating China's Exchange Rate Policy (Washington: Peter G. Peterson Institute for International Economics).Wilhelmy von Wolff, Mandfred y Augusto Soto (2005): "El proceso de reformas en China y la política exterior: de Deng Xiaoping a Hu Jintao", en Cesarín, Sergio y Carlos Moneta: Op. Cit.Xuetong, Yan (2006): "The Rise of China and its Power Status", Chinese Journal of International Politics, Vol. 1. Zhao, Min (2006): External Liberalization and the Evolution of China's Exchange System: an Empirical Approach (Final Draft, The World Bank Beijing Office), disponible en «http://siteresources.worldbank.org/INDIAEXTN/Resources/events/359987-1149066 764594/Paper_MinZhao.pdf».
AbstractThe purpose of this research was to adapt Antonak and Harth's (1994) Mental Retardation Attitudes Inventory for the Kuwaiti culture and to investigate its four‐dimensional structure. The study also aimed at identifying a unidimensional subset of items besides examining the quality of the identified items and the overall inventory. The 34 ‐item adapted inventor y was administered to 56 4 college students. Item analysis indicated that 29 items have had good psychometric characteristics. However, the exploratory factor analysis, cross‐correlations of scale and item scores, and correlations among scales did not support the four‐dimensional structure of the adapted inventory. Further, the sample was split into two random halves. A uni‐dimensional subset of 20 items was identified in one sample by iterative factor analyzing the item data and discarding items with small loadings. The other sample was used to cross‐validate uni‐dimensionality of the identified items. Analysis indicated that scores of the 20‐item inventory have high Cronbach coefficient alpha, and high stability and generalizability coefficients. Partial support for the validity of the scores had been ascertained by comparing the scores of male and female students, and by regressing the inventor y scores on indicators of familiarity with individuals with mental retardation. Findings were discussed with reference to Kuwaiti culture.Over the last two decades, inclusion has internationally become a critical part of the reform efforts to improve the delivery of services to individuals with Mental Retardation (MR). This trend focuses on increasing the opportunities for the placement of these individuals in the same social and educational set tings as individuals without MR. The new arrangements for providing services have created challenges to people without disabilities concerning acceptance, integration, and inclusion of individuals with MR into the mainstream of society (Praisner, 2003). Many researchers (e.g. Priestly, 1998; Yazbeck McVilly & Parmenter, 2004) have convincingly argued that these challenges have their roots in the societal norms and values that concurrently developed throughout the unfolding history of the meaning of MR. As Priestly (1998) noted, although people with differences have existed in all societies, the degree to which they were integrated or excluded varied according to predominant cultural perceptions. Yazbeck, McVilly and Parmenter (2004) suggested that people's attitudes toward individuals with MR are socially constructed and are acquired through experience over time.Individuals with MR are often judged by people based on their disability instead of their whole lives and what they may accomplish and experience during their life (Blatt, 1987). Consequently, People may rely on false generalization and develop negative attitudes towards individuals with MR. Makas, Finnerty‐Fried, Sugafoos, and Reiss (1988) noted that for nondisabled persons, positive attitude toward people with disability is usually conceptualized as being 'nice' and 'helpful', whereas for a person with a disability, the attitude would be dispensing with the category of disability entirely. A study of community attitudes in one state of Australia found that up to 86% of respondents reported feeling 'uncomfortable' when interacting with individuals with disabilities (Enhance Management, 1999). Another study (European Commission, 2001) found that 40% of Europeans reported feeling 'uneasy' in the presence of people with disabilities.Attitudes manifest themselves as positive or negative reactions toward an object, driven by beliefs that impel individuals to behave in a particular way (Yuker, 1988). They comprise a complex of feelings, desires, fears, convictions, prejudices, or other tendencies learned through varied experiences that give rise to a set or readiness to act toward a person in a certain way (Chaiken & Stangor,1987). This means that attitude is not behavior, but the precondition of behavior. In addition, Myers, Ager, Kerr, and Myles (1998) identified three types of attitudes that influence how non‐disabled people interact with, and include or exclude people with disabilities: (1) A preparedness to engage with people as consumers, neighbors, or friends; (2) a lack of awareness about individuals with MR; and (3) a wariness or hostility regarding the idea of community integration.Research has shown that the third type of attitudes, which represents negative and non‐acceptance of individuals with MR is commonly observed (Gething, 1994; Schwartz & Armony‐Sivan, 2001). Such negative attitudes in a society may present people with MR as a burden on the welfare system. Moreover, people might not see individuals with disabilities as possessing a valuable social role or possessing the same abilities and characteristics that the majority of people possess. Tus, individuals with MR may not be accepted or included in society and may often be treated badly. In turn, Wolfensberger (1988) indicated that individuals with MR, being in a devalued position, would behave badly as they think that this is what is expected of them.As integration of persons with MR is increasingly becoming a global reality, Kuwait has designed social policy aimed at promoting acceptance and inclusion of people with disabilities into the mainstream of society. To implement the policy of integration, the Kuwaiti government is continually forming inclusive services for individuals with MR. The recent policy of inclusion (law 13/96), which has been adopted in 1996, asserts that people with disabilities have a fundamental right to live and grow within their local communities. This law has spawned an expanded system of services to encourage people with disabilities to live like people without disabilities. Inclusion policies give individuals with MR the right to be involved in the same situations as people without MR. For example, more individuals with MR, for example, are being employed. Moreover, most children with Downs syndrome now attend Kindergarten and are included in social programs for children in the general population. The general goal of all types of services provided for individuals with MR is to improve their participation in society.Although the Kuwaiti government has shown a growing interest in the integration of individuals with MR, the chances of these individuals being able to integrate into mainstream society would depend on the attitude of others, such as students, teachers, coworkers, social workers, professionals, towards them. These attitudes, as found in many Western studies (Antonak & Harth, 1994; Gordon, Tantillo, Feldman & Perrone, 2004) are, for the most part, negative, which may contribute to negative outcomes on the part of individuals with MR (Byon, 2000). According to Wright (1983), disability situations are vulnerable to fundamental negative attitudes, and this would seem to be even truer in the culture found in Kuwait.In Kuwaiti culture, disability has stigmatizing effect on members of the immediate and extended family; families tend to keep members with MR out of the sight of other people. This contributes to social exclusion of people with MR. There is also the traditional common belief that disability is related to (1) God's willing that the parent should have a child with a disability, (2) God is punishing the parent, (3) God is testing the parent, or (4) God is selecting the parent for an unknown reason. Commonly, persons with MR have been considered burdensome and shameful, because they are incapable of contributing to traditional social obligations and roles.While those traditional beliefs still exist, the law 13/96 was legislated to support the integration of persons with MR into various aspects of life. Consequently, we expect that people in the society would react to this trend with frustration, anger, or refusal. Usually, people in Kuwait have little or no information about individuals with MR; thereby uninformed determinations, such as stereotypes, reflect their attitudes toward these individuals. According to Blatt (1987), a stereotype will fill in the cracks and unanswered questions in a situation with which people are not familiar. Langer (1989) in her theory of 'mindfulness' also shows that stereotype is 'premature cognitive commitments' that leads people to make judgments without enough information and reflection.Moreover, the society labels given to individuals with MR are often accompanied with stigma and negative connotations. This situation makes it difficult for those individuals to be included into society and be accepted for what they actually are and not for what others assume them to be. According to Biklen and Bogdan (1977), this type of discrimination is called 'handicapism' and is defined as'…a set of assumptions and practices that promote differential and unequal treatment of people because of apparent or assumed physical, mental, or behavioral differences' (p.206). These perceptions may prevent individuals with MR from being accepted, and they might be viewed, based on Erikson's theory, as a pseudo species, or as less than human (Smith, 1981).Furthermore, professionals', leaders', and students' views and beliefs about the integration of individuals with MR into society may result in slowing the process of inclusion and discouraging people from accepting these individuals as what they are. For example, though senior staff in Kuwait's Ministry of Social Affairs succeeded in including children with Downs syndrome into public kindergarten, no other effort has been made since 1996 to integrate other children with disabilities into inclusive educational settings. More critical is that, while leaders make efforts toward inclusion, they continue to support the permanent residence of individuals with MR in social welfare institutions and urge the government to provide free health, social and educational services for the residents. Ahmad (2004) found that between 1992 and 2002, there was an increase in the number of children, and males and females adults with MR who live in the Social Welfare Institution for permanent care. The number of residents with MR has increased from 223 to 296.According to Philips (1992), leaders' and professionals' beliefs about individuals with MR could have commenced with the industrial revolution that brought with it the practice of classifying people who were different, and who were not able to pursue personal dreams or act as the industrial society required. Leaders and professionals may perceive individuals with MR, as Blatt (1987) stated, blessed innocents or surplus population that is unnecessary and expendable. These beliefs may never give the individuals with MR an adequate opportunity to present themselves and their abilities to others.Praisner (2003) suggested that leaders' attitudes are the key factor in successful inclusion. Due to leadership position, leaders' and professionals' attitudes about inclusion either could result in increased opportunities for individuals with MR to be served in different settings or increased efforts to support the segregated special education services. According to Goodlad and Lovitt (1993), leaders and professionals have the decision to develop an inclusive setting, if they (1) make and honor commitments, (2) do what they say in formal and informal settings, (3) express interest in inclusion, (4) act and make their actions known, and (5) organize their staff and their physical surroundings to implement inclusive programs. As Praisner (2003) stated, the success of inclusion depends on how leaders exhibit behaviors that advance the integration, acceptance, and success of individuals with disabilities in general settings.Researchers (e.g., Horne, 1985) have also shown that students' positive attitudes may increase their willingness to work with individuals with MR, and lead to removal of barriers to integrate them into society. The positive attitudes of students may help to encourage the establishment of policies and the allocation of resources to increase the integration of individuals with MR into different settings in the society (Yazbeck, et al., 2004).To enhance the policy of inclusion in Kuwait, society needs to evaluate some of its structures and change people's attitudes to fit the needs of individuals with MR instead of making these individuals fit society's structures. Helping individuals with MR to be included into society and establish socially valued roles would not be difficult if the attitudes of society are less restrictive and less resistant to change.As Kuwait continues to develop social and educational policy about inclusion, researchers must pay attention to the connection between integration and attitudes. The provision of educational and social opportunities for individuals with MR can be legislated by Kuwait's government, but acceptance from other people cannot be ensured without knowing people's beliefs and thoughts about persons with MR.Developing an understanding of the attitudes that is predominant in society, which in turn influences the actions of its members, is critical if we plan for social changes and for evaluating the effectiveness of public policy on promoting an inclusive society (Schwartz & Armony‐Sivan, 2001). Given that there are negative attitudes toward people with MR, particular care must be taken to monitor changing social attitudes toward these individuals to identify any serious impediment to the progress of their inclusion in different settings: schools, workplace, and the wider community.Research that is relevant to individuals with disabilities (e.g. Geskie & Salasek, 1988; Antonak & Harth, 1994) has revealed the need for researchers to investigate the attitudes of people toward MR. Wolfensberger (1983) suggested that the key to changing how people are valued socially is to change the perceptions people have about individuals who may differ from the norm. Research, however, has indicated that the investigation of attitudes toward individuals with MR requires a psychometrically sound instrument. It is crucial to conduct research to gather accurate information about these attitudes; it would clarify people's awareness of persons with MR, and assist in evaluating intervention programs and developing appropriate course work for special education fields. Further, it would inform public policy decisions, funding priorities, and service delivery, which in turn, enhance the likelihood of achieving successful integration and improving qua lit y of life for persons with MR (Antonak & Harth, 19 94; Schalock, 1990). Accurate measurement of attitudes could also lead to early detection of negative attitudes, such as personal prejudices, misconceptions, and irrational fears of professionals, social workers, and teachers when they first get involved in disability work settings. Furthermore, it would help in providing a baseline for monitoring changes in their attitudes over time (Byon, 2000).Changing attitudes would help in supporting efforts of individuals with MR to become autonomous (Philips, 1992), and help to decrease the resistance of others to allow people with MR to make decisions about their own lives and to be independent (Schalock, 1990). As the history of the deinstitutionalization movement has shown, becoming autonomous and independent are not as simple as releasing people from state facilities and hoping they survive on their own. Autonomy and independence are based upon choice‐making, and choice‐making must be taught to people with MR, as they have never been allowed to make their own choices and do not know how to rationally choose for themselves.However, as Crutcher (1990) noted, personal choice is based on opportunity, and opportunity is accessible only when society decides it should be. Therefore, in order for individuals with MR to have the opportunity to make their own decisions and be successfully included in society, special effort must be taken to change peoples' attitudes towards them.Moreover, a psychometrically sound instrument of attitudes helps researchers to assess with known precision respondents' feelings about individuals with MR (affective aspect of attitudes), and their conceptions about them (cognitive aspect of attitudes). On the affective side, there are feelings of approval or disapproval of individuals with MR in the society. On the cognitive side, there are beliefs, knowledge, and expectations that affect people's behavior towards individuals with MR. The affective and cognitive aspects affect the respondents' opinions of what services should be provided for individuals with MR and what policy should be adopted. These also assist in the design, implementation, and evaluation of social intervention program and strategies geared toward removing barriers to integration (Geskie & Salasek, 1988).The present study focused on adapting, for use in Kuwait, the Mental Retardation Attitude Inventory‐Revised (MR AI‐R) of Antonak and Harth (1994). The MRAI‐R was chosen because of the limitations of the MR attitudes' instruments in the Gulf States, and in particular the lack of such an instrument in Kuwait. After reviewing literature, it seemed that there was only one measure of attitudes; an inventory developed by Qaryauti (1988). Despite the claimed appropriateness of Qaryauti's scale, we decided to use the MRAI‐R of Antonak and Harth for several reasons. First, Qaryauti's scale was based on Western instruments that Antonak and Harth criticized and motivated them to construct the MRAI‐R. In contrast, Antonak and Harth constructed the MRAI‐R based on a review of more than 50 years of the attitude literature, and developed their inventory on the most available valid instrument.Second, by reviewing the items of the MRAI‐R and Qaryauti's scale, it was clear to us that the MRAI‐R is more consistent with the requirements of the law 13/96 that was mandated in Kuwait to assure the right of individuals with MR to be included into public schools, workplace, and the wider community (see Table 1). Third, the MRAI‐R, unlike Qaryauti's scale, incorporates several components of attitudes: (1) the integration‐segregation of individuals with MR in various school programs, workplace, and community; (2) the willingness of people to be associated with individuals with MR (Social Distance); (3) the rights of individuals with MR to be included in schools, communities, and the workplace (Private Rights); and (4) the derogatory beliefs of people about the moral character and social behavior of individuals with MR. Of the 22 items in Qaryauti's scale, 13 were related to derogatory beliefs, six to social distance, and only three to private rights and integration‐segregation.Fourth, many transcultural researchers have used the MRAI‐R in populations as diverse as the United States, Australia, and Korea. In the US, Ward (1998) used the MRAI‐R to explore relationships between empathy and attitudes among 200 parents and adult consumers with developmental disabilities. Also, Yozwiak (2002) utilized the MRAI‐R to examine the beliefs and attitudes of 210 community members toward a child with MR who was a witness to a sexual abuse case. In an Australian study, Yazbeck and others (2004) used MRAI‐R to examine differences in attitudes between students and professionals in disability services, and persons in the general community (N=492). In Korea, Byon's study (2000) used the MRAI‐R to investigate the effect of social desirability on attitudes toward MR, and to compare the relationships between attitude measures (both direct and indirect measures) and behavioral outcome indicators. Obviously, findings from a large number of studies using the MRAI‐R contribute to its validity. In contrast, we failed to find any study in which Qaryauti's scale was used.Based on the above arguments, it seems that the MRAI‐R would be useful in needs assessments, especially in schools and mental health clinics. For example, when the ministry of education decides to implement the inclusion policy in schools, there would be a need to assess attitudes of teachers and students towards students with MR. The results of such assessment would help in designing programs that improve attitudes as needed. The MRAI‐R can also be useful for social workers, professionals, and researchers who work in a variety of primary social welfare settings. It helps them to identify and target those people who are the most in need of training and preparation to change their attitudes toward MR. In a wider scale, non‐profit organizations can use results of assessing attitudes in advocating the rights of those individuals.In general, the primary usage of the MRAI‐R could be: (1) screening for early identification of negative attitudes; (2) assessing attitudes of specific groups toward persons with MR; (3) pre‐ or post‐ measurement in intervention studies; and (4) helping researchers who aim at studying the effects of attitudes on different variables in the life of people with MR (i.e. job satisfaction, life satisfaction, family relationship, social support), or the relationship between attitudes and demographic variables (i.e. gender, age, marital status, employment, educational status, familiarity with individuals with MR).Following the recommendation of Antonak and Livneh (1988) that researchers should use the existing instruments and stop creating new ones, the purpose of the present study is to develop an Arabic inventory of attitudes toward individuals with MR by adapting the MRAI‐R to be suitable for use in Kuwait. Specifically, the study aimed at: (1) revising the MRAI‐R items to make them suitable to Kuwait's culture; (2) investigating the suitability of the four‐factor‐structure of the MRAI‐R for measuring attitudes toward individuals with MR in Kuwait; (3) selecting a uni‐dimensional subset of items, if the four‐factor‐structure was not confirmed; and (4) examining the psychometric characteristics of the adapted inventory.We decided to carry out this study on college students for various reasons: (1) college students are prospective educators or professionals who will be either dealing with people with MR or making decisions that affect their lives; (2) college students in Kuwait play an active role in social change and in changing public opinions;(3) they are representative cross‐section of Kuwaiti society; (4) a sample of college students is more easily acquired than a sample from the general population.
Background of the research This study intends to analyses the involuntary resettlement of an indigenous Dayak community due to the implementation of the Bakun Dam Project in Sarawak, Malaysia. The significance of this research is that it raises important questions on the impact of development imposed by the state government of Sarawak on the indigenous people who have been regarded as in need of change and to be brought closer to urbanization vis-à-vis modernization through resettlement. Involuntary resettlement due to development projects or infrastructure improvements is not a singular phenomenon and in this context it is often argued that development projects provide employment to the local population and enforce development. However, a dam project also displaces local people from their homes and traditional livelihood. This research focuses on the forced displacement of the indigenous communities at Sg. Asap resettlement because of the implementation of the Bakun Hydro-electric Project (BHP). It is viewed as an involuntary resettlement as the indigenous communities who were residing within the area of the planned BHP had no choice but to move to the resettlement. Their villages and native lands were claimed by the state government for the implementation for the BHP. Thus, the whole problem is focused on the question of why is the resettlement that is promised as a development program for the people by the state government of Sarawak being regarded as forced displacement. In this research, forced displacement is observed at three different levels. First, prior to resettlement, potential settlers are faced with the critical decision of abandoning their homes and livelihoods, causing emotional distress. Secondly, after moving to the new settlement, settlers are often confronted with inadequate compensation for their loss of natural resources, social heritage and land, adding misery to their already distressed situation. Thirdly, resettling people into an area without any supportive resources, i.e. resources whose, purpose is to improve the lives of the settlers compared to their previous situation, fails to accomplish the very purpose of such resettlement. Research objectives and Questions This research utilizes Michael Cornea's analysis, the Impoverishment Risks and Reconstruction (IRR) Model (2000), which brings to the main objective of this research that is to examine the outcomes of involuntary resettlement of the indigenous people. This research compares the situation confronted by the settlers in Sg. Asap resettlement to that definition of "involuntary population resettlement" advanced by Michael Cernea (1998). In this definition, there are two sets of distinct but related processes: displacement of people and dismantling of their patterns of economic and social organization, and resettlement at a different location and reconstruction of their livelihood and social networks. Other than that, the objectives of this research are: to observe if involuntary resettlement planned for meeting the labor needs for the oil palm estates is a catalyst for socio-economic development for settlers. And for policy recommendations, the sub-objectives are: •To subsequently evaluate the problems of accessing resources. •To study to what extent the involuntary resettlement has affecting the social and power structures. •To show the level of changes in social and power structure influencing livelihood strategies. •To examine the most effective network that has provided the people a platform to generate their livelihood. This research details the process and impact of the forced and involuntary displacement faced by the settlers. Factors highlighted include the indigenous people's coping mechanism and strategy in dealing with various issues related to land rights and usage, disagreement and differences in the new social structure, competition over limited natural resources and changing power structure and relations. Issues such as the problems within the household because of the changing family structure and changing role of elderly, men and women in the domestic unit are also highlighted in this research. Most important, this research focuses not only at the displacement issue but also illustrates how settlers rebuild and restructure their life and livelihood. Therefore, based on important concepts, livelihood, coping strategies and power structure, research questions raised are: 1.How do settlers cope with the fact of being involuntarily resettled and what do they do to deal with unanticipated consequences of the social changes that occur? 2.How do settlers manage the new social structure, conflict over limited resources and changing power structures and relations within their own community? 3.Which strategies currently used by these settlers have the potential to build a sustainable livelihood in the new settlement? Theoretical background This research takes the approach of regarding resettlement first and foremost as a catalyst for social change. However, resettlement in the context of 'force' or 'involuntary,' certainly does not ensure positive changes. Dessalegn (1989) defined resettlement in a different context: land settlement, colonisation, or transmigration, all referring to the phenomenon of people distribution, either planned or 'spontaneous'. Accordingly, 'resettlement as in Ethiopia implies moving people or people moving to new locations; colonization as in Latin America implies opening up or reclaiming lands for utilization; and transmigration is favoured by those writing on the Indonesian experience and the word suggests cross-ocean or cross island relocation' (Dessalegn, 1989:668). Palmer refers to resettlement as 'a planned and controlled transfer of population from one area to another' (1979:149). Tadros (1979:122), in analyzing resettlement schemes in Egypt, applied the United Nations definition of human settlement as: 'development of viable communities on new or unused land through the introduction of people' and further defined resettlement in two models: spontaneous and paternalistic. The spontaneous model leaves full scope for individual initiatives, and no support is provided by national or international organisations. No attention is paid to the proper place and function of the settlement within the national context. In the paternalistic model, technical support such as education, tools, equipment and other assistance is provided to the settlers (Tadros, 1979:122). The above definitions can be used in a different fashion for this research, thus the term 'forced' or 'involuntary resettlement'. In reality, despite the good intentions for developing communities, resettlement can also 'under develop' communities in the sense that such communities face greater hardship compared to life before resettlement. To this extent, the working definition of 'resettlement' in this research is a poorly planned resettlement through a forced, involuntary relocation of communities onto unused land that is inadequate for communities to develop a productive and fully functional socio-economic system. This research has adapted the concepts proposed by Michael Cernea (1998), looking at involuntary resettlement in general. The concept of involuntary resettlement (in this research also termed as forced resettlement), which is the comprehensive concept most often used in the current social science literature, integrates 'displacement' and 'resettlement' into one single term, in which the emphasis on involuntariness directly connotes the forced displacement. The usual description of 'involuntary population resettlement' consists, as mentioned earlier, of two sets of distinct but related processes: displacement of people and the dismantling of their patterns of economic and social organization, and resettlement at a different location with reconstruction of their livelihood and social networks. Resettlement refers to the process of the physical relocation of those displaced, and to their socio-economic re-establishment as family/household micro-units and as larger communities. Displacement implies not only physical eviction from a dwelling, but also the expropriation of productive lands and other assets to make possible an alternative use of the space. This is not just an economic transaction or a simple substitution of property with monetary compensation. Involuntary displacement is a process of unravelling established human communities, existing patterns of social organization, production systems and networks of social services. Overall, forced displacement of communities causes an economic crisis for most or all of those affected, entails sudden social disarticulation, and sometimes triggers a political crisis as well (Cernea, 1998:2-3). This research investigates the implications of resettlement and the reconstruction of the livelihood of the affected settlers. Impoverishment Risks and Reconstruction Model (IRR) provides important variables to explore these issues further. Several important variables in the IRR model are utilised to create an independent framework for this research, and is explained in the following section. As Cernea explained, the IRR is a model of impoverishment risks during displacement, and of counteractions to match the basic risks where the multifaceted process of impoverishment was deconstructed into its fundamental components. The components are: landlessness, joblessness, homelessness, marginalisation, food insecurity, increased morbidity and mortality, loss of access to common property assets, and community disarticulation. This analytical deconstruction facilitates understanding of how these sub-processes interlink, influence, and amplify each other. Reconstruction, then, is the reversal of the impoverishment processes, and can be understood and accomplished along the same variables, considered in a holistic, integrated way (Cernea, 2000:5; 2003:40). IRR focuses on the social and economic contact of both segments of the process: the forced displacement and the re-establishment. The model captures processes that are simultaneous, but also reflects the movement in time from the destitution of displacement to recovery resettlement (Cernea, 2000:18). There are three fundamental concepts at the core of the model: risk, impoverishment and reconstruction. Each is further split into sets of specifying notions or components (as mentioned above) that reflect another dimension, or another variable of impoverishment or reconstruction (for example, landlessness, marginalisation, morbidity or social disarticulation). These variables are interlinked and influence each other; some play a primary role while others play a derivative role in either impoverishment or reconstruction (largely as a function of given circumstances). The conceptual framework captures the disparity between potential and actual risk. All forced displacements are prone to major socio-economic risks, but they are not fatally condemned to succumb to them. Cernea further explains that in this framework the concept of risk, as stated by Giddens (1990), is to indicate the possibility that a certain course of action will trigger future injurious effects – losses and destruction. Following Luhman (1993), the concept of risk is posited as a counter-concept to security: the higher the risk, the lower the security of displaced populations (Cernea, 2000:19). The model's dual emphasis – on risks to be prevented and on reconstruction strategies to be implemented – facilitates its operational use as a guide for action. Like other models, its components can be influenced and 'manipulated' through informed planning to diminish the impact of one or several components, as given conditions require or permit. That requires considering these variables as a system, in their mutual connections, and not as a set of separate elements. The model is also flexible as a conceptual template, allowing for the integration of other dimensions, when relevant, and for adapting to changing circumstances (Cernea, 2000:20). This model can be linked with other conceptual frameworks, to achieve complementary perspectives and additional knowledge (Cernea, 2000:21). There are four distinct, but interlinked, functions that the risks and reconstruction model performs: A predictive (warning and planning) function A diagnostic (explanatory and assessment) function A problem-solution function, in guiding and measuring resettlers´ reestablishment A research function, in formulating hypotheses and conducting theory-led field investigations For this research, the function falls under the third function, the problem-resolution. As Cernea explained, the problem-resolution capacity results from the model's analytical incisiveness and its explicit action orientation. The IRR model is formulated with an awareness of the social actors in resettlement, their interaction, communication, and ability to contribute to resolution. The model becomes a compass for strategies to reconstruct settlers´ livelihoods (Cernea, 2000:22). The IRR model clearly points out the results of social change and social disorganisation caused by involuntary resettlement. For the purpose of analysis, the two major variables used for the framework are: loss of access to common property assets and; social and community disarticulation, give a crucial foundation to exhibit the implications of forced displacement. Both of the major variables have been linked to understand the problems that are occurring in the community and households (shown as dependent variables - the coping mechanisms, the way settlers manage risks and the type of resources that people engage to strategise their livelihood). Each component respectively points out the results of change caused by involuntary resettlement i.e. competition over forest resources, state land and living space, and; dismantling of traditional power structure, communal structure and family structure. Although the central theme of the theoretical framework is forced displacement, the framework is expanded to the investigation of coping mechanisms, power structure and relations, and the way settlers strategize their livelihood. The research framework has aimed clearly at the impact of involuntary resettlement which is concluded in this research as causing the changes and social disorganization in the social structure of the settlers. However, the framework also extends to another level for the investigation of the strategies of rebuilding and restructuring of settlers. Main research findings With regard to the perspective to develop the indigenous people through resettlement program, as shown in this research, there are more losses than gains being achieved especially on the settlers' side. What they have left behind (history, livelihood, rights and identity) at their natural environment cannot be retrieved, and uncompensated. And it is also a fact, as proven in this research that the uncompensated losses continue to be the sole grievances of settlers and the factor of causing continuous displacement amongst settlers. This research concludes that as much as the involuntary resettlement has brought many new challenges to the Kenyah-Badeng, many of these challenges are beyond their capability to manage. The underlying problem is settlers were not actively involved in designing their future in the new settlement from the very beginning the project was proposed. The settlers were receiving diminutive information about the resettlement program, and very limited public platform for them to participate or to voice out their concerns and suggestions before its implementation. The factor that causes their continuous displacement is the non-existence of natural resources and land (other than the three acres given to them as part of the compensation) for them to generate income (remember that most of them are farmers without any skill useful to work in non-agricultural activities). Their life in the former village was hard but they were free to explore as much resources as possible, and they owned their native land. In the resettlement, they are as much strangers to the place as to the way of life they are faced with at the new settlement. In other words, settlers simply do not know how to behave appropriately in radically changed social situations because they are not equipped with necessary living tools. The study of the displacement of the Kenyah-Badengs is concluded in three important aspects as follows: Power structure and relations - In power structure and relations, kinship has always been an important aspect that became the reference for any struggle over leadership issue. Kinship is viewed on a larger scale that includes not only blood relation, but also aspects such as others who came from the same root, indicating that kinship in that term was very much related to sharing of the same history of settlement, migration and culture. It has been proposed that kinship was one crucial aspect that binds this community together, but not likely to be true at the new settlement. The power structure in the Kenyah-Badeng community at the resettlement stand as a separate system, failed to bind the people together, no orders from the leader and not accepting orders by the people. However, they carry out the norm of being as peaceful community, as they have always been. Coping through family network – Because of the failure of power structure and relations, the Kenyah-Badeng become family/household oriented in their livelihood strategies. The family network proves to be the most important coping mechanism for such challenging social environment. The family network provides a platform for its members to generate income, employment, social and moral support, education, and security in general. Livelihood strategies – With the absence of promised resources, settlers are faced with many problems with regards to economic aspects at the new settlement. Their agriculture knowledge is insufficient to success them for employment in town. They mainly work on their allocated three acres of land with other problems tagged along as the lands are located at sloppy and slumps area, as well as faced with low grade soil. For their agriculture productions, they are faced with marketing problem because of the established sellers who refused to allow them to get into the network. This research also humbly suggesting an alternative for settlers to improve their livelihood based on the available resources at the resettlement with the assistance of the state government, at least to initiate strategies for marketing. Settlers need "retooling" in many aspects of agriculture knowledge as that is what they have known best to build their livelihood. Government agencies should assist in terms of skill training related to effective methods to produce quality agriculture productions on their three acres of land. Horticulture should be encouraged on their three acres plot and this method has been carried out by the settlers in their swidden agriculture (slash and burns) at their former village areas. At the new settlement, the prospect of horticulture on pesticide free and organic food can be very encouraging. Methods The information and data for this research were obtained through formal and informal interviews, household survey, household in-depth interviews, and secondary data from available sources in prints, documents and internet. Questions for the interviews were formulated first based only on the research questions. At the field site, questions were expanded and added after numerous trial interviews with key informants to improve the questions before the real interviews were conducted. There were 55 household surveys, and from this survey, 20 households were selected randomly for the household in-depth interviews. The head of households were both male and female. Outline of the thesis This research is organized in chapters as the following summary: Chapter 1 provides the background information of the research area i.e. descriptively introduces Belaga, the region where Bakun Hydroelectric Project (BHEP) was implemented, the implementation of BHEP and the reaction of the local inhabitants. The resettlement in Sg. Asap, and the composition of the settlers are also discussed in this chapter. Chapter 2 touches the historical perspective of the Kenyah-Badeng focuses on their livelihoods at Long Geng, their former village before they resettled at Sg. Asap. This chapter also includes a brief history of their migration and settlement to Long Geng, and also the political structure in Long Geng. Chapter 3 discusses the power structure and relations of the Kenyah-Badeng. This chapter draws on the first stage of displacement i.e. processes of losing common property and space with prominent issues such as compensation, land rights and the expected involvement of local leaders in the whole process of the resettlement as highlights of the discussion. Brief history of land legislation in Sarawak based on the interpretation of Native Customary Land and native's rights over ancestral land based on literature reviews is illustrated in this chapter. The purpose of this illustration is to understand the background and general problems of land identification within the Kenyah-Badeng community prior to payment of compensation. Chapter 4 focuses on the discussion of the coping mechanisms employed by the settlers in handling crucial issues pertaining to their livelihood at the resettlement. In fact, this chapter continues the discussion of the stages of displacement highlighting the other two stages by discussing in-depth the situation of "loss of access to common property and space" and "social and community disarticulation". The headings of objectives outlined by State Planning Unit, Sarawak in the development plan of the resettlement are utilized as the base to explain the cause of the displacement and to illustrate the reality at present life of the Kenyah-Badeng. Chapter 5 focuses on the livelihood strategy in which family network is important as the platform for pooling resources. Departing from forced displacement, this chapter illustrates the emergence of coping reaction amongst the settlers by analyzing the family network discovered within the households interviewed in this research. Chapter 6 highlights the changing livelihood of the settlers highlighting the significant of wage employment where remittance is crucial to support their family who are living at the resettlement. The current perspective of settlers towards education and their willingness to invest into their children's education is also discussed in this chapter. Chapter 7 summarizes the research findings and concludes the research.
Issue 24.6 of the Review for Religious, 1965. ; Sanctification. thrgugh Virginity by Charles~A. Schleck, C.S.C. 829 The Church~s ~Holiness and Religious Life by Gustave Martelet, S.J. 882 Renewal in the Ex~rcise Of Authority by Thomas Dubay, S.M. 914 The Priesthgod and Celibacy by Jean Galot, S.J. 930 .The Religious Peter Pan by James D~I, Mahoney, M.D. 957 Communication: in ;Religious Life by Richard:.M~ M~Keon, S.J. 962 ~ Survey of Roman" Documents 967 rows, News, Previews 974 Questions and Answers 979 Book Reviews 982 . Indices for Volume 24, 1965 995 VOLUME 24 NUMBER 6 November 1965 CHARLES A. SCHLECK, c.S.C. Sanctification through Virginity Doctrinally speaking,* the objective excellence of virginity over marriage cannot be called into question. It is a truth dogmatically defined by the Church and is quite explicitly taught in Sacred Scripture.x Moreover, the esteem and veneration, the maternal solicitude and affection which the Church has always shown for the "choicest portion of the flock of Christ" ~ is evident to anyone who would examine her docnmentation in re-gard to this manner of living,s Nor is this any matter for wonder. From the very beginning the first Christians had a very vivid awareness of the gospel demands not only in the realm of dogma but also in that of the following of Christ. Rather quickly the better Christians voluntarily embraced the condition of ascetics or of the continent.4 These, actuated by love and disdaining the cares of the world, overcame that division of heart which is so easy and yet which is so full of danger, and dedicated or con-secrated themselves wholly to Christ. In so doing they made a perpetual transfer of their entire life to Christ and to the Church and the Christian community, in ¯ This is the third of a series of six lectures that Father Schleck gave in 1962 to the Conference of Major Superiors of Women Re-ligious of the United States. The first of the series, "The Major Su-perior and the Meaning of Her Subjects' Vocation," was printed in REvmw FOR RELIGIOUS, V. 24 (1965), pp. 161-87; the second, "Poverty and Sanctification," appeared in the REVIEW, V. 24 (1965), pp. 548- 88. 1See Denzinger-Sch6nmetzer, Enchiridion symbolorum, n. 1810 (English trs. in The Church Teaches, n.866); Mt 19:11 ft.; 1 Cot 7:25 ft., 38, 40. This truth is recalled in the Dogmatic Constitution on the Church, Chapter 5, paragraphs 39-40 (English translation in REVIEW FOR RELm~OUS, V. 24 [1965], pp. 707--8). 2 St. Cyprian, De habitu virginum, 3 (P.L., v. 4, col. 455). s See my The Theology of Vocations (Milwaukee: Bruce, pp. 315-21. ~ See F. Vandenbroucke, O.S.B., "La vie religieuse au cours des si~cles," La vie religieuse dam l'Eglise du Christ (Bruges: Descl~e de Brouwer, 1964), p. 19. Father Charles A. Schleck, C.S.C., is a faculty member of Holy Cross College; 4001 Harewood Road, N.E.; Wash-ington, D. C, 10017. VOLUME 24, 1965 829 4. 4. 4. C. A. Schleck~ REVIEW FOR RELIGIOUS 830 which they made their Lord present through the special engagement they assumed. This mystical marriage to Christ and this gift of them-selves to the Christian community was at first enacted spontaneously and was accomplished more by their ac-tual existence and manner of life than by any express rite or within any well-defined structure or framework. Soon, however, they began to constitute a state and a rank set apart and recognized by the Church, such that profession of virginity began to be made publicly and was recognized and strengthened by a bond that gradu-ally grew more and more firm and stable. It was then that the Church in accepting the virgin's desire to lead this way of life in her midst publicly consecrated her as a person inviolably united to Christ and the Church. This was done by means of a rite that borrowed all of its em-phasis from the nuptial rite and was rightly regarded as one of the most beautiful ceremonies existing in the whole of the ancient liturgy. It was in and through this action that the Church clearly distinguished these public virgins from all others who had bound themselves to God and the life of the Church by merely private obliga-tions. This profession of the life of virginity was soon sur-rounded by a rather vigilant and rigorous asceticism and was at the same time nourished by definite practices of piety and of the various Christian virtues, both for the edification of the people of God and also because of the inevitable weaknesses of the majority of men. All this development of the life of virginity has been most won-derfully placed before us by the early fathers of the Church who present us with a picture or image of the virgin dedicated to Christ and the Church that has per-haps never been surpassed and perhaps not even equaled. It is in their writings that we shall find most clearly and vividly depicted everything either interior or exterior that could in any way concern virginal sanctity and perfection. After peace came to the Church in the time of Con-stantine, it gradually became the practice of the con-secrated virgins to add to this consecration the express profession of poverty and obedience. Moreover, they began to live together in common as much for the love of solitude and mutual assistance and edification as well as for protection against the rather grave dangers then extant in Roman society. This practice the Church herself generally commended, even though she did not actually impose it until some time later on when she forbade liturgically consecrated virgins to live in their own homes or in a rather loose sort of community life. This discipline of the Church gradually led to tha~ form of religious life which we call strict enclosure. In the sixteenth and seventeenth centuries congrega-tions of women sprang up who professed virginity as well as the other evangelical counsels and yet- who were not considered "religious" in the strict sense of this word because their vows were not publicly and officially ap-proved by the Church. Indeed, even after they had re-ceived provisory legislation through the Conditae a Christo of Leo XIII in 1900 they were not considered as "religious" or "regulars" in the strict sense and in the law of the Church. This status was granted t6 them only with the promulgation of the Code of Canon Law. Yet for all this development of the life and profession of virginity and for all the solicitude and love which the Church has shown towards those who have embraced this way of life, the excellence and the superiority of it have not always seemed to remain clearly impressed on the minds of those inside and outside the Church. And the argument: "To what good is all this loss of woman-hood and this voluntary practice of barrenness?" has perdured. I suppose that there are basically two reasons for this. The first is the ever growing understanding and appreciation and depth insight into the beauty and sanctity of married life, with its contemporary expres-sion as the full development of the woman's personality and feminine powers and of her reflection of the image of the Church as the Spouse of Christ. The other reason perhaps has been the absence, up until quite recently, of a more positive approach to virginity, due to the in-fluence of a more or less puritanical or Manichaean understanding of the whole concept of sexuality. In fact, it became so delicate a subject that it was considered almost dangerous to speak about, especially when the audience happened to be those who had dedicated their lives to Christ or were thinking of doing so. As a result of this, the true splendor and beauty and richness of virginity dedicated to Christ or marriage to Christ be-came more and more obscured, less attractive, and fi-nally, in the minds of some, inferior or less excellent or only equal, even objectively speaking, to the way of life which is marriage in Christ. The importance of a more positive approach and un-derstanding of virginity is therefore quite evident, and this for two reasons. First, there is the need to reinstate it in its God-given place in the plan of salvation, in the eyes of both those inside the Church as well as outside. The second lies in the fact that often in the case of the woman virginity is the real determining factor of her vocation to a state of perfection. Sometimes by a kind of ÷ ÷ ÷ Virginity VOLUME 24/ 1965. 83] ÷ ÷ ÷ REVIEW~FOR RELIGIOUS 832 intuition given or communicated to her with the grace of vocation she realizes that the values offered her in mere human love are obstacles or could easily become obstacles to her wish and intent to achieve the fullness of Christian love and perfection. In order to arrive at some understanding of the prac-tice of virginity, it would be well for us to analyze it right from its origins so to speak, to hold it up to the light of faith so that the full richness of its content, its beauty and splendor might be the more evident so that you might know it yourselves and pass it on to those whom God has entrusted to your guidance and care. To do this adequately I would like to follow a plan similar to that used when treating the practice of evangelical poverty, We will, therefore, consider (1) the practice of chastity in general; (2) what religious chastity adds to the practice of chastity in general; (3) what its aims are; (4) what its fruits are; and (5) some practical suggestions to be used in the training of your religious along these lines. Chastity in General If we were to attempt to define the virtue of chastity we would arrive at something like the following: It is a part of the cardinal virtue of temperance that moderates the use of venereal or sexual pleasures. It receives its name from the Latin word "castigare" which means to curb because this is one of its functions, perhaps the one that is most experiential among us. It is a virtue or dy-namism or spiritual force, a perfectant of our capacities for life, including and bringing our liberty into play. This force resides not only in the soul but also in the body, at least to a certain extent, since the soul impresses its own controlling and directive force over the body. It is precisely th.is, its belonging primarily to the soul, that led St. Augustine to point out that so long as the mind holds to its observance one can never sin against the vir-tue of chastity regardless of what might happen within one's physical or emotional affective make-up. It is a virtue which every human being stands in the greatest need of since it centers around those pleasures which are very quickly aroused and which are more impetuous and which can so easily lead us away from the path of virtue and holiness. And whatever consent is given to them has a way of increasing their attraction and weak-ening the mind and the heart, casting it down from the heights of one's calling. In a sense, nothing so narrows the heart as impurity; and nothing so expands it as chastity practiced in obedience to the law of Christ which is love. Like every other virtue chastity has both a negative aspect about it and a positive one. Negatively speaking it is the absence of impurity, an absence that is not merely the result of temperament or of lethargy, but an absence that is brought about or is due to the directive and con-trolling force which the virtue and disposition of chastity places on one's affective make-up. Thus we mnst dis-tinguish between the spontaneous reaction to movements of the sexual powers and the consent of the will to them. The spontaneous reaction is natural and morally in-different. Without being in any way evil it is rather the sign of a healthy and normal and robust temperament. That is why in speaking of chastity as an angelic virtue we must be very cautious. We are. not to understand that the sexual powers, both genital and emotional, are not felt. This would be to confuse virtue with what might be definitely a deficiency or weakness or mere lethargy. No, a pure person is one who has come to master the attrac-tions of the flesh; he is not at all to be confused with one who is insensible to them.5 It also has a positive aspect about it, one which gives a person a positive orientation toward the whole notion of sex or of femininity and mas-culinity. So understood, the final end of the virtue or perfectant which we call chastity is the integration or harmonization of the passional dynamism or of the geni-tal and emotional spheres with the directives of the mind adhering to the law of the Lord. Its function is not to kill or suppress these areas of human personality but to make them live and function in a way fitting to one's state of life. Thus the upshot of the activity of the virtue of chastity is not the bringing about of insensibility (which would only serve to give rise to traumatic ex-periences later on) but rather integration or habitual sexual balance on all levels of human personality, geni-tal, emotional, and spiritual. The pure person is one who perceives the mystery of sex, its depth, its serious-n We should remember that the virtue of chastity is different from what St. Thomas calls the force of continence. The latter is only an imperfect virtue. Its seat is not in the concupiscible area of man's passionality, but in the will or the area of the voluntarium. The con-tinent person (as opposed to the chaste person) has an understand-ing and a spiritual love of chastity, but his passions are not yet moderated; they continue to have their desires independent of the ra-tional order. They are ordered from within to the desires of the mind. Continence exercises over the passions what we would call a "police action" or a repression that almost forces them to revolt, whereas the real virtue of chastity grows something like a democratic regime in which the opposition collaborates for the common good. Briefly, only the virtue of chastity realizes the successful harmonization and there-fore humanization of the passions and the sexual under the inspira-tion of the mind and will. All sexual education must aim at this Christian humanization and harmonization (See A. PI,~, O.P., "In the Light of St. Thomas," Religious Chastity: Its Conditions [Ottawa, Canada: Canadian Religious Conference, 1963], p. 168). Virginity VOLUME 24, 1965 REVIEW FOR RELIGIOUS ness, its intimacy. A chaste person is one who under-stands the sublime purpose and fundamental significance of sex and" the consequent fearful profanation which its abuse represents. And this is as it should be. For from the very beginning the Scriptures make of human sexual-ity something sacred, something associated with the divine, with the image of God in man. This is by no means the whole story, but it does form the basis of the entire story. Thus the production of human life through the "knowledge" of woman by man, as the Scriptures have it, seems to have been the best image we had to describe creation at this time, since in this production we have creation itself, the womb of the mother being the scene of a direct and special intervention of God Himself. This is the first reason why we believe that human sexuality is especially sacred. Thus femininity and masculinity for the Christian is something that is sacred in a very technical sense; and'when we find it or picture it in Christian marriage it is more sacred still, since it contains and shows forth the redeeming love of God--the love of Christ for the Church and the answer-ing love of the Church for Christ. But to be sacred means first of all to be dangerous, even though it means much more than this. If we profane the sacred we know that we shall be destroyed by it. I think it is safe to say that this is why we have taboos and restrictions in every society surrounding sexuality. These are expressions, or at least they begin as expressions, df the reverence and fear which is proper in the presence of something ~hat is truly sacred. Thus there would be something definitely wrong with a societ~ which did not have some restrictions or taboos placed on se~. It is dangerous not because it is evil; it is dangerous because it is sacred, because it is powerful, capable of destroying the personality of an individual if it is divorced from the world of love and marriage; and equally capable of bring-ing one through the power of grace and the paschal myster.y of Christ to eternal union with God when em-ployed in.the service of love and marriage.6 Thus the pleasures of sex, like those of eating and drinking are good, no matter what their intensity is, if the), are well ordered by the per[ectant of chastity. For it is this which assures that the capacity for love be properly used on all of its various human levels. It is for these reasons that the chaste person is one who does not consider that there is anything base about sexuality, nor does he fear sexual realities unless there is an objectively real danger involved. But he is one who remains at a distance from it and its use in marriage so long as he is not called by God to enter into this way See Hubert McCabe, O.P., "Sex and the Sacred," Lile oI the Spirit, 16 (196l), pp. 70-80. of life. Reverence, then, and acceptance o] sexuality, not disgust or fear or shame, are the fundamental results which the virtue of chastity gives to an individual with regard to the divine orientation of sex indicated to us in the opening book of revelation and developed so mar-velously in the Christ-Church image of St. Paul.7 There is, however, one thing which the Christian attitude toward sex never forgets--that it is possessed by persons who labor under the economy of sin; and that means that a greater caution must be exercised in this matter than would otherwise have been necessary. And it is perhaps this aspect which the modern world in its attempt to bring out its beauty and sublimity has at times overlooked as the problems we are faced with today clearly indicate.8 Virginity or Religious Chastity and What It Adds to Chastity in General When we come to consider this virtue as it affects religious or those who have consecrated their chastity to God, we are presented with certain nuances which clearly 7 Eph 5:22 ft. 8i am not inveighing against current writing on chastity which tends to be entirely positive. This is all to the good. What I have in mind here is the "stress" character of much of this writing; that is, an emphasis placed on one or other elements or ingredient of what is really a very complex or polygoned reality. When this is not understood by the reader of such articles, it is quite possible for rather one-sided views or positions or attitudes or stances to be formed---ones which are not necessarily intended by the author. For example, present-day stress on the need for religious to be immanent, or incarnational, or present in the world, while to a certain extent correct and necessary, has caused a forgetfulness of the transcendent mission and apostolate the religious is called upon to exercise in the Church. Separation from the world is a necessary part of the complex reality of religious consecration just as much as is immanence. This visible renunciation of the world and of some of its values is done not out of lack of esteem for them but in fulfillment of service to the Body of Christ. This is quite clearly indicated in the recent Dogmatic Constitution on the Church, Chapter 6, paragraph 46 (English trans-lation in REvmw fOR REL~e~OUS, V. 24 [1965], pp. 716--7). AS Father Congar notes, the religious profession engages the one who makes it to renounce the world as a plan of life to belong more entirely and more definitively to God and His work. The world is a milieu of anrbiguity, filled with occasions of evil, filled with hin-drances that prevent us from being all to God and with seductions that can turn us away from Him. That is why it is essential to the religious life not only to disengage one from the terrestrial and con-secrate oneself to God by the vows but also to separate oneself from the conditions of the life of the world by embracing the rule. I am sure that Father Congar is not limiting his remarks to cloistered communities. See "Les lemons de la thdologie," in Le rdle de la re-ligieuse clans l'Eglise (Paris: Cerf, 1960), pp. 34--5. As he remarks: "A religious is a Christian who in the desire to belong to God with-out reserve, and without going back, goes out of the world and en-ters a structure of life organized for the service of God--which the world is not" (p. 36). The amount of separation will, of course, de-pend on the particular nature of each religious institute. ÷ ÷ ÷ Firginity VOLUME 24, 1965 ~. A. $chleck, REVIEW FOR RELIGIOUS 836 distinguish it from the virtue of chastity as practiced by other Christians and which establish its peculiar pre-eminence or excellence. The first modification which the practice of chastity by a religious implies is that it provides one with a more ample field or area in which to practice it. For it demands that she abstain from all, even legitimate and virtuous or sanctifying, use of her procreative powers given to her by God. Such an ampli-fication of the exercise of the virtue might involve greater and more protracted difficulties to be sure, but it also in-volves the reception of more grace and supernatural aids. Again, religious chastity differs from the chastity of those living in the world, whether single or married, by its being embraced or ratified by vow. It is especially this nuance which clearly and unmistakably distinguishes the practice of chastity proper to religious or those in the states of perfection from all other forms or types of chastity. Indeed, it is this modification which makes the observance of chastity in the case of a religious pass into the exercise of another virtue distinct from that of chastity. It is St. Thomas who points this out so succinctly in his treat-ment of this virtue. There are two factors which make the chastity of religious a distinct virtue, namely virgin-ity: (1) the resolution to abstain forever from all sexual pleasure proper to the married state; and (2) that this promise be made to God for the specific purpose of de-voting oneself to the contemplation and service of the divine. As he says: "Virginity as a virtue denotes the purpose confirmed by vow of observing perpetual in-tegrity . Now the end which renders virginity praise-worthy is that one may have leisure for divine things." ~ Thus the essential work of virginity is not at all some-thing selfish. It is not a way of protecting one's freedom for the sake of some temporal or earthly career. It is rather the contemplation of the divine. It is embraced precisely in order to make one free for God, for commu-nity and for humanity. If it were not undertaken for these purposes it would very likely lead to self-preoccupation, self-indulgence, and egotistic involvement in one's own problems, terminating in one or other form of psycholog-ical maladjustment. Thus the work of chastity in the case of the religious is the communion with the Word of God either in Himself or as we see Him in our brethren; and this work has been chosen for virgins by God Him-self. This truth was very clearly indicated by Pius XII in his encyclical Sacra virginitas: Here also it must be added as the Fathers and Doctors have clearly taught, that virginity is not a Christian virtue unless it is embraced for the sake of the kingdom of heaven, that is, unless ~2-2, q.152, aa.3-4. we take up this way of life precisely in order to be able to de-vote ourselves more freely to divine things, to attain heaven more surely, and with skillful efforts to lead others more readily thereto. Those, therefore, who do not marry because of exag-gerated self-interest, or because they shun the burdens of mar-r! ag.e .cannot claim for themselves the honor of Christian virginity. In this of course, the Sovereign Pontiff was merely re-echoing the teaching of bofh our Lord and St. Paul: "There are other eunuchs who have made themselves so for the sake of the kingdom of heaven"; "A virgin is free to think about the things of the Lord, that she may be holy in body and spirit." 10 10 Mt 19:11-2; 1 Cor 7:34. Here it might be wise for us to mention the difference between chastity and virginity and the implica-tions which the latter adds to the former. Chastity is a virtue, as we have seen, which excludes or moderates the indulgence of the sexual appetite according to the norms proper to one's state of life. If voluntary chastity excludes indulgence in carnal pleasure for life, it is said to be perfect. If not, then it is said to be imperfect. There are several groups of persons who would fall into this second cate-gory: (1) those not married but who have not renounced the inten-tion of doing so; (2) those who are married when they use their sexual faculties within marriage; and (3) the widowed. (The words "perfect" and "impcrfect" leave much to be desired since they could easily imply unfavorable nuances of meaning; but, at any rate, the distinction is clear.) Chastity is distinguished from virginity in that the latter implies bodily integrity or at least the absence of any voluntary and complete exercise of sexuality. Virginity is a virtue when it is preserved for a praiseworthy motive; for example, for the sake of the kingdom of God. Thus understood, virginity is irrepffrably lost by sexual pleasure voluntarily and completely experienced whether legitimately (within marriage) or illegitimately. It is not lost by the rupture of the virginal membrane (hymen)--this can happen in many different ways (for example, surgical operation, hormonal treatment, horseback riding, and so forth); nor by sexual pleasure involuntarily experienced (for example, involuntary orgasm); nor even by bodily violation un-dergone against one's will even if this should result in pregnancy and the birth of a child. The sole criterion of virginity's presence or absence in an individual lies in the presence or absence of sexual pleasure voluntarily and completely experienced. Consequently, when we equate virginity and religious chastity we are speaking in an ideal rather than in the technical sense, at least usually. Virginity in the strict sense is not required for religious profession. The widowed are eligible for profession as well as those who have had sexual experience outside of marriage whether volun-tarily or involuntarily. It is sufficient that one who has had sexual experience give assurance of being able to abstain from every moral act contrary to consecrated chastity in the present and the future and without any extremely great tensions or disturbances. She must give evidence of being able to live a chaste life not only in deed but in thought and desire, for life, and with a basic calm and peace of soul. It is very important that these ideas be made clear to novices, that is, candidates who have not yet made profession of vows. It is possible that some may have had the habit of masturbation before coming to the convent. This should have been overcome for a suf-ficient period of time prior to admission. It is a sound psychological + + + Virginity VOLUME 24, 1965 837 C. A. $chleck, REVIEW FOR RELIGIOUS 838 It is because of this--that a person vows to preserve chastity perpetually, at least intentionally, when she sets out on the path of the religious life--that her practice of chastity is not just an amplification of the or.dinary virtue as would be true, for example, in regard to religious obedience as distinguished from ordinary obe-dience; no, it passes into the exercise and practice of another virtue, distinct from that of chastity, namely, virginity. Consequently, every act on the part of such a person whether this be positive--using one's womanly make-up, or affective faculties for God, or whether it be negative--rejecting the temptations of the flesh or re-principle that the habit should have been overcome in the same circumstances under which it was contracted and practiced. If the motivation to enter the convent has not been sufficiently strong to enable her to overcome her habit prior to entrance she has not dem-onstrated positive fitness. It is possible for it to disappear for a time only to reoccur later. See my The Theology of Vocations, p. 236, foot-note 329, for further discussion of this case. It is also possible that a candidate may have been guilty of sin with another at some time previous to entrance. If she has repented and emotionally adjusted, there is no reason for her not continuing on in her vocation. If the effect has been negative, however, the answer would be much different. A single experience of this nature could leave a lasting mark on her personality and fill her with feelings of guilt and unworthiness which an entire lifetime could not expiate. She may be entering the convent with the expiation of her fault as the predominant motive for coming. If she does enter, she will be constantly reminded in unintentional ways that she is not a virgin; and every exhortation concerning the spiritual beauties of virginal union with Christ will only serve as a fresh reproach to her. It is possible that she would continually feel inferior to her fellow re-ligious, no matter what her other talents and contributions would be; and she might ultimately come to feel that she does not belong in religion at all, especially when she experiences the crises which we mentioned above. Her sin will ever stand between herself and Christ. If this were the case, or if this would seem to be the likely eventuality, then she should not attempt religion--not because of her initial fail-ure, but because of the effect of this experience on her personality. Finally, if her chastity were violated against her will, it is possible that this could have caused such a traumatic experience as to leave a lasting mark on the girl's personality. This could very easily inter-fere with an easy and calm living of the religious life. It is because of all this that it seems most desirable that the person entrusted with the formation of the novices and postulants, while avoiding any undue curiosity or scrutinizing questions or demand-ing any manifestation of conscience, be able to know the position of the candidates in regard to chastity. This refers not only to moral lapses and temptations but to the whole mass of attitudes, memories, thoughts, imagination patterns, and so forth so that she may be able to help the novice make a correct judgment regarding her sexual maturity in reference to the vow of chastity. If this information is made in confidence, and it usually is, obviously this could not be used in making a decision for or against admitting to profession. But the novice mistress would be able by working with the girl to bring her to see that she does not have the proper qualities for this voca-tion and that she would be much happier in following another walk of life in seeking Christian perfection. The girl herself would then withdraw of her own accord. nouncing certain pleasures (genital,. emotional, and spirit-ual proper to wifehood and motherhood)---has a special excellence about it which it does not have (objectively, at least) ~nd cannot have in one who has not vowed her chastity completely and perpetually (at lea~t inten-tionally) to God. It is for this reason, perhaps, that St. Bernard remarked there, could be no more evident mark of the celestial origin of this vocation; for by it one re-tains while here on earth a resemblance to a purbly spiritual creature in a material world. The Aims of Virginity Proceeding to the aims or goals of virginity, it would seem that any analysis or study would point up the following: (1) it brings about a more perfect freedom of spirit; (2) it enables one to arrive at the closest possible union with Christ; (3) it introduces one into the eschato-logical life of eternity; (4) it effects a perfect holocaust of a human being to God; and (5) it brings about the pey-fection of fruitfulness or motherhood in the case of the religious woman. Freedom of Spirit One of the aims of virginity is to create an independ-ence of spirit from those things which render the per-fect and total service of God difficult. This was clearly pointed out by St. Paul in the famous passage to the Corinthians where the subject of virginity is treated along with marriage.~1 For if one desires to practice virginity, it is so that her heart will not be divided. On this score, of course, we must be cautious. We are not to understand that the whole married life cannot pos-sibly be sanctified. No, marriage between Christians has the power of sanctifying all that is corporal, and, in a sense, to transform the whole of the two persons thus related as Christ to the Church even to the very depth of their life of the flesh. It is a profound form of earthly sanctification such that even the most instinctive and spontaneous bodily reactions of man and woman are sanctified and can become, are meant to become, a com-munion of charity between them. Thus, conjugal love is not at all a stranger to Christian perfection or love, nor does it contradict it. Quite the contrary. Marriage is ordained to manifest or express and realize on the body level both the gift of self demanded by true love and the union of souls already expressed and begun by the physical union. In surrendering her body to her husband the wife realizes an abandonment of her whole being that has no equivalent in the realm of corporal realities. 11 1 Cor 7. ÷ + + Virginity VOLUME 24; 1965 839 4. 4. 4. . A. $chleck, C.$.C. REVIEW FOR RELIGIOUS 840 The domain of sexuality constitutes the physical center as well as the corporal sign of what is most intimate, most secret in the person. On account of its purpose as the source of life and as a result of its determinant action on the whole person with whose organism and psychism it is imbued, sexuality occupies a unique position which makes it penetrate to the heart of the mystery of the human person where the meeting of the carnal and spiritual spheres is accomplished. Thus, in surrendering to her husband the right over her own body on the level of sexuality, the wife recognizes an analogous right over her soul. She reveals and gives to him her most profound and personal possession, what constitutes her a different and distinct person from any other. She shows and en-trusts to him the secret of her being that modesty makes her up to this time and will continue to make her hide from all others. Thus the gift of her body signifies and realizes the gift of her soul or rather the gift of her entire person. Among human beings there can be no more total gift; for even the greatest friendship between non-married persons abstains from all communication on the level of marital sexuality and leaves intact this re-served domain whose sharing would perfectly complete the great intimacy already created.12 Enjoying full satisfaction on the genital and emotional levels, the wife does not stop at the lower pleasures and joys but tends with all her strength toward the highest spiritual pleasures and joys. This expansiveness is the fruit of the mutual love that husband and wife bear to each other. The woman finds an answer to the needs of complementarity that she feels within herself, for she finds in her husband the virile qualities that she sought in order to favor the full development of her specifically feminine qualities. At the same time she enjoys the satisfying consolation of bringing to her husband the feminine part that is lacking in his manly qualities. This is the ideal, of course. But because we are crea-tures existing under the economy of sin and redemption, a redemption which is not complete while we make our exodus to the Father, a redemption which still leaves certain weaknesses within our composite of body-soul, a most intense kind of asceticism is necessary to bring into the pattern of holiness and virtue proper to Christ and the Church all the details of the activity of the flesh that is proper to marriage. The soul has to be possessed of as great a depth of intensity as the body, if the freedom and joy and the constant growth in holiness which is meant to characterize Christian marriage are actually to ~ See A. Perreault, "A Factor in Natural and Spiritual Progress," Religious Chastity: Its Conditions (Ottawa, Canada: Canadian Re-ligious Conference, 1963), p. 65. be experienced. The division which is felt and which exists within the human composite and person as a result of the existence of concupiscence or the law of sin within our members is profoundly felt even in Christian marriage where the life of the flesh is lived to its human completion and usually with the greatest intensity. Thus, while it is true that Christian spouses can see the beauty of their union of life and love as a gift from God and while they may vie with each other in seeking Him through each other, desirous of rising above the genital and emotional spheres by integrating them in order to see God in the development of their spiritual life, very small is the number of those who actually attain the full realization of their marriage as blessed by God. No matter how much the will of one who is married be-longs to God, still the heart is no longer His alone. This has been rather clearly indicated by the late Pius XII in an address given a year before his death: Even though marriage is a true sacrament, one of the seven sources of grace instituted by Christ Himself, and even though it involves a mutual offering of one spouse to the other and cements a real union of lives and destinies, still there remains something that is held back, something that is not actually given, or at least, not wholly given. Only virgin souls can make that offering of self that for other souls is an unattainable goal. For these (virgin souls) the first step of their ascent to God is their last step (that is, definitive) and the end of their ascent is at once a lofty peak and a profound abyss.1~ Because the unity of aims is difficult in the married state, virginity acts as a reraovens prohibens or a condi-tion or climate of life that removes obstacles to greater nnion with God and to a greater service of humanity. It is the vow of virginity that establishes one in heart and soul, or in one's whole person, and definitively, in what might be termed supra-human solitude, such that perfect purity and liberty of heart is brought about enabling one to give oneself entirely to the love of God and the consid-eration of divine things and to the service of the com-munity of man. Consecrated virginity is the concern of the human soul that is illuminated by a special grace. For the virgin of Christ is not only obliged to preserve her virginity of heart and body until she marries, but forever, and this by a ~ompletely free and irrevocable decision consciously and joyfully embracing all that this entails on all levels of her being. It is because of this free and irrevocable decision that the consecrated vir-gin is set apart from all other women who though they may be virgins, still have not ratified or confirmed as Pius XII, Address to Nursing Sisters, April 24, 1957; English translation, The States o[ PerIection, ed. G. Courtois (Westminster: Newman, 1962), p. 288. + ÷ + Virginity VOLUME 24, 1965 841 C. A. Schleck, C.S.C. R~VIEW FOR RELIGIOUS 842 this status by vow, which implies a permanent proposal (at .least as far as one's present intentions are concerned) to belong wholly ~nd entirely to God. Only faith, of course, can accept the fact that the grace of vocation, the grace of virginal love, includes the grace .necessary to sublimate all the energies o{ nature. It is this grace of virginal love that must make present in the woman consecrating her life to God a balance .similar to that which is given man and woman through conjugal love raised by the grace of matrimony. Perhaps without entirely nnderstanding how this grace succeeds in bring-ing about this balance of nature and its secret inherent powers in the consecrated virgin, we have to admit that her special grace by an action different from that of the gr.ace of marriage makes it possible for her .to reach a development of her person, even human, that is even more profound than that realized in and through the activity of marriage.14 It is in this way that virginity transcends the division o{ our human personality which is necessarily implied in marriage, even though this be sacramental. Here we must be cautious, of course. We do not mean to say that concupiscence and the difficulties of the flesh, the spon-taneous movements and impulses .of the genital and emotional spheres of sexuality are not felt or experienced by one who has t~ken or made the vow of' virginity. What we mean to say is that these things are objectively transcended even though they may be subjectively felt. For virginity implies objectively or by way of a firm and irrevocable decision the renouncement of the sources from which this division within the human, person and the human heart normally proceeds, that is, the con-cupiscence of the flesh. What the married person and her husband must gradually attain through the grace Of marriage--the spiritualization of the flesh--the virgin accomplishes once and for all by entering upon her state of life.1~ Virginity, then, must be seen as a pref-erence of love for a person. It is the turning away from one form of charity only to assume a higher one. Thus it is without any real meaning if it does not denote a _deeply personal love, the decision, firm and stable, to remove from all men the personal mystery of oneself and to open this only to Christ.4n a* See my The Theology o] Vocations, pp. 340-3; and the ~ppendix of my The Sacrament o] Matrimony: d Dogmatic Study (Milwaukee: Bruce, 1964). ~ R. Gleason, s.J., To Live Is Christ (New York: Shecd and Ward, 1962), pp. 126-7. ~o Here we should note that ~narriage also has a way of leading people to a deeper understanding of the excellence of virginity. The disappointment that is inevitable in all human relationships and encoutaters, the apparent or even real inability of the other to return The Closest Possible Union with Christ A second aim of virginity is that it serve to bring about the closest possible union with Christ. This aim, I think, is much more evident and visibly manifest in the case of the virgin vowed to Christ than in the case of the man. We know that the union of the soul with God, both as described in the Old Testament and in the New, has been often and most strikingly proposed as like that which exists between man and wife, such that a human person is likened to the Spouse or Bride of Yahweh or Christ.17 It is obvious that though every person is spiritually able to become the bride of Christ, yet only the woman is able to signify externally and visibly this bridal theme of man's union with God or this marriage which every Christian contracts in the depths of his person by his introduction into the life of grace. Only the woman can be naturally a bride. It is because of this that the reception ceremony of the man and woman is pictured under different external rites. The man is said to die to the world and to rise with Christ; he is said to become a new man in Christ. The woman on the other hand, even though she enjoys the application of this same paschal the love that has been given, leads one to look beyond human love and beyond the human lover for the perfect lover who is Christ. When one falls in love, he or she soon learns through the comparative fail-ure of the other person to provide perfect happiness that this can only be had in Christ. There is a time in all human love when one feels that everything, the whole glory of creation, is summed up in one person. But there comes a time when this feeling passes; and its passing can be a danger unless the individual has learned that the whole of creation, even the person who at one time or another seemed to sum up all its glory, is merely the expression of Him who made these things. Not all marriages are perfect; and the half-returned love, real or apparent, that is only too often the case in marriage is one of the keenest forms of participation in Christ's passion and cross. No human creature can satisfy us, but only God. This does not mean that love in marriage can never bring us peace. It means that there is no peace in love in marriage unless it is the love of God in the other. It means admitting that love can never be completely peace-ful because we never completely love the other in God. Consequently, marriage also has a way of leading one to the intuition which is often given to the one called to virginity: the values offered in human love, when this is supernaturalized, are still inferior to those which are offered to one who gives herself to an immediate union with the Lord. This latter is the anticipation of the life to which every human being will one day be called. Even marriage requires the spirit of virginity; this consists in an interior attitude of attachment and love for Christ which must penetrate into one's entire life. This is diffi-cult in marriage. It takes a long time even for the virgin consecrated to God. And it is acquired by her renouncement of natural affections so that Christ can become her unique love. 1~ For example: Hos 2:19 ft.; 3:1 ft.; Is 49:14-5,18,21; 50:1 ft.; 51:17 ft.; 52:1 ft.; 54:1-10; 60:1 ft.; 61:10 ft.; 62:2-4, 10-2; the entire Canticle of Canticles; 2 Cur 11:1-3; Gal 4:21-31; Eph 5:21-32; Mk 2:18-20; Mt 22:11-4; 25:1-13; Jn 3:22-30; 2:1-11; Ap 6:1-17; 19:6-10; 21:2-27; 22:17. + + ÷ Vlrgln~ty VOLUME 24, 1965 843 ÷ ÷ ÷ C. A. $chleck, C.S.C. REVIEW FOR RELIGIOUS theme, is usually said to become the bride of Christ. It is for this very reason that the ceremony of reception and/or profession is couched in terms of a nuptial or marriage ceremony. It is this very fact which shows the true sublimity of the virgin's decision. The veil which she receives at that time is not merely nor even primarily meant to conceal her from the indiscreet gaze of the world or tO hide her with Christ in God. No, it would seem to be primarily a sign of her innocence, of her virginity, of her belonging exclusively and perpetually in a virginal marriage relationship with Christ. For a girl wears a veil only at a time which has some relationship with union--such as first communion, marriage, or death. Of all w6men only the consecrated virgin has tradition-ally from the very beginnings of Christianity worn a veil so that the remembrance of what she has done by her consecration might never leave her mind or heart, that she as well as all others might find in her something sensible and visible, tangible or perhaps better, sacra-mental, to remind them of the spiritual reality which takes place deep within her at the moment of her dedication to the Lord. While all religious of both sexes are obliged to give themselves entirely to Christ, still the sacramentalism of their surrender is not exactly the same. They do not and cannot evoke the same image-symbol. Man evokes the death-resurrection symbol of the paschal mystery or baptism. Woman evokes the bride-symbol mentioned by St. Paul: "He would hallow i.t, purify it by bathing it in the water to which His word gave life, he would summon it into his own presence, the Church in all its beauty, no stain, no wrinkle, no such disfigurement; it was to be holy, it was to be spotless . " "I have betrothed you to Christ, so that no other but He should claim you, His bride without spot." is Thus the woman's role is one of willing submission to man. And the virgin's mission in the Church is to be given up wholly and entirely to Christ, to play the way of the interior life of union with Christ. To sacramentalize what is hidden is a kind of paradox; but it is the paradox of the vocation to vir-ginity dedicated to Christ. All must give themselves to Christ and must belong to Him as Holy Chnrch belongs to Him. But only the virgin, because she is a woman, because she can be naturally a bride, is able to evoke the image of perfect surrender to life in and for Christ and to make it something lovable and attractive. It is in this way that the virgin attempts to live out her own baptis-mal consecration in all of its visibility; for virginity is seen as a sign of liberation from possession by the tem-poral and of consecration to what is eternal or what is ~s2 Cor "11:2; Eph 5:26-7. above. And the virgin is a living, existential sign or sacrament of what Christ has done for us (liberation and consecration) and what humanity must do in return-- voluntary and spontaneous surrender by way of eternal faith and fidelity and love to Christ. The undividedness or singleness of purpose which we find in religious women goes far beyond that which is proper to creature and Creator and even beyond that which is proper to son and Father. It is one that re-sembles the union existing between lover and beloved; virginity is meant to bring about an intense community of life and love, of interests and desires such as is effected by marriage. It is for this reason that the vow of virginity for the fathers and scholastic theologians was equivalent to the .promise to seek perpetually the perfection of the spiritual marriage which is signified in the reception cere-mony or in religious profession when made by .a woman. Like marriage itself, the promise or vow of virginity is meant to have a permanence about it, one that is even greater and more sublime than that signified by an earthly marriage, since it perdures not only in this life but also in the next where it reaches or achieves its fullest realization. In a sense, of itself, virginity is indissoluble--because it is marriage with God. If it is soluble this is only something accidental to virginity; it comes from its earthly condition. It comes not from the bond itself, but rather from some deficiency on the part of the person making the vow. For it is just as easy to fall from the perfection of our engagement with Christ as it is to fall from the perfection of charity itself; in fact, much easier.Just as God permitted or indirectly al-lowed the Jews of the Old Testament to practice divorce, ob duritiam cordis, on account of the hardness of their hearts, until the time of the coming of Christ, so too does He allow a dispensation or dissolution of the vow of vii:ginity, ob duritiam cordis, on account of the weakness of man, until the law of the New Testament opens up into the law of eternity itself where there shall be no marrying or giving in marriage. Thus, the solu-bility of the bond of virginity vowed to God comes from the weakness of man in the face of the perfection of heaven. Both marriage and the religious sister's gift of herself to Christ signify the union of Christ with the Church, but in different ways. Christian marriage not only sym-bolizes the union of the Church with Christ but renews and re-creates it as the Mass does Calvary. And it does so in reference to its visible and tangible fruitfulriess. May we not say that the profession of the surrender of the virgin to Christ renews and re-creates the union of Christ with His Church with regard to the immaculate- Virginity VOLUME 24, 1965 ÷ ÷ ÷ C. A. Schleck, C.