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With a whirlwind of dramatic events gripping the world's attention, it can be easy to forget that we are now less than one year away from the 2024 presidential election.Despite their expected focus on domestic issues, candidates will have a lot to answer for this cycle when it comes to foreign policy as the war in Ukraine drags on and U.S.-China relations continue to deteriorate.The Democratic Party has chosen not to hold debates despite growing concerns about President Joe Biden's chances next year. With only a couple of months to go before the primaries start, the Quincy Institute decided that it would be useful to survey Biden's challengers from the left on how they would handle a range of foreign policy issues if elected.The candidates' responses show interesting differences on a range of questions, from a potential Israeli-Saudi normalization deal to the possibility of using military force to fight the cartels in Mexico. The questionnaire went out before the October 7 Hamas attacks against Israel and the subsequent war in Gaza, but we pulled together candidates' reactions to the events where possible.We received responses from Democratic candidate Marianne Williamson as well as independent candidates Robert F. Kennedy Jr. and Cornel West. Biden's campaign declined to participate, so we have aggregated relevant quotes and information about the president's stances where possible. We did the same for Rep. Dean Phillips (D-Minn.), who entered the race in late October and has not responded to our requests. We will update this page if we receive further responses.Biggest challenges to U.S. security; how to avoid war with China; potential negotiations to end the war in Ukraine; U.S. role in Saudi-Israeli normalization; withdrawing troops from Middle East; military force and the Mexican cartels; Israel-Hamas warWhat, in your view, are the three most pressing challenges to U.S. national security?Joe Biden (D)While President Biden has not directly addressed this question, his national security adviser said the following about the White House's 2022 National Security Strategy: "Our strategy proceeds from the premise that the two strategic challenges — geopolitical competition and shared transnational threats — are intertwined. We cannot build the broad coalitions we need to out-compete our rivals, if we sideline the issues that most directly impact the lives of billions of people." He further argued that "this is a decisive decade for shaping the terms of competition, especially with the PRC [China]. This is a decisive decade for getting ahead of the great global challenges — from climate to disease to emerging technology."Marianne Williamson (D)"The three most pressing challenges to U.S. national security are the nuclear threat, climate change, and our inability to go beyond the adversarial positioning in which countries view each other. We are closer to nuclear war than we've been in a long time. We must move towards a nuclear-free world, and we must begin by adopting a no first use policy. Once we adopt this policy, it will be much easier for us to get other nuclear-armed countries to do the same. There is no threat I am more concerned about than climate change. We are living through the last few years where we have a chance to save humanity. We must immediately undergo a just transition from a dirty fossil fueled economy to a clean renewable economy, and create millions of good jobs in the process. The time for incrementalism on climate is over. If we only view other countries through an adversarial lens, in terms of how they can harm or serve our interests, then we cannot deal with these crucial issues that challenge the security of all of us. We must work together with the international community for the common interest so that we can begin to deal with climate change, nuclear weapons, pandemics, and other threats."Robert F. Kennedy Jr. (I)"The most pressing challenges are the ones we have created ourselves. First is the risk of nuclear war, which belligerent and provocative U.S. policy has elevated to levels not seen since the Cold War.The second is the bankrupting of America's wealth, the result of decades of elevated military spending. The trillions spent on armaments could have gone toward building modern infrastructure, feeding and housing people, tackling chronic disease, and nourishing a thriving domestic economy.A third threat to national security is the epidemic of violence in our streets and in our homes. When we wage endless wars abroad, their mirror image afflicts us at home. Realistically, our nation is not threatened by an armed invasion by a foreign power. We have to broaden what we mean by 'national security' to include the things that actually make Americans feel insecure."Cornel West (I)"Climate Change: Climate change is not an endpoint that awaits us in the distant future, it is among us right now and impacting lives across the country and the entire world, especially the most vulnerable and most disadvantaged populations here in the U.S. — Black, Brown, Indigenous, and the poor. According to the National Oceanic and Atmospheric Administration (NOAA), climate change-related damages cost the United States an estimated $165 Billion in 2022, Hurricane Ida, a Category 4 storm that massacred communities in Florida, including the loss of 150 lives, cost taxpayers approximately $112.9 Billion alone. Moreover, NOAA estimates that in the last 40 years, 341 storms exacerbated by climate change have cost the nation more than $2.5 Trillion. To put that into perspective, that's $80 Billion more than the national deficit of approximately $1.7 Trillion, thus far, for Fiscal Year 2023, and 1.5 percent of the national debt that stands at $161.7 trillion and counting. A nation already in massive debt, coupled with the astronomical costs of a growing climate crisis is the direct antithesis of national security. It's undeniable that more calamities associated with the climate crisis, including more powerful weather incidents that induce extreme flooding, extreme heat, and other environmental stressors, are inevitable. These events will have profound impacts on myriad systems and institutions that are necessary to maintain a livable society including, but not limited to, the production of food, access to clean water sources, the quality and availability of housing, transportation, education, and healthcare. The collapse of these systems could reasonably engender massive social unrest that would result in the massive displacement and forced migration of people as we are already witnessing with the United Houma Nation, Pointe-au Chien Indian Tribe, and Biloxi-Chitimacha-Choctaw of present-day Louisiana, who are the first federally recognized climate migrants, whose land is literally sinking due to oil and gas extraction in the Gulf of Mexico, which has rendered their land susceptible to the impacts of climate change. In fact, the United Nations Office of the High Commissions for Refugees has predicted that more than 200 million people, globally, will be forced to relocate due to climate change, including 40% of United Statesians who currently reside in coastal areas. From the atrocities of Hurricane Katrina to the current situation at the United States border with Mexico, we have already witnessed the consequences of climate-related breakdowns of social, economic, and other systems necessary to maintain quality of life and life itself breakdown all coupled with mass migration of innocent people seeking refuge.Increased Militarism: The United States is the single biggest military spender in the world with an annual budget roughly the size of the next seven largest military budgets combined. According to records kept by the National Priorities Project at the Institute for Policy Studies (IPS), in any given year, military spending accounts for over half of the federal government's annual discretionary budget. The U.S. military's bloated budget is utilized to build weapons and warcraft, which are in turn utilized to threaten other nations and demand their cooperation with the perceived U.S. military hegemony or offered to cooperative nations as part of military alliances. In FY 2023 alone, out of a $1.8 trillion federal discretionary budget, $1.1 trillion – or 62 percent – was for militarized programs. On top of war and weapons for the Pentagon, these expenditures include domestic militarism for police departments across the country and mass incarceration, as well as increased detentions and deportation, which represent direct threats to the security of Black, Brown, Indigenous and poor people in the United States. As we are witnessing right now, the current administration is complicit in thousands of civilian deaths by giving Israel military aid at $3.8 billion this year, half of which goes to Israel's missile system. They are now requesting a combined supplemental aid package at $106 billion for Israel along with Ukraine, Taiwan and the Indo-Pacific region, and US immigration enforcement at the US-Mexico southern border. To put this in perspective, combined with the estimated $113 billion in military aid the US has already sent to Ukraine, should the Congress grant President Biden's additional $105 billion package to Ukraine and Israel, this would represent almost 60% of the initially estimated $379 billion in climate change expenditures over 10 years included as part of the so-called Inflation Reduction Act. Further, the $105 billion military aid package to Israel and Ukraine is one hundred times the paltry $1 billion that the US pledged to the Green Climate Fund earlier this year, to fund climate mitigation and adaptation in the formerly colonized countries of Africa, Asia, Latin America, and the Pacific. Our friends at IPS also indicate that the U.S. could safely redirect at least $350 billion from the Pentagon's current spending per year and achieve true security by ending wars, reducing our aggressive posture overseas, and reining in military contracts that drain public coffers for private gain - all measures that would actually increase national security, while making resources available for critical domestic needs including, but not limited to, increased access to healthcare, improving the nation's broken education system - including an iniquitous student loan debt crisis, and real action to address the climate crisis. With the largest military in the world, the US is the single largest greenhouse gas emitting institution and consumer of fossil fuels on the entire planet, with a carbon footprint bigger than 140 other countries. The environmental and climate impacts of global militarism and war are staggering. Militarization continues to increase greenhouse gas emissions and pollute and poison land, water and air through weapons production, storage, and use, which is ironic Defense Secretary, Lloyd Austin, himself recently declared, 'There is little about what the Defense Department does to defend the American people that is not affected by climate change. It is a national security issue, and we must treat it as such.'Rising White Supremacy and Nationalism: We have already observed how the interlinked crises of the calamities associated with climate change, which push those disproportionately impacted further to the margins and thereby increasing the militarization of the southern border, urban areas, and throughout the world to address associated entropy of social systems and infrastructure tends to increase sentiments that beguile far too many U.S. residents to embrace elements of white supremacy ideology, thereby increasing instances of violence and acceptance of authoritarian and fascist paradigms that represent clear and present dangers to national security – no one knows this better than the U.S. Department of Justice. In 2001, Attorney General, Merrick Garland admonished the Senate Appropriations Committee stating, in part, "Domestic violent extremists pose an elevated threat in 2021 and in the FBI's view, the top domestic violent extremist threat we face comes from racially or ethnically motivated violent extremists, specifically those who advocate for the superiority of the white race." This salient issue has the potential to literally tear our nation asunder. A nation this divided is itself a national security risk that can be taken advantage of by nations hostile to the U.S. due to imperialist and interventionist past and present foreign policies of our country and their lasting impacts to [a] marked number of nations across the globe. Dismantling growing white supremacy and nationalism will require a multifaceted and intersectional approach that seeks to deracinate the root causes of this epidemic that prevents the U.S. from living up to its best self while also remaining a seemingly indelible threat. This will require tying requisite economic relief from an oligarchic approach to wealth accumulation and redistribution that exacerbates the white supremacy ideology ensconced in the fabric of this nation in such a way that has been negatively radicalizing poor white folk who may not even realize how the capitalist domination system upheld by the political duopoly extract from them as much as non-white people they are bamboozled to hate and stigmatize. I am confident that my Economic Justice prescriptions that include establishing a federal Universal Basic Income commission, wealth tax on all billionaire holdings and transaction, ending all tax loopholes for the oligarchy, and establishing a national $27 minimum wage, with special considerations for specific geographies where $27/hour would not be a family-sustaining wage, will be key steps in eviscerating the rise of white supremacy and nationalism in our nation that hurts the people perpetrated against as much as the people doing the perpetrating."As president, what would you do to avoid a direct military confrontation with China?Joe Biden (D)Biden has not directly addressed this question since becoming president, but a White House readout from his meeting with Chinese President Xi Jinping last year gives a good summary of his administration's stated approach to relations with China. "President Biden explained that the United States will continue to compete vigorously with the PRC, including by investing in sources of strength at home and aligning efforts with allies and partners around the world. He reiterated that this competition should not veer into conflict and underscored that the United States and China must manage the competition responsibly and maintain open lines of communication. The two leaders discussed the importance of developing principles that would advance these goals and tasked their teams to discuss them further. President Biden underscored that the United States and China must work together to address transnational challenges – such as climate change, global macroeconomic stability including debt relief, health security, and global food security – because that is what the international community expects."Marianne Williamson (D)"We absolutely cannot have a direct military confrontation with China, which would be one step away from World War III and nuclear Armageddon. The U.S. must accept that we are in a multipolar world. While I am deeply concerned about China's authoritarianism and serious violations of human rights, I do not think that China is interested in invading the U.S. or in starting a war with us. While we should do what we can through peaceful diplomacy to lessen Chinese human rights violations, we cannot start World War III between two nuclear-armed countries. Our military must stop trying to encircle China in the South China Sea. Instead, we must talk to China and seek peaceful coexistence."Robert F. Kennedy Jr. (I)"We believe that China has no desire for military confrontation. We will therefore ratchet down the tensions and cease the provocations in the South China Sea and elsewhere. We will adopt a posture that does not see China as an 'adversary,' and begin to negotiate arms control treaties in good faith so that both countries can reduce military spending to better the lives of their citizens."Cornel West (I)"We all know where a direct military confrontation with the People's Republic of China (PRC) will lead — irreparable nuclear holocaust that will lead to the loss and alteration of hundreds of millions of innocent lives over a conflict engendered by two so-called superpowers. We need to be honest with the people of the world, the U.S. and PRC are currently in a cold war that must be thawed to save lives and a global economy both hanging in the balance. The first step in thawing the current cold war will require a cessation to the myriad proxy wars that use nations like Ukraine, Taiwan, and numerous global south nations from Africa to Southeast Asia, to Latin America as pawns in an arms and resource extraction race. As president I will cease the saber rattling and chest beating that are doing nothing but instigating the PRC with military war games in waterways of Southeast Asia such as the Sea of Japan, Yellow Sea, East China Sea and others. I am confident this will open pathways for diplomacy that leads to cooperation in lieu of competition with the PRC. I agree with the Quincy Institute's assessment that the current administration's rhetoric of competition with the PRC is a feckless attempt to marginalize and exclude the nation from the global community, which in turn pushes them to form alliances with nations the U.S. also finds itself in a contemporary cold war with including, but not limited to, the Islamic Republic of Iran and Russia. One area where I believe we should especially be cooperating rather than competing with the PRC is the climate crisis. While it's true that the PRC is the largest emitter in the world, the U.S. remains the largest historic emitter despite only representing five percent of the world's population. Planetary survival literally requires less finger pointing at who is most responsible for the climate crisis and more finger pointing towards mutual and cooperative solutions. And rather than compete with the PRC for requisite critical resources to develop the infrastructure for renewable energy and regenerative economies, we must cooperate with them such that we don't render the need to address the climate crisis into a rationalization for casus belli over possession critical resources that will also drag global south nations into proxy wars they want no part of. The PRC, the U.S., and the entire world has a collective interest in protecting lives and the planet from the impacts of climate change. As president, my first step in avoiding a military confrontation with the PRC would be to invite and work with them to be a leading partner in addressing the climate crisis by exchanging ideas, resources, and technologies that can rapidly emancipate both nations from reliance on fossil fuels, which will improve relations, cooperation, and the habitability of the planet at once, while also preventing a military confrontation that will take more lives than the climate crisis."Is it in the U.S. national interest for the president to convene negotiations in an effort to end the war in Ukraine?Joe Biden (D)Biden generally emphasizes that Ukraine should be the driving force behind any peace negotiations and has argued that Russian President Vladimir Putin has not shown signs that he is ready to negotiate. He has, however, helped to convene several international conferences to discuss a diplomatic path forward, one of which reportedly included discussions about concessions that Ukraine may make in exchange for peace. (The administration denied these reports.)Marianne Williamson (D)"Firstly, this question is framed in terms of the 'U.S. national interest,' but I think it's time we start concerning ourselves more with the interests of humanity as a whole than the interests of the American government or American corporations, which is usually what is meant by 'U.S. national interest.'Yes, I think the U.S. should convene negotiations with Russia and Ukraine. Russia's invasion of Ukraine is a despicable crime, and we should support Ukraine and their autonomy. However, we need to do what we can to bring about a just but realistic peace. It seems extremely unlikely that either side in this conflict will have a complete victory over the other anytime soon, so if we don't want to let this draw out for two decades like our war in Afghanistan, then we should press for negotiations. I think that the withdrawn letter by progressive Congress members from last year that urged negotiations was a good and reasonable letter, and they should not have buckled to pressure and withdrawn it."Robert F. Kennedy Jr. (I)"Yes. Current U.S. strategic thinking is that the war serves the national interest by weakening Russia. That thinking is faulty on two counts. First, it is not weakening Russia. Second, a weak and unstable Russia would make us much less secure, not more secure. The United States and the world will be best served when Russia knows that we are not out to destroy her."Cornel West (I)"The conflict between Ukraine and Russia is not going to be ameliorated by military means. With $113 billion of taxpayer dollars already sent to Ukraine leading to no more than an endless war of attrition, as well as poll numbers indicating dithering support for a series of blank checks to continue it, it's clear the people of the United States have had enough. It's not just in the national interest for a diplomatic solution to this conflict, it's the duty of the President of the United States to lead this process with our global partners in Europe, Asia, and Africa. As president, I will give Ukraine no other choice but to enter a diplomatic process as part of my commitment to cease all war funding and weapons to Ukraine and instead invest in peacemaking."If Saudi Arabia agreed to normalize relations with Israel but requested a guarantee from the United States to defend the Kingdom militarily in exchange, would you seek to ratify a treaty making that commitment?Joe Biden (D)President Biden has not directly commented on this proposal, but his administration has led the initiative to negotiate a defense commitment in exchange for normalization.Rep. Dean Phillips (D)Phillips has endorsed the Biden administration's approach. "Never did we imagine it possible in our lifetimes to see the possible normalization of relations between the Saudis and Israelis. It's an extraordinary and historic opportunity not just for these two countries, but for the entire world," he told NPR. "The United States plays a significant role relative to a defense pact with the Saudis equipment and materiel relative to their military and potentially a civilian nuclear program as well. If those things can be met and also meeting some of the needs of the Palestinians, this could be an extraordinary legacy at a time the world surely needs it." Marianne Williamson (D)"No. The U.S. cannot get involved in another war in the Middle East – especially not in order to defend Saudi Arabia, arguably the worst human rights violator in the region. It is time the U.S. stops aiding Saudi Arabia and Israel in their egregious human rights violations."Robert F. Kennedy Jr. (I)"We think the premise of this question to be unlikely. Saudi Arabia is armed to the teeth and has no need of such a guarantee. As it has good relations with most other nations, its [only] plausible national security threat is Iran. However, much of the Sunni-Shiite conflict in the past arose from U.S. geopolitical maneuvering that elevated tensions throughout the region."Cornel West (I)"I wouldn't even qualify this request as a treaty as it would be more of a death sentence for innocent civilians in the region and more service members, too many who have already been lost due to U.S. empire building in the Middle East, mainly to protect oil profits of fossil fuel cartels both domestically and globally. We need less iron domes and a more iron-clad diplomatic process that leads to lasting peace and mutual dignity for all people in the Middle East. To this end, as president I would insist that any normalization of relations between the Kingdom of Saudi Arabia and the State of Israel include immediate steps to liberate Palestinian people from occupation and a wanton cycle of violence that's killing precious Palestinian and Israeli lives alike."As Commander-in-Chief, would you bring home the U.S. troops currently stationed in Iraq and Syria?Joe Biden (D)While Biden has not directly addressed this question, a senior Pentagon official recently said the U.S. "has no intent to withdraw in the near future" from Syria.Marianne Williamson (D)"Yes I would, but in Syria, I would first negotiate an agreement that ensures the Kurds will not be harmed before withdrawing the troops that are protecting them."Robert F. Kennedy Jr. (I)"Yes. Those nations do not want our troops there. I will instigate bold peace initiatives in places where there are still military tensions, in some cases replacing troops with international peacekeepers."Cornel West (I)"As indicated in my Policy Pillars Rooted in a Movement of Truth, Justice, and Love, as president I would immediately embark on a responsible and expeditious closure of global U.S. military bases as part of a larger initiative to cease and desist U.S. empire building and maintenance and slash the bloated military budget, including the disbanding of NATO, such that we can reinvest those funds in myriad social and economic justice programs domestically. As tensions in the Middle East associated with the crisis in Palestine/Israel grow, the U.S. presence is only exacerbating an already incendiary situation while putting brave service people in harm's way for no other reason than to maintain U.S. empire and a military hegemony in a region that needs less bullets and rockets and more diplomacy. To this end, as president, I would bring those troops home immediately, honor them for their service and ensure a Just Transition so that they can use the skills they gained in the military and put them to use for beneficial services to the people of the U.S."If elected, would you request an authorization from Congress to use military force against drug cartels in Mexico?Joe Biden (D)Biden has not commented directly on calls to authorize military force against the cartels, but a National Security Council spokesperson said in April that the administration "is not considering military action in Mexico.""Designating these cartels as foreign terrorist organizations would not grant us any additional authorities that we don't already have," the spokesperson added.Marianne Williamson (D)"No. The U.S. has invaded and militarily intervened in Latin America time after time, and it has only brought violence and misery and fueled the immigration that we now complain about. It is time we reject the imperialist Monroe Doctrine, which declared Latin America our backyard. It is time we respect our neighbors to the south and stop invading their countries."Robert F. Kennedy Jr. (I)"Absolutely not. The Mexicans have the power to overcome the drug cartels themselves. We can aid them by sharing intelligence, by shutting down the illegal weapons trade, by cracking down on money laundering activities of US banks, and by prosecuting the cartels' collaborators in this country."Cornel West (I)"Absolutely not. To be clear, asking the Congress for authorization to use military force in Mexico would essentially be asking Congress to approve a military invasion through a declaration of war against Mexico. The so-called war against drugs in the United States has been and continues to be an abject failure. This 50-year war has been used as a rationalization for crimes against humanity, especially those most marginalized by failed drug policies - Black, Brown, Indigenous and poor people, who have been subjected to a racialized and classist mass incarceration pogrom that has needlessly locked up over 400,000 people for non-violent drug-related crimes between 1980 and 1997 alone. A failed domestic drug war should not be an impetus to start a foreign drug war in the sovereign territory of one of our North American partners. It should instead be an impetus to enact efficacious policies that treat addiction as a national threat to public health. Instead of increasing militarism and launching a foreign war, we should declare war against the lack of access to healthcare and the lack of economic opportunities that contribute to drug use. Reducing and decriminalizing drug use in the United States will directly reduce the amount of drugs that are smuggled across the border, thereby reducing revenues for drug cartels in Mexico. This is less an issue of militarism and more an issue of addiction driven by supply and demand."Reactions to Israel-Hamas warJoe Biden (D)In a speech on Oct. 20, Biden said: "In Israel, we must make sure that they have what they need to protect their people today and always.The security package I'm sending to Congress and asking Congress to do is an unprecedented commitment to Israel's security that will sharpen Israel's qualitative military edge, which we've committed to — the qualitative military edge.We're going to make sure Iron Dome continues to guard the skies over Israel. We're going to make sure other hostile actors in the region know that Israel is stronger than ever and prevent this conflict from spreading.Look, at the same time, [Prime Minister] Netanyahu and I discussed again yesterday the critical need for Israel to operate by the laws of war. That means protecting civilians in combat as best as they can. The people of Gaza urgently need food, water, and medicine."Rep. Dean Phillips (D)In a long tweet, Phillips said, "The destruction of Hamas is necessary, but the military campaign must follow international law and conventions of civilized nations. [...]I support a pause in hostilities and the immediate safe passage of civilians from Gaza into temporary shelters in Egypt and/or Jordan and the largest humanitarian relief effort in world history.I am pro-Israeli and anti the Netanyahu government — and [its] enabling of settlements on Palestinian land. [...]Israel has a right to exist, defend itself, and ensure the terror and butchering of Oct 7 never happens again.Palestinians have a right to a nation of their own, and that begins with a free and fair election for the first time since 2006 in which a choice can be made; peace or war.Israelis must also be afforded the same right to choose peace or war."Marianne Williamson (D)Williamson tweeted: "For Israel to prosecute an all out war on Gaza is already a catastrophe for the people of Gaza. It can easily become a catastrophe for the people of Israel as well. There's no end game there, for them or for the rest of the world, that doesn't multiply the horror. The United States should join an international consortium — Egypt, Jordan and others — in efforts to secure release of the hostages and cessation of the bombing."Robert F. Kennedy Jr. (I)On Oct. 7, Kennedy said the following in a statement: "This ignominious, unprovoked, and barbaric attack on Israel must be met with world condemnation and unequivocal support for the Jewish state's right to self-defense. We must provide Israel with whatever it needs to defend itself — now. As President, I'll make sure that our policy is unambiguous so that the enemies of Israel will think long and hard before attempting aggression of any kind.I applaud the strong statements of support from the Biden White House for Israel in her hour of need. However, the scale of these attacks means it is likely that Israel will need to wage a sustained military campaign to protect its citizens. Statements of support are fine, but we must follow through with unwavering, resolute, and practical action. America must stand by our ally throughout this operation and beyond as it exercises its sovereign right to self-defense."Kennedy later warned against using the attacks and subsequent war as a justification for war with Iran. "It didn't take long for the neocons in Washington to spin the Hamas terror attacks to advance their agenda of war against Iran," he tweeted on Oct. 27. "If President Biden doesn't resist them, they might get their wish."Cornel West (I)
In a recent statement, West said, "US taxpayers want no part in funding the Israeli war machine that is committing genocidal war crimes in Gaza. We need stronger, clearer headed representation like this within our highest levels of government." He has also said, "We want a ceasefire. We want an end of the siege. We want an end of occupation. We want equal rights, equal dignity, and equal access for Palestinians and Jews."