$.C. REVIEW FOR RELIGIOUS ness of this union, its purity and innocence? Why it is not a sacrament is perhaps because this type of union, an immaculate union, is proper to eternity where there is no sacramental economy, where all shadows and images and even sacraments give way to reality itself. Indeed it would seem that to place virginity in the realm of sacramental realities would be to derogate from its excellence and perfection. For it would then take it out of. eternity and place it in time. Direct and immediate marriage with Christ is a state proper to fully realized eschatology and, therefore, does not demand any sacramental sign. It is the state of the bride of Christ in termino, not in via; and in termino there is no sacramental system. If the wife in Christian marriage is said to be the body-person of her husband as the Church is the body-person of Christ, then a fortiori the Christian virgin en-joys a similar relationship; her body-person is His body-person; and He cherishes her as He does Himself, for her union with Christ is nothing other than Christ loving Himself. From this it should be clear that virgins have as their reason for existence the making tangible of the perfect virginity of their mother the Church and the sanctity of her intimate union with Christ. They are those who reject the practice of marriage and yet love its mystic significance.1° ~ Roman Pontifical, Ceremony for the Consecration of Virgins. It has been the rather common conviction of the members of the Church that the reality of the Church needs a "typical" or representa-tive figure, or icon, even though she is so close to us that it is in her that we live and move and have our being. The Church is in some way visible to be sure, even physically, yet she is also remote because in her visible form we cannot touch her inmost reality. What we see and experience in her visible existence is quite fragmented. Both her invisible spiritual meaning and core and the totality of her external unity call for a "type" to personify her and make her present to us. I think that this should be recalled when there is an investiga-tion of the usefulness of the religious habit for women. The religious habit, especially for the woman, is not quite so accidental as some would make it out to be. It pertains very much to the sacramentality of the religious woman's mission or service or apostolate to the Church as the marches at Selma, Alabama, quite clearly showed. I wonder whether endugh attention has been focused on the prin-ciples that should guide any and every thought of change in this regard. These would seem to be of three orders: (I) the pronounce-ments of the Holy See; (2) the purpose of the religious habit; and (3) the circumstances of modern times. As far as the pronouncements of the Holy See are concerned, they are rather moderate. Pius XII spoke on the subject twice, in 1951 and again in 1952: "The religious habit: select one of such a kind that it will be an expression of the inner character, of religious simplicity and modesty; then it will be a source of edification for all; even for modern youth" (Discourse to Teaching Sisters, September 13, 1951). "In this crisis of vocations be watchful lest the customs, the way of life, or the asceticism of your religious families should prove a barrier or be a cause of failures. We are speaking of certain usages which if they had once a certain sig-nificance in a different cultural setting, do not possess it nowadays. The two states, marriage and virginity, are not at all opposed to one another. Rather they overlap. Virginity They are such that a young girl, who is genuinely good and coura-geous, would find them simply hindrances to her vocation. In our exposition on the subject last year, we gave various examples. To re-turn to the subject and say a word on the question of dress: the re-ligious habit should aways express consecration to Christ; that is what everyone expects and desires. For the rest, let the habit be suit-able and meet the requirements of hygiene. We could not fail to express our satisfaction when, in the course of the year, we saw that one or other congregation had already taken practical steps in this regard" (Address to Mothers General, September 15, 1952; a glance at the picture of the audience would have shown that while there were some modified habits, they all had veils or bonnets and were ankle length!). On September 8, 1964, Pope paul VI in speaking to a group of religious women at Castel Gondolfo remarked: "Here we come to the third reason for our spiritual joy in this meeting. It is that of noting your number and your fervor, that there are still today pure and strong souls who thirst for perfection and who are neither afraid nor asha~ned to wear the religious habit, the habit of total consecration of one's life to the Lord." As far as the purpose of the religious habit is concerned, two have been marked out in papal documents: simplicity and modesty, and consecration. It is true that even modern dresses or uniforms would fulfill the requirement of modesty and simplicity. But would they express the consecration and the representation of inner character and mission on the part of the sister--which is bridal certainly? And this symbol of consecration, and of representation was something that Plus wished to be retained and that Paul was happy to see in the religious to whom he spoke. It is on this score--the sacramentalism of the religious life that there is too little consideration today. The religious life is meant to be sacra-mental, that is, a visible expression of (a) poverty and detachment (the bride of Christ in poverty), (b) of obedience (the obedience of the Church to Christ), and (c) of virginity (of the Church's bridal relationship with Chris~, of the final destiny which every human being is to have bne day with God). This relationship can be shown visibly only by a woman as we have mentioned in this article. As a religious sister, it would seem that she has the duty of more publicly or visibly proclaiming this theme to the world than the member of a secular institute or a woman living a consecrated life in the world under private vows. It would seem that she should be the incarnation of the complete eschato!ogical destiny of the Church and of each member of the Church. Since only a woman can symbolize or sacra-mcntalize this bridal theme and eschatological destiny of the Church, wonld it not seem only right that she should perform this mission and function for the People of God, especially today when there is so much loss of the sacred? The objection might be raised that men do not wear their habits in public; why should women wear them then? I think this is rather begging the question and fails to realize the profound difference be-tween man and woman, a difference that is expressed especially in reference to their clothing---or at least should be. Man differs from woman as prose from poetry. And prose is word-sign; whereas poetry is image-symbol. Prose expresses things rather drably in comparison with poetry which offers us a rather unique medium of expression-- symbolic--in which the transcendent becomes immanent. The value of poetry would seem to lie not so much in itself as rather in what it enables us to be. It is profoundly evocative and generally has the ability to bring out a mu~h more engaged response than does prose or the cold reality. Similarly, the clothing of women is much more evocative (I believeI) and tends to bring about a much more engaged ÷ ÷ ÷ Virginity VOLUME 24, '1.965 847 + ÷ ÷ C. A. Schleck, .$.C. REVIEW FOR RELIGIOUS 848 goes all the way along a road on which marriage stops at the hallway mark. Consequently, virginity is situated along the same line of li[e as marriage, though much further on. It transcends the earthly state of the magnum sacramentum spoken o[ by St. Paul.2° And it attains directly to the actual substance of the eternal marriage of the Church with Christ. That is why true marriage [or the fathers of the church was always the marriage of virgins with Christ or that of the human person with the Word of God made flesh. Christian marriage is held to be merely a counterpart of this in the temporal and material or physical older. Thus, to their minds, and it would seem that they are quite right in this, it is the marriage of virgins with Christ that acts as the type according to which earthly marriages are to be modeled, not vice versa. The most glorious thing about marriage is that it can be a sign or symbol of the spiritual mar-riage between Christ and His Church. Yet human mar-riage is not the most perfect symbol of the espousal between these two. It is the virginal espousal that pro-vides a better figure or image, therefore sign or sacra-ment, of this union, since the bridegroom of the virgin is not a human lover, but the Church's own bridegroom, the Lord Himself. The necessity of deepening this conviction for the per-son who has undertaken this way of life in the Church can also be seen from another approach to the meaning of virginity. The virgin must expect to be deprived of response than does the clothing of men. As someone has put it: "Everyone knows that packaging does make a lot of difference." These same observations are just as applicable to the religious woman and the clothing that she wears before the world. Finally, as far as the circumstances of our own day are con-cerned, these would have to be scientifically evaluated. If it could be proved (not just stated categorically as has been the usual pattern) that the religious habit of women is a definite obstacle to many vo-cations, and if it could be proved that both the faithful and the non-members of the Church ]or the most part are opposed to religious wearing habits in public, and if it could be proved that the nun's habit is a definite obstacle to ecumenism, at least for the majority of non-Catholics, then perhaps we should consider the possibility of some change. I am speaking here of the United States, since it would seem on the principle of territorial government that decisions of this nature should be the prerogative of the territorial hierarchy upon consultation with those who are involved. What I am personally afraid of is that an attitude or a stance which is hostile to the religious habit of women is being engendered by an unfavorable press. Often the press does not merely reflect the thinking of the people; it rather creates it, giving the impression that its statements reflect the ma-jority opinion and can be scientifically substantiated whereas often-times this is not true. Becanse of panic and perhaps the deep feminine desire to be accepted, quick changes are made which are deeply re-gretted within a few years. As the Gospel has it, the last state is worse than the first. ~o Eph 5:32. certain delights that only a wife can enjoy. Yet the genital sphere in her will continue to be the seat of im-pulses that will occasion the appropriate responses in her emotionality. Confused feelings can emerge from her nature arousing vague desires for some activity that would relieve the increasing tension. Images can grad-ually take shape demanding an eager and often anxious curiosity. An inexplicable and stubborn need for affec-tion may give rise even to a nostalgia which can make one experience deeply the effects of loneliness that might not have been suspected up to this time. In short, in the sexual spheres of one's personality there might very well appear with variable clarity and intensity a whole world of human warmth that is normally promised to the wife but from which the religious sister feels herself forever excluded. Or else if the meaning of these psychic phenomena does not reach the surface of consciousness, they can create in the emotionality a rather heavy at-mosphere that weighs down the impulses and slows down the activity of the spirit, at the same time as it brings on a rather indefinable uneasiness. The only thing ca-pable of maintaining proper balance at these times is the conviction in faith of what we have just described above, the virgin's spiritual or mystical marriage with Christ. Just as the active and loving presence of a woman's husband multiplies the energies of her being, so too the spiritual resources of the virgin will be continually in-creased by her faith's conviction that she is the object of God's incomprehensible love, by the certitude that she will never be abandoned by Him, and by her trusting sur-render to Him that is inspired by her love for Him. Virginity Introduces One into the Eschatological Life of Eternity From what we have just seen of the life of virginity as a direct marriage of the virgin with Christ, rather than an indirect one through some intermediary who repre-sents Him, it should be quite obvious that virginity in-troduces her into the eschatological life of eternity. Thus its meaning of undivided belonging to Christ in marital relationship is aimed at portraying to the whole world the end of time. There is a common desire on the part of the entire Church to see what a person in eternity, in vision, will be. It is in the virgin's vocation and in her person where this longing and desire ought to be satis-fied and sacramentalized. For her vocation is meant to manifest or make constantly visible for all to see the fact that the fulfillment of all history will be realized with the resurrection of the body. She reminds us that the Christian life here below has not yet reached its final term. It must always strive toward the future and ÷ ÷ Virginity VOLUr~ ~, 849 C. .4. Schlecl~, REVIEW FOR RELIGIOUS 850 can never install itself in the temporal or in-human his-tory in such a way as .to disregard its future term. In fact just the opposite. Consecrated virginity has as one of its first services to the People of God to keep before their eyes the awareness that there is a wofld of realities which lies beyond the present one. It is an anticipated realization of the final transformation of the glory of the world to come inserting itself into our present situation. It is only on account of man's immortality that the risen person need no longer procreate. For the life of the res-urrection is not a life in flesh that is,doomed to die. It is, rather,,a life in God, in Christ; it is the life of man in the Spirit, loved in a body that is transformed by the divine doxa or glory. Hence the functions of the flesh become useless; procreation loses its meaning, which was to make up f6r the ravages of death. The virgin shows by her condition that such a life has already started for the Church. She testifies or acts as a witness by way of symbolized anticipation of the deliverance of the body of the flesh. She proclaims to.all that it is in Christ that man escapes the clutches of death and lives in the Spirit. Thus she is a prophecy in-carnate of the truth that the world of the flesh will disappear and give rise to the world of the Spirit where the flesh will have no power, since this world knows only the fruitfulness that comes from and through the Spirit. She is a constant proclamation to the world that no'sal-vation is to be expected from the flesh. Thus, the virgins of the Church renounce worldly hope but only because they know by faith that the world has no hope to pro-pose. Yet in their apparent loneliness they prophesy and announce and already themselves enjoy by way of special vocation and anticipation in faith the eschatolog-ical vistitation of the Spirit. It is foi: this reason that all persons, even the greatest of sinners, love to see especially in a woman the inno-cence of virginity. An immaculate life is always freshness and poetry and always a joy and enthusiasm and charm that has the power of conquering the so-called uncon-querable. It is because the life of virginity is eschatolog-ical that the virtue of virginity is called the angelic virtue and the state an ~ngelic way of life, for it seems to be a way of liv.ing that is proper to a nature that has bedn clothed with that incorruptibility and immort~ility which come only from the Spirit. Both the angel and the virgin are delivered from the necessit~ for marriage since both in a sense pertain to eternal life or to a life which shares in the eternali'now" of the community in God. From all this, it should be evident that among Chris-tians the life of virginity ought to be considered as th~ most perfect expression of the complete dependence of man upon grace. And of the virgin it can truly be said: "All is grace." For by a special act of God's predilection she is taken out of the ordinary task of humanity and established as a living sign of one whose redemption has reached not only to the soul but also to the body. For to be redeemed most perfectly is not a mere spiritual real-ity. It affects the whole of one's being, corporal as well as spiritual; it implies a necessary relationship with the body. It seems then that we are correct in concluding that virginity is a visible sign or sacramentalization of an internal attitude that ought to characterize every Chris-tian since our incorporation into Christ through baptism demands that we no longer live as pertaining to this world but with Christ who dwells in the glory of the Father. What the married woman does through an in-termediary the virgin does directly without the use of any intermediary; and in this way she shows that she is attempting the heroic, to live on earth as though she were already in vision, as though she were already cele-brating that marriage which is not temporal or passing but instantaneous and eternal. Thus the observance of virginity by some of the members of the Church is not the result or end product of fear, or panic at the ap-proach of some imminent disaster. It is rather an act of faith, hope, and especially of love. And the virgin is a living image of the salvation figure: that Christ has saved His bride the Church by immersing her in the laver of water in the word of life. He has made her die with Him and rise again; and at that moment He has united Himself with her as with a chaste virgin without spot or wrinkle, a bride dead to the flesh and raised to life in the Spirit of God. She is a sign, a constant sacrament or presence-in-mystery of the truth that salvation con-sists in marriage celebrated in death and resurrection; or, if you will, the virgin is a living memorial among us of the Easter mystery of the Church and of each of its members. She is meant to be a constant incarnation of the picture of the Church presented to us by John: "I saw a new Jerusalem and a new earth. And I saw the Holy City, the new Jerusalem, coming down from heaven, coming down from above, from God. She was adorned and beautified like a young bride ready for her husband. And I heard ~ voice from the throne cry, Behold the dwelling of God with men." 21 It is thus that the virgin lives already the life of the resurrected flesh and of the world to come, at least in an objective sense and in her heart. 22 Ap 21 : I-3. + 4- Virginity VOLUME 24, 1965 85! ÷ ÷ ÷ c. A. Schleck, C3.C. REVIEW FOR RELIGIOUS 852 Virginity Contributes to Our Holocaustal Offering to God In the total view of virginity we are meant to see not only the notion of self-denial and renunciation which is indeed there and not to be at all minimized in our approach to this way of life, but also another element, the oblation of person that is made directly to the Lord. By the act of her consecration to God, the virgin takes something, her love-life on all of its levels, and makes this holy or as we usually say consecrates this and then offers it as a gift to the One whom she loves. This she does as a sign or testimony of her personal gift to Him alone. Thus perfect chastity or virginity is not only the integrity and purity of body and soul; nor is it merely the renunciation of that aspect of the woman's make-up which gives to her human existence a deep and ex-pansive satisfaction; namely, conjugal love, wifehood, and motherhood. No, it is first and foremost a offering that is most acceptable to God. For the victims that are most acceptable to Him as we learn from revelation are those that are unblemished, undefiled, without stain. It was this thought that was often recalled by St. Ambrose in his preaching to the people of Milan: "You have heard, parents, that a virgin is a gift from God, the obla-tion of parents, the priesthood of ch~istity. She is a mother's victim by whose daily sacrifice the divine anger is appeased." =~ Even in the New Testament, then, per-haps even more so than in the Old, it is true to say that only on condition that pure and unblemished vic-tims be offered to God day and night can we expect that earth will be reconciled with its God. The virgin is there-fore a kind of sacramental continuation of the sacrifices and holocausts of the Old Law, and she is a sign and sacrament of the sacrificial offering of Christ to His Father and of the Church to Christ. She is one who has intentionally made her complete exodus or the total hand-ing over of herself to God. Perhaps it is because of this symbolism pointing to an interior reality that she, like Christ in reference to Mary, is begotten in the womb of a virgin, the Church, on the day of profession. Thus the holocaustal no~e involved in the voluntary acceptance of virginity is not so much negative (although this is surely there) as rather positive. It is the holocaust that is implied in the unconditional surrender, free, total, joyful without fear or torment, of one's person in loving return to God's love. By her consecrated chastity the religious belongs as totally to God as, indeed, more totally than, a wife to her husband. In the heart of the wife no other love can have as high a degree of intimacy = De virginibus, I, 7 (P.L., v. 16, col. 198). as that of her conjugal love; this is exclusive, that is, it excludes all love of the same degree or nature. And this same thing is true of virginal love also. This truth of virginity as contributing to one's holo-caustal offering or surrender to God was brought out rather beautifully by Plus XII in an addregs made to nursing sisters in 1957: It is a truth of faith that virginity is a higher state than married life because the virgin soul binds itself by the ties of complete and indissoluble love directly to God, or, more exactly, to the God-man, Christ Jesus. Actually, all that she has received from the divine goodness to be a wife and mother is offered up by her as a whole-burnt offering upon the altar of entire and perpetual renunciation. The virgin soul in order to be united to the heart of God, to love Him only, and to be loved by Him in return, does not advance toward Him by means of other hearts, nor does she long to converse with other creatures like herself. Nothing is allowed to intervene between herself and Jesus, no obstacle, no obstruction . Since you have been called by God through an ineffable design of His love to this state of predilec-tion, you ought to be in very deed what you are by right, whatever the sacrifice that may be required of you.~ Virginity Leads to the Perfection of Fruitfulness The end for which the vow of virginity is made or pronounced is the perfection of the Christian life, namely, divine love. This as we know has not only God for its object but our neighbor in and for God. Con-sequently, by the very fact that the virgin intends the perfection of divine love, she also intends this perfection according to its all-inclusive object. She embraces vir-ginity precisely in order to learn how to love and be allowed to love with a love that is much more embracing than that which is had by two persons related to each other in the state of marriage. The virgin's love is in-tended to assume the dimensions and depth of the love of Christ and that of the Church. It is much more universal and is given not to any limited number of persons or for time, but rather to many, even to all, and for eternity. This is not something that should appear so strange. For a natural desire implanted in us by the Creator is never left unfulfilled in anyone who is faithful to God's designs. And because it is part of our very nature to wish to communicate life as father or mother, God in calling the virgin to her vocation does not at all deprive her of this desire and innate yearning. Rather, He fulfills this in a most marvelous manner. I think that this truth can be seen in the case of the religious sister by likening her relationship with Christ to that which the Church enjoys =Address to Nursing Sisters, April 24, 1957; English translation, States o] Per]ecti6n, p. 288. ÷ ÷ ÷ lqrginity VOLUME 24, 1965 853 C. A. Schleck, C.S.C. REVIEW FOR RELIGIOUS 854 with Him in reference to her own virginal motherhood. This is presented rather beautifully in the liturgy of the Easter Vigil in the blessing of the baptismal font. As we know, the fathers often speak of the Church as being born from the pierced side of Christ on the cross, as proceed-ing from Him as life-giver, as the bearer of water and blood, which stand for baptism and the Eucharist. Thus the Church proceeds from Christ's side as bride and mother, as the new Eve coming from the side of the new Adam, joined to Him in His rising. And coming from Him she receives and communicates His life. She is flesh of His flesh and bone of His bone; she is His body-per-son in the most profound sense of this expression. Thus, it is always His life which she does and must communi-cate. It is this same Church which prays on. the night of the Easter Vigil that the Holy Spirit, the Spirit who proceeds from the risen Christ, by the secret infusion of His grace and light, might give to the font of baptism which is the virginal womb of the Church, the power to bring men to life in the risen Christ, that a generation of immortal and eternal children may rise from this spot-less womb, that she together with Christ through the power of His Spirit might beget the people of God. The Church that came into being on the cross is a mother: mother of the faithful, mother of those living the resurrection life. In God's plan Christ submitted to the sleep of death so that from the wound in His side the true mother of the living might be fashioned and formed. As our physical life is from Adam through Eve, so our resurrection life is derived from Christ, the new Adam, through the Church, the new Eve, our mother. This is the meaning of the action of the priest when in blessing the baptismal water, he dips the lighted candle (the sym-bol of the risen Christ) into the water. It symbolizes that Christ crucified and risen gives to the water the illuminating and life-giving power of the Spirit; it signi-fies that the baptismal font has become the immaculate womb of the Church, the bride of the risen Lord. Like Mary, she is intended to bear her children solely by and through the action of the Spirit of the risen Jesus. Something very similar is true in the case of the reli-gious sister also. That is why she is usually compared to Mary, the Virgin Mother, and to the Church, the im-maculate spouse of Christ. She is their sacrament or prolongation, if you will. Thus, virginity is a "yes" not only to being virgin-spouse, but also to being virgin-mother. The theme of virginity is allied to whatever is deepest in the human heart, and it lies at the .very genter of the Catholic Church. In consecrated virginity there is found one of those paradoxes so characteristic of the Christian life: "He who loses his life shall find it; if the grain of wheat dies, it brings forth much fruit."-°4 The role for which God has fashioned the woman, that of motherhood, is not only not annihilated through the perpetual practice of virginity, but it is brought to its highest and most perfect fulfillment and achievement-- because the virgin exercises her motherhood over a greater number of persons and with respect to the highest life possible for man, that of life in and with God. It is only in the virgin's conceptions that no sin is passed on to the offspring but only grace, only the life of God Himself, as is true of the conceptions of the Church herself. Hers then is a quasi-divine, maternity, something like that of Mary, and like that of the Church. The love which prompts virginity is not sterile; rather, it is essen-tially creative, because it is of the divine order. When the woman through her promise of virginity is assumed or elevated to this order, as the woman is elevated to the order of her husband through marriage, she is called 'to share most perfectly in the love of the God-man, in the creative activity of the God-man. Consequently, what she "creates," what she brings forth in and through her union with Him in virginity is divine or quasi-divine. We might say that it was the plan of God in the present economy of salvation to establish the communication of divine life upon virginity. For He Himself chose to become incarnate of a Virgin, He chose for His spouse a virgin without spot, and He manifested His special and preferential love for the virgin disciple St. John. More-over, we might note that in the course of history the strength and dynamism of the Church's life has usually been proportionate to the strength and vitality of the institution of virginity. Wheri that has suffered, so too has the life of the Church; and when this institution has been held in high esteem and flourished, so too has the dyhamic force of the Church. Seen in this light, then, the mystery of virginity in-cludes as one of its.highest perfections and its crowning glory, motherhood, such that the virgin who belongs to Christ can be likened to snow on a mountain top or peak whose purity and whiteness are constantly being supplied by an invisible divine activity from above and yet which is constantly melting under a warming action of God's love in order to bring life-giving water to refresh those living in the valleys below. It is in the institution of virginity where we find the highest activity and out-pouring of the woman's nature. There is something that is. put into her life which cannot" come from herself, the ability to give life, the ability to be mother. By the vow of virginity the virgin does sever herself from physi-cal procreation; but she does this only in order to be "~ Jn 12:24. Virginity . VOLUME 24, 1965 855 ÷ ÷ C. A. Schleck, C~S.C. REVIEW FOR RELIGIOUS 856 able to enter ever more fully and entirely into the spirit-ual procreation of human persons into the life of God. She achieves her motherhood by communicating faith and by engendering men in faith. Thus, while the woman's profession of perpetual chastity consecrates her to a life of perpetual virginity and physical barrenness, it also consecrates her and blesses her for a participation in the universal and immaculate motherhood of the Church throughout the entire world. Her procreative activity is not static; rather, it is dynamic and constant, occurring whenever she turns to Christ which is always and surrenders herself to His every need and request-- the poor, the neglected, the homeless, the sick, the unwed mother, the ignorant, the aged--wherever human need asks for a response. The woman who is called sister by all others is mother in the full sense of the word-~be-cause her every activity has become a form of motherhood nurturing Christ in those persons who form her family in God. Her loving care is for the holy children whom she has conceived by the action of the Holy Spirit; for them is the warmth of her loving concern and her maternal interest and love. To be pure and untouched and wholly belonging to God and yet to be mother is the unique marvel of the mother of God in the physical order and of the Church in the spiritual. But this lies also at the very heart of the vocation to virginity in the case of the woman. It is only in this way that she can continue in her own existence the function and role and mission and aposto-late of Mary and the Church--to teach the world that only a virginal motherhood is compatible with a divine motherhood. Consequently, the phrase which the Church in her liturgy applies to Mary type of the Church can also be applied to the consecrated virgin: "Having the honor of virginity, you also have the joy of mother-hood." 25 This does not mean that the life of perpetual virginity does not have its difficult moments when the person so committed feels the renunciation involved in giving up all hope to physical motherhood. But this is part of her God-given vocation. "He who wishes to follow me let him take up his cross and follow me." While the cross stands as a symbol of triumph it also stands as a sign of suffering and love. With her Lord the virgin has chosen suffering and silence and suffering in silence. For she knows that it is only at the foot of the cross that she, like Mary and like the Church, will be enlarged in heart and mind to mother the world for Christ and unto Christ. She freely and lovingly accepts the crucifixion Antiphon [or First Vespers of September 8. implied in her renunciation of motherhood so that she like the Lord can bear about in her body the death of Jesus, the death that works life in man. It is in the pain of renunciation that the ~;irgin begets her spiritual children. It is extremely important that the crises involved in this renunciation be faced before the commitment is made. For there are shadows in every life, in virginity or marriage to Christ as well as in marriage to man. As a matter of fact, the virgin may actually experience more depressed hours when life seems fruitless and empty than her married counterpart in the world. The basic need for maternal fulfillment will be felt. The reason for this is that the sexual instinct has not merely to be controlled and mastered; it must be made an integral part of the spiritual life. It is a mistake to think that the lofty ideal of spiritual motherhood can be achieved without travail and without periods of discouragement and disappointment. And it is characteristic at such times that renunciation seems overwhelmingly real, while fulfillment on a spiritual plane is so remote as to seem effectively non-existent. And then the virgin will be in-clined to think of the joys of family which she has re-nounced and may even be tempted to regret or seriously question her lifelong decision made previously. She should then recall that all motherhood, spiritual as well as, perhaps even more so than, physical, is achieved only through suffering. Thus, her renunciation of physical motherhood is not something that she does once and for all by means of some formal resolve. She must constantly renew this commitment and gradually impress upon all the various levels of her personality her faith conviction in her spiritual motherhood in and through her union with Christ. It is only in this way that she can experience a sense of fulfillment that will parallel the fact of fulfill-ment with reference to this basic and natural need of woman. The proper attitude of mind is so important. For the way a virgin thinks about her life will determine to a great extent how successfully she lives it. Thus, sex iden-tification before embracing the life of virginity is essen-tial. For the sex role of the woman who dedicates her person to Christ is quite different from that of the woman who marries and bears children or that of the woman who anticipates doing these things. The virgin must accustom herself to think differently from the lay woman; and yet she must accept herself as a woman, as one having in God's plan who made her a woman, a definite sex role to play. She renounces the expression of sex on the natural plane, but she does not and cannot renounce her womanhood and consequently the fulfillment of her sexual role. In her sex is supernaturalized and eschatol-÷ ,4- 4- Virginity VOLUME 24, 1965 85'7 C. A. $chlech; C.S.C. REVIEW FOR RELIGIOUS 858 ogized, not excluded. Thus it is very important for her never to renounce her womanhood even subconsciously but rather to think often of herself as spouse and mother on the supernatural plane. The invitation to virginity is not simply nor primarily an invitation to a life of re-nunciation. It is rather an invitation to a life of unioa with Christ, a union which is spousal and maternal. The virgin can achieve her womanly fulfillment only if she succeeds in living this life in union with Christ. Once she realizes this truth and lives it and loves it, her life, like that of the Church after the Easter Vigil and that of Mary after the Resurrection, will become a quiet Alleluia, a gentle song of joy which meets the rise of day in the suffering night which we call time. Like the woman of the Apocalypse she will stand as a sign in the heavens, above the changing vicissitudes of time represented by the moon, and yet still in some way undergoing the pains of childbirth3G For the virgin of the New Testament like. the bride of the Canticle must still seek her Beloved and find Him in the night of faith.'-'7 Thus, while virginity is often associated with impo-tdnce and sterility, it is in reality associated with omnipo-tence and fruitfulness. It enriches the woman's capacity for love and for motherhood rather than diminishes it. There is a virginity about God the Father and God the Son and God the Holy Spirit. Never is man more manly nor woman more womanly than when he or she gives his or her virginity to God. I think that it is true to say that behind each of the active and contemplative religious women of the world there ought to be one single inspiration--the maternal love of the Mother of God for Christ and that of the Church for the Lord and for His Mystical Body. It is only where this spiritual reality truly shines forth in a religious sister that her vocation will become ti'uly attractive and serve to correct so many of the aber-rations'and sins which are part and parcel of modern life. For her fruitfulness is unlimited. It is as radiance emanat-ing" from her person, and those who app~'oach her will be embalmed with what Paul has called the sweet fra-grance of Christ.2s There will be always a kind of divine force that will ~o out from her to touch souls and to make them show forth the glory of her Spouse. From what we have just seen regarding the aims of virginity, it should be quite clear that virginity does have a very profound apostolic dimension. It is quite definitely ecclesial or Church orientated. It is extremely important that there exist within the Church as a service and Ap 12:1-4. Cant 3. ~s 2 Cor 2:15. mission or apostolate to it the profound and total con-secration of one who renounces all else so that she may know Christ and the power of His resurrection.29 Far from being out of commission or decommissioned, the virgin, by her consecration alone, without any added work of charity, is taken from the ranks of the faith-ful and commissioned for another task which has a profonnd ecclesial perspective. It is extremely important that she be convinced of this unwaveringly, since it will be very helpful in the resolution of the conflicts that she will often experience between her professional and re-ligious duties and obligations. Moreover, from a scriptural point of view virginity is undertaken or embraced by one as a special giving of oneself to the kingdom on God on earth as well as in heaven. It is seen to be a close personal bond with the Lord in apostolic service to the Church, such that the personal bond with Christ is seen also as a more intense bond of service toward the community of the brethren. Thus the woman whose capacity and forces are unfet-tered by the duties of generation remains totally free for the communication of the Father's love and totally free to be a sacrament of grace. It is not at all accidental that charitable works in the Church have been and are still being performed by virgins consecrated to God. For the personal bond with Christ develops of its own accord into brotherly love. And in this way also does the life of virginity fulfill a social mission with regard to the Church and especially with regard to married life: the virgin points out in her very existence the very heart of married life--the two-in-oneness opening up into dis-interested selLgiving. She has become one with Christ for the purpose of giving her entire life to His service as well as to that of the Church, His spouse. It is in this way that she proclaims not only that she wishes to see God but also that she is preeminently a daughter of the Church.a0 How simply all this has been stated by the fathers of the Second Vatican Council in the Constitution on the Church: Through the vows (or other sacred commitments similar in their own nature to vows) by which he obliges himself to the three evangelical counsels already mentioned, a member of the faithful is totally dedicated to God loved above all things with the result that he is destined to the service and honor of God by a new and special title. It is true that by baptism he is dead to sin and consecrated to God; however, in order that 'he might derive greater fruit from his baptismal grace, he decides to free himself by his profession in the Church of the evangelical ~ Phil 3:10. ~0See E. Schillebeeckx, O.P., "Priesthood and Celibacy," Herde~" Correspondence, v. 1 (1964), pp. 266-70. + + + Virginity VOLUME 24, 1965 859 ÷ ÷ C,. A. Schleck, .$. . REVIEW FOR RELIGIOUS counsels from the impediments which might keep him from the fervorof charity and from giving God a perfect worship; and he consecrates himself in a more intimate way to the divine service. This consecration will be the more perfect in propor-tion as stronger and more stable bonds provide a better rep-resentation of Christ who is joined to His Bride the Church by an indissoluble bond. Since the evangelical counsels, by reason of the charity to which they lead, unite those who take them to the Church and her mystery in a special way, the spiritual life of those taking them should be consecrated also to the good of the entire Church. Hence there arises the duty of labor--in accord with their capacities and the nature of their vocation and either through prayer or active work--to enroot and strengthen the kingdom of Christ in souls and to spread it everywhere. It is for this reason that the Church preserves and fosters the character-istic nature of her various rehgious institutes. Accordingly, the profession of the evangelical counsels ap-pears as a sign which can and should effectively influence all the members of the Church to be unwearied in carrying out the duties of their Christian vocatior~. Since the People of God do not have a lasting city here below but are seeking the one that is to come, the religious state, by giving to its members greater freedom from earthly concerns, also gives to all the faithful a greater manifestation of the heavenly goods already present in this world, not only witnessing to the new and eternal life won by Christ's redemption but also prefiguring the resurrection that is to come and the glory of the heavenly kingdom . Finally, in a special way it clearly points out the preeminence of the kingdom of God over all earthly things as well as the supreme imperatives it entails; and it shows to all men the supereminent greatness of the strength of Christ the King and the infinite power of the Holy Spirit that is at work in the Church in so wonderful a way.~ Finally, one other apostolic service which virginity serves to keep before us is the dignity and value of the human person. Like the solitary flower of the mountains far up at the fringe of the snow line, like the unap-proachable beauty of the poles and the deserts of the earth that remain forever useless for the service and purposes of man, the virgin proclaims that the creature has significance but only as a glow from the eternal ra-diance and purity of the Creator. Her inviolability which if it be purity always includes pain denotes a sacrifice that is the price for insight into the immortal dignity and value of the human person. The contemplative life which regarded from a religious angle gives service in evidencing man's final destiny in God, when humanly considered, means for the most part a lack of fulfillment. So too, the virgin by calling forth a complete release from every visible womanly fulfillment enables us to catch sight of the ultimate, the transcedental meaning of the human person. If it belongs to the mother to transmit man's history-making capabilities into a given generation,' sl Dogmatic Constitution on the Church, Chapter 6, paragraph 44; English translation, REVIEW fOR RELXG~OUS, V. 24 (1965), pp. 714--5. it belongs to the virgin to guarantee these capabilities of man as a person, to point to the "sublime significance and meaning and value of the individual person. In this way, the virgin is also mother. For her very virginity ren-ders a service to the race and communicates something extremely vital and important to the generation in which she lives. The Fruits o[ Virginity Virginity might be considered to be a special charism of the new covenant, just as is the visible activity of the Spirit of God, the Person of Love in the Trinity. And it points tangibly and constantly and. visibly to the superi-ority of the law of Christ over the old law. For the law of Christ is not written on tablets of stone but rather on the hearts of those who believe, who commit their persons totally to the demands of Christ. It is the law of the Spirit, breathing where He wills; it is the law of generos-ity, one that imitates and reflects that of Him who gave birth to the Church in the act of His complete surrender, His exodus to the Father. Virginity is an act of [aith in the significance of the paschal mystery which is the beginning of end-time for humanity. It is an act o~ hope because it can be undertaken only at the invitation of the Lord upon whose strength and assistance those whose hearts have been made large enough for this gift depend. But it is above all an act o~ love, because it indicates a preference of love for a Person or Persons who alone can fulfill the depths of the human heart's desire to love and to be loved. Thus love is perhaps the outstanding fruit which comes as a result of fidelity to virginity. The more pure a religious is in her life, the more faithful she is to Christ, the more clearly will He unite Himself to her in love. The reason for this is in reality quite simple. The more we think about a person, the more we begin to love him if he has attractive qualities. Since virginity is embraced precisely in order that one might think about the Lord, as Paul says, the more ought the virgin to love the person of the Lord, to possess Him and to be possessed by Him even though this be in the darkness of faith. Thus virginity by its very tende.ntial nature, is meant to bring about the fullness of divine love or charity. It is in this way that its observance enters into the theological order of things. Just as poverty, as we saw, was ultimately or-dered to the perfection and development of the virtue of hope, so too, the observance of virginity is ultimately ordered to the growth and increase of charity, thereby making its unique contribution to the trinification of the human person through faith, hope, and charity. It is in this way that the very nature of woman which is love (a personification of the essential and proper note of 4- 4- Virginity VOLUME 24, 1965 86! C. A. $¢hleck, C.S.C. REVIEW FOR RELIGIOUS 862 the Third Person of the Blessed Trinity) finds its most perfect flowering in the institution of virginity. As the virgin grows in love for Christ, her heart and her mater-nal dimensions will open and widen more and more; [or she will see more and more that her home is God, her children the world, and her possession and being pos-sessed personally, the peace of willing and complete sacrifice. In addition to this growth in charity through vir-ginity, several of the gifts of the Holy Spirit are also per-fected and made more operative in the spiritual life of the virgin. The first of these is the gift of understanding. The connection between virginity and this gift is indi-cated by St. Thomas when he remarks: "Pleasure fixes one's attention on that in which he takes pleasure. Thus, indulgence in the pleasures of the body causes one's attention to be firmly fixed on carnal things, thereby weakening his opera,tion in regard to intelligible things. The observance of chastity disposes a person quite well for intellectual operation." as The very nature of woman as we mentioned in the first of these articles includes the gift of intuition. And that is exactly the kind of knowledge that is given to one in and through the activity of the gift of understanding. In the case of men where we find logical operation predominating, we also find rather predominant the gifts of the Holy Spirit that are connected with reason. In the case of woman, how-ever, who is more intuitive, more spontaneous, and more instinctive by nature, we find the gift which corresponds more to instinct and feeling. It seems only logical to suppose that God would reveal Himself to woman in a way proportionate to her sex as a God sensible to the heart. Since the gift of understanding is closely con-nected with intuition, it would seem that woman pre-sents to the Holy Spirit a more connatural subject for His activity in relation to this particular gift. Was this not perhaps what our Lord meant when He said: "Blessed are the clean of heart, for they shall see God"? 8s Still another gift of the Holy Spirit that is deepened and made more operative through the practice of vir-ginity is that of wisdom. The more closely united to one another two persons are, the more intimately do they exchange the innermost secrets of their hearts; they do not consider they are revealing these so much to another person as rather to their other half. Consequently, it would seem that virginity, because it involves the perfec-. tion of love and the centering of one's entire affective life on God, opens up to the person making this com- ~ 2-2, q.15, a.3. ** Mt 5:8. mitment an availability for the knowledge-communica-tion of the Holy Spirit that comes through love. This is the function of the gift of wisdom--to dispose one for connatural affective knowledge. It is by the presence of this gift in her heart that the virgin can voyage far and wide into that world which for the majority of others lies far beyond the present one. And it is only on con-dition that she herself make this journey and make it often that she can truly return bringing back something of what she herself has tasted and seen. Finally, another effect or fruit deriving from the prac-tice of virginity is the increasing possession of something like or similar to the grace of Mary's Immaculate Con-ception. One of the purposes of the grace which is given to one consecrating her virginity to God is to establish a stance with regard to purity and the complete emancipa-tion from sin which this implies and also with regard to a certain fullness of grace, at least by way of availabil-ity. When God loves someone He pours or infuses into her a share of His own goodness and perfection. Since He loves the one whom He calls to virginity with a special love, it would seem that He makes available for her a rather special grace-communication. Just as Mary be-came filled with grace and communicative of it through the grace of her Immaculate Conception, so too the vir-gin's call by God is meant to communicate to her some-thing of this same gift; that is, a fullness of grace with respect to emancipation from sin and to mastery over sinful tendencies and with respect to gr~ice-communica-tion or to being a sacrament of grace. Like Mary she is meant to be pure and communicative of grace. Practical Suggestions With all this before you, Mothers, you might be wondering what practical steps you can take in order to educate your religious to an understanding of the vow and consecration of virginity. Without pretending to present any sort of exhaustive list of suggestions the following might serve to point out some areas where a start could be made. 1. Part of virginity as we mentioned above consists in the renunciation of the goods of marriage--the physi-cal, the physiological, the psychological, the emotional, the genital, and the spiritual values that are involved in wifehood and motherhood. Consequently, these things should be recognized positively and specifically for what they are. I might suggest that sometime before the novi-tiate all candidates have had a course in marriage; that is, the normal and complete course that would be given in the ordinary girls' high school. This should include or be completed by a course in anatomy and human physiol-÷ ÷ ÷ Virginity VOLUME 24, 1965 863 ÷ ÷ ÷ C. A. Schleck, C.S.C. REVIEW FOR RELIGIOUS 864 ogy as well as biology. Many o[ your candidates already have these when they come to you, but it should be made a mandatory thing for all seeking entrance to the novi-tiate. I do not mean of course that you are going to leave the matter at this. In juxtaposition to the course on marriage the lif~ of virginity and the values involved in it should also be explained, not as fully as in the novitiate and the later years of formation, perhaps, but in such a way that the excellence of virginity over marriage (ob- ¯ jectively speaking, o[ course, not subjectively) might be grasped. In the educ~ition to chastity two things are to be stressed: (1) the presentation of virginity in such a way that it be seen as perfectly capable of fulfilling the highest aspirations of the woman; (2) the establishing within this way of life, embracing as it does one's whole being and person, body, soul, emotions, and spiritual powers, nature and grace, such order that each element will fit into its proper place. The reason for this rather thorough education is quite simple. Consecrated virginity is a supernatural reality, but it must be lived in the reality of human conditions. In its profound ideal, it involves a person in her en-tire or complete being. It is the whole being, the total woman that is voluntarily handed over to Christ and to His transforming love. Such an act of surrender presup-poses that the person making it has full knowledge of herself. A woman is not really committed until she gives her whole person, for the love gift which is proper to virginity must be expressed within the framework of a body-soul composite wherein the body also becomes a means of expressing the love that is entailed in the con-secration. During the period of formation, postulancy, and novitiate, the candidate should be informed especially about the conditions that are required for the growth and development of religious chastity. Thus, the physical conditions should be explained; that is, the normal conformation of the sexual organs. Otherwise there is the risk that organic disturbances would complicate or render the problem of chastity more difficult or that psycholog-ical disturbances would arise from a sexual malforma-tion that is not properly grasped for what it is. Again the psychological conditions required for growth in chastity must be explained. She must be informed of the meaning of sexual continence and of the risks that are inherent in it. This education mnst not be merely cere-bral, so to speak, reaching only the mind of the candidate. It should be aimed at forming the entire person, intel-lect, will, imagination, heart, emotions, bodily reactions. She must accept sexual reality as an adult, without fear or shame or disgust. And she must accept and consent to virginity and all that this implies on all levels of her personality, if she is to make profession, and she must do this freely, totally, joyfully, and forever, at least inten-tionally. She must also have explained to her the spiritual conditions necessary for religious chastity to take root and develop; that is, the mystery of consecrated virginity or chastity, the mystery of the Church, and the relationship between the consecrated virgin and the Church. This training would also include certain theological attitudes or stances--of perpetual chastity as an act Ofo free and voluntary charity or love, implying an exclusive intimacy with Christ and leading to a spiritual motherhood. Again during this same period of formation the can-didate must be educated to respect certain things that are involved in her consecration. First, she must be taught to respect the being of man and the being of woman. Vir-ginity is not lived nor expressed in the same way by man as by woman. It is most important that in regard to chastity each retain the character of his or her own sex. From the very beginning of the Church as we men-tioned above there has always been in the Church a special relationship between virginity and woman. It is woman who is bride; it is woman who possesses a cer-tain delicacy of attitude toward the Lord; it is woman who possesses naturally and to a greater degree the self-giving generosity, and the joyful devotion in sacrifice that is involved in virginity. In fact, men draw their inspira-tion in reference to the delicacy involved in virginal con-secration from women. Thus, this education to respect must start with what man, and woman really are and it should leave intact what they are. Second, she must be taught that she has to respect her own development. Every person has an age, often two of them, the ap-parent age--the physical age, and the real age. So often a young woman of 18 or 19 seems to be far in advance of her counterpart of twenty years ago; and she is per-haps intellectually. But it does not at all follow that because she has seen or heard so many things that her counterpart saw or heard only at a much later age, that she is thereby formed or matured. In reality the real age of such a person, at least emotionally, is often closer to 14 or 15, since the social structure in which we live gives birth to what might be called for want of a better term, emotional retardation. Thus it may happen that such persons will undergo emotional crises proper to adoles-cents at a much later date than was considered normal a decade or so ago. And it is at these moments that they will seem to be and are at sea as an adolescent normally would be. It is not only the supernatural which they need at these moments; they have to learn to accept and humbly bow to a certain number of conditions, feelings, + ÷ ÷ Virginity VOLUME 24, 1965 865 ÷ ÷ ÷ .4. $chteck, .$.(2. REVIEV~ FOR RELIGIOUS 866 reactions, and transitions which are natural and normal to persons of what we called above their real age. And finally, they must be taught to respect their own personal history. Before one is capable of free and voluntary acts she is already determined to a certain degree, according to many modern psychologists. She has her heredity, her background, her temperament, and her childhood ex-periences. Her freedom does not consist in trying to repudiate all this, or change it, or wipe out the past, or start from the beginning. This is impossible. She must accept the fact that she enters the religious life with what she is, with what she has, and with what she has done, and with what has happened to her. It does her no good to run away from all this, or to pretend that it has never happened. No, the very first act of her liberty or freedom should be to know herself and to accept herself for what she is in reality, and again, at all levels of her personality. This acceptance is absolutely ]undamental in the matter of chastity. If she does not consciously accept this, she runs the risk of building her religious life on a falsehood, on an impossible ideal for her own person, on a vain hope of some spiritual existence that is totally ephemeral. And sooner or later this will most likely bring on a psychologically disturbed climate rendering the life of perpetual chastity difficult if not unbearable. And the religious herself would most probably be un-aware of the possible causes of her disturbances.~4 Thus because of a failure to accept one's history and sex certain spontaneous though involuntary reactions in the genital and emotional spheres could ,easily cause anxiety. They could seem to be intrinsically evil rather than natural and normal given her personal history, and she might at-tempt to oppose them by trying to drive them out of the field of consciousness. This constant action on her part could create a psychic tension that would prove to be rather favorable as a climate for the appearance of some kind of neurosis in the future. By dint of repressing her sexuality or of allowing it to infiltrate illicitly into her daily activities, the religious woman who would not have resolved or faced up to the frustrations which she ex-periences in the genital and emotional spheres of her personality could very easily become the victim of some psychic disorder requiring the intervention of a com-petent psychiatrist. Moreover, she would probably risk seeking uncon-sciously and by rather devious ways the satisfaction of these sexual impulses which would be disguised perhaps under the appearance of genuine and apostolic and there-fore acceptable "involvements." And she would perhaps, refer the reader to what was said in footnote 10 above. without even being aware of it, permit the establishment within her person of a rather unhealthy psychological and affective climate wherein a disturbed sentimentality would evoke images and arouse desires of a partly dis-guised sexual nature and import. In such a person, an exclusive friendship would find a rather favorable and fertile field for inception and growth. Finally, during these years there should be a thorough education in regard to modesty and all that this means, the necessary duty flowing from the virgin's commitment to Christ, of guarding her human affection and of using it properly, of regulating the use and non-use of her senses especially through recollection and custody of the eyes. The training of the affections both as to use and re-straint is most essential. Previous to a short time ago, perhaps the emphasis was somewhat one-sided--the re-straint of the use of the senses. Perhaps this very neces-sary aspect of modesty can be balanced with a more positive phase: the various uses and ways in which their love (which must be personal and directed to a person) is to be used. However, they are also to be reminded that their sacramental mission and service to the Church will always demand a much greater restraint in regard to the use of their senses, especially the eyes, than their secular counterpart. Religious always have the added mis-sion of proclaiming visibly the Christian truth that we have not here a lasting city. Their very religious vocation demands the renunciation of certain values perfectly legitimate for the secular. As the Constitution on the Church has it: Furthermore, all should clearly realize that the profession of the evangelical counsels, though it involves the renunciation of values which without any doubt are of great worth, neverthe-less does not prevent a true development of the human person but by its very nature makes a very great contribution to that development. For the counsels, freely undertaken according to the individual's personal vocation, are a great help to purifica-tion of heart and to spiritual liberty; they constantly enkindle the fervor of charity; above all, as is shown by the example of so many holy founders, they are able to give the Christian a greater conformation to the type of virginal and poor life which Christ the Lord chose for Himself and which His Virgin Mother embraced. Nor should anyone judge that by their consecration religious alienate themselves from men or become useless as far as earthly society is concerned. For even if in some cases religious do not directly associate with their contemporaries, still in a deeper sense they are present to them in the Heart of Christ and work with them in a spiritual way so that the building up of earthly society may always be based on the Lord and orientated toward Him lest those who build this society should labor in vain.~ ~ Dogmatic Constitution on the Church, Chapter 6, paragraph 46; English translation, REWEW FOR I~Lt¢~OUS, V. 24 (1965), pp. 716-7. VOLUME 24, 1965 867 + REVIEW FOR RELIGIOUS 868 It is absolutely essential that you recall this to your religious from the very first days of their training. For we are living in the days of a return of humanism in which as the same Constitution on the Church mentions "the faithful must learn the deepest meaning and the value of all creation." s0 But we must not forget ours must be a Christian humanism--one that is not free to arbitrarily choose between the mysticism of the cross and the mysticism of the resurrection. Moreover, ours is a human-ism that is proper to religious, that is, one that renounces and voluntarily so (otherwise hostility to this renuncia-tion will be the result) certain values for some other service to the people of God. The recent letter of Pope Paul VI to all religious rather clearly pointed this out: With singular care religious should preserve chastity as a treasured gem. Everyone knows that in the present condition of human society the practice of perfect chastity is made difficult, not only because of the prevalence of depraved morality but also on account of the false teachings which glamorize excessively the merely natural condition of man, thereby pouring poison into his soul. An awareness of these facts should impel religious to stir up their faith more energetically--that same faith by "which we believe the declarations of Christ when He proclaims the supernatural value of chastity that is sought for the sake of the kingdom of heaven. It is this same faith which assures us beyond doubt that, with the help of divine grace, we can preserve unsullied the flower of chastity. To obtain this blessed objective it is, of course, necessary to practice Christian mortification with more courageous zeal, and also to guard the senses with more diligent care. Therefore, the life of the religious should find no place for books, periodicals, or shows which are unbecoming or indecent, not even under the pretext of a desire to learn things useful to know or to broaden one's education, except possibly in the case, duly ascer-tained by the religious superior, where there is proven necessity for the study of such things. In a world pervaded by so many sordid forms of vice, no one can adequately reckon the powerful effectiveness of the sacred ministry of one whose life is radiant with the light of chastity consecrated to God and from which he draws his strength?' In regard to this education in modesty, we should not forget that education in chastity includes an education in the over-all significance of temperance. Thus all the virtues which share in the spirit of temperance should also receive attention in the formation to religious chastity, for example, clemency, kindness, moderation, humility, studiousness, moderation in gestures and dress. This education in the early formation is necessary for two reasons. First, there is no greater danger to the perseverance in perpetual chastity than ignorance of ~ Dogtnatic Constitution on the Church, Chapter 4, paragraph 36; English translation, REVIEW FOR RELIGIOUS, V. 24 (1965), pp. 704-5. arAddress on Religious LiIe, May 23, 1964; English translation, REVIEW fOR RELIGIOUS, V. 23 (1964), p. 701. what it involves. Knowledge of what one is, of what one is giving up, and of what one is positively embracing is the greatest preventive of future disappointments. Sec-ond, the more a girl sees the excellence and beauty of virginity, and the more she sees that its negative implica-tions have not been hidden from her, and the more she sees that the beauty of marriage has not been cloaked over, the more will she begin to love the special grace which God has given her in calling her to the religious vocation and the more gratitude will she have toward the community's openness with her, and the more free and entire will be her response to the values as well as the difficulties involved in her vocation. 2. The knowledge given during these early years of formation will not and cannot and should not necessarily be exhaustive; nor will the young candidate under-stand everything that may be given. Consequently, this education and training in chastity is something that must be developed through the next years of formation espe-cially but also even throughout the entire course of the religious life. This can be done through conferences, through private and guided reading, through discus-sions, and through the formal courses in theology espe-cially those treating of marriage and the states of life. During the years of the juniorate and the summer pre-ceeding perpetual profession, and again during the spirit-ual renewal, a very frank treatment of the crises, emo-tional and physical, which the religious woman will undergo at certain ages should be clearly pointed out to them. Thus, often today because of the emotional retarda-tion of society as a whole, there is the crisis of high adolescence occuring in the late twenties. At this time very strong desires for physical union with man and for motherhood can be felt rather intensely. There is also a rather profound psychological crisis through which a religious sister passes in her thirties. At this time she generally experiences a certain boredom with the re-ligious life and vocation. It no longer seems to satisfy her emotionally, nor does it seem to be producing the womanly fulfillment that she had expected when em-bracing this way of life; hence she experiences a certain frustration. Moreover, at this time she becomes much more deeply aware of her own personal capabilities and begins to resent the restrictions of the religious life claim-ing that they reduce her to the level of a child; hence she seems to need more independence. This state brought on often by the psychological or emotional change (a kind of a drying up in this area) through which she is pass-ing can very easily induce problems in regard to obedi-ence and authority (especially if her predominant in-÷ ÷ ÷ VOLUME 24, 1965 869 C. A. Schteck, C.$.C. REVIEW FOR RELIGIOUS clination is toward independence) and/or in regard to sensuality (especially if her predominant inclination or need lies in this direction). As a result she often tends to seek compensations for these situations: criticism of authority, the circumvention of authority in regard to permissions, the maintenance of rather odd or haughty positions on questions of discussion, or the forming of very close friendships, tending to the exclusive side, or deep involvement with the personal problems of students or patients, or romantic day-dreaming or solitary sin--in brief, the usual compensations a human being seeks when the burden of obedience and chastity is really brought home. These compensations can take and very often do take the form of less harmful involvements: an exaggerated interest in sports, or in music or other forms of culture, or an over-immersion in one's pro-fessional work, and so forth. Regardless of what form this compensationalism takes, it is a running away from an unpleasant experience rather than a facing up to it and a deriving from it what God intends it to pro-duce-- a deepening of one's commitment to Him. This transition period should serve to make the woman's service and commitment and love go to deeper levels of her personality so that it becomes more deeply human, more spiritual, and less dependent on emotional satisfac-tion than was true earlier in her religious life. It is a kind of a "dark night" if you will; but one intended to pro-dt~ ce the same result as the one spoken of by St. John of the Cross, namely, a more profound and ultimately a more peace-communicating union with Christ. It is not something to be feared, but rather looked forward to since it is an invitation on the part of God who created our nature to advance one step further in the maturation process of the human person. Far from destroying per-sonal fulfillment, it makes it more available. Again it is another instance in which the application of Christ's words are so true: Unless the grain of wheat die and fall into the ground, it remains alone; but if it dies, it will produce much fruit. Again there is the crisis of the menopause years which brings on, generally speaking, rather profound emotional changes and" disturbances. It often produces a revival of almost adolescent urges and feelings and impulses of a sensual and sentimental nature, quite humbling to say the least. Very often this transition period in the woman's life brought on by a profound transformation of her organism brings on a loneliness and a deep feeling of uselessness brought on by the loss of what she has come to identify with the very essence of womanliness--regular ovulation and the ability to bear children. At this time, too, just as was true in the above transition period, the religious sister can run away from her predicament rather than face up to it and even embrace it with eagerness, since this transition too is provided for by God Him-self, the author of her nature, and is an invitation from Him to advance another step forward in the overall matu-ration process of the human person in its feminine expres-sion. Far from destroying or annihilating her femininity, this transition is intended to expend its activity, making the woman more available for society, more capable of bringing to its service the wealth of her emotional and spiritual qualities enriched by the maturation of her personal experience, and possessing the peace and calm and serenity that are so necessary to give a more balanced direction to its many needs. The experience of these transitions is, of course, unique for each woman; but a knowledge of it and
Issue 21.5 of the Review for Religious, 1962. ; JOHN XXIII M editatiOnS on the Rosary [On September 29, 1961, Pope John XXIII. issued the apos-tolic epistle, II religioso convegno, in which he exhorted the faithful.to recite the Rosary for the intention of peace among nations,Later on April 28, 1962, the Holy Father issued another apostolic epistle, Oecumenicum Conciliurn, urging the saying of the Rosary for the success of Vatican Council II. To assis~ the faithful in a fruitful saying of the Rosary, His Holiness com-posed a set of meditations on each mystery of'the Rosary: These are here translated from the original Italian text as given in Discorsi, Messaggi, Colloqui del Santo Padre Giovanni XXIII, v. 3 (Vatican City: Vatican Polyglot Press, 1962), pages 762- 72.] THE JOYFUL MYSTERIES The Annunciation This is the first luminous point of contact between heaven and earth; ,.it is the first of the greatest events in the history of the ages. In this mystery the Son of God, the Word of the Father through whom "all things were made". (Jn 1:3) in this order of creation, takes on a human nature; He becomes man in order that He might be the Redeemer and the Savior of man andof all humanity. Mary Immaculate, most beautiful and most fragrant flower of all creation, by her "Behold the handmaid of the Lord" (Lk 2:38) given in reply to the words of the angel, accepts the honor of divine motherhood; and at that instant it is fulfilled in her. We who were once born with our father Adam as adopted ~hildren of God and who then fell from this grace are now today brothers, adopted sons of the Father, because we have. been re-stored to our adoption by the redemption which begins with this event. At the foot of the cross we shall be sons of Mary together with Christ conceived by her at this moment. From this event on she will be the Mother of God and our Mother. + + + T~e Rosary VOLUME 21, 1962 397 0 the sublimity and the tenderness of this first mys-teryl As we reflect on this scene, our principal and constant duty is to thank the Lord because He has deigned to come to save us and because He has become man and our human brother. He is associated with us in the state of sonhood to the woman who at the foot of the cross will make us adopted sons. Since We are adopted sons of His heavenly Father, Fie has willed that we should also be children of the same Mother. In the contemplation of this first scene, besides the habitual thought of gratitude, our prayer should be di-rected towards a real and sincere effort to become hum-ble, pure, and actively charitable, for all these are virtues of which the Blessed Virgin gives us a shining example. The Visitation JOHN XXIH REVIEW FOR RELIGIOUS 398 What graciousness and sweetness is to be found in this three-month visit of Mary with her beloved cousinl Both women bear a motherhood that will soon come to term. The motherhood of the Virgin Mary is the most sacred imaginable. A sweet harmony is to be found in the can-ticles that the two interchange with each other: on the one hand, "Blessed art thou amongst women" (Lk 1:42), and on the other, "The Lord has regarded the lowliness of his handmaid; all generations shall call me blessed" (Lk 1:48). The event .that happens here at Ain-Karim on the hill-top of 'Epron showers a light, both human and heavenly, on the bonds that unite Christian' families which have been formed by the ancient school of the holy Rosary: the Rosary recited every evening in the intimate circle of the home; the Rosary recited not by one or a hundred or a thousand families, but by all families; the Rosary recited in all places of the earth where man "suffers, struggles, and prays" (A. Manzoni, La Pentecoste, v. 6); the Rosary re-cited by those called by inspiration from on high to the priesthood, or to missionary work, or to a longed-for apostolate; the Rosary recited by all those who are called by motives, legitimate as well as pressing, to labor, to business, to military service, to study, to teaching, to what-ever occupation. During the saying of the Hail Marys of-this mystery, it is good to join ourselves to the many persons united to. us by blood, by family, and by every bond that sanctifies and therefore strengthens the feeling of love which binds us to those we particularly love: parents and children, broth-ers and relatives, fellow countrymen, fellow citizens~ All this should be done for the purpose of sustaining, increas-ing, and illuminating the presence of that universal char- ity the exercise of which is the profoundest and highest joy of this life. The Birth oI Our Lord At the time appointed by the laws of the human nature He has assumed, the Word of God madff ~th °comes forth from the holy tabernacle of the immaculate womb of Mary. His first appearance in the world is in a man-ger where animals feed and where everything is. silence, poverty, simplicity, innocence. The voices of angels re-sound in the heavens as they announce the peace which the new-born Infant brings to the world. The first wor-shipers are Mary His Mother and Joseph His foster Father; afterwards humble shepherds come from the hill-side, invited by angelic voices. Later will come.a caravan of nobler rank led by a star; they will offer precious gifts pregnant with hidden meaning: In this night of Bethle-hem everything speaks in a language understandable by all. In this mystery, there should be no one who does not bend his knee in adoration before this crib, no one who does not gaze at the eyes of the divine Infant as they look into the distance as though viewing all the peoples of the earth passing one after another before His presence. He recognizes them all, knows them all, and smilingly greets them all: Jews, Romans, Greeks, ,Chinese, Indians, the peoples of Africa, the peoples of every region of the universe, of every epoch of history, it makes no difference if the regions be far distant, solitary, remote, secret, and unexplored; nor does it matter whether the epoch is past, present, or future. During the praying of this decade the Holy Father likes to recommend to the new-born Jesus the uncount-able number of babies of all the peoples of the earth who in the preceding twenty-four hours have come to the light of day everywhere on the face of the earth. All of them, whether they will be baptized or not, belong by right to Him, to this Babe born in Bethlehem. They are His brothers, called to a lordship .that is the,highest and gentlest in the heart of man and in the history of the world. It is a lordship that alone is worthy of God and of men, a lordship of light and of peace; it is the "kingdom" we pray for in the Our Father. The Presentation in the Temple Christ, supported by the arms of His mother, is offered to the priest; at the same instant He holds out His own armsin front of Him: it is the meeting of the two Testa-ments. There is an advance here towards "the light and revelation of the Gentiles" (Lk 2:32), to Him who is the splendor of the Chosen People, the Son of Mary, Present ÷ The Rosary VOLUME 21, 1962 399 ÷ ÷ ÷ JOHN XXIII REVIEW FOR RELIGIOUS 400 also is Joseph who equally shares in the presentation rites prescribed by the Law. In a different but analogous way this episode is con-tinued and perpetuated in the Church; while we recite this decade how good it is to contemplate the field grow-ing to harvest: "Lift up your eyes to the fields already white with the harvest" (Jn 4.:35). This harvest consists of the joyful hopes of the priesthood and of co-workers of the priesthood; there are many of these in the kihgdom of God and yet never enough, They are the youths in semi-naries, in religious houses, in missionary institutes; and because all Christians are called to be apostles, they are also in Catholic universities; they are all those other hopes of the future apostolate inseparable from the laity. It is an apostolate which grows in spite of difficulties and of opposition; it enters even .into nations suffering from per-secution; it offers and will never cease to offer a spectacle so consoling that it calls forth words of joyful admira-tion. "The light and revelation of the Gentiles".(Lk 2:32); the glory of the Chosen People. The Finding in the Temple Christ is now twelve years old. Mary and Joseph ac-company Him to Jerusalem for the prescribed worship. Unexpectedly He disappears, unseen by their vigilant and loving eyes. Their anguish is great and for three days they search for Him in vain. Sorrow is succeeded by joy when they find Him in the area around the Temple, hold-ing discussions with the doctors of the Law. How signifi-cant and detailed are the words With which St. Luke de-scribes the scene: "They find him in the midst of the doctors, listening to them and questioning them" (Lk 2:46). At that time a meeting such as this had a deep sig-nificance: knowledge~ wisdom, guidance of practical life in the light of the .Old.Testament. Such at every moment of time is the task of human in-telligence: to collect the thought of the ages, to transmit sound teaching, firmly, and humbly to lift the gaze of scientific investigation to the future, for we all die one after the other and we go to God; humanity journeys to-wards the future. Both on the level of supernatural and natural knowl-edge, Christ is never absent; He is always found there at His place: "One only is your mfister, Chrisi" (Mt 23:10). This fifth decade, the last of the joyful mysteries, should be considered a specially beneficial invocation for all those called by God through the gifts of nature, the cir-cumstances of life, the wishes of superiors, to the service of truth. Whether they are engaged in research or in teaching, whether they diffuse knowledge long attained!. or new techniques, whether they write books or are con-cerned with audiovisual projects; all of them are invited to imitate Jesus. They are the intellectuals, professional men, journalists. All of these, especially journalists since they are characterized by the daily duty of honoring truth, should communicate the truth with religious fidelity, with the utmost prudence, and without fantastic distortion or falsification. Let us pray for all of these, whether they be priests or lay persons; let us pray that they be able to listen, to the truth--and for this ther~ is needed great purity of heart. Let them learn to understand the truth---and for this great humility of mind is required. Let them be able to defend the truth--and for this is required that which was the strength of Christ and of the saints, obedience. Only obedience secures peace and.victory. THE SORROWFUL MYSTERIES The Agony in the Garden The mind returns again and again to thescene of the Savior in the place and hour of His supreme abandon: "And his sweat became as drops of blood running down upon the ground" (Lk 22:44). It is an interior p~iin of the soul, the bitterness of an extreme loneliness, the fail-ing of an exhausted body. It is an agony ,that could be caused only by the Passion which.Jesus now sees not as distant or even as near, but as already present. The scene of Gethsemani gives us the strength and the courage to strain, our wills to accept even great suffering when that suffering is willed or permitted by God: "Not my will but thine be done" (Lk 22:42). These are words that both wound and heal; they teach us the glowing ardor that can and should be reached by the Christian who suffers together with the suffering Christ; they give us a certainty of the indescribable reward of the divine life that exists in us now through grace and will be in us later through glory. In the present mystery the particular intention that should be considered is the "solicitude for all the Churches" (2 Cor 2:28), the anxiety that troubles the mind as the wind disturbed the lake of Genesareth: "The wind was against them" (Mt 14:24). This is the object of the daily prayer of the Holy Father: the anxiety of the most fearful hours of his pastoral ministry; the anxiety of the Church which suffers with him throughout the world, while at the same time he suffers with the Church present and suffering in him; the anxiety of souls and of entire portions of the flock of Christ that are subjected to perse-cution against the freedom to believe, to think, and to live. "Who is weak, and I am not alsoweak?" (2 Cor I 1:29). + + + The Rosary VOLUME 21, 196Z 401 JOHN XXIII REVIEW FOR RELIGIOUS 402 This sharing in the sorrows of the brethren, this suffer-ing with those who suffer, this weeping with those who weep (Rom 12:15) is a merciful blessing for the entire Church. Is not this the communion of saints that each and all possess in common the Blood of Christ, the love of the saints and of the virtuous, and, alas, our sin and our in-firmity? We should continually reflect on this communion which is a union and, as Christ said, a kind of unity: "That they may be one" (Jn 17:22). The cross of our Lord not only ennobles us, it draws souls: "And I, if I be lifted up from the earth, will draw all things to myself" (Jn 12:32). The Scourging This mystery recalls to our minds the merciless lashing of the immaculate and holy.Body of Christ. Human na-ture is composed of body and soul. The body endures humiliating temptations, while the will in its weakness can easily be carried away. In this mystery, then, is to be found a reminder of that salutary penance which implies and involves the true well-being of man, a well-being which comprehends bodily welfare and spiritual salvation. The teaching that comes from this mystery is important for all. We are not called to a bloody martyrdom but to the constant, discipline and daily mortification of our pas-sions. This path is a true way of the cross, daily, inevitable, necessary; at times it can become heroic in its demands. By it we gradually arrive at an ever greater resemblance to Christ, at a participation in His merits, at a greater cleansing of every fault through His immaculate Blood. We never arrive at this by way of easy enthusiasm or by way of useless and ineffective extravagance. His Mother, stricken with sorrow, sees Him after His scourging; her affliction is overwhelming. How many mothers desire to see their children grow perfect as they initiate them into the discipline of a good training and of a sound life; yet instead they must mourn the disap-pearance of their hopes, saddened because so much care has led to nothing. The Hail Marys of this mystery, then, will ask of the Lord the gift of purity for the family, for society, and espe-cially for young people since they are most exposed to the seductions of the senses. They will also plead for strength of character and for loyalty in the face of all trials tO teaching already received and to resolutions previously made. The Crowning with Thorns The contemplation of this mystery is especially con-cerned with those who bear the burdensome responsibility of the direction of social life; it is the mystery of those whoi govern, who make laws, and. who judge. On the head of this King, there is a cross of thorns. So also on their .heads there will be a crown; it is a crown that undeniably shines with the glow of dignity and distinction; it is a glow that comes from an authority that comes from God and is therefore divine. Yet interwbven into this crown are things that press down, that pierce, that bring perplexity, that tempt to bitterness; it is in brief a crown of thorns and of worry; and it is this even aside from the sorrow caused by the ill will and faults of men, which is a sorrow all the more keen as one loves them and has the duty of representing to them the Father who is in heaven. Another useful application o~ the mystery would be to think of the serious responsibilities of those who have re-ceived greater talents and hence are bound to bring forth fruit in proportionate measure by means of a persevering exercise of their faculties and of their intelligence. The service of thought, the duty of those so endowed to act as a light and a guide to others, should be carried out pa-tiently,, while temptations of pride, of egoism, and of de-structive separation are avoided. The Carrying of the Cross Human life is a long and burdensome pilgrimage; it is an upward journey over the rocky ascents that are marked to be the lot of all men. In the present mystery Christ represents the human race. If each man did not pos-sess his own cross, sooner or later he would fall by the way-side, tempted by egoism or by indifference. By contemplating Christ as He climbs up Calvary, we learn--more through the heart than the mind--to em-brace and to kiss the cross, to carry it with generosity and even with joy according to the words of the Imitation of Christ: "In the cross there is salvation; in the cross there is life; in the cross there is protection from our enemies and a pouring forth of a heavenly sweetness" (Book l, Chapter 12:2). And should not our prayer extend also to Mary who in her sorrow follows Christ in a spirit of intimate participa-tion in His merits and in His sorrows? This mystery should bring before our eyes the immense scene.of those in tribulation: orphans, the aged, the sick, prisoners, the weak, refugees. For all of these let us ask for strength and the consolation that only hope can give. Let us repeat tenderly and with the hidden interior tears of the soul: "O cross, hail, our only hope" (Vesper Hymn of Passion Sunday). The Crucifixion "Life and death meet in a wondrous battle" (Sequence of the Easter Mass); life and death are the two significant The Rosary VOLUME 21, 1962 4O3 and decisive aspects of the sacrifice of Christ. From Bethle-hem's smile-~one such as is found in all the sons of men at their first appearance on this earth--to Calvary's last breath and gasp which gathers into one all our sorrows in order to sanctify them and which expiates our sins in or-der to blot them out; this is the life of Christ on earth among us. And Mary stands near the cross as she once stood near the Babe of Bethlehem. Let us pray to her, our Mother, that she may pray for us "now and at the hour of our death." In this mystery we can see outlined the mystery of those who will never acknowledge the Blood which has been poured forth for them by'the Son of God. It is the mystery especially of obstinate sinners, of the unbelieving, of those who receive and then reject the light of the gospel. Such thoughts cause prayer to break forth in one immense sigh, in one burst of grief-stricken reparation in a worldwide view of the apostolate. We beg wholeheartedly that the Precious Blood poured forth for all men may finally give to all men salvation and conversion and that the Blood of Christ may give to all a pledge and a token of life eternal. THE GLORIOUS MYSTERIES + + + JOHN XXIII REVIEW FOR RELIGIOUS The Resurrection This is .the mystery of death confronted and defeated. The Resurrection marks the definitive triumph of Christ and it is at the same time the assurance of the triumph of the Catholic Church over adversities and persecutions past and present. "Christ, Lord of glory; Christ, Prince of na-tions; Christ, King of kings." It is good to recall that the first appearance of the risen Christ was to the women who had been close to Him during His humble life and who remained close to Him even on Calvary. In the splendor of this mystery the gaze of our faith goes out to the living souls now united with the risen Christ, the souls of those dearest to us, the souls of those who were close to us and with whom we shared the anguishes of life. In the light of the Resurrection of.Christ there rises up in our hearts the remembrance of our dead. Remembered by us and aided by the sacrifice of the crucified and risen Lord, they still share in that better life of ours which is prayer and which is Christ. It is not without reason that the Eastern liturgy con-cludes the funeral rite with an Alleluia for all the dead. Let us ask for the dead the light of an eternal resting place while at the same time our thoughts are directed to the resurrection of our own mortal remains: "I await the resurrection of the dead." To be able to await, to place one's continual trust in the promise of that of which the Resurrection of Christ is a sure pledge--this is a foretaste of heaven. The .Ascension In this scene let us contemplate the,consummation and final fulfillment of theprortiises of Christ.~It is. His' re-sponse to our .longing for paradise. His final return to the Father from whom He had descended to us in the world gives us assurance that He has prepared a place for us: "I go to prepare a place for you" (Jn 14:2). This mystery, above all others, presents itself as a light and a guide to those souls who strive to follow their proper vocations. This is the background of that spiritual ac-tivity and ardor that contin.ually burn in the hearts of priestswho are not held down and distracted by the goods of this earth but seek only to open to themselves and to others the ways that lead to sanctity and perfection. This is that level of grace to which one and all must come; priests, religious, missionaries, laypersons devoted to-God and the Church, souls that are the good odor of Christ (2 Cor.2:15). Where such are, Christ is felt to be near; and they already live in a continual union with the life of heaven. This mystery teaches and urges us not to allow ourselves to be held back by that which burdens and weighs down the soul, but to abandon ourselves to the will of the Lord who draws us upwards. The arms of Christ, .as He returns to His Father at His Ascension¯ into heaven, are extended in blessing on the Apostles and on all those who follow them in their belief in Him. In the hearts of such there is a calm and serene certainty of a final meeting with Him and with all the saved in the realm of eternal happiness. The Descent of the Holy Spirit At the Last Supper the Apostles received the promise of the Spirit; later in the Cenacle, with Christ gone but Mary present, they receive Him as the supreme gift of Christ; what else indeed could the Spirit of Christ be? And He is the Strengthener and the Vivifier of souls. The Holy Spirit continues to pour forth His grace on and in the Church day by day;.centuries and peoples belong tothe Spiri~ and to the Church. The triumphs of the Church are not al-ways apparent externally; but they are always there, full of surprises and marvels~ The Hail Marys of this mystery are directed towards a special intention in this year of fervor as we see the pilgrim Church plan and prepare an ecumenical council. The council is to be a new Pentecost Of faith, of the apostolate, and of extraordinary graces for the well-being of men and the peace of the entire world. Mary, the Mother of Christ The Rosary VOLUME 2I, ~.962 405 ÷ ÷ JOHN XXIII REVIEW FOR RELIGIOUS 406 and our own living Mother, is with the Apostles in the Cenacle at Pentecost. Let us ever remain close to her through the "Rosary during this year. Our prayers united with hers will effect once more the ancient event of Pente-cost; it will be the rise of a new day, the dawn of new ac-tivi. ty for the Church as she grows holier and more catholic in these our times. The Assumption The lovely image of Mary becomes glowing and bril-liant in this greatest of exaltations that a creature may have. How full of grace, of sweetness, and of solemnity is the dormition of Mary as the Christians of the East love " to think about it. She lies there in the quiet sleep of death; Christ stands near her, holds her to His Heart as though the soul of Mary were an infant; thus is symbolized the wonder of Mary's immediate resurrection and glorifica-tion. The Christians of the West, on the other hand, prefer to raise their eyes and their hearts to follow Mary as she is assumed body and soul into the eternal kingdoms. It is in this way that our greatest artists have represented her in her incomparable beauty. Let us too follow her in this way; let us allow ourselves to be carried away with her amid the angelic procession. On days of sorrow this scene is a source of consolation and fidelity for privileged souls--and we. can all be such if we respond to grace--whom God silently prepares for the greatest of triumphs, that of sainthood. The mystery of the Assumption makes the thought of death, including our own, familiar to us; it gives us the light of a serene abandon of ourselves, for it familiarizes and accustoms us to the thought that, as we would desire, the Lord will be near us in our death agony to gather into His hands our immortal souls. May your favor be always with us, 0 immaculate Virginl The Coronation of Mary This is the synthesis of the entire Rosary which thus ends in joy and in glory. The great theme that opened .with the Annunciation of the angel to Mary has passed like a thread of fire and light through each of the mysteries; it is the eternal plan of God for our salvation. It has been imaged in many scenes; it has been present in all the mysteries up to now; and now it ends with God in the splendor of heaven. The glory of Mary, the Mother of Christ and our Mother, shines in the splendor of the most august Trinity and is dazzlingly reflected in holy Church in all her states: triumphant in heaven, suffering in the confident expec-tation that is Purgatory, militant on earth. 0 Mary, pray with us, pray for us, as we know and feel you do. How real are the delights, how lofty the glory in the divine-human relationships of. affection, words, and life that the Rosary has given and continues to give to us. It softens our human afflictions; it is a foretaste of the peace of the other world; it is our hope fore'ternal life. ÷ ÷ ÷ The Rosary VOLUME 21, 1962 407 JOSEPH F. GALLEN, S.J. Practice of the Holy See ÷ ÷ ÷ Joseph F. Gallen, S.J., is professor of canon law at Woodstock College, Woodstock, Mary-land. REVIEW FOR RELIGIOUS This article gives, from January 1, 1959, the contents of replies or rescripts of the Holy See to particular re-quests and the practical points of constitutions approved by the Holy See. The rescript or approval is always that of the Sacred Congregation of Religious unless otherwise indicated. Similar articles appeared in the REVtEW ~oR RELICXOUS, I0 (1951), 22--24; 11 (1952), 12--18, 69--74, 151-- 58; 12 (1953), 252--72, 285--90; 18 (1959), 77--85, 156--68, 214--24. We have also listed under each heading the is-sues of the REvmw FOR RELIGIOUS in which the same mat-ter had been at least generally explained. Such references will be useful and sometimes even necessary because the practice of the Holy See is not fixed and invariable in sev-eral of the matters contained in the article. Choir and lay nuns. In one order of nuns, the titles now in use are choir nuns and lay nuns. The latter are therefore no longer called lay sisters in this order. In the same order, the lay nuns have a vote in the conventual chapter but not in elections. REwv.w ~-oR P~V.L~CIOUS, 15 (1956), 266-67. Change of the religious habit. Several congregations of sisters simplified the religious habit to some degree. A monastery of nuns was permitted to change the white veil of the lay sisters to black on trial for ten years and provided it was certain that the chapter of the monastery consented to the change. A federation of nuns changed the habit of its extern sisters to conform completely to that of the choir nuns. In one order of nuns, it is no longer of obligation for the habit to be of wool and the lay nuns now wear the same habit as the choir nuns. In granting a request for a change in the habit to a congregation of sisters, the Sacred Congrega-tion stated: "However, even for temporary changes of this nature, this Sacred Congregation requires that the matter be referred to each and every superior and sister. If the majority of those qualified to vote are in favor of the change . " The Holy See is approving constitutions that contain the following article: "No substantial, per-manent, or general change in the color or form of the habit may be made without the permission of the Holy See." R~vIEw FOR RELIGIOUS, 18 (1959), 80-81; 13 (1954), 298. Time of giving dowry (c: 547, ~§ 1'-3). Ina general revision of the constitutions of a congregation of sisters proposed to the Holy See, the article on this point was presented in the usual wording: "The dowry must be given to the congregation before the begihning of the noviceship, or at least its payment guaranteed in a man-ner recognized as valid indvil law," The Holy See added the following sentence: "The dowry may also be given in parts." The same article in another set of approved constitutions reads: "Each aspirant is obliged to bring a dowry . The dowry may also, for just reasons, be set up in installments or after the death of the parents, provision being made in the meantime for the payments of the an-nual interest." REVIEW FOR RELIGIOUS, 3 (1944), 229-30. Length of postulancy (c. 539). The Holy See is approving articles of the following type: "The time prescribed for the postulancy is one year. For a just reason and with the advice of the council, the mother general may shorten or prolong this time, but not beyond six months in either case." Before they are admitted to the noviceship, the aspirants are to make a postulancy of ten months, which may be reduced to six months or extended to sixteen months by the mother general with the advice of her coun-cil." "Before being admitted to the noviceship, the as-pirants must spend nine months as postulants. The pro-vincial superior or the superior general, as. the case may be, may prolong this time but not beyond an additional six months; she may shorten it, but never beyond three months." REVIEW FOR RELIGIOUS, 18 (1959), 82; 11 (1952), 151-53; 13 (1954), 301; 3 (1944), 410. Two years of noviceship in monasteries and federations of nuns. One entire federation of nuns was permitted to change its noviceship from a duration of one to two years. Two monasteries of the federation already possessed this permission. A monastery of another order was granted the same duration of the noviceship on trial for five years, and several monasteries of still another order are request-ing a noviceship of two years. REVIEW FOR RELIGIOUS, 18 (1959), 83-84; 13 (1954), 301. Dispensation from second year of noviceship. The Holy See dispensed from the sec-ond year of noviceship in favor of a-novice who had been professed of perpetual vows in another institute. REVIEW VOR RELIGIOUS, 18 (1959), 84; 12 (1953), 260; 13 (1954), 301. Those who may admit to the profession of a novice in danger of death. The Holy See continues to approve the following article: "Even though she has not completed 4" 4" 4" Practice o] the Holy See VOLUME 21, 1962' 409 ÷ ÷ ÷ ]. F. Gallen, $.]. REVIEW FOR RELIGIOUS 410 the time of her noviceship, a novice in danger of death may for the consolation of her soul be admitted to pro-fession by any superior, the mistress o/novices, and their delegates. " REVIEW EOR Ri~L*GIOUS, 18 (1959), 84--85; 15 (1956), 263-64; 1 (1942), 117-22. First profession out-side novitiate house (c. 574, § 1). Two congregations of sisters secured a dispensation for five years to have the first temporary profession outside the novitiate house, a third to do the same indefinitely in the chapel of the generalate, and four others to hold the reception and pro-fession ceremonies in a nearby parish church because of inadequate space in the novitiate chapel. REVIEW FOR LIG~OUS, 18 (1959), 156; 12 (1953), 264; 15 (1956), 222--24, Temporary prolession of l~ve years. Congregations of sis-ters continue to change from three to five years of tempo-rary vows. A prolongation of a five-year profession is limited to a year (c. 574, § 2), The Sacred Congregation does not insist on any determined division of the five-year duration, for example, out of fourteen approved changes, five congregations have five annual professions, two have three annual professions and one of two years, two have a profession of two years followed by one of three years, and five have a profession of three years followed by one of two years. REVIEW FOg RELIGIOUS, 18 (1959), 156-57; 16 (1957), 379-80; 15 (1956), 267; 12 (1953), 263-64; 13 (1954), 302-303. Abbreviation of constitutional duration of temporary profession. One congregation that has a pre-scribed temporary profession of six years was granted a dispensation to abbreviate this time by two years for an individual religious. REVIEW FOR RELIGIOUS, 12 (1953), 262--63; 19 (1960), 337--52. Reception o[ profession (c. 572, § I, 6°). Articles of the following type are approved and inserted into constitutions by the Holy See. "That it be received by the mother general or a sister delegated by her. Regional and local superiors and their legitimate substitutes are delegated by the constitutions to receive the renewal of ~'ows and with power also to subdelegate. They possess the same authority for the reception of other professions in the default of a sister expressly delegated by the mother general." REVIEW FOR RELIGIOUS, 18 (1959), 157--58; 16 (1957), 113; 8 (1949), 130--39. Renunciation o[ patrimony. In five dispensations for a sister of simple vows in a congregation to renounce her patrimony in [avor oI her congregation (c. 583, 1°), according to the printed and thus regular form of the rescript the dispen-sation was granted, "under the condition that the entire sum will be restored to the petitioner if for any reason whatever she leaves the congregation." This condition was not found in another dispensation in virtue of which the property was to be given to a brother and sister. RE-. VIEW fOR RELIGIOUS, 12 (1953), 257-59; 16 (1957), 311. No precedence in receiving Holy Communion. In one request for changes in the constitutions, the Holy See it-self added the following sentence: "No precedence is to be observed in approaching Holy Communion." REVIEW FOR RELIGIOUS, 9 (1950), 149; 18 (1959), 162; ~5 (1956), 25; 3 (1944), 252--67, 268~70, 428; 1'1 (1952), 213;' 12 (1953), 147--50. Feast of our Lady of Mercy. Several communities of the Sisters of Mercy have obtained from the Sacred Congregation of Rites the faculty of celebrating the feast of our Lady of Mercy, September 24, as a feast of the I class, with. a proper Mass approved on May 30, 1955 for the Sisters of Mercy of the Australian Union, and with the faculty also of using it as a votive Mass. REVIEW FOR RELIGIOUS, 18 (1959), 163; 12 (1953), 289--90. Obligation of the choral recitation of the Little Office of the Blessed Virgin by nuns. Authors commonly state that the obliga-tion of choral recitation is only under venial sin in the orders of nuns that are not obliged by their constitutions to the Divine Office but only to the Little Office of the Blessed Virgin. Some add that this is the Office recited by Visitandine nuns or give the Visitandine nuns as an ex-ample of the venial obligation cited above. Cf, De Carlo, ]us Religiosorum, n. 375, 8. In a rescript of October 26, 1959, the Sacred Congregation of Religious declared that the recitation of the Little Office of the Blessed Virgin, prescribed by the constitutions and spiritual directory of the Order of the Visitation of Holy Mary, is an obligation imposed upon the religious under venial and not under mortal sin. Change to the Short Breviar~ from the Little Office of the Blessed Virgih. This was granted on trial for one year to a congregation of sisters by the Sacred Congregation of Religious, on May 23, 1961, and to another congregation of sisters absolutely by the Sacred Congregation for the Propagation of the Faith, on March 4, 1960. Articles approved on the Little Office of the Blessed Virgin. The Holy See approved the following arti-cles of constitutions on this Office: "The sisters shall re-cite daily Lauds, Vespers, and Compline of the Little Office of the Blessed Virgin, using an approved transla-tion in the vernacular." "In formal houses, on Sundays and on the principal feasts of the Blessed Virgin, they shall recite in common the Little Office of the Blessed Virgin." REVIEW FOR RELIGIOUS, 20 (1961), 304--306; 18 (1959), 163; 9 (1950), 156; 6 (1947), 18--24; 2 (1943), 66, 406; 11 (1952), 44; 13 (1954), 129--30, 149--52, 299--300. Frequency o[ chapter of faults. The Holy See approved a requested change in the chapter of faults from once a week to once a month. REVIEW FOR RELIGIOUS, 13 (1954), 135; 7 (1948), 163--64. Indulgences. Privileged altar (cc. 916-18), A congregation of sisters obtained from the Sacred Penitentiary, Office on Indulgences, for seven 4- 4- 4. Practice o] the Holy See VOLUME 21, 1962 411 J. F. Gallen, S.J. REVIEW FOR RELIGIOUS 412 years that the main altar of its motherhouse .be a privi-leged altar for the dead. For recitation of the Little OI~ice o[ the Blessed Virgin. The indulgences commonly granted are listed in the Raccolta, n. 318. A congregation of sisters secured from the same source the following indulgences to be gained under the usual conditions: (1) A plenary indulgence, if the sisters recite this entire Office, even though interruptedly, in the presence of the Blessed Sacra-ment solemnly exposed or ~eserved in the tabernacle: (2) A partial indulgence of five hundred days for every hour of this Office that they have recited with at least a con-trite heart before the Blessed Sacrament, as above, and even though they do not recite the complete Office be: fore the Blessed Sacrament. Rv.virw for RELXG~OUS, 15 (1956), 24. Papal blessing at the end of a retreat [or those not physically present. Through their cardinal protector, a congregation of sisters obtained from the Holy Father, John XXIII, a privilege that permits the sisters who are in the infirmary and cannot go to the chapel to gain the plenary indulgence attached to the papal blessing given at the close of a retreat by hearing this blessing imparted by the priest on the public address system. Montague ex-presses the common opinion on this point briefly and clearly: "It should be noted that this privilege of receiV: ing the blessing and indulgence over the radio is attached by positive decree only to the blessing given by the Pope 'Urbi et Orbi'; when the Apostolic Benediction is given by a bishop or priest, its benefits accrue only to those who are physically present to receive it." Problems in the Lit-urgy, 374. Cf. Bouscaren, Canon Law Digest, II, 231,227; Ephemerides Liturgicae, 53 (1939), 122-23; De Angelis, De Indulgentiis, nn~ 143-50; Heylen, Tractatus de Indul-gentiis, 274; Coronata, De Sacramentis, I, 525, note 5; Cappello, De Sacramentis, II, n. 678, who holds that physi-cal presence is not necessary; Regatillo, Interpretatio et Iurisprudentia Codicis Iuris Canonici, 366; Dizionario Di Teologia Morale, 154; Ferreres-Mondria, Compendium Theologiae Moralis, II, n. 753; De Herdt, Praxis Litur-gica, III, n. 294; De Amicis, Caeremoniale Parochorum, n. 386, 3. Common cloister. Absence beyond six months. In giv-ing permission for an absence beyond six months outside the houses of the institute because of ill health (c. 606, § 2), the Sacred Congregation is adding (1) the granting of "an appropriate dispensation from the rules incom-patible with the state of infirm health 0f the aforesaid sister," and (2) the injunction to superiors: "The perti-nent superiors shall take care that the sick sister is aided as much as possible by a thoughtful charity, especially with regard to spiritual matters, and that she be properly assisted." Permission given [or as long as necessary. The' petition stated: "Sister has been a. mental patient for sev-eral years, and the doctors have advised that she remain in this hospital." When granted the permission was not for any determined period but for as long as necessary. REVIEW fOR REr.IGIOUS, 15 (1956), 289--91; 18 (1959), 166. Admitting sisters o[ other institutes into tho refectory ol a congregation. "This Sacred Congregation hereby grants a general dispensation from the prescriptions of arti-cle., of your constitutions so that you may receive at table in your refectory all those sisters of other communi-ties whom you take into your juniorate." REVIEW FOR RELIGIOUS, 15 (1956), 285--87. Papal cloister. Veil covering grille. The Holy See permitted the removal of the veil covering the grille in.the parlor of a monastery Of nuns for the visits of relatives and others at the discretion of the abbess; REVIEW for RELIGIOUS, 16 (1957), 40-41. Ad-mission .o[ instructors. One monastery of nuns was per-mitted for ten years to admit into papal cloister "quali-fied feminine instructors to train the nuns in such arts and crafts as are compatible with the life of enclosed nuns., for the time strictly necessary . ~' REVIEW FOR RELIGIOUS, 16 (1957), 43-48. Entrance of extern sisters. One monastery of nuns received the faculty, in 1959, to permit the finally professed extern sisters to enter the enclosure (I) to take part in the community exercises in-sofar as, according to the judgment of the prioress, their duties on the outside permit; (2) for private retreats; (3) medical and dental examination and care; (4) sleep, when the prioress deems it expedient; to permit the tempo-rarily professed extern sisters to enter the enclosure for their renewals of vows and final profession; that these, the second-year novices, and postulants be permitted to enter (I) for novitiate exercises; (2) community exercises and sleep, according to the discretion of the prioress; (3) private retreats; and (4) medical and dental examination and care. REVIEW VO~ RELIGIOUS, 12 (1953), 289; 16 (1957), 47-48; 21 (1962), 1--9. General chapter. Ordinary and extraordinary. The Holy See is consistently defining an ordinary general chap-ter as the one that takes place at the expiration of the term of office of the superior general and on the vacancy of this office by reason of death, resignation, or deposi-tion, whereas an extraordinary general chapter is one held for any reason other than the election of a superior gen-eral. REVIEW VO~ RELIGIOUS, 18 (1959), 244; "1 (1942), 146. Anticipation or postponement of' general chapter: The Holy See approves an article of the following type: "The assembly of the ordinary general chapter at the end of the six-year term of office of the superior general may for weighty reasons and with the consent of the general coun-cil'be convened three months before or after the expira-÷ ÷ ÷ Practice oy the Holy See VOLUME 21, 1962 413 ~. F. Gallen, S.J. REVIEW FOR RELIGIOUS 414 tion of the term." "The general chapter will be held three months before or after the expiration of the term of mother general." REvIEw for RELIGIOUS, 19 (1960), 302-303. Secretary general and treasurer general. The Holy See now demands that both of these be given ex officio membership in the general chapter and that the treasurer general~be elected by the general chapter. It permits the appointment of the secretary general by the superior general with the consent of the general council. By the law of one congregation, the secretary general and bursar general were not elected but appointed by the mother general with the Consent of her council. The)' also did not have ex officio membership in the general chapter. The mother general with the consent of her council requested that they be given such ex officio mem-bership. The request was granted only for the next gen. eral chapter, in which the matter was to be submitted to the discussion and vote of the general chapter and again proposed to the Sacred Congregation. In the case of another congregation, the Sacred Congregation refused a requested change of the constitutions from the election of the secretary general and bursar general by the general chapter to appointment by the mother general with the consent of her council for a term of three years each. In one definitive approval of constitutions, a gendral re-vision, and a request for particular changes in the con-stitutions, the secretary general and bursar general were given ex officio membership in the general chapter but they were to be appointed to their offices for a term of three years by the mother general with the consent of her council. The Sacred Congregation, in all three cases, approved such an appointment of the secretary general but changed the appointment to elefition by the general chapter in the case of the bursar general. The approved constitutions of a congregation that was made pontifical contain the following: "After the election of the superior general, the chapter shall proceed on the same day, or on the following, to the election of the four general coun-cilors and the general treasurer . As soon as convenient after the gene(al chapter, the superior general and her council meet for the appointment of the secretary gen-eral . The general council, the secretary general, and the treasurer general remain in office until the next elec-tive general chapter." REWEW for RELIGXOUS, 18 (1959), 218; 12 (1953), 286; 10 (1951), 190--91. Ex oficio member-ship of regional superiors. In some constitutions, these are given ex officio membership; in others, they are not. Local superior of the motherhouse. In one set of consti-tutions, this superior was given ex officio membership in the general chapter of an institute divided into provinces, Use of proposed revision for an approaching general chap.~ ter. One congregation of sisters asked permission to use for an approaching general chapter the section on the general chapter from a general revision of the constitu-tions that was being prepared. The Sacred Congregation granted this request only for the approaching general chapter and with the following changes. (1) This revision enacted that the elected delegates from the provinces were to be, "four from each large province which numbers at least two hundred sisters of perpetual vows; three from each small province; and two from the houses, immedi-ately subject to the mother general." The Sacred Congre-gation added the following clause to the last. part of this article: "provided the number of sisters in all these houses [those immediately subject to the mother general] is equal at least to the number of sisters in the smallest province." (2) The ex officio members of the general chapter were: the mother general, general councilors, secretary general, bursar general, former mothers general, and mothers pro-vincial. The Sacred Congregation added to this article: "Should there be a question of replacing an ex officio delegate to the general chapter, a sister shall be chosen by the mother general with the consent of her council, unless there is question of a provincial. A provincial will be replaced in the chapter by her assistant." This is the first case I have ever encountered of substitutes for the general officials in the constitutions of lay congregations, nor are such substitutes found in constitutions or general revisions of constitutions recently approved by the Holy See, Time of election of tellers and secretary of the general chapter. The Holy See approved the request of a congre-gation of sisters to transfer these elections from the day of the election of the mother general to the preliminary session of the general chapter on the preceding day. RE-VIEW FOR RELIGIOUS, 21 (1962), 63-64; 17 (1958), 229-30. Definitive system of delegates must be approved by the general chapter. A mother general obtained permission to use one of the group systems of electing delegates .for an approaching general chapter, but the manner of elect-ing delegates in the future had to be discussed and voted for in the chapter and again proposed to the Sacred Con-gregation for approval. In another congregation, a gen-eral chapter voted to change the method of electing its delegates but left the determination of the method to the decision of the mother general and her council, who decided on the system and requested the approval of the Holy See. The Sacred Congregation replied that the sys-tem must be first discussed in the general chapter and put to the vote of the chapter. An analysis of the house system of electing delegates. In its petition for a change to a group system, one congregation gave an interesting analy-sis of the house system that it was then using, that is, a 4- 4- Practice o~ the Holy See VOLUME 21, 1962 4. .L F. Gallen, S.]. REVIEW EOR RELIGIOUS 416 larger house was one of twelve sisters of perpetual vows, and the smaller houses were combined into groups of at least twelve and not more than twenty-four sisters of per-petual vows. According to the analysis, four-fifths of the houses had fewer than twelve sisters of perpetual vows. Houses Sisters 15 of 12 or more sisters 324 29 of 6 to 12 sisters 251 31 of less than 6 sisters 108 75 683 There were 60 houses with less than 12 sisters; 26 houses had no representation in the chapter; but 3 houses with 4 sisters and 1 house with 6 sisters each had two represent-atives. This analysis i~ interesting, but it is of a house system whose basic norm is a house of twelve sisters of perpetual vows. The more common practice in the house system is to require only temporary vows, that is, to give the religious of temporary vows active voice. This would increase the number of larger houses, that is, of houses of twelve or more sisters professed of at least temporary vows; but it would be profitable to know to what degree the number of larger houses would be increased in this case. It is also to be recalled that the function of a general chapter is to treat of the more important affairs that con-cern the entire institute, not those of a particular house. Representation from all houses is not essential to such a purpose. GroUp systems are now receiving greater atten-tion, but some houses will always lack representation in any form of the group system. REVIEW FOR RELIGIOUS, 18 (1959), 215--17, 307--308; 10 (1951), 189; 5 (1946), 264-65. Systems of electing delegates apprdved by the Holy See. Five groups according to horizontal precedence. In the following system, thirty-five delegates are elected from the houses. The advantage of this particular form is that there are only five groups, not ten or twelve as are usually found in this system. The smaller number of groups gives each sister a larger number to choose from in her group. The pertinent article is: ". The names comprising these lists shall be divided into five groups, arranged by seniority according to profession, the local superiors first, then non-superiors. These shall be formed by the general c6uncil and shall be arranged by distributing the names of the local superiors and then the non-superiors horizontally in parallel columns. Each sister shall vote for seven of the sisters, that is, three superiors, four non-superiors, in her own particular group, in such a way that thirty-five dele-gates, fifteen local superiors and twenty non-superiors, will be elected." The following system is similar but al-lows for an increase to ten groups: "The mother general, with the deliberative vote of her council, shall divide the congregation into five equal groups of perpetually pro-fessed sisters. The sisters shall be listed across the five columns in order of precedence. From this grouping, one superior in each column shall be chosen as a delegate. The non-superiors are then listed in rank across the col-umns. From these, two delegates from each column shall be chosen. Thus the total number of elected delegates shall be fifteen . The number of districts or columns may be increased to ten, in proportion to the number of religious in the congregation." REvmw VOR RELm~O.US, 18 (1959), 216~17; 20 (1961), 143; 21 (1962), 64. Graduated vote and exclusion of preferred position of local superiors. In the following system, no local superiors were ex officio members of the general chapter nor did any fractional part of the elected delegates have to be local superiors. ".All sisters perpetually professed ten years or more shall have passive voice. Delegates are elected by secret graduated vote. Each sister having active voice shall indi-cate, in order of her preference, the sisters having passive voice for whom she wishes to vote. Each ballot shall con-tain the space for twenty-five names. The name listed first will receive twenty-five points. The name listed second, twenty-four points, and so forth. Each sister having active voice shall vote for not more than twenty-five nor fewer than fifteen sisters having passive voice. Repetition of a name on this ballot renders the second listing invalid. Ballots containing more than twenty-five names or fewer than fifteen names are invalid." REVIEW ~'oR RELIGIOUS, 20 (1961), 379-80; 18 (1959), 217. Second balloting in votes mailed in to the higher superior. This large congregation is divided into regions. Five delegates are elected from each region. As in the preceding system, local superiors are given no preferred position¯ ". each of the sisters will indicate on a specially prepared ballot, provided by the regional superior, her choice of five of the eligible sisters. ¯. The mother general, in a meeting of the general coun-cil, shall open and examine the ballots . She shall then make known the results to the sisters in each of the houses ofeach region. (c) Any sister who has received a majority of the votes of the sisters of the region is declared elected. If among the other sisters voted for, none has received an absolute majority, the sisters of the interested region will vote once again, as be[ore~ [or as many delegates as did not receive such a majority in the first ballot. Upon receipt of the second ballots, the same procedure as in (c) shall be followed but a simple plurality suffices for elec-tion . The five sisters receiving the highest number of votes after those elected on the second ballot shall be re-garded as the substitute delegates for their region." Ter-ritorial groups in a large congregation. "The delegates + + + Practice o] the Holy See VOLUME 21, 1962 417 4, ~. F. Gallen, S.]. REVIEW FOR RELIGIOUS to the general chapter shall be elected by the sisters pro-fessed of perpetual vows, as indicated hereafter, divided into groups of not less than 75 and not more than 90 electors. The grouping of houses for the formation of elec-toral groups to choose delegates to the chapter shall be determined by the superior general, or as the case may ¯ be, the sister assistant, with the deliberative vote of her council. Each group shall choose by secret ballot two dele-gates, one a superior and one a non-superior. It shall moreover choose in like manner one superior and one non-superior as substitutes . On the appointed day the sisters of each group shall meet in a room of the desig-nated house. The senior superior shall preside . " Public voting in the chapter of alyairs. The Holy See continues to approve an article of the following type in the constitutions of congregations of sisters. "All these matters are decided by an absolute majority. If the votes are equal, the mother general has the right of deciding the matter after the third balloting. The voting is public. Any capitular, however, has the right of requesting a secret vote on a particular matter. Such a request shall be put to the public vote of the chapter. If a majority favor the request, the voting on the particular matter shall be secret." R~vIEw VOR RELIGIOUS, 17 (1958), 368-69; 21 (1962), 55-57. General councilor residing outside the motherhouse. The usual practice of the Holy See in approving consti-tutions permits two of the general councilors, with the exception of the assistant superior general, to live outside the motherhouse in a case of necessity, provided they can easily attend the meetings of the council and that they are always summoned to its sessions. The constitutions of one congregation command all general councilors, without exception, to live in the motherhouse. The Holy See gave a dispensation for three years from this law to permit a newly elected councilor to reside outside the motherhouse and thus remain as superior and principal of a high school in another city, provided that it was not a question of the assistant superior general, that the coun-cilor in question could easily attend all sessions of the council, and would be summoned to all of them. R~vi~w voR RELIGIOUS, 19 (1960), 130. ~General councilor also local superior. The general norm of the Holy See in ap-proving constitutions is that a general councilor should not have any other assignment that would prevent the proper fulfillment of the duties of a councilor. The con-stitutions of one congregation specifically forbid a general councilor to be also local superior. A local superior, in her fifth year of office, was elected a general councilor. The Holy See was petitioned and granted the dispensa-tion for her to complete the six years as local superior. The reason, given was that her supervision was necessary until the erection of a building then in process was com-pleted. REVIEW l~oR RELIGIOUS, 19 (1960), 130-31. Re-gional superiors are given delegated authorit)). It appears to be the present practice to give regional superiors only delegated, not ordinary, auth6rity. REVIEW Fo~'REILIGIOUS, 90 (1961), 63; 18 (1959),.946--47. Immediate third te~rn of local superior (c. 505). In granting a dispensation to per-mit an immediate third three-year term in th~ same house to a local superior, the Holy See added the condition, "provided there had been no reasonable complaints against her." REVIEW FOR RELIGIOUS, 10 (1951), 197-98; 19 (1960), 301. First washing of purificators, palls, and corporals (c. 1306, § 2). At the request of the Minister General of the Order of Friars Minor, the Sacred Con-gregation of Rites renewed for five years on May 30, 1961 the faculty by which one brother or' sister sacristan in all houses of congregations of the Third Order of St. Francis may be designated to do the first washing of the purifica-tors, palls~ and corporals used inthe sacrifice of the Mass. Cf. Capobianco, Privilegia et Facultates Ordinis Fratrum Minorum, ed. 4, Romae: Antonianum, 1961, n. 353; RE-VIEW I~OR RELIGIOUS, 15 (1956), 101; 6 (1947), 374--75. Changes in constitutions. In two cases, changes requested in constitutions were approved on trial until the next general chapter. REVIEW FOR RXLIGIOUS, 19 (1960), 352- 63; 3 (1944), 68-69. 4- 4- 4- Practice ot the Holy See VOLUME 21~ 1962 419 RICHARD P. VAUGHAN, s.J. Obedience and Psychological Maturity ÷ ÷ ÷ Richard Vaughan, s.J. teaches at the University of San Francisco, San Fran-cisco 17, California. REVIEW FOR RELIGIOUS Obedience is a virtue through which an individual promptly and agreeably follows the commandments of his superior.1 It involves the sacrificing of one's own will so as to follow the will of the superior who stands in the place of God. Since it is the will of another that must be followed, obedience may mean that a religious must put aside what he actually thinks better so as to do the wish of his superior. Since obedience is a virtue, it calls for an habitual way of responding. A religious does not become ol~edient simply because he has a desire to be obedient. He must learn to be obedient. He must learn to see God acting through the commands of his superior. It is only after a considerable effort and practice that he becomes an obedient religious. Training in Obedience The initial phases of training in obedience usually take place in the novitiate where the young religious is taught to obey the least command, of his superior. During this phase of his life, he follows a strict routine aiad he is taught that he must seek permission to deviate from this routine in the smallest way. If he fails to do so, he is told that he is failing in obedience. In some orders or congregations, it not infrequently happens that the practice of obedience relieves the young religious of the personal responsibilities which he pre-viously faced before entering the religious life. He or she learns that the obedient religious is one who follows the command of the superior in his or her every action. This practice can eliminate all need of making decisions of any importance. Were the same seminarian or sister still living outside the religious life, he or she might well be facing the responsibilities of financing a college edu-cation or even of caring for a growing family. In the re- St. Thomas Aquinas, Summa Theologiae, 2-2, q.104, a.2. ligious life such responsibilities are removed. The re-ligious finds that all his needs are cared for. All that is asked of him is that he be prompt and generous in follow-ing commands. In many ways he is treated as a child and may find a certain contentment in such treatment. The question, therefore, present~ itself: "Is ~he praqtice of obedience at odds with full personality growth? Can a religious practice obedience and still become a mature individual?" Meaning of Obedience To answer this question one needs to consider what is the nature of true obedience and then reflect upon some of the developmental aspects of obedience. True obedi-ence calls for a human act; It is an act that springs from the will.2 It involves the exercise of freedom and judge-ment. It is not a mechanically performed act that flows from passive conformity or childish submission to au-thority. In other words, the supernatural obedience of a religious should differ radically from the mechanical habit of obedience practiced by a child towards his par-ents. The obedience of the religious is an act that calls for an active choice which is based upon faith and char-ity. It is an act which requires the individual to overcome his own will. In all its perfection, it is an act which re-qUires that the religious accept the judgement of tile su-perior as his own. True obedience, therefore, should de-mand the making of mature decisions. There are many possible reasons why a religious may obey his superior. Some of these reasons may spring from childhood or adolescent sources. Frequently the religious may be unconscious as to the precise reason .why he obeys. It is this unconscious aspect of obeying that often presents obstacles when a subject is given an order of obedience. The religious who has developed true obedience knows why he obeys and his reason is deeply rooted in faith. He accepts the demands of obedience because he loves God. He gives up his own wishes and desires, so as to lead a life more fully dedicated to God. In other words, he has developed for himself a supernatural way of life built on faith which he has made his own. He does not obey be-cause he is afraid of the consequence of disobedience. He does not obey because he cannot stand to live with the feelings of shame and guilt that follow his acts of dis-obedience. He does not obey because he desires the ap-proval and admiration of his superior. Rather he obeys because he is convinced that obedience is one of the vir-tues that he must practice if he is to follow the way of life that he has freely chosen for himself. To arrive at Ibid., a.3. ÷ ÷ ÷ Obedience and Maturity VOLUME 21, 1962 R. P. Vaughan, S.]. REVIEW FOR RELIGIOUS such a conviction calls for mature deliberation followed by a mature decision. Natural Foundation The young man or woman who enters the religious life has not come into this life completely devoid of the habit of obedience. Usually. he or she enters with the nat-ural foundation for future supernatural obedience al-ready well established. Natural obedience is a necessary part of human living. It is theproduct of Christian family life. Were there no such thing as obedience, chaos would reign in most homes and this chaos would continue on in every other form of social life. As long as men live to-gether in social groups a certain amount of obedience will always be demanded of them.s For the privilege of group living, the indi,~idual must sacrifice some of his freedom; but by the sacrifice of this freedom he gains new freedom. He is not less a man because he obeys but rather more of a man because by so doing he is living according to his God-given social nature. Since obedience is a necessary part of human living, it stands to reason that one must somehow develop the habit of obeying. It is not an inborn characteristic nor is it something that suddenly springs into being. Rather like many of the other developmental processes that mark the life of man, the practice of obedience too follows defi-nite stages of development until it reaches a state of full maturity. For example, the child develops the ability to sit before he develops the ability to walk;, and he develops the ability to walk before he develops the ability to roller skate. The infant has no experience with obedience. His first acquaintance with the demands of obedience usually are connected with fear and punishment. He either com-plies with the wishes of his mother or he is punished. He either submits to her demands or runs the risk of losing her love. As he grows older, he comes to imitate more and more the ways of his parents. He incorporates into his own personality many of their ideals, attitudes, opinions, and values. He now obeys because he wants to be like them. At this time there also comes into being the emotions of shame and guilt which are quickly attached to certain forms of behavior. These emotions play a major role in the obedience of a child. He obeys because a boy is sup-posed to obey his parents. When he fails to obey, he is plagued with feelings of guilt and shame. The uncom-fortableness of these feelings causes him to think twice before he gives way once again to disobedience. Thus through childhood and early adolescence the motivating force behind obedience can be reduced to the reactions of fear, shame, guilt, and admiration. St. Thomas Aquinas, Summa Contra Gentiles, 3, c. 117. Adolescent Rebellion With the advent of full adolescence, the average boy or girl begins to re-evaluate many of the idea/s, attitudes, and values that he or she has taken from his or her par-ents. Frequently the adolesce.nt,re, bels agai, nst, these,atti-tudes and values, not ~ecessarily becati~e he f~ils to see their intrinsic worth but simply because he realizes that they are not his own but his parents'. He realizes all too well that he must develop his own standards and values. He must form his own opinions. His attitudes must be his own and not those of his parents. Rebellion is a neces-sary part of growing up. It definitely influences the de-velopment of obedience but most outgrow .rebelliousness and progress to a mature practice of obedience. Then an individual obeys the laws of God and the State and the demands of thole placed over him because he sees that obedience in some form is a necessary part of the philos-ophy of life which he has worked out for himself. Defective Foundation The virtue, of supernatural obedience as .practiced in the religious life is built upon the foundation of.natural obedience that was established in childhood and adoles-cence. Where that foundation is weak or warped, the practice of religious obedience will be faulty. The re-ligious who has never advanced 'beyond the childish level of obeying because of fear will often find that this is the motivating force behind his obedience in the religious life. Likewise the religious whose chief reason for obeying has never gone beyond the level of guilt and shame over vio-lating a divine or human command will find himself obeying his superior for this same reason. Finally, the re-ligious' who has never fully passed through the stage of adolescent rebellion frequently finds himself at odds with his superior simply because of this rebellious spirit. Un-fortunately, there is a bit of the child left in all of us, which in regard to obedience means that to some extent motives peculiar to childhood and adolescence linger on. The extent of their influence often depends upon our ability to detect and counteract such motivation by the development of full maturity in our obedience. When a young man or woman enters the religious life, he or she has already achieved a certain level in the de-velopment of natural obedience. Success in the develop-ment of supernatural virtue will depend upon the nature of the natural obedience. If the natural foundation for supernatural obedience is faulty, then this handicap must be remedied before the novice can be expected to practice true supernatural obedience. Effective training in obedi-ence, therefore, may require such counseling and direction as would be necessary to allow the young religious to see Obedience and Maturity VOLUME 21, 1962 + + ÷ R. P. Yaughan, S.]. REVIEW FOR RELIGIOUS 424 why he obeys or why he fails to obey or why obedience presents such a problem to him. It is hoped that such counseling would result in insight into failures at specific levels of development followed by a change in attitude and motivation. For example, the seminarian who meets every command with a feeling of inner rebellion might be led to see that he is simply reacting to his superior in a way quite similar to the manner that he reacted to his father or mother when as an adolescent he was given a command: Once the natural foundation has been repaired, then the religious is in a position to develop supernatural obedi-ence. Supernatural Obedience Ultimately, however, whether the natural foundation for obedience must be repaired or whether that founda-tion is solid, training for supernatural obedience demands the building of a deep spiritual and ascetical life that is highly personalized. An essential part of this highly per-sonalized spiritual life would be an inner conviction that the most perfect way to love God is through the sacrifice demanded by obedience. If this personal conviction is at-tained, then acts of obedience will pose no problem but will be undertaken as a necessary part of the more perfect way of life which the religious has freely chosen to fol-low. Thus there would seem to be no value in practicing the young religious in useless acts of obedience, since obedience flows from a conviction and not from frequently repeated acts. 0bedience.is simply the natural outcome of a deeply spiritual life founded on faith and charity. The religious who understands the meaning and purpose of obedience and at the same time has a firm desire to live his life totally for God cannot help but practice the virtue of supernatural obedience when faced with a command from his superior. His total dedication to God leaves him no other choice but to follow God's will as manifest through the voice of his superior rather than his own will. To make a true act of obedience, therefore, demands a certain level of maturity. It demands that one has put aside at least to a significant degree any childish or adoles-cent qualities and' that he has assumed the responsibility of making a total dedication of himself to God. Generally speaking, only the mature person is capable of such a dedi-cation. True supernatural obedience is, therefore, a virtue possessed only by mature religious. Immaturity in Religious The mode of training given some young religious, how-ever, would actually seem to militate against the achieving o~ supernatural obedience. Under the guise of obedience; some groups of religious demand of their novices and newly professed religious a type of submission that simu-lates the obedience expected of a.child. It should not be surprising then to see in these religious a regression to childish forms of behavior. All one has to do is witness the immature actions of some novices and young religious to become aware that a return to earlier levels of behavior must be taking place. Often their way of acting is totally inappropriate to their age level. If it were seen in a college student or even more so in a young married man or woman, it would meet with amazement and embarrassment. Such behavior is often passed over with the justification that the seminarian or sister is just a novice or junior professed (as if these stages of the religious life entitle a person to regress to childish modes of acting). Noticeably absent in many novitiates and houses of stud-ies are opportunities to make important decisions for one's self. All that is required is fidelity to a routine way of life or to a course of studies, such as would be expected of the average ten year old. Frequently this absence of oppor-tunities to make decisions continues on long after the re-ligious has left the formative period. If the young religious is a teacher, the superior makes all decisions in regard to every phase of school activity. All initiative must come from the superior, and not from the subject. Thus One should not. be surprised that many religious do manifest certain signs of immaturity. They have been "treated as children and respond accordingly. Responsibility and Initiative The practice of obedience does not demand that the religious abandon all responsibilities, refrain from making decisions, and take up a childish existence. Within the framework of obedience, there is ample room for personal responsibility, initiative, and creativity. Whether these factors do exist in a group practicing the vow of obedience will depend upon the concept of obedience held by both the superior and the subject. If the superior envisions obedience as a process whereby his subjects become mere mechanical extensions of his own ego, then the practice of obedience will probably stifle psychological growth as expressed through initiative and creativity. In this situa-tion all initiative must come from the superior. No deci-sion is made by the subject without the explicit approba-tion of the superior. However, it would seem safe to say that such a limited view of obedience is far from the true view. A religious can practice the virtue of obedience without being under the explicit aegis of obedience in his every act. Thus he may be assigned a project and given full responsibility for making all decisions in regard to this project and still be operating under the vow of obedi- 4- 4. + Obedience and Maturity VOLUME 21, 1962 425 ÷ ÷ ÷ R. P. Vaughan, S.]. REVIEW FOR RELIGIOUS 426 ence. It might be said that young religious should be given such responsibilities if for no other reason than to hasten the process of psychological maturity. For example, a novice should be given the full responsibility of teaching catechism to a group of public school children. He should be impressed with the idea that it is his responsibility to plan what is to be taught and how it is to be taught--pre-supposing some kind of general syllabus. He should be made aware of the fact that the success or failure .of the undertaking rests upon his shoulders and not upon those of the master of novices. Furthermore, the initial concep-tion and impetus for a project need not necessarily come from a superior if it is to be a work of obedience. It is the superior's approval that places the work under the banner of obedience. Thus if the novice who is teaching catechism develops some new ideas in regard to audio-visual aids, these ideas should not be stifled but encour-aged. The wise superior is one who realizes his own limita-tions and at the same time the potentialities ol~ his subjects and, as a result, looks for that initiative and creativity in his subjects which he may find wanting in himself. Personality, Weakness, and Obedience On the other side of the coin is the subject's attitude to-wards obedience. Due to a certain weakness of personality, some religious make use of a false notion of obedience as a means of solving their inner problems. Pseudo-obedience relieves the religious of overwhelming responsibilities and allows others to make decisions which he himself may be actually unable to make. It allows him to lead a protected, passive existence, free from the demands of adulthood. It requires no initiative on his part. It asks only that he do what he is told. Such conformity can hardly be honored by the name df obedience. Actually there, is no sacrifice of one's own will to follow the will of the superior. There is simply a following of the will of the superior because the subject is too weak to do otherwise or because childish sub-mission offers him a protection against a threatening world. On the other hand, the subject who understands the meaning of true obedience sees that he can take the initiative in many situations and that he can make use of his God-given creative powers as long as he does so under the approbation of his superior. He is also one who is will-ing to sacrifice these powers when the approbation of a su-perior is not forthcoming. Thus whether initiative and creativity will be limited in a life that professes the vow of obedience will depend upon the meaning that both the superior and the subject give to obedience. In conclusion, it can be said that the practice of obedi-ence and maturity are far from incompatible. If the obedi-ence is not mere submission but rather the true virtue of supernatural obedience, then it should further psychologi-cal maturity since only the mature religious is capable of a total dedication to God demanded by the virtue of obe~li-ence. Moreover, it can be said that true obedience offers the subject ample opportunity to assume such responsibil-ities as foster maturity. 4. ,4. 4- Obedience and Maturity VOLUME 21, 1962 427 ANDRE AUW, C.P. Contentment: Child of Poverty ÷ ÷ ÷ Andre Auw, C.P. is stationed at the Passionist Semi-nary, 1924 Newburg Road, Louisville 5, Kentucky. REVIEWFOR RELIGIOUS 428 Nothing is more characteristic of our modern jet age than the desire for change. Every day we Ere faced with constantly changing challenges to buy and try new magic-ingredient tooth pastes and detergents, to exchange old-model cars and freezers for better, newer ones. Dom Hu-bert Van Zeller, O.S.B., has summed up this spirit very neatly: "A man today will think little of changing his job, his house, his son's school, his religion, his political alle-giance, his car and his wife--perhaps all in the one year.''x This restless spirit is a sign and symbol of man's discon-tent. Men are discontented today, and they are discon-tented because they have a feverish thirst for things. They want things they would be better off without; they want things they cannot even use; they want things they simply cannot have. Men want things for many reasons: often be-cause having things is a symbol of security or a mark of distinction. But whatever the reason, men keep reaching out for new things to possess as if their very survival de-pended upon it. The sad fact is that the acquisition of all these things only adds to man's discontent. It is like a man who seeks relief from pain by taking morphine; the ensuing pain of addiction is worse than that of the original malady. Mother Janet stuart has supplied us with a better pre-scription for the illness of discontent. Faced with these same symptoms she once said: "We must either possess more or desire less." Implicit in Mother Stuart's statement is a rejection of the "possess-more" theory. Experience soon proves to us that the mere addition of things no more solves the problem of the discontented man than does the addition of drinks solve the problem of the alcoholic. The remedy is reduced to one choice: we must desire less if we 1 Dom Hubert Van Zeller, O.S.B., Approach to Calvary (New York: Sheed and Ward, 1961), p. 92. would find contentment. And the way to desire less is to develop the spirit of poverty. Often the very mention of the word poverty causes the formation of a series of unattractiveimages in our minds. The word seems to have the touch of winteT about it, sug-gesting something cold and sterile. But such is not the case. Poverty is a warm, lovely, life-giving thing. St. Francis of Assisi thought of poverty as a beautiful woman: Lady Poverty. St. Ignatius told his followers that they must think of poverty as a mother. The analogy of a woman or mother is especially apt since both are considered as sources of life and beauty. Woman's role is essentially life-giving and love-giving. And so it is with poverty. Poverty prepares us to receive the fullness of the Christ-life, and it continues to nourish that life. It prepares us to receive the everlasting love of the Spirit, and it keeps that love vibrant and strong. Rightly then is contentment called the child of poverty, for it is the first-born of a spirit which is essen-tially life-giving and love-giving. It is the fruit of the Spirit of love. In addition to this, poverty is the great liberator of man. Fallen nature has ringed us round with a steel circle of egocentrism. Poverty breaks through this closed circle and opens'up our souls to the wider worId of which Christ is the center. It gives us the thrilling freedom of the children of God, enabling us to soar instead of having to trudge along, burdened by the leaden weight of useless things. Most of the ugly effects of original sin can be, in some measure, neutralized by the spirit of poverty: self-interest, self-will, and especially self-pity. This latter effect, which is an unreasonable absorption in our current handicaps or misfortunes, can be one of our chief sources of discontent. Yet how wonderfully does a genuine spirit of poverty nul-lify our tendency towards self-pity. Helen Keller furnishes us with an excellent example of such a spirit. From child-hood she has borne the burden of blindness, deafness, and the inability to speak. Few have had better reason to in-dulge in self-pity than Helen Keller, yet never has she done so. Listen to her own life-summary: "It has been a happy life. My limitations never make me sad. Perhaps there is just a touch of yearning at times. But it is vague, like a breeze among flowers. Then the wind passes, and the flowers are content." It was the spirit of poverty which en-abled Helen Keller to appreciate herself as God had fashioned her. Poverty led her to contentment. As we read through the Gospels we cannot fail to notice the insistence of Our Lord upon the necessity for poyerty. Christ promised the "kingdom" to the poor: "Blessed are the poor in spirit, for theirs is the kingdom Of heaven" (Mt 5:3). By "poor in spirit" Christ meant the "little ones," the anawim of the Old Testament. These are the helpless, ÷ ÷ ÷ Contentment VOLUME 21, 1962 429 ÷ Andre Auw, C.P. REVIEW FOR RELIGIOUS 430 childlike souls who accept all things from God's hands, who depend upon Him as a child depends upon a father, who willingly suffer persecution because they know that no matter what happens to them, their heavenly Father will care for them. The spirit of poverty produces in us this same childlike attitude towards ourselves and things and God. One of the ways in which it does this is by painting for us a picture of gratitude. We suddenly see how much we really have, and, as a result, the needs and desires of the moment as-sume a less important value in our eyes. The following story is told of Brother Andrd, C.S.C., the famed apostle of St. Joseph at the shrine in Montreal. One day a man came to him complaining of his numerous misfortunes, and the saintly .brother said to him: "Tell me, would you take a hundred thousand dollars for one of your eyes?" The man answered, "Why, of course notl . Or for.one of your feet or hands or arms? . No!" replied the man. "Well then,'.' said Brother Andre, "count them up: With your eyes and hands and feet and arms and legs, you're worth over a million dollars!" In his simple, homely way, Brother Andr~ conveyed a telling truth: we all are far richer than we realize. Such counting of blessings, this development of a deep sense of gratitude is one of the chief ways in which poverty prepares us for the gift of contentment. It is far easier, once we see how much we have, to control our desires for the things we have not. Slowly thi~ initial realization ex-tends to the conviction that w~ really need very little. And it is then that we will have been made rich by our spirit of poverty. The great reformer of La Trappe, De Ranch, saw the beauty of this paradox and thus wrote: "It is not the man who has much who is rich, but the man who wants nothing." Another way in which the spirit of poverty produces in us a childlike attitude towards things is by filling us with a genuine sense of compunction. Much of our greedy grasping for things derives from an inherited tendency to be what we are not. Like our first parents, we see an. at-tractive object and then begin to act as if we have a right to it. We, also, listen, to the serpent and try to "be like gods," asserting our self-interest and our self-will in oppo-sition to the divine interest and will. Compunction strikes at the roots of this tendency. An analogy is seen in the case of a man who in a moment of weakness has been unfaithful to his marital promises. Al-though the man may be forgiven by his wife and reunited to her love, still he always carries in his heart a remem-brance of his sin. This remembrance is a good thing, for it serves to prevent the man from reaching out again to-wards illicit loves. Now in a similar way, compunction helps us to control our desires by recalling our past infidelity to God's love. Compunction shows us two things clearly: the self-deceit of egocentric desires, on the one hand, and the miracle of God's forgiving love, on the other. Between these two poles of awareness we can live content, no longer ~rusting in selfish d~sires but rather relying totally upon God's will in our regard. Compuction, then, helps us to forget the things we should not remember, and to remember the things we must never forget. We are enabled to forget our unreason-able preoccupation with self. At the same time we can never forget that .we are sinners deserving nothing, lovers who have been unfaithful, and yet, despite all this, we are chosen souls who have been called to become saints, des-tined to share God's love for all eternity. Gratitude and compunction thus constitute two princi-pal ways in which the spirit of poverty will prepare our souls for the gift of contentment. Gratitude says to us: "You have so much." Compunction adds: "You have so much which you do not deserve." Both help.us to see our-selves and things and God with the clear vision of children: humbly, trustingly dependent upon God for all things. The true purpose of the spirit of poverty is the attain-ment of freedom from the captivity of self in order to be united to God. Poverty has the power to swing us from the orbit of egocentrism into the orbit of Christocentrism if we permit it to neutralize, one by one, our self-centered desires and attachments. An important consideration to recall at this point is the fact that our desires and attachments always wear most at-tractive apparel. Yet it is also true that, like Dante's hypo-crites, the beautiful cloaks are inreality leaden weights and the splendor of their appearance in no way lessens the ugliness of that which they try to hide. Desires can come to us under the cover of charity for our neighbor or zeal for souls. And all the while 'such desires may be purely self-centered. One such desire frequently comes to religious who have lived in their community for upwards of five years. The novelty has vanished, and in its place come new yearnings. Suddenly the religious feels that a different religious so-ciety might be the solution. A teaching sister feels that her talents belong in a missionary group; a Jesuit is attracted to the life of the Trappists. Yet almost always the counsel of a prudent spiritual director is: "Stay where you are." Since the desire appears under the guise of greater good for the Mystical Body of Christ, the ensuing trial can be very difficult for the particular religious. It is at such.a time that one discovers the meaning of a spirit of poverty. Thomas Merton went through this or- Contentment VOLUME 21, 1962 + ÷ ÷ Andre Auw, C.P. REVIEW FOR RELIGIOUS 432 deal. He longed to share the solitude of the Carthusians. He thought that such a lifd would better serve the inter-ests of Christ and the Church. He was wrong. Heeding the wise counsel of his spiritual fathers, he remained with the Trappists to become a source of countless other contem-plative vocatons. It is, then, a man with personal expe-rience who later wote these lines: "Do not flee to solitude from the community. Find God in the community and he will lead you to solitude." Thomas Merton met the test of poverty; he relinquished his egocentric desire in a true spirit of poverty. Thus, for him, poverty led to content-ment. The lives of the saints are filled with similar trials. Be-fore they received the gift of contentment, they had to sac-rifice some dear desire or attachment.-For some it was a thing, for others a place, for still others a friendship. But like a cautery, the spirit of poverty had to burn away the cancerous growth of egocentrism. In the book, St. Madeleine Sophie Barat, Mother Ma-guire, R.S.C.J., describes an incident in the lives of Sophie Barat and Philippine Duchesne. Their early years to-gether were marked by a wonderful understanding and intimacy; yet this had to be sacrificed. The author says in reflecting their attitude: "[It was] a brief honeymoon of religious life to which they looked back nostalgically all' their .lives without ever doubting it was better to give it up." Both saints met the test of poverty; and thus, for them,, poverty led to contentment. Not that poverty does its work without pain. We all re-call that Francis of Assisi was the great exemplar of pov-erty, but what we may forget is the price he had to pay to win the hand of Lady Poverty. Francis Bernardone was a. man with warm Italian blood in his veins and had a poet's appreciation for beautiful things in his heart. He liked good food and the taste of fine wine. He enjoyed the ad-miration of his stalwart friends and the adulation of his fair admirers. But one day Infinite Love and Perfect Beauty spoke to Francis in his poet's heart and said: "Sell all, and come follow Me." It took years of struggle with himself, but Francis won the battle. One by one he cast aside his attachments as he had earlier cast aside his cloth-ing at the feet of his bishop and thus, "naked followed the naked Christ." Then it was that he was able to become the Poverello, singing to the birds and blue skies his constant refrain: "My God and my alll" For Francis, poverty led to contentment. And in southern France a young girl who became a woman without ever losing her childlike spirit of poverty was asked one day about a strange paradox in her life. Bernadette Soubirous had seen and talked with the Mother of God. She had been honored as had few mortalg. before her. And yet all the honors disappeared when she entered the convent. There she worked about the kitchen, accepting humiliation as a part of her daily fare. A fellow religious thought it odd that our Lady should give her such recognition and then ignore her, and she asked Ber-nadette why this should be so. Bernadette replied by way of a question, "What do you do when you have finished using a broom? . Why, I put it in the corner," answered the sister. And Bernadette said, "Well, that's just what our Lady has done with me. And. I'm happy in my corner." For Bernadette Soubirous it was equally true: poverty led to contentment. So it is that the spirit of poverty leads us from self to Christ. By its power we are enabled to pull away from the overly strong attraction of self-centered desires and are permitted to be drawn into the dynamic, life-giving love of Christ. As we empty our souls of self, Christ fills them. As we lose a worldly love, we gain a divine one. The spirit of poverty gives us the ability° to accept our-selves as we are, for by means of gratitude wesee how much we really have; and .by means of compunction we see how little we really deserve. Poverty helps us to forget the un-important facts of our lives and to remember the things that matter. Poverty lets us feel. the gentle hand of our Father, soothing the ache of our troubled minds, quieting the cry of our restless hearts, and calming the urgency of our impelling desires. It give~ us childlike trust for the needs of tomorrow and childlike joy for the deeds of to-day. Of all the saints, none has better expressed the life-giving effects of the spirit of.poverty than St. Paul. He .has given us a magnificent example of a man made rich through poverty, of a man living the fullness of the Christ-life. By his own testimony, St. Paul underwent a long cata-logue of apostolic .sufferings: hunger, nakedness, want, imprisonment, scourgings, persecution, lies, misunder-standings, disappointments. And yet with all these suffer-ings Paul was able to say: "Not that I have anything to complain of, for I have learned the secret, in any and all conditions, of being well-fed, and of going hungry, of hav-ing plenty and of going without. I can do anything through Him who gives me strength" (Phil 4:11-14). The example is a shining one for us. The language is clear. It is the statement of a sinner who became a saint, speaking to us in the beautiful vocabulary of Christian contentment. Contentment VOLUME 21~ 1962 GEORGE E. GANSS, S.J. Prudence and Vocations ÷ Rev. George E. Ganss, S.J., .St. Mary's College, St. Marys, Kansas, is the director of the Institute of Jesuit Sources. REVIEW FOR RELIGIOUS This article will deal with the order of practice; that is, its purpose will be to suggest some practical applications of prudence to the technique of counseling young men and women about vocations. For this purpose we do not need any detailed discussion of the metaphysical intrica-cies connected with the topic of prudence. But a brief re-view of the highlights, in one paragraph, will help us to get our bearings. The Concept o[ Prudence Prudence is correct knowledge about things to be done, recta ratio agibilium. St. Thomas accepted this definition from Aristotle and sagely pointed out that prudence is the application by the practical intellect of wisdom to human affairs (Summa Theologiae, 2-2, q. 47, a. 2). This is our basic concept. It is accurate but abstract. Hence we can profitably add some other observations which give it human warmth. Etymologically, prudentia is derived by contraction from pro-videns, looking ahead, St. Augustine says (Quaest. Lib., q. 83, a. 61), "Prudence is the knowledge of things to be sought and things to be avoided." St. Isidore of Seville is a little quaint but charming and not far wrong when he writes (Etymologiae, X, PL 82, 202), "A prudent man--one who, so to speak, looks far ahead; for his sight is keen, and he foresees the probable outcome of uncertainties." Prudence directs the other moral virtues so that fortitude may not degenerate into foolhardiness, or temperance into fanaticism, or justice into unreasonable rigorism. Prudence, too, leads a man to take counsel about the best means to be used to attain some end, to judge soundly about their fit-ness, and to direct their being carried into practice (Summa Theologiae 2-2, q. 47, a. 8; q. 51, a. 1, ad Basically, prudence is a natural~ virtue which is acquired ',, by experience and exercise. But a man in the state of grace receives also the infused virtue of prudence which supernaturalizes both the habit and the act of the natural virtue and makes them fruitful toward the supernatural destiny, the beatific vision (Summa Theolog!ae 2-2, q. 47, a. 14, ad 1). ~ Applications We now proceed to apply this theory in the practical order. The "thing to be done," about which we are seeking at least some "correct knowledge," is the tech-nique of counseling young men and women who may perhaps accept God's invitation .to dedicate their lives to Him in priestly or religious life. I think that our first step had better be to oil the gears of our own sense of humor, Some wag wrote this definition: "A crazy man is one who holds an opinion different from mine." This wag fared happily until his friend the crazy man applied the definition back to the wag who wrote it. After that, nobody could tell which one really was the crazy man, or which was crazier than the other. Now, I shall suggest some techniques of vocational counseling which I hope are prudent. But if the tech-niques of others are different from mine, and if I there-fore brand their techniques as imprudent, then I am crazier than my crazy wag just described above. There are many apt procedures or means to stimulate or guide young men and women to desire to consecrate them-selves to God. Each counselor must seek the methods which work best with his personality and his set of local circumstances. In each case the personalities of the direc-tor and of the advisee are important and highly individu-alistic factors. What works well with one counselor or advi~ee sometimes will not work at all with others. So, for each of us the exercise of prudence is our.continual search for correct knowledge and its application to our task in hand. In this, observation of the techniques of others is sometimes helpful because it brings new ideas which we can apply. It has been my good fortune during the past twenty years to counsel many boys and girls who have entered all the states of life. Most of these youths were in college, but many were in high school, and some in the grades. As a result of this experience, I shall suggest some procedures which God has on His occasions blessed with success. But I state them precisely and merely as suggestions which each one can modify, accept, or reject according to his own personality and situation. 4- 4- Pl/orucadteionnc$e and VOLUME 21, 1962 ÷ ÷ ÷ G. E. Ganss, $.1. REVIEW FOR RELIGIOUS 436 The Function of the V.ocation Counselor One point in which a zealous counselor of potential priests or religious can exercise prudence consists in his being aware of.his proper function. It is not to cajole or to "pressure" youths into "trying out" a seminary or novitiate; that would be the practice of "roping in" which they generally resent. Rather, the advisor's func-tion is to cooperate with God's grace in stimulating the boy or girl in such a way that he or she conceives on his own the desire to dedicate himself to God in priestly or religious life. As means to attain this effect, he can be an example of one who is happy in his dedicated life, and he can say and do things which bring 'the young people to see for themselves both the values and the joys of con-secrated life. The counselor's function can be called one of procreating grace. He stimulates the thoughts and de-sires which God supernaturalizes and through which, as actual graces, He gives the increase. A Sample Procedure How can he do all this prudently? To remain concrete and practical, I shall suggest, or rather exemplify, one procedure which has often turned out to be effective both with individual advisees and with groups (either in re-treats or in the classroom). 1. Put the advisee or group at ease by explaining your policy and procedure, somewhat as follows. "God has given to each young man or woman the right to choose his or her own state of life, and no one else--parent, priest, sister, or friend--ought to force or "pressure" one into any state. A counselor's function is to give the young person information by which he can make his choice mole in-telligently, or to explain the selections open to him, or to point out possible errors in his thinking, or, above all, to give him a chance to think out loud without feeling that he is as yet committing himself. But the making of the decision belongs to the youth himself; and that will be my policy in dealing with you." 2. Point out that the basic consideration, the hub around which everything else turns, is a clear and opera-tive concept of the chief purpose of life. For example, the counselor can present this statement and bring it to life: "God made me to give me an. opportunity to increase my sanctifying grace here below by performing meritori-ous deeds and by receiving the sacraments, and by means of this to merit a proportionately greater capacity here-after to know God directly, to love Him, to praise Him, and to be happy by the act of praising Him. The effor~ to do this here below is the pursuit of Christian perfectionl or spiritual development." 3. Explain that, to speak practically, there are four chief states of permanent situations in life in which one can work out his Christian perfection: those of marriage; single persons in the world; priesthood; and religious life as a nun, brother, or priest. God .invites each you.ng per-son into one of thosefor Which heis ~uited, but He leaves it up to the youth to accept or rejec~ this invitation. Hence the boy or girl should think the matter out, bring it to a head, and make his own decision. After he has made his choice and brought it to its irrevocable stage, God wants him or her to develop himself according to God's directives for the state he has entered, and to for-get about what might have happened if he had chosen some other state. In practice I have found it psychologically best with groups to explain marriage first--at considerable length and as an attractive state in which husband and wife should help each other to work out their Christian p~r-fection, Most of those present will marry, and all are spontaneously interested in this vocation. A careful and' inspiring presentation of Christ's plan for His Mysti-cal Body in miniature disarms the hearers of any fear of being "roped in" to one of the consecrated states. Then they are interested and happy to listen to an explanation of the other vocations to which God invites some. 4. Present a sound norm of choosing. The problem is not which state I like best, or even which is the best, for example, marriage or a consecrated state, Rather it is, which is the best for me with my personality and char-acteristics. To put it concretely, the most prudent pro-cedure for the youth is to conjecture, as prudently as he can: "In which of these states am I, with my personality, my temperament, and my personal abilities, likely to in-crease my sanctifying grace the most?" Variant wordings of this norm can make it clearer and more attractive, for example: ,In which state am I likely to bring greater glory to God?" or "to serve God and my fellow men the best?" 5. Give a theological explanation of what a vocation is, pointing the explanation to the particular.state of life in which the advisee is showing interest, for example, the sisterhood. This can be done in words somewhat like these. "Every vocation, to any sta~e of life, entails three elements: (a) God's invitation, (b) a decision of the in-dividual to accept it or not, and (c) a decision of the Church to admit him to the state in question. "For example, in its completed stage a vocation to the sisterhood comes into existence through these steps. First, through the thoughts or impulses and desires which are actual graces, God invites the qualified girl to offer her-self to serve Him and His Church in religious life. ÷ ÷ ÷ Prudence and Vocations VOLUME 21, 1962 (;;. £. (;(=nss, $.]. REVIEW FOR RELIGIOUS ~t38 "Second, she enters upon her period of deliberation. Helped perhaps by some reading, and surely by prayer, and perhaps by a counselor who will be guide, philos-opher, and friend but not a pressing salesman, she thinks out the details of her physical, intellectual, moral, and temperamental suitability for the life and work of the order she is thinking of entering. She weighs the pros and cons--and generally it is wise to write them in op-posite columns of a paper. Thus she formulates them more clearly, captures them for possible future use in moments of wavering or temptation, and gets the chance to evaluate their cumulative worth. "ALmong the reasons for, she sees the nobility of dedi-cating her life to God, and the spiritual values this of-fers: opportunities for growth in sanctifying grace~ Among the reasons against are the many values she must sacrifice to get those spiritual values: money of her own, marriage, being master of her own decisions, and the like. These latter values, being largely material and tangible, are often more attractive to human nature than the spiritual values which are more abstract. But through her prayerful thought, God gives her the light to see that the spiritual values are in reality the greater ones. Hence, for a good motive (one predominantly spiritual though it may be supplemented by natural motives), she decides to apply for admission. After proper investigation of her character and qualifications, the Church, acting through the re-ligious superior whom she has delegated, accepts her for the order. She now has a religious vocation in its prelim-inary stage, the stage for testing. "She enters the postulancy and then the novitiate, where she tests the life and the life tests her. As she goes along she discovers that her n~otives for leading the life grow stronger. Also, she gives reasonable satisfaction to those in charge of her. Toward the end of the novitiate she decides to pronounce her vows for the length of time the Church permits, and the Church decides, through the superior, to permit her to pronounce them. In similar fashion she goes through the periods of temporary pro-fession and then decides, again with the permission of the Church expressed through the superior, to consecrate her-self to Christ the King forever by perpetual vows. Now her vocation has reached its complete stage. This can be described as a set of circumstances in which she has a well founded hope that she will receive from God the helps she needs to live happily and well as a religious." 6. Gently tell the advisee to think this matter out pray-erfully and come to her decision. Give her a pamphlet or something else to read--preferably something not too long. The present writer has written his own pamphlet for this purpose which embodies the approach described above: On Thinking Out Vocations--to the Four Stages o[ Life (Queen's Work, St. Louis 18, Mo.). Reading this enables the advisee to review and even expand all that she has been told. Also, welcome her to come back for as many informal discussions as she wants. In what way is the procedure .outlined above an appli-cation of our principle of prudence? I think that it is such an application for two main reasons. First, it helps the advisee to set up his problem, and it shows him by ex-ample how to think it through. Second, right from the start it throws the burden of decision upon the individual. That is, it points up to the advisee the fact that sooner or later he or she must bring the matter to a head, think it out, and make a firm decision in the light of the clearly seen motives for and against. If she or he enters a con-secrated state, he will persevere only by the activi.ty of his own will aided by God's grace; and it is well that his first entrance also comes about through a similar act of his own will aided by God's grace. This advisee has not received any urging, but only the encouragement and self-confidence which are inherent in his discovering for him-self clear knowledge of the motives which bring him to enter religious life and to persevere. Raising Motives of Prospective Vocations We come now to a new application of prudence: some suggested means of gradually raising the motives of young men and women who begin to show an interest in the priesthood or religious life. The process which God seems to use most frequently in granting vocations---either vocations to the faith or vo-cations to priestly or religious life--is that of a gradual progression from natural to supernatural motives. This is why many priests have noticed that the majority of their conversions have sprung from courtships. In so many cases the motives which first evoke a non-Catholic's in-terest in the Church are natural ones: intimate friendship with a Catholic and the thought of marrying him or her. If the priest whom the non-Catholic approaches Simply tells his timid inquirer that his motive is unworthy, the inquirer departs and never returns. But if the priest is friendly and sympathetic and by his instructions gradu-ally raises the inquirer's motives, in many instances the latter eventually requests baptism for motives truly supernatural; and he would enter the Church with or without that marriage. God employs a similar technique in bestowing many, if not most, vocations to the priesthood or the religious life. The motives which first lead John or Mary to think of begoming a priest or nun are often on a purely natural plane. He has, perhaps, a religious teacher whom he ad- Prudence and Vocations VOLUME 21, 1962 439 ÷ ÷ ÷ G. E. Ganss, REVIEW FOR RELIGIOUS 440 mires. That teacher's classes are well prepared, and he is always cheerful, approachable, willing to listen and then to help. His happiness and peace of soul shine through his work. John. gets the dim thought: "He (or she) is happy doing something really worthwhile, I'd like to be like him." Someday, perhaps with nervous shyness or clumsy inepititude, he stutters out an inkling of his vaguely formulated thought to a priest or nun who is in a position to direct him. If this director is inclined.to judge--"This person gives evidence of not knowing what a vocation means; his motives are insufficient, unworthy, shallow; therefore he has no true vocation"--he will also be prone to send John or Mary away quickly with a brief or even a curt remark, And John or Mary will not return. But if the direetor is alert and willing to risk his time, often he can gradually, patiently, and tactfully give John or Mary more motives; he can raise their natural ones to a supernatural level, so that eventually they will con-secrate themselves to God from motives truly worthy. In The Faculty Adviser for March, 1944 (St. Louis: The Queen's Work), Father Lawrence Chiuminatto, S.J., wrote that, in replies to a questionnaire, several hundred nuns listed, in order of frequency, the following attrac-tions which brought them to religious life: (1) The happiness, peace, contentment, friendliness, and so forth, of the sisters with whom they came into contact. (2) The good report and example of their relatives in religion. (3) An inner attraction to the life . a sense of happiness they felt in being in the companionship of sisters. (4) An increasing realiza-tion of the emptiness of worldly pleasures, which feeling sur-prisingly often followed the most enjoyable of parties and the best kind of entertainment. (5) An increasing love for Christ and the desire to work for souls. (6) A growing desire for a life of prayer and service, free from the dangers of temptations: (7) Lack of interest in the opposite sex and in establishing a family. (8) The glow of happiness experienced when present at religious processions, or even visiting a convent. (9) Lack of satisfaction and the peace of mind they sought. (10) The desire to make amends for their past life. (11) (Last and least of all) Some book or pamphlet read, sermon heard, retreat or mission made. Notice how many of these motives are natural ones; this is especially true of those observed first and conse-quently often the ones first broached to a director. They are natural, yes, but capable of being supernaturalized. Many of them, for example, 1, 2, half of 3, 4, 7, and 10, may at first seem unworthy motives. What if some director had hastily concluded to the unsuitability of those who had them and discouraged these young women who now are able and happy religious? Clearly, therefore, in many cases the director's tasK and opportunity is to raise natural motives to the superi natural and to supply additional motives as well. As-suredly he will discourage unfit subjects. But he will not be too hasty to conclude that an inquirer is unfit. Rather, he will strive to make true of himself what Isaiah said of Christ: "A bruised reed he will not break~ and a smoking wick he will not quench" (M~°12-:20). '°' ~' ' ' But how shall he proceed with prudence in order to realize his opportunity? Here again each director will have to use his own ingenuity. But here are a few sug-gestions: he can always show himself kindly, approach-able, easily accessible, and interested in the. advisee. He can make him feel welcome, and let him talk, even ram-ble. Once the advisee has worked up the courage to talk freely about vocation, he will talk himself into better motives, especially if he is drawn out a bit by questions somewhat like this: "Yes, that is a good reason [or becom-ing a priest; but isn't there another reason in your.mind, something like this, that you want to serve Christ better?" Other means of raising or adding motives will occur to you as you observe the need of each case. And as you work keep up your courage despite some disappointments. Remember, Christ did not win all his cases; neither will you. So do what you can, and with peace of soul leave the rest to God. Plant and water and pray Him to grant the increase. Allowing Full Freedom in the Choice o[ a Group When John or Mary has decided to .dedicate himself to God, the Church allows him full freedom to apply to the order or diocese in which he thinks he will bring greater glory to God. It is prudent for the counselor to do the same. He may well give information about the type of work done, or the need of personnel, or the out-look on the spiritual life of any of them, including his own. But if he exerts pressure in favor of his own or any other group, he may well stir up resentment in the young person and spoil the vocation for his own and all other groups too. The choice belongs to the boy or girl. In the long run all the groups of priests, brothers, or nuns will come out best if they follow a policy such as this, for all of us will be working to help one another. Each of us should indeed ha,~,e love and loyalty towards his own group, but above all should be our love and loyalty to-ward the welfare of the universal Church. The Screening o[ Candidates It is obvious that applicants who are clearly unfitted or unlikely to become suitable religious should be discour-aged from entering the novitiate. But prudence requires that a vocational counselor should not be too quick to decide that one is clearly unfitted. Frequently through + 4. 4. Prudence and Vocations VOLUME 21, 1962 44.1 academic counseling, or tests of his general intelligence or ability to read English, some one temporary deficiency is discovered which can be remedied. It is wise, too, for the vocational counselor to remember that he is not yet recommending one for ordination or for perpetual pro-fession. Rather, he is recommending that the advisee be given a chance to enter the course in which he will de-velop himself and eventually prove himself fit for ordina-tion or perpetual profession. Virtually every vocational counselor who has had years of experience will discover something like this as he re-flects back over cases he has handled in the past. Many of those about whose fitness and disposition he felt most sure sooner or later dropped out. And many of his border-line cases about whom he felt most insecure happily de-veloped in an unexpected way, and they are today doing excellent work as happy priests or religious. He shudders at the thought of what would have happened if he had been too rigid. We are 'dealing with at least two unpre-dictable factors, human free will and God's grace. We cannot guess all our cases. St. Thomas has told us that in many things human prudence cannot be infallible. In other.words, all we can hope for is a good batting average. Let us accept our human limitations, and with them do the best that we can for God, and confidently leave the test to Him. That is the final application of prudence which I have to suggest. Also, if others think that a dif-ferent approach is better for them than that which I have described, it does not mean that either of us is necessarily wrong. G. E. Ganss, S.]. REVIEW FOR RELIGIOUS WILLIAM C. MclNNES, s.J. Adaptation of Retreats for College Students In one of the introductory observations to the Spiritual Exercises, Saint Ignatius very wisely comments that "the Spiritual Exercises must be adapted to the condition of the one who is engaged in them, that is, to his age, educa-tion, and talent." Hardly any retreat director, amateur or professional, would professedly disregard such an in-struction. Yet many directors are perhaps not fully aware of the practical consequences of such an instruction. Some, succumbing to the favorable comments of ~hree or four delighted sisters after a retreat, will° feel that they have, therefore, successfully reached ninety to one hun-dred retreatants. Others, suspecting that experience by itself brings empathy, feel assured that they can reach sisters and brothers, religious and lay people with little extra effort since "they are all essentially the same." But neither unrepresentative comments nor even ex-perienced intuitions can be a satisfactory basis for the large-scale conducting of retreats today. Adaptation re-quires a firmer foundation than pleasantly prejudiced opinions or intuitive knowledge. It demands a valid and representative insight into the mentality of the audience. Such an insight is, in fact, almost as important as a knowl-edge of the Exercises themselves. It is just as necessary to know whether a message is being received by a particular audience as it is to know what the message is. The retreat director must, then, be armed with some understanding of the audience he is attempting to reach as well' as of the instrument he is trying to use. Without the latter the director has nothing to say; without the former he is talking only to himself. This knowledge of the audience, which is the basis of successful adaptation, is of special importance in plan-ning retreats for college students. Usually these retreats to students are given to rather large groups, they last only three days, and they offer a condensed version of the + William C. Mc- Innes, S.J., is associ-ate dean at Boston College, Chestnut Hill 67, Massachu-setts. VOLUME 21~ 1962 443 ÷ ÷ ÷ W. C. Mclnne$, REVIEW FOR RELIGIOUS Ignatian Exercises. But even more than the changed. circumstances, the changed character of the audience postulates special adaptation. The modern student moves in a world that shapes much of his life and most of his views. It trims his ideals and sets a horizon to his vision. It colors his power to speak and his power to listen. It determines his power to pray and his ability to sit still. A sympathetic insight into this world along with a re-alization of the problems in communication that are raised are fundamental to the success of college retreats. The question is not: should we adapt retreats for college students or not? It is: how can we best adapt? To many outsiders a college campus is a remote, ivy. covered island in a hectic world, and a college student's life is permeated by that pastoral calm. Someone has calle~t college "a four year bracket before the beginning of real living." But the stereotype is inaccurate. Actually the four years of college are years of restless searching, new discoveries, and increasing pressures which leave a deep imprint on student lives and hence are certain to influ-ence receptivity to any message, spiritual or otherwise. A college career today is more institutionalized and pressurized than ever before. The college student begins his college career as a College Board score in the admis-sions office; he survives as a cumulative average in the registrar's file; and his whole academic record is sum-marized and punched out by an IBM printer. During his four years of school, he will be continually pressured to produce, to get good grades "if you want to get into graduate school," to rank in the top ten per cent of your class "if you want an interview for a good job at the placement office." Meanwhile all around him he dis-. covers heightened opportunities for sense pleasure and for taking a "break" when he thinks he needs it or when the pressure gets too great. And frequently he finds that he has the inflated wallet that makes these "breaks" fi-nancially possible. The external pressures from organization and pleasure are matched by an internal confusion which also jams any channel of communication to his soul. No respectable student today would be found dead wearing the label of "organization man." Yet college campuses are cluttered with the symbols of conformity--a conformity ruled by some anonymous Seventh Avenue clothing merchant or a "name" drama critic on a New York newspaper. A grow-ing sophistication makes most college students reject violently any argument from authority. Yet many of them will adhere dogmatically to a relativism that makes all intellectual pursuit an entertaining exercise without either agonizing pain or blinding ecstasy--and, worse~ without any deep commitment. In such an environment! it should not be surprising that the vision of truth is un-consciously tarnished by life's distractions and the dedi-cated pursuit of an abstract ideal is unwittingly slowed down by the practical concerns of life and the growing feeling that "it really isn't what you know but whom you know that counts." It is to this buffeted, pleasure-loving, uncommitted young generation that the retreat movement reaches out. And successfully too. The growing number of retreat houses, the steadily rising statistics of the number of re-treatants making closed retreats annually, the growing importance of the layman's retreat movement prove the fact. Why? Because retreat directors are speaking the message of Christ in language modern students can grasp. As long as there is contact, the message can get through. During the past two years, the author has directed a series of closed weekend retreats for Catholic college men. These retreats were held at a nearby seminary where the retreatants made the standard Ignatian Exercises and were also able to take some part in the community life of the seminary. In an effort to insure a continuing contact be-tween director and retreatants by determining the reac-tions of actual participants, a written questionnaire was devised and distributed at the close of.each retreat. The questionnaire sought to determine their impressions, fa-vorable and unfavorable, what they found most helpful about the retreat and what they found most difficult, what they would suggest to be changed. A~total of 203 detailed returns, representing about eighty per cent of the total number of retreatants, was received and form the basis of this study. Some may object that a sociological instrument of this type has no place in the giving of retreats. Such a device, however, is actually far more representative than the scat-tered oral comments of a few retreatants, and it is far more objective than the intuitive impressions of the director. Will it extract any worthwhile information? It .can, if properly constructed and explained so that bias and leading questions are eliminated. Compared to one hundred per cent accuracy, it is, of course, poor. But compared to a pure guess, it is certainly an improvement. And since one hundred per cent accuracy is impossible by any means and a pure guess is inadequate by any ob-jective standard, it does provide at least some exploratory information that can give important leads to an inquiring retreat director. The retreat groups which form the basis of this study ranged in size from seventeen to fifty-eight. The average number was thirty-five. Three of the groups were made up of undergraduate students majoring in business; two other groups were taking liberal arts. One group was 4. 4. 4- Retreats College Students VOLUME 21, 1962 445 + W. C. Mclnnes, S.I. REVIEW FOR RELIGIOUS 446 composed of sodalists, most of whom had made retreats before; two other groups were composed primarily of students making retreats for the first time. One group wax composed of a senior class taught by the director and so were all known to him beforehand; two other groups were from another Catholic college and had never met the director before. One group was an intercollegiate group of business majors from three colleges; another group was an alumni group~mostly married---of men. working in business. Hence this diversity of composition permits some comparisons between those with a profes-sional education and those with a general education; be-tween those with previous retreat experience and those with none; between undergraduates versus alumni, strangers versus friends of the ,director, those .familiar with retreats and those who had never made a retreat before. Some of the findings of this study are perhaps obvious. Others are revealing. Still others, while obvious in con-tent, are revealing in the extent and force with which they appear. Some of the general highlights of the study follow: 1. A voluntary closed retreat means many different things to each retreatant; but to all it is a very special event which greatly impresses the college student who makes it, especially if he is making a retreat for the first time