Part one of an interview with Joseph Addante. Topics include: Joseph's family history. His parents were separated during WWI and reunited in Fitchburg, MA. The birth of Joseph's siblings and Joseph (he was the youngest). Catholic education. Americanization classes taught by Margaret Kelty. Speaking English and Italian. His father's experience trying to bring his mother (Joseph's grandmother) to the United States. Visiting relatives in Italy. How his father came to the United States. Family political differences in Italy. The villages in Italy where his parents grew up. The work his father did as a shoemaker in Italy and in Fitchburg. ; 1 SPEAKER 1: The Center for Italian Culture at Fitchburg State College, the [unintelligible - 00:00:06] project. It's Tuesday September 4th 9:30, 9:45 am. Our first interviewee is Joe Addante at his home at 535 South Street Number 22-2. Thanks Joe for taking time again to talk with me. I was hoping that you could give me some biographical information, specifically when you were born. What your birth name is. I was wondering is it Joseph or is it Giuseppe? JOE ADDANTE: I was born on the 25th of August in 1926 at 2:00 a.m. in the morning, by my father's little log that I found. They named me Joseph Bartholomew Addante; Bartholomew because the 24th of August is the big feast day in my father's village. There's a church that was built in 1100 or 1200 and it's a historical site in that area. And that's how I got the name: Joseph from my father, and Bartholomew from the feast day. SPEAKER 1: Mm-hmm. JOE ADDANTE: Uh, I was born in Fitchburg. I was the fourth child that my parents had. They had one in Italy that my father never saw again, that died when he was three or four years old. My mother and father were separated for 10 years because of World War I. My mother rejoined my father in 1920 in Fitchburg, and in 1922 my sister Mary was born, '23 my sister Rose was born. And three years later a son was born, which was a source of joy to my dad. And we grew up together. Uh, also living with us were my two uncles for a number of years, because they had come also from Italy. And I jokingly say I grew up with three fathers, my uncle Rocco and my uncle Dominic. Rocco has a son Rocco Jr., and Uncle Dominic remained a bachelor and was never married. Um, from there we lived on the Water Street lane, which was part of what was called "The Patch" in those days. I attended St. Bernard Grammar school, which was a Catholic parochial school for St. Bernard Parish. However, since my father's brother was a Franciscan priest, he was anxious for us to have a Roman 2 Catholic education. And being acquainted with Monsignor Donnelly, who was pastor of St. Bernard at that time, we were given the privilege of attending the quote unquote Irish parochial school. I graduated grammar school there, then I attended St. Bernard, which then became the Central Catholic High School, graduating in 1944. SPEAKER 1: Okay. I was hoping that you could go back a little bit. Last week when I was here… JOE ADDANTE: Yes. SPEAKER 1: You mentioned something about your mom and dad; your father had to wait nearly 10 years to bring your mother over. Is… did I hear that correctly? JOE ADDANTE: Yes, well, when my mother arrived of course the family started. And as I said, my sisters were born and so was I. My recollection of my early childhood goes back to about 1931 or '30 when I was probably five or six years old. My recollection is going to Americanization classes with my mother. Uh, these were held at what was the Registry of Motor Vehicles building, and the upstairs was sort of a classroom hall kind of arrangement where classes were given in English for immigrants, and also Americanization, which in today's terminology would be called Instructions for Assimilation. Very interesting, because the woman that taught this was Margaret [Kelty]. Margaret [Kelty] was a legend in her own time. Probably one of the most foremost people in adult education in the United States by the time she died. I remember fondly her talking about the 500 Basic English words – which I wonder why they can't be used today – done by some professor from England that came over here. She adopted that technique, and with the use of these 500 words apparently one could communicate and get along. 3 But above and beyond that, Margaret was a genuinely helpful person. She was the daughter of a pharmacist who had a drugstore in the area and in his time had learned to speak Italian to better serve his Italian-American clientele. Margaret has sort of been a legend in the memory of most of us in that particular period of history. She and her sister were always a helpful part of the community and probably helped bridge the differences between the Italian community, if you will, and the Irish community at a time when some saw the Italian movement as a quote unquote Latin invasion. Also at that time there were other people who were quite helpful to the Italian community. Miss [Courtney] and her sister, they were schoolteachers, and of course in those days they were unmarried. And also there was a Mary [Bartley] who was the principal of the Nolan School. These people all had a meaningful role and a large role in helping the Italo-Americans, or the newly arrived Italian immigrants, to get adjusted to the American way of life, learning the language and the expressions, and also sort of acted as a bridge in many cases between them and their Irish neighbors. SPEAKER 1: So how old were you when you remember going to these Americanization classes? JOE ADDANTE: Probably between five years old, six years old. Just prior to the first grade, and then also sometimes even after the first grade because some of them were conducted in the evening. SPEAKER 1: Was that your introduction to English, or did you hear it from friends? JOE ADDANTE: Well, we grew up speaking both languages without actually recognizing there was a difference. We spoke Italian at home; spoke English with our friends without even giving it a thought, frankly. Some of our friends who were attending the Immaculate Conception School had to learn French because the classes were conducted in French in those days. And some of 4 them grew up speaking English, Italian from home, and French from school, which became an advantage to them. SPEAKER 1: But prior to school you were probably living in an Italian neighborhood where there was… JOE ADDANTE: There was English spoken. My father, bear in mind my father had been 10 years before my mother had arrived. He had already become, I believe, a citizen. And he ran a checkbook, ran a business and spoke English in a very passable way, so that he did speak quite a bit of English at home in addition to Italian, hopefully encouraging my mother in her English, which she picked up very readily and read almost all the novels of those days, the classics. I remember her reading to me from Les Misérables in English, which I had forgotten until I saw the play in London and it all came back to me. Yeah. So my father was a very – and mother both, they were very literate people and they loved…they had read many of the classics in Italian and were sort of rediscovering them in English. SPEAKER 1: So tell me more. I tried to ask you this just a few minutes ago but your father, how he tried to get your mother to America and he had some sort of resistance or some… JOE ADDANTE: No. No. That was his mother. My father had no problem in those days getting his wife over here. But at the end of World War II my father had a love for bringing back his mother to this country, because he and both my uncles could have taken care of her very easily. But in going through the immigration papers it became complicated, and it dragged out. And my grandmother died in Italy without ever having seen her son again, and I never got to know her. And my father lost interest and decided never to return to Italy. It was a sad thing, because I had kind of hoped to go with him. In fact the first thing I did, meaningful thing, after his death was to go to Italy and to find out where his sister was, and my uncles, and the village and the home where he, the house where 5 he was born. And I have visited several times since. And I managed to bring my Franciscan uncle to this country for two visits, and so I began to bridge the communications between the cousins and uncles and aunts and that sort of thing. SPEAKER 1: So did Dominic or Rocco ever go back to Italy? JOE ADDANTE: Yes, my uncle Rocco went back in 1937, was married, and he had the same sad experience my father had. He was separated from his wife for 10 years until the end of World War II. When she came here then his son was born, Rocco. My uncle Dominic managed to go back a couple of times because he wanted to visit his sister, who was alive then, and his brother, which he did; then that was his last visit. SPEAKER 1: Okay. Now your father, how may siblings did he have? He had three brothers and… JOE ADDANTE: My father was from a family of 10 children. I think there were seven survivors: my father and his sister and three brothers that I knew, and another sister that I never knew but I met her children, and another sister that I never knew that survived to adulthood, if you will, you know. SPEAKER 1: And their names? JOE ADDANTE: Oh. SPEAKER 1 Do you remember them? JOE ADDANTE: My father's name was Joseph, his sister's name was Agatha, who was an extremely lucky woman in the very early days survived a double mastectomy and lived to be 85 or 86 years of age. SPEAKER 1: In the old country? JOE ADDANTE: In the old country, so it was done back in the days when surgery was primitive by today's standards. Then there was my uncle Rocco, was next. And I think there are a couple of sisters in between. One was [Anina]. To go down the list there was my father, Agatha, I think [Anina], Rocco, and then there was another sister whose name I don't remember, then my uncle 6 Dominic, and then my uncle Francesco who became the Franciscan. That I recall in the names and a couple others. SPEAKER 1: So I read somewhere that in the old days that a lot of marriages were arranged, but your father wished to choose his own wife? JOE ADDANTE: My father was a very independent person. He chose his own wife in a very romantic way and courted her with poetry. My father had a poetic flair. And I think he passed it on to his children, because we all love poetry. But the one problem was that they were of opposite political parties in their families. And my father's main reason for leaving Italy was not so much the opportunity, because he was a craftsman. He made handmade shoes and there was always a lot of work for him. So rather than stay home and get involved in squabbles, he left. He wrote to a friend of his who was in Maine. And the friend never answered but just sent him a ticket. I think it was a $35 steerage ticket in those days. My dad arrived in this country in 1910 and never went back. He landed in Boston, not Ellis Island. And then from there he went to Connecticut and got work with the railroad, because there were some Italian men that would take care of him as far as the language was concerned, while he was trying to learn English. And he stayed there for about three months. And they had an Italian daily newspaper in those days published in Italian for the immigrants. There were many such newspapers just like the Finnish [Raivaaja Press] here. There was an ad in the paper by a shoemaker in Fitchburg by the name of [Sisino], who was looking for a shoemaker. So my dad came to Fitchburg and he was here till he died. He worked for about four months with this man and because he could not arrange to have his evenings off to go to night school to learn English, he quit the job because his primary interest was in learning English. He got another job working at one of the 7 mills; I think the [Beuline] Mill was the name of it. And he worked there for a short period of time, finally saved enough to get a little shop started. And by 1912 he was able to send for his brother to help him in the business. And by 1915 he had bought a building of his own. Tried to send for my mother, World War I broke out and that became an impossibility until the 1920s when my mother and my other Uncle Dominic came together from Italy. SPEAKER 1: Mm-hmm. Now, what about the political party? Can you tell me more about – he didn't want to become involved in any squabbles in Italy and that his wife… JOE ADDANTE: Yeah, my father was not much of a political animal. He saw politics for what it was, in many ways, but not a very… in his mind a very constructive thing anyway. More than that I never heard. I guess he did like my uncle. My mother's brother was a very political person and very active. And I think the… if there was any antagonism it was between my mother's brother and my father's family, if you will, being opposing political persuasions. Whether it was conservative or liberal in those days I don't know. I never really got a handle on it. But my uncle Luigi, my mother's brother, was mayor of three villages at the same time. Because, you know, you had to be a property owner in order to run for political office and you had to be a property owner before you could vote. It was a democracy, but it was a selective democracy in those days. But he was very active, and his wife had died with only one surviving child after having gone through many pregnancies. So it was he and his daughter who actually grew up with my mother as a sister, although she was a niece, because my uncle was the oldest and my mother was the youngest of a large family; but they were the only two survivors. In those day that was not uncommon. And Giovannina, who was my mother's cousin, was almost like her sister and they grew up together 8 and they used to communicate a lot. But then my mother joined my dad here in 1920. But the political thing was not something that my father was interested in and he just got away from it. I think that is the best thing he did because he thoroughly enjoyed this country. SPEAKER 1: Now his wife, your mother, was from the same small village? JOE ADDANTE: Oh yes, they were practically across-the-street neighbors. I mean, the village today has only a population of about 1000. And in those days it was probably a little bigger because they had larger families, and it was mainly an agricultural village to begin with. It is now still slightly agricultural but more on a hobby basis and it has become the weekend place for those that grew up in the village and sought work in the cities nearby. And they go back there on weekends and they fixed up the maternal and paternal homes into the weekend places to rest and enjoy. It's very interesting what they've done with the village, because it has become a very pretty, enjoyable place, because there is very little work being done there except a few tomato plants here and there, and olive trees and that sort of thing. SPEAKER 1: Tell us the name of the village. JOE ADDANTE: The name of the village is [Carpineto Sulla Nora] because it's on the [Nora] River and it's in the province of [Piscada], which is on the Adriatic side of Italy and it is basically central Italy; almost directly East of Rome. SPEAKER 1: Okay. And what region would that be? JOE ADDANTE: That would be [Abruzzi], is the province. The [regione] is province. It is [Piscada]. They refer to their states as regions and then what we call counties they call provinces. SPEAKER 1: Right, so the region is… JOE ADDANTE: And what we call counties they call parishes. [La Paroche de]… SPEAKER 1: Okay.9 JOE ADDANTE: Yeah. SPEAKER 1: So your father, he learned the craft from his father? JOE ADDANTE: From his father, who had learned it from his father. No, but my father was actually apprenticed out, and he had to serve a three-year apprentice in order to be a master craftsman in those days. And he had to live and became almost like an indentured servant when you were an apprentice. You lived away from home, you lived with the master, and after the three years you came back home and you were considered a guild member kind of thing. SPEAKER 1: Where was he sent? Do you know? JOE ADDANTE: Probably 20 miles away. And I never got the name of the town. The only thing I ever heard was he did not enjoy the meals because they weren't like his mothers. [Laughter] SPEAKER 1: They never are. Now, why would your father not have learned from his father? JOE ADDANTE: It just wasn't done. It wasn't done in terms of you wouldn't be recognized as a true craftsman if you learned from your father. Although my father did teach his brothers, but that's the way it was done, and it cost money. He had to pay for it, and it was sort of a tuition, if you will. And that was done mainly for shoemakers, tailors, cabinetmakers, bearing in mind in those days you could not go out and buy finished furniture that easily, or even caskets for the dead. You know, these people had the cabinetmakers. My mother would tell me that they would have coffins half finished and they would just finish them for the day of the funeral. SPEAKER 1: Okay. JOE ADDANTE: Shoes had to be made, my father would actually go out to these large estates where they had tenant farmers and that sort of thing and they would make shoes for everybody there. They would stay probably a week. They would make 10 or 15 pairs of shoes and repair their saddles and all leatherwork. It was a whole kind of activity. And they would do that for 50 or 60 10 miles around. Very interesting kind of… they would go, they'd pack their tools, pack a mule, go off and get this work done and come back. SPEAKER 1: Did they work on the leather itself? JOE ADDANTE: Oh yes. They didn't tan it; they bought tanned leather. But then they would start from scratch. They made their own patterns, their own lasts, they did their own measurements. It was incredible. My father could look at a foot and with a piece of tape he would make a last to make a shoe. But that's the way they were trained, you know. SPEAKER 1: Now, did he continue doing that when he came here? Did it change much? JOE ADDANTE: When he came here the polio was a very prevalent problem, and he made a lot of shoes for polio victims, or he modified a lot of shoes. Then he got into the actual shoe repairing. In fact I, much of that influence rubbed off of me and I got interested in being a podiatrist because of that. I could see him put lifts on shoes. I remember I made my first pair of shoes with my dad when I was about nine or 10 years old, helping him out and learning how to do it. I sort of grew up with it. And my uncles worked with him and then we had three shoe repair shops going at one time. My dad also wholesaled leather and heels, and nails, and stitching material for the shoes. He became a finder. So he covered the whole gamut of the shoe thing. SPEAKER 1: Just so we can record this, tell me what the process was that you remember. For example, when someone wanted a pair of shoes they would come and see your father or his brothers and…? JOE ADDANTE: The first thing they would do is have them stand up on a piece of paper and they would outline the foot. And then – and my dad did this without half the education I had in terms of this. But he says, "You know, when you put the weight on the foot that is the real size." And he would measure this out. Then he would measure the girth of the foot, just like the waist of a11 body, around the foot. Then he'd also measure around the ankle and he got these measurements. Then if he had a ready-made last, he could use that. If he didn't he'd have to make one or modify one, because he had certain basic ones that had been pre-made, because manufactured lasts began to come out. They were made in [Lynn], Mass. In fact [Lynn] was apparently the foundation of the shoe trade in the United States. Then he would modify that. Then he would proceed to make a pattern of the leather and the lining. Now this was done in our living room, if you called it that. My father had this sewing machine, and this is where we could cut the patterns out and then assemble the upper of the shoe, and then he'd put it on the last. Now, putting that on the last, you cut off an insole that you put on the bottom of the last which would be the sole, the bottom of the foot. Then the leather was drawn over that. Then it was stitched and a welt was put on, called a Goodyear welt because that was an American process. And it was stitched by hand, and then to that was fastened the sole. And that was the intriguing part, because when you had a polio victim one foot usually was, or one leg would be shorter than the other, or sometimes you had to put a weight because as a shriveled-up limb, as a result of the polio, would not grow unless it was pulled on. So by adding weight to the shoe, as the youngsters would try to run it would pull on that leg and encourage a little extra growth. And I remember weighing those things and they were half a pound, or a pound or three pounds, whatever it was, to try to bring that leg to its fullest capacity, even though it had been affected by the polio.12 So there were a lot of interesting little details involved, but that is basically it. And then though we put the eyelets on, there was a machine that put the eyelets and laces and sometimes we had to cut laces and cut a special tip on, because on some of these patients they had a higher type of shoe: sort of a semi-boot like a trucker boot effect to hold it on a shriveled limb. SPEAKER 1: Were there different styles that people could choose from? JOE ADDANTE: Not as it is today. Far from it. Far from it. In fact, I remember the transitional period when shoes went from being nailed to being stitched. Because they would use little tacks, the old tacking shoemaker. When the machines came in, I think my dad was one of the first ones to have an electric stitching machine in New England. And other people who did shoes in the area would bring them to him. They'd do everything else but stitch them, and he would stitch them on the machine and he got a fee for stitching these shoes for them. SPEAKER 1: Where did he buy that machine? JOE ADDANTE: He couldn't buy it. SPEAKER 1: Oh, he had to… JOE ADDANTE: He couldn't buy it. He had to get it from the Goodyear stitching company and there was a royalty, there was actually a stitch meter. And you paid by the stitch. They would come and read the meter. And in fact his company, the Goodyear stitching company, not the rubber company, they actually were sued after World War II. It went that long before people were allowed to buy them because it was considered a monopoly and they were cracked. But the insidious part of it all, which was very unfair, following World War I they started making these machines. They were on royalty in this country, but they were being sold overseas, so that the overseas shoemakers began to compete with ours in a very unfair way, because the foreign laws did not protect the copyright, the patent laws that we have here. That was an interesting… SPEAKER 1: Must be. So how was it that your father was given this? 13 JOE ADDANTE: Well, he read about it and decided he needed one. He was sort of an avant-garde kind of person anyway. He got it. He had to pay for it. He couldn't own it outright. You had to buy it but then you have to pay the royalty on it, so it was a two-way hook-up, you know [laughter]. SPEAKER 1: So was he…did he follow…did he do each step of the shoe or did he do some of it and then handed it over to his brothers, or…? JOE ADDANTE: Well, they all did. They worked together. SPEAKER 1: They worked together? JOE ADDANTE: They worked independently, and they worked together. And sometimes it would be like a little mass production line on a small scale. One would do one and one would do the other, depending what they were doing that day. And of course to run these machines, you had to heat them up. They were gas fired because rosin was in there and rosin had to be… you had to melt the rosin till it was soft, because when the thread went through there to give it strength, it was dipped in and out of the rosin. So they didn't run that stitcher every day. They would run it like three times a week. So the other days would be in preparation for that. Much like the old tailors did when they had the steam presses. They would get all their work done, and they would press on Tuesdays and Thursdays, or Monday, Wednesday, and Friday. I used to see that in the neighboring tailor's shop. That was an interesting experience, too./AT/ca/sg
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Draft Translation: Not for CitationWhat follows is another attempt at a translation of an important text by André Tosel on the Marx/Spinoza relation. It is not a finished, or polished translation, but a rough sketch put forward to help people get a sense of this overlooked articulation of the relation between Marx and Spinoza.For a Systematic Study of the Relation of Marx to Spinoza: Remarks and Hypotheses
André Tosel Published in 2008 in the book Spinoza au XIXe Siècle The question of relation of the thought of Marx to that of Spinoza has up until now been the subject of more of a hermeneutic investigation than a philology. It is easier to construct a history of the different interpretations of Spinoza at the center of different Marxisms then to have determined the precise function of the reference to Spinoza in the work of Marx and to define the use Marx made of the spinozist problematic and the elaboration of his thought. More or less the Marxists that were first developed a relation to Spinoza were an important milestone on the way to developing what could be called a historical and materialist dialectic. The relation begins in the midst of the Second International. The singularity of Spinoza's thought has often been reduced to a stepping stone on the way to "monist" immanentism, which is supposed to be its philosophical structure at least in the reception of two thinkers, as Plekhanov has asserted in some preliminary texts working from some notes of Engels in manuscripts published in the USSR under the title of the Dialectic of Nature. In the dogmatic frame of the struggle between idealism and materialism, Spinoza anticipates materialism by his thesis of the unity of nature and by his doctrine of the equal dignity of the attribute of extension in relation to the attribute of thought. The doctrine of mode and substance causality, coupled with the critique of final causality and the illusions of superstition, signifies at the same time an overcoming of mechanistic thinking and the first form of the dialectic. Rare were those who, like Antonio Labriola, were careful not to oppose two conceptions of the world head-on and maintained a certain distance with polemical opposition, preferring instead to indicate that Marx did for mode of production what Spinoza had done for the world of the passions—a geometry of their production. In the Soviet Union before the Stalinist freeze, this interpretive tension is reproduced: Spinoza becomes the terrain through which the clarification of the dialectic takes place opposing mechanists and anti-mechanists, and original articulation of the thesis of liberty as the comprehension of necessity. These problems have been clarified somewhat. (Zapata, 1983; Seidel, 1984; Tosel, 1995)One would have to wait for the deconstructive enterprise of Louis Althusser for this movement to be reversed. Spinoza is no longer a moment in the teleology which is integrated and surpassed on the way to Marxism-Leninism. His work is the means of theoretical production for reformulating the philosophical and scientific revolution of Marx without recourse to only the Hegelian dialectic. Spinoza is the first to have elaborated a model of structural causality that makes it possible to think the efficacy of the structure as an absent cause over its effects. The theory of knowledge is not one that authorizes absolute knowledge, but it announces this infinite exigency of a break with ideology without the hope of arriving at transparent knowledge. It obliges one to renounce any idea of communism as a state of a final reconciliation in social relations which would be deprived of any contradictions. "We have always been spinozists,' Althusser announces in the Elements of Self-Criticism, and then proceed to the Treatise on the Emendation of the Intellect from the Hegelian dialectic. It is then only an epistemological obstacle which prevents Marx from realizing the full power of his critique of political economy and to explore the continent of history that he discovered. Spinoza for clarifying Marx himself. Everything has been clarified. (Cotten 1992; Raymond, Moreau, 1997). In terms of historical research, the spinozist studies that have been made after the end of the nineteen sixties in France and Italy have often been made by researchers who have rubbed shoulders with Marxism. We find the same oscillation between a tendency to read Spinoza according to a pre-marxist perspective, in the sense of a dialectic of emancipation, or liberation from a theological political complex and disalienation, even constituent power, and another tendency insisting on the infinity of the struggle against all illusions, even those of total liberation, affirming the unsurpassable dimension of the imagination in the constitution of the conatus and in the production of the power of the multitude. This oscillation is manifest often in the same commentators, often itself a function of the change of the historical conjuncture. However, up until now, there has never been an attempt to study from Marx's works themselves the structural function of the spinozist reference in the constitution of Marxist theory, one which would permit us to better understand the understanding that Marx made of Spinozist work. The interpretations have anyway have developed from a certain exteriority to the letter of Marxists texts. Several years ago, a German researcher, Fred E. Schrader, in a short text dedicated to the thematic of "substance and concept" chez Marx (Substanz und Funktion: zur Marxsrezeption Spinoza's) drew attention to this situation (1984). He rightly noted that it was necessary to distinguish two moments in the research to avoid any merely external confrontation: a) first, obviously, document the explicit and implicit mentions of Spinoza in Marx's text; 1) then, reconstruct the position of the reference to Spinoza in the process of the constitution of the critique of political economy which is the central Marxist work, alongside of the references to "Hegel" which one knows were constitutive in the years of 1857-1858. Only this philological and philosophical work can permit us to renew the state of the question. Schrader's study must be considered. We propose to develop it and comment on it because up until now it has not received the attention that it merits. Before everything else, it is necessary to be precise. The work envisioned must be considerable, it includes taking into account the texts published by Marx, those published posthumously by Engels and by Kautsky, and all of those—collections of notes and thematic notebooks—which make up the incomplete nature of Capital, including Marx's correspondence. The MEGA 2, Marx-Engels Gesamtausgabe, still incomplete, has not finished being scrutinized. This work could begin from the hypothesis that we can conceptualize two periods in Marx's work from which it is possible to reassemble occurrences that conceptualize the reference to Spinoza in order to determine their structural function. The first period corresponds to the years of his formation and the interlinking of the critique of politics and the early critique of political economy, it begins with the concept of history underlying the German Ideology and culminates in the Poverty of Philosophy and the Communist Manifesto. The second period begins with the research operating under the title of the critique of political economy beginning in 1857, interrupted provisionally in January of 1859 and beginning again in 1861. The reference to Spinoza is more explicit in the first period where it is a matter of an specifically political practice, articulating a materialism of practice. It is less explicit in the second period, it functions nonetheless as a fundamental operator in the essential theory of the substance of value in capital. The Philosophical Intensifier of Spinoza of the Tractatus Theologico-Politicus. Destruction of the Theologico-Political Complex and Democratic Radicalism. Marx encounters Spinoza in the beginning of his theoretical and political journey. In 1841 we know from the preface by Alexandre Matheron (Cahiers Spinoza), Marx, after his doctorate, reproduced the extracts he copied from the Tractatus Theologico-Politicus (MEGA 2 VI/I Berlin, 1977). He is curiously presented as the author of these texts and moreover they are reorganized in their own order which is not that of the Tractatus itself. The chapters containing the critique of the supernatural, of the miracle, and all of all forms of superstition are brought forward as essential and open on the properly political chapters dedicated to the freedom of thought (XX) and the foundation of the republic (XVI). The Ethics is not ignored but it is not reproduced, Letter XII takes the place of a speculative text and is accompanied with Letter LXXVI to Burgh. Everything takes place as if Marx considered as the most important question to be that of theological politics and is concentrated on the question of human freedom in its radical ethico-political dimension. What is important is that the revolutionary democratic state is realized according to this concept. One could also consider that Spinoza is utilized here as one of the figures that a Doctorate of Philosophy considers along with Aristotle, Kant, Fichte, and Hegel as provocations, of that which puts knowledge in the service of a life liberated from the fear of authorities, which reappropriates humanity's power of thinking and acting confiscated in the service of gods and fetishes. In a certain manner Epicurus is the paradoxically the first of the thinkers who claims that "it is a misfortune to live in necessity, but it is not necessary to live under necessity." This truth finds a new application, after the French Revolution, in the age of a new ethics, where free individuals recognize themselves in a free state. 2. The explicit reference to Spinoza is displaced in the texts of the years 1841-1843—the Kreuznach manuscript dedicated to the Critique of Hegel's Philosophy of Right, followed by the introduction and the Jewish Question. These constitute the Feuerbachian moment of Marx, at the heart of his theory of the alienation of the human essence. One must not make this critique of politics a simple transition towards the discovery of the alienation of social powers, nor understand it as an end of a politics understood as primarily statist. It is the ethico-political liberation which requires a transformation of social relations and which is a transvaluation or emancipation of social powers. Spinoza is not named, but certain passages from the TTP are repeated almost to the letter: Spinoza figures as the index of a new task , that is lacking in Hegel which is that of thinking beyond the dualism of civil society and the state. The name of this passage is democracy or true democracy. Marx returns to the letter of the Spinozist thesis according to which democracy is not only the name of a constituted political regime, but the essence of politics, the most natural regime, constituting the power of the people. The intensive force of Spinoza is that of democracy not as a mystical act or utopian ecstasy, but as a process of constitution that replaces actual void of the Hegelian state where the people lack themselves, in which the state becomes something separate, still theologico-political. Democracy is the active process by which the people is refigured as the negative instance of any separate political form and gives a political form to its social power. "Democracy is the truth of monarchy, monarchy is not the truth of democracy. Monarchy is necessarily democracy in contradiction with itself, whereas the monarchial moment is no contradiction within democracy. Monarchy cannot, while democracy can be understood in terms of itself In democracy none of the moments obtains a significance other than what befits it. Each is really only a moment of the whole Demos. In monarchy one part determines the character of the whole; the entire constitution must be modified according to the immutable head. Democracy is the generic constitution; monarchy is a species, and indeed a poor one. Democracy is content and form; monarchy should be only form, but it adulterates the content. In monarchy the whole, the people, is subsumed under one of its modes of existence,. the political constitution; in democracy the constitution itself appears only as one determination, and indeed as the self-determination of the people. In monarchy we have the people of the constitution, in democracy the constitution of the people. Democracy is the resolved mystery of all constitutions. Here the constitution not only in itself, according to essence, but according to existence and actuality is returned to its real ground, actual man, the actual people, and established as its own work. The constitution appears as what it is, the free product of men." It is possible to remark that this constituent power of the demos tends to be presented as a sort of causa sui in the order of world of social relations. The naturalist dimension thematized in the Ethics is not posited here with the insistence of humanity as part of nature, with the thematization of the relations between internal and external causality. Necessity seems to have disappeared for an instant. It is notable that this in the same moment that Feuerbach defends Spinoza's naturalism against Hegelian idealism and makes the author of the Ethics the Moses of modern thought who has destroyed theology by his pantheism, while reproaching him, for not having arrived at a radical humanist affirmation, since he maintained an equivocal equivalence between the naturalization of god and the divinization of nature. The Marxist reference is primarily to the ethico-political Spinoza, one of the "intellectual heroes of morality" as he says in a text contemporary with it, "Comments on the Latest Russian Censorship—" along with Kant and Fichte he is one of the heroes that found and defend the principal of moral autonomy. Spinoza makes it possible to undertake a philosophical political of Hegel, the people would be the only ontological instance that constitutes the political constitution, which is to say democracy, of civil society. Spinoza makes it possible to introduce a new dialectic within the incomplete dialectic of The Principles of the Philosophy of Right. This dialectic is simultaneously a critique. The object of this critical dialectic is the self-constitution of political activity in the struggle to overcome the domination of abstract entities erected into speculative abstractions defining the latest avatars of the theological-political complex. Schrader does not say more in the exposition of the reference to Spinoza in this first period. We could take a step beyond his analysis. A unpublished path seems to be presented. We could in fact explore it as Yovel has done (Spinoza and Other Heretics); also the first book of Matheron, Individu et communauté chez Spinoza (1968) examines the double relation of the human conatus to other conatuses and objects that suit them or do not suit them the rudiments of a theory of objectification of the human essence that Marx elaborates in the texts of 1844 where he analyzes the people under the figure of the proletariat subject and object of alienated labor. The reading can shed light on Spinoza, but Marx has for his interlocuters Hegel, Adam Smith, and Feuerbach. Spinoza does not intervene here explicitly. It is preferable to follow the letter of his texts. 3. The text which follows, The Holy Family of 1845, indicates an unexamined reversal of perspective. Far from finding in Spinoza a radical thinker of liberty through the radicalization of the democratic process and developing Feuerbach's theses of the virtues of Spinoza's naturalization, far from continuing the anti-idealist elements of Spinoza, Marx for the first time distances himself from Spinoza placing him on the side of Descartes, of Malebranche, of Leibniz, of abstract rationalist metaphysics, in a paragraph before celebrating the materialists in which he inscribes himself. These are the materialists of the French Enlightenment, La Mettrie, Holbach, Helvétius, which are lauded for having operated outside of metaphysics. These are the authors that Plekhanov reinscribes as a defenders of monistic materialism in the thought of nature and in the theory of history. Certainly as Olivier Bloch in an important contribution has demonstrated ("Materialism, genesis of Marxism, 1981, reprinted in Matières à penser, Vrin, 1997), this chapter of the history of philosophy is a plagiarism by Marx who literally takes it from the Manuel d'histoire de la philosophie moderne by Charles Renouvier (1844). The soviet Diamat has been founded by a French critic… But the fact remains that Marx endorses this reconstruction which prefers Bacon, Hobbes and Locke to Spinoza, lauding them for the empiricism and nominalism: the English thinkers critique metaphysic speculation and open directly the way to materialism. Pierre Bayler in France can be considered the only fellow traveler of British empiricism by his scepticism he dissolves the metaphysics of Spinoza and Leibniz (The Holy Family, 171). The Spinoza criticized here is that of the Ethics understood as a dogmatic treatise of metaphysics which has a "profane content" but it has lost its historical condition. This is no longer the antitheological political Spinoza but the speculative philosopher. Is it necessary to conclude that this is a contradiction on the part of Marx and to forget his previous theses? It is a surprising oversight because that which Marx and Renouvier give credit to Bacon, Hobbes, and Locke can be imputed to Spinoza as well. Everything takes place as if Marx, put off by the metaphysics of the Ethics forgets what he had found in the TTP—and this seems to be a permanent transformation. In fact the contradiction is not only apparent, or, more to the point, it concerns Spinoza himself. Marx does not have as his object an analysis of Spinozism. He uses the latter by breaking it down according to the needs of his task which is at this moment is to study the activity of real man and the possibility of his transformation by bringing together the theoretical humanism of Feuerbach, the French communism and socialism, and the English thinkers who represent this humanism in the domain of practice. "[Metaphysics] will be defeated for forever by materialism which has now been perfected by the work of speculation itself and coincides with humanism. As Feuerbach represented materialism in the theoretical domain, French and English socialism and communism represent materialism in the practical field which now coincides with humanism." (The Holy Family, pg. 168) One can detect in this passage the presence of a schematic of the history of modern philosophy which has echoes of Moses Hess and Ludwig Feuerbach, the two have confronted the problem of the critical comprehension of Hegel and have begun to present a reinterpretation of the grand moments of the history of philosophy after their master. Marx deviates from the interpretation of Hess given in a text which had a particular impact: The Sacred History of Mankind by a Young Disciple of Spinoza (1838). Hess appropriates Spinoza's theory of knowledge and exploits his theory of the imagination to develop a positive sense of social utopia, and overall makes Spinoza the true alternative to Hegel's Christian philosophy. Far from being an acosmism, the theory of substance is the perfect incarnation of the Hebraic idea of the unconditional unity of all. It is paradoxical, the other part, of the interpretation by Renouvier followed by Marx recovers and conceals that of Feuerbach that one can find in the same period in Preliminary Theses for the Reform of Philosophy (1842) and Principles of the Philosophy of the Future (1843). Marx brushes up against these theses of Feuerbach on Spinoza without reproducing them in their entirety. They make Spinoza an important moment in modern philosophy: at the heart of this movement they make this philosophy an important realization of the humanization of God, Spinoza remains still a speculative philosopher who is at once produces the realization and negation of God. Speculative metaphysics realizes with him its ultimate phase which is determined contradictorily as theism and atheism in the form of pantheism. "Spinoza is the originator of speculative philosophy, Schelling its restorer, Hegel its perfecter."