Issue 7.4 of the Review for Religious, 1948. ; "Review-for Rehg ous J:ULY 15, 1948 The Pres~ence of God . c.A. Herbsf ,An Ency~cllcal on the Lifurcjy . j. P~tz Plus XI! on Bees . ~Aucjustlne.Klaas Giftsto Relicjious-IV ." . Adam C. Ellis LaSallian Formula for Apos÷ola÷e--J.i Brother Charles Henry Book Reviews VOLUME VII Questions Answered NUMBER- ! REVIEW FOR RELIGIOUS VOLU~IE VII JULy, 1948 NUMBER CONTENTS THE PRESENCE OF GOD-~C. A. Herbst, S.J .1.6.9 " AN ENCYCLICAL ON THE LITURG'~--J. Putz, S.2 .1.7.5. OUR CONTRIBUTORS . . ". . 190 PIUS XII ON BEES-~-Augustine Klaas, S.2 .191 GIFTS TO RELIGIOUS--IV. SOME PRACTICAL CASES--, Adam C. Ellis. S.J . 195 QUESTIONS AND ANSWERS-- , 25. Place for Clergy at In~'estiture or Profession .208 " 26. Secret Vote in Council Meetings . 208 27. Extreme Unction for the Aged in "Danger of Death" . . . .208 28. Sister Renounces Right to Share in Father's Will . 209 29. Soliciting Votes Prohibited; Delegates Vote according t'o Own . Conscience . 210 30. Wills by Religious before and after the Code . 210 31. Absence from Public Recitation of Little Office .211 32.~Making the Sign of the Cross 4. . 211 33. Erlenmeyer Flasks as Cruets . . . 212 34. Genuflection after Receiving Holy Communion . . ." . . .212 ¯ THE LaSALLIAN FORMULA FOR A FRUITFUL APOSTOLATE--II.-- Brother Charles Henry, F.S.C . 213 'PENITENTIAL INSTRUMENTS" . . . . . - . 219 BOOK REVIEWS-- Come, Follow Mel; My God and My All .220 BOOK NOTICES . ' . 221 REVIEW FOR RELIGIOUS, July, 1948. Volume VII, No. 4. Published bi-monthly; January, March, May, July, September, and November at the College Pri'ss, 606 Harrison Street, Topeka. Kansas, by St. Mary's College, St. Mary's, Kansas, with ecclesiastical approbation. Entered as second class matter January 15, 1942, aS the Post Office, Topeka, Kansas, under the act of March 3, 1879. Editorial Board: Adam C.'E1iis, S.J., G. Augustine Ellard, S.J., Gerald Ke11y, Ed!torial Secretary: Alfred F. Schneider, S.J~ .Copyright, 1948, by Adam C. Ellis. Permission is hereby granted for quotations of reasonable length, provided due credi~ be given this review and the author. Subscription price: 2 d011ars a year. Printed in U. S. A. Before writing to us, please consult notice on Inside back, cover. "['he Presence of God C. A. Herbst, S.J. dr4-| N HIM~WE LIVE, and move, and are" ()~cts 17:28)? This is | ~the; classical e,x, pression in the New Testament of the presence of God. God s presence is brought incomparably closer'to us in the New Law through JeSus Christ, Our Lord. But this attribut~ is ~brought out strikingly in the Old Law, too. To the father of all believers and the head of the chosen people God said: "I am the Almighty God: walk.before me, and be perfect" (Gem 17:1). "I set the Lord always in my sight" sang the Psalmist (Ps. 15:8). and: "Whither "shall I .go from thy spirit? or whither shall I flee from thy face? If I ascend into ~heaven, thou art there: if I descend into hell, thou art. present. If I take my wings early in the mornirig," and dwell in the uttermost parts of the sea: Even there also_shall thy hand Idad me: and thy right hand shall hold me. And I said: Per-haps darkness'shall cover me: and night shall be my light in my pleasures. But darkness shall "not be dark to thee, and night shall be light as the day: the darkness thereof, and the light~ thereof are alike to thee." (Ps. 138:7-12.) In ~he New Law, Our Lord expressed it perfectly, of course. "If any one love me. he will keep my word, and my Father will love him. and we will come to him, and will make our abode with him" (John !4:23_). "And I will ask the Father, and he shall give you another Paraclete, that he may abide with you forever. The Spirit of truth, whom the world cannot receive, because it seeth him not, nor know-eth him: but you shall know him: because he shall ab.ide with you, and shall be in you." (John 14:16-17:) St. Paul wrote to the Ephe-sians: o''One God and Father of a11, who is above all, and through all, .and in us all" (Eph. 4:6), and to the Corinthians: "Know you not, that you are the temple of God, and that the Spirit of God dwelleth in you?" (I Cot. 3:16) : "Know" you not. that your members are the temple of the Holy Ghost, who is'in you?" (I Cor. 6!19). One can merely mention "here .the inexpressibly wonderful presence of God in the Holy Eucharist and in our hearts in Holy Communion. God is present in three ways, says St. Thomas (Summa I, q. villi, a. 3)'.He is present by His kn. owledge. "Neither is .there any creature invisible in his sight: but all things are naked and open to His eyes" 169 C: A. HERBST Review for Religiotts (Heb. 4:13). St. Augustin~ expands on this a little. "'He is to be " " 170 feared in public and in private. If you walk, He sees you. If yo.u go into the house, He sees you. If the light is burning, He sees you. If the light, is out, H~ sees you. Go into your room. He sees,,you. Withdraw into your own heart: H~ sees you. Fear Him: Him Whosd whole c.are it is that He keep His Eyes upon you. Fear Him and be pure. if you wish to sin, find a place whereHis Eyes are not upon yo,u and then do what you please." (Sermon 132.) This presence of God is most important and practical. That is why we find it emphasized for all Christians right in the beginning of the catechism. "God is,every-where. God sees us ~and watches over us. G6d knows all things, even our rhost secret thoughts, words and actions.': It is a simple truth, too. Cardinal Newman says: "It is my wish to take an ordinary .child, but still one who is s/fie frbm influences destructive of his re-hgious. instincts. Supposing he has offended his parents, he will all alone and without effort, as if it were the most natural of acts, place himself in the presence of God.~. We shall not be wrong in holding that this child has in his mind the image of an Invisible Being, who exercises-a partic.ular providence among us, who is present everywhere, who is heart-reading, heart-changing, ever-accessible; open- to impel~ra~ rion." (Grammar of Assent.) God is presen.t in all things by I/is power. All things are subject. ¯ to Him. He "works" in'all things, "reacheth from end to end mighti-ly, 'and ordereth" all 'things sweetly" (Wis. 8: 1), "upholding, all things by the Word of his power" (Heb. 1:3). St. Ignatius Loyola was deeply impressed by God at work in His'creatures. "Consider how God works and labors for me in all thingS'created on the face' of the earth--that is, behaves like one who labors -as in the hea~,ens, ele2 ments,'plants; fruits,~attle, etc., giving them beir~g, preserving tl~em, -giving them vegetation and sehsation, etc." (Contemplation for Gaining Love.) Without this presence of God we could not do any-. thing; He must concur with "us in every action. "He gives life to all our members by-His intimate presence, and so communicates life and strength to our faculties for their proper actions tfiat H~ walks with ° our feet, heaf~ with'our ears, sees with our eyes, and feels in our whol~'. body. Were He to withdraw, we could not act any, more; we should have no faculties or powers to act left." (Le Gaudier, De Perfectio.n~ Vitae Spi[itudlis, Pars V, Sectio viii, caput I.) How truly we say with I~aias: "Lord, thou hast wrought all our works for us" (Is. 26:1.2). ,lulg, 1948 THE 15RESENCE bF GOD By His essence also God is present in all things in thaLHe created them, gave them their ,very substance and,beihg. "I beseech thee, my son; look upon heaven and earth, andall thai isin them: and consider that God made them out of nothing, and'mankind also" (II Much. 7:28). '.'By him all thinigs consist'" (Col. 1:17). God is more present to usothan we are to ourselves. Lessius the theologian says: "God with all His goodness is in a way more .present to each thing than it is-present to. itself. For He is completely and intimately present to every single particle and indivisible point of the thing,~whereas the thing:itself~ is not completely present to" each single part,,of itself. Neither is one part intimately present to the other, nor is any part present tO the whole." (De Perfectionibus Moribusque Di~inis, Liber II, caput iii). God's presence shines forth from the works of His Handh. "I will behold thy heavens," the works of thy fingers: the moon arid the stars which thou,.hast fbunded. O Lord our Lord, how admirable is thy, name in all the earth" (Ps. 8: 4, 10). "For the invisible things of him, from-the creation of the world, are clearly seen, being understood by the things that are made; his eternal power also, and'divinity'' (Rom. 1:20). The seraphic St. Francis saw God in everything: the birds, the fishes, the Iambs,¯the trees,'the flowers, _fire, the wolf of Gubbio. "At eyery step he heard the thousand-fold Sursum Corda echoing from the works of creation, filling him with the knowledge, the praise, and the love of God" .(Felder, The ldealh o[ St. Francis o~ Assisi, 423). The preserice of God as presented by Sacred Scripture. the theo'- logians, and the saints is a great fact. It is a divine trhth. All solid devotion and genuine piet~r must be founded on'divine truth. But even a ~reat supernatural truth, a divine fact, will have no influence on spiritual living unless we put it to work in our lives. We must realize it, make it real for ourselves. The exercise of the presence ofo God is an aspect 6f recoll~ction.~" "By it we center our ,inner_ "actively.off God p~resent ~with us and in us throughout the day insofar as this ,is c?n_sonant,with the duties of our state in life. We must make our-selves consck~Us of G~d's presence if it is to help us grow in virtue. Wd must '°'wake up and live." We must recall the presence of God. "Sire must advert to it, think of it. We must cultivate this virtue by m~king acts so that it_may become a habit. At first the acts will be fear and sh6rt, as before mentafprayer, for instance. This is recommended in The Spiritual Exercises: "I will stand a step or two before the place where I am about to contemplate or meditate f_or~the Space of an 171 ~. A. HERBST Review for Religious~ Our Father, my mind raised or/high, considering how God'our'Lord sees me, and I will make an act of reverence, or humility" (Third Addition.). This sh6uld be done gently,,Without forcing the imagi-nation or straining the mirid. It is a restin9 in the presence of God. Gradually we can increase the number of times: before all prayer, when we change occupations, while moving down the stairs or through the hall,~and so on. A little ingenuity will find" or make many an occasion for rendering successful" this business of perfection ~s it does for making any business a success. The most common way, no doubt, and the simplest way to recall the presence of God is.by the use of ejaculat~ry prayers. Renewing one's good intentions is another fine means. Occasional short acts will gradually bedome more frequent and longer, and the habit will be formed. Then, since v~e,tr~asure God as oui greatest'good, our thoughts will lovingly turn to Him in those numerous free intervals throughout the day. "Where thy treasur~ is, there is thy heart also" (Matt. 6:21) St. Francis de Sales gives four ways of plating oneself in the presence of God. ~ The first consists in a lively and attentive apprehension'of the omnipresence 6f God. which means that God is in everyt~hing ai~d everywhere, and that there is not any place or thing in this world where he is not most assuredly present: so that, just as th: birds, wh:rever they. fly. always encounter the air. so. wherever we ~o, or wherever we are, we find God present. The second way of placing yourself in this holy present:e, is to think that not only is God in the place where you are. but that he is in, a very special manner in your heart and in the depth of your, spirit, which he quickens and animates with his divine presence, since he is there as the-heart of your heart, and the spirit 'of. yGur spirit. The third way is to consider our Saviour, who in his humanity looks from Heaven upon all'persons in the world, but particularly upon Christians who are his children, and more esRecially upon those who are in prayer, whose actions and be-l~ aviour he observe/, The fourth way consists in making use of the imagination alone, iepresenting te ourselves the Saviour in his sacred humanity, as though he were neat to us; just zs we are wont to represent our friends to ourselves. (Introduction to the Devout Life, II. 2.) The practice of the presence of God was a means to great sanc-tity for Brother Lawrence, a G I of seventeenth cen~tu~y France, who became a discalced Carmelite lay brother cook. The little book of his Conoersatt'ons and Letters is illuminating in this matter and has 'helped many. It may be well, therefore, to hear a few words from him. \ Thus I continued some years, app!ying my mind carefully the rest of the day, and even in the midst of my business, to the'Presence of~Gcrd, whom I considered 172 Jul~l, 1948 THE PRESENCE OF GOD always as wiih me, as in me. At length I came insensibly to do the same thing during my set time of praye~',' which caused in me great delight and consolation. This practice produced in me so high an esteem for God that faith alone was capable to satisfy me in that point. I havequitted all forms of devotion and set prayers but those to which my state obliges me. And I make it my only business to persevere in His holy Presence. wherein I keep myself by a simple attention and an absorbing passionate regard to God. which I may call an actual Presence of God: or. to speak better, a silent and seciet conversation of the soul with God. (Sixth Letter.) He is always near you and with you: leave Him nor alone. You think it rude to leave a friend alone who came to visit you: why, then. must God be neglected? Do not. then, forget Him. but think of Him often, adore Him continually, live and die with Him; this is the glorious empl~oyment of a Christian (Eleventh Letter.) When one deeply-loves another, one longs for him, l~ngs to be "with him. One is happy to be in that presence, just to rest there, though no words are spoken. The lover wants to be with the beloved. This brings great joy. With God, this brings full contentment and peace. Brother Lawrence said: "I know not what I shall become: it seems to me that peace of soul and repose of spirit descend on me. even in sleep. To be without the sense of this peace would be affliction indeed: but with this calm in my soul even for purgatory I would console myself." (Seventh Litter.) Great happiness must come from the ~ertain knowledge that that God is present who loves us beyond measure, who is infinitely ricla so that He can bestow every blessing, infinitely good and willing to give us what is belt for us. This will afford much consolation in time of trial. Men may not know our trials and sorrows, or, if they do, do not understand and do not care. But the ever-present God knows with an infinite knowledge my most secret sufferings. He understands perfectly, living as He does in my very heart. "And He cares. He will sustain and comfort me. But God present with us is infinitely great and holy, too. We must regard Him with profound respect. This, added to great love, gives reverence, a virtue which flows naturally from a realization of the presence of God, a virtue which the world today so woefully lacks. It is that gift of the Holy Ghost called fear of the Lord, that (ear Which is the beginning of supernatural wisdom. In the spiritual life ;c is a tempering virtue and will not permit ~ny undue familiarity in the creature's love for its Creator. This Creator-creature relation-ship, the most fundamental of all religious relationships, must be carefully preserved. Reverence is the etiquette.of the heavenly court. We must follow its norms if we are to act properly in God's presence. It will appear in our exterior not only when we pray but in the 173 C. A. HERBST modesty of the eyes, our poise, gentle, gravity, .custody of~ all the senses, and general external deportment. When I come to realize that the God Who cleated me to'praise, reverence, and serve Him and thus to save my ioul is present with me and in me, I c:innot but feel a deep sense of responsibility. And He has mad~e all else for me, too. I am the king of ~reation. "What is there that I ought to do more tomy vineyard, that I have not done to~ it?" (Is. 5:4). One cannot be too careful to live up to His expecta, tions, one just dare not be wanting in fidelity. Noblesse oblioe. "Un, to whomsoever much is given, of him much shall be required: and 'to whom they have committed much, of "him they will demand the mbre" (Luke~f2:48'). We certainl3~ must see how absolutely futile and stupid it is 'to act out of human respect when the dyes of God are Upon us. But to sin in His very presence, to violate the divine law in the very presence of God thr~eatening eternal death this is the height o~ ir~solence. Even the pure angels tremble in His sight. ,"Know, you not that you are the temple of God, and ~that the Spirit of God' dwelleth in you?' But if any man violate the temple of God, him shall God destroy. For the temple of God 'is holy, which you ar. ." (I Cot. 3:16, 17.) - We might well pray here as Lessius does at the end of his treatise on the immensity of God. "Turn, I beseech Thee, my heart inward to Thee in the depths of my soul, that I may live with Thee, the noise of creatures far away and the tumult of importuning thoughts silenced. May I ever see Thee present, love Thee, venerate Thee, hear Thy Vgice, present to Thee the miseries of my exile and find con-solation in Thee. May forgetfulness.of Thy presence never overtake me, my Light, the Sweetness of my soul! May I never forget Thee; but'always, whithersoeve~ I may turn, may the eyes of my soul be fixed on Thee" (olo. cir., II, iv). Or more briefly with St. Augustine, "Most sweet God, this shall be my agreement with Thee: I shall completely die to myself that Thou alone mayest live in me. I shall be absolutely silent, that Thou mayest speak in me. I shall be per-fectly quiet, that Thou alone mayest work in me." 174 An Encyclical on the Lit:urgy J. Putz, S.J. [EDITORS' NOTE: This article is reprinted with permission from The ~Montblg (Vol. XII, pp. 81-97), Since the official English version of the encyclical Mediator Dei was not available at the time of writing, the author worked on the Latin text and ~he Italian version. The Latin text has no subtitles: thbse given in the-article aie-practically identical wih those added in the Italian version., Part II of the encyclical treats of the Eucharistic Cult. As it is the longest and-most important part, we keep it over for a second article.] 44~mHE liturgical movement will one day be recognized as one~ of ¯ | the most ch.aracteristic phenomena o~ modern Catholicism."1 It, was initiated a century ago by Dora Gu~ranger and has developed as part of the Catholic revival which started as a reaction against eighteenth-century rationalism. At the beginning of the present century it received a new and powerful impulse from the " famous Motu proprio of Pius X. It has: ifievitabIy produced some faddists and extremists who have at times hindered its progress and provoked opposition; but in spite of this it has undoubtedly achieved very desirable and much-needed results. Its influence on the Catholic mind and life is evident: the liturgy is~better understood and appre- ¯ tinted; it is celebrated with greater care and devotion: the sacraments . are better frequented: the laity, to a large extent, has been brought to take a more active part in the Mass and th~ prayer of the Church. and to understand better its own organic function within the Mys-tical Bod~ of Christ. During these last ye,ars, the intense fermentation of Catholic - thought and life; which has been 6he remarkable'effect of the Second ¯ World War in several European countries, has been manifesting itself also in the liturgical field. The fervent activity of theologians and pastors ma~y be expected to lead up to an important renewal of liturgi-cal life. Bu~ impatien~t reformers are calling for ~quick changes and sdmetimes are taking the law into tl~eir own hands. Fads and efaggerations have also become bolder. Noris there complete agree-ment on the line to be followedo Some conceive the liturgical revival as a return to the past, while others, more desirous of a really popu-lar liturgy, stress the need for further evolution. ' Pope Plus XII thought the time had come to make an official ~These are the opening .words of Dora O. Rousseau's Histoi~e da Mouveraent Liturgique, Paris, 1945. 175 J. PUTZ Ret~ieto for Religious ,statement on the principles that must govern the "liturgical renewal,'~ in order.that the liturgy might be (as it should be) not an occasion of strife but°a bond of union. On November 20, 1947, he issued ~ln encyclical "On the Sacred Liturgy," which begins with the words Mediator Dei et hominum. The headlines of some Catholic news-papers have characterized it as a "warning against liturgical e~rrors.': But it is immensely more than that. It is primarily positive and doctrinal--an exposition of the meaning and greatness of the liturgy, and an exhortation to a genuine liturgical spirit. The very first v;rords put the liturgy in its true context: it is a continuation of Christ's priesthood. As a doctrinal document Mediatbr Dei supplements the great encyclical On the Mystical Body, the doctrine of which pervades. every page of it. After having in the previous encyclical made Cath-olics aware of the wonderful nature of the Church, the Holy Father now wants to lead them to a more intense and intelligent participa-tion in the life of the Church, of which the liturgy is the most impor-tant expression. While reproving those who, "too.keen on novel-ties, stray from the path of sound doctrine and prudefice," the Pope" also expresses his sorrow because in "some places the study of the liturgy is too much neglected. Therefore, while restraining the imprfident, whose exaggerations can only "compromise a holy" cause," he wants also to rouse those who are indolent or fearful of any progress. He encourages legitimate p~rogress: indeed, as one commentator puts it, "movement" in the liturgical movement" will date from Mediator Dei.2 After an introduction which ~xplains the reasons that have induced the Holy Father to speak on this matter, the encyclical devel-ops its theme in four parts: (1) the nature of the liturgy in general; (2) the Eucharistic cuIt; (3) the Divine Office and the liturgical year;. (4) pastoral directions. PART I. THE NATURE AND EVOLUTION OF THE LITURGY I. The Priesthood of Christ Continued Man's fundamental duty is to acknowledge and worship the divine Majesty--a duty, primarily of each indNidual man, but also a collective duty of the human community. The perfect cult of God, of which the Old Testament was but a shadow, began with Jesus Christ, the High Priest of the New Testa-ment. His whole life on earth was a priestly life, spe~t in prayer 2Gerald Ellard, S.J., in America, Jan. 10, 1948, p. 408. 176 Ja[~/, 1948 AN ENCYCLICAL ON THE LITURGY" and s'acrifice, consummated on the Cr(~ss; in all His actions He had but" one end in view, the glory of the Father and the,ever-gr.eater .~anctification of men, by which men-in turn give God the glory due to Him. His priest}~ood is to continue: "The divine Redeemer wished thatthe priestly life begun~ by Him in His mortal body should continue throughout the centuries~iri His Mystical Body which is the Church. For this~ end He instituted a visible priesthood to offer everywhere the 'pure oblatiofi,' in order that all men, from.East and West[ freed from sin, might spontane-ously and willihgly ~erve God." The Church, then, continues 'the priesthood of Christ, especially in, the sacred liturgy. She has the~sa'me purpose and function as the Word'Incarnate. By her teaching and her government, by her sacri-fice and sacraments, by her prayers and her blood, she tends to make Christ grow in the souls of men, to build up here on earth that "holy temple" (Eph. 2: 19-22) in which the divine Majesty may receive a' cult Well-pleasing to Him. The liturgy "is the public .worship of the Church, the worship of the Whole Christ, Head and m(mbers. "In every liturgical action, together with the Church is present her divine Founder. Christ isopresent in the august Sacrifice of the altar, both in the person of the~,minister and especially under the Eucharistic Species." He is present in the sacraments by His powkr, which He infuses into them to make them instruments effective of sanctity. He is present, finally, in the praises and .supplications addressed to God, acording to His promise, 'W~ere two or three are gathered in my name, I am in the midst of them.' " The litu~rgical action began with the foundation bf the Church. Wherever there was a group of Christians, there "we find an altar on which 'the sacrifice is offered and round which evolve the other rites that sanctify men and enable them to give glory to God." Among these rites are, first of all, the sacraments; then hymns and psalms for the praise of God; shcred readings; and, finally, the homily by the 6ne who presides at the hssembly: ' As time went on, the cult evolved according to circumstances and the needs of the faithful; it was enriehed' wi~h new rites and formulas. "Thus the priesthood of Jesus Christ is ever active, since the sacred liturgy is nothi'ng bu~ the exercise of that priesthood." 2. Interior and Exterior Cult This section treats the most fundamental problem~of the liturgy, the relation and "tension" that exists between exterior and interior worship, between objective and subjective elements 0f'spirituality~ between: socihl and individual oreligion. The cult due to God is both interior and ixterior. Exterior wor-ship requires rio justification as~ it is natural to ~.man, neclssary for social ~worship, and apt,' to stimulate and intensify/ interior religion. .But the esse~tial_ elsrrient of worship is interior self-dedication, without, hrhich ':religion becomes a vain and empty fdrmalism." (cf. Mark 7: 6: Is. 29: 13). The Chdrch never'separates the two; she wants exterior observances to be the expression 'of a sincere heart ~triving after perfection in the service of God. Theoliturgy " has a special power Of its own to sanctify the. soul. The Eucharistic sacrifice and the sacraments are-efficacious primarily ex opere operato; while the prayers and ceremonies with which the Church has adorned the sacrifice and the sacraments, or the sacra- "mentals, and other rites instituted by the hierarchy, draw their efficacy chiefly° ex oper~e operamis Ecclesiae, "in so far as the Church is holy and acts always in close union with her Head." But this objective power of the liturgy can be exaggerated or misunderstood. Its relation to private prayer and personal effort must be clearly grasped. There are some who, partially inspired by .a legitimate reaction against prevalent individualism; would have us practice an exclusive liturgical or "objective" spirituality, concen-trating on the mystery of the Mystical Body and seeking only to unite ourselves to the liturgy in union with the community. The liturgy with its merging, as it were, of one's personal life in the life of the community is held to be all-sufficient. To it is opposed what is called '~subjective" or individual piety. Under this. depreciatory lab~el are put all religious p.ra~c~tices not strict~l.y liturgical,, as pgiva~te prayer, meditation, asceticism. These ','new ,theories,',' ihe encyclical says, are "false, insidious, and m0st~pernicious.'' Pius XII has ~repeatedly. condemned such° tendencies. He now proceeds to show at length the necessary ufiity ¯ of the two aspects,, objective and subjective, of the spiritual fife.'~ The liturgy requires personal effort and in turn stimulates, it; li~turgical piety,and,,personal piety must vivify one another. Christ's action, v.g., in the Eucharist, produces-its effect onls, with the free co-operation of His members; for "they :ire living members endowe~l with reason and will; they°must., consume the life-giving food, transform it into themselves, remove whatever might 178 ,/ul~/, 1948 AN ENCYCLI~AI:. ON THE LITURGY " . hinder its efficacy." Hence private prayer, meditation, and other 9ractic~es not strictly liturgical, though t1"iey.cahnot replace the Mass ~nd,the sacraments, are most praiseworthy and altogether necessar'¢ insofar_ as ~they aim at enlightening.the intellect, aroi~sing and strengthefiing thd, will, withdrawing the soul fr6mosin, and-turning it ,towards whole'-hearted'service of God--all this through 2esus Christ whose life and power are active in all His members. This personal-activity and:ascetical effort disp6se the faithful to participate more intensely and with greater fruit in the liturgy,--~the sacrifice, the sacraments, and other sacred rites: and the liturgy in turn will further increase tl~ir zest for prayer and Christian abnegation, for :efiergetic c011ab'6ration congre-: gations positively f~rbade their subjects, to make: a will. Those con-s,. t.itu~ions which received papal approval after 1901 usually contain 210. - ' dulg, 1948 QUESTIONS AND ANSWERS a prescription of the Normae (Art. 120): "It is proper, 'however, that, before taking first, tempora~ry vows, each and every"Sistiff free!3r dispgse,,bly will bf all she actually possesses-or may', sub~.eql~ehtly p6ssess.:, °o This article did not absolutely order: the Sister t(~" make. a Will, but it c~rthinly' recomr~ended her°doihg so; and m mosUconL gr~gatiotis this'recommendation was carried~out~. ' ~'-:" ~ ~ ~ " ~ . If a Sister in a.¢ongregati0n had not rhade a will befok¢ tlqeCode, she is ri6t 6bilged~" tb' mal~e one now,~ though she may- d~ ]~ if she wishes. 'HoWever, if Shegdies intestate (withoht ~ will), wh~it~ver property she owns will go to'her r'e, lafi(,es according to tee civil law presc'riptions ~f the State in which she dies. If the Sister did make a will be'foree t~e Codei°sh~ may° not revise it after the Cowdeit h'o u~t t'h~e "pe ~rmission of the Holy See~; or, in, case of urgency when time does riot admit of such recourse, without the pdrmiSsioh of h~r higher superior; or, if that cannot be had, of "her local superior (cf. canon 583, 2°). Article 122 of the Plormae -of 1~901 con~ained'sin~ilar prc~isions regarding the changing°of the will .bf a religious in a congregation. " " : Our rulb prescribes ¢he recffaHbn of ¢he LiHle Office of ' he "Bless-ed Virgin on Sundays and holidays. Teaching cafechefical classes pre-venfs a Sis÷er from saying fhe~small hours on Sunday.mornlncj. Is she obliged fo reclfe a chaplef'df fhe Rosary as a subsfifufe for ÷his parr'of ¢he Office? The answer to this question depends hpon the ~wording of yot~r rul~'~ If°the obligatiozi is put upon the community ~s a Whoi¢; ~th~r~ the Sisters Who are unable to be present at the common recitation of the Little Office are 'not obliged~fo say it privately nor to substitute otherpray~rs in~its:place:,uhless "the--constitutions or the rule explicitly oblige them to do so. On the other hand, if the .obligation of the r~le is;pu.t on~ .the individual "Sist~er, then all are obliged'to sa~, the Little Office,-, either in common, if.that is the custom, or privately if Lhey~ are prevented~by their work from assisting at the common reci-ta. tion.~ They may not substitute other prayers for the Little Office unless the constitu~tions allow them to do so. ~Vhaf is the-proper° manner ~of maldng ,the sign of the cross, and how should the words be dlsffibuted? QuEsTIoNS AND .~NSWERS The Roman Missal (Ritus seroandus. III, 5) has the following prescriptions for the ~ign of the cross to be made by the celebrant at Mass: "When making the sign of the cross he always" puts his left hand below the breast: , . . Blessing himself~ he turns towards him-self the palm of the right hand, and with ~I1 its fingers joined.and exte~nded, he forms the sign of the cross from °the forehead fo the breast, and fron~ the left shoulder to the right." As to the distributlon 6f the words while making the sign of the Cross, there seems to be:no official prescription. Comn~entators on the rub~ics.~are ag,reed in pronouncing~'the word "Father" while t~)uching the forehead, the word "Son" while touching the br4ast, the word "Holy[' at the left shoulder, and the word "Ghost" at the right shoulder. They disagree as to when the word "Amen" is to be Said: while toudhJng the right shoulder a!ong with the word "Ghost"; or by itself after the sign of the Cross has been completed either while joining the hands or while placing them in any other position demanded by a subsequent action." One may follow either opinion. Can you suggest any special kind of cruet which delivers a steady flow without guggllng or splashing, and which makes it easy ~o pour the one ormore drops desired at the Offertory? Try Erlenrneger flasks, ]00 cc. or 125 cc. (about 30 cc. to the ounce). These flasks' are standard equipment~ in all chemistry laboratories., . They are made to deliver a steady stream without guggling. If only one drop is desired, the ,flow is easily' controlled~ ~4 In leaving the altar rall after receiving Holy Communion is it proper f,o, ge,nt~flecf or not? There, is n~thing prescribed regarding the manner of leaving the altar rail after receiving :Holy Communion.' One should follow~the custom of the diocese in which one resides. If there is no custom; it would seerfi advisable not to ~genuflect for the practical reason that usually it Causes confusion among the other Communicants, especially if they are numerous. There-is no disrespect shown to th4 Blessed Sacrament, for the commt~nicant himself is a tabernacle of the Body and Blood of Our Lord, which he has just received. 212 - The LaSallian Formula t:or a Fruit:t:ul Apost:olat:e--II. Brother Charles Henry, F.S.C. III. THE CHRISTIAN TEACHER EXERCISES THE APOSTOLATE WE MIGHT SUM UP the apostolate of the Christian teacher in the" following brief~tatement: to" give to the cl~ildren the spirit of Christianity, which is the spirit of Chris~. St. De La Salle says just that in so many~ words: "God sends the children to you that you may give them the spirit of Christianity." All ~he care of the Christian teacher should be devoted to this work. It is for this end that he is engaged in the apostolate of the Church. That the spirit of Christianity may reign in the lives of our pupils .we must bring them to l~now Our ,Lord Jesus Christ, the truths of His holy ,eligion, and the maxim~ He has left us in the Gospel. We shall accomplish this by our instruction, by our good example, and by our vigilance to keep from them all 'that might sully the purit~ of their souls. 1. The Apost.olate of Teachino =, ~ Since the spirit.of Christianity is the spirit of Christ, we cannot better impart it to our pupils than by presenting to them Him who is the embodiment of that spirit, and by teaching them the truths and the maxims of the Christian life taught by Jesus in the Gospel. Teaching Chr;st "First and foremost, our pupils should know Christ hi~fiself. Christ is the fbundation-stone of Christianity, the head of the body of Christendom. St. De La' Salle solemnly admonishes us "to instruct the children in the mysteries that ,lesus accomplished on earth; that is what St. Paul° calls "laying the foundation of the edifice of the Church.' " He likewise insists that God's choice of us for the apos~ tolate h:~s for end "to make 3esus Christ known and to announce Him. See that you make Him known to those whom you instruct." In one of the few lyrical passages in the writings of St. De La Salle, h~' says: "You are destined to beget 2esus Christ in the hearts of children, and to beget the children to 2esus Christ." ~This knowl- .~" edge must not be a merely historical survey but ""it s~hould lead' them 213 "BROTHER CHARLEs HENRY R~oieto for Religious to unite all their actions to ,those of Jesus Christ our Lord." So important is this-teachifig th=at tl~e Chri~kia~n teacher "must be tireless m announcing Jesus Christ and His maxims. ' " Maxims of the Gospel ' The saint ~rgds most earnestly that we teach these maxims and this fusion~of, the life and thought of Our'Lo[d with the life and thought of the child. No exhortatioh is more frequently reiterated than that of t'eachi_ng the maximi of the Gospel. In the~rule~of his institute, he makes it matter.of0obligation for the Brothers "to bring up the children in a tru~ly Christian spirit0accord_ing, to the rules and maxims .of the Gospel," making it, their "first and .principal care to teach t.heir~scholars the maxims and practices Our Lord has left us in .the~Holy Gospel." Time and again in his meditations he reminds us of this,,important obligation: "You are charged to teach the maxims of tl~e Holy Gospel; it is for that end that God sends the children to you: as a matter of state, you are obliged to teach-these maxims daily."~ .The Christian teacher should keep God in view, exhorting his pupils:~"as if God exhorted by l~im, since he is chosen by God to announce these'truths of the Gospel to young souls.'! "He .should look 6n himself as a visible guardian angel "to lead his pupils to the practice of the maxims of the Gospel, showing them the means pro-portionate to their age, so that being gradually accustomed to this ~ahner of acting in the]~ y6uth, they will be,able when older to practic~them~rom habit' and without difficulty:" The ~founder also points ou~ the,~naxim~ that'should especially be taughti hbrror' of th~ spirit Of 'the ~orld, happiness in persecutions, ~beafing of the-cross, spirit of poverty, not to seek justice after the manner of scribes and Pharisees, ~ , St. De La Salie recognized a dangerous tendency, that has had lamentab!~e results in religious education,-, viz., the;teaching of specu- !ati~r~e! re!igious .truth without making it concrete and practical for the life of the child. Therefore he warns the teacher: "It is not ~nbu, gh.to secure for the children the science of,Ch.ristianity and to. teach,them the mysterids and speculative truths; it is necessary in zd~i~ion ~to make them learn the maxims 9f, Christian riving, which zre fougd through.ou~ the. Holy Gospel. In, o~der.to lead, your pupils .to t~e,~ac.quisition of the spirit of Christianity you ,should teach the pract!ca~l t.r.uths o~ .~e. faith of ,Jesus~ Chris.t. and ~he, maxims ~of the Holy Go~speL.with ",at least as much care as you tea.ch the purely,, specu,o 21~4 LASALLIAN FORMULA FOR ~PO~TOLRTE lative truths. It is in the maxims of Our Lord that ~he Cld~ristian teacher will find the practicgl ~omplement'tb the speculative truths of the catechism, ind the life lessons that should be the outcome of religious truth well .explained and comprehended." Not tha~ the saint advocated the neglect bf the truths of 'faith. He frequentiy remi~ids us of~the importance of teaching the catechism and the sacred truths of the Creed. "If you wish your ministry to be as Useful tb the Church as it can be, you should teach your pupils the fufidamental truths of religion, following ther~ein the example of the apostles, which is that of Jesus Christ Himself.". ~ 'The Ho;nousness 'of Sin ~.An aspect of this practical teaching of the truths of faith is the saint's insistence on the duty of :the Christian teacher to inspire a horror of sin in his'pupils. It is a point of rule for his Brothers "to give the children a'greathorror for sin and for all that can make them losel purity/' "Consider. that ~the ~end of'the icomin~ of the Son of God into this world having been .the destruction of sin, that oul~ht also .to be the end of the institution of the Christian schools and con-sequentl~ r the first object .of your zeal." To be practical, he urges us especially to in'spire our pupils wit5 a horror'of evil i:ompany .that so, quickly and e~sily ~corrupts the best morals. He likewise urgds us to "inspire the pupils with~a horror for~th~ wisdom~of, the world~ which is,only a cloak for sin,. from which we cannot do too,much to preserve them." We must riot neglect to correct childrdn of their faults, for thisisa mbans of teaching them the.evil of sin. , .T~his0 then, is~,the first means,;of ~exerciiing .the apostleship that God~.and the Church confides~t0 us: to teach our pupils thd life les-sons taught by Christ's words and examples, to give thein a knowl', edge of both the sp, eculative and practical truths of Christ's. revela-tion, and to inspire them with a. horror for sin, which is diametri. cally opposed to Christ and the spirit of Christianity. But .in addi-tion to the teachifig of the spoken~word, there is also the teaching o,f e~xample and zealous but discreet vigilance. 2. The Apostolate of Good Example° If the example of the Christian teacher were to cry aloud that he is not himselt; a model of that which he teaches, no good can come of his'efforts. On the other hand, "what power and efficacy there is in example to convert souls and make them advance in perfection." Being called to labor for the salvation of souls the Christian teacher 215 BROTHER CHARLES HENRY " Revieto [or Religious .~sn ~ct begin by giving good example in order to gain them to God." In fact, he should be convinced that he is called to be a saint of uncommon sanctity since it is his mission, "not only by the words of salv.ation that he should daily address to his pupils but likewise by his good example, to'communicate sanctity." The whole~ burden of this thought the saint has summed up in one pointed, unequivocal. °~tatement: "You. can do nothing better in instructing your pupils than to edify them." 3. The Apostolate of Vigilance St. De La Salle addresses to the Christian teacher that solemn and terrifying warning of St. Paul: "You watch as having to render an account of their souls," The teacher labors as a.co-operator with Christ, -. tbe Good Shepherd, and like Christ he should-watch that none of the~sheep perish. He should examifie himself, asking,him-self. frequently: "Have I had such vigilance over tbeir conduct as to. prevent their doing the least wrong in my presence, andhave I fur-ni~ hed them with motives to avoid evil when they are far from my care?" The vigilance of St. Leo, a chief pastor of the Church, should inspire: the.Christian teacher, whose apostolate associates him with the pastors of the Church, to be watchful to prevent any evil from hindering the pupil's development in piety. It is because children are weak and lacking in understanding that God has appointed the "Christian teacher to be their protector, to watch over them lest any-thing tarnish their virtue, and to conduct them safely through the midst of all the dangers of the world. "Ask of God today the grace to be so vigilant as to take every means to prevent their falling into serious sin. Ask to be such guides that you will remove far from them all that can be an obstacle to the good of their" souls." IV. Tr~E SPIRITUAL LIFE OF THE CHRISTIAN TEACHER RENDERS HIS APOSTOLATE FRUITFUL The f6und(r of the Christian Schools would have the Christian ¯ teacher .to be keenly aware that only God can give ,the increase of grace and salvation. The teacher plants the good seed of word and example; God makes it fructify. But God demands that the seed be watered by the spiritual life of the teacher. St~ De La Salle insists, in season and out of season, on the vital importance of the spiritual life of the teacher that his apostolate may bear frui~ in souls. He espe: cially, emphasizes the . importance of prayer, mortification, detach-ment, and ~alth. 216 duly, 194 g LASAL~.IAN FORMULA FOR APOSTOLATE I. Pr,,a~er, especia[[~':Mental Pra~ter ' The saint devotes the meditations of the Rogation Days entirely to the importance of prayer, devoting that of Rogation Monday to -prayer for our pupils. The teacher should pray for the spiritual needs of his pupils that his instructions may bear fruit in them, :and, that they may be successful in the important affair of saving tl~ei~ imfi~ortal soul~: In the second point he urge.s us to have recourse to God to supply all those things which our human efforts cannot ach;.eve. But it is not only our direct prayers, for the students that are needed to make our apostolate bear fruit. It is our personal-prayer, our personal, daily converse with God. If the Christian teacher is to know how to lead his pupils to God he must first know God well himself. Th~s knowledge, of God is -gained b~y intimate contact with Him ir~ player. The obligations of his state "should engage him to be most assiduous in prayer that he may obtain from God the graces he needs." He will be faithful to sacred duties only in the measure that he is faithful to prayer. Since the daily work of the teacher becomes a continuous immolation and martyrdom, he must clothe himself with Christ for strength; and this is accomplished in mental prayer. In'prayer the teacher becomes a branch attached to Christ, the Vine, and draws from Him th~ means of producing fruit in his ministry among the pupils. Where else can the teacher obtain that uncommon holiness that he needs in order to sanctify his pupils, except in interior applicatio.n to prayer and fervor in his daily spiritual exercises? Ability in the art of speaking to God is'the secret of that eloquence that will gain souls for God. When the Christian teacher mounts daily to God by :men~al prayer, "he descends, equipped with what he should teach his pupils. It is in this holy exercise that he becomes skillful" in his~ apostolic work." '2. Mdrtification The link between prayer and mortification is indicated by St. De La Salle in the brief statement, "Frequently, prayer Withou't mortification is an illusion." He urges self-denial as a source of strength in prayer and as a means of attracting the divine benediction on the apostolic labors of the teacher. In St. John the Baptist, the Christian teacher will find.both a model and an incentive. "It was the example of his austere, retired life which gave him the power to -gain hearts and lead them to do penance for sin. You have the grace of 217 BROTHER CHARLES HENRY " Review for Religiou:s .being a successor in his ministry." The same is true of all the saints who have worked so successfully for the salvation of souls: "It is by theirs,. ~ mortified lives that the~; have produ~ce~ great fruito, in their min-istry." The great good that St. Basil was ~able to accomplish in the Church.Was due t6 his practice of solitude and fasting. ~'Nothing will aid you more, if you wish to do gre~t good to souls in the exer-cise of your ministry." "God gives us three means to prepare our-selves to teach our charges effectively. First we must study to have the knowledge requisite for the instructor of youth; .then we. must frequently give ourselves to prayer; thirdly, we'must practice mor-tification." 3. Detachment "If-you wish to be worthy to be employed in the salvation of Souls, be detached from all, and~the grace of God will be showered on you for yoursdf and for others. One has no idea how capable of doing good in the Church is he who is detached from all The two means most appropriate for doing good to souls are regularity of life' and detachment. Since the teacher is called to elevate children in piety, he ~hould live in complete detachment. This places him in a state to work usefully in his employ." The detachment inherent in poverty is e~pecially efficacious in making the Christian teacher suc-cessful in his aposto
Issue 34.2 of the Review for Religious, 1975. ; Review ]or Religious is edited by faculty members of the School of Divinity of St. Louis University, the editorial offices being located at 612 Humboldt Building; 539 North Grand Boulevard; St. Louis, Missouri 63103. It is owned by the Missouri Province Educational Institute; St. Louis, Missouri. Published bimonthly and copy-right Q 1975 by Review [or Religious. Composed, printed, and manufactured in U.S.A. Second class postage paid at St. Louis, Missouri. Single copies: $1.75. Sub-scription U.S.A. and Canada: $6.00 a year; $11.00 for two years; other countries, $7.00 a year, $13.00 for two years. Orders should indicate whether they are for new or renewal subscriptions and should be accompanied by check or mgney order payable to Review ]or Religious in U.S.A. currency only. Pay no money to p~rsons claiming to represent Review ]or Religious. Change of address requests should include former address. Daniel F. X. Meenan, S.J. Everett A. Diederich, S.J. Joseph F. Gallen, S.J. Editor Associate Editor Questions and Answers Editor March 1975 Volume 34 Number 2 Renewals, new subscriptions, and changes of address should be sent to Review for Religious; P.O. Box 6070; Duluth, Minnesota 55802. Correspondence with the editor and the associate editor together with manuscripts and books for review should be sent to Review for Religious; 612 Humboldt Building; 539 North Grand Boulevard.; St. Louis, Missouri 63103. Questions for answering should be sent to .Joseph F. Gallen, S.J.; St. Joseph's College; City Avenue at 54th Street; Philadelphia, Pennsyl-vania 19131. Typical Constitutions Joseph F. Gallen, S.J. Joseph F. Gallen, S.J., a specialist in canon law for religious, is a member of the Jesuit Community at St. Joseph's College; City Avenue at 54th Street; Philadelphia, Pennsylvania 19131. INTRODUCTION 1. Plan. The purpose of the present work i~ to facilitate the writing of constitutions of congregations of sisters. It is in fact a typical set of con-stitutions and consists of three parts: I. Spiritual, which is a topical list of spiritual matters for the articles of the first and purely spiritual part of the con-stitutions. Legal norms and details are excluded from this part. 11. Legal, the more important legal articles of congregations of sisters, and these are to make up the second part of the constitutions. III. Statutes, which are not part of the constitutions. These consist of the lesser legal norms to which are to be appended the enactments of general chapters and the ordinances of superiors general. The present work is baled primarily on "Typical Constitutions of Lay Religious Congregations," Review for Religious, 25 (1966), 361-437, also ob-tainable as a reprint from Review for Religious; secondarily on "Proper Juridical Articles of Constitutions," ibid., 27 (1968), 623-32; and lastly on "Constitutions without Canons," ibid., 452-512, which also contains a hand-book of the canons that apply to congregations of sisters, 477-508. 2. Two parts in constitutions. The essential principle of this plan is not that the constitutions are divided into two parts but that the first part is purely spiritual and therefore does not contain legal norms or details, which are con-fined to the second part and to the statutes. The reason for following this prin-ciple is my experience, observation, and judgment that legal norms and details necessarily dry up the spiritual articles of constitutions. The Holy See ap-proved the constitutions of Visitation Nuns, effective from February 2, 1971, 191 192 / Review for Religious, Volume 34, 1975/2 which are divided into two books, one spiritual, the other legal. The same ap-proval had been given in the past to the constitutions of some orders of nuns, in which the canonical norms were appended to but did not form part of the con-stitutions. A juridical norm is to be accurate, clear, and as brief as possible. There are to be no superfluous words; every word is to mean something perti-nent. The result is a dry utterance, and it is evident that details are dry. Law and details have their necessary and proper place in the religious life. They are to be observed but this does not mean that they are to obstruct or to be con-fused with the spiritual. Ecclesiae sanctae (no. 14) states in effect that less stable, less general, and more detailed norms should not be part of the con-stitutions. 3. Canons should not be included in the constitutions unless this is necessary or counseled for the sense of the particular article of the con-stitutions. The constitutions are the proper law of the institute; canons and other matters of common law are the universal law of the Church. There will undoubtedly be translations of the new canon law into at least the principal vernacular languages. An analytical index or handbook of the canons that apply to congregations of sisters can be used by all congregations, and the ex-cessive number of legal articles that have been in the constitutions of each con-gregation can thereby be eliminated. As stated above, there is such a handbook of canons for congregations of sisters in Review for Religious, 27 (1968), 477- 508. 4. First and spiritual part of the constitutions. Typical topics for this first section are listed below. This section should consist of the broad, fundamental, spiritual, religious, human, and social principles of the religious life. The style should be in keeping with the dignity of the matter, motivating, and inspiring. It is to be well written but is not to be merely attractive spiritual reading nor mere narration or information. It is to lead to action, as is the second part of the constitutions and the statutes; it is a rule of life and conduct, and it is in this most important aspect that the style of current experimental constitutions is defective (Review for Religious, 33 (1974), 378-9). This section is not to be a manual of spiritual theology; it gives the more general and fundamental motivation and spirituality of the Church and of the institute. The spiritual sec-tion does not free from but presumes and demands the constant prayerful study of Sacred Scripture, the teaching of the Church on spiritual, theology and the religious life, spiritual theology itself, and other sound spiritual words (ibid.). Obviously the spiritual section should be solid and not filled in with unreal or unsubstantial motivation or spirituality. Especially for this section, the follow-ing footnotes in the article, "Typical Constitutions of Lay Religious Congregat!ons," can be consulted. These contain a listing of other articles, particularly those of spiritual content, ,often found in chapters of constitutions in the past. These footnoteg are nos. 5, 16, 19, 22, 27-9, 32, 36, 40-1, 43-6, 71-2, 74, 90, 93, and 95. From this same article, the following articles should be in the first and spiritual section of the constitutions: 1-2, the general and special Typical Constitutions / 193 purpose; 82, 94-5, the definitions of the essential religious vows; and no. 93, the law of common life in relation to poverty. 5. Second and legal section of the constitutions. This is composed in greater part of the determinations of matters left undetermined in canon law and also of articles over and above canon law. By reason of canon 572, par. 1, no. 6, the vows must be received by the legitimate superior according to the constitutions. The constitutions therefore must determine who is the legitimate superior in this matter. Canon law says nothing on the age required for elected general officials nor for local superiors. The practice of the Holy See in ap-proving the constitutions of pontifical congregations commonly demanded thirty-five years of age for such officials and thirty for local superiors. These are consequently articles over and above canon law. The more important and broader legal articles are to be in this section, those of lesser moment and less general in the statutes. Headings are put at the beginning of many articles in these two sections that the reader may see at a glance and reflect on the topics to be in the second and juridical part of the constitutions and in the statutes and also to note the general difference of the topics in these two sections. These headings therefore do not have to be retained in the constitutions. The order of the matters or articles in none of the three sections will necessarily be the same in all congregations. However, it is recommended to follow the same order in this second section and in the statutes for facility of use. Other articles of like import may be added to any of the three sections. In the juridical part of the constitutions and in the statutes, more important additions should be put in the former, the less important, less general, less stable in the latter. This legal sec-tion and the statutes have especially been based on the three articles mentioned in no. 1 above. In the article, "Proper Juridical Articles of the Constitutions," the following explanatory footnotes can be ~sefully consulted: Nos. 2, 4, ad-mission to and dismissal from the postulancy; 3, prolongation of the postulan-cy; 5, admission to the noviceship; 8, dismissal of a novice; 9, prolongation of the noviceship; 10, admission to profession; 11, anticipation of renewal of tem-porary vows; 12, exclusion from profession; and 13-5, dismissal. Articles 86, 101-2 of this section may be omitted, and 58 transferred to the statutes. 6. Statutes, which are not part of the constitutions. It is to be emphasized that this section is not part of the constitutions. Therefore, it does not demand the approval of the Holy See nor of the local ordinaries in the case of diocesan congregations. Consequently, it may be changed by the institute itself, unless the matter is one of common law, as the custom book is now changed by the in-stitute. This section is to contain the norms that are less important, less general, less permanent, more procedural than .substantial, more office and job profiles and descriptions than norms on the religious life (Ecclesiae sanctae, no. 14). Articles 3, 10, 19, 21, 23-4, 29, 33, 41, 43, 88, and 95-6 of this section may be omitted. The enactments of general chapters and the ordinances of superiors general should be placed at the end of this section. For this reaspn it can be more efficient and economical to print this section as a separate and less expensive booklet. 194 / Review for Religious, Volume34, 1975/2 7. Bibliography. In addition to the articles mentioned in no. 1 above, the following questions and answers and articles in Review for Religious will be helpful: "Too Much Canon Law in Constitutions," 15 (1956), 220-1; "The Constitutions," 19 (1960), 323-67; "Differences in Constitutions of Sisters and Brothers," 26 (1967), 507-16; "Differences of Law between Pontifical and Diocesan Lay Congregations,"' 27 (1968), 289-307; "Omission of Canons from Constitutions," ibid, 1144; "Postconciliar Norms on the Revision of the Constitutions," ibid., 1145-7; "Votes Required for a Revision of the Constitutions," ibid., 752-7; "Canon Law for Religious after Vatican II," 31 (1972), 949-66; 32 (1973), 1273-87; 34 (1975), 50-70; "Revision of the Constitutions," 33 (1974), 376-85. 8. Exclusion of added notes. It had been my intention to add some ex-planatory notes, but I later felt that this would only encumber an article that was already very long. It is sufficient to note that the duration of the postulan-cy, noviceship, and temporary profession is that which 1 consider the best. Provincial superiors and officials may also be elected in the provincial chapter. Finally, the directress of novices and her assistant do not have to be designated for any determined duration of office. 9. Based on the practice of the Holy See. The legal section of the con-stitutions and the statutes have been presented with the practice of the Sacred Congregation for Religious and Secular Institutes in approving constitutions always in mind. However, at times I have proposed suggestions of my own, for example, in art. II, 31, 59, and 115 of the legal section and art. 60 of the statutes. 10. General chapter retained as now. I found the place and manner of presenting the general chapter difficult to decide. I finally concluded that the best place was at the end of the legal section of the constitutions, with the norms of common law retained as now. PART I. SPIRITUAL The spiritual section, as here given, is composed simply of a list of the headings that should be developed in it. One important reason for this plan is to give full possibility for the expression of the distinctive character of a religious institute, which cannot be readily actuated in the legal section. As stated in the introduction, this part should consist of the broad, fundamental, spiritual, religious, human, and social principles of the religious life. It should give the more general .and fundamental motivation and spirituality of the Church and of the institute. Other topics may be added but they should fall within the principles just given. I. Divine vocation. The invitation of the Holy Spirit is manifested in the interior illumination and inspiration of the personal, close, and especially the total love of our Lord for you. 1 Jn 4:9-11, 19; PC, no. 6. 2. Response. Your response was to accept a life of personal, close and es-pecially of total love for our Lord. Col 3:14; Rom 13:10; I Cot 13:!3; Eph 3: 17-8; LG, nn. 39-40, 44; GES, no. 24; PC, nos. 5, 11. Typical Constitutions 3. Baptismal consecration. Relation of this invitation, response, and acceptance by God to baptism, or baptismal consecration, as the sacrament of regeneration and initiation. PC, no. 5. 4. Spirit and charism of the founder or foundress. 5. Relation of Rule, constitutions, and all law for religious to this invitation-response or consecration. PC, no. 2; Review for Religious, 33 (1974), 381. 6. Invitation to perfection is to the perfection of love or better still to a love that is personal, close, and especially total of our Lord and of all mankind for Him. 7. Perfect love will be attained completely only in the eternal possession of God in the beatific vision. From this it follows that life on earth must be similarly supernatural and be lived with sufficient understanding and con-sciousness of the Indwelling of the Trinity, of sanctifying grace as the par-' ticipation in the divine nature, as adoption into the family of God, of the in-fused virtues, the predominance of the supernatural virtue of charity, of the gifts of the Holy Spirit, the illumination and inspiration of the Holy Spirit, and of the relation of these to the Mystical Body, the vine and the branches, and the sacraments. I Cor 3:16-7; Jn 14:23; 2 Pt 1:4; 1 .In 3:1; Rom 8:17; Gai 4:4-6; Eph 1:4-6; Rom 8:28-30. 8. Our Lord is the ideal. However, we do not so much imitate as live Him, by growing through love and in proportion to its degree into His way of think-ing, loving, and desiring, and thus in any circumstances doing what He would do. This is the source, the living, that Vatican II emphasized in its effect of witnessing to Christ. Phil 2:5. 9. The outstanding fact of the consciousness of our Lord was that He was the Son of God. Ours should be a like consciousness of being a daughter or son of the Father, the younger sister or brother of our Lord, and under the guidance of the Holy Spirit. This should be a result of the conviction of the divine adoption. 10. Difference from the lay life is in the means to the end. Mt 5:48; 1 Thes 4:3; Eph 1:4; I Pt 1:4-6; LG, no. 11, 39, 42. 11. The purpose of the essential means, the evangelical counsels, is to con-trol the principal obstacles to the perfect lore'of God. LG, no. 44-6; Letter of the Papal Secretary of State, July 13, 1952, Bouscaren-O'Connor, Canon Law Digest, 4, 96. (a) Chastity. 1 Cor 7:32-8; LG, n. 42; Pius XII, Courtois, The States of Perfection, nn. 505-505a. (b) Poverty. Mt 19:23 ff.; 13:22; Lk 12:34; 12:23. (c) Obedience. Rom 5:!9;.Phil 2:8. 12. Religious life is ecclesial. The religious life is ecclesial because it is part of the function of the Church to promote the intensely universal and total love of Christ, which is what religious are primarily to live, and this is what they are primarily mandated to live by ~he approval of the Church of their institute and its Rule and constitutions; Vatican II places the religious life in the Dogmatic 796 / Review for Religious, Volume 34, 1975/2 Constitution on the Church; canon law makes religious life a distinct class of persons in the Church, with juridical existence and distinctive rights and obligations; the Church in approving the apostolic nature and constitutions of an apostolic religious institute gives its members a mandate to go forth as its apostles; in the religious life should be found primarily the sanctity that is the note or guide to the true Church; the Church interprets authentically the evangelical counsels, regulates their practice, establishes states of perfection, approves Rules and constitutions, and guides and watches over religious in-stitutes that they may remain faithful to the spirit of their founders. LG, nos. 43-5. 13. Necessity of all three evangelical counsels. Leo XIII, Plus XI, Plus XII, Paul VI, Vatican II. Courtois, ibid., nos. 33, 130, 403; Bouscaren- O'Connor, ibid., 6, 427; LG, no. 44. 14. Mass, Eucharist. The Eucharist as the center of the life and day of the religious; counsel of due devotion to the Real Presence. 15. Liturgy. The liturgical spirit should be progressive according to the norms of the Church, markedly interior, adult, restrained rather than distinc-tively emotional, and not prominently characterized by a love of novelty and change. 16. Devotions. The spiritual life of a religious should not be mere devotionalism, but devotions and practices approved by the Church should be neither excluded nor discouraged. 17. Blessed Virgin. The institute and its constitutions should necessarily emphasize the Blessed Virgin Mary in her relation to our Lord~ redemption, the Church, and to the sanctification, community life, and apostolate of the members. 18. Sacred Scripture. The reading and study of Sacred Scripture should be encouraged primarily in relation to and for the spiritual life. 19. Prayer. The broad principles of prayer and its place in the religious life should be given. Liturgical prayer does not exclude personal prayer. There should be a prescription of at least a half hour of daily mental prayer. Lk 5:16; 6:12; 9:18; 11:1. 20. Community life. Its pui, poses are: strength and perseverance to live the religious consecration by living with others of the same consecration; help in the apostolate and professional aspect of life; to enable the religious to develop socially and to have a socially satisfactory life. Anything is to be avoided that would fragment the congregation or that would factually eliminate or lower community life. 21. Apostolate. The mission of the Church must be a continuation of that of our Lord, and that of a religious institute must be to be a part of the aposto-late or mission of the Church. The primary purpose of redemption was the com-munication of divine life, and thus the essential apostolate of a religious in-stitute is that its members be an instrument, even if remote, in the communica-tion, intensification, and retention of divine life. The work should also be such as to help the union of the religious with God. The apostolic works are com- Typical Constitutions / 1117 munity works, not, outside of a rare exception, to be merely an individual work. There should be a special love and dedication to work for the poor, the neglected, the handicapped, the unfortunate, and the disadvantaged. The religious life is not mere natural development nor an apostolate of mere social work and action (GES, no. 42). All secularization of life or work must be avoided. 22. Formation. The broad spiritual, educational, professional, human, and social aspects of formation should be given in this section. 23. Cloister, Silence. In some institutes more contact with seculars should be encouraged than in the past, but cloister should be observed and the house should never lose the atmosphere of a religious house. The members of a com-munity should have the assurance of reasonable privacy. Religious silence is an aid to prayer and to an interior life, not mere politeness. 24. Mortification. The tendency to self and sin within us demands morti-fication. This must always be voluntary but much more passive than active mortification. Not everything in the Christian life is positive but nothing is purely negative. Mortification, renunciation, abnegation have as their purpose an intensification in virtue, which is always lived personally in Christ, and es-pecially in the supernatural virtue of charity. 25. Ecumenical spirit. 26. Religious and the modern world. The relation of religious to the tem-poral world should be included and based on the Constitution on the Church in. the Modern World of Vatican II. 27. The broad principles on at least several of the following should be in this part of the constitutions: suitability of candidates, pre-entrance guidance, postulancy, noviceship, juniorate, religious habit, profession, the sacrament of penance, religious exercises, correspondence, suffrages for the dead, retirement and care of the aged, sick and infirm, government, general and provincial chapters, superior general, other superiors, councilors, treasurers, directresses of postulants, novices, and junior professed, provinces, regions, houses, the Rule, and the constitutions. PART II. LEGAL I. General purpose. The Sisters of. are a pontifical (diocesan) congregation whose general purpose is the response of a personal, close, and particularly total love of our Lord and of all men and women for Him in a supernatural life that is a filial love of the Father, an intimate participation in the divine life, and whose primary and universal norm is the person Christ, un-der the inspiration of the Holy Spirit. It is a life mandated and guided by the Church, and by the charism and spirit of their own congregation. These are supplemented by the laws of the Church and of their own congregation. The sisters profess .the simple vows of chastity, poverty, and obedience, which are an essential means to the attainment and intensification of this love. 2. Special purpose. (For example:) In their special purpose, the sisters, mandated by the Church as its apostles, are essentially to be an instrument of 198 / Review for Religious, Volume 34, 1975/2 God in the communication, preservation, and intensification of the same divine life in others. This they do through their life and work as Christian educators and nurses in hospitals. 3. Authorization necessary for a change in the special purpose or in the particular works. Without the permission of the Holy See the special purpose may not be changed, nor may works not included in it be added in a general and permanent manner. 4. Change in the habit. No permanent, substantial, or general change in the form or color of the habit may be made without the permission of the Holy See. 5. Right to admit to the postulancy. The right to admit an applicant to the postulancy belongs to the superior general (provincial congregation: higher superior), who has also the right to dismiss her if she is judged unfit for the life of the congregation. A postulant has full liberty to leave the congregation. 6. Right to admit to the noviceship. The right to admit to the noviceship appertains to the superior general (higher superior) with the consent of her council. 7. Duration of the noviceship. The duration of the noviceship is two years. The added year is not required for the validity of profession, and the superior general with the advice of her council may dispense from it wholly or in part. 8. Dismissal of a novice. For any just reason a novice may be dismissed by the superior general (provincial congregation frequently: higher or provincial superior) with the advice of her council. 9. Prolongation of the noviceship. If the st~itability of a novice is doubtful, the superior general (provincial congregation frequently: higher superior) with the advice of her council may prolong the time of her noviceship but not beyond six months. 10. Religious profession. Upon completion of the noviceship and in the novitiate house, the novice shall make profession of simple vows or other com-mitment for three (two) years. At the end of this period the sister shall renew her vows for two (three) years. The superior general (provincial congregation: provincial or higher superior) may prolong the prescribed period of temporary profession but not beyond a year, in which case the sister must renew her tem-porary profession. OR: . . . the novice shall make profession of simple vows for one year. This profession is to be renewed annually until five full years of temporary vows are completed. The superior general . . . OR:. Upon the completion of the noviceship and in the novitiate house, the novice shall make profession of simple vows for three years or until the com-pletion of her twenty-first year, if a longer time is necessary to attain the age prescribed for perpetual profession. The superior general., may prolong the prescribed time of temporary profession, but not beyond a second term of three years, in which case the sister must renew her temporary profession. The right to admit to first profession, renewal and prolongation of tem-porary vows, and perpetual profession appertains to the superior general with Typical Constitutions / 199 the vote of her council. This vote shall be deliberative for the first temporary profession but only consultative for the renewal and prolongation of temporary vows and perpetual profession. (Provincial congregation:) The right to admit to first profession, prolonga-tion of temporary vows, and perpetual profession appertains to the superior general with the vote of her council. This vote shall be deliberative for the first temporary profession but only consultative for prolongation of temporary vows and perpetual profession. The provincial superior presents the requests for admission to the superior general, with the deliberative vote of her council for first profession and the consultative vote for prolongation of temporary vows and for perpetual profession. The right to admit to renewals of temporary vows appertains to ttie provincial superior w~th the consultative vote of her council. 11. For the validity of any profession, the following is necessary in addition to the other requisites stated in canons 572-3: that the profession be received by the superior general or a sister delegated by her. (Provincial, regional, and) Local superiors and their legitimate substitutes are delegated by the con-stitutions to receive all professions in their (provinces, regions, and) houses and with power also to subdelegate. The added period of two years is not necessary for the validity of the perpetual profession, and the superior general with the advice of her council may dispense from it wholly or in part. 12. The following is the formula of profession: 13. Obedience. The sisters are bound to obey by reason of the vow only when lawful superiors command expressly in virtue of holy obedience or in equivalent words. 14. Superiors shall rarely, prudently, and cautiously command in virtue of holy obedience and only for a grave reason. It is expedient that a formal precept be given in writing or at least in the presence of two witnesses. 15. Local superiors, especially of small houses, shall not give commands in virtue of holy obedience except in grave and urgent cases, and they should then immediately notify the superior general (provincial congregation: provincial superior). 16. The sisters are obliged by the virtue of obedience to fulfill the prescrip-tions of the constitutions, statutes, and other orders of superiors. 17. Supreme authority. Supreme internal authority is exercised ordinarily by the superior general assisted by her council and extraordinarily by the legitimately assembled general chapter. 18. Authority of the superior general. A serious reason and the deliberative vote of her council are required for the superior general (a higher or regional superior) to transfer or remove a superior or official before the expiration of a prescribed term of office. Unless otherwise specified, officials may be reap-pointed indefinitely. With the consent of her council, the superior general may prolong the term of office of (provincial, regional, and) local superiors when this is necessary. 200 / Review for Religious, l/olurne 34, 1975/2 19. The superior general has the right to transfer the sisters from one house to another and to assign their duties. 20. Provincial congregation. The congregation is divided into provinces. The original establishment and the total suppression of all existing provinces are reserved to the Holy See. All other establishment, modification, and sup-pression of provinces appertain to the superior general with the consent of her council and to the general chapter. Transfer to another province. Only the superior general with the advice of her council and ordinarily after consulting the interested, provincials may per-manently transfer a sister from one province to another. 21. The superior general shall prudently direct and supervise the ad-ministration of the temporal goods of the congregation and of each (province, region, and) house in accordance with the prescriptions of canon law, the con-stitutions, and statutes. 22. The superior general may not appoint a vicar and delegate powers to her nor may she grant a sister active or passive voice or deprive her of it. 23. If it should ever seem necessary to remove the superior general from of-rice, the general council must submit the matter to the Sacred Congregation for Religious and Secular Institutes (diocesan: the ordinary of the residence of the superior general). If the superior general thinks it her duty to resign her of-fice outside the time of the sessions of any general chapter, she shall in writing make known her reasons to the same Congregation (diocesan: same ordinary). During the time of any general chapter, even if only of affairs, the superior general shall present her resignation and reasons to the chapter, which is com-petent to accept it, elect her successor and also other elective general officials. 24. Canonical visitation. The superior general shall make the visitation of the entire congregation at least every three years (at least once during her term of office). She shall see that the houses immediately subject to her are visited every year. The provincial superior shall make the visitation of all the houses of her province once a year, and the same frequency of visitation of a region shall be observed by the regional superior. Both may omit this visitation in the year of the visitation by the superior general. Should the higher or regional superior be lawfully prevented from making the visitation, another sister is to be delegated for this purpose. 25. The superior general may designate a visitor for an individual (province or) house or for a particular matter; (the provincial and regional superiors m~.y do the same for an indi~,idual house or a particular matter;) but to appoint a visitor for the entire congregation (in the case of a provincial or regional superior, for the ei~tire province or region), the consent of the perti-nent council must be obtained. The visitor must be a sister of perpetual vows. 26. The purpose of the visitation is to strengthen union and charity, to in-quire into the government and administration of the (province, region, and) house as also into the fulfillment of the obligations of the religious life; to cor-rect prevalent abuses, and to give occasion to each sister to speak freely on matters that concern her personal welfare or the general good. The (Provincial, Typical Constitutions / 201 regional, and) local superiors retain the usual exercise of their office during the visitation. 27. Councilors. The general council is composed of the four general coun-cilors. The superior general, although she presides and votes in the council, is not a member of the general council. She places all acts in her own name, even in matters that require the consent or advice of the council, since she alone possesses the authority to govern the congregation. 28. Although the superior general has the right of acting completely un-assisted except in matters reserved to higher authorities or that by law demand the consent or advice of the general council, yet she is earnestly counseled to seek the advice of her council also in other important matters. 29. The duty of the councilors is to give advice and assistance to the superior general in matters of government and administration, to cast a deliberative or consultative vote according to canon law, the constitutions and statutes, and to propose whatever they think is to the best interest of the con-gregation. 30. The councilors are bound to secrecy concerning all matters discussed in the sessions, as well as those confided to them by reason of their office. If a councilor violates this secrecy, she shall be admonished by the superior general. If she repeatedly violates it, she shall be corrected according to the gravity of her fault. 31. If a general councilor or elected general official dies, resigns, becomes incapable of fulfilling her duties regularly, or is deposed, the superior general with the consent of her council shall replace her by a sister having the requisite qualities, who shall hold office until the next general chapter. No general coun-cilor or official may resign her office or be removed except for a serious reason, accepted as such by the superior general with the consent of her council. 32. The assistant and vicar takes the place of the superior general when the latter is absent or when for any reason whatever is unable to exercise her office. 33. Although the superior general alone has the right to convoke the general council, when she is ill, absent, or otherwise impeded, the assistant con-venes and presides over the council. 34. When acting in her representative capacity, the assistant shall issue only such directions as are required for ordinary government and cannot be deferred; and then as far as possible she shall act according to the presumed will of the superior general. 35. At the death, resignation, or legitimate ~emovai from office of the superior general, the vicar shall assume the government of the congregation with full power and equal rights. She shall continue in this office until the elec-tion of the superior general at the next chapter, to be convoked according to art. 67. 36. In the absence or disability of the assistant, the councilor next in precedence and so on in succession shall act as the representative of the superior general. 37. Administration of temporal goods. Not only the congregation but also 202 / Review for Religious, I/olume 34, 1975/2 each (province and) house is capable of acquiring, possessing, and ad-ministering temporal property. 38. Provincialsuperior. Each province is governed by a provincial superior who like the superior general is a higher superior. The provincial superior is ap-pointed by the superior general with the consent of her council for a term of three years. She may be reappointed for a second but not for a third immediate term in the same province. She continues to govern the province until the arrival of her successor. 39. The primary duty of the provincial superior is to govern the whole province so as to promote the common and individual good. She must be an example of religious life, distinguished for her virtue and practical judgment, devoted to the interests of the sisters, loyal to the supreme authority in the con-gregation, and obedient to ecclesiastical directives. She is to be thoroughly convinced that on her administration depends the well-being of the province. 40. The provincial superior has the right: (a) To govern the whole.province in accordance with the constitutions and statutes, with the exception of matters reserved to higher authorities; (b) To give commands and make regulations in conformity with the con-stitutions and statutes; (c) To admit candidates to the postulancy; (d) To grant the sisters the necessary permissions for studies, travel, visits, and similar matters according to the established regulations; (e) To encourage and initiate good works. 41. It is the duty of the provincial superior: (a) To exercise supervision over the observance of the constitutions, statutes, and all obligations of the religious life; (b) To make the visitation of the houses in conformity with art. 24 and to submit a report of her visitation to the superior general; (c) To advise and direct local superiors in their activities; (d) To present, with her recommendations, matters submitted by local superiors that require recourse to the superior general; (e) To examine the financial statements of the houses and to make the financial reports of the province; (f) To examine the annual personnel and disciplinary reports of the local superiors and forward copies of these, along with her own report, to the superior general. 42. In extraordinary and difficult matters, the provincial superior should consult the superior general. If the urgency of the case makes this impossible, she should later inform the superior general of the matter. 43. The four (two) provincial councilors constitute the provincial council in the same way as was stated for the general council. One of the councilors shall be designated as assistant and vicar and shall take the place of the provincial superior when the latter is absent or otherwise impeded from fulfilling the duties of her offices, unless the superior general with the consent of her council has appointed another sister as acting provincial. In the event of the death or Typical Constitutions / 203 removal from office of the provincial superior, the vicar shall assume with full powers and equal rights the government of the province until the newly ap-pointed provincial assumes office or until the arrival of an acting provincial ap-pointed in the same way by the superior general. In other respects the assistant shall observe the norms established in art. 32-6. The provincial councilors, secretary, and treasurer are appointed on the recommendation of the provincial superior by the superior general with the consent of her council; they must be at least thirty years of age and of perpetual vows. The provincial secretary and treasurer may be councilors but not the provincial assistant. 44. The norms of statutes nos. 60-87 apply with due distinctions to the provincial council and councilors and the provincial secretary and treasurer. 45. Regions. Because of their distance from the motherhouse or other proportionate reasons, houses that cannot as yet be united into a province may be grouped into regions, which are not distinct moral persons. The establish-ment, change, and suppression of regions appertain to the superior general with the consent of her council. 46. Regions are governed by regional superiors who in almost all respects have the rights and duties of provincials. Their authority is delegated by the superior general but, unless an express restriction is made or is to be un-derstood from the nature of the matter, this delegation contains all the authority possessed by provincials. The regional superiors are consequently to be guided in general by the articles of the constitutions and statutes on provinces, the provincial superior, and the provincial officials. 47. By the law of the constitutions and for her lawful appointment as regional superior, a sister must possess the qualities required by common law for provincials. The articles of the constitutions on the manner of appointment, term of office, reappointment, removal from office, and relation of the provin-cial superior to the superior general all apply also to the regional superior. 48. The regional superior is assisted by two councilors and, if it seems necessary or opportune, by a secretary and treasurer, all appointed by the superior general with the consent of her council. These sisters must be professed of perpetual vows. One of the councilors shall be designated as regional assistant and vicar. With due distinctions, nos, 60-87 of the statutes, and art. 43 above apply to the regional council, councilors, and the regional secretary and treasurer. 49. Houses. For the erection of a house, the superior general must have the consent of her council and the written consent of the local ordinary. The con-sent of both is also necessary for the suppression of a house,, which likewise appertains to the superior general. (~Diocesan:) For the erection of a house, the superior general must have the consent of her council and the written consent of the local ordinary. The suppression of a house appertains to the local or-dinary after having consulted the superior general. The latter must have the consent of her council for requesting or agreeing to a suppression. 50. Local superiors. Every house, including the motherhouse, shall be 204 / Review for Religious, Volume 34, 1975/2 governed by a local superior, who is appointed by the superior general with the consent of her council for a term of three years. She may be appointed for a second but not immediately for a third term in the same house. The local superior must have completed her thirtieth year and be professed of perpetual vows. She continues to govern the house until the arrival of her successor. 51. The local superior possesses the authority that canon law, the con-stitutions, and the statutes assign to her and has the right to govern the house in all matters not reserved to higher authorities. 52. The superior shall devote herself with generosity and perseverance to the education and formation of the younger sisters, particularly those of tem-porary vows. 53. Directress of novices. The formation of the novices is entrusted to the directress of novices who must be professed of perpetual vows and at least thirty years of age. 54. Obligation, change, and interpretation of the constitutions and statutes. The (Rule), con~stitutions and statutes do not of themselves bind under sin but only under the penalty imposed for their infraction, unless the violation concerns the vows, or divine or ecclesiastical laws, arises from a sinful motive, or gives scandal. 55. Superiors are bound to admonish the sisters and to impose penances for violations of the constitutions and statute's. The sisters are obliged to accept the corrections and to perform the penances. 56. The superior general may interpret authentically also the statutes and the ordinances of the general chapter, but the Holy See alone can authentically interpret and change the constitutions. In a doubt about some particular point, the general chapter, as also the superior general with the advice of her council, may give a practical interpretation of the matter and the sisters are obliged to follow this interpretation. (Diocesan:) The superior general may interpret authentically also the statutes and the ordinances of the general chapter, but the constitutions may be neither authentically interpreted nor changed without the unanimous consent of the ordinaries of the dioceses in Which the congrega-tion has houses. In a doubt . . . 57. Changes in the constitutions may not be made without serious reasons. Any change must be first discussed in the general chapter, and if it obtains at least two-thirds of the votes, it shall be submitted to the Holy See (diocesan: local ordinaries) for a decision. 58. A complete copy of the constitutions shall be given to every sister at the beginning of the noviceship that she may study and earnestly strive to observe them. 59. Dispensation. No superior of the congregation, without an express con-cession from competent authority, may dispense from the laws of the Church or the decrees of the Holy See. 60. For a determined time and a proportionate reason, the superior general may dispense individual sisters, a house, province, region, or the entire con-gregation from a merely disciplinary article also of the constitutions. A provin- Typical Constitutions / 205 cial and a regional superior have the same power for their sisters, houses, province, or region, and a local superior for her sisters and house. The direc-tress of novices has the same power as a local superior but only with regard to the novices and the novitiate. 61. All superiors may dispense themselves in those matters in which they may lawfully dispense others. GENERAL CHAPTER 1. Convocation and members 62. The general chapter must be convoked as often as general elections are necessary. The ordinary convocation takes place every sixth (fifth, fourth) year at the expiration of the term of office of the superior general and on her death, resignation, or deposition. 63. (Pontifical:) To convoke the chapter for any reason other than those specified above, the permission of the Holy See is required in addition to the consent of the general council. (Diocesan:) To convoke the chapter for any reason other than those specified above, the superior general must have the consent of her council. 64. The chapter must be convoked by the superior general at least six (three, a year) months before the day fixed for its assembly. In the letter of convocation, the date and place of the chapter shall be designated, and the prayers to be said for the success of the chapter shall be prescribed. The place of the chapter shall be determined by the superior general with the consent of her council. 65. Before the convocation, the superior general must inform the ordinary of the diocese in which the chapter will convene of the date of the election of the superior general, that he may preside either personally or by delegate at this election. 66. The meeting of the chapter may be anticipated or deferred for an im-portant reason, but not more than three (six) months in either case. 67. In the event of the death, resignation, or deposition of the superior general, the chapter must be convoked by the vicar as soon as possible, so that the assembly of the chapter will not be postporied more than six (three, a year) months after the vacancy of the office. 68. The members of the chapter are: (a) (b) (c) (d) (e) (f) (g) -- or (g) The superior general The four general councilors The secretary general The treasurer general Former superiors general The provincial superiors delegates elected by each province The regional superiors 206 / Review for Religious, Volume 34, 1975/2 The delegates elected by (the regions and) the sisters according to art. or (g) Forty (or other number) delegates elected by the sisters. 69. The superior general and elective general officials continue as members of the assembled chapter even though at the elections other sisters have succeeded them in office. 70. The superior general with the consent of her council may summon other sisters to assist in the clerical and similar work of the chapter. She may in the same manner invite such sisters and externs to present and discuss questions with the chapter. None of these are permitted to vote. 71. The chapter elects the superior general, general councilors, secretary general, treasurer general, and treats of the more important affairs that con-cern the entire congregation. 2. General norms to be observed in elections 72. The tellers elected for the general chapter must take an oath to perform their duty faithfully and to keep secret the proceedings of the chapter even after the elections are completed. All the capitulars are likewise bound to secrecy: The places of the tellers and secretary shall be near the president. 73. The tellers are to take care that the ballots are cast by each elector secretly, individually, and in order of precedence. The secretary draws up ac-curately the proceedings of the chapter, which shall be signed by the president, the tellers, and the secretary herself. These are to be preserved in the archives of the congregation. 74. Two-thirds of the capitulars must be present for the validity of the acts of the general (and provincial) chapter, but all must be convoked. 