(Thesis 102) Pantheism becomes the only consequential theology in that it anticipates the end of theology in atheism. The Spinozist substance transforms all independent beings into predicates, into attributes of a unique and independent being. God is no longer only a thing thought, it is equally an extended thing (Thesis 3). Spinoza does not make the self-activity of self-consciousness the attribute that unifies and transforms substance into subject. This was Hegel's tour de force but he paid for it with an absolute idealism of spirit since once again spirit prevails over extension and concrete man is subject to abstraction separated from reality of self-consciousness. This inscription of Spinoza in metaphysics is all the more paradoxical because Marx finds in empiricism and British materialism the theses that Feuerbach attributes to Spinoza, and Marx accepts a definition in which materialism coincides with communism. As can be seen in this passage from Principles of the Philosophy of the Future Pantheism is theological atheism or theological materialism; it is the negation of theology while itself confined to the standpoint of theology, for it turns matter, the negation of God, into a predicate or an attribute of the Divine Being. But he who turns matter into an attribute of God, declares matter to be a divine being. The realisation of God must in principle presuppose godliness, that is, the truth and essentiality of the real. The deification of the real, of that which exists materially – materialism, empiricism, realism, and humanism – or the negation of theology, is the essence of the modern era. Pantheism is therefore nothing more than the essence of the modern era elevated into the divine essence, into a religio-philosophical principle. Empiricism or realism – meaning thereby the so-called sciences of the real, but in particular the natural science – negates theology, albeit not theoretically but only practically, namely, through the actual deed in so far as the realist makes the negation of God, or at least that which is not God, into the essential business of his life and the essential object of his activity. However, he who devotes his mind and heart exclusively to that which is material and sensuous actually denies the trans-sensuous its reality; for only that which constitutes an object of the real and concrete activity is real, at least for man. "What I don't know doesn't affect me." To say that it is not possible to know anything of the supersensuous is only an excuse. One ceases to know anything about God and divine things only when one does not want to know anything about them. How much did one know about God, about the devils or angels as long as these supersensuous beings were still objects of a real faith? To be interested in something is to have the talent for it. The medieval mystics and scholastics had no talent and aptitude for natural science only because they had no interest in nature. Where the sense for something is not lacking, there also the senses and organs do not lack. If the heart is open to something, the mind will not be closed to it. Thus, the reason why mankind in the modern era lost the organs for the supersensuous world and its secrets is because it also lost the sense for them together with the belief in them; because its essential tendency was anti-Christian and anti-theological; that is, anthropological, cosmic, realistic, and materialistic. [In the context of the present work, the differences between materialism, empiricism, realism, and humanism are, of course, irrelevant.] Spinoza hit the nail on the head with his paradoxical proposition: God is an extended, that is, material being. He found, at least for his time, the true philosophical expression for the materialistic tendency of the modern era; he legitimated and sanctioned it: God himself is a materialist. Spinoza's philosophy was religion; he himself was an amazing man. Unlike so many others, Spinoza's materialism did not stand in contradiction to the notion of a non-material and anti-materialistic God who also quite consistently imposes on man the duty to give himself up only to anti-materialistic, heavenly tendencies and concerns, for God is nothing other than the archetypal and ideal image of man; what God is and how he is, is what man ought to be or wants to be, or at least hopes to be in the future. But only where theory does not belie practice, and practice theory, is there character, truth, and religion. Spinoza is the Moses of modern free-thinkers and materialists. 4. The anti-metaphysical fury of Marx, the blind submission to Renouvier, limits him in developing an interpretation of the Ethics more nuanced and sensitive to the historical contradictions. This situation is even more strange because it is in The Holy Family that Marx interprets materialist philosophers such that they are a Feuerbachian Spinoza. On can find then three theses that Marx distributes to different representatives of materialism and that can also be imputed to Spinoza. --Thesis 1. Nature is a primary reality, it can be explained by itself without recourse to the principle of a creator. Nothing comes from nothing. One can then have recourse to Bacon for who "the primitive forms of matter are essentially living forms, individuals, and it is they that produce specific differences." He follows, as does Hobbes, in adding that "one cannot separate thought from the matter which thinks." Thought cannot be separated from matter capable of thought. --Thesis 2. The human order is inscribed in a specific manner in nature. This specificity does not specify anything extra-worldly of human activity. Hobbes has demonstrated the sensible nature of activity. "Man is subordinate to the same laws that nature. Power and liberty are identical." The Holy Family) This order is known to promote the art of forming ideas, the human species is fundamentally educatable. ---Thesis 3. What is important is to think the constitution of this human order according to radical possibilities of the ways of transforming these necessary conditions of experience of liberty-power. "If man is unfree in the materialist sense, i.e., is free not through the negative power to avoid this or that, but through the positive power to assert his true individuality, crime must not be punished in the individual, but the anti-social source of crime must be destroyed, and each man must be given social scope for the vital manifestation of his being. If man is shaped by his surroundings, his surroundings must be made human. If man is social by nature, he will develop his true nature only in society, and the power of his nature must be measured not by the power of separate individuals but by the power of society." (The Holy Family 176). It is not necessary to give the history of philosophy presented in The Holy Family a structural importance. It acts as a provisionally constructed polemical text where Marx has given the means for his own philosophical conception in broad strokes in order to better understand the intersection of humanism, materialism, and communism. The incongruence of the treatment of Spinoza, reinterpreted to be behind Feuerbach's position, was not overlooked by Marx's comrades in combat since H. Krieg (himself denounces by Marx in a virulent circular as a confused partisan of religious socialism), he wrote in a letter of June 6, 1845 in order to restore Spinoza's battle against metaphysics overlooked by Marx, "you're probably right about what it says in the English Hobbes and Locke [i.e. that they vacillate contradictorily between materialism and theism], the same for Voltaire and his direct partisans; but Holbach is practically Spinozist, and it is with and Diderot that the Enlightenment reaches its summit and becomes revolutionary." (cited by Maximilien Rubel and his edition of the philosophical texts of Marx titled Philosophie) 5. The instrumental and fluctuating character of the reference to Spinoza as a metaphysician is confirmed precisely by The German Ideology. Marx returns in passing to the place of Spinoza in modern philosophy. Spinoza has developed the principle of substantial immanence but he has not integrated the principle with self-consciousness. Hegel would be the unity of Spinoza and Fichte (The German Ideology, 107). But for Marx this representation consigns him to a partial aspect of the Hegelian synthesis. Self-consciousness is at once a hypostasis of the real activity of human beings in the process of their self-production and the "the real consciousness of the social relations in which they appear to exists and to which they appear to be autonomous." In a similar manner substance is "an ideal hypostatized expression of the world as it exists" that is take as the foundation of the world "existing for itself." Marx returns to Feuerbach for clarification of substance and it anthropological resolution. We do not know much more, but the text seems to distinguish the Hegelian critique of substance and its possible materialist significance as "the existing world." We would have expected considerations on the immanence of modes in natura naturans and of their dynamic interdetermination. In any case, Marx refuses the young Hegelain opposition between self-consciousness and substance, and proposes to maintain the category of substance as an inseparable unity of the existing mode and the beings which constitute the world in the play of their relations. Marx's criticism has as its target the mystification of self-consciousness and its anti-substantial phobia. Everything takes place as if the ontological categories of Spinoza up until now rejected as conservative metaphysics have an intensive force irreducible to the critique of the young Hegelians. However, it remains that in this complex itinerary the use value of the reference to Spinoza is concentrated in the theological political constellation and the political constitution of the political force of social force. This reference becomes the presupposition of the materialist conception of history, but it does not intervene in the texture of these concepts. The Spinoza Reference in the Critique of Political Economy, Substance and Concept Returning to Schrader and his propositions for the study of the second moment of the reference to Spinoza, that of the Marxist use of Spinozist concepts from the Ethics in the development of the critique of political economy in the development of Capital. Schrader pays particular attention to the reappearance in the margins of the reference to Spinoza in the period of the creation and exposition of the critique of political economy which is developed from 1851 to 1863. An important letter from Marx to Lassale from May 31, 1858 which was published in an obscure book on Heraclitus, gives to Spinoza's metaphysics the same status that he gave to Hegel in a famous letter to Engels a few months before. Even among philosophers who give a systematic form to the works, as for example Spinoza, the true inner structure of the system is quite unlike the form in which it was consciously presented. The true system is only present in itself. (Marx MEW, 29, Berlin, 1963, 561).
What was of great use to me as regards method of treatment was Hegel's Logic at which I had taken another look by mere accident... If ever the time comes when such work is again possible, I should very much like to write 2 or 3 sheets making accessible to the common reader the rational aspect of the method which Hegel not only discovered but also mystified. (Correspondence Marx-Engels) Marx makes it clear that the elaboration of the critique passes through the utilization of elements of philosophical works which others appear to have completely bypassed. The presence of Hegel is the center of the interpretation of Capital. It would appear certain to this period that Marx no longer takes inspiration from the Feuerbachian critique of abstract speculation. In this case, the Idea separated from its contents generates the latter in a mystified way by legitimizing the crudest aspects, losing the benefit of seizing the real as a contradictory process, as is explained in The Holy Family or The Poverty of Philosophy. Hegel is from now on solicited for his dialectical discoveries: he elaborates the dialectic as an immanent process of thought and his discoveries serve Marx in developing his proper critique. The presence of Hegel in the period up to the publication of the first volume of Capital in 1867, in passing through diverse manuscripts of 1857-1858 (The Grundrisse) and the manuscripts from 1861-1863, has been attested to and demonstrated by works, either to reaffirm the heretical Hegelianism of Marx, (Rosdolsky, Reichelt, Zelenyi, all dedicated to research the logic of Capital, all following one of the most famous injunctions of all times, Lenin in the Notes on Dialectics) or to combat it in order to argue that Marx was Hegelian or anti-Hegelian (Althusser, and Bidet in his famous study, The Making of Marx's Capital). This usage of Hegel consists essentially in using the categories of logic to expose the theoretical structure of the passages which operate from the commodity to value, from money as the measure of value to money as the means of exchange and as the universal means of payment, from money to capital. Schrader proposes the following recovery of the Marxist exposition of Hegelian categories: --Exchange value and the form of value correspond to the pure quantity of Hegel: this value and its measure is realized as money. The Marxist measure of value adopts the Hegelian determinations of the quantitative relations and their measure. --The circulation of commodities and money is described by the concepts of an infinite qualitative and quantitative process. --Finally the passage from money to capital transposes the passage from being to essence. Marx has thus read and reused these conceptual determinations for the diverse functions of commodity, value, money and circulation. And what about Spinoza? According to Schrader, he intervenes to resolve a logical problem that is at this point unresolved, that of the determination of the concept of capital supposed to integrate the logically preceding determinations. In good Hegelianism, Marx has made the movement of capital that of the essence of the concept. When Marx maintains that exchange value is realized in the circulation of other substances, in an indefinite totality, without losing the determination of its form, always remaining money and commodities, he makes capital the totality of substances. However, it thus impossible to maintain the internal connection between capital and labor, and more precisely abstract labor. Spinoza intervenes to make possible another use of the category of substance: that would not have its function to subsume the plurality of all substances, but to determine the quality of the fluent quantity that defines abstract labor. One can see this in the text of Volume One of Capital, revised by Marx in 1873 for the French translation of J. Roy. The category of substance is introduce in the passage from the commodity to its determination as the contradictory unity of use value and exchange value. The exchange of commodities is only possible if the their values are "expressed in terms of something common to them all, of which thing they represent a greater or less quantities." This something is a substance specific to all commodities. "This common "something" cannot be either a geometrical, a chemical, or any other natural property of commodities…[] it is evident that one makes an abstraction from use value when one exchanges, and that the relation of exchange is characterized by this abstraction (Capital). Exchange and the production process which supports it operate this real abstraction from the useful qualities of the objects to be exchanged. This utility, although necessary, does not render possible the exchange of objects of value insofar as they products of labor. Exchange concerns the objects considered as products of labor. If then we leave out of consideration the use value of commodities, they have only one common property left, that of being products of labour. But even the product of labour itself has undergone a change in our hands. If we make abstraction from its use value, we make abstraction at the same time from the material elements and shapes that make the product a use value; we see in it no longer a table, a house, yarn, or any other useful thing. Its existence as a material thing is put out of sight. Neither can it any longer be regarded as the product of the labour of the joiner, the mason, the spinner, or of any other definite kind of productive labour. Along with the useful qualities of the products themselves, we put out of sight both the useful character of the various kinds of labour embodied in them, and the concrete forms of that labour; there is nothing left but what is common to them all; all are reduced to one and the same sort of labour, human labour in the abstract. Capitalism cannot be grasped as a subject enveloping the totality of the process of the development. It is no longer a simple quantity in indefinite expansion. It is thought as the "social substance of as exchange values." This substance can be determined as capital, but it goes beyond this process of determination by constituting a remainder, a "residue" that constantly reappears. "Let us now consider the residue of each of these products; it consists of the same unsubstantial reality in each, a mere congelation of homogeneous human labour, of labour power expended without regard to the mode of its expenditure. All that these things now tell us is, that human labour power has been expended in their production, that human labour is embodied in them. When looked at as crystals of this social substance, common to them all, they are – Values." The concept of Capital is not that of the concept of substance becoming subject., it returns to the concept of social substance defined as abstract labor creator of value, substance of value, and substance which increases value: purely progressive quantity reduced to its infinity which is a true infinity irreducible to the logic of bad infinity, that of capital which nonetheless subsumes it. However it is said that this reconstruction does not rest on an explicit reference to Spinoza. The objection is well founded. Schrader responds that it is Marx who reread Hegel and saw that the formal system of Spinoza could be used against Hegel critique of the concept of substance in the Logic. It is a matter of the problem of determination. Omnis determination negatio, Marx keeps reminding everyone of this. If it is Hegel who validates Spinoza's judgement by demonstrating its insufficiency which for Marx transforms into a sufficient truth to permit him to avoid identifying capital with the Hegelian concept. Capital can increase its reality only by determining this social substance of abstract labor, by negating it. The tendency of capital, its ideal, is the absolute negation of this substance. Marx makes the insufficiency of Spinoza's substance according to Hegel into a virtue. In the Logic the principle according to which determination is negation is recognized as essential. But Spinoza, according to Hegel, remains with determination as limit which is founded on an other being. The mode is in another from which it derives its being but this other is in itself. It is the integral concept of all realities. But its immanence is only apparent. Each mode negates each other, determination of each is the result of the determined negation of all of the others. Far from determining itself in these negations, substance is negated in its absolute indifference. It does not reflect itself in these negations no more than they reflect it. The Spinozist principle does not arrive at absolute negation that it anticipates contradictorily. The substance is posed by an external reflection which compromises the otherwise affirmed subsistence of the determinations which become an effervescent moment (attributes and modes). This can be read in the texts from The Science of Logic dedicated to Spinoza. "Of this proposition that determinateness is negation, the unity of Spinoza's substance — or that there is only one substance — is the necessary consequence. Thought and being or extension, the two attributes, namely, which Spinoza had before him, he had of necessity to posit as one in this unity; for as determinate realities they are negations whose infinity is their unity. According to Spinoza's definition, of which we say more more subsequently, the infinity of anything is its affirmation. He grasped them therefore as attributes, that is, as not having a separate existence, a self-subsistent being of their own, but only as sublated, as moments; or rather, since substance in its own self lacks any determination whatever, they are for him not even moments, and the attributes like the modes are distinctions made by an external intellect. Similarly, the substantiality of individuals cannot persist in the face of that proposition."Hegel, Science of Logic "Since absolute indifference may seem to be the fundamental determination of Spinoza's substance, we may add that this is indeed the case in so far as in both every determination of being, like every further concrete differentiation of thought and extension and so forth, is posited as vanished. If we stop short at the abstraction [of substance] then it is a matter of complete indifference what something looked like in reality before it was swallowed up in this abyss. But when substance is conceived as indifference, it is tied up with the need for determining it and for taking this determination into consideration; it is not to remain Spinoza's substance, the sole determination of which is the negative one that everything is absorbed in it. With Spinoza, the moment of difference — attributes, thought and extension, then the modes too, the affections, and every other determination — is introduced empirically; it is intellect, itself a mode, which is the source of the differentiation." Hegel, Science of Logic 3. It is capital which fails to realize its ideal determinations of essence and which falls back into the residue of the social substance, of the abstract labor which it masks. Capital as a mode of production is ruled by the real abstractions of exchange value which are not comprehended by social agents. Value is a social abstraction that is produced from the base of multiple dispersed evaluations, that the understanding of the economist produces only after the fact, but can be known as a real abstraction operated by society and which is determined as a social substance of abstract time. The determination of the common substance as abstract labor makes it possible to dissipate the mystification produced by the appearance of capital as the self moving essence of value. All of the people, who are modes of this substance, cannot immediately represent to themselves the internal determinations of this substance in which they appear other than as representation of theological-political complex, the same as the agents of capital who cannot represent to themselves the determinations of capital (commodity-value-money-forms of capital) without fetishizing them as autonomous movements of the value form. Theoretical knowledge, the Wissenschaft, does not dissolve this fetishism because the mechanisms of its social reproduction are founded on the constitution of these forms of representation and their real efficacy. Capital cannot arrive at self-identity in terms of an absolute reflection. The determination that Hegel imputes to Spinoza negatively of substance as exterior reflection can better convey the determinations of moments of its critique. This places within the development of initial economic forms this sort of equivalent of the attribute of extension that is human labor, this common social substance comprising the forms of modal representations which capture it, that is to say that the forms of consciousness and their functional relations in the material process of reproduction. It is therefore the relationship between the substances of abstract human labor and mystified or adequate forms of social representations of this substance that Marx finds in in the hidden Spinozian system and that he utilizes in order to escape the limits of Hegel's categories, which tend to sublimate substance into the concept and therefore annul the contradictions of capital in the passage from substance to the essence and the concept. From this point of view, Hegel and Spinoza would both be utilized without reservations by Marx as the complimentary and constitutive means of production of the critique of political economy. Spinoza would thus be primarily critical to the extent that the process of the development of the determination of capital cannot be ruled by the teleological order of being-essence-concept. The theory of the substance of abstract labor interrupts the movement of the idealization of capital from the mimesis of the Hegelian order that has been opposed. Spinoza is a moment of the emendation of the intellect internal to the Marxist critique, not an external instance that would be opposed in the confrontation with exteriority. On an Incomplete Analysis 1. Schrader goes no further. The outline of his work remains open. In particular this analysis Postulates as evidence a substantial theory of abstract labor, one that has come under criticism from multiple non-marxist thinkers (Croce, Pareto, Menger) and also, more recently, by Marxists (Althusser and Bidet). In this case the relation to Spinoza would lose its fecundity. But if one leaves to the side the labor theory of value and its supposed foundational role, on the internal level the analysis still remains allusive, because it would have been necessary to exceed the level of Volume One of Capital in order to demonstrate the decisive character of Spinoza's conceptuality in the Marxist conception. Despite these uncertainties, the perspective opened by Schrader is stimulating in that can necessitate a more rigorous study, tempering the contradictory interpretations by the rigors of philology. 2. Schrader's final remarks seem to us be more provocative. Starting from the idea that Spinoza and Marx begin from two different historical moments—that of manufacturing capital limited by the desire of hoarding and that of capitalism fully developed—the logical and ethico-political thesis of the submission of needs to absolute monetary enrichment, and that therefore the refusal of money as an end in itself, he begins to construct a shocking analogy between the third type of knowledge in Spinoza and the knowledge of the capitalist which exposes its money to circulation in order to multiply it. The determination of particular things sub specie aeternitas, as deepening the knowledge of their essence would symbolize with the effort of capitalists to insert money to measure things in their circulation sub specie capitalis. The reference to Marx attests to the irony of Marx: if the movement of true knowledge is infinite, this infinity cannot be confused with that of monetary accumulation which becomes a bad infinity because the means of accumulation are reversed and perverted to be posited as an end in itself. 3. It is more correct, as Schrader makes apparent, to find a space more effective for the forma mentis common to Marx and Spinoza: the two both diagnosis the pathology of the understanding and that of a form of life proper to a given historical world. Both understand the irreversible character of modern passions and set to understand and eventually cure these pathologies. Spinoza, son of a merchant enriched by international trade and a merchant himself in his youth, does not have contempt for money and the new wealth of nations promoted by capitalist economy. He does not dream of a return to oikos of finite needs in a household setting, he is not an aristoltean who condemns bad infinity of the circulation of merchandise which has as its object money and not the use value of merchandise. He registers the emergence of exchange value, he sees, as Aristotle did, that it is the subordination of true value. Remember the famous text from Ethics IV Appendix, consecrated to the function of money. XXVIII. Now to achieve these things the powers of each man would hardly be sufficient if men did not help one another. But money has provided a convenient instrument for acquiring all these aids. That is why its image usually occupies the mind of the multitude more than anything else. For they can imagine hardly any species of joy without the accompanying idea of money as its cause. XXlX. But this is a vice only in those who seek money neither from need nor on account of necessities, but because they have learned the art of making money and pride themselves on it very much. As for the body, they feed it according to custom, but sparingly, because they believe they lose as much of their goods as they devote to the preservation of their body. Those, however, who know the true use of money, and set bounds to their wealth according to need, live contentedly with little. The realization of money as a concept, the accumulation of money for accumulation, is unrealized. Marx adds that this goal is inaccessible because the character of use value of commodities contradicts the universal sociality of value. The common social substance in so far as it is measured in abstract labor time is measured according to quantitatively determined portions. Money is supposed to represent value in its infinite becoming of an end in itself, but it can only effectively represent a determined part. This contradiction is resolved in the deplacement that money makes in becoming capital, exchange value multiplied in profit. Spinoza's therapeutic of desire also concern the intellect of calculation: the latter is not condemned, it is superior to the intellect of avarice which theorizes by avarita and does not develop the capacity to act and think. This understanding, however, is called upon to better understand the monetary economy by subordinating it to immanent true utility, that which is inscribed in the republic of free citizens. It is only in this sense that the accumulation of wealth under the monetary form can enter into the correct perspective of knowledge of the third kind. Marx in his own way wants to understand the action of human beings without deploring or flattering them. Capital cannot be understood going from substance to the essence of the concept, but it has its basis in substance, the social substance of abstract labor, and can be rethought and regrouped in the forms of economic understanding. Capital also has as its goal a particular therapeutic manner, the health and well-being of a social body that cannot be subsumed under capital but must encompass the increase of the capacities of acting and thinking that capital subordinates to itself. 4. This anti-teleological function of the concept of substance/abstract labor is not maintained by Marx for long in his dialectic. Certainly the function of the subject cannot be attributed to capital, but it is displaced and given a different support, not that of abstract labor with its internal multiplicity and impersonality, but its bearer, that of the working class, the proletariat, the people of the people. The substance of abstract labor becomes subject in the determination that Marx always uses with the English term general intellect. One could thus see a final return of Hegel which interrupts Marx's return to Spinoza. The communism developed by the general intellect is the practical substitute of the Hegelian concept and imposes an anthropological version and anthropocentric teleology that Spinoza would not accept. What does the general intellect represent? It represents the capacity of the proletariat to organize the ensemble of forces defining the collective worker and the cooperation associated with it, under the direction of formation of the factory in the constitution of the unqualified worker, all representing the advance front of the progressive socialization of the social productive forces. Communism is not something that is imposed as a simple moral ideal, it is a product of the real historical process. However, Marx does not escape here the teleologism that he shares with majority of German idealism. The socialization of productive forces—that for Marx leads the process of the self-production of humanity realizing its immanent end and to which he attributes the function of the concept—is not realized at the level of society. It cannot in any way constitute itself as a causa sui. The human world remains a world of world of modal relations and interactions: if the effects of liberation can realize themselves at the level of the individual (by the knowledge of singular things) or at the level of collectivity ( by the democratic constitution of the multitude), these effects would not be made from a mode as a complete cause of itself under all points of view. The capacity of a mode to act and think, human individual or society, can be more or less adequate, but this adequation does not annul the difference that separates the mode which is produced by and in another which it requires to subsist and which is produced in and by itself and becomes a cause of itself. The identity of natura naturata and natura naturans cannot grant a mode the capacity to be cause of itself under all points of view: it permits it to do so under certain points of view and certain conditions which are sufficient for an ethical realization. Communism to the extent that Marx thinks in terms of the becoming concept of the collective worker exceeds the conditions and possibilities of action predicated on modes. To this structural impossibility we can add the consideration of an analytical one: modern society is not immense and singular enterprise under the order of the collective worker, it is, to say the least, a network of antagonistic enterprises in which on the contrary the process of work is fragmented to the point where it loses all material and ideal unity, a fragmentation that has been imposed by the imperative of capitalist society. Exploitation is not only maintained but it is generalized, it is only in compensation that the recomposition of labor process itself as something collective, cooperative, and associated that Marx believes leads the dialectic of the process of capitalist production. Spinozist realism is here irreducible. It does not limited us in taking the measure of the problem posed generally by Marx, it excludes, however, the solution envisioned from speculative teleology and it compels us to attempt to comprehend the modal form in which exploitation is reproduced. How can we form a new theory of the capacity for insurrection of the multitude subordinated to capital while they also resist it. What effects of liberation can still be manifested by producing new subjectivities which are embedded in real productive activities, not prisoners of unproductive ghettos ravaged by self-destructive violence, nor recluse themselves in the powerless rumination of a moral salvation? How can we escape forms of historical impotence? How can we avoid being reduced to the status of spectators of this impotence? Such are the questions posed by Marx and which are posed again today along with Spinoza and his critique of the teleological illusions of the general intellect, questions which have not arrived at the end of their road. But it is historically vain to ask Marx these questions: they are ours and it is up to us to answer them.
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To celebrate International Youth Day 2020 Rachel Mims, Senior Program Officer for Youth Political Participation at NDI, is joined by three young leaders from Zambia, Lebanon, and Moldova. They discuss competitive youth debate as an opportunity to build political skills, actively contribute to solving social problems, and create greater space for youth inclusion in public life. For more information please go to https://www.ndi.org/youth-leading-debate Find us on: SoundCloud | Apple Podcasts | Spotify | RSS | Google Play Given Kapolyo: I don't believe in the saying young people are the future leaders. Because the truth is they tell us this for years and years and years, when I was 15 they told me you're a future leader, then I turned 20 and they said I'm a future leader, then they turned 25, and they said I'm a future leader, so then I'm now just waiting, I'm saying okay, when does the future come? Now I think just this is time that we turn it around, and say young people should be the leaders of today, as well. Rachel Mims: Today's young people deserve real opportunities to participate in political processes, and contribute to practical solutions that advance development. When given an opportunity to organize, voice their opinions, and play a meaningful role in political decision making, they consistently demonstrate their willingness and ability to foster positive lasting change. They also become more likely to demand and defend democracy, and gain a greater sense of belonging. Recent global movements such as movements for climate justice and racial justice demonstrate that young people are demanding a shift in who has power, and in how that power is used, yet young people still find themselves marginalized from mainstream politics, and are limited in their ability to exercise the same influence over decision making processes. This is particularly true for young people who have experienced intersecting forms of marginalization and exclusion. At a time when global inequality is increasing, young people remain disproportionately impacted, and are expressing frustration with leaders and institutions that they perceive to be inaccessible, incapable, unresponsive, corrupt, and often repressive. NDI works globally to support the political participation of young people through a variety of approaches that increase young people's agency, and create a more supportive environment. One approach involves helping young people develop competitive debating skills, including an issue analysis and framing, reasoning, public speaking, and active listening. NDI has supported [inaudible 00:02:05] programs in several countries, including longstanding programs in Jordan and Moldova, and more recent programs in Guatemala and Libya. We've seen the debate skills not only enhance political participation, but also contribute to holistic youth development. Debate builds practical skills that pave the way for young people to successfully engage in civil discourse and peaceful problem solving, both with their peers and with adult power holders. I'm Rachel Mims, Senior Program Officer for Youth Political Participation at the National Democratic Institute, and today we are joined by three young leaders from Lebanon, Moldova, and Zambia, each working in different ways to apply their debate skills and actively contribute to solving social problems. As a result, they're creating greater space for youth inclusion in public life. First we'll hear from [Gibbon Carpolio 00:02:58]. Next up, Rachbenda Fou, and then Selena Decuzar. Welcome to Dem Works. In Zambia, NDI partner with a chapter of the Center for Young Leaders of Africa, and Youth for Parliament, to gather young people from across political parties, media, and civil society organizations to debate solutions for increasing the number of young people in parliament. This debate program created an opportunity for youth from parties and civil society to change ideas, develop their public speaking and research skills, and to generate discussion around critical issues facing youth in Zambia. We spoke with Given Kapolyo to learn more. Given, thank you for joining us today. GK: Thank you so much for having me. It's a great pleasure to feature. First of all, I'm a young African female, my name is Given Kapolyo, I'm a young politician, I'm a student, I'm an activist, I'm an advocate, and a public speaker now. I can proudly call myself a public speaker, after I took part in the NDI public speaking that was called the Youth Debate Zambia. I live in the northern part of Zambia. That's Kasama, northern province, Kasama, rural part of Zambia, so it was great that I was moved from the northern part of Zambia to the capital city, just to participate in the Youth Debate Zambia. RM: Thank you, and thank you for telling us about all the different hats you wear. I hope to hear more about your activism, and other things that you're doing in politics. Can you tell me more about your experience in the debate program? What was it like? What were some of the topics that you all discussed? GK: We began with a training session. We covered the history of public speaking, we covered the tricks that we need for public speaking, how you draw the attention of a crowd, how you keep them engaged, and ordered. It was different young people from different parts of the country, and we were all brought together and were taught together, and then were given a topic. We were discussing how we can increase the number of young people in parliament, the number of youths in parliament, and it was a very profound experience, in the sense that we didn't just learn, then they'd give us a chance to actually show what we had learned from the training, and it was that interesting. By the time we were leaving the training, there were people that were so confident to go back to their communities, and just speak change into their communities, into the crowds, and that was just how interesting, and just how meaningful it was to me and other participants that were there. RM: I really love the point about public speaking, and this immediate sense of agency that young people feel, that they can go back and use their voice, and they have skills that they can start to put into use right away. Can you talk about the connection between some of the skills that you learned and your future political aspirations? I know that you're interested in running for public office. GK: One of the things that we learned at the Youth Debate Zambia was that communication, public speaking and communication have a lot to do with politics, and with the youth standing out as a public figure, because it's they also mentioned how many great orators were [inaudible 00:06:34] were to get into public office because of how they spoke, how good they were at it, and the impacts that it just had in changing society. For me as a young politician, first of all I must mention that the country that I'm from it's very difficult for a young female. First of all, it's very difficult for a female to make it into public office. It's even worse for a young female to make it. That, it also prepared me for how I could use my words to show people that not only will I be a voice for them, I could actually speak my heart out to them, tell them what my plans are, but then do it skillfully in a way that they buy into it, and are able to elect me, and even how because we dealt with topics on how you could make your speech relatable such that as you're telling your story somebody that is listening instantly feels like you're telling their story, and when they're able to relate with you it will be very easy for them to actually elect you as their leader, because they feel like you're a mirror of them, and then you can represent them better. The training for me was actually a point that I think began a lot of things for me, because I knew I could speak, but then I didn't know I could use it to further my political ambition. When I went back home, in Kasana, I was able to speak to various groups. Just by me sharing my story with them, they were able to buy into the vision that I have for my ward, because I have aspirations of standing as a ward counselor next year, in our general elections, and it's been very helpful. I've been able to know another important thing we learned is how you should be able to read your audience, so depending on who I'm talking to, I'm able to know which skills I should employ. RM: Thank you. I know you can't see me, but I'm nodding vigorously over here, because you just shared, I think, so many important lessons with our listeners, just about how you can use these skills to further your political ambition, how things are different for young women, and how they face different barriers and challenges into getting into elected office, and how these skills help create an opening. I want to talk about NDI's work in changing the face of politics, and it relates directly to what you mentioned about being a young woman in politics. NDI is launching a decade-long campaign to accelerate the pace of change on all aspects of women's empowerment, and that includes their participation in leadership and politics, and I wanted to hear from you what you think young people's role is in not only changing the face of politics, but ensuring that young women have a role to play, and can participate in politics. GK: We need to become alive to the reality that our parents will not be here 10, 20, 30, 40, 50 years from now, it is us that will be here. Every time I'm speaking to young people about young people involvement in politics and leadership and decision making and getting involved in civic spaces, I'm always telling them if we don't get involved now, then we are simply selling our future off ... Not even selling it off, we're simply giving it off for free. Because whatever our ... Those that we leave leadership to today, whatever decisions they make, or whatever they choose to do with the resources that we have, whatever they choose to do with our nation, they will not be here to face the repercussions, we will be here. Most of our parliament, the Zambian parliament has over 158 seats, and only 2 people are below the age of 35, only two people are youth, but if we do get young people involved, then we do get young people into parliament, we will know to say this decision that I'm making today, I'm only 27, so the decision that I'm making today, 30 years from now the chances that I still will be here to answer for it and to face the repercussions of if I make a bad decision will linger in my mind, for even as I make a decision I'm thinking I'm not thinking five years from now, I'm thinking 10, 15, 20, 30, 50 years from now, because I'm assured I will still obviously be here. I feel the time is now that young people actually take over and provide solutions to many of these challenges, and many of the problems that our country, our continent, and even the world is facing today. RM: So many of the points that you just talked about really point to the need for this culture shift, and a culture change within politics. I think a lot of what you are advocating for, particularly about greater youth inclusion, can help contribute to that shift, and politics being more inclusive and representative of young people. I just really want to thank you for taking time to talk with us today, and to share your thoughts, and I really want to wish you all the best in your run for office. I think you would make an amazing political leader, and I'm really excited to see what your future holds, and where you'll go after your participation as a young person in politics. GK: Thank you so much. I look forward to where I go to, so I keep working towards it. And this I'm guaranteed that I will get there. Thank you so much for having me. It's been a pleasure having this conversation with you. I look forward to further interactions. RM: Us as well. Thank you again. For more than 35 years, NDI has been honored to work with thousands of courageous and committed democratic activists around the world, to help countries develop the institutions, practices, and skills necessary for democracy's success. For more information, please visit our website, at www.NDI.org. In Lebanon, NDI is collaborating with the television station MTV Lebanon, for its weekly program, It's About Time, which features political leaders