75. Even though a sister may have the right to vote in her own name under several titles, she may nevertheless cast but one vote. 76. The capitulars must be present in person at the election. No one may validly vote by letter or by proxy, lfa capitular in the house where the election is being held cannot be present at the election because of illness, her written vote sh"all be collected by the tellers in a sealed envelope. 77. If a capitular believes that she cannot attend the general (or provincial) chapter on account of sickness or for some other serious reason, she is to in-form the superior general (or provincial superior), who shall decide with the consent of her council whether the capitular should be excused and her sub-stitute summoned. 78. All the sisters, whether capitulars or not, are forbidden to procure votes directly or indirectly for themselves or others. Prudent consultation regarding the qualities of those eligible is permitted within the bounds of justice and charity. 79. Each of the electors shall write on her ballot the name of the sister for whom she votes, fold the ballot, and drop it in the ballot box placed before the president. 80. When all the ballots have been cast, the tellers shall first count the Typical Constitutions / 207 folded ballots in the presence of the president and the electors to ascertain whether the number of ballots corresponds to the number of electors. If the number of ballots exceeds the number of electors, the balloting is null and void. Otherwise they shall proceed to the inspection of the ballots. 81. The ballots are then opened and examined. They are read first by the senior teller, who in an audible voice shall make known the name on each ballot, then by the president and lastly by the junior teller. The votes must be recorded by the secretary. At the end of each balloting, the president must an-nounce the names of all sisters voted for and the number of votes given to each. 82. No sister may validly vote for herself. A vote is also null and void: (a) If given by one who is incapable of a human act or has by law been deprived of active voice; (b) If it is not given freely. Consequently a vote is invalid if an elector is forced directly or indirectly by grave fear or fraud to elect a specified sister or one or the other among several specified sisters; (c) If it is not secret, certain, absolute, and determined; (d) If it is blank or for an ineligible person. 83. Even if one or more votes are null and void, the election is valid provided the one elected received the number of valid votes required by the constitutions. 84. Unless otherwise prescribed for a particular election, all elections shall be decided by an absolute majority of secret votes, that is, a number which ex-ceeds half the number of valid votes cast; but if after two ballotings no one has received an absolute majority, a third and last balloting will be held, in which a relative majority decides. In an equality of votes among several candidates in this third balloting, the senior by first profession is elected; if the sisters made their first profession on the same day, the senior~by age is elected. This same norm shall resolve an equality of votes on the only, limiting, or decisive balloting of any election. 85. After the required number of votes has been obtained, the president shall declare the election legitimately made and announce the name of the sister elected. This proclamation of the newly elected superior general ter-minates the duties of the presiding local ordinary. 86. All sisters are obliged to accept any office to which they have been elected. 87. The ballots must be burned by the tellers after each session. 88. Ira sister elected as superior general or general official is not present at the chapter, she is to be summoned immediately; but the sessions of the chapter are suspended only in the former case. 89. The office of the superior general and of the elected general officials always terminates at the election of their successors. 3. Election of delegates 90. All sisters, including those of temporary vows or other commitment, have active voice in the election of delegates to the general (provincial) chapter. 208 / Review for Religious, l/olurne 34, 1975/2 Only sisters of perpetual vows, unless members of the chapter in virtue of any office, have passive voice. OR: Only sisters of perpetual vows have active and, unless members of the chapter in virtue of any office, also passive voice in the election of delegates to the general (provincial) chapter. 91. The superior general (provincial) shall publish a list accessible to all the electors, compiled with the consent of her council, of all the sisters of passive voice. 92. In each house on the day determined in the letter of convocation, the electors shall assemble under the direction of their local superior. Each shall elect by secret ballot forty (or other number) sisters. 93. The local superior shall collect all the ballots without inspecting them and enclose them with her own ballot in an envelope, which she shall seal in the presence of the electors. She shall write on this inner envelope, "Election of Delegates, house N . " and forward it immediately to the superior general (provincial). 94. As soon as possible after all the envelopes have been received, the superior general (provincial) and her council shall open the envelopes and count the votes of this first balloting. The secretary general (provincial) shall record the votes. All sisters who received an absolute majority are elected. A report of the first balloting containing a declaration of those elected, the number remaining to be elected in the second balloting, and a list of the sisters voted for and the number of votes each received will be published to all the houses as soon as possible. 95. A second voting with the same procedure will be held in all the houses on the day appointed by the superior general (provincial). A relative majority is decisive in this second balloting. The substitutes are in order the sisters who received the next highest number of votes after those elected in the second balloting. The superior general (provincial) shall immediately inform the con-gregation (province) of the complete results. OR: ,90. As 90 above. 91. The superior general (provincial) shall publish a list accessible to all the electors, compiled with the consent of her council, of all the sisters of passive voice divided into three groups as equal as possible in number according to precedence from first profession. 92. In each house on the day determined in the letter of convocation, the electors shall assemble under the direction of their local superior. Each shall elect by secret vote ten sisters from each group and a fourth ten from any or all groups and in any proportion. 93. As 93 above. 94. As soon as possible after all the envelopes have been received, the superior general (provincial) and her council shall open the envelopes and count the votes of this first balloting. The secretary general (provincial) shall record the votes. All sisters who received an absolute majority are elected. A Typical Constitutions / 209 report of the first balloting containing a declaration of those elected, the number remaining to be elected from each group in the second balloting, and a list of the sisters voted for and the number of votes each received will be published to all the houses as soon as possible. 95. A second voting with the same procedure will be held in all the houses on the day appointed by the superior general (provincial). A relative majority is decisive in this second balloting. The substitutes are in order the sisters of each group who received the next highest number of votes in the second balloting after those elected. The superior general (provincial) shall im-mediately inform the congregation (province) of the complete results. 96. (Provincial congregation) Houses immediately subject to the superior general elect two delegates, superiors or subjects, of perpetual vows who are - not members of the chapter in virtue of any office, to the general chapter. The voting is carried out and the votes forwarded to the superior general according to the norms of art. 92-5. 4. Provincial chapter a. Convocation and members 97. The provincial chapter is to be convened as often as a general chapter is to be held .and at least three (six, a year) months before the date of the assembly of the latter. The provincial superior is the president of the chapter, and its principal purpose is to elect the delegates to the general chapter. The provincial shall convoke the provincial chapter at a date sufficient for the proper prechapter preparation for both the provincial and general chapters. 98. The members of the chapter are: (a) The provincial superior (b) The four (two) provincial councilors (c) The provincial secretary (d) The provincial treasurer (e) The delegates as described in nn. 90-5 b. Sessions 99. The chapter shall immediately elect from among the capitulars by a relative majority of secret votes the two tellers and in the same way, in a dis-tinct balloting, the secretary of the chapter. The tellers for these elections shall be the two junior capitulars by first profession, and the secretary shall be the provincial secretary. 100. The chapter shall then elect by separate and secret ballotings and ac-cording to the norm of art. 84 two (three, four or more) delegates and two (three, four or more) substitutes to the general chapter. These must be sisters of perpetual vows. , 101. After these elections, the chapter shall deliberate on matters that con-cern the spiritual and temporal welfare of the province. The same procedure shall be followed in deliberations as in the general chapter. 210 / Review for Religious, l/olume 34, 1975/2 102. Enactments of the provincial chapter have no force until they are ap-proved by the superior general with the consent of her council. They are then promulgated to the province by the provincial superior. 103. The chapter shall finally deliberate on the proposals to be made to the general chapter by the province. 104. The secretary shall draw up the complete proceedings of the chapter according to the norm of art. 73. One copy is to be sent immediately to the superior general, and a second copy is to be preserved in the archives of the province. The provincial superior shall immediately publish the elections to the province. 5. Preliminary sessions 105. The chapter immediately elects from among the capitulars by a relative majority of secret votes the two tellers and in the same way, in a dis-tinct balloting, the secretary 9f the chapter. The tellers for this preliminary election shall be the two capitulars youngest by first profession, and the secretary general shall be the secretary. 106. The chapter shall then elect by a relative majority of secret votes and on one ballot a committee of three capitulars who had no part in preparing or approving the reports of the superior general. This committee is to examine the reports thoroughly and give its observations to the chapter before the election of the superior general. 107. The superior general presents to the chapter two distinct and com-plete reports: one of the persons, religious life, and works; the other on the material and financial condition of the congregation since the last chapter. The financial report must have been prepared and also signed by the treasurer general. Copies of the reports should be distributed to the capitulars before the opening session. 6. Election of the superior general 108. The day before the election of the superior general shall be spent in retreat by the capitulars, and permission shall be requested for exposition of the Blessed Sacrament. 109. On the day of the election of the superior general, Mass shall be offered in the house where the chapter is held to invoke the blessing of God on the work of the chapter. If the rubrics permit, the Mass shall be the votive Mass of the Holy Spirit. 110. To be elected validly to the office of superior general, a sister must be professed of perpetual vows and have completed her thirty-fifth year. 111. The superior general is elected for six (five, four) years. She may be elected for a second but not for a third consecutive term, o i 12. The superior general is elected by an absolute majority of secret votes. If three ballotings fail to produce this majority, a fourth and last balloting shall be held. In this balloting the electors shall vote for one of the two sisters who Typical Constitutions / 211 had the highest number of votes in the third balloting, but these two sisters themselves shall not vote. If more than two would be eligible by reason of an equality of votes in the third balloting, the norm of art. 84 shall limit the can-didates to two. Of these two the sister who receives the greater number of votes in the fourth balloting is elected. (Diocesan congregation of women:) The local ordinary has full power to confirm or rescind the election of the superior general according to his conscience. 113. The president shall proclaim the newly elected superior general. This act terminates the duties of the presiding local ordinary. 7. Election of the general officials 114. After the election of the superior general and after she has taken the oath according to art. 72, the chapter under her presidency shall elect the four general councilors, the secretary general, and the treasurer general. These elec-tions are made by separate ballotings and according to the norm of art. 84. Immediately after the election of the four councilors, a distinct election for the assistant and vicar shall be held from among the four elected councilors. Or: The first councilor elected shall also be the assistant and vicar. 115. To be elected a general councilor or official a sister must have com-pleted her thirtieth year and have made perpetual profession. Any one of the councilors except the assistant may be elected as secretary general or treasurer general. These two officials should possess the special competence required for their offices. The superior general .may appoint one or more assistant secretaries and treasurers. (Appointment articles) The secretary general and the treasurer general are not elected by the chapter but appointed (for a term of three years) by the superior general with the consent of her council. Both may be general coun-cilors but neither may be the general assistant. Both should possess the specialized competence required for their offices. The superior general may ap-point one or more assistant secretaries and treasurers. The secretary general is not elected by the chapter but appointed (for a term of three years) by the superior general with the consent of her council. She may be a general councilor but not the general assistant. She should possess the specialized competence required for her office. The superior general may appoint one or more assistant secretaries and treasurers. 8. Chapter of affairs 116. After the elections the chapter shall treat of the more important af-fairs that concern the entire congregation. The enactments of the chapter may not be contrary to common law. or the constitutions. 117. Matters are decided by an absolute majority. I f the votes are equal, the presiding superior general has the right of deciding the matter. The voting is public. Any capitular has the right of requesting a secret vote on a particular matter. Such a request shall be put to the public vote of the chapter, lfthe ma- 212 / Review for Religious, Volume 34, 1975/2 jority favors the request, the voting on the particular matter shall be secret. Or: Matters are decided by an absolute majority of secret votes. If the votes are equal, the presiding superior general has the right of deciding the matter. 118. (The provincial chapters and) All professed sisters may submit written proposals to the general chapter. These must be forwarded to the superior general or her delegate at the prescribed time before the opening of the chapter. The capitulars retain the right of making proposals thereafter and during the sessions up to the definite time determined by the chapter, after which no proposals may be submitted. l l9. At a suitable time before the general chapter determined by the superior general, committees of three or more capitulars, appointed by the superior general with the consent of her council, shall arrange the proposals and prepare a report on each distinct proposal. These reports are to be com-pleted before the chapter opens. Every effort is to be made to have these com-mittees composed predominantly at least of capitulars. The superior general may permit that some or all of the committee members be elected by the secret vote of professed sisters or that they propose names for appointment. 120. The chapter is not obliged to deliberate on every matter proposed. It may simply exclude anything that appears useless or inopportune, or it may remit a matter to the study and decision of the superior general and her council after the close of the chapter. 121. The principal affairs are: (a) Suitable means of perfecting or restoring the living of the religious life (b) Proposals submitted to the chapter (c) Determination of the contribution that each house must make to the general treasury Or: Determination of the contribution that each house must make to the provincial treasury, and each province to the general treasury (d) Extraordinary expenditures which the superior general (provincial, regional), and local superiors may authorize or make alone, those that demand the advice or consent of their councils, and those for which local superiors must recur to the (provincial, regional superiors and either of these to the) superior general (e) Norms to be observed in addition to the prescriptions of the sacred canons in alienations, purchases, the assuming of obligations, and other matters of a financial nature (f) Determination of the dowry (g) Confirmation, modification, or abrogation of ordinances of previous general chapters (h) (In provincial congregations) Establishment of new provinces or the suppression of existing ones, the uniting of provinces, or the modification of their boundaries (i) Determination of more important matters for which the advice or con-sent of the general (provincial, regional) or local councils is necessary. 122. The enactments of the chapter remain in force permanently unless Typical Constitutions / 213 amended or abrogated by subsequent chapters. Or: The enactments of the chapter remain in force until the next chapter, in which they may be confirmed, modified, or abrogated. 123. The chapter may not be protracted beyond a reasonable length of time. The superior general shall publish the elections, ordinances, and other acts which the capitulars have determined should be published. STATUTES I. Classes in institute; rights and obligations. The members form one class of sisters subjec( to the one superior general and living under the same common norms. 2. Precedence. The following is the order of prec.edence in highly official and ceremonial matters (see full list in Review for Religious, 25 [1966], 365-8): 3. Titles. The superior general shall be called. The title of. shall be given to. The title of all other religious is Sister. The superior general alone at the expiration of her term of office shall retain the title of. and have the precedence stated in art. 2. 4. Religious habit. (For example:) The habit is of suitable black materi-al. 5. The veil of the professed sisters is of black material and light in weight. 6. The professed sisters wear a silver ring on the third finger of the left hand . . . 7. The sisters are permitted to wear white habits, veils, and cinctures while occupied in duties or in a climate that necessitates or counsels this dress. 8. Dowry. Postulants shall bring the dowry determined by the general chapter. The chapter may grant delegation in this matter to the superior general and her council. 9. The superior general (provincial congregation: higher superior) with the consent of her council may remit wholly or in part the dowry of a candidate who lacks financial means. 10. A postulant dispensed from the dowry is obliged to establishone later if she receives any substantial gift or bequest. 11. After the first profession of a sister, the superior general (provincial congregation usually: provincial superior) with the consent of her council and that of the local ordinary must invest the dowry in safe, lawful, and profitable securities. ! 2. The dowries must be prudently and justly administered at the habitual residence of the superior general (provincial congregation usually: provincial superior). 13. Material entrance requirements. The superior general (provincial con-gregation: provincial or higher superior) with the consent (or advice, or no vote required) of her council shall determine the wardrobe and the sum to be paid for the expenses of the postulancy and noviceship. In particular cases and for just reasons, the superior general (provincial congregation: higher or provincial superior) has the right to dispense wholly or in part from this requirement. 214 / Review for Religious, l/olume 34, 1975/2 14. A record shall be kept in a special register of all the property that the candidate brings with her to the postulancy, signed by the candidate and two sisters as witnesses. 15. The candidates, upon their admission to the postulancy, must sign a civilly valid document in which they declare that they will not seek compensa-tion for services given to the congregation before or after profession, whether they leave or are dismissed. This document is to be renewed at the time of perpetual profession. 16. Testimonials for admission. Before being admitted candidates must present these credentials: (a) Certificates of baptism and confirmation (b) A testimonial of good moral character from their pastor or another priest, unless the aspirant is already well known to the superior general (higher superior) (c) Certificates of good health, both physical and mental, from reliable professional sources (d) Other testimonials that the superior general (higher superior) may con-sider necessary or opportune. 17. Postulancy. The time prescribed for the postulancy is a year. For a just reason and with the advice of her council, the superior general (higher superior) may prolong or shorten this time but not beyond six months. 18. Every three months the directress shall give to the superior general (higher superior) and her council a report of the postulant's virtues, defects, and aptitude for the life of the congregation. 19. About three months before the beginning of the noviceship, the postulant shall in writing petition the superior general (higher superior) for ad-mission to the noviceship. 20. Before beginning the noviceship, the postulant shall make a retreat of. entire days. 21. Noviceship. As soon as possible, each province shall have its own novitiate. 22. The noviceship begins in the manner determined by the superior general (provincial congregation: higher superior) The added year ends on the second anniversary of the inception of the noviceship, and on this day the temporary profession (or other commitment) may be licitly pronounced. 23. Three months before the end of the noviceship, the novices shall in writing request admission to the profession (or other commitment) from the superior general (provincial congregation frequently: provincial superior). 24. The novice shall be informed of her admission to vows so that in due time she may relinquish the administration of her property, dispose of its use and usufruct, and make a will, as prescribed in common law. 25. Before pronouncing her vows (or other commitment), the novice shall make a spiritual retreat of. entire days. 26. Profession of a novice in danger of death. Even though she has not com-pleted the time of her noviceship, a novice in danger of death may, for the con- Typical Constitutions / 215 solation of her soul, be admitted to profession by any superior, the directress of novices, or their delegates. The ordinary formula of profession is to be used if the condition of the novice permits, but without any determination of time. 27. By this profession the novice is granted a plenary indulgence in the form of a jubilee; the profession, however, has no canonical effect. If the novice should recover her health, her state will be the same as if she had made no profession. Therefore, if she perseveres, she must complete the full time of the noviceship and on its completion make a new profession, All of these prescrip-tions apply to other forms of commitment. 28. Religious profession. The written declaration of profession, whether temporary or perpetual, must be signed by the professed sister, the superior general or sister delegate who received the profession, and two other sisters as witnesses. This document shall be carefully preserved in the files of the con-gregation. 29. Three months before the expiration of each temporary profession, the sisters shall present a written petition to the superior general (provincial con-gregation frequently: provincial superior) to be admitted to the renewal of tem-porary vows or to perpetual profession. 30. When the time for which the vows were pronounced has expired, they must be renewed without delay. However, for a just reason, the superior general (provincial congregation frequently: higher or provincial superior) may permit the renewal of temporary vows to be anticipated, but not by more than a month. An anticipated renewal expires only on the day on which a non-anticipated renewal would have expired. Higher superiors.for a just cause may permit first profession or commitment to be anticipated but not beyond fifteen days. 3 I. Before perpetual profession, the sisters shall make a retreat of. entire days, and before renewal of temporary vows or commitment, a retreat of. day(s). Only the first profession must be made in the novitiate house. 32. Poverty. With the permission of the local superior, sisters may perform acts of proprietorship required by civil law. If such an act includes alienation of property or concerns an important matter, this permission is reserved to the superior general (provincial congregation: higher superiors) unless the case is urgent, when it may be given by the local superior. 33. Penance. All superiors are to strive to have confessors readily available before Communion. 34. Religious exercises. The sisters shall daily recite in common Lauds (and) Vespers (and) Compline of the Divine Office. 35. Every day the sisters shall spend a half hour in mental prayer. They shall individually prepare the matter of the prayer beforehand. 36. They shall make the particular and gen'eral examen of conscience at noon and at nigl~t. Privately and at a convenient time during the day, they shall recite five decades of the rosary and devote at least fifteen minutes to spiritual reading. 216 / Review for Religious, IZolume 34, 1975/2 37. The sisters shall accustom themselves to visit the Blessed Sacrament frequently. 38. Annually the sisters shall make a retreat of. full days. They shall observe a day of monthly recollection, which ordinarily is to be the o. Sunday of the month. 39. The sisters shall make a public devotional renewal of their vows and commitment on . . . They should renew their vows frequently in private, par-ticularly at Mass, and on the day of monthly recollection. The formula of this renewal is . 40. Superiors shall grant another suitable time to sisters who are prevented from performing the prescribed spiritual duties at the ordinary time. 41. Mortification and penance. In the practice of corporal mortification and penances of a private nature, the sisters are to be guided solely by the con-fessor; for those that are public they must have the permission of the superior. 42. Enclosure. The parts of the house subject to enclosure are the dor-mitories of the sisters, their cells, the infirmary, in a word, all places destined by the superior general (provincial congregation: higher superior) for the ex-c| usive use of the sisters. 43. If the chaplain or other priests live in a house of the sisters, their apartments shall if p~ssible have a separate entrance and be separated from the part of the house occupied by the sisters. 44. The sisters shall observe the prescribed norms and usages on leaving the house. 45. Sisters living outside a convent of the congregation for study are obliged, if possible, to live in a religious house. 46. Correspondence. The correspondence of the sisters is subject to the authority of superiors, and of the junior professed, novices, and postulants also to their directresses. 47. Silence. Religious silence shall be observed according to the prescribed norms and usage of the congregation. 48. "~postolate. The sisters in hospitals shall be guided by religious and ethical principles in their professional activities. In a doubt they shall consult religious or ecclesiastical authority. 49. Care of the sick. Spiritual aid shall be promptly given to the sick. They may ask for the confessor they prefer and are to be given the opportunity of receiving Holy Communion frequently and even daily during their illness. 50. Suffrages for the dead. At the death of a professed religious or novice, the local superior shall immediately inform the superior general (provincial) and the close relatives of the deceased. The superior general (provincial) shall promptly send a notification to all the houses (of the province). 51. Departure and dismissal. The superior general (higher superior) with the advice of her council, for just and reasonable motives, may exclude a religious from renewing temporary vows (or other commitment) or from mak-ing profession of perpetual vows, also because of physical or psychological ill-ness. Religious who have made profession of temporary vows (or other corn- Typical Constitutions / 217 mitment) may freely leave the congregation when the term of the vows has ex-pired. 52. For the dismissal of a sister of perpetual vows, serious external reasons are required, together with incorrigibility, after attempts at correction have been pre~viously made without success, so that in the judgment of the superior general and her council there is no hope of amendment. The efforts at correc-tion shall include not only the admonitions but also a change of employment, transfer to another house, and other suitable means, if judged expedient for a reform of conduct. 53. If by the consent of the council expressed in secret ballot the sister has been found incorrigible and her dismissal approved, the superior general shall transmit the whole matter, with all the relevant acts and documents to the Sacred Congregation for Religious and Secular Institutes (diocesan con-gregation: ordinary of the diocese where the religious house to which the sister is assigned is situated): (Added article in diocesan congregation:) The sister has the right to appeal to the Holy See against the decree of dismissal, and if she makes this appeal within ten days from the date on which she was informed of her dismissal, the decree of dismissal has no juridical effect while the recourse is pending. 54. In an automatic dismissal according to canon 646, it is sufficient that the superior general (provincial congregation: higher superior) with the advice of her council make a written declaration of the fact, but she is to take care that the collected proofs of the fact are preserved in the files of the congrega-tion. 55. In the case of~rave external scandal or of very serious imminent injury to the community, any professed sister may be immediately sent back to secular life by the superior general (provincial congregation: higher superior) with the consent of her council or even, if there is danger in delay and time does not permit recourse to the superior general (higher superior), by the local superior with the consent of her council and that of the local ordinary. The sister must immediately put off the religious habit. The local ordinary or the superior general (higher superior), if she is present, must without delay submit the matter to the judgment of the Holy See. 56. A sister who has been canonically dismissed is by that very fact freed from all her religious vows. 57. Superior general. The residence of the superior general shall be at the motherhouse and may not be permanently transferred without the consent of the general council and the permission of the Holy See (diocesan: permission of the ordinary of the present and proposed places of residence). 58. With the deliberative vote of her council, the superior general may place certain houses and works under her immediate authority and may also transfer these to a province. 59. The office of the superior general is incompatible with that of local superior, even in the motherhouse, or with that of any other official. '60. General council. The councilors should live at the motherhouse, but in a 218 / Review for Religious, l/olume 34, 1975/2 case of necessity two of them, with the exception of the assistant, may live else~,here, provided they can attend the meetings of the council, to which they must always be summoned. The councilors should not be burdened with any employment that might prevent them from fulfilling properly their duties as councilors. Or: At least one councilor, ordinarily the general assistant, must live at the motherhouse. The other general councilors must be assigned to houses from which they can attend the meetings of the council, to which they must always be summoned . . . 61. An ordinary session of the council shall be held every month, but the superior general may convoke the council as often as important affairs are to be discussed. The council may not deliberate unless the president and at least two councilors are present. 62. At the beginning of the session the miiautes of the precedit~g meeting as recorded by the secretary general shall be read. When approved they shall be signed by the superior general and the secretary. 63. The superior general shall then place before the councilors the matters for discussion. When a subject has been stated and appropriate explanatigns given, she shall allow the councilors to speak and shall take care to obtain'the opinion of each. The councilors shall express their opinions with becoming respect, simplicity, and sincerity. 64. When the consent of the councilors is required, the voting must be by secret ballot. The decisions of the council are to be made by an absolute ma-jority. In an equality of votes, the superior general may decide the matter. 65. A full council is necessary for appointments to office. If a councilor cannot be present and the appointment cannot be deferred, a sister of perpetual vows shall be chosen by the councilors as substitute. 66. The superior general may summon sisters who are not councilors for in-formation or advice, but such sisters are never permitted to vote. All who thus attend sessions of the council are 9bliged to secrecy. 67. The superior general must have the deliberative vote of her council in the following cases: (a) Condonation in whole or in part of the dowry (b) Investment of the dowry (c) Determination of the expenses of the postulancy and noviceship (d) Admission to the noviceship and first profession (e) Establishment or transfer of a novitiate (f) Imposition of a formal precept of obedience on the entire congregation, a province, or a house (g) Dismissal of a professed of temporary or perpetual vows and the send-ing of a professed religious immediately back to secular life (h) Convocation of an extraordinary general chapter; designation of the place of the general chapter; inviting of externs and sisters who are not capitulars to the chapter; excusing of a capitular and the summoning of her substitute; compiling of list or groups for the election of delegates; appoint-ment of committees for proposals to the general chapter; and approval of enactments of provincial chapters Typical Constitutions (i) Transfer of the permanent residence of the superior general or of a provincial superior (j) Appointment of a visitor for the entire congregation (k).Choice of a substitute for an absent general councilor (1) Acceptance of the resignation, removal, or deposition of a general coun-cilor or official, and appointment of a successor in these cases (m) Appointment, prolongation of term, transfer, and removal of (provin-cial, regional, and) local superiors, their councilors, secretaries, and treasurers; of a directress or assistant directress of novices, of junior professed, of postulants; instructress of tertians, supervisors of schools and studies, prin-cipals of schools, and administrators of hospitals (n) Placing of houses and works under the immediate authority of the superior general and transferring of them to provinces ¯ (o) Transfer or removal of a superior or official before the expiration of a prescribed term (p) Approval of the accounts of the treasurer general (q) Imposition of an extraordinary tax, investment of money, alienation of ¯ property, contracting of debts and obligations, making of contracts in the name of the congregation, extraordinary expenses, and other matters of a financial nature according to the norms of canon law and the ordinances of the general chapter (r) Establishment, change, and suppression of provinces, regions, and erec-tion and suppression of houses (s) Uniting of the offices of Iota1 superior and local treasurer (t) All matters remitted to the deliberative vote by the general chapter (u) Determination of matters that require the consent or advice of the (provincial, regional, and) local councils. 68. The superior general must have the consultative vote of her council in the following cases: (a) Abbreviation of the added period of the postulancy, noviceship, and temporary vows or other commitment (b) Prolongation of and dismissal from the noviceship (c) Admission to renewal of temporary vows, their prolongation, admission to perpetual profession, and exclusion from renewal of temporary profession and from perpetual profession (d) Declaration of fact for the.automatic dismissal of a professed sister (e) Transfer of a sister from one province to another (f) Approval of the reports of the superior general to the general chapter (g) A practical interpretation of a doubtful point of the constitutions (h) All matters remitted to the consultative vote by the general chapter. 69. Secretary general. It is the duty of the secretary general to assist the superior general with the official correspondence of the congregation. She shall be present at all meetings of the general council and record the minutes of the sessions. She is obliged to secrecy in all that refers to her office. 70. She shall be in charge of the general archives and of all documents relating to the history and administration of the congregation. No document 220 / Review for Religious, l~olume 34, 1975/2 shall be taken from the archives except in conformity with the established regulations. 7 I. The secretary shall compile the annals of the congregation. Every year she shall receive from the local superiors an accurate record of the principal events of their houses. Or: The secretary shall compile the annals of the con-gregation. Every year she shall receive from the provincial (and regional) superiors an accurate record of the principal events of the provinces (regions), and houses. 72. The secretary shall be attentive to all legislation and decrees of the Holy See and to diocesan regulations and civil enactments that affect the congrega-tion, and shall keep the superior general and her council informed on all such matters. 73. The preceding articles apply with due distinctions to (provincial, regional, and) local secretaries. 74. Treasurers. The administration of the temporal goods is entrusted to the general (provincial, regional) and local treasurers under the direction of the respective superiors and the supervision of their councils. The treasurers are obliged to secrecy in all that appertains to their office. 75. The superior general may appoint as many assistants as necessary to the general and local treasurers (general treasurer, and the provincial and regional superior may do the same for provincial, regional, and local treasurers). 76. Treasurer general. The treasurer general manages the financial affairs connected with the general funds. Every six months she must give an account of her administration to the superior general and her council. If everything is found in order, the superior general and the council shall approve her ad-ministration by signing the statement. 77. The treasurer general must see that the (provincial, regional, and) local superiors send a report of their administration to the motherhouse every six months. She shall examine these reports to obtain an exact insight into the financial state of the congregation and its parts and shall give the general coun-cil an accurate account of her examination. 78. Provincial and regional treasurers. The provincial (and regional) treasurer(s) is (are) appointed by the superior general with the consent of her council. Neither the provincial superior nor the assistant provincial may be provincial treasurer. The two preceding articles must be observed also by the provincial (and regional) treasurer with regard to the provincial superior (and the regional superior), her council (their councils), and the local houses. 79. Local treasurers. In each house there shall be a local treasurer, who is appointed by the superior general (provincial) with the consent of her council. Although it is preferable to separate the office of local superior from that of local treasurer, the superior general (provincial), with the same vote of her council, may combine them if this is necessary. 80. The local treasurer shall render a monthly account of her administra-tion to the local superior and her council, who shall examine and approve it ac- Typical Constitutions / 221 cording to the norm of art. 76. Every six months each house shall send an ac-curate financial statement to the superior general (provincial). 81. Administration of temporal goods. Each province must contribute to the general and each house to the provincial (or regional) treasury the sum determined by the general chapter. The superior general with the consent of her council may, when necessary, impose an extraordinary tax on all or some of the provinces and houses or authorize a provincial or regional superior to impose such a tax. 82. Houses or works whose financial responsibility appertains to ecclesiastical or lay administrators and in which the income consists of salaries paid for the sisters shall remit to the general treasury that part of the surplus established by the general chapter. 83. The treasurers validly incur expenses and perform juridical acts of or-dinary administration within the limits of their office. 84. Stocks, bonds, securities, and similar papers shall be placed in a secure safe or safe-deposit box, and the treasurer shall keep an exact record of all such deposits and withdrawals. 85. Each house must maintain an inventory of all property owned by the community. The inventory must be renewed annually for adjustment and depreciation. One copy is to be retained in the house (and another in the provincial or regional house) and one in the files of the treasurer general. An inventory is to be maintained in the same manner for all property owned by (the province and) the congregation. 86. The investment of money should not be made except on the authoriza-tion of the superior general (higher superior) with the consent of her council and ordinarily with the advice of a honest and competent financier. 87. Besides the ordinary expenses, each (province, region, and) house may expend only the sum determined by the general chapter. For other extraor-dinary expenses recourse must be made to the superior general (higher or regional superiors). 88. Provinces. In each house there shall be a provincial house so organized that the proper performance of all provincial duties may be assured. 89. Provincial councilors, secretary, and treasurer. The provincial coun-cilors shall individually submit an annual report to the superior general on the spiritual and temporal state of the province. 90. The provincial superior shall assemble her council once a month; ex-traordinary sessions shall be called when necessary or opportune. 91. The provincial superior must have the deliberative vote of her council for the following acts: (a) Condonation in whole or in part of the dowry (b) Investment of the dowry (c) Determination of the expenses of the postulancy and novicesliip (d) Admission to the noviceship (e) Imposition of a formal precept of obedience on the whole province or an entire house 222 / Review for Religious, l/olume 34, 1975/2 (f) Sending a professed religious immediately back to secular life (g) Designation of the place of the provincial chapter, inviting of externs and sisters who are not capitulars to this chapter, excusing of a capitular and summoning of her substitute, compiling of lists or groups for the election of delegates, and the appointment of committees on proposals to the general or provincial chapter (h) Appointment of a visitor for the entire province (i) AppointmenL transfer, and removal of local councilors and treasurers, the assistant directress, of novices, the directress of postulants, principals of ~chools, and the uniting of the offices of local superior and local treasurer (j) Removal or transfer of an official before the expiration of a prescribed term (k) Choice of a substitute for an absent provincial councilor (1) Approval of the accounts of the provincial treasurer (m) Investment of money, alienation of property, contracting of debts and obligations, the making of contracts in the name of the province, extraordinary expenses, and other matters of a financial nature according to the norms of canon law and the ordinances of the general chapter (n) Other matters according to the enactments of the general chapter or of the superior general with the consent of her council (o) The determination of matters that require the consent or advice of local councils. 92. The provincial superior must have the deliberative vote of her council for the following requests to the superior general: (a) Erection and transfer of a novitiate and erection and suppression of houses (b) Admission to first profession (c) Dismissal of a professed of temporary or perpetual vows (d) The appointment, proposal of names, removal, deposition, and replace-ment of provincial councilors and officials, local superiors, directress of novices, of junior professed, instructress of tertians, supervisors of schools and studies, and administrators of hospitals (e) The imposition of an extraordinary tax (f) Other matters according to the ordinances of the general chapter or of the superior general with the consent of her council. 93. The provincial superior must have the consultative vote of her council for the following acts or requests to the superior general: (a) To assign the duties of the sisters and to transfer them from one house to another within the province (b) Abbreviation and prolongation of the postulancy, the noviceship, and temporary vows or other commitment (c) Dismissal from the noviceship (d) Admission to renewal of temporary vows (e) Admission to perpetual profession and exclusion from renewal of tem-porary vows a~nd from perpetual profession Typical Constitutions / 223 (f) Declaration of fact for the automatic dismissal of a professed sister (g) Other matters according to the ordinances of the general chapter or of the superior general with the consent of her council. 94. Regions. The regional councilors shall individually submit an annual report to the superior general on the spiritual and temporal state of the region. 95. Houses. At least., sisters must be assigned to a house and adequate provision made for their spiritual assistance. 96. Local superiors. A sister who has been in office for six (twelve) successive years may not again be appointed local superior in any house before the lapse of a (two, three) year(s), except in a case of serious necessity. 97. The local superior shall send a written report once a year to the superior general (provincial) on the spiritual and temporal state of her community. 98. Local officials. In every formal house there shall be two councilors. One is to be designated as assistant and vicar. In smaller houses there is one coun-cilor. The councilors must be sisters of perpetual vows. The local councilors shall write individually to the superior general (provincial) once a year on the spiritual and temporal state of the house. 99. In the absence of the local superior, the assistant shall preside and replace her in whatever is necessary for the ordinary management of the house. 100. The local superior shall convoke her council every month or oftener, if necessary. The norms on the general council, with due distinctions, apply to the local council. Local councilors have only a consultative vote except in the ex-traordinary case mentioned in art. 55 and in matters for which the general chapter or the superior general (or provincial superior), with the consent of her council, has decreed that the vote must be deliberative. 101. The following are the subjects to be discussed by the superior and her council: the fulfillment of the obligations of the religious life and the religious spirit of the community, the occupations of the sisters, the material and finan-cial condition of the house, the work of the school or institution, and the means to be used to encourage works of zeal and to correct deficiencies. 102. Directress of novices. If the number of novices or any other good reason renders it expedient, a sister shall be given as assistant to the directress. The assistant shall be under the immediate authority of the directress in all matters pertaining to the government of the novitiate. She must possess the necessary and suitable qualifications for the office. 103. The directress and her assistant are appointed for three years. Both must be free from all other offices and duties that might interfere with the care and government of the novices. 104. The directress shall grant all ordinary permissions and dispensations to the novices. 105. Every three months the directress must present to the superior general (provincial superior, regional superior) a report on the vocation, character, conduct, progress in.religious life, aptitude,'and state of health of each novice. Non-possessiveness and the Religious Vows Brother Richard DeMaria, C.F.C. Brother Richard DeMaria, C.F.C., is a faculty member in the Department of Religion; lona College; New Rochelle, New York 10801. "You can't take it with you" is an oft-cited maxim from the treasures of pop-ular wisdom, intended to temper the Faustian spirit within man by the reminder that death will separate him from all possessions, honors, and ac-complishments. The maxim applies not only to our inability to carry possessions beyond the doors of death. It speaks also to our daily experience: it is impossible to hold onto the joys whi,ch life provides. It is like the proverbial efforts of a child trying to capture soap bubbles. Rather than simply delighting in their multi-colored beauty, (he child tries to capture them and, in so doing, destroys them. So it is with pleasure: the attempt to capture the beautiful ex-perience destroys it. The attempt-to-own generates dissatisfaction, disappoint-ment, worry, jealousy, suspicion, envy, and a host of internal cancers, all of which crowd out the simple faculties of enjoyment. Possessiveness, the Enemy of True Delight This suggests an important principle: the enemy of true delight is possessiveness. He who would experience the beauty of God's world, the joys of full human life, must learn to enjoy beauty, love, achievement without try-ing, without wanting, to possess them. This approach--symbolized by open-handed arms, extended to touch without holding--is not easily learned, and yet it is necessary if one hopes to taste fully the joy which life bestows, erratically but prodigally, on those who have discerned her ways. The truly wise person is one who, for example, delights in the excitement of achievement, who knows well the joys of friendship,, who has developed an appreciation for the arts, but 224 Non-possessiveness and the Religious Vows / 225 who resists the tendency to possess them. This person knows that, because life is generous, there is no reason to cling to one particular object, person, or ex-perience. There will always be others. The possessive person, on the other hand, bent upon having certain selected experiences, fails to notice and thus enjoy the offerings of a bountiful world. This person has not learned a key truth about human life: the beautiful things in life "happen" and cannot be made to occur or to remain. The effort to force their occurrence, which in-evitably fails, only introduces disappointment and frustration, pain and anger. A new insight into religious life can be gained when it is approached in this context. The three vows, which have been considered descriptive of the religious life, are concerned with three drives within the human spirit which are particularly susceptible to the possessive tendency. It is the thesis of this paper that religious life, as it has been traditionally structured, places a person in a life style which should reduce the pressures leading to possessiveness in each of these areas. Accordingly, each vow involves both a promise to observe a par-ticular life style, as well as a pledge to seek the freedom from possessiveness which that life style is intended to inculcate. In this article, we shall consider separately these three human drives, noting both healthy (nonpossessive) and unhealthy (possessive) forms of each, showing how the religious life style should foster the former. The Vow of Obedience Essential to healthy personality is the sense of fulfillment which one feels when, with body and mind, through ingenuity and hard struggle, one over-comes the forces of disintegration and creates order, beauty and happiness. To know that one has created, has made one's mark upon the world, has con-tributed to the progress of society, is a deeply felt human need. For one who has known this self-affirmation which follows successful creative efforts, work is not drudgery but is an invitation to self-fulfillment. But we often find the possessive tendency present here, adulterating the healthy creative drive, transforming it into a force which is debilitating. The valuable drive to create can give way all too easily to a pathetic search for success and recognition and, then, the energy which should be directed toward creative activity is channeled into frantic efforts to attain or retain positions of prestige. The person who is possessive about success will avoid any under-taking unless there is a guarantee of succeeding. He will pare his life down to a few "safe" activities in which he knows he can succeed, activities in which there is no competition. When he has found something which affords him some recognition, he will jealously protect that position, resenting any newcomers who might replace him. He studiously will avoid challenge. Such are not the ways of the creative person. He, too, enjoys the taste of success and delights in the recognition which accompanies achievement. But he knows that too much concern with success is destructive, distracting,, and futile; therefore he refuses to expend excessive energies in vain efforts to main-tain positions of real or imagined importance. He knows when and how to let 226 / Review for Religious, Volume 34, 1975/2 go of past success: he willingly relinquishes a position when others better qualified are available. He knows when and how to accept a new challenge, even when--especially when--there is no assurance as to the outcome. Such a life is filled with challenge and struggle, and the excitement of knowing that one is attempting the "impossible." It is difficult to be such a person. It is in this context that we might consider the vow of obedience. By the vow of obedience, a religious not only promises to observe the traditions and customs of a congregation but pledges as well the intention to overcome as far as is possible the tendency to be possessive with respect to creative endeavors, the tendency to idolize success, prestige, or power. The religious life style, in which authority is defined in terms of service to the community, where ap-pointments to positions of authority are for relatively short periods of time, where~ one's "standard of living" does not depend upon the positions held--such a life style establishes a milieu which should reduce the tendency to idolize position. The life of religious community should free its members from many of the pressures which are experienced by others in a world where com-petition is the game plan and where concern for livelihood itself forces many to engage, however reluctantly, in a scramble for positions, and a subsequent campaign to eliminate all contenders, once an office is acquired. Unfortunately, there are religious who never take advantage of this freedom which the structure of their life facilitates but who allow possessiveness to color all their activities. There is no automatic relation between the religious life style and true detachment. Many are the religious who carve for themselves niches in life from which they cannot be moved; many are the religious who place great store in the most foolish of honors and distinctions and who jealously resent anyone interested in the same; many are the religious who are fearful of innovation and innovators and allow this fear to paralyze their lives; many are the religious who never experience the sense of power~and of joy which come from struggle against, and success over, difficult odds. Insecurity is not easily overcome. But the point remains that the com-munal life style can facilitate, and is intended to facilitate, a detachment from the vitiating need to achieve success or prestige. Once freed, the creative drive can be a source of happiness, joy, and growth. The Vow of Chastity Little need be said of the important role which the drive toward human relationship can play in the development of mature personality. Love has the ability to shatter, even if only temporarily, the consciousness which walls a per-son off into an isolated, self-absorbed space. Suddenly, or gradually, the ex-perience of giving and receiving love introduces one into a new understanding of life and one's relation to it; it allows one to dispense with unneeded, counter-productive defenses; and it encourages one to "unpretzel" himself, to allow himself to touch and to be touched by powers beyond the self. For many, love is the first experience, the first taste, of that "other life," that other "self," which is within ("the kingdom of God is within you"), waiting to erupt into and Non-possessiveness and the Religious Vows / 227 gladden the lives of every person. "God is love" is the way the Christian writers spoke of the sacred, and for many, perhaps most, love relations will remain the door by which they can understand and enter into the Godly perception. Because the experience of love is redemptive, a person understandably wishes to prevent it from being destroyed, diminished, or infringed upon. Unfor-tunately, this healthy wish to protect something important can, and does, easily degenerate into counterproductive efforts to possess and to demand love, which can never be possessed or demanded. And, thus, the salvific drive towards relationship is transformed into a destructive passion. The possessive person mistakenly believes that exclusivity is a prerequisite to deep, "real" love, and thus he reaches out only to those few people from whom he expects near total response. He wants undivided attention from those he loves. In his desire to keep the loved one for himself, he cuts the other off from every outside relationship, interest, and involvement, foolishly thinking that he can be all things to that person. He even views the interests and ac-tivities of the other, when these are not held and enjoyed together, as rivals to be eliminated from the field. And in a similar way, he limits his own world. Cut off thus from the sources of growth, they both die of malnutrition. That is, if they are not first destroyed by the suspicion and jealousy which inevitably plague such possessive relationships. Clinging love, so different from simple love, is a cancer which leaves its host blinded or distraught. How different is the non-possessive person! He fears the human tendency to suffocate loved ones, and therefore he is pleased when the other develops new, outside relationships and interests, knowing that they are the sources of life and growth. He fears as well his tendency to suffocate himself. He knows it is important that he never stop growing in love, that he not cease to meet and commune with the different people life brings into his world. Without denying the special importance of long-standing friendships and loves, the non-possessive person values the opportunities to commune with many people in a lifetime. As he grows in maturity, he finds that it becomes progressively easier for him to let down his defenses, to give and elicit trust and spontaneity in others, to communicate as a person to a person. In other words, he grows in the ability to love. A clarification may be necessary here: at first, the suggestions in this sec-tion might seem to reject the possibility or value of permanent relationships, especially marriage. But a call for non-possessive love should not be confused with an advocacy for that non-responsible form of love which is delighted to be freed from any kind of commitment. In every friendship and romance one takes upon himself responsibilities to the other which perdure even after that mysterious, uncontrollable attraction we call love has passed on. Which is to say that the relationship of friendship or marriage is more than simply a form of intimate intercommunion. In view of this analysis, the vow of chastity might be seen as follows: by the vow of chastity a religious promises not only to live a chaste, unmarried life, but pledges as well his or her intention to eradicate the strong, "natural" 22a / Review for Religious, Volume 34, 1975/2 propensity toward possessive love and to overcome the "natural" propensity to restrict love and care to a few people over whom he or she can claim an ex-clusive priority. Celibacy is a call to be constantly open to relationship, to be ready to befriend any person met with a non-demanding love. Far from a pledge to live in isolation from human love, the vow of celibacy asks of those so vowed that they strive to love deeply without making claims upon others. Especially it would ask them to fuse this freedom with a concern for the lonely, the unattractive, the fearful. Because the religious neither takes a spouse nor parents children, he or she avoids the temptation to center all one's love and care upon a few people, and the temptation to regard spouse and children as people over whom one has a right to demand love. By opting to live a com-munity life, the religious places himself or herself in a milieu where both the joys and responsibilities of multirelationship are encouraged and facilitated. Thus the celibate life style is a structure which should aid the development of an enlarged and non-destructive approach to the world of intimacy. These comments are not intended to suggest that the celibate form of life automatically engenders this freedom so necessary if one is to know fully the joy of love. Many are the religious who faithfully observe the restrictions of celibate life, but who never attain its spirit: whose relationships with friends or students or colleagues are characterized by ownership, exclusivity, jealousy, and all the concomitant signs of possessiveness. Many are the religious who never find througl~ their celibate life the freedom to enter easily int6 warm, redemptive relationships, who never realize in their lives the truth of the maxim that religious are called to parent thousands. In summary: the vow of chastity has traditionally been presented in terms of sacrifice, a sacrifice which was valued because human relationships were thought to interfere unnecessarily with the search for God or the demands of the apostolate. There is, of course, truth in this argument: as we have seen, love can give birth to a possessiveness which does interfere with a person's service to God and neighbor. The vow might better be supported by a spirituality which differentiates between possessive and non-possessive relationships, which knows that love can be both the source of salvation and the source of destruc-tion. The celibate life, then, is valued, not because it involves renunciation but because it can be a step towai'd the ability to love without that possessiveness which weakens or destroys the consciousness which we call love. The Vow of Poverty Repeatedly in Christian hist6ry, there arose the temptation to embrace Manicheism: to see the world and its joys as the creation of an evil spirit and as traps for the human soul. Against this heresy, orthodox Christian theology has insisted that the God who created man's spirit also created the material world, and that, as the author of Genesis insists, He saw it, and found it to be good. Orthodox spirituality teaches the Christian that he can discover the God of the Gospels reflected in His creation: through the beauty of the world, through the joys which it brings, one meets and touches the sacred. Sensitivity to the beauty Non-pissessiveness and the Religious Vows / 229 of life is'a drive, an important ,one, by which a person can taste and see the goodness of God. The joys of life help man to venture outside his narrow self-world, to discover h~s at-homeness w~th that which is beyond, to understand the truth that one is but a branch whose fulfillment depends upon maintaining unity with the Vine. He who islinsensitive to beauty, whose mind cannot be moved by the complex-powerful-fragile world is indeed a poor man, dis-possessed of a key which can fr~e him from the prison of alienation and from the illusion of i,n, dividualism. ,~s the Christian learns daily when gathered around the Lord s Table, God [is to be found in His world, in the common bread and wine¯ But enjoyment of the world and its pleasures easily parents a possessiveness toward things which is neither healthy nor redemptive. The possessive per-sonality begins to amass, or Idesires to amass, large stores of material belongings, assuming that ownership of things is a prerequisite to enjoying them, is a means of holding onto joy. No sooner ts the beauttful encountered than the possessive person begm,s planmng ways to hold onto the source ofthat pleasure in order to insure that it can be repeated. But experience teaches that this effort to prolong-by-possessing fails¯ It succeeds only in introducing worry, jealousy, and dissatisfaction. This concern for, this worry about, owning becomes so ~mportant that the original goal of enjoyment ~s overwhelmed and forgotten. Time is spent collecting, protecting, preserving, insuringmand these become substitutes for enjoymetlt. In one's desire to hold onto a particular joy, one fads to notice, and therefor~ to respond to, the ~nnumerable joys which prodigal world offers PossessiTe people, people who desire to own a lot, are often people who enjoy very httle. The non-possessive person, precisely because his attentions and energies are not being channeled into the attainment or protection of a few chosen ob-jects of importance, is one who ~an find delight in the most unexpected places, I who is regularly surprised by joy. He understands that the person who wishes to know the joys of this life mus~ resist the ever-present, self-defeating tendency to force their attentions¯ He m!ust learn to touch without holding. Traditionally, the vow of poverty has been understood in terms of sacrifice, a "giving up" of the material world, whose pleasures are sirens to the spirit, diversions from the work of the Master¯ A more balanced, ~ncarnat~onal spirituality would teach Christians to be wary, not of pleasure itself, but of the spirit of possessiveness toward~ pleasure and the world which affords these joys. Such a spirituality woul~l teach Christians that in pleasure they ex-perience the salvific presence of the Creator, and that such appreciationsmfar from being destructive--can be invaluable aids to the spiritual life¯ This spirituality would also maintain that the attractions of the material world can be dangerous, not because they themselves are spiritually injurious, but because they do tend to excite the possessive tendency within a person. Enjoy-ment easily gives way to covetousness, worry, jealousy, frustration, all of which destroy integrity and distract from values. It is this spirit of possessiveness--the need to own, the fear of losing, the desire for more--which is injurious to the life of grace and which must be overcome¯ 230 / Review for Religious, l/olume 34, 1975/2 The vow of poverty might be approached in this context: by the vow of poverty, a religious promises not only to live communal life according to the constitutions and customs of his or her congregation, but pledges as well the in-tention to overcome as far as is possible the possessive tendency toward the good things, the pleasures of this world. Communal life, where material resources are shared and where individual worry about present or future needs is considerably reduced, is a structure which should make non-possessiveness toward material things a more easily attained goal. By eliminating many of the pressures of finance which accompany a more individualistic way of life, the common life facilitates the development of that freedom from possessiveness which is essential if one is to live life fully and enjoy properly the things which life provides. This is not to suggest that there exists some automatic relation between observing the requirements of a communal life and achieving a proper interac-tion with material things. Many are the religious who faithfully observe every detail of their communal obligations but who never attain a spirit of freedom from worry and possessiveness about "things," who never come to realize that "freedomrs just another word for nothing left to lose." Many are the religious for whom the life of communal sharing represents deprivation, rather than a door to fuller experience. Nor should one deduce from this approach to pover-ty that there is no sacrifice or renunciation involved in the life of communal sharing. Within most people there is something of the Lucifer who would rather be master in hell than serve in heaven. The desire to possess, to make certain things one's own, is a strong drive, and is controlled only with con-siderable effort and denial. But the point remains: the goal of the vow of pover-ty is not a renunciation of all pleasure, but the purification of one's ability to experience and enjoy God's world. Summary and Conclusion In summary, the three vows reflect three aspects of a central spiritual goal: to experience fully human life without seeking to "possess" its joys. While vowing to observe particular sets of obligations, the religious pledges as well the intention to lead a life characterized by freedom from possessiveness--to attempt a life in which the joys of intimate relationships with people, ap-preciative interaction with things, and genuine rejoicing in successful endeavors do not deteriorate into a jealous demand for attention and affection, into a constant search for things to own, into an idolatrous quest for prestige. These are the ideals of religious life. And, to this writer, the extent to which religious have been successful in realizing these ideals is impressive: Even in times when the spirituality was quite different from that articulated in this article, the writer met many religious men and women who exhibited that joy in life which follows upon a non-possessive stance. Loving and caring in their relationships; appreciative and sensitive to the simplest of pleasures; ready to respond to the challenge with a spirit which so often spelled victory--these describe well the lives Of Non-possessiveness and the Religious l/ows / 231 countless religious men and women. It would seem, then, to this writer, that religious life works. His judgment is favorable because he realizes how power-ful is the possessive tendency within the human spirit, and what a marvelous thing it is to see it mastered. His judgment is favorable because he realizes how difficult it is to learn that "obvious" truth about human life: that "you can't take 'it' with you." The Modern Religious Community and Its Government Sister Mary A lice Butts Sister Mary Alice of the Congregation of Notre Dame of Montreal is a member of the Department of Political Science of St. Francis Xavier University, Sydney Campus; her address is: Holy Angels Convent; P.O. Box 1384; Sydney, Nova Scotia BIP 6K3; Canada. The study of political philosophy involves, for anyone who takes on the exer-cise, a study of the term "community." In the process of such a study, it is not difficult to find some similarities between "community" as it relates to the political scene and the same word as it is used to designate particular religious groups. In the following pages I shall attempt to draw some lessons from political philosophy and then apply those lessons to the community life of religious. I want, first of all, to examine the senses in which the word "community" is used. Then I shall try to apply these findings to "religious communit.y" and specifically to the modern religious community. Finally, I shall look at a few aspects of the methods of governing a modern religious community. Community in Political Thought From the very dawn of the writings of political philosophy, there was a recognition of the fact that ~ human is created as a social being, that he or she can live a complete life only in association with other human beings. Aristotle and the Greeks in general taught that human life could be lived most fully in a small community where every citizen knew every other and each played his part "in ruling and being ruled." All through the history of political theory we recognize the inevitable conflict which must arise between the individual, on the one hand, and the group on the other. Even in philosophy itself, we speak of the whole as composed of heterogeneous parts. The smallest organisms contain 232 The Modern Religious Community and Its Government / 233 cells which strain to go off on their own and we need never be surprised if clusters of human beings living in communities will be less compact, since they are larger and looser. St. Thomas Aquinas and Medieval philosophers in general addressed themselves to the problem of the whole and the parts; that is, to the realization that individual members of any community may be for greater integration or for greater separateness simply because of their individual temperaments. The ones who are for greater integration seek security first; those for greater separateness may be simply moved by a spirit of adventure. For others, the side they choose may depend partly on the theory they hold regarding the nature of the group itself. These ask the question: Is the community a means of supplementing what the individual can do for himself or is it an organic body with a life of its own, in some sense beyond the life of the individual member? This is the question which is posed for the students of political theory. Just to illustrate how one pursues this problem, let us consider a few lines from a text in political thought describing the te~ichings of nineteenth century liberal theorists. The text reads: In the language of Emmanuel Kant, a community is a "Kingdom of Ends." A political problem . . . is a problem in human relations, to be solved with a mutual recognition of rights and obligations, with self-restraint on both sides. Within such a relationship, issues and disagreements will evidently be perennial. ¯. The liberal presumption is that their solution can be found by discussion, by interchange of proposals, adjustment, compromise, always on the assumption that both sides recognize rights and perform obligations in good faith. And the institutions of such a community are thought of as primarily providing the means by which discussion can end in a meeting of minds that reduces coercion to an unavoidable'minimum. They exert authority, but it is a kind of loose-fitting authority which is only rarely burdensome and on the whole is largely self-applied by the people concerned? Religious Community Is More than Political Co~mmunity The above
Issue 32.2 of the Review for Religious, 1973. ; Review ]or Religious is edited by faculty members of the School of Divinity of St. Louis University, the editorial offices being located at 612 Humboldt Building; 539 North Grand Boulevard; St. Louis, Missouri 63103. It is owned by the Missouri Province Educational Institute; St. Louis, Missouri. Published bimonthly and copy-right (~) 1973 by Review ]or Religious. Composed, printed, and manufactured in U.S.A. Second class postage paid at St. Louis, Missouri. Single copies: $1.25. Sub-scription U.S.A. and Canada: $6.00 a year; $11.00 for two years; other countries, $7.00 a year, $13.00 for two years. Orders should indicate whether they are for new or renewal subscriptions and should" be accompanied by check or money order payable to Review ]or Religious in U.S.A. currency only. Pay no money to persons claiming to represent Review ]or Religious. Change of address requests should include former address. R. F. Smith, S.J. Everett A. Diederich, S.J. Joseph F. Gallen, S.J. Editor Associate Editor Questions and Answers Editor March 1973 Volume 32 Number 2 Renewals, new subscriptions, and changes of address should be sent to Review for Religious; P.O. Box 6070; Duluth, Minnesota 55802. Correspondence with the editor and the associate editor together with manuscripts, books for review, and materials for "Subject Bibliography for Religious" should be sent to Review for Religious; 612 Humboldt Building; 539 North Grand Boulevard; St. Louis, Missouri 63103. Questions for answering should be sent to Joseph F. Gallen, S.J.; St. Joseph's Church; 321 Willings Alley; Philadelphia, Pennsylvania 19106. Religious and Social. Security William Quinn, F.S. . Brother William Quinn,F.S.C., is the Assistant to the President of the Conference of Major Superiors of Men of the USA; Suite 114; 1330 New Hampshire Avenue, N.W.; Washington, D.C. 20036. For some years the Internal Re~)enue Service of the U.S. Government has recognized that religious with the vow of poverty require a specific treatment under the law. In virtue of their vow of poverty, religious have no income in the sense in which this word is used by Internal Revenue Service. What-ever salary they might earn is in reality earned as an agent of their order, not for themselves personally. Because of this, religious have been exempt from the federal income tax; when the Social Security System was begun in 1936, .religious were excluded for the same reason: They had no income upon which to base the Social Security tax and which would serve to determine the level of benefits upon retirement or disability. In 1967 the House of Representatives of the U.S. Congress passed legislation extending Social Security coverage to members of religious orders under a vow of poverty. However, when the matter was considered in the Senate, representatives of religious orders requested time for further study of the effects of coverage. The provision was not included in the Senate: passed bill which went to conference, and th~ conference agreed to post-pone the matter pending study of the orders. The status of religious under Social Security was not changed in the Social Security Amendments of 1967. The 1972 Provisions The provision for extending coverage to members of religious orders that is contained in the 1972 Amendments to the Social Security Act is based upon recommendations submitted to the Congress by a joint Social Security study committee, established by the two conferences of religious superiors in the U.S., LCWR and CMSM. 210 / Review for Religious, Volume 32, 1973/2 On October 30, 1972, President Nixon signed into law the Bill, H.R. 1, entitled Social Security Amendments of 1972; this Bill is now known as P.L. 92.603. The Bill provided many modifications in the existing Social Security legislation, but Section 123 is of particular interest to religious since its heading is: Coverage for Vow-of-poverty Members of Religious Orders. Religious orders are given the option of electing coverage under Social Security for their members under a series of rather well-defined conditions. The option is open-ended, that is, there is no time limit for when this option must be exercised, but it is irrevocable once it has been made. It will then be binding upon all present and all future members of the order. This new legislation recognizes the special situation of religious with the vow of poverty by creating for the purpose of Social Security coverage a unique definition of "wages": "The term 'wages' shall include the fair market value of any board, lodging, clothing, and other perquisites furnished to such member." Two things might be remarked about this definition: First, it is in no way related to the salary a particular religious might be receiving, and second, every religious in the order has an assignable "wage." The services performed by the religious might actually be carried out in an institution such as a school or hospital, but for the purposes of this Bill these services are deemed to be performed by the religious as an employee of the religious order. The obligation of paying the Social Security taxes members of the order falls upon the order, and not the particular institution for which the religious might be working. The effect of this legislation is to allow religious orders (or an autono-mous subdivision, such as a province or an independent monastery) the option of entering the Social Security system. The rates of taxation, the conditions for claiming disability, and the requirements for old-age benefits are the same for religious as all other participants in the Social Security pro-gram. A retroactive feature is built into the legislation, to allow the order to make the effective date of coverage any time'up to five years previous to the date of election of coverage. The order must pay the accumulated back taxes for all of its members, starting with the chosen effective date, but in so doing a number of older religious Will qualify immediately for old-age and Medicare benefits. The answers to specific questions about eligibility, tax rates, and bene-fits must be found in publicatigns of the Social Security Administration, or by consulting local offices of the Administration. These questions and answers are part of the daily routine of these offices and should not present any great difficulty. Special Questions Some questions, however, do pertain directly to religious, and some of these present rather difficult technical considerations. Examples of these Religious and Social Security might be: What is an autonomous subdivision of an order; are alien mem-bers of the order living in the United States covered; what about U.S.A. citizens, living and working in a foreign country; when is a religious retired? It is relatively easy to know when a lay worker in a business enterprise is retired. The case of one who stops working and who is no longer paid a salary is rather obvious, but even with the layman there may be some diffi-culty in establishing the fact of retirement. This would occur, for example, in the case of a self-employed person who would substantially reduce the time devoted to employment. In the case of a religious, where the "wage" is calculated on the basis of room and board and other perquisites furnished to him by the order, the question as to when the religious is to be considered as retired becomes more difficult. Retirement, for a religious under Social Security, is defined in the new legislation as the situation in which the religious no longer performs the duties usually required (and to the extent usually required) of an active member of the order. In spelling out the interpretation of this definition for the benefit of the religious superiors who will have to make the certification of retirement, the Social Security Administration calls attention to two con-siderations: a comparison of the nature of the work being performed before retirement with that performed after, and the amount of time devoted to this service. Should a sister, for example, be assigned to the motherhouse after fifty years of teaching and there devote herself to monitoring the phone, it is clear that she has retired. The case is more difficult, say, for a con-templative sister who gradually grows more feeble with age and who is not able to keep up the pace of former years. She is considered to be retired, for Social Security purposes, when the religious superior certifies that she is no longer able to perform the services required of active members. A Typical Illustration The operation of the new Social Security legislation could perhaps best be appreciated by considering a particular case as a typical illustration of how the law would work out in practice. Suppose, for example, that Brother John Doe, born in 1917, has taken a vow of poverty as a member of a re-ligious order. Suppose further thai the prov.ince of his order elects to partici-pate in Social Security by filing the appropriate Certificate of Election, with an effective date of January 1, 1973. The tables of eligibility for retirement benefits and for hospital insurance (Medicare) indicate that 31 quarters of coverage are needed in order to be fully insured; this means that Brother John Doe must have paid Social Security taxes on his "wages" for 31 quarters, at least, in order to be fully insured. An important parameter in the discussion is the amount of "wages" on which Brother John Doe pays the tax. This is an amount arrived at by the religious superior of his province as a result of considering the fair market 212 / Review ]or Religious, Volume 32, 1973/2 value of the board, lodging, clothing, and other perquisites furnished mem-bers of the province. Suppose for the sake of our illustration that this figure is $2,500 per year. The province, beginning in 1973, must pay a Social Se-curity tax for Brother John Doe at a rate of 11.7%, or $292.50 per year. The tax rate will remain at 11.7% until 1978, when it will increase to 12.1%. This rate will continue through 1980; from 1981-85 it will be 12.3%; 1986-1997 it will be 12.5%. This tax must be paid until Brother John Doe becomes disabled or until he retires. Brother John Doe will reach the age of 65 in 1982. At this time he may apply for old-age benefits. By 1982 he will have earned 36 quarters of coverage, and he will therefore be qualified for both retirement and Medi-care benefits. The amount of Brother's retirement benefits are calculated on the basis of his average "wage" over a period of 26 years (this number is given in a Social Security table, depending on date of birth and whether the person is a man or woman). In Brother John Doe's case his total earnings are 9 × $2,500 or $22,500; this divided by 26 gives his average yearly earn-ings as $865, or $72 a month. The Social Security Administration table of benefits indicates that Brother John Doe qualifies for the minimum benefit of $84.50 per month, or $1,014 per year. American Experience of Mortality Tables show that, on the average, men who reach age 65 will live another 15 years. Applying this figure to Brother John Doe gives his total old-age benefits as $15,210. Medicare Provisions After reaching 65, Brother John Doe automatically qualifies for Medi-care, Part A, the hospital insurance part of the health insurance program. This provides payment for services received as a bed patient in a hospital, or in an extended care facility, or at home as a patient up to 90 "hospital days" or 100 "extended care days" or 100 "homeohealth visits." The details of these benefits are spelled out in Your Medicare Handbook published by the Social Security Administration. After reaching age 65, Brother John Doe may elect to participate in Part B of Medicare which is a medical insurance program that helps pay for doctors' services, medical services and supplies, and other health care services. The cost of this insurance is reevaluated by the Government an-nually, but was $5.60 per month for the period July 1971-July 1972. Again, the details of this insurance program are contained in the same Handbook referred to above. Brother John Doe may continue to work after reaching age 65; should he do so, he will continue to pay Social Security on his wages. Further, the first $2,100 of his wages do not influence the old-age retirement benefits he receives, but the $400 beyond $2,100 (recall that our example set Brother John Doe's wages at $2,500) reduces his benefits by a proportion of one dollar for each two dollars earned over $2,100, or, in our example, by Religious and Social Security $200. Upon retirement, Brother John Doe would receive the full amount of his retirement benefit and would no longer pay the Social Security tax. Upon his death, a cash benefit of $251 is paid the beneficiary of Brother John Doe. However, for Social Security purposes Brother John Doe has no dependent survivors; after the deathbenefit is paid, no further benefits are paid on Brother John Doe's account. The Question Facing Each Religious Order Each religious order is now faced with a rather complex question-- what would be the economic consequence of exercising the option of joining the Social Security system. The order becomes liable to the Social Security tax on all its present members add all future members; it also gradually qualifies its members through quar.ters of coverage for the benefits of the Social Security program, chiefly disability, retirement, and Medicare. The order must make a careful evaluation of its age profile, its wage level, and its health and mortality experience.', to arrive at a prudent judgment as to lhe advisability of joining the Social Security program. The retroactive feature of P.IS. 92.605, Section 123, requires special consideration. This will allow religious who have recently retired, or those who will retire in the next several years, to qualify for full coverage, but the price that must be paid is the back Social Security tax for all members of the order who were active at the effective retroactive date. This date may be any number of quarters up to '~a maximum of 20 prior to the date of election of coverage. The effect of not choosing the retroactive feature is that some of the present older religious will not qualify for Social Security benefits, nor will they be eligible for Part A of Medicare after reaching age 65. Detailed information on Social Security matters is contained in the .publications listed below. Also, more specific reference to Social Security as it affects religious with a vow of poverty is given in the series of questions and answers that follow. Critical Social Security Questions Question 1. For purposes of the law relating to the Social Security coverage of religious (P.L. 92.603), what are considered wages? Answer. Wages for the purpose of this law shall include the fair market value of any board, lodging, clothing, and other perquisites furnished to a member by the order or autonomous subdivision thereof or by any other person or organization pursuant to an agreement with the order or subdivi-vision. Question 2. Does the law provide for a minimum or maximum amount for evaluated maintenance? Answer. The legislation specifically provides that the evaluated mainte-nance shall not be less than $100 per month. The maximum of course 214 / Review [or Religious, Volume 32, 1973/2 would be $10,800 under the 1972 amendments. The committee reports emphasize that the evaluation shall be on a reasonable basis. There is no indication that cost accounting principles must be applied. The committee reports also emphasize the understanding that there will be one established or evaluated wage for all of the members of the order regardless of the position which they occupy. Question 3. Are religious subject to both Social Security and income taxes? Answer. This law does not affect the vow of poverty but rather confirms it. Therefore, there would be no income tax liability on evaluated board and lodging. The Social Security taxes imposed on wages are limited by the law to orders which waive their tax exempt status for the limited purpose of Social Security coverage. Question 4. Will the religious be required to file any income tax forms? Answer. No, this law is not based on the self-employment concept as in ~the case of ministers. The only form filed is that which is required of tile employer; that is, the order or a subdivision thereof. Question 5. Who determines the level of income for a particular religious order or autonomous subdivision thereof? Answer. This is determined by the religious super:,or, based on a study of the actual situation existing with the members of the order or subdivi-sion thereof. Question 6. The order or subdivision thereof decides whether or not to come into the Social Security System; how is this decision made? Answer. The law does not specify how the decision is to be made. The provincial may get to~ether with the council and make the decision. Alterna-tively, the entire membership might be polled on the question. Question 7. If the order elects to come under Social Security, is this election irrevocable? Answer. Yes. Question 8. How many quarters of coverage are necessary in order to be fully insured under Social Security? Answer. Ultimately, the answer depends on the date of birth of the person being considered. It is necessary to go to a table supplied by the Social Security Administration to find the answer to this question. It should be observed here that, depending on the age of the individual, it may not be necessary to have as many quarters of coverage to secure Medicare coverage. This too depends on Social Security Administration tables. Question 9. Is it economically advantageous for a religious order to participate in Social Security? Answer. It is difficult to give a generalized answer to this question. It must be determined for each individual order. Three of the most signifi-cant factors are: the level of wages of the members of the order, the age distribution of the members of th+ order, and the benefits which would be Religious and Social Security / :215 receivable, that is, old age and survivors benefits, Medicare coverage and disability insurance and death benefits. Question 10. What retirement benefits are paid to a retired religious who has been fully insured under Social Security? Answer. This depends on the level of "income" on which the religious paid Social Security taxes during the years he was acquiring the necessary number of quarters of coverage; however, there is a minimum benefit paid to everyone who has the requisite number of quarters. At present this minimum is $84.50 per month or $1,014 per annum. Question 11. What is the situation with respect to a religious who pays Social Security taxes for ten years and then leaves the order? Answer. The credits a religious earns toward Social Security coverage belong to him/her as an individual; should the religious leave the order he takes the earned eligibility with him into secular life. Question 12. A religious man with sufficient quarters of coverage to be fully insured reaches age 65 but continues to work; that is, he is not retired in the technical sense of the term. What is his status under Social Security? Answer. Upon reaching the age of 65 the religious who has earned the required quarters of coverage may apply for Social Security benefits and he would be entitled to the same. If he continues to work, that is, he is not retired, the order must pay the Social Security taxes on his wages even though he is receiving old age benefits. If his wages are $2,100 or less, there would be no reduction of his old age benefits. If, on the other hand, they are in excess of $2,100 there would be a reduction of one dollar for every two dollars in excess of $2,100. The above answer would apply to a member of a religious order of women with the exception that she would be eligible for Social Security at the age of 62. Her benefits, however, would be somewhat reduced. Under the 1972 amendment a man may likewise be retired at 62 but his benefits would be reduced. Question 13. Is there any significant difference in the Social Security law as it applies to men or to women? Answer. The age at which women may receive benefits, and is the nor-mal retirement age for women, is 62, whereas it is 65 for men; however, men may retire at 62 and receive i'educed benefits. The required quarters of coverage to be fully insured differs for men and for women. The exact details should be checked with table~ supplied by the Social Security Administration. Question 14. Is there any time limit in which to elect coverage? Answer. No, an election may be made at. any time the order so desires. Question 15. Is there any time limit for electing retroactive coverage? Answer. No; however, if. the order defers the election of retroactive coverage for a significant amount of time it will be more costly when the order does elect to come in on a retroactive basis. The rate for the retro-active purchase of coverage is determined by, existing tax rates during the :216 / Review ]or Religious, Volume 32, 1973/2 five year period. For example, if an order elected five years retroactive cov-erage in December the tax rate for 1967 and 1968 would be 8.80%; for 1969 and 1970 it would be 9.60 and for 1971 and 1972 it would be 10.40. In 1973 the rate will be 11.70 and by 1978 it will rise to 12.10. In addi-tion to the increased costs it is possible that some religious will not be covered if the retroactive buy-in is deferred for a substantial period of time. Some members, for example, may retire and, consequently, will not be cov-ered in the retroactive purchase. Question 16. Must one elect for a retroactive period of five years or may one elect for a lesser number of years? Answer. The order may elect to "buy in" for any number of years it wishes, the maximum being five. Question 17. If a religious is active during the retroactive period and alive at the time of election but no longer a member of the order should he be counted in determining retroactive coverage? Answer. Yes. Question 18. When must the order pay for the retroactive coverage? Answer. By the end of the quarter in which the election is made. This payment must be made in a lump sum; there is no provision for an install-ment buy-in. Question 19. May an order elect coverage before the forms and regula-tions are finalized? Answer. Yes; notification of election of coverage may be sent to your district Social Security office. Question 20. When should a religious secure a Social Security number? Answer. As soon as possible. It is not necessary to have Social Security coverage in order to acquire a number. Acquisition of a number might speed receipt of benefits when an election is finally made. Question 21. If a religious subject to a vow of poverty performs ser-vices not required by the order but merely with the approval of his or her superior may he or she receive the benefit of this law? Answer. No, the services performed must be at the requirement of the religious order or subdivision thereof. Question 22. If a religious receives board and lodging from another organization (parish) how shall the wages be determined for Social Se-curity purposes? Answer. The tlat rate which is adopted for all religious shall prevail. Question 23. How much would it cost to buy in retroactively for a five year period at an evaluated wage of $100 per month? Answer. It would cost $612 per member who was active during the five year period and alive at the time of election. Some Available Literature 1. Social Security Handbook (SSI 135). This is available from the Religious and Social Security / 217 Superintendent of Documents and provides o]~erall ~nformatlon but nothing more recently than 1969. It will be 3 to 6 rrionths, before anything like its counterpart will be brought out. The volume c~sts $2.25. 2. Your Medicare Handbook (DHEW ,Publication; SSA 72-10050). This is available from the Superintendent of Documents at 35 cents in bulk rate, free for a few copies. The Handbook is available to anyone entitled to Medicare. 3. Your Social Security (DHEW SSA 72-10035). This provides gen-eral information and is available free from the Superintendent of Documents. 4. If You Become Disabled (SSA 73-10029). Available free even in bulk. 5. Your Social Security Earnings Recordi (DHEW 73-10044). Avail-able from the Superintendent of Documents. 6. How Medicare Helps You When You Go to the Hospital (DHEW 72-10039). This may be free in bulk. 7. Estimating Your Social Security Retirement Check (SSI 47). Avail-able free. Theological Reflections on the Ordination of Women Committee on Pastoral Research and Practices The Committee on Pastoral Research and Practices is a committee of the' National Conference of Catholic Bishops. Foreword This report prepared by the Committee on Pastoral Research and Practices has been approved for publication by the Administrative Committee of the National Conference of Catholic Bishops. The report is not definitive. It deals only with the question of ordination to diaconate and priesthood, leaving aside the question of installation of women in ministries of lector and acolyte. It is a contribution to the con-tinuing dialogue on a subject of great importance. Its purpose is to encour-age further study and discussion while making honest efforts to identify the major questions which must be examined in depth before conclusive answers can be given. We are conscious of the deep love for the Church which underlies the growing interest of many women in the possibility of ordination. Our own appreciation of their indispensable contribution to the life of the Church underlies this effort at honest dialogue. Other churches are also engaged in a study of this question. While their reflections have been helpful to us, we hope ours may be helpful to them. Theological Reflections on the Ordination ot Women The question of ordaining women is an old one in the Church, but it has not yet been thoroughly researched for Catholic theology. There is no explicit authoritative teaching concerning the ordination of women that settles the question. The topic should be given exhaustive study. The theological reasons for and against the ordination of women need to be developed in careful and 218 The Ordination of Women / 219 objective fashion. A thorough study is required not because of sociological trends, but because of developments in the Church within the past decade. The encyclical Pacem in terris (no. 41) in 1963 listed the emancipation of women as a positive development of modern times. The Pastoral Constitution on the Church in the Modern World (nos. 9, 29) in 1965 rejected any discrimination based on sex. The admission of women as auditors to the last two sessions of Vatican II (1964-65), the proclamation of St. Theresa of Avila as Doctor of the Church (1970), the discussions on this subject in the Third Synod of Bishops (1971)--these trace a considerable recent development concerning woman's role in the Church. The revelation given in Galatians 3:28 shows the equality before God of every Christian: "There does not exist among you Jew or Greek, slave or freeman, male or female. All are one in Christ Jesus." In the Church then there is no distinction of persons: Discriminatory lines have been erased by Christ. In the Church there can be no discrimination. The basic text and basic teaching, however, do not mean that there are not different ministries in the Church, or that one ministry is to be pre-ferred over another--as the same St. Paul taught in 1 Cor 12:4-14: 1. In spite of this doctrine of the equality of all in Christ, no woman has ever been pope, bishop, or priest. At the present time it cannot be proven or disproven that women were ever ordained deacons. It is Church law (Canon 968) that women are not eligible for orders. Several scriptural and theological justifications have been proposed to explain why women are not eligible for ordination. They are here listed-- in a general order of increasing importance--with some brief comments. 1. In the Old Testament, authentic priesthood was limited to males. The Aaronic priesthood and the levitical service (a service somewhat analogous to the diaconate) were similarly limited to males (cf. Exodus 28, Leviticus 8). This was in keeping with the strongly patriarchal Hebrew society. Be-cause we accept the law as invested with divine authority, we accept this limitation of Old Testament priesthood to men of one family within one tribe of Israel as expressing God's will-for the Old Testament. The exclusion of most males and of all females was then also God's will. This entire presen-tation, however, seemingly has no direct bearing on the issue at hand. We of the New Testament are studying the will of God concerning the New Testa-ment priesthood of Jesus Christ. 2. In the New Testament there is mention of a woman who was called "deaconess" (Rom 16:1) and of other women serving as deacons (1 Tim 3:11). Similarly in the early centuries of the Church, and especially in the East, there were deaconesses. Unfortunately no clear conclusions can be drawn from this information. There is no way at present to determine whether these women were called by this title in a formal or an informal way, whether the women in scripture were wives of deacons .who aided their deacon hus-bands, whether they were ordained, whether any ordination they received 220 / Review for Religious, Volume 32, 1973/2 was sacramental, etc. The uncertainty of Scripture scholars concerning an "order" of deaconess is illustrated in the Jerome Biblical Commentary, 53: 136; 57: 21. A similar uncertainty seemingly exists concerning the deaconess in the early Oriental Church. This deaconess tradition is helpful in approach-ing the present question. However, we must beware of constructing a case for or against the sacramental ordination of women on such fragmentary and indefinite information. 3. Saint Paul repeatedly directed that women hold to a subordinate posi-tion in the Church, keep silence in the Church, keep their heads covered, tend the home and family, etc. (cf. 1 Cor 11:2-16; 14:33-36; Eph 5:22-24; Col 3: 18; Titus 2:5; cf. 1 Pet 3: 1-7). There seems to be little question but these texts are of Pauline authority alone. The developments of the past decade in the Church listed in this letter, and the authorized functioning of women as lectors and commentators, further demonstrate that these Pauline texts should not be cited as arguing against the ordination of women. 4. The New Testament doctrine on "headship" as reflected in the order of creation is given to justify the leadership of men and the subordination of women in the Church (cf. 1 Cor 11:3-12; 1 Tim 2:8-15). This same reasoning is advanced to explain the ordination to the priesthood of men but not of women. This doctrine of the dependence of woman on man is seem-ingly the teaching of Genesis (cf. JCB 2:18) as well as of Saint Paul (cf. supra). However, much further study is needed before conclusions can be drawn. 5. The incarnation is given as a reason for the ordination of men only. The word of God took on flesh and was made man--as a male. This then was the divine plan. It is stated that this divine plan is expressed in the person of Christ (cf. Decree on the Ministry and Li]e o[ Priests, no. 2). It is argued that a male priest is required to act in the person of the male Christ. 6. The selectivity of Christ and of the early Church presents another ap-proach. It is known that Jesus did not hesitate to contravene the law and sociological customs of his time. Yet Jesus selected only men as his apostles and disciples. Further, the replacement for Judas was to be specifically one of male sex (Acts, 1:21 in the Greek), even though women who fulfilled the other conditions were present and available. Similarly the seven assistants to the apostles (Acts 6:3) were all men, even though the work was to be that of serving widows. This limitation to men, it is argued, goes beyond socio-logical conditions of that day and points to a divine choice. 7. Revelation is made known to us from tradition as well as from Sacred Scripture (cf. Constitution on Divine Revelation, nos. 8-10). It is then necessary for theology in this question to look to the life and practice of the Spirit-guided Church. The constant practice and tradition of the Catholic Church has excluded women from the episcopal and priestly office. The-ologians and canonists have been unanimous until modern times in con- The Ordination of Women / 221 sidering this exclusion as absolute and of divine origin. Until recent times no theologian or canonist seemingly has judged this to be only of ecclesiasti-cal law. It would be pointless to list the many authorities and the theological note that each assigns to this teaching. However, the constant tradition and practice of the Catholic Church against the ordination of women, interpreted (whenever interpreted) as of divine law, is of such a nature as to constitute a clear teaching of the ordinary magisterium of the Church. Though not formally defined, this is Catholic doctrine. These seven approaches have been used to document the exclusion from ordination of women. From them we attempt to draw six somewhat tentative conclusions: 1. Reasons no. 5 and no. 6 call for considerable further study in order to measure their validity. 2. Reason no. 7 is of ponderous theological import. Its force will not be appreciated by those who look for revelation and theology in Scripture alone, and who do not appreciate tradition as a source of theology. Because of rea-son no. 7 a negative answer to the possible ordination of women is indicated. The well-founded present discipline will continue to have and to hold the entire field unless and until a contrary theological development takes place, leading ultimately to a clarifying statement from the magisterium. 3. This question is extraordinarily complex. It is influenced by the indi-vidual's point of departure, viewpoint, and choice of terminology. Even in this study some helpful distinctions have not been spelled out for the sake of brevity. It would seem that neither Scriptural exegesis nor theology alone can give a clear answer to this question. The ultimate answer must come from the magisterium, and the current question is whether the magisterium (as reason no. 7 explains) has already given a definite and final answer. And at this level of doubt, only the magisterium itself can give" ultimate clarification. 4. It is possible to draw distinctions between the diaconate and the epis-copal- priestly order, and within the diaconate itself. Assuming that the diaconate is of ecclesial and not divine, institution, and that it can be sep-arated from the sacrament of orders, it would seem possible that special study be given to the possibility of a diaconate of service, non-sacramental and non-liturgical, which would be conferred on women. It has been noted that Pseudo-Denys in the 5th century made such a distinction within the diaconate. 5. Some contemporary writings on this subject approach priestly ordina-tion as "power" rather than service, and speak of a "right to ordination." Such views appear to overlook the clear doctrine that priestly ministry is service to the People of God, that no Christian has any right to ordination, and that it involves the mystery of God's free election. One who is not an ordained priest is not thereby, a lesser Christian, a lesser minister, or a victim of discrimination. In the Church there are many ministries, but all Christians do not have all charisms, and the hearts of all should be set on the greater 222 / Review ]or Religious, l/olume 32, 1973/2 gifts of God's love (1 Cor 12:4-13:3). Further, all Christians share in the common priesthood of the faithful (cf. Constitution on the Church, no. 10); from among these some are chosen by God to minister to the others by priestly service. In such a context should this question be presented. 6. Beyond the question of theological possibility is the further considera-tion o~ what is pastorally prudent. For the present, however, we can see from theology only a continuation of the established discipline. Considering the strength of that discipline and the numerous uncertainties detailed in this paper, the needed study on this question is now just beginning. As is evident, every one of the points listed in this report calls for a major study. The German theologian Ida Friederike Gorres reminds us that it is God's will and plan that must be determinant in this question: The Catholic priesthood is a unique phenomenon, springing solely from the faith, the doctrine, the history, the growing self-consciousness of the Church: not from the religious needs of the Catholic people, certainly not from any principles or theories concerning the rights of men and women, nor yet from the necessity of particular functions which could be assigned at will to various persons. The one and only exemplar of the Catholic priest is the living person of Jesus Christ, in his relationship to the Church: in the mystery of the one, perfect, indissoluble life he leads, with her (Catholic Transcript, Dec. 17, 1965). Pluralism in the Works of Karl Rahner with Applications to Religious Life Philip S. Keane, S.S. Philip S. Keane, S.S., is the Vice Rector of St. Patrick's Seminary; 320 Middlefield Road; Menlo Park, California 94025. As a working theologian moves from place to place, he finds himself being asked questions on a wide variety of subjects and his interests tend naturally to move towards those questions which he is asked over and over again. In the past twelve to eighteen months there is no question which I have been asked about more frequently than the theological meaning of pluralism. The question has come from virtually all segments of the Christian community, but it has been asked with special urgency by the members of religious communities, with at least one religious community having enough concern about the issue that it has called for a serious study of pluralism in its newly adopted constitutions.1 Pluralism a Perennial P~oblem In a certain sense I have found the repeated questions about pluralism amusing. My amusement has come from the fact that my questioners (sisters in particular) so often seem to be presupposing that pluralism is a brand new issue, perhaps even a .brand new toy, which theologians have just lately discovered. Some of the questioners seem very excited about this new issue as if it will solve all their community living problems while others are quite frightened by it, but they all seem to have the idea that pluralism is a totally new problem. This I find amusing inasmuch as pluralism is a perennial problem which theologians have .wrestled with for centuries; it is hardly a new issue. Many of today's older theologians such as Karl Rahner aConstitutions o] the Sisters o] St. Joseph o] Carondelet, a Congregation o] Pontifical Right, St. Louis, 1972, p. 29. 223 224 / Review ]or Religious, Volume 32, 1973/2 have been working with pluralism for 30 or 40 years, that is, since before a number of my excited questioners were born. Thus perhaps the first point to be made to those who are either nervously or excitedly asking about theologi-cal pluralism today is that it is anything but a totally new theological concept. Nonetheless, theological plurfilism is a most important issue for the whole Church today and for religious communities in particular. Also, it is an issue which is not well understood especially from the theological view- . point. Hence, the goal of this article will be to aid our understanding of pluralism as a theological reality by presenting the concept of pluralism found in the works of Karl Rahner and by applying this concept to the situation of the religious community today. In the past 10 or 15 years Rahner has written very extensively and incisively on pluralism'-' and his work on the theme should surely be a help to us in forming a workable theological concept of pluralism. Divisions and Presuppositions Our reflections on the theology of pluralism will be divided into five parts: first, pluralism as a basic theological reality; second, the unique character of pluralism today; third, some consequences of today's pluralism for the Church as a whole; fourth, pluralism and the oneness of our faith; and finally the implications of pluralism for religious community life. The first four parts will gather and coherently organize Rahner's ideas on plural-ism. The final section will move beyond what Rahner says explicitly, but it will seek to be faithful to his views on pluralism. An important note before beginning the explanation of Rahner's writings on pluralism is that, as with any Rahnerian topic, the vastness and.depth of Rahner's total theological synthesis are such as to render the treatment of a particular Rahnerian theme such as pluralism somewhat difficult without at least some grasp of the whole of Rahner. In our particular case, for example, Rahner's metaphysics of human knowing as bipolar (explicit and implicit), his concept of God as indescribable mystery, his explanation of Christianity as an openness to all that is genuinely human, and his concept of man as ~Rahner's major articles on pluralism include "The Theological Concept of Con-cupiscentia," Theological Investigations (hereinafter T1) [8 volumes 1961-71; vs. 1-6, Baltimore: Helicon; vs. 7-8, New York: Herder and Herder], v. 1, pp. 347-82; "The Man of Today and Religion," TI 6, pp. 3-20; "A Small Question Regarding the Contemporary Pluralism in the Intellectual Situation of Catholics and the Church," ibid., pp. 21-30; "Reflections on Dialogue within a Pluralistic Society," ibid., pp. 31-42; "Philosophy and Philosophizing in Theology," Theology Digest, Sesquicentennial issue, 1968, pp. 17-29; "Philosophy and Theology," Sacramentum Mundi (New York: Herder and Herder, 1968-70), v. 5, pp. 20-4; "Theological Reflections on the Prob-lem of Secularization," Theology o] Renewal (New York: Herder and Herder, 1968), v. 1, pp. 167-92; "Pluralism in Theology and the Oneness of the Church's Profession of Faith," Concilium, v. 46 (1969), pp. 103-23; and "Glaube des Christen und Lehre der Kirche," Stimmen der Zeit, July 1972, pp. 3-19. Pluralism in Rahner / 225 a future-oriented being whose most fundamental virtue is hope are all themes which form a substratum for his theology of pluralism? These themes will be given brief explanations as needed and the reader less familiar with Rahner is advised to consider them carefully when they occur. Pluralism as a Basic Theological Reality First of all then, what is the basic theological meaning of pluralism? Rahner began to develop his thinking on this matter in his well known 1941 article on concupiscence.4 Therein while discussing Heidegger's distinction between human person and human nature, Rahner makes the point that the human person, the source of human freedom and human longing for God, can never fully dispose of himself in a single action. Instead, man's person finds himself limited by man's nature as a material or incarnate spirit. Man cannot make a total act of movement towards God, an act which is uni-formly effective in all the aspects of human nature. For man's person which freely seeks God lives in an insuperable tension with his nature which limits his ability to move towards God. Some years later (1959) Rahner explained this kind of thinking further in another context when writing about the mystery of God) Here the point is that the mystery of God so totally tran-scends human knowledge that no concrete human experience or human expression can ever fully encapsulate the mystery of God. This mystery which is at the very root of man's being constantly eludes man's efforts to grasp or formulate it. At the level of concrete human knowing man does not have a total understanding of God. Rather man in his materiality and there-fore in his limitation has only partial knowledge of the mystery of God. The more he learns about God the more there is to learn, for God will always be the mystery who exceeds the depths of our understanding.~ Our life then is a day by day effort to see, follow, and love God more clearly, nearly, and dearly as the popular song from Godspell puts it. All this of course is no new insight. St. Paul said the same thing centuries ago: "Oh, :~Good background reading on these themes includes "Dogmatic Reflections on the Knowledge and Self-Consciousness of Christ," TI 5, pp. 199-201; "The Concept of Mystery in Catholic Theology," TI 4, pp. 36-73; "Anonymous Christians," TI 6, pp. 390-8; "On the Theology of the Incarnation," T) 4, pp. 105-20; and "The Theology of Hope," Theology Digest, Sesquicentennial issue, 1968, pp. 78-87. ¯ ~"The Theologi~:al Concept of Concupiscentia," TI 1, pp. 347-82. For what follows see especially pp. 368-9. In recent articles Rahner has explicitly shown how his present thinking on pluralism is rooted in his early writings on concupiscence; for example, "Theological Reflections on the Problem of Secularization," Theology o] Renewal, v. 1, pp. 187-8. 5"The Concept of Mystery in Catholic Theology," TI 4, pp. 36-73, especially pp. 46-8. 6Rahner pushes this position about God as absolute mystery to its ultimate radicality when he argues that God will still be m. ystery for us in heaven (ibid., pp. 53-60), and that in God all the mysteries of our faith are ultimately one (ibid., pp. 61-73). 226 / Review ]or Religious, Vohtme 32, 1973/2 the depths and the richness of the wisdom of God; how incomprehensible his judgments are, how unsearchable his ways" (Rom 11:33). Unavoidable Pluralism Putting these ideas together, we can see that both man's unlimited desire to choose God in freedom and his ceaseless yearning to know God with his intellect are limited in such a way that in actual fact man only chooses and knows God through a series of particular or partial acts of choice or knowledge. His choice of God comes through a multiplicity of human choices, his knowledge of God comes through a multiplicity of human acts of knowing.; All this leads Rahner to a basic dictum of his religious or theological anthropology, namely, that the inherently limited and seriated character of all human choice and knowledge of God means that all human experi-ence of God has about it a necessary and unavoidable element of multiplicity or pluralism. Since man cannot fully embrace the mystery of God in single actions, he must experience God through many actions. Pluralism thus be-comes a basic or fundamental element of man's relationship to God. Rahner states this in many ways in his works. He states that man is ever subjected to the agony of pluralism,s and even more strongly he calls pluralism a radical or irreducible fact of human existence.'~ Because God made man as a material or embodied spirit, man cannot escape from pluralism, from the fact that he must learn about God, and indeed about all of life bit by bit, part by part. There just is no other way for the human spirit. Any form of mysticism which tries to escape from man's bodiliness and multiplicity is a pseudo-mysticism in the opinion of Rahner?° It is particularly important to note that since Rahner's concept of plural-ism is founded upon man's way of knowing and choosing God, it is a radi-cally theological concept, that is, a concept asserting a basic aspe.ct of man's relationship to God. This is significant today because very often pluralism is bandied about as a sociological or political concept, whereas Rahner's idea of it is much deeper. The trouble with those who limit their concept of pluralism to sociology or political science is that, whether they like pluralism or not, they can very easily look upon it as a fad which will pass away. In :Rahner uses both Scotist approaches (the limitations of our freedom) and Thomist approaches (the limitations of our knowledge) in explaining pluralism theologically. In later years he tends mostly towards knowledge oriented or Thomist examples, perhaps most celebratedly with his concept of "gnoseological concupiscence" ("The-ological Reflections on the Problem of Secularization," Theology o] Renewal, v. 1, p. 187). But both ways are possible for him. Slbid., pp. 190-1. :"'Philosophy and Philosophizing in Theology," Theology Digest, Sesquicentennial issue, 1968, p. 22. 1°Hearers o] the Word (New York: Herder and Herder, 1969), pp. 77-9. Pluralism in Rahner / 227 particular those threatened by pluralism will wait for it to pass if they view it as a fad. But pluralism is not a passing fad. Its basic point is that no two of us ever experience and formulate our approach to God in exactly the same way. We are truly moving towards the "many mansions in our father's house." Ultimately then we must see pluralism as a theological issue. Problems of Pluralism Rahner's language in describing the fundamental phenomenon of pluralism raises some interesting questions. Why does he describe man as "subjected" to pluralism? Why does he call pluralism agonizing? Why did he begin to develop his treatment of it in the context of a theology of con-cupiscence? The answer to all these questions is that in Rahner's view it is man's irreducible pluralism which makes it possible for man to sin. It is precisely man's ability to explicitly grasp only partial goods or values which enables him to sin, to sin by absolutizing one or some of these partial values and thus shutting himself up in the finite,~1 closing himself to the unfathom-able mystery of God. The agony for man is that he experiences or perceives value only in partial and thus plural realizations. His very way o~ being drives him towards the multiple or plural values. The temptation to ab-solutize such values is the temptation to sin. Rahner's whole theology of hope, of man as a being who must be open to the future, a being who must refuse to absolutize the partial values of the present, is, of course, echoed here.l~ These thoughts bring up another problem. Do pluralism's close connec-tions with concupiscence, and hence its status as the occasion which renders sin possible make pluralism a bad or evil thing? Definitely not! This rejection of a condemnation of pluralism is one of the most emphatic rejections in Rahner's entire theological system. His whole reason for beginning to write about man's concupiscent movement after multiple and partial values was to insist that such movement cannot be called fundamentally evil?:' Rahner holds that it was the all good God who made us .as material and pluralistic beings and that, therefore, we must accept ourselves as we are in faith, in hope, and in love. Rahner is determined to teach that we should love the nature God gave us and this means that we must openly embrace our radi-cal, God-given pluralistic state. We simply cannot flee from it, agonizing though it may be. Are we ready to accept Rahner's challenge on this point? The Unique Character of Pluralism Today Our reflections so far have shown us that pluralism is a basic constituent of man's experience of God affecting all men at all times. But another vital 11,,Thoughts on the Possibility of Belief Today," 7~1 5, p. 10. V-'For a position similar to Rahner's on this point see Wolfhart Pannenberg, What is Matt? (Philadelphia: Fortress, 1970), pp. 68-73. ~:t"'The Theological Concept of Concupiscentia," TI 1, pp. 369-71. 228 / Review ]or Religious, Volume 32, 1973/2 point needs to be made. Why is it that pluralism, always a part of man's situation before God, has become such a particularly pressing concern in our times? Why are so many in religious communities suddenly talking about it? Why has a man like Rahner written so much on pluralism in recent years? To put all these questions more precisely we should ask the following: Is there something specifically unique about pluralism in the 20th century? Are there new factors today which further complicate man's fundamentally pluralistic situation? In answer, the first assertion to be made is that Rahner very definitely feels that 20th century pluralism is a specifically unique phenomenon in the history of the human race. He explains the uniqueness of 20th century pluralism by referring to the tremendous, historically unparalleled explosion in human knowledge which is taking place in our century.TM Man has prob-ably learned more (and therefore appropriated more multiple or plural values) since the beginning of our century than he learned in all the previous centuries combined. Thus, specialization has become the byword of our age. Each individual human being is learning more and more about less and less. Human communication is becoming harder and harder. In the 19th century those who went to college or graduate school could be rela-tively certain that their studies would include a good deal of the "liberal arts" and that they would arrive at basically similar value systems. Even in the early 20th century this was still so. Today, however, people are sent away to school to study various disciplines (art, sociology, psychology, literature, mathematics, and so forth) and they come home with such varied value systems that for all practical purposes they are speaking in different languages. Many segments of society experience this problem in-cluding religious communities. The situation is especially burdensome for persons in authority insofar as persons in authority are never again going to be able to learn enough to understand all the varied value systems and languages of the people under them. A Qualitatively New Situation Rahner gives his position on the uniqueness of 20th century pluralism a deeply radical meaning when he refuses to explain today's pluralism on a merely quantitative basis, that is, on the basis of the increased number of plural values which different men are learning about today. Rather he holds that the numerical increase in man's knowledge of pluralistic values has placed mankind in a qualitatively new situation,x'' The qualitative l~"Reflections on the Contemporary Intellectual Formation of Future Priests," T! 6, pp. 114-20; "Reflections on Dialogue in a Pluralistic Society," ibid., pp. 39-40; and repeatedly elsewhere in Rahner's works on pluralism. ~z"Pluralism in Theology and the Oneness of the Church's Profession of Faith," Concilium 46 (1969), p. 104. Pluralism in Rahner / 229 difference is this: In the past the number of insights and values known to man was limited enough that it was at least possible in principle for one person or one group of persons to gather together the known human insights and values in such a way as to formulate one coherent worldview or philosophy of life which could be accepted and embraced by all men at least in a given part of the world. Further, in the past, the world's great civiliza-tions (Western, Oriental, African, American) were so insulated from one another by "cultural no-man's lands" that the fact of one civilization's philosophy of life not including the values known to other civilizations made no difference in practice,a'~ Today, however, the whole world is different; the barriers between the great civilizations are collapsing, and the number of pluralistic insights and values has so increased that it is simply impossible for any person or group to embrace all known values and thus establish a worldview which can attain anything approaching a universal acceptance by a civilization or civilizations.1~ This is why Rahner says that 20th century pluralism has put man in a qualitatively new situation: man can no longer thematize universally acceptable worldviews. 20th century pluralism is therefore radi-cally new. The adjectives which Rahner uses to describe it become stronger and stronger as the years pass. He describes today's pluralism as irreduc-ible, indomitable, unconquerable, unsurpassable, and so forth,as Another way of describing the qualitative difference between today's pluralism and that of the past might be to say that in former times the plural values perceived by man could be conquered by inclusion within one philosophical worldview so that they were reduced to diverse aspects of that worldview, to diversities within one philosophical system. But the differing values of today cannot be conquered or reduced to one system; thus we no longer have diversities within a system but instead we have something much more radical, we have a pluralism which is in Rahner's words unconquerable and irreducible. Rahner never precisely uses the words diversity and pluralism to characterize the old and new aspects of human multiplicity, but such a terminology certainly seems to fit in with his description of the qualitative difference between today's pluralism and that of former centuries. In any case the point is that pluralism, while ~"Philosophy and Philosophizing in Theology," Theology Digest, Sesquicentennial issue, 1968, p. 22. ~r"A Small Question Regarding the Contemporary Pluralism in the Intellectual Situa-tion of Catholics and the Church," TI 6, p. 22, and in a number of other places in Rahner's works. ~SAmong many examples of Rahnerian language of this type are: "Theological Reflec-tions on the Problem of Secularization," Theology o] Renewal, v. 1, pp. 188-90; "Reflections on the Contemporary Intellectual Formation of Future Priests," TI 6, p. 117; "The Man of Today and Religion," ibid., p. 20; "Pluralism in Theology and the Oneness of the Church's Profession of Faith," Concilium 46 (1969), p. 107. Review ]or Religious, Volume 32, 1973/2 always a fact for man before God, presents us with a new series of problems in our times. Consequences of Today's Pluralism for the Church What should be the attitude or response of Christianity towards the qualitatively new phenomenon of 20th century pluralism? Six different aspects of Christianity's response to today's pluralism can be distinguished. The first of these aspects is a general picture of Christianity's response to pluralism; the remaining five are specific consequences of the new pluralism for the Church. First then and in a general way, it can be said that throughout his writings Rahner comes across very strongly as a man who is deeply con-vinced that one of Christianity's most vital and essential tasks for our times is to accept and embrace the pluralistic situation which God has given us today just as all men in ages past have had to accept the experience of pluralism which God gave them. This open thinking is found in Rahner's works on non-Christian religions,19 on the secularity and godlessness of today's world (which Rahner says we must bravely and courageously accept because it has a positive meaning and challenge for us),-°° and on the pluralistic sciences which he espouses and encourages.21 Even the shrinking of the Church in today's pluralistic world must be accepted ~vithout fear and loved by the Christian as part of God's plan for us, part of salvation history?-° Definitely, theret~ore, Rahner sounds a clarion call to the 20th cen-tury Church to face without fear or escapism the task which God has given us of coping with the new pluralism. I have little doubt but that in future centuries, Rahner's brilliant and insightful challenge to the Church on this matter will be one of the things for which he will be most remembered. In so many ways it can be said that for Rahner the name of the game for the Christian today is to be open. The whole thrust of Rahner's thinking on anonymous Christianity suggests this. Specific Consequences Secondly and more specifically, Rahner holds that in the light of modem pluralism Christianity must give up the idea that its entire message and value system can be embraced in any one philosophical system and in par: ticular it must give up the idea that the Thomistic philosophical system can continue to be the one decisive dialogue partner in which all Christian in-ag" Christianity and the non-Christian Religions," TI 5, pp. 115-34. =°"The Man of Today and Religion," TI 6, pp. 1 I-2. '-'1"Philosophy and Philosophizing in Theology," Theology Digest, Sesquicentennial issue, 1968, p. 27. "-'~"The Present Situation of Christians: A Theological Interpretation of the Position of Christians in the Modem World," The Christian Commitment (New York: Sheed and Ward, 1963), pp. 3-37. Pluralism in Rahner / 231 sights can be expressed to the world. Rather in the future Christianity will simply have to accept a who~le host of diaiogue partners (the arts, the be-havioral, social, and pure sciences, Oriental philosophies, and so forth) in expressing the Gospel messa'ge to the world. Rahner says this explicitly at least twice~3 and gives many other hints of it as well. For instance, he says that we must study all the great philosophies of the world because in an anonymous way they may be,' as much or more Christian than our explicitly Christian philosophy. In other words we are moving into an age of Christian philosophies and worldview!, instead of an age of a univocal Christian philosophy and worldview. Note carefully that Rahner who is a Thomist never says that Thomism sl~ould be abandoned as a philosophy. What he does say is that Thomism can no longer be given the absolute, monolithic status ascribed to it in the 15ast by the Church. Instead it must constantly criticize itself, realizing that it can never express the fullness of the truth of God. It must relentlessly op.en itself to the lns~ghts of other philosophies, which must in their turn be~ open to it. No longer will there be any one philosophy of life (in the sense values) upon which the Chu~rch or communities within it can operate.~' Thirdly as a consequence of pluralism for the Church Rahner holds that since theology depends on philosophical thinking for its mode of ex-pression, the fact that there can no longer be only one exclusively Christian philosophy suggests directly that there can no longer be one theology in the Church. Instead there Will be many theologies, a fact that the Church I ¯ " must bravely accept as Rahner puts it. no way denies our oneness of faith (Rahner calls it credal oneness) but it does demand that in the future our expressions of the one faith will be plural, in accord with the plu~iformtty of human experience. Next, and closely related to the idea of many theologies, Rahner argues I . that the magisterium or teac, hmg office of the Church finds itself cast into a whole new situation by tod.ay's pluralism.-oG Rahner points out that on rare occasions the teaching office[of the Church will have to continue to operate in the traditional mode, that [is, by rejecting this or that theological formula-tion as inconsistent with the faith,z7 Much more often, however, Rahner holds that in today's plurahst~c world the magisterium will have to take on z~"Philosophy and Philosophizing in Theology," Theology Digest, Sesquicentennial ~ssue, 1968, p. 18; 'Phdosophy ~nd Theology" Sacramentum Mundt, v. 5, p. 23. ~4This position does not deny the underlying unity of our faith, a matter we shall consider later. '-'SIbid., pp. 23-6. Rahner does speak herein of a sense in which there is still one theology, but this will emerge in our forthcoming consideration of our one faith. "-'Glbid., p. 26; "Pluralism in Theology and the Oneness of the Church's Profession of Faith," Concilium 46 (1969), pp. 112-3. ~7"Pluralism in. Theology and the Oneness of the Church's Profession of Faith," Concilium 46 (1969), p. 113. 232 / Review for Religious, Volume 32, 1973/2 a new function, a function which can be well described as a challenge func-tion rather than a judgment function. The idea of this challenge function of the magisterium is that no longer can the teaching Church understand all the formulations of all the theologians as it did in the past. Thus the Church will often not be in a position to judge the works of an individual theologian. But she can challenge him. She can urge him to be certain that his formula-tions are faithful to the Christian tradition. By so doing the teaching Church can render real service to the individual theologian and to the Christian community as a whole. Obviously a magisterium which challenges more than it judges will have to be more trusting of its theologians, trusting that they are faithful to our traditions even when the magisterium is not totally clear on how the new formulas of theology relate to the faith. Rahner states that this new challenge aspect of the Church's teaching office is already occur-ring. 2s The whole situation also suggests to Rahner that today's magisterium will generally refrain from proclaiming new dogmas, as it refrained at Vatican II. A fifth consequence of pluralism for the Church today is a fact which we previously alluded to, namely, that persons bearing authority in the Church (including bishops, pastors, religious superiors, and so forth) are placed in an extremely difficult but still very important position by con-temporary pluralism. All of us, therefore, should be deeply sensitive to the burdens of those who hold ecclesial office. Rahner points out that at times such authorities may have to exercise authority traditionally, saying no to this or that.-09 In most cases, however, office bearers in today's Church will follow the style of the new magisterium by challenging their subjects rather than judging them. In this context a particularly important task for Church authority figures will be to maintain openness, that is, to keep any of their subjects or groups of subjects from so locking themselves to a partial set of values (whether liberal values or conservative values) that they fail to be genuinely open to the mystery of God and thus commit the ultimate human sin of absolutizing finite values. Need for Constant Dialogue The last and perhaps most important implication of contemporary plural-ism is that in our times Christianity must engage in a constant and genuine dialogue with itself and with the world around it. Since today's man realizes that his philosophy of life can never be a total or absolute system, he must constantly seek to correct and expand his own viewpoint by dialoguing with other men. Rahner points out that genuine Christian dialogue is truly possible in a pluralistic society because for the man of faith all true values in 2s"Philosophy and Philosophizing in Theology," Theology Digest, Sesquicentennial issue, 1968, p. 27. 29"The Future of Religious Orders in the World and Church of Today," Sister Forma-tion Bulletin, Winter, 1972, p. 7. Pluralism in Rahner / 233 various philosophical and theological systems are seen to be rooted in the one mystery of God. Values not rooted in the mystery of God are not true values and will be shown as such in the dialogue. Hence as we journey through history together, there is hope that men can come to understand how their partial expressions of value are integrated in the absolute mystery or absolute future of man which is God. Those of course who lack faith will not see human differences as resolvable even in our future in God. But for those of us who do believe, there is hope that full unity will be attained in the eschaton. And in this hope we can keep on talking with each other despite repeated misunderstandings. Our age is peculiarly an age of going to meetings, and no doubt many of us get tired of meeting after meeting. But, if we are to be Christians in these pluralistic times, it seems we must keep on having meetings no matter how boring they, become. As Rahner sees it, dialogue is the only possible mode of coexistence for mod-ern Christian persons."~° In ending this section an observation which ought to be made is that none of these consequences of pluralism we have just reviewed really solve the problem of how the Christian is to live and form community today. For in all honesty we have to face the fact that pluralism as it now exists is a new problem which the generations who have preceded us did not face in the way we face it. Thus nobody today really knows how to cope with our pluralism and our inability to form worldviews which large scale segments of society can accept. Rahner makes some suggestions on the matter for the Church as a whole, but even he admits that he is far more asking the question about pluralism than answering it.~1 This lack of answers to the challenge of pluralism may not make us feel comfortable, but we must realize that that is where we are. Pluralism and the Oneness of Our Faith An especially nagging question seems to underlie much that we have said. Is pluralism something like the dualisms of former centuries with their many gods? Does pluralism have some effect on our faith in one God? In the Rahnerian thought world the answer is quite simple. Theological plural-ism positively does not weaken the oneness of our faith; if anything it strengthens that oneness by focusing us on the true source of our faith instead 'of on the more superficial sources of unity upon which we too often relied in the past. To understand Our oneness in faith in Rahner's system, we must advert to a basic theme of Rahner's theological anthropology or vision of man, namely that there are two poles or levels to human exis- :~°"Reflections on Dialogue within a Pluralistic Society," TI 6, p. 35. The whole article is valuable on dialogue. :~lThis point is made clear by the title and substance of Rahner's article, "A Small Question Regarding the Contemporary Pluralism in the Intellectual Situation of Catholics and the Church," TI 6, pp. 21-30. 234 / Review lor Religious, Volume 32, 1973/2 tence.3~ One of these poles, in fact the more obvious of them, is the pole of concrete human activity and experience. This is the pole of human expres-sion, of human speech, of explicit consciousness and choice. On this pole or level the effects of man's materiality and limitation are clear, and thus man operates from this pole in a radically pluralistic fashion. He has many con-crete acts of learning and many forms of speech. He makes many choices. There is, however, another, a deeper and ultimately more significant level to human existence, a level which precedes the level of the concrete and multiple. This is the level of man's preconscious existence, of his deepest self-awareness before his God. Those who speak of man's funda-mental option are referring to this level of man's life. On this level rather than multiplicity and a myriad variety of human acts of knowledge and choice, man, if he is a believer, has a basic and simple openness to his God. On this level man in his radical openness no longer experiences a pluralism of values. Instead he knows one Lord and one faith. He and his neighbor may not be able to describe their faith in the same way, but as believers they are surely experiencing the one ineffable God. This level of transcen-dent human openness to God makes Christian faith community real. Our faith, therefore, is not hindered by pluralism. In fact, pluralism only serves to buttress our faith, because it forces us to realize that our faith can only be genuine faith if it is based on the unfathgmable mystery of God. No other source but this mystery can stand as an adequate ground for us as believers. Surely with this ground we can cry out in the words of Malachy: "Have we not all one father? Has not the one God created us?" (Mal 2:10). The Foundation in Tradition Rahner's position on human openness to the ineffability of God as the source of our faith and upon (he inevitable pluralism which begins to ensue as soon as we start expressing that faith finds much support both in the tradition of the Church and in modern authors. Traditionally, for instance, Christian authors have emphasized that the ways of knowing God by specific affirmation (via allirmativa) or negation (via negativa) had a validity .but still a clear limitation. Thus traditional authors appealed to a third way of knowing God, to the way of eminence or transcendence (via eminentiae), that is, to a primal recognition by man of the mystery of God. As Henri de Lubac has pointed out this third way is really the first and most fundamental way. a3 Among modern authors Bernard Lonergan in his new book, Method in Theology,34 gives particularly noteworthy support to Rahner's idea that we 3'-'"Dogmatic Reflections on the Knowledge and Self-Consciousness of Christ," TI 5, pp. 199-201. a:~Henri de Lubac, The Discovery o! God (New York: Kenedy, 1960), pp. 122-3. 34New York: Herder and Herder, 1972. In our context see especially pp. 265, 323, 326-30. Pluralism in Rahner / :235 all share one ineffable faith despite our various perceptions of that faith. Lonergan's insistence that true objectivity in man is not an "out there now real" set of facts, but rather man's honest habit of mind as he keeps him-self attentive, intelligent, reasonable, and responsible would seem to place faith on the deepest level of human openness while realizing that faith will be expressed in various formulations. Even more explicitly, Lonergan's carefully reasoned argument that what is permanent in our dogmas is their meaning, not their formula supports Rahner's effort to place faith at the core of the human person while being open to pluralism on other levels of human perception or choice. Perhaps the title of Rahner's article "Pluralism in Theology and the Oneness of the Church's Profession of Faith" sum-marizes all this very nicely?5 We may have to use many words but we still have the Word of God. Pluralism thus creates no fundamental faith problem. It helps us to see that our faith must be based on the mystery of God. Our openness to this mystery is the primary source of our existence as a faith community. It is true, of course, that Christians need other levels of communal togetherness and organization besides this primary mystery of faith level. Some of these other or "second level" approaches to community will be considered in what follows about religious communities. First, however, we must realize that none of these other levels will have any meaning unless we begin by seeing ourselves as united on the primal level of faith in God. Implications of Pluralism for Religious Community Life~ With less specific guidance from Rahner, but in the spirit of all that we have seen, what can be said about the implications of contemporary plural-ism for religious communities in the Church? First, if we accept the idea that a religious community is called to be a genuine sign of hope to the whole Church and if contenlporary theological pluralism is one of the most critical and fundamental challenges facing the Church today, the task of opening itself to and coping with man's radically pluralistic situation is one of the most formidable and vital tasks facing the religious community today. It seems to be the kind of issue concerfiing which the religious community must live up to its eschatological nature as a sign of transcendent hope for the whole Church, a sign that real Christianity is possible in the modern pluralistic world, a sign to the Church of where she is going. It is an historical fact that over the centuries, religious com-munities have been leadership organizations in the Church in times of crisis. :~SA section of Lonergan's new book has almost exactly the same title (pp. 326-30). a6White the title of this section speaks of religious communities, surely the remarks herein can be taken as referring to the various n6ncanonical religious groups in the Church today as well as to the canonically approved religious communities. Indeed, the noncanonical groups may have an especially important task in showing religious communities their possibilities in our pluralistic world. 236 / Review ]or Religious, Volume 32, 1973/2 In our times pluralism is the crisis and millions of persons throughout the world are seeking to overcome the alienation which can exist in our plural-istic world. New experiments in communal living abound. In the crisis of pluralism can the religious community live up to its historic role of leader-ship for the future? Second, if religious communities do face up to this challenge of assuming a leadership function in showing the Church its role in a pluralistic society, probably the most realistic forecast which can be made is that the days ahead are going to be days of agony and suffering for religious communi-ties, agony because of the very nature of pluralism, and because no one right now knows precisely what to do about pluralism. This does not mean at all that religious communities should give up hope or lose faith, but it does mean that the years ahead and the paths to adapting to pluralism are going to be most difficult. Just one example of this difficulty will be that almost in-evitably more religious will have crises of faith and perhaps leave com-munities, even later in life?7 For an honest facing of pluralism will create more options for the religious and these options will create more crises. Third, it would seem that the option being taken by a few communities of refusing virtually all change and forward movement simply is not a viable option in the light of the theology of pluralism. With the greatest respect for the good faith of the leaders and members of these communities, there is an honest question about how such nondialoguing communities can continue to exist in our pluralistic .world. It is true that these communities are doing rather well as far as incoming candidates are concerned. But are these candidates accepting the vocational task of building community amidst the pluralism which God has given us all? Or are they fleeing from that task and seeking after a security which refuses to admit that pluralism exists? The Option of Fragmentation Fourth, and of special importance, the option of "fragmentation," the option of a larger religious community dividing itself into two or more smaller groups with each group representing a particular viewpoint would also seem to be foreign, at least in principle, to Rahner's theology of plural-ism. Many religious are heard to call for this option today when there is so much clamor about the bigness of organizations and the value of small, intimate communities. While I can see real value in religious communities working out living arrangements based on small, relatively homogeneous groups, I would argue that the large community structure with its varying viewpoints should be retained in our pluralistic world. My reasons for saying this is that there would seem to be a great possibility that smaller groups of religious in cutting off dialogue with other thinking about religious ::rKarl Rahner, "The Future of Religious Commonities in the World and Church of Today," Sister Formation Bulletin, Winter, 1972, p. 4. Pluralism in Rahner / life would become ineffectual, would fail to grow in maturity, and would stand in a real danger of closing in on themselves in such a way as to become unresponsive to the demands of a pluralistic society. Incidentally, the danger of a select group becoming closed would be just as great for a progressive group as for a conservative group. The Pharisees are the classical example of a progressive group who closed in on themselves and subsequently became of little value to society. Further, the fragmentation option for religious seems to ignore another of Rahner's noteworthy themes, namely that the power inherent in a larger organization can be a genuinely redemptive value in a pluralistic society.3s The foregoing remarks against the fragmentation of religious com-munities should not be taken as an absolute stand against such fragmenta-tion. Rather these remarks are a general or "in principle" statement. Rahner himself points out that in some hopefully exceptional cases in life there is so little possibility of creating understanding that a particular dialogue must be broken off so that a group can keep dialoguing at all."~ In these cases other forms of dialogue must replace the broken ones, since genuine dialogue is essential for human coexistence in a pluralistic society. There have been a few cases in recent years of religious communities dividing; and who are we to say that these particular terminations of dialogue were not genuine in-spirations of the Holy Spirit, genuine efforts to establish other forms of dia-logue when one form had become impossible? In general, however, dialogue between differing viewpoints is so essential in a pluralistic society that the option of fragmentation should not be taken except under extreme and oppressive circumstances. Experimentation and Incarnationalism Fifth, if the religious community accepts its leadership mission for the world, and if it refuses the anti-change and fragmentation options, it be-comes clear that the most helpful (and also most difficult) option for a religious community today is to let its structures become open to genuine dialogue and pluralism in such a way that the community becomes truly re-flective of the actual condition of the whole Church today. This will mean as Rahner sees it that the religious community will be engaged in a constant process of. experimentation as it seeks to face up to new perceptions of value in our pluralistic world?" Such experimentation will stem from all levels in a community: individuals, groups, and organized authority. Only through such experimentation will a religious community achieve the true openness and dialogue needed in a pluralistic ~ociety. ~S"Theology of Power," TI 4, pp. 391-409. :~:~"Reflections on Dialogue within a Pluralistic Society," Ti 6, pp. 40ol. ¯ "~"The Future of Religious Communities in the World and Church of Today," Sister Formation Bulletin, Winter 1972, pp. 6-7. 238 / Review ]or Religious, Volume 32, 1973/2 Lastly, a religious community living amidst pluralism must advert to what Rahner calls the "incarnational principle" of Christianity.'1 This principle means that the ineffable faith unity which we share in the depth of our being must somehow become incarnate, must somehow be incorpo-rated into tangible structures. Otherwise we could never experience our faith unity. More particularly, a religious community as a small unit in the Church can never embrace all the possible incarnations or concrete ex-pressions of faith value. A religious community is thus only one form of faith expression. It is only one "social institutionalization''42 of Christianity. All this implies that in addition to its underlying faith unity, a religious community will necessarily have to embrace certain second level values (the first level is always our faith), certain particular incarnations of the mystery of God. Such second level values are genuinely worthwhile in a pluralistic society for they do lead us to the one God, though in a limited way. Traditionally, the second level values around which religious com-munities have been organized have included the confession of the members of a community (Roman Catholic), their apostolate, their sex, their vowed life, their prayer, their communal living, and so forth. Openness and Second Level Unifiers Now what, in our pluralistic society, can be said about religious com-munities' second level sources of unity? Two main points must be made. First, important though these second level unifiers are, they are not ab-solute expressions of the mystery of God. Thus the place, meaning, and even the continued existence of such second level unifiers of a religious community are subjects which cannot be exempted from dialogue if a re-ligious community is going to be genuinely open to the pluralism of today's world, to our inability to form a total worldview as we did in the past. A religious community which seeks to be open to the absolute mystery of God is not absolutely open to that mystery if it absolutizes any other points besides the one mystery. And when a religious community says that values such as the vows do not call for further dialogue and understanding, it is precisely absolutizing something other than the mystery of God; it is sub-mitting to the ultimate temptation created by our pluralistic situation, the temptation of seeking particular goods instead of the good. It would be most paradoxical if today's religious community were to submit to this temptation. The whole history of religious communities has been one of protest (by vows) against the absolutization of partial human goods such as marriage, wealth, and power. And even though this protest has had tremendous impact in the history of salvation, can a religious corn- 41"Membership of the Church according to the Teaching of Pius XII's Encyclical 'Mystici Corporis Christi,'" TI 2, p. 34. a~Karl Rahner, "Reflections on Dialogue within a Pluralistic Society," TI 6, p. 31. Pluralism in Rahner / 239 munity absolutize its means (and its understanding of this means) of dialoguing with the world, of showing the world where it must move in the spirit of Christian hope? Many examples of how a religious community must be open to dialogue about second level values could be cited. Apostolates obviously need to be reconsidered today. The vow of poverty is in great need of reassessment inasmuch as the mere fact that one cannot dispose of his or her own funds does not make one poor if he or she belongs to a rich community.4'~ To take another example which has probably been thought of a good deal less, who are we to say that religious communities are always going to remain ex-clusively Roman Catholic? Granted that Vatican II has already described the other Churches as true ecclesial realities, granted that Eucharistic Inter-communion is probably not too far off, granted that many young people in the other Christian confessions (especiall.y young women) find an idealism, way of life and apostolic zeal in Catholic-religious communities for which there is no parallel in their own confessions, and finally granted that more and more the real need is for a united Christianity to show its value to a secular (and sometimes atheistic) world rather than for Catholicism to show its value to Protestantism or vice versa, might it not ultimately be-come a genuine call of the Spirit for the Catholic religious communities to accept members from other confessions? While not offering an absolute answer, I hope the example at least helps make the point that dialogue on the values which I have called second level in the religious life seems to be an inescapable consequence of the theology of pluralism. Necessity of Second Level Unifiers Our second major observation on religious communities and second level values or unity sources is a strong reminder that, granted that these values are a constant subject of dialogue, growth, and change, a religious community movement simply cannot exist without some sort of second level value commitment and organization. The religious community must operate through a concrete value-unity structure in order to be open to ultimate value. It must have a concrete vocation if it is going to have a vocation at all. It cannot have its absolute, transcendental goal (the mystery of God) without expressing this goal in concrete goals. A religious community's concrete vocation and concrete goals are so necessary sociologically that, in the midst of all the open dialogue about them, they should be seen as a requirement for membership in the community. Those who do not agree with a religious community's particular goals may be perfectly good Christians, but a community will only retain its societal identity insofar as its members agree upon a particular sociological format for moving towards the mystery of God. This is why Rahner argues that authority in a religious community 43On this point see Karl Rahner, "The Theology of. Poverty," TI 8, especially p. 172. 240 / Review jor Religious, Volume 321 1973/2 may sometimes have to operate in the traditional yes or no method. Surely the yeses or noes of a religious community's authority can never be more than provisional since the community's self understanding and consequent second level values will grow and change in dialogue. But the fact remains that the growth process of permanent religious commitment (and this is what permanent commitment is, a growth process) can only function at a particular point in space and time through the acceptance of second level goals.44 Religious communities which have forgotten this point in recent years have had their troubles as a result. Conclusion By way of a concluding thought, especially for those who are fearful of what will happen to religious communities as they face their future with all its pluralism, I would like to make the very joyful and hopeful point that there are already some indications that an honest, pluralistic dialogue on religious life's second level values will probably do a great deal more to reinforce rather than to downgrade the traditional wisdom of the Church on religious life even though this wisdom may not be asserted as absolutisti-cally as it was in the past. For instance, I have noted and been truly inspired by the fact that Christian virginity has been emerging as a very deep seated value in the lives of some members of the noncanonical religious com-munities in which it is required neither by Church law nor by any public vow. In an era when so many priests, brothers, and sisters are questioning celibacy and virginity, this is most refreshing; it suggests that our pluralistic, open-ended society (which is, after all, God's gift to us) is not so much a thing to be feared as it is a genuine opportunity for spiritual growth. Per-haps it will teach us some things we have been trying to learn all along. ¯ ~4The insistence of second level goals does not of course imply anything like the detailed agreement which existed when religious communities operated from a homogeneous worldview. But some admittedly evolutionary sociological coherence on the second level is a necessity. Pluralism and Polarization among Religious George M. Regan, C.M. Father George Regan is associate professor of theology at St. John's University; Grand Central and Utopia Parkways; Jamaica, New York 11432. The recently published sociological and psychological studies of priests in the United States have no counterpart as yet in special studies about religious men and women. Tempting hypotheses could be constructed on the basis of personal experience and impressions about the levels of maturity and self-actualization among religious, about their attitudes toward authority, and about their opinions on specific issues such as birth control, celibacy, divorce, and liturgical practices. The surveys of priests indicated that widespread disagreement exists among various segments of the Catholic clergy on such issues and that deeply polarized attitudes seem rooted in profound ideologi-cal differences. In the absence of hard data leading to actual percentages of religious who hold certain views, one can nevertheless reflect on the divergence experienced firsthand in contacts with religious communities these days. Pluralism of approach, outlook, and conviction characterize religious at all levels of the same community at times, and comparison of one community with others easily substantiates this impression of diversity, which has re-placed the former uniformity. Pluralism reaches into all levels of community life, encompassing not only particular questions such as order of day, con-crete regulations on government, poverty, and style of dress, but also more fundamental aspects of the institute's l!fe, such as its purpose and nature in the larger Church, its basic ideals and values, and its charismatic qualities for today's world. Members thus find themselves split deeply at official chapters and in less formal gatherings on the most fundamental meanings of their religious life and on many more superficial issues. Coupled with this pluralism has arisen a sense of alienation, an outright bitterness about 241 242 / Review ]or Religious, Volume 32, 1973/2 the frustrating experience of division, or an aimless confusion. Polarization of groups may be discerned not infrequently. The vitality of individual religious and of entire communities has suffered immeasurably as a conse-quence. This extensive pluralism and the resulting polarization constitute a rich and inviting ground for thorough exploration by specialists in various fields. At times in recent years, some religious have tended to look upon their problems as mainly theological in nature, but further reflection casts grave doubt on the accuracy of this claim. In particular, the psychological and social factors of given attitudinal differences and divisions often feed into the situation more than do the theological and philosophical viewpoints espoused. This may be seen clearly in many contemporary divisions which have emerged between young and old, or between liberals and conservatives. Such divergences often manifest features closely resembling matters dis-cussed in development psychology or sociology in general. This article will concentrate principally on the more theoretical and intellectual roots of today's pluralism which underlie the theological, psychological, and sociological differences. In a sense, it will address the issue of the basic framework within which various groups of religious operate. It will not offer a litany of the specific differences which separate religious, nor will it provide a "medicine chest" of remedies. Our more limited purpose is simply to reflect on the different levels and .origins of pluralism in the ways of thinking and acting among relig!pus and to inquire into some possible means of coping with its sometimes unhappy results. The Death of Old Theory In an address to a committee of American bishops in which he inter-preted the results of the sociological survey of priests, Andrew Greeley claimed that "we have not yet discovered that our fundamental problem is the collapse of old theory combined with the non-appearance of new theory." In his usage, theory means those goals, values, models, and basic assumptions that allow the given human grouping to interpret and order phenomena, to justify its own existence, to explain its purposes to outsiders and new members, to underwrite its standard procedures and methodologies, and to motivate its members toward its goals. Though Greeley's comments regarding such theory concern priests alone, his approach has direct bear-ing on the question of the emergence of pluralism in all areas of American Church life, including religious communities. According to Greeley, the old theoretical structure began to crumble in the United States about ten years ago, and it has now disappeared, never to be restored. This rigid and unconscious theory emerged as a mixture of post-Tridentine garrison Catholicism and American immigrant Catholicism. It laid stress on loyalty to the Church, certainty and immutability of an-swers, strict discipline and unquestioning obedience, a comprehensive Pluralism and Polarization Catholic community, suspicion of the world beyond the Church, avoidance of re-examination of fundamental principles, and clearly defined models of behavior. The reasons substantiating .this theory were largely extrinsic and suasive, not decisive, for they were justified by one's loyalty to the teachings and structures of the Church and not by their intrinsic rationality. When various elements of this theoretical structure were thrown into doubt, the entire theoretical structure collapsed without warning. Since all rules, however minor, were viewed as immutable and unquestioned, change in even a few rules such as "meat on Friday" exposed the shaky foundations of the whole structure. The very suddenness of the change had excluded any opportunity to rethink the grounds of past assumptions and when these assumptions fell into disrepute, confusion resulted. Greeley believes that there exists virtually no theoretical perspective to replace the old theory, for the fads and fashions, clich6s and slogans of recent years lack sound and solid scholarship. His remedies for this situation center on the indis-pensability of scholarship in all areas of Church life. Scholars must get to work on building a new theory; and all levels of the Christian community must manifest openness, respect, and understanding for the results of their scholarship. One might justifiably criticize various elements of Greeley's presenta-tion, which sometimes verges more on polemical journalism than on ob-jective analysis. Sweeping generalizations about the old theory's "avoidance of re-examination of fundamental principles," and about the former lack of rational foundations do not ring completely accurate. One may well disagree with the actual cogency of the intrinsic reasons advanced for many past approaches, but it strikes one as gross exaggeration to deny their very existence, as Greeley seems to do. Consequences ot the Loss o~ the "Old Theory" His overall analysis seems true enough, however, and its application to the current situation which exists in many religious communities also seems clear. In a peculiar fashion and perhaps more strongly than in the priesthood, many religious institutes had embodied the chief marks of the "old theory" which Greeley describes. Disappearance of these characteristics or questionings about their presentday relevance have split many a com-munity or left it adrift aimlessly. The basic goals, values, and assumptions of past approaches to religious life constitute the kind of "old theory" which has undergone increasing challenge. Debates about such funda-mentals have obviously far more import than does disagreement about more superficial features in religious communities. How often does one not hear religious, usually older in age, wondering about the seeming decrease in loyalty to the community and its traditions among some members, the ever-changing views of the young, the lack of discipline and compliance with authority which has grown, the intrusion ~/44 / Review for Religious, Volume 32, 1973/2 of what seems a worldly spirit, the lessening in time devoted to formal prayer, an overstress on personal fulfillment, an endless questioning of basic goals, values, and principles, and the advancement of vague and im-precise models of religious conduct? It takes little effort to draw the sharp contrast between these tendencies and the "old theory" formerly in effect. Another group of members, on the other hand, may criticize the present situation and urge change from precisely an opposite vantage point: Why has the community not updated more its apostolate, life style, government, and spirituality? Why do institutional requirements outweigh personal needs? Such conflicting comments and complaints signal at the least that the members of the religious community have failed to agree on some essential aspects of their life together. Onguing Crisis If one were to accept Greeley's views, then a religious community which lacks agreement on a theory in this deep sense of goals, values, and basic assumptions must of necessity expect ongoing crisis, for it lacks the founda-tions needed by any human organization. Without such organizational ele-ments agreed to substantially by the members, the religious community will lack the tools to provide a rationale for its existence, thereby undercutting its ability to attract new candidates and to motivate its present members. The conflicting expectations of its members, furthermore, would in all likeli-hood lead to frustration and anger, which may become repressed and then manifested only in hidden agendas. The real issues which separate may appear rarely in open discussion; a superficial facade of friendly toleration may mask underlying divisions. Instead of religious' testing one another's assumptions in healthy confrontation and seeking to incorporate whatever seems of value, defensive listening may begin whereby one person listens caret~ully in order to gather information, or better ammunition, to contra-dict. In extreme cases, open hostility or full withdrawal into silence may eventuate. Such problems parallel closely communications difficulties de-scribed extensively in marriage counseling literature. In such an atmosphere, not only deterioration of the human relationships involved, but also de-terioration of the persons themselves must set in eventually. Need for Substantial Agreement This sobering prospect lends a special urgency to the continuing task of striving to clarify and reach substantial agreement on the fundamentals of each religious community. If the members differ broadly on the very purpose and values of the community, how can they realistically expect one another to pursue vigorously and in unison some common goals? The various issues which polarize groups may, in fact, be symptoms of the deeper pathology in the religious community: a lack of common goals, values, and assump-tions essential to the life of the organism. For example, when large numbers Pluralism and Polarization / 245 of religious in a teaching community favor direct social work for the poor, the issue of the apostolic purpose of the institute should be addressed courageously. Similarly, communities which experience sharp and immense diversity among the members on their inner identity as contemplatives or apostolically oriented religious should discuss the matter openly, rather than avoiding the problem or simply drifting indecisively into a new identity through the sheer force of circumstances. When religious of the same community differ enormously on such a basic point of their common life as that of the character of the institute, they have little reason to hope for harmonious concord on lesser ideals and values. The more that significant pluralism enters these foundational areas of goals, values,, and basic assumptions regarding the community itself, the more the members should expect a sense of aimlessness, disunity, and confusion, it would seem. Unless some shared meanings emerge at these deep levels of their life together, religious must prepare for the inevitable results which flow from vague and overly general goals and values. Un-fortunately, dialogue may at times neglect these basic levels of religious life and concentrate on the more superficial, day-to-day aspects or happenings. Such failure may even carry over into official discussions at chapter and the like where extreme defensiveness or closed-mindedness can prevent needed exchange of opinions among the members. In a positive way, therefore, it seems incumbent on religious, especially those in higher authority, to raise these issues when disagreement exists below the surface and to foster free airing of views in the hope of clarifying goals and values. This seems a healthier solution than pretending outwardly that the members amicably share the same opinions. Some meeting of minds may follow more readily in this unhampered atmosphere, despite the anxieties created by confronta-tion. The Roots of Change Greeley's analysis of the contemporary situation in the Church and in the American priesthood is professedly that of a sociologist. When he speaks of the disappearance or collapse of the old theory, therefore, he refers hardly at all to the philosophical and theological underpinnings of the old theory, which he discusses more in empirical terms. Appreciation of these more theoretical dimensions may assist us in gaining additional insight into the roots of pluralism and in evaluating proposed means of coping with it. We shall direct our attention to two matters in particular: the emergence of pluralism in ecclesiology today, and the shift from a classicist to an his-torically conscious worldview. Pluralism in Ecdesiology Though Greeley mentions the death of post-Tridentine garrison Cathol-icism, he does not explore the highly juridical theology of the Church which 246 / Review ]or Religious, Volume 32, 1973/2 had justified these tightly knit patterns of behavior. This ecclesiology often found direct application to the models of authority and the corresponding structures employed in religious communities. The overcentralization, lack of sufficient subsidiarity, and overly juridical conception of authority found in the Church at large and in diocesan structures existed in religious com~ munities as well and rested its common roots in this understanding of the Church. This former approach to a theology of the Church had the added implication of overstressing the divine element of the holy Church, in too great contrast at times with the so-called profane world. In failing to give enough weight to positive elements outside the Church and to see God present there among men, "this understanding lent a basis to a spirituality tinged with suspicion of the world, "merely natural" or human values, and human institutions. God's self-communication seems relegated more readily to the more narrowly institutional context of the Church and open dialogue with the world appears foreign or dangerous in this conception. Religious communities which operated within this conceptual framework more natur-ally took on reservations about contacts with the world and the need to separate oneself from its perverting influences gained favor. By way of contrast, many contemporary writings which view the Church as servant and healer of the total human society understand her as essentially related to the world; and they take a far more accepting view of human values and institutions: the Church "goes forward together with humanity and experiences the same earthly lot which the world does. She serves as a leaven and as a kind of soul for human society as it is to be renewed in Christ and transformed into God's family" (The Pastoral Constitution on the Church in the Modern World, no. 40). The more that individual religious communities as a whole have taken on this more openly secular approach, which views the world and human values more favorably, the more they customarily take a somewhat negative view of factors which are viewed as separating the religious from the world or from human customs. Resulting Disagreements Inevitable disagreements must exist in religious communities and throughout the entire Church so long as disagreement exists on such funda-mental approaches to a theology of the Church. Pluralism among religious in this basic theological area sometimes underlies the members' differing convictions on contact with or separation from other people, openness or closedness to human standards and patterns of conduct, and general in-volvement with or disassociation from ordinary human events. Disputes about religious garb, about freedom to come and go, about visiting with laity or entering into friendship with them, and about attendance at or participa-tion in recreational or sports activities sometimes stem from more profound differences about the way in .which religious are conceived of in their rela-tionship to "the world." An implicit ecclesiology often seems at work in the Pluralism and Polarization / 247 way people think about such concrete matters. Similarly, disagreements in ecclesiology are bound to influence one's notions of Church authority. These disagreements become manifest frequently in the comments or criticisms by religious that they find their community's authority too centralized in the person of the provincial authorities or the local superior; or that col-legial bodies such as consultations of the local house are given mere lip service by the local superior; or that decisions which can be reached by themselves individually or at the local level are reserved to higher authority. Once again, these issues seem symptomatic of the more profound ideological differences in ecclesiology which separate Catholics today. Though such disagreements seem inevitable in today's climate of plural-ism, the destructive manner of coping with them found so often need not exist. More comments will be made on this topic later in this article, but some reflections seem pertinent even at this stage. Disagreement can at times be a constructive and enriching force in human relationships, within toler-able limits and depending on how people react. Deep differences should be faced squarely in a climate of open communication, if some valid hope remains of fostering closer harmony and unity in community. To bury di-vergences o~r to treat only the symptoms or external manifestations of pluralism and the resulting polarization insures an eventual destruction of interpersonal sharings promotive of personal growth. It would be more worthwhile to plunge tactfully into the more basic levels of disagreements, which in this case touch on the very nature of the Church and of ecclesiasti-cal authority. One's assumptions, spoken and outspoken, should be brought to light in mutual respect and openness. A willingness to temper one's views, to grant honesty and good will to the other party, and to speak about issues, not personalities, seems a minimum condition in such dialogue. In this deeper context where lie the roots of more shallow differences, mere pragmatic techniques for bettering the current situation will prove in-sufficient. Though the American passion for such practical programs may obscure one's vision, religious communities must accept the need of dealing with these more profound, theoretical dimensions of these issues. If reli-gious communities are to adopt even more moderate thrusts of contemporary theologies of the Church and of ecclesiastical authority, for example, they should at least acquaint all members with a more positive view of the world beyond the Church. Leaders in each community must also embody the con-viction that authority means service, not naked power disguised under new forms; that collegial functioning flows from Christian coresponsibility as members of the community; that love, trust, and friendship must be present in any effective Church leader and perhaps even more in a leader within a religious community. This kind of new theory, if it be that in contrast to some past distorted notions, surpasses mechanical techniques of improving government and the community's stance vis-?a-vis the rest of mankind. To expect that religious superiors familiar with another approach to authority 248 / Review ]or Religious, Volume 32, 1973/2 can automatically learn and adopt this new theory and behavior seems rather unrealistic. Practice based on such theory would go a long way in alleviating some tensions which exist among those who doggedly hold to outmoded con-ceptions of the Church and of authority, and those who stridently favor newness uncritically, perhaps urging the abandonment of most structures and of practically any interpretation of authority. Once more, unless some attempt is made to deal with issues below their surface and to strive for some limited agreement in fundamentals, religious communities cannot rightfully expect polarization to lessen, let alone disappear. A Changed Worldview Beyond Greeley's empirical analysis and the implications of the ecclesi-ological factors described above, we can explore still further to the deeper roots of today's pluralism in religious communities. Catholic authors in recent years have noted a significant shift in the basic worldview whereby we do philosophy and theology these days, and whereby we approach prac-tical solutions to questions in Church life. By worldview, these authors mean the fundamental framework whereby one interprets and orders reality and thus arrives at more detailed convictions. Bernard Lonergan in dogmatic theology, Charles Curran in moral theology, John Courtney Murray in matters pertaining to religious freedom, and Avery Dulles in ecclesiology have all referred to a contemporary change from a classicist worldview to an historically conscious worldview, which they all see as having immense ramifications in their areas of concern. Greek philosophy and Christian thought represented by thinkers ranging from Augustine to Thomas Aquinas to nearly all Catholic theologians until quite recently employed an approach which emphasized man's ability to grasp the essence of reality through his reasoning faculty. This so-called "classicist worldview" left little room for change, variation, or uncertitude. Since reason can easily enough penetrate to the essence of reality, im-mutability, certitude, timelessness, and absoluteness characterized such varied matters as moral principles, images of the Church, Church laws, and inherited patterns of conduct. In moral issues, for example, this thought pattern leaves little room for variability and relativity because of cultural diversity, historical development, or concrete circumstances. A variety of universal, negative norms, "Thou shalt nots," became part and parcel of the moral theology built on this worldview. In ecclesiology, this approach favored descriptive notes which emphasized similar qualities of unchange-ableness, universality, absoluteness, and certainty. The canon law elaborated in former times also mirrored this conception of reality. Modern influences of personalism, phenomenology, and existentialism and the scientific spirit of modern times bore in on Catholic philosophers and theologians in recent decades and turned the tide against this classicist Pluralism and Polarization / 249 worldview for many an author and, seemingly, for our entire Western cul-ture. The historically conscious worldview embodied in many Catholic writ-ings today views man and his world as evolving and historical, rather than as static and unchanging. Progress, development, and growth are seen as marking man and his world, and these qualities should carry into all philosophical, theological, and practical understandings of Christian life. A stress on the human person in his subjectivity and concreteness, on this man or men, rather than simply on "man," characterizes the contemporary in-quiry. The individual's feelings and non-rational states understandably receive more attention in this approach. Since concreteness, change, and diversity are such prominent features, tentativeness and openness to excep-tion replace the past tendency to formulate a host of absolute understand-ings. Pluralism and Worldviews Results of this shift in worldviews can be seen clearly in recent debates in the field of Christian moral theology. The uniqueness and unrepeatability of the individual person and his myriad moral situations have eroded for some authors the very possibility of articulating general moral norms with an absolute force, the "Thou shalt nots" so familiar in past presentations of Catholic morality. Rather than centering their treatment of a question like divorce, contraception, or pre-marital relations on the essence of marriage and human sexuality, for instance, authors writing in this vein will tend to discuss the empirical consequences and concrete circumstances of divorce, contraception, and pre-marital relations in order to arrive at their moral reflections on the proposed conduct. Nearly all authors show some reliance these days on this historically conscious view of man, though most have combined this with some continuing reliance on man's essential structures. This eclecticism does, however, lead inevitably to a spectrum of theological opinions, instead of the one "Catholic opinion" found in moral writings in use even into the past decade. A main result of this shift in worldviews and the accompanying eclecti-cism, consequently, has been the emergence of pluralism in many areas of Catholic thinking and living. One answer no longer exists for many issues in theology, philosophy, and Church life. Catholics' opinions run the spectrum from the essentialism inherited from past approaches through all shades of combinations to the other pole, new approaches heavily conditioned by existentialism, process thought, and consequ.entialism. Many common em-phases can, of course, be discerned in contemporary writings: a stress on the human person in his freedom, dignity, and personal fulfillment; the possibility of more room for change in previously accepted theological opinions, in social customs and law, and in Church structures; a thrust toward service in the world, rather than an emphasis on the dangers of con-tamination from the world; and an understanding of the Church more in 250 / Review ]or Religious, Volume 32, 1973/2 terms of the persons involved than in terms of institutions. These common emphases do not, however, lead to one new theory; they lead instead to new theories, new theologies, new understandings of the Church and ecclesiastical laws, customs, and structures. In a real sense, a new theory has developed which permits and even fosters a plurality of theories, of theologies, and of understandings. Pluralism constitutes a key-note of such "new theory." Disappointment may well await those who urge and expect some new univocal theory in the sense of an all-comprehensive and wholly coherent system of goals, values, and models of appropriate behavior and assumptions for the Church at large. Such a theory seems un-likely to appear on the horizon in the foreseeable future, if at all. What seems far more plausible and realistic to expect is an acceptance of pluralism in theology, philosophy, Church structures, and social customs and laws. Worldviews and Polarization This contrast between the classicist and historically conscious worldviews has influenced greatly the polarization so evident in religious communities today. At the roots of the various groupings whose labels have become pop-ularized-- liberal vs. conservative, old vs. young, secular-minded vs. cultic --often lies this more fundamental difference in the very approach to reality which religious and other Catholics now have. Inevitably, religious working within the historically conscious worldview will be more prone to accept or even to foster change in structures, in theological understandings, in the manner of doing Christian service to the world, in the proper exercise of authority in their community, and in traditional laws and customs. Since their entire outlook on reality promotes change and development in the name of human and Christian progress, and diversity and tentativeness in all formulations, which must of necessity be time-conditioned, they will urge these qualities in all aspects of religious life. Bedause their worldview con-centrates more on the human person in his concreteness and uniqueness, they will react strongly against whatever structures, institutions, and under-standings hinder the individual's fulfillment. A deeper interpersonal sharing at a different level of friendship than found in traditional approaches to religious life will leave these religious unsatisfied with forms of life which they find impersonal, institutionalized, and shallow. De~ires for small group-living frequently result from their reaction to such weaknesses, which they discern in large religious houses. Such issues as those of optional celibacy for secular priests, the ordination to priestly ministry of women, freedom of life style for priests and religious in such matters as dress, residence, and occupation, remarriage or readmis-sion to the sacraments of the divorced, and collegial living without a local authority in the person of a superior flow more naturally from a person whose fundamental outlook remains open to newness and progress in the sense described and whose value system places great emphasis on the indi- Pluralism and Polarization / :251 vidual person's development. Often enough, the individual religious will not have clearly articulated the theoretical foundations of his basic worldview or framework for thinking and judging; he simply finds himself doing it rather consistently without much reflection. No more than for many a person operating within the classicist worldview, his basic presuppositions and unarticulated theory rarely enter formally into discussion. Unless other members of religious communities come to appreciate this basic contrast in worldviews, they will find it most difficult to understand the rationale for many present-day movements and for viewpoints like those described previously. They will greet each new issue in the community with dismay, wondering why large numbers of their own community fail to see things their way. "Where have they gone wrong?" may be their continuing puzzled query. They will not grasp that an entirely different framework, the historically conscious worldview, has its own inner logic, as compelling for its adherents as their own classicist approach. One need not, of course, actually agree with the historically conscious worldview in its main lines or certainly in its applications. Unless one has some minimal understanding ot~ its overall thrust, however, one seems doomed to confusion, so far-reaching has been its influence and acceptance. Rancor and anger leading to hardened opposition of polarized camps may eventually set in. This seems already to have occurred in numerous instances in religious communities and rela-tions have become strained or, in some cases, non-existent. The Danger of Worsening The pluralism of opinions has threatened and disturbed many religious precisely because it has unsettled the foundations of their entire worldview and the conclusions which flow from it. The wonder, at times is that more polarization fails to exist, given the chasms in viewpoints. A hankering after the former uniformity in outlook and the accompanying security may under-standably have crept into one's (onsciousness in this charged atmosphere. Condemnation of unexamined new approaches as untenable or foofish may prove the only sustainable defense for the threatened and vulnerable person trained in another way in a different era. Conversely, religious who operate within the historically conscious Worldview may retreat into an unsubstan-tiated dogmatism in reaction to this rejection which they sense in their fellow religious. The wounded feelings they experience may lead some into frustrated withdrawal, whose sequel will be loneliness and depression. In overreaction, others may lash out negatively against traditional values and customs, denying in the process the continuity with the past which will insure the future. This unhealthy and mutally destructive atmosphere will breed a polarization far removed from the ideals of Christian community. Unless some steps toward amelioration of this situation can be under-taken, the current crisis in some religious communities seems likely to con-tinue and to deepen. An already bad situation may worsen. In particular, 252 / Review ]or Religious, l/olume 32, 1973/2 the strong, balanced, and idealistic candidates needed so badly in religious communities will not be attracted to a divided and polarized group who seem unable to live the unity their very notion implies. A deep and urgent crisis exists; yet the tone of given communities sometimes manifests business as usual in an atmosphere of unrealistic hope for a better future. Doomsday prophets are usually proved wrong and their message hardly accords with Christian hope. Yet Christian hope has always avoided the twin shoals of despair and presumption. Both undue pessimism and unwarranted optimism remain excluded. Coping With Pluralism and Polarization What suggestions can be offered for coping with pluralism and its fre-quent companion, polarization? At the outset, it would be profitable to recall that any such discussion should proceed within the prayerful recol-lection of Jesus' prayer "that they may all be one, even as you Father in me and I in you; that they may all be one in us." Religious communities' unity must fit within this larger context of the unity among men and the unity of the Church, as prayed for by Jesus. Constant prayer for faithfulness to the gospel ideal of loving union with all one's neighbors should mark every Christian. I-Iow much more so in those situations when religious experience disunity, discord, and polarization? Prayer for one another, reflection on those features which the religious share in common, and a positive desire for loving union should receive more emphasis than often seems the case. Besides these most fundamental suggestions, several more come to mind. First, it would seem helpful as a starting point to realize and expect that pluralism will be unavoidable in the years ahead in most areas of Church life and theology. Pluralism will not simply go away overnight, if at all. The fundamental differences in outlooks among Catholic moral theologians, for example, in such basic matters as the existence of absolute norms, the epistemology of theological ethics, the use of Sacred Scripture, the binding force of the Church's teachings on moral matters, the importance of esti-mating consequences and employing empirical data, all point to long-reaching splintering into various camps of moral theologians for the fore-seeable future. Logically, authors who disagree on such basic items must disagree also in matters pertaining to medical ethics, sexual ethics, social issues, or any other concrete moral question. Similarly, the different worldviews employed by religious who live under the same roof or in the same province dictate perforce some degree of continued divergence on matters pertaining to their religious lives. Keeping these facts in mind, expectation of pluralism in a realistic way may cut away some of the unnecessary emotional defenses which hinder rational analysis of the new premises and conclusions. In this unhampered atmosphere, de-fensiveness will diminish, hopefully, and reasoned consideration and genuine dialogue, in the sense of a candid exchange of views, may follow the more Pluralism and Polarization / 25