responding to questions from the host and from young people who have been trained in policy analysis and debate skills by NDI. MTV Lebanon hopes that by expanding debate culture in the country and by proving that young people can debate, they will pave the way for hosting Lebanon's first debates between national political leaders before the next elections in 2022. The show has achieved broad viewership, and resulted in viral moments on social media, with some political leaders saying that they tune in specifically to watch the youth debate segment. I would like to introduce everyone to Rafka Noufal, a junior Lebanese lawyer, and active participant on the debate show. Rafka, thank you for joining us for the podcast today. Rafka Noufal: Thank you for having me with you today. RM: I'd like to start with you giving us a brief introduction about your work, and your background, and what brought you to the debate show. RN: I'm a 24-years-old Lebanese junior lawyer. I studied law in the Holy Spirit University, a Catholic University in Lebanon, and I just graduated from my masters to a degree. I also have a certificate of completion of the [inaudible 00:14:06] university program on international criminal law and procedures, and am a very social person who's interested in politics and in all the topics that are rising inside our country. When I knew about the TV political show It's About Time, through my university, I was very excited and more willing to join this show because I saw it as a platform to raise our voice as the young people in Lebanon, and to give our opinion and our thoughts on all the political and social and economic topics that are arising inside our society. I work as a lawyer now, [inaudible 00:14:42] bar association, and I work in an office that takes private law cases and more specifically criminal law cases. Throughout my work, I got familiar with the gaps and insecurities inside the Lebanese legal system. RM: I see so much connection between your ability to do this work as a lawyer and having the opportunity to dig into these pressing political issues on the debate show. Can you tell me a little bit more about your experience on the show, and talk about some of what you gained, whether it's skills that you gained, or kind of how the show maybe changed your perspective about politics? RN: In fact, the different trainings we did with NDI were very useful on many levels. First of all, it developed our skills in public speaking, which is very important in the life of politics, and to my work also of the lawyer. Also, these trainings triggered the reason and the logic inside every mind of the young people who participate in the show, and it let us discuss and have conversations people from all over the country, so this debate program let us know how to discuss, how to debate topics without hurting other people's feelings, or other people's opinions. RM: Can you tell me a little bit more about some of the topics that you debated on the TV show, and maybe topics that came up that were a bit more controversial, or there was more, there were maybe more emotions, or opinions that people really wanted to share? RN: First off, my last debate at the show was about the early elections in Lebanon. I was supporting that we should have an early election in Lebanon, to change the members of the parliament, because the government in Lebanon now, even the parliament, they are not doing enough work in order to take us, or to help Lebanon go through this economic situation, this economic crisis we're going through right now in Lebanon. I was supporting the fact that we should be doing an early election, to change the leaders, to change the member of the parliament. We need young people to get inside the parliament. We need new, free minds, that are not attached to the past, they are not divided by sectarianism. We need a civil country, not a country that is divided by sectarianism. RM: Can you talk a little bit more about your thoughts on the protest, and what you see as a way forward not only for young people in Lebanon, but the entire so many people across the country have been engaged in the protests, kind of what do you see as a vision, or a way forward? RN: I would like to start by giving, talking about the problem between this disconnection, between young people nowadays in Lebanon, and the political parties, before talking about the protests. In fact, political parties in Lebanon are still attached to the past, and they divide young people by sectarianism. You should follow this party because you are from the sect that this party supports, or also I think that political parties inside Lebanon lack any vision for the future beyond their personal interests, and the most important point is that they deny the youth right to participate in decision making process, because they are political parties that are doomed with ... How to say it? Political inheritance, and the cultural hierarchy that says that elders know better than young people, but in fact when that's not the case when it's faced with reality, because every generation faces new challenges, different from the challenges that the other generation faced, so all of this adding to the corruption that grows like a tumor inside [inaudible 00:18:54] infecting all the aspects after [inaudible 00:18:58] for about like the environment, infrastructure, and economic crisis led to the birth of this protest and this revolution that emerged inside the streets of Lebanon. RN: I think that young people, and I'm one of them, we saw this revolution as a window of hope to change the current corrupted situation in the country, and maybe to take part of the decision making process, to give our opinion, our thoughts. RM: Do you see some of the topics that have come up in debates, and young people's desire to protest and take part in the revolution, do you see that as a meaningful pathway to change? RN: I think so. I think young people believe in these social movements because these social movements are based on the free minds, and are detached from sectarianism, and from inequality between the Lebanese people, and maybe these social movements can create in the future political parties that can govern Lebanon and help it to develop like other countries in the world. RM: This year, under the banner of of Changing the Face of Politics, NDI is launching a decade-long campaign to accelerate the pace of change on all aspects of women's empowerment, and that includes their participation in leadership and politics. I wanted to ask you what you see as young people's role in changing the face of politics, and ensuring that young women specifically can participate and have a meaningful role in politics, and particularly in the context of Lebanon, this new politics that you all are attempting to usher in. RN: I think that [inaudible 00:20:44] young people are making a step to bridge this gap between politics and youth people, because they are taking on important issues, such as climate change, mass immigration, and even women empowerment, however, I think that we still have a bit of problem inside the third-world countries, but as for women empowerment, I think Lebanon and and outside in other countries young people believe in gender equality between man and woman, and they don't consider gender as an indication for holding a political position. In fact, we support us young people that competence, performances and efficiency are the only conditions for judging a person in a position of power, and not being a woman or a man. Thus, if we take charge in Lebanon, I think you will see more women engaged in the politics. For example, right now in Lebanon we are demanding the vote of the law for women's quota in all Lebanese election as a step to engage more women in the political life of the country. RM: Do you think that this culture of youth debate, and young people sharing their voices on these important political topics, do you think that this trend will continue, in that it's important that young people continue to use debate to speak out about politics? RN: The debating concept is important because first, it lets you build constructive arguments in a persuasive way, and you don't only talk just to talk, you have to talk with a logic and reason. Young people can express their opinion with public speaking skills, and to accept the opinion of other people without deciding them, or offending them, as I mentioned before. RM: I really want to thank you for taking time out to share more with us about your political experience, and to talk about the political trends that we're witnessing in Lebanon. I think that a lot of what you shared can be really relevant for young people, and for others that are participating in politics, to really understand how this development skills and development of knowledge around debate can be useful for a political career. RN: I would like also to thank NDI for all the training they did with us, and it was really a lifetime experience with them, and with It's About Time show. RM: Great. Thank you. RN: Thank you so much. RM: NDI has worked with thousands of young people on the art of competitive policy debate, and has ongoing debate programs in three regions. To learn more about NDI youth debate programs, or access program resources, visit the Youth Leading Debate Initiative, on NDI.org. In Moldova, NDI is facilitating the seventh iteration of the Challenger Program, which aims to help create the next generation of political leaders, policymakers, and civil servants. Challenger equips young people with the knowledge and skills to develop realistic public policies that respond to the needs and priorities of the people in Moldova. The youth debates take place in the second phase of the program, the policy debate school. During the program, the participants acquire research and analytical skills, and they also take part in developing a youth manifesto, which addresses important national problems faced by young people in the country. I would now like to introduce you to Silena, who is a member of the Challenger Program, and is going to join us to talk a little bit about her experience. Hey, Silena, thanks for joining us today. Selina Dicusar: Hello. Thank you for having me. RM: I'd like to just start with you giving us a brief introduction about yourself, and telling us about your experience in the program. SD: Okay. My name is Selena Dicusar. I am 20-years-old. I was born in the Republic of Moldova. Currently, I'm studying Moldova, at the international relations. SD: I am a member of the Communication PR Department of the Erasmus Student Network Chisinau, but elections are currently underway, and I will run for Vice President. I am also participant of Challenger, and a double winner of the Best Speaker Award. RM: Selena, thank you for that introduction. Can you tell me about your experience in the Challenger Program, why did you decide to join in the first place, and what do you think you gained from your participation in the program? SD: It's certainly the most complex intense and in depth project that I've ever been involved in. I've had a unique experience participating in a project which changed my attitude towards politics, and taught me new skills. Firstly, I learned to value my knowledge in terms of languages and to apply them correctly in research. Secondly, I have learned to think critically, and always question any information I receive or process. And last but not least, I learned how to develop solutions. About opportunities, yes, what I gained in Challenger helped me to properly recommend myself to the mayor of my native village, and prove that my ideas will help improve the situation in the village. RM: Thank you. I think you brought up some really excellent points, particularly about this need to challenge information that we receive from different sources, and to really kind of understand what's being proposed for our different communities. Can you talk a little bit more about some of the debate skills? You mentioned that they connect to your political participation outside the program. What about the debate component helps prepare you for political engagement outside the program? SD: First of all, the debate helped me understand how to make a manifesto, because we are writing manifestos in the program, and I think this is one of the most important skills that I have learned, and that have certainly helped me to engage more in politics out of the program. RM: Great. Thank you. I want to talk a little bit about I know that you do quite a bit of work on the local level, and that you've been doing some work with the local mayor, so I want to talk about this trend that we're seeing, which is a bit of a disconnect between young people and formal political institutions, and we're really seeing young people kind of disengage from formal politics. I'm wondering based on your work in the community and on the local level what you think about this trend in young people moving away from formal politics, and also if you think that working on a local level is part of a solution or a viable pathway for young people to participate in politics. SD: First of all, it is mandatory that parties and politicians stop underestimating youth. They shouldn't only change their attitudes, but also encourage young people to join parties, giving them the opportunity to work on the issues that interest them, and unfortunately one of the biggest issues between young people, political institutions, and parties in Moldova that they don't hear each other. Young people are often not appreciated fairly, they are not heard, and these of course discourages them from further action. Local political participation is certainly a viable path that many Moldovans are unaware of, specifically my case about three or four young people and one curator from another city work on projects in our city [inaudible 00:28:24], those are the critical shortage of young people work is proceeding slowly. Most likely this is due to the fact that such work requires time and dedication. Is almost not rewarded financially, and among our youth experience is not in the first place for all. The situation is improving, the new generation is more politically active. RM: Thank you, Selena, and I think a lot of the points that you made about how parties need to change their strategy about the way that they engage young people is really important, and also this need to work at multiple levels, that we're working at the lower level, but we're also creating opportunities at the national level, too, and I think your work experience speaks to that as well. I want to talk a bit about young women's participation. This year, under the banner of changing the face of politics, NDI is launching a decade-long campaign to accelerate the pace of change on all aspects of women's empowerment, and this includes women's participation in politics. I want to ask you what you feel like young people's role is in ensuring that the face of politics changes, and that young women have more opportunities to participate. SD: First of all, it seems to me that the new generation which is now growing up is more aware of the problems that humanity faces. This is a generation that can embrace changes slowly, and their role in ensuring that participation of women in politics is first of all to learning how to accept the leadership of a woman, and question the abilities of women and men working in the same area on the wages of equal criteria, and to better involve young women in politics we must first of all educate them because an educated woman is a strong woman who can defend her interests. RM: Thank you. I think you know the point about it being a generational change, I think that's echoed in the other, the conversations with other young people, as well, is it seems like this generation is more willing to ensure that participation is inclusive, and then that includes young women as part of the conversation. I really want to thank you for joining us today, and for sharing some insights about your participation in the program, and how you see your participation in Challenger really helping create political space for young people. Is there anything you want to add, in closing? SD: I would like very much to thank the people coming here that created this program. It's a big challenge for Moldova to teach a generation of people that is aware of politics, that can change the political situation in the country, and the political culture, as well. I think if we get to teach more people how politics works, probably there will be a positive change in my country. RM: Again, I just want to thank you for joining us, and answering the questions. I really wish you the best of luck in everything that you pursue, moving forward. SD: Thank you very much. RM: Thank you to our listeners. To learn more about NDI, or to listen to other Dem Works podcasts, please visit us at NDI.org.
Podcast Participants; Given Kapolyo, Rafka Noufal, Selina Dicusar.
24. Increasing Youth Political Inclusion through Debate
Democracy (General), #NDI #National Democratic Institute #Women #Citizen Participation #Youth
AMÉRICA LATINAVenezuela congela precios: la administración de Chávez aplica una nueva legislación.Para más información: http://www.bbc.co.uk/news/world-latin-america-15850784 http://diario.elmercurio.com/2011/11/23/internacional/internacional/noticias/E1CA8620-EA13-4AA7-B643-8796751DED7B.htm?id={E1CA8620-EA13-4AA7-B643-8796751DED7B} http://www.eltiempo.com/mundo/latinoamerica/venezuela-pone-en-vigor-ley-de-costos-y-congela-precios-de-varios-productos_10812706-4 http://www.lanacion.com.ar/1425656-chavez-anuncia-un-polemico-congelamiento-de-precios#comentar http://www.eluniversal.com.mx/internacional/75339.htmlChina le da un crédito multimillonario a Venezuela para producir petróleo.Para más información: http://www.bbc.co.uk/mundo/ultimas_noticias/2011/11/111122_ultnot_china_venezuela_credito_petroleo_fp.shtmlPrecandidato opositor denuncia a Chávez por crímenes de lesa humanidad.Para más información: http://internacional.elpais.com/internacional/2011/11/21/actualidad/1321908448_227631.html http://www.eltiempo.com/mundo/latinoamerica/precandidato-opositor-denuncia-a-chvez-por-crmenes-de-lesa-humanidad_10807265-4Enrique Peña Nieto queda solo en carrera interna del PRI por la presidencia mexicana.Para más información: http://www.nytimes.com/2011/11/23/world/americas/mexico-institutional-revolutionary-party-candidate-drops-out.html?ref=world&gwh=9FAB962EFBDA60208817D64D998BB21C http://internacional.elpais.com/internacional/2011/11/22/actualidad/1321994112_646778.html http://diario.elmercurio.com/2011/11/23/internacional/_portada/noticias/C9E2C91C-E706-4164-898B-A95B15F51E20.htm?id={C9E2C91C-E706-4164-898B-A95B15F51E20}La izquierda mexicana elige como su candidato a López Obrador.Para más información: http://internacional.elpais.com/internacional/2011/11/15/actualidad/1321382388_500126.html El nuevo jefe de las FARC intenta movilizar a sus bases.Para más información: http://edition.cnn.com/2011/11/15/world/americas/colombia-farc-leader/index.html?hpt=wo_bn8 http://internacional.elpais.com/internacional/2011/11/21/actualidad/1321909000_157359.htmlEncuentran 16 cuerpos calcinados en dos camionetas en norte de México.Para más información: http://www.eltiempo.com/mundo/latinoamerica/encuentran-16-cuerpos-calcinados-en-dos-camionetas-en-norte-de-mexico_10817028-4Terremoto de 6.2 grados sacude a Bolivia.Para más información: http://edition.cnn.com/2011/11/22/world/americas/bolivia-earthquake/index.html Líder guaraní es asesinado en Brasil.Para más información: http://www.bbc.co.uk/news/world-latin-america-15799712La indignación chilena llega a los barrios acomodados de Santiago.Para más información: http://internacional.elpais.com/internacional/2011/11/22/actualidad/1321946885_214330.htmlOposición de Nicaragua asegura fraude en las pasadas elecciones presidenciales.Para más información: http://edition.cnn.com/2011/11/16/world/americas/nicaragua-elections/index.htmlLa Justicia francesa acepta la extradición de Noriega a Panamá.Para más información: http://www.eltiempo.com/mundo/latinoamerica/la-justicia-francesa-acepta-la-extradicin-de-noriega-a-panam_10815244-4Rousseff sanciona dos leyes para promover la transparencia en Brasil.Para más información: http://internacional.elpais.com/internacional/2011/11/19/actualidad/1321715470_824807.html http://www.bbc.co.uk/news/world-latin-america-15799705México, el proveedor de armas de Latinoamérica.Para más información: http://www.eluniversal.com.mx/internacional/75323.htmlLa presidenta Cristina de Kirchner abre la era del ajuste en Argentina.Para más información: http://www.eltiempo.com/mundo/latinoamerica/argentina-cristina-abre-era-del-ajuste_10800507-4 Se encontraron cuerpos de víctimas de guerra civil en Guatemala.Para más información: http://www.nytimes.com/2011/11/23/world/americas/guatemala-bodies-of-civil-war-victims-found.html?ref=world&gwh=7FAEA2F7D44BBF99A2D46FAAB510BB43Aprobación de Humala cae en medio de escándalo y conflictos en Perú.Para más información: http://www.eltiempo.com/mundo/latinoamerica/aprobacin-de-humala-cae-en-medio-de-escndalo-y-conflictos_10801065-4Encuentran 15.3 millones de dólares en auto perteneciente al narco mexicano.Para más información: http://www.bbc.co.uk/news/world-latin-america-15846066 http://www.msnbc.msn.com/id/45408974/ns/world_news-americas/#.TszDCHKwA9062 jueces de Brasil sospechosos de lucrarse con la venta de sentencias.Para más información: http://internacional.elpais.com/internacional/2011/11/21/actualidad/1321910471_413127.html "MSNBC" analiza el rol de las familias cubanas en el exilio estadounidense.Para más información: http://www.msnbc.msn.com/id/45398215/ns/us_news-the_new_york_times/#.TszDPnKwA90 Chávez despliega tropas para combatir el crimen.Para más información: http://www.bbc.co.uk/news/world-latin-america-15786541 ESTADOS UNIDOS / CANADÁ Estados Unidos refuerza sus sanciones a Irán.Para más información: http://www.latimes.com/news/nationworld/world/la-fg-iran-sanctions-20111122,0,5739709.story http://internacional.elpais.com/internacional/2011/11/21/actualidad/1321904927_392915.html http://www.lanacion.com.ar/1425319-obama-aumenta-la-presion-sobre-iran-con-mas-sanciones#comentar http://www.nytimes.com/2011/11/23/world/middleeast/thomas-e-donilon-obama-aide-says-iran-feels-strain-of-sanctions.html?ref=world&gwh=60F10D2A742A6A8B76432527E7771B0E Renuncia embajador de Pakistán en Estados Unidos.Para más información: http://www.latimes.com/news/nationworld/world/la-fg-pakistan-envoy-resigns-20111123,0,7594172.story http://edition.cnn.com/2011/11/22/world/asia/pakistan-ambassador-resigns/index.html?hpt=wo_c2 http://www.lemonde.fr/asie-pacifique/article/2011/11/23/l-ambassadeur-du-pakistan-aux-etats-unis-pousse-a-la-demission_1607838_3216.html http://openchannel.msnbc.msn.com/_news/2011/11/22/8956530-pakistans-memogate-triggers-us-ambassadors-resignation http://usa.chinadaily.com.cn/world/2011-11/23/content_14149301.htmObama presiona por un acuerdo para reducir el déficit de Estados Unidos.Para más información: http://www.eltiempo.com/mundo/estados-unidos/en-carreras-para-definir-recorte-en-gasto-en-estados-unidos_10805044-4 