Issue 28.6 of the Review for Religious, 1969. ; EDITOR R. F. Smith, S.J. ASSOCIATE EDITORS Everett A. Diederich, S.J. Augustine G. Ellard. S.J. ASSISTANT EDITOR John L. Treloar, S.J. QUESTIONS AND ANSWERS EDITOR Joseph F. Gallen, S.J. Correspondence with the editor, the associate editors, and the assistant editor,.as well as books for review, should be sent to I~VIEW FOR RELIGIOUS; 612 Humboldt Building; 539 North Grand Boulevard; Saint Louis, Missouri 631o3. Questions for answering should be sent to Joseph F. Gallen, S.J.; St. Joseph's Church; 32~ Willings Alley; Philadelphia, Pennsylvania + + + REVIEW FOR RELIGIOUS Edited with ecclesiastical approval by faculty members of the School of Dt, imty of Saint Louis University, the editorial offices being located at 612 Humboldt Building, .539 North Grand Boulevard, Saint Lores, Missouri 63103. Owned by the Missouri Province Edu-cational Institute. Published bimonthly and copyright (~) 1969by REVIEW FOg REmnlous at 428 East Preston Street; Baltimore, Mary-land 21202. Printed in U.S.A. Second class postage paid at Baltimore, Maryland and at additional mailing offices. Single copies: $1.00. Subscription U.S.A. and Canada: $5.00 a year, $9.00 for two years; other countries: $.5.50 a year, $10.00 for two years. Orders should indicate whether they are for new or renewal subscriptions and should be accompanied by check or money order paya-ble to REVIEW FOR RELIGIOUS in U.S.A. currency only. Pay no money to persons claiming to represent REVIEW FOR RELIGIOUS. Change of address requests should include former address. Renewals and new subscriptions, where accom-panied by a remittance, should be sent to REVIEW FOR RELIGIOUS; P. O. BOX 671; Baltimore, Maryland 21203. Changes of address, business correspondence, and orders not accompanied by a remittance should be sent to REVIEW RELIGIOUS ; 428 East Preston Street; Baltimore, Maryland 21202. Manuscripts, editorial cor-respondence, and books for review should be sent to REVIEW FOR RELIGIOUS; 612 Humboldt Building; 539 North Grand Boulevard; Saint Louis, Missouri 63103. Questions for answering should be sent to the address of the Questions and Answers editor. NOVEMBER 1969 VOLUME 28 NUMBER 6 BROTHERS THOMAS MORE, C.F.X:, AND LEO RYAN, C.S.V. Development: A New Challenge to Religious In a majority of the articles written these days in religious journals, the emphasis has been largely on areas which are of great concern for those seeking ways to achieve renewal and adaptation in the religious life. As a result, new and valuable insights have been gained in such areas as government, the evangelical counsels, prayer, community, personal responsibility, the aposto-late, secularization, and formation. There is, however, one significant movement which has yet to be fully treated in journals written for re-ligious. And because this movement could elicit from the religious families in the Church a response corre-sponding to that which characterized the great move-ments in the past, we want to draw the attention of religious to this phenomenon so that it" can become a + growing part of the literature on renewal and adapta- + tion. This movement can best be described as development. Because development is still more or less in its infancy stage, only gradually emerging into a full-blown move-ment in society and in the Church, it is not our in-tention to give here a definition of the term. Instead, we want to describe a number of events and programs which will illustrate not only the potential dynamism of de-velopment but also the implications which it has for religious institutes. On January 6, 1967, Paul VI issued the motu proprio Catholicam Christi Ecclesiam setting up the Pontifical Justice and Peace Commission. The objective of this Commission would be "to arouse the people of God to 869 Thomas More, C.F.X., is superior general of the Xa-verian Brother~; Antonio Bosio 5; 00161 Rome, Italy. Leo Ryan, C.$.V., is general councilor of the Viatorian Fath-ers and Brothers; Via Sierra Nevada 60; 00144 Rome, Italy. VOLUME 2B, 1969 + 4. 4. Brothers More and Ryan REVIEW FOR RELIGIOUS full awareness of its mission at the present time, in order on the one hand, to promote the progress of poor nations and encourage international social justice, and on the other, to help underdeveloped nations to work for their own development." 1 Shortly after establishing this new curial organ, Paul VI issued his famous encyclical, Populorum progressio, which is the charter of the Pontifical Commission and its basic text. The call of the encyclical is to all the Church, which is to be educated, stimulated, and in-spired to action by it. Cardinal Maurice Gilroy of Quebec, president of the Pontifical Commission, and Monsignor Joseph Gremil-lion, its secretary, set about the arduous task of travel-ing throughout the world to create national commis-sions for justice and peace witkin bishops' corr[erences. After this work had been completed, the commission turned to the Union of Superiors General in Rome to solicit its support. Monsignor Joseph Gremillion per-sonally addressed the Union, urging it to establish con-tact with the Commission and to take an active role in the promotion of the aims of development within all the religious families of the Church. in May, 1968, the Union unanimously approved the writers of this article as its official liaison with the Pontifical Commis-sion. Now that the liaison committee has been in existence for one year, it is in a position to discern a number of trends which indicate the response religious institutes will make to development in the immediate future. The remainder of this paper will be devoted to an elabora-tion of these trends and a brief description of the more important programs from which these trends have is-sued. At the present time we see four trends in development which have significant implications for religious insti-tutes. It is very dear now that development has an ecumenical character. Second, because of the nature of development, religious institutes will be looking for- 1Father. Arthur McCormack makes the following clarification: "The name Justice and Peace must be understood in the following way: Justice means social justice within and between nations so that every human being should have conditions of life in keeping with his human dignity, which will enable him to progress towards a fully human development--to the fullness of a more abundant life~ and enable him also to make his contribution to building a new and better world. Peace is to be understood, not in the sense of main-raining peace or working for peace in the political or diplomatic sense, but in the sense of building peace--the new name for peace is development--producing the conditions that are fundamental for peace, a more just, humane, better world in accordance with para. 76 of the Encyclical, Populorum Progressio" ("The Pontifical Com-mission Justice and Peace," World Justice, v. 8 (1967), pp. 435-55). ward to training specialists in planning, sociology, tech-nology, and social justice. Towards this end, some re-ligious institutes are establishing within their general administration a secretariat for development, Third, there is a growing spirit of collaboration within re-ligious institutes, since it is evident that no religious family can tackle the problems with its own resources. Finally, there is a search for a new theology of develop-ment. 1. Ecumenical Character oI Development In the spring of 1968, the Pontifical Commission of Justice and Peace, the Catholic .Rural Life Society, under the direction of Monsignor Luigi Liguitti, SEDOS, FERES, and ISS2 sponsored a two-day seminar on the Church in developing countries at the theologate of the Oblates of Mary, Rome. This seminar was arranged specifically for superiors general and their curias to acquaint them with development. However, interest in the meeting was so great that it turned out to be a cross-section of some of the most important European bodies having a Third World orientation. At the meet-ing were representatives from several Roman Congrega-tions, the German mission-sponsoring agencies Adveniat and Misereor, Caritas Internationalis, Protestant ~6b-servers, sociologists, and a number of developing organi-zations from Italy, France, Germany, Belgium, and Hol-land. The Catholic-Protestant team under the direction of Canon Houtart (FERES) and Professor Egbert de Vries (ISS) gave the audience a report of their three-year Ford-funded study of the Churches' work in the four developing countries of India, Brazil, Indonesia, and the Cameroons, in the areas of education, medicine, and social work.3 But of far greater importance than any of the socio-logical findings of the three-year study of FERES-ISS was the ecumenical character of the study and the seminar. The meeting was tangible evidence of the growing spirit of collaboration between the Catholic Church and the World Council of Churches, especially in an area which was once the most sensitive one in ~SEDOS (Servizio di Documentazione e Studi) is a cooperative documentation and research venture on the part of about thirty superiors general in Rome. FERES (Federation Internationale des Instituts Catholiques de Recherches Socio-religieuses) is the inter-nationally well-known research center in Brussels. ISS (Institute for Social Studies) is the Protestant counterpart of FERES and is lo-cated at The Hague. 8 A report of this seminar has been published by SEDOS under the title, The Church in Developing Countries;.Via dei Verbiti, 1; Rome, Italy. ÷ ÷ Development VOLUME 28, 1969 871 4" 4" Brothers More and Ryan REVIEW FOR RELIGIOUS the past--the developing countries. It is not surprising, then, that one of the most important conclusions ac-cepted by the superiors general was that cooperation between the different denominations be extended. Moving quickly from theory to action, the superiors general of several congregations devoted to medicine shortly after the seminar entered into discussions with the Christian Medical Commission, a semi-auton-omous organism related to the World Council of Churches. As a result of a number of meetings between Mr. J. McGilvray of the Executive Committee of the CMC, Geneva, and these religious congregations, the CMC Executive Committee reached the important con-sensus this past March that five Roman Catholic con-sultants would be appointed to the Commission after nomination by the Secretariat for the Promotion of Christian Unity. These consultants were present at the Commission's general assembly in August of this year. A third example of ecumenical cooperation in de-velopment is of far greater significance, since it was mounted on a larger international stage. In 1967 the World Council of Churches and the Pontifical Commission of Justice and Peace formed the E~ploratory Committee on Society, Development and Peace (SODEPAX) as an experimental instrument for ecumenical collaboration. Father George H. Dunne, S.J., formerly of Georgetown University, was appointed by Dr. Eugene Carson Blake and Cardinal Maurice Roy as joint secretary of this committee. SODEPAX held a conference in April, 1968 on world cooperation for development in Beirut, Lebanon, to which it invited sixty specialists from all over the world. The participants were Protestants, Orthodox, Catholics, observer-consultants from intergovernmen-tal bodies, and two participants from the Muslim com-munity of Lebanon.4 The conference was the first attempt on the part of the World Council of Churches and the Roman Catholic Church to jointly study and plan the involve-ment of the Christian bodies for the betterment of society. It is a concrete example of the way churches will unite their moral forces towards achieving human dig-nity and world peace. One of the conclusions of the meeting states this objective in terms which make an appeal to all religious: This Report has suggested many ways in which the Churches, acting together, can foster development programs both in ¯ A report of this conference has been published under the title, World Development, the Challenge to the Churches; Publications Department; The Ecumenical Center; 150 Route de Ferney; Geneva, Switzerland. the advanced and developing countries. Joint action for de-velopment will serve basic Christian aims. To work for devel-opment is to express in particular measures the aspiration for brotherhood and human dignity for every individual. And it can also be a significant contribution toward a more orderly and peaceful world. Development can gradually reduce the gross imbalances which promote instability; working together can encourage a wider sense of community among mankind; and the strengthening of international agencies will create structures for common effort and order. These three examples of ecumenical collaboration in the field of development are growing evidences of the need for all religious institutes to work together with other Christian bodies to concert their actions for play-ing their part in the long task of building a more stable international order of well-being and peace for the whole human family. This ecumenical spirit should be built into the thinking and planning of general and provincial chapters, constitutions, formation programs, and the apostolic work of religious families. It should also be the concern of national conferences of re-ligious institutes. The work is of too vast proportions to be left to the interest of those few religious who have up until now been involved in development. 2. Specialists and International Vocation The second trend in development in religious com-munities is the deployment of personnel to act as specialists in the Third World, along with the estab-lishment within general curias of a secretariat for de-velopment. Shortly after the seminar on the Church in develop-ing countries, Misereor approached the superiors general with an offer to provide funds for the training of some specialists who would assist bishops' conferences in de-veloping countries in setting up offices of trained experts in planning. The offer came as a result of the dis-cussions at the seminar concerning the lack of the skills of planning for the proper deployment of dwin-dling personnel, the retooling of personnel for meeting the new needs of the day, and the necessity for co-operating with governments in national planning. The time had come, it was agreed, for religious com-munities to become deeply involved in this modern approach and to train experts who would have com-petency as well as apostolic zeal. After many months of discussions with the superiors general, Misereor agreed early this year to provide funds for the training of highly qualified development experts for the countries of Indonesia, East Africa, and the Congo. Other countries would be added as the pool of experts becomes larger. As the agreement was finally 4, 4, Development VOLUME 28, 1969 873 Brothers More ¯ and Ryan REVIEW FOR ~ELIGIOUS worked out, the funds are in the form of a scholarship for 'the trairiing of experts in the fields of social ac-tion, science, communication, cooperatives, trade unions, medicine, agriculture, and technology. These experts would be seconded to central advisory and coordinat-ing bodies in the selected countries and would devote themselves specifically to the analysis of the problems, the planning of a strategy, and the coordination of pro-grams with national planning. This new type of service would be rendered by the religious ~ommunities only at the invitation of interested bishops' conferences of one of the three countries. This proposal clearly indicates that as the religious communities become more involved in social action, they will need more experts in this field. It also be-comes increasingly clear that religious congregations will now turn their efforts towards promoting and edu-cating a corps of highly qualified men and women who will act not for their individual communities alone but in teams for ihe good o[ society. This task force con-cept of highly competent religious from different in-stitutes could be the most dramatic response of religious congregations to the challenges provided in the Third World. From what we have just said, it is evident that re-ligious will have to respond more promptly and in-telligently to what we would call the apostolate of internationalism. To act as specialists in the Third World, to become globally involved in development, re-llgious will be entering more actively into what Barbara Ward calls our planetary community, a community which. cuts across all the lines and barriers of nations and races. In such a community, religious ought to feel very much at home, especially since the vision of all founders of religious communities extended beyond the hori-zons of a particular country or culture. That spirit which inspired founders to send their men and women to meet the needs of mankind in all parts of the world must now impel their followers to send trained and competent personnel to participate in international bodies which are working to achieve the humaniza-tion' of mankind. This apostolic thrust could be as dramatic and far-reaching as the missionary journey of Francis Xavier to the Indies. There are a number of religious currently engaged in this international apostblate. Those we have met or know of are: Father John Schutte, S.V.D., who was recently appointed by Pope Paul as assistant to Mon-signor Joseph Gremillion, Secretary of the Pontifical Commission of Justice and Peace; Father Arthur Mc- Cormack, M.H.M., special consultant to the same Com-mission; Father Philip Land, S.J., Gregorian University, Rome; Father George H. Dunne, s.J., SODEPAX Joint Secretary, Geneva; Father Thomas F. Stransky, C.S.P., Secretariat for Promotion of Christian Unity; Mother Jane Gates, Superior General of the Medical Missionary Sisters, who is working with the World Council of Churches in the field of medicine; and Father Theodore M. Hesburgh, C.S.C. The first indication we have of a religious institute becoming serious about development and the promo-tion of the international apostolate is the derision of Father Pedro Arrupe, superior general of the Jesuits, to establish a secretariat for development within the curia of his general administration. Father Francis Ivern has been appointed by Father Arrupe to head this secretariat. Similar offices could be set up in many of the larger congregations of men and women. In the case of smaller units, it is quite possible that interested and competent religious could be, as a matter of policy, trained to take their place in general curias. Others could be as-signed to work on task forces, national bishops' con-ferences, international or national research centers, na-tional conferences of religious, and the pontifical or the national conferences of justice and peace. 3. Spirit of Collaboration It is quite evident from what has been said above that there is growing within religious congregations and institutes a greater spirit of collaboration to make the response called for by Populorum progressio and the objectives of the Pontifical Commission of Justice and Peace. Since the work of development is of such gigantic proportions, no one rellgious institute can unilaterally plan its involvement in it. No one individual religious, or even a cadre of them, can shoulder the heavy re-sponsibility of this new apostolate. It must be the work of all religious, or the efforts for the humanization of mankind will be considerably weakened. One model of collaboration already exists in Rome. It is an organization to which we have already re-ferred many times, namely, SEDOS. This voluntary organization of a number of superiors general, formed only six years ago on the initiative of a few missionary congregations, has in a short time given proof of the results that can flow ~om the spirit of collaboration. Within a span of just one year, for imtance, SEDOS has held a seminar on development, a symposium on the theology of development and mission, and a con-÷ ÷ ÷ Developme~ VOLUME 28, 1969 875 Brotmheurl s. RM~oarne REVIEW FOR.RELIGIOUS terence on intermediate technology. As noted already, it has worked out an agreement with Misereor to finance the education of a number of specialists for developing countries. It is also actively engaged in es-tablishing guidelines for a mutual exchange of ideas between the World Council of Churches and medical missionary congregations in the field of medicine. SEDOS is unique in a number of ways. Its member-ship consists of both men and women religious. Its ex-ecutive secretary is Father Benjamin Tonna, a secular priest from Malta, who is a professional sociologist. The director is Miss Joan Overboss, a multilingual expert from Holland. But its uniqueness lies principally in its spirit of co-operation among the superiors general in facing the new problems evolving from the Third World. Since there was no structure among religious institutes or in any Roman curial congregation to help religious fami-lies prepare themselves for their involvement in the work of development, superiors general united their forces to establish a documentation and research center which would enable them to convert from a family business to a modern and efficient concern. Thus, for the first time in the Church's history, religious congre-gations have banded together at the highest level to make their contribution in an area in which the Church in recent years has focused its principal at-tention. This same spirit of collaboration is evident in such countries as the Congo and Indonesia, where religious are working together with bishops' conferences in es-tablishing planning secretariats. Quite recently we read an appeal by the East African conference of religious to its membership to turn itself to the question of de-velopment and to form a task force that would assist the bishops' conferences in establishing a secretariat for development. If religious congregations are to involve themselves in this apostolate, this spirit of cooperation must con-tinue to grow. Many religious want to see their in-stitutes take decisive measures to execute the social objectives of Populorum progressio and to work actively to achieve the goals of the Pontifical Commission of Justice and Peace. The younger generation of religious also want to become actively engaged in working to create conditions within and between nations that are in keeping with the human dignity of man. But they need some concrete programs to give them direction. As a step towards establishing some programs, con-ferences of religious and individual institutes could give attention to the following suggestions made by the Pontifical Commission of Justice and Peace at the end of its first plenary meeting of March, 1967: 1. That Bishops' Conferences, teaching orders and all those concerned with education should be encouraged to include the teaching of international social justice in the curricula of schools, seminaries, universities and all institutions of learn-ing. 2. That retreats, sermons and specifically religious instruc-tion should emphasize the discussion of world justice, ~. That such curricula should be, where possible and suit-able, worked out on an ecumenical basis. 4. That competent study groups, again when suitable on an ecumenical basis, should continue the work of elaborating a doctrine of world-wide development and justice. 5. That lay groups of all kinds be invited to include world justice in their programs of adult education and, when com-petent to do so, assist the Commission in suggesting programs for the mass media. 4. A New Theology ot Development A concern very often expressed at the seminar on de-velopment alluded to above was that what was needed was an honest exchange of views on the theological foundation of development. In fact, one of the prin-cipal resolutions of the seminar asked the Congregation for Evangelization to put the theology of development on its agenda for its next meeting and for eventual presentation to the Holy Father as agenda for the next Synod of Bishops. Another resolution requested a sym-p. osium on mission and development. These two actions reveal that a theology of develop-ment has become a matter of urgency for religious. So long as the effort of missionaries was expended 'within the limits of a parish or a diocese, no special problem presented itself. But today the organization of develop-ment has become a much more complex affair; it has assumed the dimensions of whole nations, of entire continents, of the planetary community itself. While such a task calls for specialists, the ordinary missionaries run the danger of no longer seeing and understanding the role they are called on to play in the task of de-velopment. They stand, then, in perplexity when faced with the contradictory opinions of theologians. If some theolo-gians insist on the irreplaceable character of the proc-lamation of God's word and of the sacramental ministry, missionaries taken up with the tasks of development be-cause of the demands of the situations in which they find themselves and the concrete needs they daily encounter are troubled by an uneasy conscience. If other theologians stress the primary role of development, then those mis-sionaries whose tasks are those which belong to the more + + + Developmem VOLUME 28, Z969 8?7 traditional patterns of the apostolate begin to question the value of what they are doing. It was in response to this perplexity that the superiors general of SEDOS held a mission theology symposium in Rome this past April. Theologians from Europe and other parts of the world were invited to tackle this prob-lem first among themselves, and second in open discus-sions with the generals and their staffs.~ This symposium's importance lies in the fact that it has brought before religious congregations the theologi-cal dimensions of development, while adding to the growing literature on tlfis subject. This hard confronta-tion with the realities of development is a hopeful sign of growth within the Church and religious institutes. And instead of standing before the reality with perplex-ity and bewilderment, religious institutes, with their sense of global dedication, ought to be in the vanguard of working out a new theology of development. This mission theology symposium should set the pace for all religious families of the church. It has been our intention in this paper to draw the attention of religious to the phenomenon of develop-ment so that it can become a growing part of the litera-ture on renewal and adaptation. As a contribution to this literature on renewal, we have pointed out four major trends we have noted over the past year in the field of development as they affect religious institutes. The contribution religious can make to development, we are convinced, is enormous. The single attempts being made here and there must spring into a massive effort that will engage religious in a venture that has taken the center stage of the Church. If development is the new word for peace, it is a new challenge to religious. ~ Preparations are being made for the publication of the pro-ceedings of this symposium in various languages. The English edi-tion will be published by Maryknoll Publications. Brothers More and R~an REVIEW FOR RELIGIOUS JAMES A. CLARK Placing U. S. Personnel in Latin America Once a bishop or provincial decides to give manpower assistance to Latin America, he quickly discovers the dif-ficulties of attempting to find the wisest way to assign priests, brothers, or nuns to projects in Latin America. Since few authorities can agree on proper priorities for such placements, a superior is wise to recognize im-mediately that optimum, effective assignment of per-sonnel throughout Latin America represents an unat-tainable goal. In the past, assignment of American religious in the southern half of the hemisphere resulted from acciden-tal factors. The high ratio of Americans in Peru derived from the efforts of a zealous nuncio who welcomed them warmly. The large numbers of Americans in Guatemala result from a statistic that indicated that Guatemala had the worst proportion of priests to peo.ple of any Latin American country. Bewildered superiors anxious to respond to appeals of the Vatican to send missionaries to Latin America seized on this fact as a reason to send their subjects to Guatemala. Localized concentrations of Americans usually can be traced to a friendship begun at the Vatican Council between North and Latin Ameri-can Church leaders or through the bonds of a religious community existing in both halves of the hemisphere. The complexity of properly placing people in Latin America appears as a new problem because previously the allocating of workers to missionary lands did not require any accommodation with a structured Church in the foreign situation as is the case now in Latin America. One locale appeared as needy and worthwhile as another for apostolic laborers. The presence of a viable and strong Church in Latin America demands :extreme delicacy in interposing foreigners to serve that Church. Yet the need is so general and widespread in Latin America that from a spiritual point of view it has be- 4- ÷ James A. Clark is a staff member of the apostolic delegation at The Manor House in Rockcliffe Park; Oto tawa 2, Canada. VOLUME 28, 1969 879 come impossible for even the indigenous Church to ar-rive at a generally satisfactory set of realistic and valid preferences. Priorities which have aided in the distribution of financial grants are applicable in part to the appoint-ment of people even. though this latter commodity, people, raises mnch more profound questions since it is so much more precious and scarce in Latin America. This dilemma especially concerns diocesan priests be-cause the international 'religious communities already have a functioning system for distribution of their mem-bers. This arrangement, made under the auspices of the Holy See, has served for generations and enables provincials to provide staff for missionary areas without an agonizing analysis in each case. Those communities without Latin American branches and bishops entering the field for the first time find the subject distressingly difficult. The. Most Reverend Marcos McGrath, Second Vice- .President of the Bishops' Council for Latin America (GELAM), has encouraged even the religious communi-ties to refuse to cling to traditional apostolates and to become open to new forms of ministry: Priorities of needs in the churches of Latin America can be determined most effectively when undertaken by a national episcopal conference. Deciding who comes first is a difficult exercise in the spirit of collegiality because each bishop would like to see his diocese at the top of the list. But it is a necessary exercise and is of great assistance to those from abroad who want to know what the bishops as a whole think about the needs of their country. A listing of priorities may indeed be prepared, by a special committee named by the local bishops. Such an arrangement has been requested in some instances by various organizations of assistance. CELAM's continental sec-retariat of the Latin American bishops may indicate some gen-eral priorities of needs through its specialized departments. ÷ ÷ REVIEW FOR RELIGIOUS Several complex plans have been proposed to resolve the problem of placement. The secretariat of the U.S. Bishops' Committee for Latin America once devised a coordinating committee of ten expert advisers to counsel bishops on the proper method of allocating personnel for Latin America. However since the ten could not agree among themselves on how to achieve best results the committee never met and the plan died. The secretariat received requests from most of the ecclesiastical jurisdictions in Latin America (more than 600) and circulated these to bishops and superiors of religious houses. However, no attempt to provide criteria for selecting one petition over another ever appeared. Standard policy urged superiors to.visit potential recipi- ¯ ent areas personally, a rather unrealistic suggestion for harried superiors already overstocked with requests for their manpower. Naturally, bishops prefer to retain jurisdiction over their priests. For this reason the concept of a military ordinariate type structure to recruit, train, and appoint personnel in Latin America failed to receive widespread acceptance, since experience .with military chaplains alerted bishops to the fear of losing control of their sub-jects for the major portion of their ministerial lives. Several prominent churchmen, support attempts to permit diocesan priests to serve in a religious community on the missions through a temporary connection with a religious order. Only diocesan priests who have lived for any length of time in the house of a religious society can foresee the difficulties of this plan. In spite of abundant good will on the part of all involved there is no escaping the feeling on the part of the secular priest that he is a "junior" or "non-incorporated" subject, without status and without the possibility of participation in decision making sessions. Likewise, this association causes the priest to lose identity both at home and abroad as a diocesan priest serving temporarily on the missions. The entry of diocesan priests with previous parish ex-perience into missionary areas revealed the value of these men over those who went directly to the missions upon ordination without any experience in a normal parish situation to use as a barometer for their missionary en-deavors. A diocese-to-diocese setup is not workable because one diocese in the States cannot properly provide for train-ing, support, leave time, illness, vacations, and so forth of overseas staff. Yet a method must be found which preserves the interest of the home diocese which usually provides the financial wherewithal enabling the Latin American mission to function. Other proposals include appointing men for a time to a national conference of bishaps in a given country, in-cardinating priests temporarily into a Latin American diocese, or assigning them to the U.S. Bishops' Com-mittee for Latin America, which, in conjunction with the U.S. and Latin American bishops involved, could arrange for training and distribution of priests. Two countries have established national offices to deal with this issue, and bishops assigning men to either Chile or Brazil need only refer to the national offices for ad-vice. Several methods of providing diocesan priests to Latin America have sprung up among the 76 dioceses involved in this effort. 24 dioceses merely permitted priests to go to Latin America. 17 assumed responsibility to support the volunteer priests during their term of Latin Ameri- 4- 4- 4- Latin America can service but they make no provisions for the assign-ment of these priests. 34 accept the task of supporting a parish or several parishes in Latin America. In Boston, Richard Cardinal Cushing founded in 1958 a society to bring these diocesan priests together. Currently this St. James (the Cardinal's middle name) Society counts slightly more than 100 members from 30 dioceses in the U.S. and several European countries. This corps pro-vides pastoral services to a half million people spread across Peru, Ecuador, and Bolivia. It represents the best vehicle currently available for sending diocesan priests to Latin America. A similar organization for pooling nuns going to Latin America received attention at an inter-American meeting of Bishops at Georgetown University in 1959 but has failed to be implemented. In attempting to establish priorities, the national conferences of Bishops in Latin America have proved to be a boon although usually the primatial archbishop in a country tends to see his own needs first and with good reason for he usually presides over the largest metropoli-tan portion of that country. But rural bishops complain about the criteria when they witness most foreign ar-rivals remaining in the capital city. Both CELAM and the Pontifical Commission for Latin America have sought to provide a solution in this sensitive area but without success, as most attempts at coordination cause disputes over the choice of one diocese over another as beneficiary of American clerics. Originally the Pontifical Commission offered the facili-ties of the nunciatures throughout Latin America as clearing houses, but a.fear of Roman control of the en-tire movement impelled both donor and petitioner dioceses to bypass quietly any Commission services. As a former nuncio in Panama, the late Archbishop Paul Bernier commented on this question during his tenure on the Canadian Bishops' Commission for Latin America: lames A. Clark REVIEW FOR'RELIGIOUS I think there is a strong feeling against forming a society of any kind. Most of the bishops, if I understand well, insist on having and keeping an effort of the secular clergy as such with no affiliation, neither to the diocese ad quam nor to any particular religious or semi-religious society but to keep all of them [the priests] incardinated in the diocese a qua. If they don't want to stay there for more than five years, or if for any other reason they cannot remain, they come back to their own diocese just as if they were never out of it. I think that in Canada at least the impression of the bishops would be rather contrary to affiliating or incorporating our diocesan ~nd secular priests to any particular society. Most bishops would be willing, however, to send according to their abilities one or two, five or ten priests, to some form of, not a society, but a responsible organization which in the last analysis would be in the hands of the Episcopal Committee for that. Whoever accepts responsibility for such appointments will have need of some priorities or guidelines since the priestly requirements of Latin America could not be fulfilled if every priest in. the United States went to Latin America. Some principles to follow in this area would include the following points. The i~rst choice to be made is a selection of a category of work for a religious volunteey, that is, shall I send my priest (or brother or sister) to work as a catechist, teacher, parish worker, or what? The departments of CELAM indicate the critical apostolates which normally will have first call on foreign services: education, medi-cine, social service, relief, charity, seminary/vocational work, catechetics, student/university apostolates, and service to laborers. Next the superior must choose a geographical classifi-cation, that is, shall I send him (her) to serve on the con-tinental level with CELAM, or on the regional or na-tional level with the conferences of bishops, or to the diocesan and local level. Foreigners often function best in posts removed from the intimate personal relation-ship of priest-to-parishioner which reqmres sensitive cul-tural perception. Usually their North American organi-zational talents achieve widest impact on a broader scale at the continental, regional, or diocesan levels. Also a decision must be made as to whether to send personnel to the rural or urban locations. Many Mary-knollers in Latin America have regretted the decision made many years ago to spread Society members across the mountain ranges. The impact of an individual is broader in the cities. On the other hand Cardinal Cush-ing says that the revolution in Latin America will be born in the mountains and the Church ought to be there. At one time it was thought preferable to assign North Americans to dioceses with North American bishops at the helm. This principle has been subsequently disre-garded since it leads to a danger of creating a church within a church, one foreign and one native. The monster parishes which have arisen in Latin America as a resuh of abundant American material and personnel aid have become a source of distress for Latin Americans and embarrassment for North Americans. Parish A flooded with American assistance can only re-flect poorly on parish B which is struggling along with local resources only. OccasionaIIy a choice arises between placing people in projects underwritten by private industry or govern-÷ ÷ ÷ Latin America VOLUM~ 28~ 1969 883 4- 4- REVIEW FOR,RELIGIOUS 884 ments, for example, a company hospital or a state nor-mal school. These opportunities sometimes permit the assure, ption of responsibilities which would otherwise be financially prohibitive; on the other hand, alliance with a government or industrial concern can be severely det-rimental to the Church image and impact. .One essential requirement demands that the project given help be integrated into the local church structure. For this reason each local request must be approved by the national conference of bishops to insure that it co-ordinates with the national pastoral plan. From the viewpoint of the candidate to be sent to Latin America, if he or she speaks one of the languages of Latin America or has studied or served in a particular country naturally it is logical to assign the person to that place. All attempts to satisfy reasonable personal preferences will reduce the inevitable cultural shock suffered by v, olunteers. A first principle of sending people into Latin America is that they be sent as members of a team effort and never individually. The ability of the subject offering his services will sometimes be the final determinant of assignment; a seminary professor will not serve best in a slum parish nor will a Trappist normally function well in a mass communications program. Due to the profound social division in Latin America there is a need to predetermine whether personnel are to be placed in projects serving the wealthy or the im-poverished. In the latter case a realistic plan for external financing will normally be required. Projects which provide some hope of eventual self-sufficiency in regard to their staffing needs should be selected rather than those which will require permanent foreign workers. Realistic approaches to provide new solutions to basic religious problems of Latin America deserve special con-sideration. For examples, the novel approach to slum parish work of Father Andres Godin, a Canadian Oblate, in Lima, Peru; or that of American Oblate Edmund Leising who has developed a remarkable program in Brazil for promoting parish self-support through Ameri-can fund raising procedures; or the renowned apostolate of Father Leo Mahon in San Miguelito parish in Pan-ama who has discovered an entirely new process for parish effectiveness. These offer novel and successful approaches to stubborn problems. Similar examples of projects managed by Latin American priests themselves could be cited. Most superiors have the background to recognize that adequate and detailed financial arrangements must be agreed upon in advance by both sides to prevent animos-ity from developing on obscure financial responsibilities. The overall plan an agency presents ought to be ex-amined carefully to learn if it is realistically conceived. Experience in Latin America reveals that ill.constructed, idealistic proposals soon collapse. Those of us familiar with the problem of positioning personnel in Latin America are aware of the difficulties superiors face in this field. Hopefully some of the above remarks will assist the ongoing dialogue in this area and be of some assistance to those who seek to serve the Church by releasing people for work on the only Catholic continent of the globe. + + ÷ Latin America VOLUME 28, 1969 885 JOSEPH F. GALLEN, S.J. Comments on tl e Instruction on Formation Joseph F. Gallen, S.J., writes from St. Joseph's Church; $21 Willings Alley; Philadelphia, Penn-sylvania 19106. REVIEW FOR RELIGIOUS Prepostulancy Nothing is said in the Instruction on a prepostulancy period. Number 4 states that it would be worthwhile to consider whether the practice of going directly to the novitiate from such places as aspirancies, apostolic schools, or minor seminaries should be continued or whether an interval of probation should be had to develop the human and emotional maturity of the candidate. In the case of those obliged to a postulancy by canon 539, § 1, this development can be taken care of during the postulancy, which can last up to two years and also be made while residing outside any house of the in-stitute (n. 12). There is nothing in the Instruction for or against such places as aspirancies but, as is clear from what was said above, number 4 presumes that they will continue to exist. Postulancy (nn. 4; 10-2; 33) Importance. "Hence it follows that all institutes, even those that do not prescribe the postulancy, must at-tach great importance to this preparation for the novice-ship" (n. 4). Purpose. This is to judge the suitability and aptitude of the candidate; to give a preparation that will enable the noviceship to be made more fruitfully; to provide a gradual transition from secular to religious life; and to verify and complete, if necessary, the religious knowledge of the candidate (nn. 11-2). "Tentative" in number 11 of the Vatican English translation is not in the Latin text and "to formulate a. judgment" is to form a judgment. Power of general chapter. In institutes in which the postulancy is of obligation by common law (in insti-tutes of perpetual vows: all women but in those of men only lay brothers) or by the constitutions, the gen-eral chapter may keep in mind, for a better adaptation of the postulancy~ the following norms (n. 12): Duration. In institutes in which the postulancy is not obligatory by common or constitutional law, the general chapter may determine its nature and duration, which can vary for different candidates but should not be too brief nor ordinarily longer than two years. In institutes in which the postulancy is obligatory from common law, it must last at least six full months (c. 589, § I), and this minimum time is more probably retained in the Instruction; but the general chapters of these institutes may also follow the two-year limit, the principle that the time may vary for different candi-dates, and probably that the minimum time may be less than six months (n. 12). 1 do not think the right of canon 539, § 2, to prolong the postulancy for six months extends to a postulancy of two years. A postu-lancy longer than two years would not be very rea-sonable, especially since it can be varied within that time for the individual. Place. Preferably not in the novitiate house, and it can be profitable for it to be made wholly or in part outside a house of the institute (n. 12). The postulancy may therefore be so organized that the postulants con-tinue to reside in their homes or in such another place as a college. See also numbers 4 and 11. The latter speaks of a "gradual transition from lay life to that proper to the noviceship." Director. The postulants, wherever the postulancy is made, are to be under the direction of qualified re-ligious, between whom and the master of novices there is to be sedulous cooperation (n. 12). Dross. The determination of the dress of the postu-lants appertains to the general chapter (n. 33). How-ever, canon 540, § 2, had required simply that the dress of the postulants be modest and different from that of the novices. It could therefore have been secular but modest; special and uniform, but this was not neces-sary; religious, but different from that of the novices. Noviceship (nn. 4-5; 13-33) Maturity requisite Ior beginning noviceship (n. 4). The noviceship should begin when the candidate is aware of God's call and has reached that degree of human and spiritual maturity which will allow him to decide to respond to this call with sufficient and proper knowledge and responsibility: "Most of the difficulties encountered today in the formation of novices are usually due to the fact that when they were admitted they did not have the required maturity., it must ÷ ÷ ÷ Formation VOLUME 28, 1969 887 ÷ ÷ ÷ $. F. Gallen, S.l. REVIEW FOR RELIGIOUS 888 be affirmed that the age required for admission to the noviceship should be higher than heretofore" (n. 4). Place. The noviceship for validity must be made in a house legitimately designated for this purpose (n. 15) by the superior general with the consent of his council and according to the constitutions (n. 16). The superior general with the consent of his council and after consultation with the interested provincial may in a case of necessity permit also many novitiates in the same province (n. 17). When the small number of novices is not sufficient to promote community life, the superior general should, if possible, establish the novitiate in a community of the institute capable of aiding the formation of such a small group of novices (n. 18). To better meet some demands of their formation, the superior general may authorize that the group of novices be transferred during certain periods to another house of the institute designated by himself (n. 16). In particular and exceptional cases, the superior gen-eral with the consent of his council may permit that a candidate validly make his noviceship in a house of the institute other than the novitiate house, under the direction of a qualified religious acting as a master of novices (n. 19). Duration. For validity the noviceship must last for twelve months (n. 21). A continuous or interrupted absence from the noviti-ate group and house that exceeds three months ren-ders the noviceship invalid (ft. 22). In lesser absences the higher superior, after consulting the novice master and considering the reason for the absence, may in individual cases command an extension of the noviceship and determine its length, and this matter may also be determined by the constitutions (n. 22). Formative activity periods outside the novitiate house must be added to the required twelve months, nor may they be begun before a novice has spent three months in the novitiate (if the contrary is done, the noviceship be-gins only on the completion of the formative activity period) and must be so arranged that the novice spends a minimum of six continuous months in the novitiate, re-turns there at least a month before the first vows or other temporary commitment, and the time of the whole novice-ship extended in this manner may not exceed two years (n. 24). The noviceship amplified by such formative activity periods may not exceed two years, but this does not abrogate the right given to higher superiors in canon 571, § 2, to prolong the noviceship up to six months in a doubt about the suitability of a candidate. Such a prolongation is permitted in a noviceship of two years without formative activity periods. A higher superior for a just cause may permit first profession or commitment to be anticipated but not beyond fifteen days (n. 26). Formative activity periods. The general chapter by at least a two-thirds vote may experimentally enact, in keeping with the nature of the institute, one or more periods of formative activity outside the novitiate house, the number to be determined in practice accord-ing to the judgment of the master of novices with the consent of the higher superior, for the formation of the novices or, in some cases, for a better judgment of their aptitude for the life of the institute. Such periods may be used for one, several, or the entire group of novices. If possible a novice should not be assigned alone to these periods. In these periods the novices are under the direction of the master of novices (nn. 23, 25). "It must be emphasized that this formative activ-ity, which complements novitiate teaching, is not in-tended to provide the novices with the technical or professional training required for certain apostolic ac-tivities, training which will be afforded to them later on, but rather to help them, in the very midst of these activities, to better discover the exigencies of their vocation as religious and how to remain.faithful to them" (n. 5; see also n. 25). Separation of novices. There must be some separation between the novices and the professed religious, with whom, however, and with other communities, the novices may have contact according to the judgment of the master of novices. It appertains to the general chapter to decide, according to the nature of the institute and particular circumstances, what contacts may be had between the novices and the professed of the institute (n. 28). The use of the term "professed re-ligious" in the second sentence makes it sufficiently clear that there is no prohibition of contact between the novices and the postulants, as might be feared from the word "members" in the other two sentences of number 28. Studies during the noviceship. The general chapter may permit or command certain studies during the nov-iceship for the better formation of the novices, but doctri-nal studies should be directed to the knowledge and love of God and to the development of a more profound life of faith. From the twelve months of noviceship of number 21 all studies, even theological and philosophi-cal, made for obtaining diplomas or for acquiring a formation directed to preparation for fulfilling future Formation VOLUME 28, 1969 889 REVIEW FOR RELIGIOUS 890 duties are forbidden (n. 29). Provided doctrinal studies are directed to the spiritual life, as prescribed in the first sentence, it is probably not forbidden to receive credits for such studies when these can be had but the studies are not to be directed to the attaining of credits. There is no doubt that the prescription on doctrinal studies in this first sentence also applies only to the twelve months of noviceship of number 21, as is also true of the canonical legislation in canon 565, § 3, on this point, "even though the Latin text says "during the time of the noviceship," not "during the regular novitiate year," as in the English translation. The latter also has "all formal study programs" in the second paragraph whereas the Latin reads "all studies." Dress o] the novices. It appertains to the general chapter to determine the dress of the novices (n. 33). Number 33 speaks of the "habit of the novices and of other candidates for the religious life." It certainly had not been the practice nor is there any tendency to give a religious habit to postulants, and the meaning here of "habit" is "dress." No limitation is placed on the power of the general chapter to determine the dress of the novices and postulants. Canon 557 commands the wear-ing of the habit during the whole time of the noviceship, but it has also been maintained that the noviceship is an uncertain time and that the habit, to retain all its significance, should not be given to the novices. Noviceship lot another class. Unless the constitutions determine otherwise, a noviceship made for one class is valid for another (n. 27). The constitutions may de-termine the conditions regulating a transfer from one class to another (n. 27), Novice master. The novices are under the direction of the novice master who may seek the aid of other skilled helpers (n. 30). This is to be kept in mind with regard to a formation team. See also numbers 5, 12, 15, 23, 31, 32. Temporary Bond (nn. 2, 6-9; 34-8) A different temporary bond may be established and ]or all. Number 34 gives a faculty, not a precept, but in general language: "The General Chapter, by a two-thirds majority, may decide to replace temporary vows with some other kind of commitment as, for example, a promise made to the institute." The same general lan-guage is found in numbers 2, 6, 10, 24,' 37-8. The pos-sibility of the extension to all in the probation after the noviceship is not certainly excluded by other num-bers of the Instruction. A dil~erent bond should be introduced only a]ter most careful thought. The reasons are (1) number 34 demands a two-thirds vote of the general chapter to in-troduce a different bond and (2) number 7 explidtly re-quires such careful thought: "No institute should de-cide to use the faculty granted by this Instruction to replace temporary vows by some other form of commit-ment without having clearly perceived and weighed the reasons for and the nature of this change." A different bond in fairness, prudence, and proper regard [or sound spirituality should be introduced only [or those in whom the special immaturity exists. The reasons are (1) by vows a special consecration is had according to number 2: "Thus it is that religious pro-fession is an act of religion ~nd a special consecration whereby a person dedicates himself to God." (2) Be-cause according to number 7 temporary vows are com-pletely in harmony with the greater response to God so important at the beginning of the religious life and also enable the candidate to make the consecration proper to the religious state: "For him who has heeded the call of Jesus to leave everything to follow Him there can be no question of how important it is to respond generously and wholeheartedly to this call £rom the very outset of his religious life; the making of temporary vows is completely in harmony with this requirement. For, while still retaining its probationary character by the fact that it is temporary, the profession of first vows makes the young religious share in the consecration proper to the religious state." (3) Because immaturity is the sole reason given (n. 7) for substituting another temporary commitment: "In fact, more fre-quently now than in the past, a certain number [quidam] of young candidates come to the end of their novitiate without having acquired the religious ma-turity sufficient to bind themselves immediately by re-ligious vows, although no prudent doubt can be raised regarding their generosity or their authentic vocation to the religious state. This hesitancy in pronbuncing vows is frequently accompanied by a great awareness of the exigencies and the importance of the perpetual religious profession to which they aspire and wish to prepare themselves." (4) Possibly also because the desire for the different commitment was true only of some institutes (n. 7): "Thus it has seemed desirable in a certain num-ber o[ institutes that at the end of their noviceship the novices should be able to bind themselves by a temporary commitment different from vows, yet answering their twofold desire to give themselves to God and the institute and to pledge themselves to a fuller preparation for perpetual profession." Since the Instruction describes temporary vows as a consecration that is special, proper to the religious state, and in harmony with the greater ÷ ÷ ÷ VOLUME 28. 1969 89! + ÷ .~. Fo Gallen, $J. REVIEW FOR RELIGIOUS 89~> response to God, it at least seems unfair, imprudent, and without regard for sound spirituality to deprive a novice of temporary vows when he has all the quali-ties requisite for making them, that is, when he is not affected by the special immaturity described in number 7. ¯ Some observations on this immaturity. Is this im-maturity proper to the young or is it the emotionalism that is today found in many older religious, and which the young often manifest only after continuous contact with such older religious? Isn't there a movement at this moment in the United States to give the vote to those who are eighteen years of age because the young are now more politically mature? In more than thirty states it has been the law that a girl of eighteen may marry without the consent of her parents. Is there any widespread tendency at present to change this very general law because of the immaturity of the ~young? Don't some hold that the greater physical development of modern youth argues to a greater psychological de-velopment? Does one frequently and without indoctri-nation encounter a novice who is judged to have a certain religious vocation (see also c. 571, § 2) but is too immature to take temporary vows? What factual and ob-jective investigations were made in the United States to prove the existence of such immaturity? Isn't it true that such immaturity would occur with regard to the temporary vow of chastity, not of poverty or obedience? Prescinding now from the obligation of the different commitment, don't the commandments of God still bind such a candidate and under serious sin in a violation of chastity? The simplest and most appropriate different com-mitment would be a promise to the institute to observe poverty, chastity, and obedience because (1) neither the form nor the object of the different commitment is determined in the Instruction (see n. 34) but (2) in numbers 7 and 35 the Instruction at least says it is fitting that the dit~erent commitment should in some way refer to the exercise of the three evangelical counsels, for example in number 7: "Whatever form such a temporary commitment may take, it is in keeping, with fidelity to a genuine religious vocation that it should in some way be based on the requirements of the three evangelical counsels." and (3) more directly and even categorically in number 13 the Instruction apparently says that the novice is to make profession of the evangeli-cal counsels at the end of the noviceship by temporary vows or other temporary commitment: ".that a novice.may implement the evangelical counsels of chastity, poverty, and obedience, the profession of which 'either by vows or by other sacred bonds that are like vows in their purpose' he will later make." This number of the Instruction is talking of a novice and therefore o[ the first consecration, which can be either vows or another temporary commitment. There is no alternative for the profession of perpetual vows. Other forms and objects of commitment are possible. The form and object of members in the strict sense of secular institutes is: "By making profession before God of celibacy and perfect chastity, which shall be confirmed by vow, oath, or consecration binding in conscience, according to the constitutions; by a vow or promise of obedience.by a vow or promise of poverty." (Provida Mater Ecclesia, February 2, 1947, Art. III). Some of the different forms of commitments in societies of common life without public vows are annual private vows of poverty, chastity, and obedience and the service of the poor; private perpetual vows of poverty, chastity, and obedience; promise of fidelity to the observance of the rule and constitutions; perpetual promise of observ-ance of common life and poverty; perpetual agreement to obey the rule of the institute; perpetual oath of perseverance and obedience; and perpetual oath and promise of perseverance and obedience,x The societies of common life more £requently encountered are the Daughters of Charity of St. Vincent de Paul, Eudists, Josephites, Maryknoll Missionaries, Oratorians, Pallot-tine Fathers, Paulists, Precigus Blood Fathers, Sulpicians, Vincentians, and White Fathers. Is one who makes a di1~erent temporary commitment in a state of perfection, in the religious state, a re-ligious, and a member of his institute? This is at least a very basic question and with wide implications. The negative arguments are that the Instruction nowhere says that one who makes a different temporary commit-ment is a religious and that canon 488, 7°, demands public vows to constitute a religious. On the other hand (1) vows are required only by canon law, not by divine law or the nature of the matter,2 to constitute a re-ligious, and the Instruction derogates from this canon law, as will be seen from the following arguments: (2) number 36 states absolutely that the subject is united with his institute and absolutely that he is obliged to observe its law; (3) the Instruction throughout does not differentiate between such a commitment and temporary vows (see nn. 2, 6, 10, 24, 34, 37-8); (4) num-ber 10 states explicitly that the temporary commitment is not the noviceship. If an entirely new state were being 1 See also Beste, lntroductio in Codicem, 497; Guti~rrez, Gora-mentarium pro religiosis, 38 (1959), 312-3. =See Goyeneche, De religiosis, 10-11; Guti~rrez, op.cit., 29 (1050), 72-3. ÷ ÷ ÷ VOU, JME 25, 89~ REV;EW FOR RELIGIOUS introduced distinct from that of the noviceship and temporary vows, this should have been dearly stated in the Instruction. (5) The probationary periods can last for thirteen years. This seems in itself to be un-reasonable if the subject does not become a member of the institute until the end of such time. The professed of temporary vows are members by first profession. The present canon law does not permit a duration of tempo-rary vows longer than six years, and canon 642, § 2, likens a professed of six years of temporary vows to one of perpetual vows. (6) During this prolonged time the institute would not be held in the case of such a subject to the norms of dismissal for professed but could dismiss him almost in the manner of a novice, whereas the pro-fessed of temporary vows would have also a right of sus-pensive recourse against his dismissal. Nor would canon 643, § 2, on the charitable subsidy apply, nor canon 646 on an automatic dismissal. (7) There would be an evident distinction in the rights and obligations of these subjects and the professed of temporary vows even though both would be in the same factual state of proba-tion. It is true, as number 7 states, tl~at "the profesz sion of first vows., makes the candidate share in the consecration proper to the religious state." Such a consecration, however, is required only by canon or human law, which can therefore enact that other suitable forms of commitment would also constitute a candidate in the religious state and make him a re-ligious, as also because such a candidate is always des-tined for this proper consecration in perpetual profes-sion. Religious women are nuns and their institutes are religious orders even though no one in fact has solemn vows provided at least some are destined for solemn vows from the particular law of the institute. Public vows would also remain proper to the religious state and to religious institutes since they are not had either in societies of common life nor in secular institutes. I therefore believe that the subject in a different temporary commitment is in a state of perfection, in the religious state, is a religious, and a member of his institute, but the question should be authoritatively serried by the Holy See. In the contrary opinion, those in a different temporary commitment are in a state that is neither noviceship nor profession, one also for which we have no parallel, and consequently a state of deep obscurity at least juridically. Determination o~ details b) the general chapter (n. 36). In virtue of canon 543 only a higher superior is competent to admit to the noviceship and to any re-ligious profession. The same canon demands a vote of the council or chapter for admission to the novice- ship, first temporary, and perpetual professions. The gen-eral chapter should require the deliberative vote for admission to the first temporary commitment and pre-scribe for renewals and prolongation of. such a com-mitment the same vote as is enacted in the constitutions for these acts with regard to temporary profession. The same policy should be observed concerning the superior competent for permitting an anticipated renewal of the temporary commitment, for exclusion from renewal or from the profession of perpetual vows (c. 637), and for the vote of the council in this case. The superior general with at least the advice of his council should be given the faculty of consenting to the dissolution of the com-mitment by the subject, to so consent to the request of the subject at any time during a commitment, who can then be immediately admitted to temporary vows, and with the consent of his council from the institute. Reception of ment is not necessary because it (c. 1308, § 1), and the consent of to dismiss a subject the different commit-is not a public vow the institute was suf-ficiently given and expressed in the admission to the commitment or its renewal. The general chapter could prescribe reception since such a repeated consent of the institute is not contrary to common law. The formula of the vows will have to be changed for a different commitment, for example, a promise will be to the institute, not to God as is a vow. Even if the new com-mitment does not have obedience as its express object and is therefore not productive of another obligation of obedience, superiors, as the head of the institute or of its parts, possess at least the same authority that they have over a novice and, if the Holy See decides that a different commitment is on the same juridical level as temporary vows, they possess the same authority as over a professed but without the added title to exact obedi-ence from the vow (c. 501, § 1; 502). Ganons whose application is obscure. The applica-tion of the following canons to those in a different temporary commitment should also be decided by the Holy See: responsibility for debts, 536, §§ 2-3; canonical examination, 552; dowry, 547-51; making of cession and disposition regarding personal patrimony and a civilly valid will, 569; retreat before first profession, 571, § 3; profession of a novice in danger of death. Requisites for a valid profession, exclusive of recep-tion, the necessity of three years of temporary vows, and understanding the derogations regarding a valid novice-ship in the Instruction, 572; age for profession, 573; deliberative vote for first profession, 575, § 2; written declaration of profession, 576, § 2; no intervals between renewals or perpetual profession, 577, § 1; 575, § 1; ÷ ÷ Formation VOLUME 28, 1969 895 ~. F. Gallen, S.]. REVIEW FOR RELIGIOUS 896 enjoyment of the same indulgences, privileges, spiritual favors, and suffrages, obligation of observing rules and constitutions, active and passive voice and computation of time for obtaining either, 578; illiceity and invalidity of acts contrary to the vows, 579. Acquisition of property by a professed of simple vows, change of cession and disposition, 580; renuncia-tion of personal patrimony, 581; 583, 1°; change of will, 583; 2°. Common obligations of clerics in canons 124-42, 592; obligation of common life, 594; obligation of wear-ing habit, 596; cloister, 597 ft.; religious duties, 595; right of exempt correspondence, 611; enjoyment of privileges of first order by nuns, 613, § 2; enjoyment of clerical privileges of canons 119-23, 614. Transfer to another religious institute or monastery, 632-5; 544, § 5; right of professed of temporary vows to leave at the end of a temporary profession, 637; ex-claustration, 638-9; effects of secularization, 640-3; compensation may not be sought for services given to the institute, 643, § 1; charitable subsidy, 643, § 2; laws on fugitives, 644, § 3; 645; 2386; automatic dismissal, 646; dismissal of a professed of temporary vows, 647-8; provisional return to secular life, 653. Six professed constitute a formal house, 488, 5°; precedence from first profession breaking a tie in elec-tions, 101, § 1, 1°; first profession as date of computing eligibility for office, 504; 559, §§ 1-2; prohibition of being members of third orders secular, 704; prohibi-tion of being a sponsor in baptism and confirmation, 766, 4°; 796, 3°; special jurisdiction necegsary for the confessions of religious women, 876; funerals of religious, 1221; 1124, 2°; permission for writings, 1386, § 1; punish-able for violations of common life, 2389. Obligation o[ observing the evangelical counsels. If the Holy See decides that a different temporary com-mitment is on the same juridical level as the profession of temporary vows, the evangelical counsels must be observed at least with the same obligation as the con-stitutions, no matter what be the object of the different temporary commitment because (1) not only does num-ber 36 impose after the new commitment "the obliga-tion of observing the Rule, constitutions and other regulations of the institute" and therefore a fortiori also the obligation of observing the evangelical coun-sels as more essential and important for a state of complete Christian perfection but also and more pro-foundly because (2) the observance of the evangelical counsels is necessary from the nature of a state of per-fection, as can be seen from the following direct and clear statements of only three Popes and Vatican II: "The religious orders, as everyone knows, have their origin and raison d'etre in those sublime evangelical counsels, of which our divine Redeemer spoke, for the course of all time, to those who desire to attain Christian perfection" (Leo XIII, December 23, 1900). "When the only-begotten Son of God came into the world to re-deem the human race, he gave the precepts of spiritual life by which all men were to be directed to their appointed end; in addition, he taught that all those who wished to follow more closely in His footsteps should embrace and follow the evangelical counsels" (Pius XI, March 19, 1924). "It is true that by the apostolic constitution Provida Mater Ecclesia we declared that the form of life, which is followed by secular institutes, is also to be accepted as a state of perfection publicly recognized, because the members are bound in some way to the observance of the evangelical counsels" (Pius XII, July 13, 1952).3 Vatican II affirmed: "Thus, although the religious state constituted by the profession of the evangelical counsels does not belong to the hierarchical structure of the Church, nevertheless it belongs in-separably to her life and holiness." 4 Moral obligation of a new temporary commitment. It might seem that a general chapter could also completely determine this (see n. 36), but number 34 gives a promise to the institute as an example of such a com-mitment. We are to presume words in such a document are being used in their proper sense, and in such a sense a promise produces a moral obligation. In a merely private promise to God or man, the one making the promise can oblige himself only to a light obliga-tion in light matter but in serious matter he can assume either a light or a grave obligation. May a general chapter, therefore, define the moral obligation of the new temporary commitment, for example, a promise to the institute, as only light? It could do so if it is decided by the Holy See that such a commitment is not on the same juridical level as temporary vows. Could it do so if the level is the same? Such a definition is not excluded by the nature of a commitment or promise purely in itself nor by the explicit wording of the Instruction. The light obligation can also be urged from the reason for permitting a different commitment, that is, the immaturity of a candidate. It would not 8Courtois, The States of Perfection, Dublin: 1961, M. H. Gill and Son, nn. 33, 130, 403, 474; see also Schaefer, De religiosis, n. 125; Beste, op.cit., 328; Padri Claretdani, II diritto dei religiosi, n. 3; Fanfani, II diritto delle religiose, n. 2; Bastien, Directoire canonique, nn. 9, 14; Creusen, Religious Men and Women in Church Law, nn. 4-5; Guti~rrez, ibid., 63-4, 67. ' Abbott-Gallagher, The Document~ of Vatican II, 75. 4" 4" 4" Formation VOLUME 28, 1969 89~ ]. F. Gallen, $.$. REVIEW FOR RELIGIOUS seem very practical to enact that such a candidate does not have to take the added serious obligation of a re-ligious vow if he must assume the added serious obli-gation of another form of commitment. On the opposite side it can be well maintained from the nature of the matter that it would be incongruous for the funda-mental obligations of a permanent state of life to be only light. Above all there is a reply given by the Sacred Congregation of Religious, May 19, 1949, in an entirely parallel case and in general language to the effect that the bonds assumed by the members of secular insti-tutes cannot be light in their general nature.~ The pur-pose and nature of secular institutes are given as the reason for this doctrine. A secular institute is an apos-tolic state of complete Christian perfection, and the reasoning of the Sacred Congregation appears to me to apply, at least equally, if not afortiori, to religious in-stitutes. In effect this would mean, in the promise we have advocated to the institute to observe poverty, chastity, and obedience, the same light or serious obliga-tion that is had in the religious vows. The document reads: 1. The obligations which are contracted by members in the strict sense (Art. III, §§ £ and 3) for the full pursuit of the juridical state of perfection in secular institutes (Art. III, § 2), if they are to correspond to the purpose and nature of the institute, cannot be light in their general nature and under every respect (ex genere suo atque ex omni parte). 2. On the other hand, the bonds on which this state of perfection rests, are considered so to oblige in conscience that the obligations thus produced must be called grave in their general nature (ex genere suo). 3. In individual cases, an obligation must be considered grave only when its matter must be considered as certainly grave according to the constitutions and the common teaching regarding equal or similar bonds. Moreov,er, according to the well-known rule of law (Reg. 30 in VI°), 'In obscure matters, one is obliged to Iollow only the least obligation," it cannot be affirmed in a doubtful case that an obligation is grave or more grave, for example, on the ground that an obligation arises from or is reinforced by the formal virtue of religion. 4. Just what is the nature of the bonds assumed in individual institutes and what is the precise mode of obligation---e.g., in addition to justice and fidelity, is there also and, if so, to what degree, an obligation from the virtue of religion--must be learned from the constitutions, which should give an accurate presentation of the matter, and from the formula of consecra-tion or incorporation in which the bonds are expressed. 5. Even when it is certain that there is a formal obligation arising from the virtue of religion, since there is question of vows or bonds which, although they are not fully private, nevertheless, in law, cannot be called public in the strict and specific sense and do not effect a public consecration of the' "Bouscaren-O'Connor, Canon Law Digest /or Religious, 167-8; see also Commentarium pro religiosis, 28 (1949): Larraona, 199-200; Fuertes, 292-8. person, the malice of sacrilege must not be attributed to their violation. Duration oI probation after the noviceship. The gen-eral chapter is to determine this but it is to be no less than three nor longer than nine years (n. 37). I find it difficult to see why a period longer than five years should be generally prescribed (n. 6). The total possible probationary period, that is, 2 years of postulancy, 2 of noviceship, and 9 of temporary commitment, can thus be 13 years. This would ordinarily mean perpetual profes-sion at the youngest only at the age of 30 or 31 years. Would we advise marriage only at 30 or 317 The gen-eral chapter may permit a prolongation in individual cases of a prescribed time, e.g., five years, up to the full nine years or may limit the power of prolonging, e.g., to only one year (n. 37). Precise length of dil~erent commitment. This may be made in the one act for the full length of the interval before perpetual profession, for example, five years; or for a briefer period, for example, three years, to be re-newed for two years on its expiration or to be followed by temporary vows (n. 34). The provision of canon 577, § 2, of permitting a renewal of temporary vows to be an-ticipated but not by more than a month may be also applied to the renewal of a different form of temporary commitment. Such an anticipation is permissible £rom the nature of a commitment and is not excluded by the Instruction. Must also a di~erent temporary commitment be ac-companied by the intention of renewing and of admit-ting to a renewal on its expiration? If the decision of the Holy See is that the juridical level of temporary vows and other temporary commitments is the same, the answer is in the affirmative. The explanation of the necessity of this intention in temporary vows has been the following. The religious life has ever and now de-mands stability or permanence. From its concept it is a state of life in the same way as the clerical or married state. A state of life is something that contains the note of stability or permanence. The exact permanence re-quired is defined by the Church as follows: solemn vows or simple perpetual vows are sufficient but not neces-sary; the minimum requisite is simple temporary vows. Therefore, an institute in which all the members make only annual professions of poverty, chastity, and obedi-ence fulfills this requisite. The Church further requires that temporary vows be renewed on their expiration (c. 488, 1°). This implies an intention on the part of both the religious making temporary profession and the superior admitting to this profession that, iI no obstacle ÷ ÷ ÷ Formation VOLUME 28, 1969 899 ]. F. Gallery, REVIEW FOR RELIGIOUS 900 occurs in the meantime, the vows will be renewed on their expiration. It is evident that the same necessity of this intention and its explanation apply to a different temporary commitment since the necessity of the inten-tion is required not from vows as such but from the fact that the religious state is 'a state of life and demands stability.6 Lastly, such an intention is required in secular institutes, in which the bond can be vow, oath, consecra-tion, or promise: "The bond by which the secular insti-tute and its members in the strict sense are to be united must be: 1o Stable, according to the constitutions, either perpetual or temporary but to be renewed at its expira-tion (c. 488, 1°) . ,, 7 ConIusion on temporary vows. Tkis is the appropriate place to mention the extensive confusion that has existed on temporary vows in this whole matter of a different commitment. Many talked as if a temporary vow were a most unusual and even a contradictory thing. Evidently they did not know that temporary vows were mentioned in canon law (c. 131.1) as also in practically any manual of moral theology and in canonical works that included the treatment of the vows. It was also frequently stated that the intention of renewing and of admitting to renewal on their expiration was a contra-diction of the temporary duration of such vows. This again was ignorance. The intention was not and could not have been absolute, which would have been clearly contrary to the probationary nature of the period of temporary vows. It was a conditional intention to renew the vows i[ no obstacle intervened in the meantime, S and this obstacle, if not always, would practically always have been the discovery by the institute or the subject that he or she had no vocation. There was almost an equal number of statements that a temporary profession was invalid if at the time a religious had the intention of not renewing or a superior of not admitting to a renewal on the expiration of a temporary profession. Canon 572 does not list such an intention among the requisites for a valid religious profession. Canon 488, 1°, does not append an invalidating clause to the necessity of this intention as required by canon 11. A requirement for liceity only will also sufficiently fulfill the required stability. An invalidating law according to canon 15 does not exist in a doubt of law, and there is certainly a doubt o See Larraona, op. cit., 2 (1921), 137, 209; 28 (1949), 205; Schaefer, op.ciL, n. 128; Jone, Commentarium in Codicem iuris canonici, I, 387; Padri Clarettiani, op.cit., nn. 3, 6; Vermeersch-Creusen, Epitome iuris canonici, I, n. 580; Goyeneche, op.cit., 9-10; De Carlo, Jus religiosorum, n. 2. ~ Provida Mater Ecclesia, Bouscaren-O'Connor, op.cit., 151. aSee Larraona, op.cit.o 2 (1921), 209 and note 81; 28 (1949)~ 205; Guti~rrez, ibid., 90. of law in the present caseP There was also a great deal of talk merely about promises, as if a vow were not a promise. Nor was there too much knowledge of sanctity of life and of the relation of the evangelical counsels and of vows to this sanctity. Sacred orders may not be conferred belore perpetual profession (n. 37; c. 964, 4°). For a just reason a higher superior may permit that a first profession be made outside the novitiate house (n. 20). The Instruction does not mention the commitment presumably because it is held that the prescription on place of canon 574, §1 applies only to vows. Readmission of one who legitimately left either after completing temporary vows or other commitment or a[ter being [reed from either. He may be readmitted by the superior general with the consent of his council, who is not obliged to prescribe another noviceship, nor an-other postulancy (c. 640, § 2), but is obliged to enjoin a previous period of probation and also a period of tem-porary vows or other commitment not less than a year nor less than the time that remained to be spent in this temporary probation before perpetual profession when the subject left. The superior general may prescribe a longer period of temporary vows or other commitment (n. 38). Immediate preparation for perpetual proIession and similar periods during tbmporary vows or other commit-ment. It is desirable that perpetual profession should be preceded by a sufficiently long immediate preparation something in the manner of a second noviceship. The duration and other aspects are to be determined by the general chapter (nn. 9, 35). It is also desirable that periods of withdrawing to prayer, meditation, and study be established during the time of temporary vows or other commitment (n. 25). Section IlL Application of the special norms. The par-ticular provisions axe called norms because they have been enacted for experimentation (VII). They are in effect from January 6, 1969 (VII). The norms and direc-tives of the Instruction appertain only to religious in-stitutes; other institutes of common life may but are not obliged to follow them (n. 3). Common law (canon law, laws enacted after the Code of Canon Law, laws of Vatican II, and postconciliar laws) remains in effect un-less derogated by this Instruction (I). The faculties granted by this Instruction may in no way be delegated g See Schaefer, op.cit., n. 128; Jone, op.cit., 387; Guti~rrez, ibid., note 65; Vermeersch, Periodica, 31 (1932), 122 ft.; Goyeneche, Corn. mentarium tyro religiosis, 16 (1935), 315-6; Vidal, De religiosis, n. 9, holds for invalidity. 4- 4- ÷ VOLUME 901 ~. F. Gallen, $.]. 902 to another (II), but they may be used by those who legiti-mately take the place of the superior general when there is no superior general or he is legitimately prevented from acting (IV). The same principle is true of the vicars of other higher superiors since they are actually exercising the office of the higher superior when accord-ing to the constitutions they take the place of a higher superior, such as a provincial, in the vacancy of the office, in his absence, or when he is otherwise impeded from fulfilling the duties of his office. There is nothing of such importance in the faculties granted in the Instruc-tion to higher superiors that would merit the exclusion of vicars from the exercise of such faculties. An abbot at the head of a monastic congregation is also to be understood under the name of superior general in this Instruction (III). In the case of nuns dedicated exclu-sively to the contemplative life, special norms shall be inserted into the constitutions and submitted for ap-proval, but the norms in numbers 22, 26-7 may be ap-plied to them (V). I[ the special general chapter has already been held, the superior general and his council acting collegially,x° after a careful study of all circumstances, are to decide whether a general chapter should be convoked to deliber-ate on the faculties granted to it or whether it would be preferable to await the next general chapter (VI). If they decide against the above convocation but also that the use of the faculties granted to the general chapter is urgent for the good of the institute, they, again acting collegially, have the power of putting all or some of the same faculties in use until the next gen-eral chapter provided they have previously consulted all other higher superiors and their councils and have ob-tained their two-thirds affirmative vote. These other higher superiors should have it at heart to consult previ-ously the professed of perpetual vows. In institutes with no provinces, the superior general must consult the l~rofessed of perpetual vows and obtain the affirmative vote of two-thirds OgI). The following appertain to the general chapter: with a two-thirds vote: to introduce periods of formative ac-tivity in the noviceship (n. 23) and a different tempo-rary commitment (n. 34); with the vote prescribed by the constitutions: to make determinations for the pos-tulancy (n. 12); to decide on the permissible contacts of the novices (n. 28); to permit or command studies during the noviceship (n. 29); to determine the dress of the novices and other candidates (n. 33); to determine the duration of the probation between the noviceship See REVIEW FOR RELIGIOUS, 19 (1960), 131-2. and perpetual profession and other aspects of the same probation (nn. 35-6-7); and experimentally to enact other matters that imply a change in the constitutions, for example, in numbers 16, 22, and 27. The following appertain to the superior general: with the consent of his council: the institution of a novitiate (n. 16) and of many novitiates in the same province, having consulted the interested provincial (n. 17); the making of the noviceship in a house that is not a noviti-ate house (n. 19); the readmission of one who legiti-mately left either after completing temporary vows or other commitment or after being freed from either (n. 38); alone: to permit the group of novices to reside for a time in another house designated by him (n. 16); to per-mit a small group of novices to make their noviceship in a house more suitable for community life (n. 18); with the council acting collegially: to decide on the calling of a general chapter to implement the Instruction or to permit, without a general chapter, the use of the facul-ties granted in the Instruction, after consulting all other higher superiors and their councils and having obtained the affirmative vote of two-thirds of them or of the pro-fessed of perpetual vows when the institute does not have provinces (VI). The following appertain to higher superiors: alone: to permit first profession outside the novitiate house (n: 20); to permit that first profession be anticipated but not beyond fifteen days (n. 26); after consulting the master of novices: to decide on a supplying of absence of a novice of less than three months (n. 22); and it is rec-ommended that higher superiors below the superior general previously consult the professed of perpetual vows on the use of faculties of the Instruction without having a general chapter (VI). Spiritual principles of the Instruction. In the intro-duction to the Instruction, the Sacred Congregation for Religious and Secular Institutes stated that the reason Vatican II gave no small measure of attention to reli-gious was that the Church might have a greater abun-dance of spiritual strength and be better prepared to proclaim the message of salvation to the men of our age; quoted Lumen gentium, numbers 44-5, to the effect that the state of the evangelical counsels appertains to the sanctity of the Church and that the practice of these counsels is uniquely effective for the perfection of the love of God and of the neighbor; spoke of the duty of religious institutes to renew their spiritual, evangelical, and apostolic lives; recalled that no loss was to be per-mitted in the basic values of the religious life; and de-clared the necessity of defining again the principal as-pects of this life. Formation VO'LUME 28, 1969 9O3 I. F. Ga//en,~$.l. REVIEW FOR REI.~G~OU$ 90; In the first section, which treats of principles and criteria, the Sacred Congregation reaffirmed that pro-fession of the evangelical counsels is a total consecration of one's person to God; that both from the teaching of the Church and the nature of this consecration the vow of obedience appertains to the essence of religious pro-fession; that by this consecration the religious exercises the perfection of apostolic charity, even though the apostolate is not the primary purpose of religious pro-fession; and that it may not be said that the nature of religious profession is to be changed or its proper de-mands lessened. The Sacred Congregation stated that the noviceship retains its irreplaceable role in formation; that novices are to be taught the cohesive unity that should link contemplation and apostolic activity; and that this unity is one of the fundamental and primary values of apostolic institutes. The achievement of this unity requires a~proper un-derstanding of the realities of the supernatural life and of the paths leading to a deepening of union with God in the unity of the one supernatural love for God and for man, finding expression at times in the solitude of inti-mate communing with the Lord and at others in the generous giving of self to apostolic activity. Young reli-gious must be taught that this unity, so eagerly sought and toward which all life tends in order to find its full development, cannot be attained on the level of activity alone, or even be psychologically experienced, for it resides in that divine love which is the bond of perfec-tion and which surpasses all understanding. The attainment of this unity, which cannot be achieved without long exercise of self-denial or without persevering efforts toward purity of intention in action, demands in those institutes faithful compliance with the law inherent in the spiritual life itself, which con-sists in arranging a proper balance of periods set aside for solitude with God and others devoted to various activities and to the human contacts which these in-volve (n. 5). The Sacred Congregation maintained that suitable maturity was required that the religious state be a means of perfection and not a burden too heavy to carry, as also the desirability that the perpetual con-secration to God of perpetual vows be preceded by a sufficiently long immediate preparation spent in recol-lection and prayer that could be like a second novice-ship. The second section of the Instruction is on special or particular norms and contains the following spiritual ideas and principles. The novices are to develop that union with Christ which is to be the source of all their apostolic activity; conformably to the teaching of our Lord in the gospel, the formation of the noviceship con-sists especially in initiating the novices gradually into detachment from everything not connected with the kingdom of God; that they learn to practice humility, obedience, poverty, to be instant in prayer, to maintain union with God, along with a soul receptive to the inspirations of the Holy Spirit, and to be mutually and spiritually helpful to one another in a sincere and un-feigned charity; they are to study and meditate on Holy Scripture; to be formed in the spiritual doctrine and practice required for the development of a supernatural life, union with God, and the understanding of the re-ligious state; they are to be initiated into the liturgical life and the spiritual discipline proper to their own in-stitute; they are to be given the occasions for striving to preserve faithful union with God in the active life; for the novices there is to be a balancing of periods of ac-tivity and of those given to recollection in prayer, medi-tation, and study to stimulate them to remain faithful to it throughout life, and a similar balancing is desirable during the years of formation before perpetual profes-sion. The Instruction reaffirmed the principle of the spiritual life and of Perfectae caritatis, number 8, that apostolic activity must have its source in intimate union with Christ and that therefore all the members should seek God only and above all, and unite contemplation by which they adhere to Him in mind and heart with apostolic love, in which they are associated with the work of redemption and strive to spread the kingdom of God; that novices are likewise to be formed in purity of intention and love for God and man; to learn to use this world as if they did not use it; realize that devotion to God and man demands a humble control of self; culti-vate the necessary human and spiritual balancing of the times given to the apostolate and the service of men and of the properly prolonged periods, in solitude or in com-munity, dedicated to prayer and to the meditative read-ing of the Sacred Scriptures. By fidelity to this most necessary and important program in all such institutes, the novices will gradually develop a peaceful union with God, which comes from conformity to the will of God. They must learn to discern the divine inspirations in the duties of their state, especially those of justice and charity. A mutual confidence, docility, and openness are to be fostered between superiors, the master of novices, and the novices that the master may be able to direct the generosity of the novices to a complete gift of themselves to God and lead them gradually to discern in the mys-tery of Christ crucified the demands of true religious + + + Formation VOLUME 28, 1969 905 obedience, and in this manner inspire them to an active and responsible obedience. The Instruction affirms with sufficient emphasis that the religious s~ate is different from secular institutes and from the state of the laity. ~. F. Gall~, $.1. REVIEW FOR RELIGIOUS SISTER MARY PATRICIA NORTON A New Form Community oJ Religious Government The custom that has been traditionally followed in women's religious communities of focusing all authority, responsibility, and decision-making in one person at the local, regional, and generalate level has, we believe, been a custom that grew up as a result of historical circumstances. When some of the original women's re-ligious communities were founded, there was a com-paratively small number of the members that were well educated. There has, of course, always been a local, regional, and general council to assist and advise the superior; but in actual practice the superior has gen-erally led an overburdened existence, weighed down by the responsibility of major decisions. Since the founding of the early communities, the pic-ture has changed dramatically. The rank and file sisters are no longer uneducated followers. Vatican Council II has told us that the Holy Spirit breathes up ~rom below, that is, He speaks and points out the way through the person of each and every member of the community. In the summer of 1967, the 48 Maryknoll Sisters working in Korea, considering the problems of the past, the directions of the future, and the urgings of Vatican Council II (that "all members of the community have a share in the welfare of the whole community and a responsibility for it"--~om the Decree on Ap-propriate Renewal o[ Religious Life, n. 14), began to draw up a new plan for regional government. This plan was to provide for sharing more broadly the burdens of responsibility, participation of every member in the decision-making and planning of community affairs, and to foster in each member a mature spirit of initiative and involvement. The experiment is at present under way with three elected members now jointly sharing the responsibilities that had previously belonged to the regional superior. 4, 4, Siste~ Patricia Norton is missioned at the Maryknoll Hospital; P.O. Box 77; Pusan, Korea. VOLUME 28, 1969 907 REVIEW FOR RELIGIOU$ (Note: The work of the Maryknoll Sisters in Korea is designated as a regional unit.) No one of these is superior to the others in authority or responsibility. Each one is responsible in the area that has been allotted to her: Personnel, Administration-finance, and Planning-research respectively. These three sisters are known as the Regional Team. Although each one has her area of responsibility, she does not bear this burden alone. Each of these team members has a corresponding committee of 4 regular members and one alternate member. Each committee meets once a month and the results of these meetings constitute the agenda for the meeting of the Regional Team (the three team leaders). The Regional Team also aims at meeting monthly as high priority has been placed on the value of close and frequent communications. It is felt that real participation of each and every mem-ber of the region is dependent on the thoroughness of these communications. In addition to the monthly meetings of both team and committees, good communications are fostered by availa-bility of the minutes of the Regional Team, of each of the three committees, and the publication of the agenda before each meeting. With the publishing of the agenda, each sister is invited to respond with her ideas, sugges-tions, objections, and so forth to any item on the agenda. This is one technique to insure participation by every individual. Furthermore, all those sisters who are neither mem-bers of the team nor of one of the committees become members of an interest area. The latter means that the sister has indicated her interest in one of the areas, follows the activities of that committee in par-ticular, and is ready at any time to fully participate. The Maryknoll Sisters are divided among six houses in Korea. In the event that one of these houses does not have a particular committee member, one of the in-terest area members acts as contact person for that house. Planning for this experiment began in early Fall of 1967. It was formally inaugurated at a regionwide work-shop in October of that year. Since that time it has undergone several evaluations resulting in both minor and major changes. What so far have been the advantages and disad-vantages in regard to this experiment? Some of the disadvantages: ---outsiders who have contacts with the Maryknoll Sisters do not understand it; --it is expensive (train travel and postage) and time consuming; ---it deprives the other sisters of that leisure they used to have while the superior did all the work. Some of the advantages: --it takes the heavy, burden from the shoulders of one person and spreads it" out over the shoulders of all; --it provides for the utilization of the ideas, inspira-tions, and talents of each person rather than just two or three; --it provides for decisions to be made at the level at which they are carried out; --it helps to uncover and develop leadership qualities in a wider spectrum O[ persons; ---it allows for a more truly Christian li[e [or each sister as a completely participating person, con-scious of her own role of responsibility for the success or failure of Maryknoll works in Korea; ---it cuts down dissatisfaction and provides a channel for rectifying any dissatis[actions that may occur. The comment was made by one observer: "It deprives the religious of that necessary sacrifice involved in obedience to a superior." Those who have been living ¯ this experiment would strongly differ. Obedience is not a vanished thing. It is merely the focus that has changed. Decisions are made through group-to-group or individ-ual- to-group dialogue and the individual remains open and ready to obey the results of this dialogue. It is now two years since the initial idea for this type of government was discussed. Since that time there have been many pros and cons, many wrinkles to be ironed out. It has been said by informed sources that such an arrangement Without ultimate responsibility resting in one person can never be a success. The Maryknoll Sisters are willing to concede that this may be true. But they are not willing to concede without an earnest trial. ÷ ÷ ÷ VOLUME 28, 1969 9O9 WILLIAM A. HINNEBUSCH, O.P. Origins and Development oJ Religious Orders William A. Hin-nebusch, O.P., teaches ecclesiastical history at the Do-minican House of Studies; 487 Michi-gan Avenue, Waahington, D.C. REVIEW FOR RELIGIOUS 910 An# attentive study of the origins and history of reli-gious orders reveals that there are two primary currents in religious life--contemplative and apostolic. Vatican II gave clear expression to this fact when it called on the members of every community to "combine contem-plation with apostolic love." It went on to say: "By the former they adhere to God in mind and heart; by the latter they strive to associate themselves with the work of redemption and to spread the Kingdom of God" (PC, 5). The orders1 founded before the 16th century, with the possible exception of the military orders, recognized clearly the contemplative element in their lives. Many of them, however, gave minimum recognition to the apos-tolic element, if we use the word "apostolic" in its pres-ent- day meaning, but not if we understand it as they did. In their thinking, the religious life was the Apos-tolic life. It reproduced and perpetuated the way of living learned by the Apostles from Christ and taught by them to the primitive Church of Jerusalem. Since it was lived by the "Twelve," the Apostolic life included preaching and the other works of the ministry. The pas-sage describing the choice of the seven deacons in the Acts of the Apostles clearly delineates the double ele-ment in the Apostolic life and underlines the contem-plative spirit of the Apostles. The deacons were to wait on tables; the Apostles were to be free to devote them-selves "to prayer and the ministry of the word" (Acts 6:~4~). ¯ This is the text of an address given to the annual meeting of United States major superiors of men religious held in June, 1968, at Mundelein, Illinois. x I use the words, "order," "monasticism," and their derivatives in a wide sense to include all forms of the religious life. In its strict sense "monasticism" applies only to the monks and does not extend to the friars and the clerks regular. There were, however, exceptions to the general rule that monks did not engage in the ministry. An Eastern current of monasticism, influenced by John Chrysostom, viewed missionary work as a legitimate activity of the monk; and, as we shall see, many Western monks shared this conviction. Nevertheless, missionary activity did not become an integral part of monasticism. Even after most monks became priests, they considered their vocation to lie within the monastery where they could contemplate and dedicate themselves to the service of God. Since the clergy did not embrace the religious life, with the ex-ception of those of Eusebius of Vercelli and Augustine of Hippo, the ministerial element remained generally absent from the religious life until the development of the canons regular. In itself the life of the monks was exclusively contemplative. "Tradition assigns no other end to the life of a monk than to 'seek God' or 'to live for God alone,' an ideal that can be attained only by life of penance and .prayer. The first and fundamental manifestation of such a vocation is a real separation from the world." Yet in the thinking of the monks and of the friars, who integrated apostolic activity into the religious life, their prayer, contemplation, and example were mighty forces working for the upbuilding of the Body of Christ. Foundation o[ Monasticism Though other Scriptural elements contributed to the origin of monasticism, the concept of the Apostolic life was the decisive force. This truth has been demon-strated by historians who have been studying this point for over half a century; it has recently been dis-cussed scripturally by Heinz Schiirmann, professor of New Testament exegesis at Erfurt. The historians show how the life of the Apostles and the primitive Christians influenced the origins and growth of monasticism; Schiirmann makes clear that the constitutive elements of the religious life were taught to and demanded of the Apostles by Christ. Religious life is rooted in the key Biblical texts that record the calling and formation of the Apostles. These passages determine the character of the Apostolic office and the relationship of the Apostles to Jesus. They are to be with Him, listen to Him, and follow Him. His call is rigorous and imperious. He demands commitment without reserve. Negatively, this requires a complete break with one's previous life: family, wife, home, and oc-cupation; positively, it establishes the Apostles in a state of total availability. Abandoning their possessions, their means of livelihood and, like the lily and raven, trusting completely in divine providence, they follow Christ, + ÷ ÷ Religious Orders VOLUME 28, 1969 9]] W. A. Hinnebusch, 0~. REVIEW FOR RELIGIOUS 912 putting themselves in a student-teacher, servant-master relationship to Him. All .the features of their new life with Him are already conveyed in brief in Mark's ac-count of their call: And going up a mountain, he called to him men of his own choosing, and they came to him. And he appointed twelve that they might be with him and that he might send them forth to preach (3:13-5). In this text, too, we find the first s~atement of the contemplative and apostolic elements that reappear in the religious life. They are "to be with him." Here is the contemplative element. They are "with him," devoting themselves to the "one thing necessary"--listening to His word. Yet in hearing and learning .they are made ready so "that he might send them forth to preach." As Schiirmann summarizes it: First they hear and learn, then they teach and act: "Preaching isonly one part of their life and its follows from the other." The Apostles enter irrevocably into a community of life with Jesus. They share His life and destiny: eat with Him, walk the dusty roads with Him, serve the people with Him, undergo His trials, conflicts, persecu-tions. They must be ready to hate and even to lose their lives for His sake. He wants total obedience, one based on their "faith in Him who calls and proposes the word of God in an entirely unique fashion. Their following of Christ becomes understandable only as a permanent state of profession of faith., fit] opens up a new pos-sibility of existence, a new manner of being-in-the-world, a new 'state' of life." Though the Apostles take no vows, their life is that of the three counsels. Christ imposes no greater moral de-mands on them than on all the other believers, but they alone live this close community life with Him. Not all who declare for Christ are chosen by Him to follow Him in this intimate, permanent way. Obviously Mary, Martha, and Lazarus do not. Others asked to be ad-mitted into the group of disciples but were not accepted. Mark (5:18-19) describes one case: As Jesus was getting into the boat, the man who had been afflicted by the devil began to entreat him that he might re-main with him. And he did not allow him, but said to him, "Go home to thy relatives, and tell them all that the Lord has done for thee, and how he has had mercy on thee." (See also Mt 11:28, Mk 3:35, Lk 12:8-9, 10:38-42, 9:61-2.) Being with Christ constantly, hearing His word, com-pletely obedient to His wishes, separated from family, home, and occupation, the Apostles enter a new form of existence that signifies. The prime purpose of their spe-cialized following is to declare themselves openly for Him, so that all might come to believe in Him. In a strikingly visible way their intimate following pro-claims to the Jewish world that the one thing necessary is to hear the word of Christ and to keep it. Their visi-ble, stable following becomes a sign to the world. Only after they have made this permanent commitment are they sent out to preach and to act. At every step in monastic history, whether in its ori-gins, renewals, or creation of new forms, the Apostolic life taught by Christ to the Twelve, and by them to the primitive Christian community of Jerusalem, was the leading and most powerful influence. The Gospel texts and those in the Acts of the Apostles that describe the primitive community were decisive in creating the con-cept of monasticism and in fashioning its life and usages. In the Jerusalem community we find fraternal unanim-ity, common ownership of possessions, fidelity to the teachings of Christ, common public prayer, intense pri-vate prayer. The following passages embody all these features: Now the multitude of the believers were of one heart and soul, and not one of them said anything he possessed was his own, but they had all things in common (Acts 4:32). And they continued steadfastly in the teaching of the apostles, and in the communion of the breaking of bread and in the prayers. And all who believed were together and held all things in common. And continuing daily with one accord in the temple, and breaking bread in. their houses, they took their food with gladness and simplicity of heart, praising God and being in favor with all people (Acts 2:42-7; see also 1:14, 3:1, 6:4,34; Mt 10:gff). The ministry of the word, evangelical preaching of salvation, was c~irried out by the Apostles (Mk 6:6-13; Acts 6:4), a mission that entailed indefatigable journey-ing (Mt 10:7if; Mk 6:6-13; Acts 6:4). Only the pre-dominately lay character of early monasticism delayed the full realization of the ministerial mendicant orders. For centuries monks examined and lovingly scruti-nized the texts. The power that they exercised over monastic founders is illustrated by the passage where Athanasius describes the origin of Antony's vocation in his Life of Antony: As he was walking along on his way to Church, he col-lected his thoughts and reflected how the Apostles left every-thing and followed the Savior; also how the people in Acts sold what they had and laid it at the feet of the Apostles for distribution among the needy; and what great hope is laid up in Heaven for such as these. With these thoughts in his mind he entered the church. And it so happened that the Gospel was being read at that moment and he heard the passage in which the Lord says to the rich man: "If thou wilt be perfect, ¯ go sell all that thou hast, and give it to the poor; and come, follow me and thou shalt have treasures in heaven," 4- 4- Religious Orders VOLUME 28~ 1969 W. A. Hinnebusch, O.P. REVIEW FOR RELIGIOUS As though God had been speaking directly to him, An-tony left the church, sold what he had, gave it to the poor, and went into the desert. During subsequent centuries the Scriptures lost none of their influence over monasticism. The Apostolic texts led to much more than the abandonment of riches and fleeing the world; they provided a complete program of life in community. Explaining the origins of monasti-cism about 1122 A.D., Abbot William of Saint-Thierry shows how the meditation of hundreds of years had sys-tematized the Scriptural influence: We come to this spiritual sbciety of which the Apostle Paul spoke to the Philippians (2:1-5; 3:17) in praise of the regular discipline and of the sublime joy of brothers living together in unanimity. To do justice to this discipline it is necessary to return to its beginning in the time of the Apostles, since it was the Apostles themselves who instituted it as their own way of life, according to the teaching of the Lord. Unless it was the grace of the Holy Spirit which gave them power from above to live together in such a way that all would have but one heart and one soul, so that everything would be held in common, and all would be continually in the temple in a spirit of harmony. Animated by a great !ove for this form of life instituted by the Apostles, certain men wished no longer to have any other house or any other lodging than the hbuse of God, the house of prayer. All that they did they did according to a common program, under a common rule. In the name of the Lord they lived together, possessing nothing of their own, not even their bodily strength, nor were they even masters of their own will. They lay down to sleep at the same time, they rose up together, they prayed, they sang Psalms, they studied together. They showed the fixed and changeless will of being obedient to their superiors and of being entirely submissive to them. They kept their needs to a minimum and lived with very little; they had poor clothes, a mean diet, and limited everything according to a very precise rule. Influence o[ Cassian Soon after Antony went into the desert, the influence of the Scriptures on monastic origins was enhanced by a misconception of Eusebius and Jerome, who mistakenly believed that the Apostolic life of the primitive Jerusa-lem community was followed in Alexandria, Rome, and other centers. Writing a century later, Cassian developed this misconception and found in it th~ explanation of the rise of monasticism: The conversion of the Gentiles forced an abandonment of the Apostolic way by the ma-jority of Christians, even by the clergy. More zealous souls refused to give it up and founded communities to perpetuate it. This theory was very fruitful in its effects when it was coupled with the example of Antony and Pachomius, the founder of the cenobitic life, who were inspired by the Scriptures alone. This fusion constituted a powerful op- erative force in the development of monasticism for many centuries. Scarcely any monastic 'author was read so continuously as Cassian. As late as the thirteenth cen-tury, St. Dominic was reading his Conferences. Con-stantly read and reread, Cassian's books [ashioned the medieval--and our ownnmonastic life. The Holy Spirit at Work in the Church The truth underlying Cassian's error is the almost simultaneous appearance of the religious life everywhere that the Church took root. The origin of the monastic life was a spontaneous manifestation of the Holy Spirit impelling Christians to live the life of the counsels taught by Jesus. Antony was merely the first to emerge, thanks to Athanasius, from the anonymity that conceals the virgins, celibates, and ascetics who preceded him. The impetus of the Spirit is seen particularly in the early acceptance of the virginal life by both men and women as a prime means of following the Master. From the end of the first century there are references to ascetics who lived continently "in honor of the flesh of Christ." After the third century virgins were looked upon as "the most illustrious portion of the flock of Christ" and were considered the spouses of Christ. Perfect continence, to-gether with voluntary poverty and austerity of life, was a constitutive element of the ascetical life that began to develop in the second century. Though these ascetics lived in their homes, sometimes holy women, widows, and virgins formed small communities that were marked by considerable personal freedom. The general reverence of the Church for chastity when Antony became a hermit about 300 A.D. accounts in large measure for the immediate wide diffusion of the eremitic and cenobitic forms of monasticism throughout the Christian world. The dynamic power of the Holy Spirit has been con-stantly operative during the history of the religious life. Here again there is a link with the early community of Jerusalem. These Christians, as we find their record in Acts, were very conscious of the action of the Spirit in their lives and apostolic works. Theirs was a life lived in the ~lan of the Spirit, as Vicaire remarks. ImmediateIy after describing the primitive community, the Acts of the Apostles goes on to say: "And great grace was upon them all" (4:33). This grace made itself visible even by miracles: "And many wonders and signs were done through the apostles" (2:43). When William of Saint-Thierry, whom I quoted a few pages back, described monastic origins, he manifested the awareness the monks had that the charismatic power of the Spirit was at work among them. In William's think-ing it was the "grace of the Holy Spirit which gave [the ÷ ÷ 4. Religious Orders VOLUME 28, 1969 W. A o Hinnebusch~ O.P. REVIEW FOR RELIGIOUS Apostles] power from above to live together in such a way that all would have but one heart and one soul, so that everything would be held in common . '~ Cen-turies before, Gregory the Great, writing his Dialogues within fifty years of the death of Benedict, described the great patriarch of Western monasticism as the ideal "man of God," the spiritual father who was entirely under the guidance of the Holy Spirit. The attention paid to the miracles worked by the founders and great figtires of monastic history is not merely a thoughtless emphasis on the secondary but was motivated by. the belief that the true monk, living in community, possesses an extraordinary grace for radiat-ing sanctity and contributing to the upbuilding of the B6dy of Christ. He can even receive from the Spirit the power of working miracles. The present-day interest in the charismatic character of the religious life and the charismatic founders is a legitimate, more explicit, recognition of the power of the Spirit working through all the years of monastic history. His role in the religious life deserves more attention and should awaken in us a great hope in the future of the religious life. Antony the Hermit Monasticism entered the pages of history close to the year 300 A.D. when Antony, the great hermit, gave away his possessions and retired to the Egyptian desert. The holiness and ordered discipline of his life, characterized by solitary contemplation and a severe but lofty and well-balanced asceticism soon brought other hermits to him for direction. Great colonies of solitaries arose under Antony's direction, especially at Pispir, where he lived, and at Nitria and Scete. These disciples lived alone like their master. Antony found so many imitators because of his moral greatness at a time of growing wickedness in the contemporary world. When Constantine ended the per-secutions and began to favor Christianity, the consequent lowering of the moral level of Christian life stimulated the development of a powerful ascetical movement, in-spired by the Gospels, on the ~ringes of the populated world. Antony became the model of the movement, especially after the appearance of his Life, written by Athanasius in 357 A.D., a year after Antony died. Gre-gory of Nazianzen called it "a rule of monastic life in the form of a narrative." Athanasius, who had known Antony personally and had seen him often, considered "the life of Antony an ideal pattern of the ascetical life." He intended to hold up Antony as the exemplar of the consecrated life and induce his readers to imitate what they saw. The work enjoyed a~tonishing success and was shortly translated into various languages. Antony, earnestly desiring to die the death of a martyr, went to Alexandria in 311 A.D., when the persecution of Maximin Daja broke out, to minister to the confessors in the mines and prisons, not thinking it justified to turn himself over to the authorities. When his hopes were dis-appointed, Antony returned to his desert cell where "he was a daily martyr to his conscience, ever fighting the battles of the faith. For he practiced a zealous and more intense ascetic life." With this short passage Athanasius enriched monasticism at its very birth with a positive view of asceticism and the renunciations involved in the life of the counsels. Antony's life in the desert was a substitute martyrdom and the monk the successor to the . martyr, a concept that remains alive to this day. Pachomius the Cenobite The weakness of the ei:emitical life lay in the minimal opportunity for practicing charity. Pachomius remedied this defect when he formed a genuine fellowship based on the communal charity inherent in Christianity. He composed the first monastic Rule, in it establishing the economic and spiritual bases for the common life and providing for community government. A younger con-temporary of Antony, Pachomius first served an appren-ticeship under the hermit Palaemon. Then about the year 320 A.D. he established a monastery at Tabennisi on the right bank of the Nile. Other monasteries soon followed, so that when he died, nine for men and two for women were under his guidance. These foundations were large settlements of monks who were organized into smaller groups according to the kind of agricultural work they did or the crafts they practiced. They lived a disciplined life, practiced individual poverty and de-tachment in essential matters, supported themselves by remunerative work, gathered for prayers morning and evening, and observed the three counsels, though they took no vows. Numerous biographies testify to the esteem in which Pachomius was held and the extent of his in- ~uence. Basil the Great The eremitical and cenobitic types of monasticism spread quickly both in East and West. Basil the Great, who benefited from the experience of the previous half century bf monastic experience, became the lawgiver of Eastern monasticism when he wrote his Longer R
Overview and introduction "Which organizational forms produce science? Expansion, diversity, and cooperation in Germany's higher education and science system embedded within the global context, 1900-2010". Already the title of my dissertation manifests an approach that examines the topic of the development of scientific productivity in the German higher education and science landscape from different perspectives: levels, dimensions, and an extensive timeframe. Deriving from and contributing to the international research project "Science Productivity, Higher Education, Research and Development, and the Knowledge Society" (SPHERE), my research focuses on the investigation of the influence of higher education development and science capacity-building on scientific knowledge production, globally, comparatively, and considerable depth for Germany, a key science producer for well over a century. Focusing mainly on the different structures and institutional settings of the German higher education and science system, the dissertations shows how these affected and contributed to the long-term development of scientific productivity worldwide. The historical, comparative, and in-depth analyses are especially important in light of advancing globalization and internationalization of science, stronger networks of scientists worldwide, and the emergence of the "knowledge society". The research design combines macro- and meso-level analyses: the institutionalized and organizational settings in which science is produced. Since information about single authors was limited in availability, extensive micro-level analyses were not possible here, yet the research articles analyzed were all written and published by individuals working in organizations, which are in the center of analysis here. By reference to the dimensions expansion, diversity, and cooperation, I elaborated the frame of my investigation, and sorted my research questions, including country, organizational field and form, and organizational levels. The structure of this work (see outline) addresses these themes and the observed timeframe spans the years from 1900 to 2010 – more than a century (see section 1.2). My main goal was to investigate how and why scientists publish their research results in peer-reviewed journal articles. The point is to emphasize the importance of scientific findings/discoveries, because non-published results are non-existent for the scientific community. From the ways and in which formats scientists publish their work, we can deduce how science is organized (within and across disciplines). My dissertation analyzes publications in peer-reviewed journals, because they are the most important format – alongside patents in applied fields – to disseminate new knowledge in science, technology, engineering, mathematics, and health (hereafter STEM+ fields). Articles not only record new knowledge, but also contribute to the reputation of researchers and their organizations. Journal publications in reputable journals with peer-review have become the "gold standard" measure of scientific productivity. Within the last several decades, the scientization of many dimensions of societal life proceeded, and the generation of new knowledge increasingly became the focus of political, economic, and social interests – and research policymaking. Therefore, it is important to identify the institutionalized settings (organizations/organizational forms) in which science can best be produced. Here, the diverse types of organizations that produce science – mainly universities, research institutes, companies, government agencies and hospitals – were identified and differences and similarities of these organizational forms were analyzed on the basis of their character, goals, tasks, and the kinds of research their members produce. In a first step, I show why I structured my work at the interface of higher education research, science studies, and bibliometrics (see chapters 2 and 5). Analyzing publications is still the key task of bibliometrics, but the results are used by many other actors as well: higher education managers, politicians, and scientists themselves to make claims about the quality of science, to compare each other, or to influence the structure, organization, and output of the higher education and science system. While it is difficult to make direct statements about the quality of research on the basis of simply counting the number of research articles a scientist publishes, the quality of journals is used as a proxy to compare across disciplines. To measure quality, other parameters are necessary. Thus, here statements focus on the quantity of science produced, not on the intrinsic quality of the analyzed research articles, the specific research achievements of individual scholars, organizations or organizational forms, or even countries. Nevertheless, output indicators elaborated here definitely show the huge expansion of scientific production and productivity, the stability of the research university over time as the most important science producer in Germany, but also rising differentiation and diversification of the organizational forms contributing to overall scientific output. Furthermore, the start of a considerable and on-going rise in national and international collaborations can be dated to the early 1990s. The chapter about the multidisciplinary context (see chapter 2) discusses the relationship between higher education research and science studies in Germany as well as the special position of scientific knowledge in comparison to other forms of knowledge. Scientific knowledge is generated, distributed, and consumed by the scientific community. To get an overview about the most important studies in the field, and to contextualize my work within the already existing empirical studies, I describe the current state of research in chapter 3. Research questions Section 1.2 provides a detailed description of my research questions: Which organizational forms produce science? 1. How has worldwide and European scientific productivity developed between 1900 and 2010 in comparison? 2. How has the German higher education and science system been embedded in the global developments of higher education and science over time? 3. How has scientific productivity in Germany developed between 1900 and 2010? 4. Among all science-producing organizational forms, what do the key organizational forms contribute to scientific productivity? 5. Which organizational forms provide the best conditions for scientific productivity? 6. Which single organizations produce the most research in Germany? 7. What is the impact of increasing internationalization of research on national and international cooperation, measured in publications in scientific journals? Theoretical framework Theoretically (see chapter 4), I apply a neo-institutional (NI) framework to explore and explain both the tremendous expansion of higher education and science across the world and considerable differences across time and space in the institutional settings, organizational forms, and organizations that produce scientific research in Germany. Sociological NI focuses on understanding institutions as important in guiding social action and shaping processes of social development. Such an approach emphasizes the development, functioning, and principles of institutions. Milestones in NI describe the nexus of organization and society supposing that organizational structures express myths and reflect ideals institutionalized in their environment. While capturing, copying, and asserting these, structural similarity (institutional isomorphism) between organizations in society will be established. The concept of "organizational field" emphasizes relationships between organizations within an environment. Organizational fields (communities) consist of all relevant organizations. In section 4.1.2 I discuss the differences between institutions and organizations and the difficulty of a distinction of the terms, especially in German-speaking sociology, which does not distinguish clearly between these terms. Fundamentally, NI approaches differ in the dimensions or pillars and levels of analysis they privilege (see figure 5, p. 80), but they share fundamental principles and the theoretical framework. Thus NI is particularly suitable for a multi-level analysis of scientific productivity across time and space. The historical development of the German higher education and science system must analyzed considering also global developments, because on the one hand it had an enormous impact on the development of other systems worldwide, and, on the other hand, global trends affect the on-going institutionalization and organization(s) of science in Germany. Intersectoral and international cooperation is growing and becoming increasingly important, leading to diverse networks within and between higher education and science systems worldwide. The classical, national case study is hardly longer possible, because macro units like countries are highly interdependent, embedded in global, regional and local relationships, such that borders between the global and the national dimension are increasingly blurred. Nevertheless, countries are units with clearly defined boundaries and structures, thus they can be handled as units to compare. The theoretical perspectives and different levels of analysis addressed here are displayed in Figure 5. I apply the "world polity" approach as a broader lense with which to make sense of the truly global arena of higher education and science (macro level). The focus of this perspective is on global and international structures and processes, which developed over time. Through this perspective, I explore global diffusion and formal structures of formal principles and practical applications. Combining historical and sociological institutionalism helps to focus on developments and processes over time on the meso level, to explain how institutions have developed and change(d). The concepts of "critical junctures" and path dependencies are useful to explain these processes over time. To describe the transformation of knowledge production over the entire twentieth century, and to analyze different organizational forms that produce science in Germany, two prevalent theoretical concepts are discussed: Mode 1 versus Mode 2 science, and the Triple-Helix model to describe the relationship between science, industry and state. In "The New Production of Knowledge" Michael Gibbons and his colleagues describe the transformation of knowledge from an academic, disciplinary, and autonomous – "traditional" – organization of science (Mode 1) with a focus on universities as the key organizational form, to a more applied, transdisciplinary, diverse, and reflexive organization of science (Mode 2) that features a more diverse organization of science, relying on a broader set of organizations producing knowledge. Within the literature, debates center on whether this new model has replaced the old, and which of these models best describes the contemporary organization of science (here: the STEM+ fields). In turn, the Triple-Helix model preserves the historical importance of the universities. This approach assumes that future innovations emerge from a relationship between universities (production of new knowledge), industry (generation of wealth), and state (control). Data and methods In these analyses, only peer reviewed journal publications were used – as the best indicator for measuring the most legitimated, authoritative produced science. This focus enabled an investigation of publications in-depth and over a 110 year timeframe. Research articles in the most reputable, peer-reviewed, and internationally reputable journals are the gold standard of scientific output in STEM+. The data I used is based on a stratified representative sample of published research articles in journals in STEM+-fields. My measure relies on the key global source for such data, the raw data from Thomson Reuters' Web of Science Science Citation Index Expanded (SCIE) (the other global database is Elsevier's Scopus, which also indexes tens of thousands of journals), which was extensively recoded. Methodologically, my approach is based on a combination of comparative institutional analysis across selected countries and historically of the German higher education and science system, and the systematic global evaluation of bibliometric publication data (see chapter 6). The SCIE includes more than 90 million entries (all types of research), mainly from STEM+-fields. I focus on original research articles, because this type of publication contains certified new knowledge. The SPHERE dataset covers published research articles from 1900 to 2010. From 1900 to 1970, we selected data in 5-year-steps in the form of a stratified representative sample. From 1975 onwards full data is available for every year. Depending on the research question, either five or ten-year steps were analyzed. A detailed description of the sampling and weighting of the data can be found in chapter 6. In consideration of the criteria above, I analyzed 17,568 different journals (42,963 journals were included into the database if we count the same journals in different years), and a total of 5,089,233 research articles. To prepare the data for this research, it had to be extensively cleaned and coded. Very often our international research team found missing information on the country level and/or on the level of organizations/organizational forms. From June 2013 to December 2015, research in the archives of university libraries was necessary to manually add missing information, particularly organization location and author affiliations. In the field of bibliometrics, we find different methods to count publications. In this work, I mainly apply the "whole count" approach (see table 1, p. 126). This decision is based on the assumption that every author, organization, or country contributed equally to a publication. An overestimation of publications can't be precluded, because research articles are counted multiple times, if a paper is produced in co-authorship, which has been rising worldwide over the past several decades. The absolute number of publications (worldwide, Europe, Germany) is based on a simple counting of research articles (without duplicates, in cases of co-authored articles). Summary of the most important results The empirical part of my work is divided into three parts. In the following sections, I will present the most important findings. The global picture – higher education and science systems in comparison The central question of my research project was "which organizational forms produce science"? For a better understanding and classification of the results of my case study, I embedded the German higher education and science system into the European and global context. I answered the questions "how did the worldwide and European scientific productivity developed between 1900 and 2010 in comparison", and "how was/is the German higher education and science system embedded in global developments of higher education and science over time" as follows: First, I show that the worldwide scientific growth followed a pure exponential curve between 1900 and 2010 (see figures 3 and 10; pp. 50, 147) – and we can assume that this strong upward trend continues today. The massive expansion of scientific production had and still has a tremendous influence on societal developments, beyond simply economic and technical developments, but rather transforming society. I show that higher education and science systems worldwide exhibit communalities, which have led to similar developments and expansion of scientific productivity. The comparison of important European countries (Germany in comparison with Great Britain, France, Belgium and Luxembourg) uncovered the contribution of the development and spread of modern research universities and the extraordinary and continued rise in publication output (see section 7.2; Powell, Dusdal 2016, 2017a, 2017b in press). Within the global field of science, three geographical centers of scientific productivity have emerged over the twentieth century: Europe, North America, and Asia. Their relative importance fluctuates over time, but today all three centers continue to be the key regions in the production of scientific research in STEM+ journals. Especially in Asia, the growth rates have risen massively in recent years (Powell et al. 2017 in press). Second, I investigated that all countries worldwide invest more into research and development (R&D) (figure 9, p. 140). These investments have a clear impact on the scientific productivity of nations, yet there are important differences between countries in absolute production and productivity rates. Alongside direct investments in R&D or the application of patents in STEM+-fields that influence the expansion of science, the capacity for producing more knowledge fundamentally depends on rising student enrolments, a growing number of researchers, the widening of research activities into various arenas of society, the development of products, and the (re-)foundation of universities (Powell, Baker, Fernandez 2017 in press). As part of the higher education expansion and massification during the 1960s and 70s, the numbers of researchers and students rose tremendously. The growth of scientific publications thus results from the on-going institutionalization of higher education and science systems worldwide. The growth of publications is also explained by the steady growth in the number of researchers working within these growing – and increasingly interconnected – systems. Third, I could reject the argument of Derek J. de Solla Price that the pure exponential growth of scientific literature has to flatten or would slow-down several decades after the advent of "big science" (see paragraph 2.4; figure 4 and 10; p. 53, 147). Although radical historical, political, economical, and technical events (see figure 11, p. 150) led to punctual short-term decreases in publication outputs, the long-term development of universities and other organizational forms producing science led to sustained growth of scientific publications, with the numbers of publications rising unchecked over the long twentieth century. In 2010, the worldwide scientific productivity in leading STEM+ journals was about one million articles annually. Fourth, I could show that the absolute numbers have to be put into perspective and standardized in relation to the investments in R&D, the size of the higher education and science systems, the number of inhabitants (see figure 12, p. 159), and the number of researchers (table 3, p. 162; figure 13, p. 164). The initial expansion of scientific publications in STEM+-fields is based on a general growth of higher education and science systems. The different institutional settings and organizational forms that produce science have an impact on scientific productivity. The selected country case studies – Germany, Great Britain, France, Belgium and Luxembourg – demonstrate that systems with strong research universities are highly productive; they seem to provide conditions necessary for science. As a result, not only the number and quality of researchers is important, but also the institutional and organizational settings in which they are employed. Fifth, in international comparison, Germany continues to contribute significantly to scientific productivity in STEM+ fields. With an annual growth rate of 3.35%, Germany follows the United States and Japan. In 2014, German governments invested €84.5 billion in R&D – 2.9% of overall GDP. The EU-target of 3% by 2020 was barely missed. In 2010, Germany produced 55,009 research articles (see table A5). In comparison to Great Britain, France, Belgium and Luxemburg, Germany still leads in scientific output in Europe –comparing just the absolute numbers. The size of the country itself and the institutionalization of the higher education and science systems influence publication outputs, of course, with these absolute numbers in relation to other key indicators showing a different picture. Standardized by the number of inhabitants, Germany published less articles per capita than Belgium and Great Britain. The number of researchers amounted to 327,997 (FTE) in 2010. The ratio of inhabitants to scientists was 1,000:4. Among these countries studied in-depth, Luxembourg and Great Britain had more researchers per capita than did Germany. The interplay of the organizational forms of science in Germany between 1900 and 2010 On the basis of the analysis of the global and European contexts, and development of worldwide scientific productivity over time in chapter 7, I started the in-depth case study of Germany. Bridging this overview and the following in-depth analyses is a chapter on the institutionalization of the German higher education and science system (see chapter 8). Here, I described the most important institutions and organizations and the organizational field – universities, extra-university research institutes and universities of applied sciences. Furthermore, I discussed the differences between West and East Germany during their division (1945–1990). Summarizing the most important results shows that the development of publications in Germany follows global and European trends (on a lower scale) (see figure 16, p. 208). Over time, Germany experienced pure exponential growth of scientific publications and a rising diversity of organizational forms that contribute to scientific productivity (see sections 9.1 and 9.3). I answered the following three research questions: "how has the scientific productivity in Germany developed between 1900 and 2010", "among all science producing organizational forms, what do the key organizational forms contribute to scientific productivity", "which organizational forms provide the best conditions for scientific productivity", and "which single organizations are the most research intense in Germany"? First, the growth curve of scientific publications in Germany turns out as expected – it shows pure exponential graph, comparable with the worldwide and European development of scientific productivity between 1900 and 2010. Here, too, cataclysmic events such as the two world wars and the Great Depression as well as reunification had only short-term (negative) impact (figure 11, p. 150) on scientific productivity, without even a medium-term slow-down or flattening of the curve. By 2010, the total number of publications in STEM+ fields by researchers in German organizations topped 55,000 in one year alone. Second, a detailed examination and comparison of the development of scientific productivity in West Germany and East Germany between 1950 and 1990 showed that the growth rate of Germany (altogether) was based mainly on steady growth of scientific publications in West Germany (see figure 17, p. 211). The growth curve of the former GDR was quite flat and proceeded on a very low level. As a result, I conclude that the GDR's higher education and science system, based on its academy model, did not provide conditions for scientific productivity as optimally as did the BRD. Third, a detailed analysis of the "key classical" organizational forms of science – universities and extra-university research institutes – show that universities were and are the main producers of scientific publications in STEM+ from 1975 to 2010 (see figure 18, p. 217). On average, university-based researchers produced 60% of all articles and defended their status against other organizational forms, which leads to the rejection of the Mode 2 hypothesis. Non-university publications reached an average of 40%. But that does not mean that other organizational forms were not producing science as well. The percentage share of articles is ultrastable and shows only marginal variations. The thesis that the proportion of university publications should decrease over time can be rejected for the period from 1975 to 2010. This suggests that scientific productivity of universities is actually rising, since despite decreasing financial support (R&D) in favor of extra-university research institutes, the universities produced more research articles with less resources over time. Fourth, although not only scientists within universities and research institutes publish their research in scientific journals, jointly these organizational forms have produced more than three-quarters of all research articles since 1980. Already in the earlier years, they produced a large number of scientific articles. Other organizational forms also generate scientific knowledge (for an extensive description of the organizational form matrix, see table 4, pp. 222f.). Especially scientists in firms, government agencies, and hospitals publish articles in peer-reviewed journals in STEM+ (see figures 19 and 20; pp. 220, 246). Indeed, the universities have been the driving force of scientific productivity for more than a century. With their specific orientation to basic research and their linkage of research and teaching, they provide conditions that facilitate the production of science. Universities are among the oldest institutions with a high degree of institutionalization. All other organizational forms (academies, associations, infrastructures, laboratories, military, museums and non-university education) were identified in the dataset played only a minor role and were summarized in the category "further types". Fifth, the analysis of the ten most research-intensive single organizations in Germany in the year 2010 confirmed the results. Only universities and institutes were part of this group. A summary of publications of single institutes under their umbrella organizations shows that the institutes of the Max Planck Society and of the Helmholtz Association are the leading science producers in Germany, outpacing the scientific productivity of universities, but only when aggregating the contributions of dozens of individual institutes (see table 5, p. 259f). An analysis of single institutes shows that these research institutes cannot compete with universities, because of their size and the number of researchers. The Charite – Universitätsmedizin Berlin, a hybrid organization, is another leading science producer in Germany. National and international cooperation of scientific research Finally, increasing internationalization of research has impacted on national and international cooperation. leading to collaboratively-written publications in scientific journals. Through advancing globalization, national and international scientific cooperation increased in volume and importance. International cooperation in STEM+ is facilitated by the reputation of the research organization and of the co-authors, higher visibility within the scientific community and more possibilities for interdisciplinary research as well as better or more specialized facilities. Today, more than a third of all research articles worldwide are produced in scientific collaboration; only around a quarter are single-authored articles. In contrast to Humboldt's principle "in Einsamkeit und Freiheit" (in loneliness and freedom), research is no longer done by one scientist, but is much more likely the result of collaboration. Research networks are increasingly important, and researchers share their common interests on a research question, publishing their results in joint publications. Researchers, organizations, and indeed countries differ in the ways they organize their research and thus how they enable research and collaboration. This depends on location, size, higher education and science system, the organizational field and organizations. Here, varying patterns of scientific cooperation were presented, showing a massive increase in scientific collaboration in (inter)national co-authorships over time. Until the 1990s, researchers in all investigated countries (France, Germany, Great Britain, USA, Japan, China, Belgium, Luxembourg) published their research articles mainly as single-authored papers. Only since the 1990s have co- and multi-authored publications risen (considerably): In 2000, only a third of all publications were published by one author. In 2010, the proportion reached its lowest level with only one-fifth of all papers single-authored (see table 6, pp. 279f). Countries differ considerably in their amount of collaboratively-written research articles. References Powell, J. J. W. & Dusdal, J. (2016). Europe's Center of Science: Science Productivity in Belgium, France, Germany, and Luxembourg. EuropeNow, 1(1). http://www.europenowjournal.org/2016/11/30/europes-center-of-science-science-productivity-in-belgium-france-germany-and-luxembourg/. Last access: 13.12.2016. Powell, J. J. W. & Dusdal, J. (2017a): Measuring Research Organizations' Contributions to Science Productivity in Science, Technology, Engineering and Math in Germany, France, Belgium, and Luxembourg. Minerva, (). Online first. DOI:10.1007/s11024-017-9327-z. Powell, J. J. W. & Dusdal, J. (2017b in press). The European Center of Science Productivity: Research Universities and Institutes in France, Germany, and the United Kingdom. IN Powell, J. J. W., Baker, D. P. & Fernandez, F. (Hg.) The Century of Science: The Worldwide Triumph of the Research University, International Perspectives on Education and Society Series. Bingley, UK, Emerald Publishing. Powell, J. J. W., Baker, D. P. & Fernandez, F. (2017 in press). The Century of Science: The Worldwide Triumph of the Research University, International Perspectives on Education and Society Series. Bingley, UK, Emerald Publishing. Powell, J. J. W., Fernandez, F., Crist, J. T., Dusdal, J., Zhang, L. & Baker, D. P. (2017 in press). The Worldwide Triumph of the Research University and Globalizing Science. IN Powell, J. W., Baker, D. P. & Fernandez, F. (Hg.) The Century of Science: The Worldwide Triumph of the Research University, International Perspectives on Education and Society Series. Bingley, UK, Emerald Publishing. ; Überblick und Einleitung Bereits der Titel meiner Dissertation "Welche Organisationsformen produzieren Wissenschaft? Expansion, Vielfalt und Kooperation im deutschen Hochschul- und Wissenschaftssystem im globalen Kontext, 1900-2010" verspricht, dass sich dem Thema der Entwicklung wissenschaftlicher Produktivität in Deutschland aus verschiedenen Perspektiven (Analyseebenen, Dimensionen und Zeitrahmen) genähert werden soll. Eingebettet in das international vergleichende Forschungsprojekt Science Productivity, Higher Education, Research and Development, and the Knowledge Society (SPHERE) rückt meine Dissertation die Analyse des Einflusses der Hochschulentwicklung und der wissenschaftlichen Kapazitätsbildung auf die wissenschaftliche Wissensproduktion in den Vordergrund. Es interessiert mich, wie die im deutschen Hochschul- und Wissenschaftssystem vorherrschenden Strukturen und institutionellen Settings die langfristige Entwicklung wissenschaftlicher Produktivität beeinflusst und verändert haben. Besonders vor dem Hintergrund einer voranschreitenden Globalisierung und Internationalisierung der Wissenschaft, einer weltweiten Vernetzung von Wissenschaftlern und der Herausbildung einer Wissensgesellschaft. Die Annäherung an den Forschungsgegentand erfolgt auf der Makro- und Mesoebene: den institutionalisierten und organisationalen Settings, in denen Wissenschaft produziert wurde und wird. Da Informationen zu einzelnen Autoren nicht zur Verfügung standen, können keine Aussagen auf der Mikroebene getroffen werden, wenngleich Publikationen natürlich immer von Individuen verfasst werden und nicht von den hier untersuchten Ländern oder Organisationsformen und Einzelorganisationen. Anhand der Dimensionen Expansion, Vielfalt und Kooperation wird der Untersuchungsrahmen abgesteckt und eine Ordnung der Fragestellung vorgenommen, an denen die Struktur der Arbeit ausgerichtet ist. Der Zeitrahmen der Arbeit umfasst die Jahre 1900 bis 2010, also mehr als ein Jahrhundert (siehe Abschnitt 1.2). Ziel dieser Arbeit ist es darzulegen, warum Wissenschaftler ihre Ergebnisse in Form von Zeitschriftenartikeln publizieren. Es geht unter anderem darum, die Wichtigkeit wissenschaftlicher Erkenntnisse hervorzuheben, da nicht publizierte Ergebnisse für die Wissenschaft nicht existieren und sich aus der Art und Weise, wie publiziert wird, die Organisation der Forschung innerhalb und übergreifend einer Disziplin oder eines Fachs ableiten lässt. In den in dieser Arbeit untersuchten Fächergruppen Mathematik, Ingenieur-, Natur- und Technikwissenschaften sowie Medizin (im Folgenden angelehnt an die englische Abkürzung STEM (Science, Technology, Engineering and Mathematics) plus Medicine als STEM+ bezeichnet) spielen Publikationen in peer reviewed Zeitschriften eine wichtige Rolle – neben Patenten in den angewandteren Fächergruppen sind sie heutzutage das wichtigste Publikationsformat. Sie dienen nicht nur der Dokumentation generierten Wissens, sondern sind auch ein Anzeiger für die Reputation eines Forschers und dienen der Messung wissenschaftlicher Produktivität. Zeitschriftenpublikationen in hochklassigen Zeitschriften, die einem peer review Verfahren unterliegen, können als gold standard zur Messung wissenschaftlicher Produktivität herangezogen werden. In den letzten Jahrzehnten kam es zu einer zunehmenden Verwissenschaftlichung vieler gesellschaftlichen Teilbereiche und die Generierung wissenschaftlichen Wissens rückte immer weiter ins Zentrum des politischen und wirtschaftlichen Interesses, unabhängig davon, wo es produziert wurde. Aus diesem Grund werden die Orte und institutionellen Settings (Organisationen, Organisationsformen) wissenschaftlicher Produktivität (hauptsächlich Universitäten, außeruniversitäre Forschungsinstitute, Unternehmen, Behörden und Ressortforschungseinrichtungen und Krankenhäuser) identifiziert und voneinander abgegrenzt. Indem ihre Gemeinsamkeiten und Unterschiede anhand ihrer Aufgaben und Ziele sowie der Art der Forschung diskutiert werden. In einem ersten Schritt lege ich dar, warum ich diese Arbeit an der Schnittstelle zwischen Hochschul- und Wissenschaftsforschung und der Bibliometrie angelegt habe (siehe Kapitel 2 und 5). Publikationsanalysen werden zwar immer noch als Hauptaufgabe der Bibliometrie gesehen, aber ihre Ergebnisse werden auch von anderen Akteuren wie Hochschulmanagern, Politikern und Wissenschaftlern genutzt, um einerseits Aussagen über die Qualität der Wissenschaft zu treffen, aber auch um sich miteinander zu vergleichen oder steuernd in die Struktur und Organisation einzugreifen und Aussagen über den Output des Hochschul- und Wissenschaftssystems zu treffen. Direkte Aussagen über die Qualität der Forschung auf Basis der Anzahl an Zeitschriftenartikeln, die ein Wissenschaftler publiziert, können nicht getroffen werden, es kann aber über die Qualität einer Zeitschrift (Impactfactor) ein Proxi gebildet werden, mit dessen Hilfe Vergleiche zwischen Disziplinen getroffen werden können. Um wissenschaftliche Produktivität zu messen, müssten ergänzende Parameter hinzugezogen werden. Aus diesem Grund werden in dieser Arbeit lediglich Aussagen über die Quantität wissenschaftlicher Produktivität getroffen, nicht aber über die Qualität der untersuchten Zeitschriftenartikel, die Forschungsleistung einzelner Wissenschaftler, Organisationen oder Organisationsformen und einzelner Länder. Nichtdestotrotz zeigen Indikatoren zur Messung wissenschaftlichen Outputs eine große Expansion wissenschaftlicher Produktivität, eine Stabilität der Universitäten im Zeitverlauf und die Wichtigkeit Deutschlands als Wissensschaftsproduzent sowie eine steigende Differenzierung und Diversifizierung der Organisationsformen. Zudem können die 1990er Jahre als Startpunkt steigender nationaler und internationaler Kooperationen gesehen werden. In Kapitel 2 zum multidisziplinären Kontext der Arbeit zeige ich, in welcher Beziehung sich die Hochschul- und Wissenschaftsforschung in Deutschland zueinander befinden. Wissenschaftliches Wissen nimmt eine Sonderstellung im Vergleich zu anderen Wissensformen ein, da es unter bestimmten Bedingungen, die von der wissenschaftlichen Gemeinschaft selbst bestimmt werden, generiert und verbreitet wird. Um einen Überblick über die wichtigsten Studien innerhalb meines Feldes zu bekommen, und um meine Arbeit in den empirischen Kontext zu rücken, beschreibe ich in Kapitel 3 dieser Arbeit den aktuellen Forschungsstand. Forschungsfragen Abschnitt 1.2 stellt einen detaillierten Überblick über die dieser Arbeit zugrunde liegenden Forschungsfragen bereit: Welche Organisationsformen produzieren Wissenschaft? 1. Wie hat sich die wissenschaftliche Produktivität weltweit und im europäischen Vergleich zwischen 1900 und 2010 entwickelt? 2. Wie war/ist das deutsche Hochschul- und Wissenschaftssystem in die globalen Entwicklungen der Hochschulbildung und Wissenschaft im Zeitverlauf eingebettet? 3. Wie hat sich die wissenschaftliche Produktivität in Deutschland zwischen 1900 und 2010 entwickelt? 4. Unter allen Wissenschaft produzierenden Organisationsformen, was tragen die "klassischen" Formen zur wissenschaftlichen Produktivität bei? 5. Welche Organisationsformen stellen die besten Bedingungen für wissenschaftliche Produktivität bereit? 6. Welche Einzelorganisationen gehören zu den forschungsstärksten in Deutschland? 7. Welchen Einfluss hat die zunehmende Internationalisierung der Forschung auf nationale und internationale Kooperationen in Form von Publikationen in Zeitschriftenartikeln? Theoretischer Rahmen Theoretisch (siehe Kapitel 4) basiert meine Arbeit auf einem neu-institutionellen (NI) Ansatz zur Untersuchung und Erklärung der Expansion des Hochschulwesens und der Wissenschaft weltweit. Trotz des allgemeinen Wachstums wissenschaftlicher Produktivität bestehen beträchtliche Unterschiede zwischen den institutionellen Settings, Organisationsformen und einzelner Organisationen, die maßgeblich zur wissenschaftlichen Produktivität beitragen. Der soziologische NI konzentriert sich auf das Verständnis von Institutionen und Organisationen. Institutionen sind ein wichtiger Baustein, um soziales Handeln und Prozesse der Gesellschaftsentwicklung zu verstehen. Organisationen und Institutionen stehen in einer wechselseitigen Beziehung zueinander. Die zentralen Annahmen des NI wurden von Walter Powell, Paul DiMaggio und Richard Scott formuliert. Meilensteine: der Zusammenhang von Organisation und Gesellschaft und die Annahme, dass formale Organisationsstrukturen Mythen zum Ausdruck bringen, die in ihrer gesellschaftlichen Umwelt institutionalisiert sind. Indem Organisationen diese Mythen erfassen, kopieren und zeremoniell zur Geltung bringen, werden Strukturähnlichkeiten (Isomorphien) zwischen Organisationen und der Gesellschaft hergestellt. Das Konzept der "organisationalen Felder" dient der Beschreibung der Beziehung zwischen verschiedenen Organisationen und beinhaltet alle relevanten Organisationen, die sich mit ihrer gesellschaftlichen Umwelt auseinander setzen. In Abschnitt 4.1.2 werden die Unterschiede zwischen den Begriffen Institutionen und Organisationen diskutiert, da diese besonders in der deutschsprachigen Soziologie nicht trennscharf genutzt werden. Grundsätzlich unterscheiden sich Ansätze institutioneller Theorie in ihrer Anwendungsebene, sie sind aber durch ihren Überbau miteinander verschränkt. Folglich ist der NI als theoretische Basis besonders gut geeignet, um eine Mehrebenenanalyse der wissenschaftlichen Produktivität zeit- und ortsübergreifend durchzuführen. Die historische Entwicklung des deutschen Hochschul- und Wissenschaftssystems kann nicht ohne eine Berücksichtigung der globalen Entwicklungen durchgeführt werden, da es einerseits einen enormen Einfluss auf die Entwicklung anderer Systeme weltweit hatte/hat und andererseits globale Entwicklungen die Institutionalisierung und Organisation der Wissenschaft in Deutschland beeinflussen. Intersektorale und internationale Kooperationen sind im Zeitverlauf angewachsen, werden immer wichtiger und führen zu ausgeprägten Netzwerken innerhalb und zwischen Hochschul- und Wissenschaftssystemen weltweit. Aufgrund einer zunehmenden Verzahnung einzelner Länder und den damit einhergehenden Wechselwirkungen zwischen den unterschiedlichen Analyseebenen (makro, meso, mikro) ist eine klassische, nationalstaatliche Analyse nicht mehr zielführend. Nichtsdestotrotz können Länder als vergleichbare Einheiten gesehen werden, da sie über klar definierte Grenzen und Strukturen verfügen. Die unterschiedlichen theoretischen Perspektiven und Analyseebenen werden in Abbildung 5 genauer beschrieben. Der theoretische Ansatz der "Weltkultur" bietet eine breitere Linse des soziologischen NI auf die globale Arena. Der Fokus liegt auf globalen und internationalen Strukturen und Prozessen, die sich über lange Zeit entwickelt haben. Mit Hilfe dieser Perspektive können globale Diffusion und formale Strukturen der Entkopplung von formalen Grundsätzen und praktischer Anwendung erklärt werden. Zusammen nehmen der historische und soziologische Institutionalismus zeitliche Entwicklungen und Prozesse in den Blick, die erklären, wie Institutionen entstehen und sich verändern. Die Konzepte critical junctures und Pfadabhängigkeit sollen helfen diese Prozesse auf der Mesoebene zu verstehen. Um die Transformation der Wissensproduktion im Zeitverlauf des 20. Jahrhunderts zu verstehen und um zu analysieren, welche Organisationsformen an der Produktion wissenschaftlichen Wissens beteiligt waren, werden zwei theoretische Konzepte herangezogen: Modus 1 versus Modus 2 Wissenschaft und das Triple-Helix Modell zur Beschreibung der Beziehung zwischen Wissenschaft, Industrie und Staat. In The New Production of Knowledge beschreiben Michael Gibbons und seine Kollegen den Wandel der Wissenschaft von einer akademischen, disziplinären und autonomen, traditionellen, Organisation der Wissenschaft (Modus 1) mit einem Schwerpunkt auf Universitäten als wichtigste Organisationsform, hin zu einer anwendungsorientierteren, transdisziplinären, diversen und reflexiven Organisation der Wissenschaft (Modus 2), die eine diversere Organisation der Wissenschaft unterstützt und auf einem breiteren organisationalen Setting der Wissensproduktion beruht. Innerhalb der Literatur wird diskutiert, ob das neue Modell das alte ersetzen soll und welches der Modelle die gegenwärtige Organisation der Wissenschaft am besten beschreibt. Im Gegensatz hierzu bleibt beim Triple-Helix Modell die historische Rolle der Universitäten erhalten. Der Ansatz geht davon aus, dass zukünftige Innovationen aus einer Beziehung von Universitäten (Wissensproduktion), Industrie (Generierung von Wohlstand) und dem Staat (Kontrolle) resultieren. Daten und Methoden In dieser Arbeit werden ausschließlich Publikationen in peer reviewed Zeitschriften als Kennzeichen wissenschaftlicher Produktivität herangezogen. Dieser Schwerpunkt ermöglicht mir eine tiefgreifende Analyse von Publikationen über einen Zeitraum von mehr als einem Jahrhundert. Zeitschriftenartikel in hochklassigen und möglichst internationalen Journalen bilden den gold standard wissenschaftlichen Outputs in den hier untersuchten Mathematik, Ingenieur-, Natur- und Technikwissenschaften sowie der Medizin (STEM+). Meine Daten basieren auf einem stratifizierten, repräsentativen Sample (siehe ausführlich Kapitel 6) publizierter Zeitschriften, die als Rohdaten aus Thomson Reuters Web of Science Science Citation Index Expanded (SCIE) zur Analyse zur Verfügung stehen (eine vergleichbare Datenbank stellt Elseviers Scopus bereit). Methodologisch wird eine Kombination aus einer vergleichenden institutionelle Analyse ausgewählter Länder, eine historische Untersuchung des deutschen Hochschul- und Wissenschaftssystems und eine systematische, globale Auswertung bibliometrischer Publikationsdaten angestrebt. Der SCIE umfasst mehr als 90 Millionen Einträge (gespeichert werden nahezu alle Typen wissenschaftlichen Outputs), hauptsächlich aus den oben genannten Fächergruppen. Diese Arbeit beschränkt sich auf originale Zeitschriftenartikel (Originalmitteilungen), da lediglich dieser Publikationstyp zertifiziertes und neues Wissen enthält. Der SPHERE Datensatz umfasst publizierte Zeitschriftenartikel aus den Jahren 1900 bis 2010. Von 1900 bis 1970 wurden die Daten in 5-Jahres-Schritten mittels einer geschichteten Zufallsstichprobe ausgewählt. Ab 1975 stehen die Daten vollständig und ab 1980 in Jahresschritten zur Verfügung. Abhängig von der untersuchten Fragestellung werden die Daten in 5-Jahres- oder 10-Jahres-Schritten analysiert. Eine detaillierte Beschreibung des Samplings und der Gewichtung der Daten kann den Abschnitten 6.2.2 und 6.8 entnommen werden. Unter Berücksichtigung dieser Kriterien werden 17.568 unterschiedliche Zeitschriften (42.963 Zeitschriften, wenn dieselbe Zeitschrift in unterschiedlichen Jahren mehrfach berücksichtigt wird) und 5.089.233 Forschungsartikel untersucht. Um die Daten für die Analyse aufzubereiten muss eine intensive Vorarbeit geleistet werden. Sie werden umfassend (nach-)kodiert und bereinigt. Besonders häufig sind Fehler oder fehlende Informationen auf Ebene der Länder und/oder der Organisationen/Organisationsformen, in denen die Forschung betrieben wurde. Im Zeitraum von Juni 2013 bis Dezember 2015 habe ich die Originalzeitschriften und -artikel in Online-Zeitschriftendatenbanken oder Archiven verschiedener Universitätsbibliotheken eingesehen, begutachtet und mit Hilfe einer Excel-Tabelle katalogisiert und fehlende Informationen, wenn vorhanden, ergänzt. In der Bibliometrie werden verschiedene Vorgehensweisen diskutiert, wie Publikationen gezählt werden können. Die Analysen dieser Arbeit basieren hauptsächlich auf der whole count Methode (siehe Tabelle 1). Die Entscheidung basiert auf der Annahme, dass jeder Autor, jede Organisation, oder jedes Land gleichermaßen zu einer Publikation beigetragen hat. Folglich kann es zu einer Verzerrung bzw. Überschätzung der Ergebnisse kommen, da Zeitschriftenartikel mehrfach gezählt werden, wenn sie in Form von Forschungskooperationen publiziert wurden. Um die absolute Anzahl an Publikationen (weltweit, Europa, Deutschland) zu ermitteln, wird die Gesamtzahl an Artikeln pro Jahr (ohne Duplikate) berechnet. Zusammenfassung der wichtigsten Ergebnisse Der empirische Teil meiner Arbeit ist in drei Teile untergliedert. Die folgenden Abschnitte fassen die jeweils wichtigsten Ergebnisse zusammen. The Global Picture – Hochschul- und Wissenschaftssysteme im Vergleich Im Mittelpunkt meiner Dissertation steht die Frage, welche Organisationsformen Wissenschaft produzieren. Um die Ergebnisse der detaillierten Fallstudie einordnen und bewerten zu können, erfolgt zunächst eine Einbettung in den globalen und europäischen Kontext. Die forschungsleitenden Fragen, wie hat sich die wissenschaftliche Produktivität weltweit und im europäischen Vergleich zwischen 1900 und 2010 entwickelt und wie war/ist das deutsche Hochschul- und Wissenschaftssystem in die globalen Entwicklungen der Hochschulbildung und Wissenschaft im zeitverlauf eingebettet, wird folgendermaßen beantwortet: In einem ersten Schritt wird gezeigt, dass das weltweite wissenschaftliche Wachstum zwischen 1900 und 2010 exponentiell verlief und dieser Trend vermutlich bis heute anhält (siehe Abbildungen 3 und 10, S. 50, 147). Die massive Ausdehnung wissenschaftlichen Wissens hatte und hat auch heute noch einen großen Einfluss auf gesellschaftliche Entwicklungen, die nicht auf den wirtschaftlichen und technischen Fortschritt beschränkt sind. Ich werde darstellen, dass Hochschul- und Wissenschaftssysteme weltweite Gemeinsamkeiten aufweisen, die zu einer ähnlichen Entwicklung und Ausweitung wissenschaftlicher Produktivität geführt haben. Im Vergleich wichtiger europäischer Länder (Deutschland im Vergleich mit Großbritannien, Frankreich, Belgien und Luxemburg), kann gezeigt werden, dass zwischen der weltweiten Ausweitung der Wissenschaft, dem Anstieg an Publikationen und der Expansion von modernen Forschungsuniversitäten ein Zusammenhang besteht (siehe Abschnitt 7.2; Powell, Dusdal 2016, 2017a; 2017b im Druck). So wurde ein globales Feld der Wissenschaft aufgespannt, das als übergeordneter Rahmen fungiert. Drei geografische Zentren wissenschaftlicher Produktivität werden im Zeitverlauf identifiziert: Europa, Nordamerika und Asien. Sie haben zu unterschiedlichen Zeitpunkten an Bedeutung gewonnen oder verloren, doch zum heutigen Zeitpunkt tragen sie alle zur wissenschaftlichen Produktivität in den untersuchten Fächergruppen bei. Allerdings sind besonders in Asien die Wachstumsraten massiv angestiegen (Powell et al 2017 im Druck). Zweitens investieren alle Länder weltweit in Forschung und Entwicklung (FuE) (siehe Abbildung 9, S. 140). Diese Investitionen haben einen Einfluss auf ihre wissenschaftliche Produktivität. Zwischen einzelnen Ländern sind zum Teil große Unterschiede in der absoluten Publikationszahl und der relativen wissenschaftlichen Produktivität feststellbar. Nicht nur Investitionen in FuE tragen zur Expansion der Wissenschaft bei, sondern auch die Anmeldung von Patenten, höhere Studierendenzahlen, eine gestiegene Anzahl an Forschern, die Ausweitung von Forschungsaktivitäten in viele gesellschaftliche Teilbereiche, die Entwicklung von Forschungsprodukten und Neugründungen von Universitäten (Powell, Baker, Fernandez 2017 im Druck). Im Zuge der Hochschulexpansion und der Massifizierung der Hochschulbildung in den 1960er und 70er Jahren sind besonders die Studierendenzahlen und die Anzahl der Wissenschaftler extrem angestiegen. Es kam also zur Ausweitung des kompletten Hochschul- und Wissenschaftssystems und nicht nur zu einer Erhöhung der Anzahl an Publikationen. Im Umkehrschluss kann ein Teil des Anstiegs wissenschaftlicher Publikationen auf eine steigende Anzahl an Wissenschaftlern zurückgeführt werden. Drittens kann die von Derek J. de Solla Price aufgestellte These, dass das exponentielle Wachstum wissenschaftlicher Literatur irgendwann abflachen müsse, wiederlegt werden (siehe Abschnitt 2.4; Abbildungen 4 und 10, S. 53, 147). Obwohl einschneidende historische, politische, wirtschaftliche und technologische Ereignisse sowie Ereignisse bezogen auf die Hochschulen und Wissenschaft (siehe Abbildung 11, S. 150) kurzfristig zu einer Verringerung der Publikationszahlen geführt haben, wurde die Wachstumskurve nicht nachhaltig beeinflusst. Im Jahr 2010 wurden weltweit fast eine Million Zeitschriftenartikel in den Natur- und Technikwissenschaften sowie der Medizin publiziert. In Abschnitt 7.2.2 zeige ich, dass die Anzahl der publizierten Zeitschriftenartikel im Verhältnis zu den Ausgaben für FuE, der Größe der Hochschul- und Wissenschaftssysteme und der Anzahl der Einwohner (siehe Abbildung 12, S. 159) und Wissenschaftler (siehe Tabelle 3, S. 162; Abbildung 13, S. 164) relativiert werden müssen. Die anfängliche extreme Expansion der wissenschaftlichen Publikationen in den Mathematik, Ingenieur-, Natur- und Technikwissenschaften sowie der Medizin basiert auf einem allgemeinen Wachstum der Hochschul- und Wissenschaftssysteme (siehe oben). Unterschiedliche institutionelle Settings und Organisationsformen, in denen Wissenschaft produziert wird, haben einen Einfluss auf die wissenschaftliche Produktivität. Anhand der ausgewählten Fallbeispiele (Deutschland, Großbritannien, Frankreich, Belgien und Luxemburg) werde ich darlegen, dass Hochschul- und Wissenschaftssysteme, die über forschungsstarke Universitäten verfügen, höchst produktiv sind. Es kommt also nicht nur darauf an, wie viele Wissenschaftler innerhalb eines Systems beschäftigt werden, sondern auch darauf, in welchen institutionellen Settings sie arbeiten. Fünftens, im internationalen Vergleich trägt Deutschland immer noch erheblich zur wissenschaftlichen Produktivität in den untersuchten Fächern bei. Mit einer Wachstumsrate von 3,35% Prozent folgt Deutschland den USA und Japan. Im Jahr 2014 wurden in Deutschland 84,5 Mrd./€ für FuE von der Regierung bereitgestellt. Dies entspricht einem Anteil von 2,9 Prozent des BIP. Somit wurde der EU-Richtwert von 2020 von 3 Prozent lediglich knapp verfehlt. Im Jahr 2010 wurden in Deutschland insgesamt 55.009 Zeitschriftenartikel in den STEM+-Fächern publiziert (siehe Tabelle A5 im Anhang). Im Vergleich der absoluten Zahlen mit Großbritannien, Frankreich, Belgien und Luxemburg nimmt das Land die Spitzenposition ein. Die Größe des Hochschul- und Wissenschaftssystems hat somit einen Einfluss auf die Publikationsleistung. Werden die Zahlen in einem nächsten Schritt mit anderen Schlüsselindikatoren in Beziehung gesetzt, verändert sich die Leistung der miteinander verglichenen Systeme zum Teil erheblich. Gemessen an der Einwohnerzahl werden in Deutschland weniger Zeitschriftenartikel publiziert als in Belgien oder Großbritannien. Die Anzahl der beschäftigten Wissenschaftler betrug in Deutschland im selben Jahr 1000:4. Nur in Luxemburg und Großbritannien ist das Verhältnis von Wissenschaftlern zur Einwohnerzahl größer. Das Zusammenspiel der Organisationsformen der Wissenschaft in Deutschland von 1900 bis 2010 Auf Basis der Analysen zum globalen und europäischen Kontext der Entwicklung wissenschaftlicher Produktivität im Zeitverlauf (siehe Kapitel 7) folgt eine tiefgreifende, institutionelle Analyse des deutschen Hochschul- und Wissenschaftssystems (siehe Kapitel 8). Sie dient als Ein- und Überleitung zur detaillierten empirischen Auswertung der Daten zum deutschen Hochschul- und Wissenschaftssystem. Hier werden die wichtigsten Institutionen und Organisationen sowie das organisationale Feld der Wissenschaft (Universitäten, Fachhochschulen, außeruniversitäre Forschungseinrichtungen) vorgestellt. Zudem diskutiere ich die Unterschiede zwischen Ost- und Westdeutschland zur Zeit des geteilten Deutschlands (1945-1990). Eine Zusammenfassung der wichtigsten Ergebnisse zeigt, dass die Entwicklung der Publikationszahlen in Deutschland dem weltweiten und europäischen Trend (im kleineren Umfang) folgt (siehe Abbildung 16, S. 208). Es kam sowohl zu einer Expansion des wissenschaftlichen Wissens in Form eines exponentiellen Anstiegs an Publikationen, als auch zu einer Erhöhung der Vielfalt wissenschaftlicher Produktivität im Zeitverlauf (siehe Abschnitte 9.1 und 9.3). Die folgenden vier Forschungsfragen werden beantwortet: Wie hat sich die wissenschaftliche Produktivität in Deutschland zwischen 1900 und 2010 entwickelt? Unter allen Wissenschaft produzierenden Organisationsformen, was tragen die "klassischen" Formen zur wissenschaftlichen Produktivität bei? Welche Organisationsformen stellen die besten Bedingungen für wissenschaftliche Produktivität bereit? Welche Einzelorganisationen gehören zu den forschungsstärksten in Deutschland? Wie oben beschrieben, verläuft das Wachstum wissenschaftlicher Produktivität in Deutschland zwischen den Jahren 1900 und 2010 exponentiell. Die Kurve ist vergleichbar mit der weltweiten und europäischen Entwicklung, wenn auch in kleinerem Umfang. Zwar hatten auch hier verschiedene Ereignisse, wie der Zweite Weltkrieg, die Weltwirtschaftskrise oder die Wiedervereinigung, einen kurzfristigen Einfluss, allerdings kam es zu keiner Verlangsamung oder Abflachung des Wachstums (siehe Abbildung 11, S. 150). Bis ins Jahr 2010 wuchs die Anzahl der publizierten Zeitschriftenartikel in Deutschland auf 55.009 an. Zweitens, zeigt eine detaillierte Betrachtung der wissenschaftlichen Produktivität Westdeutschlands im Vergleich zu Ostdeutschland, dass der Anstieg der gesamtdeutschen Publikationszahlen auf einem Anstieg der Zahlen in Westdeutschland basiert (siehe Abbildung 17, S. 211). Zwischen 1950 und 1990 verlief die Kurve der wissenschaftlichen Produktivität in der DDR flach und auf einem niedrigen Niveau. Hieraus kann geschlossen werden, dass das Hochschul- und Wissenschaftssystem der DDR, aufbauend auf seinem Akademiemodell, keine guten Bedingungen für wissenschaftliche Forschung bereitgestellt hat. Drittens, zeigt die detaillierte Analyse der "klassischen" Organisationsformen der Wissenschaft, Universitäten und außeruniversitäre Forschungsinstitute, dass Universitäten im Zeitraum von 1975 bis 2010 in den STEM+-Fächern die Hauptproduzenten wissenschaftlicher Zeitschriftenartikel waren und sind (siehe Abbildung 18, S. 217). Im Untersuchungszeitraum beträgt der prozentuale Anteil der universitätsbasierten Forschung im Mittel 60 Prozent. Somit verteidigen sie ihren Status als wichtigste Organisationsform gegenüber anderen. Die Modus 2 Hypothese, dass es im Zeitverlauf zu einem Absinken des prozentualen Anteils der Universitäten kommen muss, wird verworfen. Der Anteil der Nicht-Universitäten liegt hingegen im Durchschnitt bei 40 Prozent. Obwohl die Richtigkeit der folgenden Aussage nicht empirisch überprüft werden kann, wird davon ausgegangen, dass es sich tatsächlich sogar um einen Anstieg wissenschaftlicher Produktivität der Universitäten im Zeitverlauf handelt. Unter Berücksichtigung einer Verschiebung der zur Verfügung stehenden finanziellen Mittel für FuE zugunsten der außeruniversitären Forschungsinstitute haben die Universitäten im Zeitverlauf mit weniger Forschungsgeldern immer mehr wissenschaftliche Zeitschriftenartikel publiziert. Viertens, obwohl nicht nur Wissenschaftler innerhalb von Universitäten und Forschungsinstituten Zeitschriftenartikel veröffentlichen, haben diese beiden Organisationsformen zusammen mehr als drei Viertel aller Publikationen seit den 1980er Jahren verfasst. Aber auch schon in den Jahren zuvor ist ihr gemeinsamer Anteil sehr hoch. Zu den wichtigsten Wissenschaftsproduzenten gehören neben ihnen die (Industrie-)Unternehmen, Behörden und Ressortforschungseinrichtungen und Krankenhäuser (für eine ausführliche Beschreibung der Matrix der Organisationsformen siehe Tabelle 4, S. 222f und Abbildungen 19 und 20, S. 220, 246). Dennoch sind die Universitäten die treibende Kraft wissenschaftlicher Produktivität seit mehr als einem Jahrhundert. Mit ihrer speziellen Ausrichtung auf Grundlagenforschung stellen sie die besten Bedingungen für wissenschaftliche Forschung bereit und gehören zu den ältesten Institutionen mit einem hohen Institutionalisierungsgrad. Universitäten sind widerstandsfähig gegenüber Veränderungen und critical junctures haben keinen negativen Einfluss auf ihre wissenschaftliche Produktivität. Alle anderen im Datensatz gefundenen oder aus der Theorie abgeleiteten Organisationsformen (Akademien, Vereine/Gesellschaften, wissenschaftliche Infrastrukturen, Laboratorien, Militär, Museen und nichtuniversitäre Bildungseinrichtungen) spielen nur eine untergeordnete Rolle und wurden in der Gruppe "sonstige" Organisationsformen zusammengefasst. Fünftens, eine Auswertung der zehn forschungsstärksten Einzelorganisationen Deutschlands im Jahr 2010 bestätigt die oben beschriebenen Ergebnisse, da lediglich Universitäten und außeruniversitäre Forschungsinstitute dieser Spitzengruppe zugehören. Eine Zusammenfassung der Publikationen der Institute unter ihrer Dachorganisation zeigt, dass die Institute der Max-Planck-Gesellschaft und der Helmholtz-Gemeinschaft maßgeblich zur Produktion wissenschaftlichen Wissens in Deutschland beitragen. Sie übertreffen zusammengezählt die Publikationstätigkeit einzelner Universitäten bei weitem (siehe Tabelle 5, S. 259f). Eine Einzelauswertung der Institute zeigt aber auch, dass sie allgemein genommen, aufgrund ihrer Größe und der Anzahl der Wissenschaftler, nicht mit den Universitäten konkurrieren können. Zudem gehört die hybride Organisation, die Charité – Universitätsmedizin Berlin zu den führenden zehn Wissenschaftsproduzenten im deutschen Hochschul- und Wissenschaftssystem. Nationale und internationale Kooperationen wissenschaftlicher Forschung Im letzten empirischen Kapitel der Arbeit wird auf der Makroebene die Frage beantwortet, welchen Einfluss die zunehmende Internationalisierung der Forschung auf nationale und internationale Kooperationen in Form von Publikationen in wissenschaftlichen Zeitschriften hat. Durch die voranschreitende Globalisierung und Internationalisierung haben nationale und internationale Kooperationen stark zugenommen. Zu den wichtigsten Gründen für (internationale) Kooperationen in den Mathematik, Ingenieur-, Natur- und Technikwissenschaften sowie der Medizin zählen unter anderen die Reputation der Forschungsorganisation und der Mitautoren, eine höhere Sichtbarkeit innerhalb der wissenschaftlichen Gemeinschaft, mehr Möglichkeiten für interdisziplinäre Forschung oder auch eine bessere Ausstattung der Labore. Heute sind bereits ein Drittel aller Forschungsartikel weltweit das Ergebnis wissenschaftlicher Kooperationen und lediglich ein Viertel wird von einem Autoren verfasst. Übertragen auf die Organisation der Forschung bedeutet der von Humboldt geprägte Leitsatz "in Einsamkeit und Freiheit", dass wissenschaftliche Forschung nicht mehr in alleiniger Verantwortung eines Wissenschaftlers durchgeführt wird, sondern das Ergebnis von Kooperationen ist. Netzwerke werden immer wichtiger, um gemeinsame Interessen zu teilen, an einer Fragestellung zu arbeiten sowie die aus der Forschung gewonnenen Erkenntnisse gemeinsam zu publizieren. Wissenschaftler, Organisationen und Länder unterscheiden sich dahingehend, wie sie ihre Forschung organisieren und folglich auch darin, wie sie ihre wissenschaftliche Zusammenarbeit gestalten. Diese Wege sind abhängig von der geografischen Lage und Größe des Hochschul- und Wissenschaftssystems, dem organisationalen Feld und den Einzelorganisationen. In dieser Arbeit werden unterschiedliche Muster wissenschaftlicher Zusammenarbeit präsentiert. Die Ergebnisse zeigen einen massiven Anstieg wissenschaftlicher Kooperationen in Form von gemeinsamen Publikationen im Zeitverlauf. Bis in die 1990er Jahre hinein publizierten die Wissenschaftler in den hier untersuchten Länder (Frankreich, Deutschland, Großbritannien, USA, Japan, China, Belgien und Luxemburg) hauptsächlich in Alleinautorenschaft. Erst danach kam es zu einem Anstieg an Kooperationen: Im Jahr 2000 wurden lediglich 37 Prozent aller Artikel von einem Autor verfasst. Im Jahr 2010 erreichte der Anteil einen Tiefststand von lediglich einem Fünftel Alleinautorenschaften (siehe Tabelle 6, S. 279f). Allerdings unterschieden sich die Länder hinsichtlich ihres Anteils an Ko-Autorenschaften zum Teil deutlich voneinander. Literatur Powell, J. J. W. & Dusdal, J. (2016). Europe's Center of Science: Science Productivity in Belgium, France, Germany, and Luxembourg. EuropeNow, 1(1). http://www.europenowjournal.org/2016/11/30/europes-center-of-science-science-productivity-in-belgium-france-germany-and-luxembourg/. Zugriff: 13.12.2016. Powell, J. J. W. & Dusdal, J. (2017a): Measuring Research Organizations' Contributions to Science Productivity in Science, Technology, Engineering and Math in Germany, France, Belgium, and Luxembourg. Minerva, (). Online first. DOI:10.1007/s11024-017-9327-z. Powell, J. J. W. & Dusdal, J. (2017b im Druck). The European Center of Science Productivity: Research Universities and Institutes in France, Germany, and the United Kingdom. IN Powell, J. J. W., Baker, D. P. & Fernandez, F. (Hg.) The Century of Science: The Worldwide Triumph of the Research University, International Perspectives on Education and Society Series. Bingley, UK, Emerald Publishing. Powell, J. J. W., Baker, D. P. & Fernandez, F. (2017, im Druck). The Century of Science: The Worldwide Triumph of the Research University, International Perspectives on Education and Society Series. Bingley, UK, Emerald Publishing. Powell, J. J. W., Fernandez, F., Crist, J. T., Dusdal, J., Zhang, L. & Baker, D. P. (2017, im Druck). The Worldwide Triumph of the Research University and Globalizing Science. IN Powell, J. W., Baker, D. P. & Fernandez, F. (Hg.) The Century of Science: The Worldwide Triumph of the Research University, International Perspectives on Education and Society Series. Bingley, UK, Emerald Publishing.