http://www.lanacion.com.ar/1425436-obama-presiona-por-un-acuerdo-para-reducir-el-deficit-de-eeuu#comentar El gobernador de Oregón suspende la pena de muerte por considerarla "moralmente equivocada".Para más información: http://www.lemonde.fr/ameriques/article/2011/11/23/l-orgegon-renonce-a-la-peine-de-mort_1607822_3222.html http://internacional.elpais.com/internacional/2011/11/23/actualidad/1322024205_805318.html ]http://www.bbc.co.uk/news/world-asia-15851828La batalla del déficit marca el declive del liderazgo de Estados Unidos.Para más información: http://internacional.elpais.com/internacional/2011/11/22/actualidad/1321987733_364881.htmlA la justicia militar soldado que filtró información a WikiLeaks.Para más información: http://diario.elmercurio.com/2011/11/23/internacional/internacional/noticias/BB9707C3-1602-4641-9D64-A035E3258DCF.htm?id={BB9707C3-1602-4641-9D64-A035E3258DCF}Según Obama su gira por Asia fue un éxito.Para más información: http://edition.cnn.com/2011/11/19/world/asia/thailand-obama/index.html?hpt=wo_bn7 Candidatos republicanos se enfrentan en debate televisado.Para más información: http://www.lemonde.fr/ameriques/article/2011/11/22/newt-gingrich-nouvelle-coqueluche-des-electeurs-republicains_1607420_3222.html http://www.eluniversal.com.mx/internacional/75336.html http://www.latimes.com/news/nationworld/nation/la-na-gop-debate-print-20111123,0,311678.story http://www.bbc.co.uk/news/world-us-canada-15849057El FED pondrá a prueba fortaleza de los bancos estadounidenses.Para más información: http://www.lemonde.fr/economie/article/2011/11/22/la-fed-va-tester-la-resistance-des-grandes-banques-americaines_1607809_3234.htmlLas represalias contra Ocupa Wall Street paralizan una universidad de California.Para más información: http://internacional.elpais.com/internacional/2011/11/22/actualidad/1321994181_191477.html EUROPAVictoria de Mariano Rajoy en elecciones españolas.Para más información: http://www.economist.com/blogs/newsbook/2011/11/spains-election http://www.lanacion.com.ar/1425600-rajoy-bajo-presion-externa-para-que-anuncie-sus-planes#comentar http://www.eltiempo.com/mundo/europa/rajoy-presidente-del-gobierno-espaol-no-quiso-dar-pistas- no_10806484-4 http://resultados.elpais.com/elecciones/generales.html http://www.elpais.com/articulo/english/Pressure/builds/on/Rajoy/to/reveal/plans/elpepueng/20111122elpeng_11/Tenhttp://www.nytimes.com/2011/11/22/world/europe/falling-markets-welcome-new-spanish-leader.html?ref=world&gwh=3DDA3F0DD1C1757428F3BCFA67C404E4 http://diario.elmercurio.com/2011/11/23/internacional/_portada/noticias/BE207423-B09C-4187-8F76-CE3748DC9203.htm?id={BE207423-B09C-4187-8F76-CE3748DC9203}http://politica.elpais.com/politica/2011/11/22/actualidad/1321995888_407623.html http://edition.cnn.com/2011/11/20/world/europe/spain-election/index.html?hpt=wo_bn9La crisis de la economía europea incrementó la xenofobia en España.Para más información: http://www.eltiempo.com/mundo/europa/xenofobia-en-espaa_10813227-4España paga por su deuda el costo más alto en casi 20 años.Para más información: http://www.lanacion.com.ar/1425410-espana-paga-por-su-deuda-mas-que-grecia-y-portugal#comentarLos políticos italianos y griegos tratan de sobrevivir a la tecnocracia.Para más información: http://internacional.elpais.com/internacional/2011/11/19/actualidad/1321725831_851802.html http://usa.chinadaily.com.cn/world/2011-11/23/content_14145311.htmEuropa sigue azotada por la crisis económica.Para más información: http://www.economist.com/blogs/freeexchange/2011/11/euro-crisis-16 http://www.bbc.co.uk/news/world-europe-15840939 http://www.nytimes.com/2011/11/23/business/global/banks-seek-emergency-funds-from-ecb.html?ref=world&gwh=12082F92F7B01A5D929A17AE65133412Fondo Monetario Internacional expande herramientas crediticias.Para más información: http://www.bbc.co.uk/news/business-15847359La crisis sentencia la política exterior europea.Para más información: http://internacional.elpais.com/internacional/2011/11/21/actualidad/1321907864_965289.html"La Nación" publicó: "La crisis en Europa sigue arrasando. gobiernos".Para más información: http://www.lanacion.com.ar/1425165-la-crisis-en-europa-continua-arrasando-gobiernos#comentar Muere ex primera dama francesa Danielle Mitterrand.Para más información: http://www.eluniversal.com.mx/notas/810535.html http://www.msnbc.msn.com/id/45398085/ns/world_news-europe/#.TszDinKwA90 http://diario.elmercurio.com/2011/11/23/internacional/_portada/noticias/FBE8C684-A60F-422E-BD06-EFD6AE470379.htm?id={FBE8C684-A60F-422E-BD06-EFD6AE470379}Rusia contempla una respuesta al escudo antimisiles de Estados Unidos.Para más información: http://www.eltiempo.com/mundo/europa/rusia-contempla-una-respuesta-al-escudo-antimisiles-de-ee-uu_10815487-4Financieros e intelectuales franceses no descartan el final de la moneda única.Para más información: http://www.latimes.com/news/nationworld/world/la-fg-france-denial-20111117,0,19630.story http://internacional.elpais.com/internacional/2011/11/19/actualidad/1321729116_096626.htmlStrauss Kahn demanda a consejero de Sarkozy.Para más información: http://www.nytimes.com/2011/11/23/world/europe/dominique-strauss-kahn-files-lawsuit.html?ref=world&gwh=352C181344B8D3C3D70F6DC111426C5C http://diario.elmercurio.com/2011/11/23/internacional/internacional/noticias/B5E863C0-A3B2-49EB-84F4-C37B29A3C899.htm?id={B5E863C0-A3B2-49EB-84F4-C37B29A3C899}Agoniza el mayor lago de los Balcanes devastado por contaminación.Para más información: http://www.eltiempo.com/mundo/europa/agoniza-el-lago-shkodra-de-los-balcanes_10798868-4El primer ministro de Bélgica presenta su dimisión al rey.Para más información: http://internacional.elpais.com/internacional/2011/11/21/actualidad/1321905076_971841.htmlGran Bretaña impulsa sanciones contra Irán mientras que Rusia las rechaza.Para más información: http://edition.cnn.com/2011/11/22/world/meast/iran-sanctions/index.html?hpt=wo_c2 http://edition.cnn.com/2011/11/21/world/europe/uk-iran-sanctions/index.html?hpt=wo_bn9Encuentros entre gobierno británico y oposición siria.Para más información: http://edition.cnn.com/2011/11/21/world/europe/uk-syria-opposition/index.html?hpt=ieu_c2Berlusconi acude al Tribunal de Milán por el proceso Mediaset.Para más información: http://internacional.elpais.com/internacional/2011/11/22/actualidad/1321965890_550310.htmlPrimer ministro turco recomienda a su homologo sirio el fin de la violencia.Para más información: http://www.nytimes.com/2011/11/23/world/middleeast/turkish-leader-says-syrian-president-should-quit.html?ref=world&gwh=520C39538BA1703CF9EA85DCF888C8A7 http://edition.cnn.com/2011/11/22/world/meast/syria-unrest/index.html?hpt=wo_c2ASIA- PACÍFICO/ MEDIO ORIENTEComienza el juicio contra la cúpula del Khmer Rojo, responsable del genocidio en Camboya.Para más información: http://edition.cnn.com/2011/11/21/world/asia/cambodia-khmer-rouge-trial/index.html?hpt=wo_bn7 http://www.nytimes.com/2011/11/23/world/asia/defendant-says-khmer-rouge-saved-cambodia-from-vietnam.html?ref=world&gwh=A0D22879C1730952271E66ACC55E18D6 http://www.lemonde.fr/asie-pacifique/article/2011/11/23/pour-khieu-samphan-le-regime-khmer-rouge-etait-soutenu-par-la-population_1607825_3216.html http://www.bbc.co.uk/news/world-asia-15850062 http://www.latimes.com/news/nationworld/world/la-fg-cambodia-khmer-tribunal-20111122,0,7925250.storySiria: una protesta al borde de la guerra.Para más información: http://www.eltiempo.com/mundo/medio-oriente/siria-una-protesta-al-borde-de-la-guerra_10795604-4 http://www.eltiempo.com/mundo/medio-oriente/muertos-por-represin-en-siria_10813924-4 http://edition.cnn.com/2011/11/20/world/meast/syria-violence/index.html?hpt=wo_bn11 http://internacional.elpais.com/internacional/2011/11/22/actualidad/1321950162_347268.html http://www.nytimes.com/aponline/2011/11/22/world/middleeast/AP-ML-Tunisia-New-Assembly.html?ref=world&gwh=3622C13B9909B78911A14D8D6F0859B3 http://www.lanacion.com.ar/1425094-nuevo-ataque-en-siria#comentarNaciones Unidas condena a Siria por la represión contra civiles.Para más información: http://www.lemonde.fr/proche-orient/article/2011/11/22/l-assemblee-generale-de-l-onu-condamne-la-repression-en-syrie_1607762_3218.html http://www.eltiempo.com/mundo/medio-oriente/naciones-unidas-condena-la-represin-siria-contra-los-civiles_10812866-4Presidente de Yemen firmó plan que prevé su salida del poder.Para más información: http://www.bbc.co.uk/news/world-middle-east-15850913 http://www.eltiempo.com/mundo/medio-oriente/traspaso-de-poder-en-yemen_10813904-4 http://www.lemonde.fr/proche-orient/article/2011/11/23/le-president-saleh-se-rend-a-ryad-pour-signer-l-accord-de-transfert-du-pouvoir-au-yemen_1607820_3218.htmlIrán condena nuevas sanciones occidentales y las considera sin efecto.Para más información: http://www.nytimes.com/2011/11/23/world/middleeast/in-iran-newspaper-protest-new-friction-seen.html?ref=world&gwh=65CEEEB72F52CCB1180077F7912AB5F0 http://internacional.elpais.com/internacional/2011/11/22/actualidad/1321965125_727429.html http://www.eltiempo.com/mundo/medio-oriente/irn-condena-nuevas-sanciones-occidentales-y-las-considera-sin-efecto_10807924-4Al menos un muerto y cuatro heridos en ataque en noroeste de Pakistán.Para más información: http://www.eltiempo.com/mundo/medio-oriente/ataque-en-noroeste-de-pakistn_10813884-4Corea del Sur firma Tratado de Libre Comercio con Estados Unidos. Para más información: http://www.nytimes.com/2011/11/23/business/global/seoul-votes-a-chaotic-yes-to-free-trade-with-us.html?ref=world&gwh=BB739A3062162F41118E54C510844BA2Rey de Jordania visita Ramallah.Para más información: http://edition.cnn.com/2011/11/21/world/meast/jordan-palestinians/index.html?hpt=wo_bn11 http://www.nytimes.com/2011/11/23/world/middleeast/hamas-gains-momentum-in-palestinian-rivalry.html?gwh=20968B04656665E3C22947475DC9AB9ALa ganadora del Nobel Suu Kyi se presenta al Parlamento de Myanmar.Para más información: http://www.msnbc.msn.com/id/45389461/ns/world_news-asia_pacific/#.TszDhXKwA90Crece la tensión entre Tayikistán y Rusia.Para más información: http://www.nytimes.com/2011/11/23/world/asia/tajikistan-moscow-tensions-ease.html?ref=world&gwh=56F107720E6492668796DDA4B1E14C81Filipinas: se encuentran explosivos en zona de masacre del 2009.Para más información: http://www.nytimes.com/2011/11/23/world/asia/philippines-bombs-are-found-near-site-of-2009-massacre.html?ref=world&gwh=B2634F670E7E9A2DCC9F313DBA0B1FDFÁFRICALas protestas y la violencia aceleran la transición en Egipto.Para más información: http://www.bbc.co.uk/news/world-middle-east-15848602 http://printempsarabe.blog.lemonde.fr/2011/11/23/ahmad-harara-heros-tragique-de-la-revolution-egyptienne/ http://printempsarabe.blog.lemonde.fr/2011/11/22/ce-que-la-place-tahrir-veut/ http://www.msnbc.msn.com/id/45398123/ns/world_news-mideast_n_africa/#.TszDBHKwA90 http://www.latimes.com/news/nationworld/world/la-fg-egypt-street-cop-20111123,0,5218854.storyhttp://usa.chinadaily.com.cn/world/2011-11/23/content_14149626.htm http://www.nytimes.com/2011/11/23/world/middleeast/egypts-cabinet-offers-to-quit-as-activists-urge-wider-protests.html?_r=1&ref=world&gwh=FAFB4F2ED0D8667242D11DA56225420E http://edition.cnn.com/2011/11/22/world/africa/egypt-protests/index.html?hpt=wo_c1 http://internacional.elpais.com/internacional/2011/11/22/actualidad/1321991775_513676.html http://blogs.elpais.com/aguas-internacionales/2011/11/tahrir-2-ya-no-compra-promesas.html http://internacional.elpais.com/internacional/2011/11/22/actualidad/1321956370_052101.html http://www.lemonde.fr/tunisie/article/2011/11/22/ben-jaafar-elu-president-de-l-assemblee-constituante-tunisienne_1607747_1466522.htmlMarruecos : miles de manifestantes piden en las calles el boicot a las elecciones.Para más información: http://internacional.elpais.com/internacional/2011/11/20/actualidad/1321809192_348786.htmlLibia no entregará a Saif al Islam a La Haya.Para más información: http://www.latimes.com/news/nationworld/world/la-fg-libya-new-govermmnet-20111123,0,2688168.story http://www.bbc.co.uk/news/world-africa-15847309 http://www.eluniversal.com.mx/notas/810537.html http://www.lemonde.fr/libye/article/2011/11/22/la-libye-devoile-son-nouveau-gouvernement_1607773_1496980.html http://usa.chinadaily.com.cn/world/2011-11/23/content_14147504.htm http://www.nytimes.com/2011/11/23/world/africa/libyas-interim-premier-appoints-militia-leader-to-cabinet.html?ref=world&gwh=3F3DE5BBED98C4DD29506A54DB186626 http://edition.cnn.com/2011/11/22/world/africa/libya-icc/index.html?hpt=wo_c2Azania, verdadero objetivo de Kenia en Somalia.Para más información: http://internacional.elpais.com/internacional/2011/11/22/actualidad/1321958191_945005.htmlOTRAS NOTICIASVolatilidad en los mercados ante la creciente incertidumbre.Para más información: http://www.lanacion.com.ar/1425675-volatilidad-en-los-mercados-ante-la-creciente-incertidumbre#comentar "El Universal" presenta su portal dedicado al cambio climático.Para más información: http://www.eluniversal.com.mx/coberturas/cobertura3.html"The Economist" presenta su informe semanal: "Business this week".Para más información: http://www.economist.com/node/21538805
Issue 49.3 of the Review for Religious, May/June 1990. ; REVIEW I:OR RELIGIOUS (ISSN 0034-639X) is published bi-monthly at St. Louis University by the Mis-souri Province Educational [nslilule of lhe Sociely of Jesus; Editorial Office; 360~ Lindell Blvd., Rm. 428; St. Louis, MO 63108-3393. Second-class postage paid at St. Louis MO. Single copies $3.50. Subscriptions: United States $15.00 for onc year; $28.00 for two years. Other countrics: US $20.00 for one year: if airmail, US $35.00 per year. For subscription orders or change of address, write: Ri~vn-:w FOR R~uc, ous: P.O. Box 60"/0; Duluth, MN 55806. POSTMASTER: Send address changes to RF:VlEW vok REI.I~;IOt~S; P.O. Box 6070; Duluth, MN 55806. Ol990 REVIEW voR REt.l~;Iot~s. David L. Fleming, S.J. iris Ann Ledden, S.S.N.D. Richard A. Hill, S.J. Jean Read Mary Ann Foppe Editor Associate Editor "~ Contributing Editor ~.~o' Assistant Editors Advisor\, Board David J. Hassel, S.J. Sean Sammon, F.M.S. Mary Margaret Johanning, S.S.N.D. Wendy Wright, Ph.D. Suzanne Zuercher, O.S.B. Ma\'/June 1990 Volume 49 Number 3 Manuscripts, books fl~r review and correspondence with the editor should be sent to REVIEW ro~ REt.l~aOt~s; 3601 Lindell Blvd.; St. Louis, MO 63108-3393. Correspondence about the departmenl "Canonical Counsel" should be addressed to Rich-ard A. Hill, S.J.; J.S.T.B.; 1735 LeRoy Ave.; Berkeley, CA 94709-1193. Back issues and reprinls should be ordered from REVIEW VO~ REI.tC;IOt~S; 3601 IAndell Blvd.; St. I~mis, MO 63108-3393. "Out of print" issues are available from University Microfilms Internalional; 300 N. Zeeb Rd.; Ann Arbor, M1 48106. A major portion of each issue is also available on cassette recordings as a service for the visually impaired. Write tn the Xavier Society for the Blind; 154 East 23rd Street; New York, NY 10010. PRISMS . Questions play an important part in our biblical tradition. The first question presented in the Bible is the one which God directs to us hu-man beings, "Where are you?" In the gospels, Jesus" question, "Who do you say that I am?," demands a response from every Christian, per-haps more than once in a lifetime. "Woman, why are you weeping? Who is it you are looking for?" challenges us in our sorrow and our dis-appointments. "Simon, son of John, do you love me?" pricks the con-science of sinner and saint alike. Not all questions are neatly answered. For example, "how does one pray" and "how does one love" have pieces of answers which together make up a simple but intricate mosaic that stretches as far as human ex-perience can reach. Jesus, in trying to share with us his experience of God, seemed to be most at home in everyday images of the living world around us and the parables which capture some basic human experience writ large. Who does not remember a woman sweeping a house for a lost coin? That is the way God searches out each of us in our lost moments. Who has not been touched by a story of a person, robbed and left half-dead by the roadside, and the various passers-by among whom there is one who cares? From such a parable, we all know a little better what it means to be neighbor. Stories, symbols, and images become so often the prisms whereby we gain new or fresh insight into some of our deepest human and divine realities. Some of our authors in this issue are directly led into their reflec-tions by a question. "What is a priest?" led Richard Hauser, S.J., to his considerations on the "Spirituality of the Ministerial Priesthood.'" Basil Pennington, O.C.S.O., is making a report on the Religious Life Futures Project as he looks at the question "Where is Religious Life Go-ing? . Whence Come the Candidates?" stirs Gabrielle Jean, S.C.O., to focus once again on the instrumentation for the screening of candi-dates for the priestly and.religious life vocations. William Mann, F.S.C., raises the question "Brothers, Do We Have a Future?" and enters into his own religious life experience to provide a response. If I could make five wishes for a new novice director, Melannie Svoboda, S.N.D., asks, what would they be? Her answer to that ques-tion is her article "Wishes for a 'Novice' Novice Director." Mary Polu-tanovich, D.C., faces the questions, "do the poor need the artist'? does 321 322 / Review for Religious. May-June 1990 the artist need the poor? how is Christ served and the gospel preached by this charism?" Her reflections are captured in her article "More than Bread: Art, Spirituality, and the Poor." Religious imagination unveils how God may be working in "The As-sociate Movement in Religious Life" according to Rose Marie Jasinski, C.B.S., and Peter C. Foley. Thomas F. McKenna, C.M., seeks out meta-phors as he tries to stimulate our thinking about "Images for the Future of Religious Life." Correcting some metaphors may be important in our understanding of "Obedience and Adult Faith" as presented by James D. Whitehead and Evelyn Eaton Whitehead. Other authors in this issue suggest creative ways to pair a deeper un-derstanding of violence and ministry as a response, the connection be-tween the stages of conversion and the gift of tears as imaged in the spiri-tuality of Catherine of Siena, naming experiences that represent the sur-rendering of ourselves to the Divine Other, discovering the gifts and the pitfalls of praying through a tradition which is non-Christian, and re-flections on the historical sweep of foreign mission involvement and its effect on the renewal movement in women religious congregations dur-ing the past quarter-century. It is true that questions sometimes only lead to more questions. But questions also lead to ways of responding that affect the direction of our lives and our ministry. Some questions can truly affect our relationship with God, with our fellowmen and women, and with our world. Perhaps our authors will raise some of those questions and also provide us with some of those images which will call forth such a personal conversion. The God who asks questions is also a God of surprises. Our Pentecost prayer: recreate in us your own Spirit, Lord. David L. Fleming, S.J. Spirituality of the Ministerial Priesthood Richard J. Hauser, S.J. Father Richard Hauser, S.J. is Chairman of the Theology Department at Creighton University in Omaha. Nebraska. His last article in Rv.\,lv.w FOR R~.L~(;IOUS was pub-lished in July-August, 1986. His address is Creighton University: California at 24th Street: Omaha, Nebraska 68178. [~uring a recent board meeting of the Emmaus Priest Renewal Program I had a disconcerting experience. The discussion moved to the question: what is a priest? For the next hour we worked in vain to come to a con-sensus. In exasperation someone said, '~No wonder priestly morale in the United States is so low. We don't even know what it means to be a priest?" At that point the Emmaus board commissioned me as their theo-logical consultant to put together a five-day retreat on priestly idefitity and spirituality. Immediately I found myself resisting the task, claiming ignorance of the topic. This resistance was even further disconcerting. Since I have been a priest more than twenty years and writing on spiritual topics for almost as long, why wouldn't I have something to say on the spirituality of the priest, supposedly my own spirituality? Gradually I realized that my hesi-tancy had many roots. First I was self-conscious about my identity as priest because rightly or wrongly as a priest I have felt under attack by two very important movements in the Church, the lay movement and the women's movement. As a result I have inadvertently downplayed this aspect of my identity so as not to occasion criticism from these groups. Further as I reflected on the documents of Vatican II, I became more aware that they gave thorough treatment both to the roles of the lay per-son and the bishop in the Church but have said very little about the role 323 :324 / Review for Religious, May-June 1990 of the priest. Though Vatican II did set some new directions for a recon-sideration of the identity of the priest, it did not develop this theology to any great extent. Finally I saw that many currents in the Church have subtly made me hesitant to reflect on the area: the debates on priestly celi-bacy and married clergy, the prevalent--and inadequate--theology of the priest as the "holy man" set apart in a separate caste to "mediate" grace to the laity, the tendency to "clericalize" most ministries in the Church, the ecumenical movement. I should also note that as a priest from a religious congregationl had defined my spirituality almost solely by the charism of n~y order and therefore neglected aspects of spiritual-ity related to my role as priest of the universal Catholic Church. In this I suspect I am typical of many religious order priests. The following reflections are an effort toward a theology of priestly identity and spirituality. I believe the lack of such a theology has had dele-terious effects both on morale of many current priests as well as on re-cruitment of future priests. The American bishops in their statement is-sued 1988 "Reflections on the Morale of Priests" agree that there is a morale problem: " . . it is aiso clear to us that there exists today a se-rious and substantial morale problem among priests in general. It is a prob-lem that cannot be simply attributed to one or another cause or recent event, but its profile and characteristics can be clearly described, and its presence needs to be addressed directly." It is my conviction that one of its causes is an ambiguity about what it means to be a priest. These reflections attempt to address that problem using guidelines from Vati-can II as well as recent documents from the Priestly Life and Ministry Committee of the American bishops. All Christian spirituality flows from incorporation into the Body of Christ through faith and baptism. The priest's spirituality is no excep-tion. Basically, then, priestly spirituality is Christian spirituality. How-ever, since the priest has a special role in the Body of Christ it is appro-priate to discuss how this role specifies the practice of Christian spiri-tuality. But an integral examination of priestly spirituality must first situ-ate the priest within the Body and only then discuss the aspects of spiri-tuality proper to the priest as priest. This article is concerned with priest-hood in the Roman Catholic Church; hence the terms Body of Christ and Church have primary reference to this community. Body of Christ: Priest as Member Priests are members of the Body of Christ. Their dignity as mem-bers of the Body has frequently been obscured by treatment of their spe-cial role within the Body. The Decree on the Ministt3, and Life of Priests Ministerial Priesthood / 325 from Vatican II clearly situates the priest's leadership role through ordi-nation within the priest's membership in the Body through the sacra-ments of initiation: "Therefore, while it indeed presupposes the sacra-ments of Christian initiation, the sacerdotal office of priests is conferred by that special sacrament through which priests, by the anointing of the Holy Spirit, are marked by a special character and are so configured to Christ the priest that they can act in the person of Christ the head" (par. 2). Membership and leadership must be seen together for comprehensive understanding of priestly identity and spirituality. It is significant that Vatican II chose the image of the Body of Christ to discuss priestly identity and ministry. This image highlights both the equality of all in the Body as well as the difference of roles in the Body. The equality of all members within the Body is clear: "There is but one body and one Spirit, just as there is but one hope given all of you by your call. There is one Lord, one faith, one baptism; one God and Father of all, who is over all, and works through all, and is in all" (Ep 4:4-6). Equally clear is the difference of roles within the Body: "There are dif-ferent gifts but the same Spirit; there are different ministries but the same Lord; there are different works but the same God who accomplishes all of them in everyone. To each person the manifestation of the Spirit is given for the common good" ( I Co 12:4-7). Furthermore Paul's image of the Body of Christ highlights the Spirit as the source of all life within the Body. Membership in the Body flows from the Spirit received through faith and baptism. Specific roles (charisms) within the Body flow from the special gifts given by the Spirit to different members of the Body for the sake of the entire Body, Finally, the Church as the Body of Christ shares Christ's mission. This mission so clearly presented in all the Gospels is serving the king-dom of God. Each member is called by baptism to assume a share of re-sponsibility by accepting ministry according to his or her specific charisms. This ministry is oriented to serving the kingdom of God both within the Body of Christ itself as well as beyond the Body in the world. The example is, of course, Jesus himself. Jesus ministered to his disci-ples; the washing of the feet in John's gospel is the most dramatic exam-ple of his role of service to his disciples. Still this concern for his own in no way lessened his ministry toward those outside his community of followers; his preaching, healing, and love extended to everyone he en-countered. These reflections presume that the priest's basic identity is that of a member of the Body of Christ and consequently the priest's ba-sic spirituality will be living that identity. 326 /Review for Religious, May-June 1990 Body of Christ: Priest as Leader As members of the Body of Christ priests have received the Spirit incorporating them into the Body and giving them charisms for the ser-vice of the Church and of the kingdom. What, then, differentiates the priest's identity and spirituality from that of other members of the Body? Most agree that ministerial priesthood in the Church implies a permanent office flowing from charism and formally recognized by the Church. The very important statement of 1977 from the Bishop's Committee on Priestly Life and Ministry "As One Who Serves" expresses the consen-sus well: "In summary, the holder of an office in the Church would be (1) a person endowed by the Spirit, (2) with personal gifts (charisms), (3) called to a public and permanent ministry, and this call is formally recognized by the Church" (par. 20). The fact that this office implies a role of leadership in the community is also agreed upon by the magis-terium and by most theologians. Yet there remain theological disagree-ments on the relationship of the priest's role as head of the Body (always with the bishop) to the Body itself. The discussion is focused on a pas-sage from The Dogmatic Constitution on the Church from Vatican II: "Though they differ from one another in essence and not only in de-gree, the common priesthood of the faithful and the ministerial or hier-archical priesthood are nonetheless interrelated. Each of them in its own special way is a participation in the one priesthood of Christ" (par. 10). Since this article is concerned primarily with the spirituality of priests as leaders of the Body--an identity that is acknowledged by most--it does not seem necessary to treat the doctrinal disputes. Christian spirituality flows from response to the Holy Spirit, the sanc-tifier. Priestly spirituality is simply the priest's effort to respond faith-fully to the Spirit in living the priestly identity as defined by the Church. The Church teaches that ordination establishes the priest in three new, distinctive, and permanent relationships: with Christ, with the Church, and with the world beyond the Church, This identity today includes-- for both diocesan as well as religious order priests--a call to observe the evangelical counsels. Since observing these counsels affects the living out of the three basic relationships, they must be discussed with them. It should be recalled again that this discussion focuses on those aspects of priestly spirituality that distinguish the priest as priest; it does not fo-cus on aspects of spirituality common to all Christians through baptism. Priest and Christ: Person-Symbol of Christ the Head of Body Through ordination the priest is established in a new, distinctive, and permanent relationship to Christ: the priest becomes the person-symbol Ministerial Priesthood / 327 of Christ, the head of the Church. Priests receive an anointing of the Spirit which enables them to act in the name of Christ the head. Thus priests are empowered to act in persona Christi. "As One Who Serves" makes the crucial observation that priests can be the person-symbol of Christ the head of the Body only because of their membership in the Body: "It is only because of the Church that the priest can be said to act in persona Christi. He is called to be an effective sign and witness of the Church's faith in the reconciling Christ, who works through the Church and through the one whom the Church has sent to be the steward of its gifts and services" (par. 22). It is the Body of Christ that is holy through the presence of the Spirit. The priest, as the preeminent head of this Body, becomes the symbol of the holiness of the Body. And as head of this Body, priests can now act in persona ecclesiae and so also in per-sona Christi. Through ordination the priest is established in a special relationship to Christ. As head of the Body, the priest becomes an "effective sign" or sacrament of Christ's authoritative presence in the Church. All aspects of priestly spirituality flow from this relationship. Since it is the role of a symbol to make present what it represents, the priest is called by the Church through ordination to awaken Christ's presence within the com-munity in all service for the community. Consequently all priestly min-istry to the Church must be done in a way that awakens faith within the community. This awakening of faith in others is possible only if the priest has a deep relationship personally with Christ. The biggest chal-lenge of priestly spirituality is becoming internally the Christ symbolized externally. To a great extent the effectiveness of priestly ministry flows from a heart transformed by the Spirit and then ministering to others. All Christians desiring to follow Christ fully are called to observe the evangelical counsels of poverty, chastity, and obedience within their own state of life. The priest is no exception. However, the priest's ob-servance of the evangelical counsels is orientated toward conforming the priest more closely to Christ and so increasing effectiveness as the person-symbol of Christ the head of the Body. The priest today is called by the Church to celibacy and so to meet personal affective needs in ways con-sonant with the celibate state. Christ is the model of priestly celibacy in his relationships with the Father, his community, and his apostolate. Above all the celibacy of Christ was founded on his relationship to his most dear Father, Abba. From within this intimate and often solitary pres-ence before his Father Christ's entire life flowed. Christ's relationship to the Father is the model for the priest's relationship to Christ. As 328 / Review jbr Religious, May-June 1990 Christ's heart flowed instinctively to the Father, so does the priest's heart flow to Christ and the Father. Love unites without obliterating personal distinctiveness. As Christ was able to say "The Father and I are one," and as Paul could say, "I live, now not I, but Christ lives in me," so the priest prays to become equally one with the Father and Jesus. By em-bracing celibacy the priest imitates Jesus in allowing sufferings of fail-ure, loneliness, and isolation to foster even deeper intimacy with God and with Jesus himself. Christ is the model of priestly celibacy in his relationship to his com-munity. He looked to certain of his apostles and disciples for the per-sonal support he needed to sustain the failures and loneliness of his min-istry. So Christ is the model for priests in developing deep human rela-tionship, especially with fellow priests. Finally Christ's affectivity was also directed toward those he served. We recall how Jesus wept over Jerusalem because he was not able to draw the chosen people of God to himself as a mother hen draws her chicks to herself. In embracing the vow of celibacy the priest strives to imitate Christ in each of these three dimensions of affectivity and so become a more effective person-symbol of Christ as head of the Body. To be faithful to the call of today's Church to live this identity of person-symbol of Christ we priests must ask some basic questions. First, do I see my vocation primarily as a call to become Someone, Christ, and not merely as a duty to perform certain ministerial functions closed to others? The Church today is saying to priests that who we are is more primary than what we do; presence has replaced power. We are being called to be so configured to Christ that our actions radiate his presence and so awaken awareness of God's own love. Have I built into my daily life the rhythms necessary both to grow continually in knowledge and love of Christ and to allow this knowledge and love to permeate my ac-tions? And second, have I actively embraced my celibacy'? Do I cherish my celibacy as a gift intended to foster intimacy with Christ and the Fa-ther and thereby increase my effectiveness as a person-symbol of Christ in my leadership? DO I imitate Christ in meeting my affective needs pri-marily in my relationships with Christ and the Father and with my pres-byterate? Do I allow myself to be supported by and do I support my fel-low priests'? Do I allow the crosses of celibacy to deepen intimacy with Christ? Priest and Church: Servant-Leader of Body Through the anointing of the Spirit at ordination the priest is also es-tablished in a new, distinctive, and permanent relationship to the Church: Ministerial Priesthood / 399 the priest becomes the servant-leader of the Church, the "effective sign" of Christ the head of the Body. As the preeminent leader of the community the priest thereby acts in persona ecclesiae. This leadership of the Body is marked by four functions essential for the community. The priest is called to serve the Church by proclaiming the Word of God, by presiding at worship, by pastoral care of the People of God, and by fa-cilitating the different charisms within the Church. But the priest's lead-ership will take many differing forms depending on the talents of the priest and the needs of the community. The American bishops high-lighted the importance of sensitivity to varying forms of priestly leader-ship with which the Spirit endows priests: "All priests are endowed by the Spirit in various ways to serve the People of God. There are forms of leadership . The gifts differ and each must discern in the Spirit how he has been gifted. No one has all the gifts. Some seem to disap-pear in the history of the Church; some are transient even in the lives of priests" ("As One Who Serves," par. 32). Christ is the model for the priest's leadership of the Church. Just as Jesus' love of the Father impelled him to live for the Father's kingdom, so does the priest's love of Christ impel the priest to live for the Body of Christ. The priest wil.I, furthermore, exercise leadership in the same way Jesus exercised leadership--through service: "The Son of Man has not come to be served but to serve--to give his life in ransom for the many " (Mk 10:45). And through the special anointing of the Spirit in ordination Christ now stands with the priest empowering the priest to be an "effective sign" of Christ in all ministry to the Church. Thus the priest can fulfill the vocation to be the sacramental symbol-person of Christ actually awakening Christ's presence in the community through his .daily service. In a new way since Vatican I! priests are being called to facilitate service and leadership of others within the Church. The role has been com-pared to that of a conductor of an orchestra: "The conductor succeeds when he stimulates the best performance from each player and combines their individual efforts into a pattern of sound, achieving the vision of the composer. The best leader is one who can develop the talents of each staff person and coordinates'all their efforts, so that they best comple-ment each other and produce a superior collective effort" ("As One Who Serves," par. 46). In facilitating ministry of others the priest is not unlike Christ who prepared the disciples and then sent them off on their own. The priest recognizes that the Spirit in baptism incorporates mem-bers into the Body and simultaneously gives them differing gifts of min- 330 / Review for Religious, May-June 1990 istry for the Body. Yet according to the above document the priest re-mains the one "in whom the mission of the Church, and therefore its ministry, finds focus and visibility" (34); thus the priest acts within the community preeminently in persona ecclesiae. To enhance the priest's effectiveness as a person-symbol of Christ, the Church calls the priest to evangelical obedience through the promise or vow of obedience to their bishops or ecclesiastical superiors. This prom-ise or vow of obedience places the priest in special union with the uni-versal Church and so enhances the ability to act in persona ecclesiae. The priest symbolizes the unity of the entire Church in Christ: the local parish or community, the diocese, the national Church, the universal Catholic Church. In addition, the priest symbolizes the continuity of the Church through the ages from the apostles and Peter to the present-day bishops and pope. It follows from this that the priest must fully own this position in the Church by loving, protecting, and defending it at every level and, even when called to prophetic criticism, by doing so with love. While acknowledging the Church's faults and foibles past and present, the priest still believes that it is the privileged place of the Spirit's activ-ity in this world for the kingdom of God: "I for my part declare to you, you are "Rock," and on this rock I will build my church, and the jaws of death shall not prevail against it" (Mt 16:18). The model for the priest's obedience is again Christ. Nothing stood between Christ and doing his Father's will. The priest's obedience is to God. The priest is convinced that the will of God is now revealed through the authoritative structures of the Church. In obeying these structures the priest is obeying the Father. The priest's obedience to the bishop or ec-clesiastical superiors gives eloquent testimony to the belief that Christ continues to work through the ages within the authoritative structures of the Church. By embracing the promise or vow of obedience the priest refuses to allow any personal desire not in accord with God's will as ex-pressed through Church superiors to determine actions. The sufferings of obedience to God's will are accepted and offered to the Father in the same manner as Christ's. To be faithful to living this identity of servant-leader of the Body we priests must reflect on our underlying attitudes toward ministry. First, do I truly see myself as servant to my community, that is, do I radiate the attitude of Christ who came to serve and not to be served'? Do I strive to be an effective servant-leader in each of the four major ministerial roles, that is, teaching, presiding at worship, pastoral care, facilitating gifts of community? Or do I find myself holding back in some particular Ministerial Priesthood / 331 aspects of my ministry'? Have I identified charisms of leadership that are unique to me and used these in a special way for the Church? Do I fully grasp that as a person-symbol of Christ in my leadership role I can trust that Christ stands behind each aspect of my ministry enabling me to be an effective sign of his presence'? Second, do I embrace my promise or vow of obedience? Do ! see it as a gift enhancing my effectiveness as a person-symbol of the universal Church, the Body of Christ'? Do I love the Church and protect and defend it at every leve~? If necessary to criti-cize, do I speak in love? Is my obedience ultimately to the Father? Do I allow the crosses of obedience to conform me more totally to Christ'? Priest and Society: Promoter of Justice in the World Through ordination the priest is established in a new, distinctive, and permanent relationship to Christ and to his Church. Contained in this iden-tity is a new relationship to the world beyond the Church. Because the priest now acts in persona ecclesiae and in persona Christi, the priest becomes the preeminent witness of the Church's and Christ's concern for the world. Vatican II and subsequent documents of the Church both on an international and national level have put increasing emphasis on this aspect of the Church's mission. The statement of the World Synod of Bish-ops in 1971 entitled Justice in the World is apt: ". action on behalf of justice and participation in the transformation of the world fully ap-pear to us as a constitutive dimension of the preaching of the Gospel, or in other words, of the Church's mission." The priest today is called to integrate this dimension into ongoing ministry. The American bishops echo this thrust by presenting their descrip-tion of the priestly ministry under four co-equal divisions: To Proclaim the Word of God, To Preside at Worship, To Serve the Christian Com-munity, To Serve Humankind. The last-named section begins as follows: "The Church is called to serve all of society: that is its mission and the hope of its ministry. While the priest may have a certain primary respon-sibility to the Catholic community which he serves, nonetheless he has been sent by Christ and the Church to all people who comprise the larger community in which the parish community exists. The concern for all people gives reality to the presence of the risen Lord" ('~As One Who Serves," par. 50). The priest has a double role in this ministry to humankind. As ser-vant- leader of the Body tile priest is called to be engaged personally in actions on behalf of justice to witness most effectively to the Church's concern. In addition, the priest is called to facilitate action and leader-ship by others for the transformation of society. Church teachings ac- 339 / Review Jbr Religious, May-June 1990 knowledge that time constraints may limitthe priest's personal involve-ment but also point out that the apostolate within society is also most ap-propriate for the laity: "The apostolate of the social milieu, that is, the effort to infuse a Christian spirit into the mentality, customs, laws, and structures of the community in which a person lives is so much the duty and responsibility of the laity that it can never be properly performed by others. In this area the laity can exercise an apostolate of like towards like" (Decree on the Apostolate of the Laity, para. 33). In addition to working for justice throughout society, the priest is called to have spe-cial concern for the poor: "Although the presbyter has obligations to-wards all persons, he has the poor and the lowly entrusted to him in a special way. The Lord himself showed that he was united to them, and the fact that the Gospel was preached to them is mentioned as a sign of his messianic a.ctivity'" (Decree on the Miniso3, and Life of Priests, par. 6). Again Christ is the model of the priest in this dimension of minis-try. Jesus' concern for others was not limited to his immediate commu-nity of disciples. He continually extended himself beyond his followers to others. His entire ministry is marked with personal compassion for any person who came to him in need. In addition to his one-on-one concern for others, Jesus also spoke out against society's injustices. At times the condemnation was marked by actual disobedience to laws when he viewed them as contradictory to the revelation he received from his Fa-ther. Indeed, his criticism was so threatening to the establishment that it eventually precipitated his death. And finally the Gospel reflects that Jesus had special care and concern for the poorest of the poor, the out-casts of society. The parable of the Last Judgment testifies to the cen-trality in Jesus' eyes of service to the hungry, thirsty, shelterless, impris-oned. To enhance the priest's effectiveness as a witness of Christ, the Church asks all priests to have special concern for evangelical poverty within their own priestly vocation, diocesan or religious. And again the model is Christ himself. Christ was poor. He let no material desire or possession come between himself and doing the Father's will. He was detached from possessions in order to be more free to serve. And Christ chose to live a simple lifestyle, perhaps to be more approachable by the poor or to witness to the sufficiency of the Father's providence for his material needs, taking his cue from the birds of the air and the lilies of the field. Through embracing evangelical poverty the priest refuses to al-low any inordinate attachment to food, clothing, shelter, possessions to Ministerial Priesthood / 333 affect service of the kingdom either within or outside the Body of Christ. With this inner quality of heart the priest thus becomes an even more ef-fective witness of Christ to the Church and world. To be faithful and responsive to the call of promoting justice in the world we priests must ask whether we have adapted to this rather new dimension of priestly ministry. First, does my ministry include leader-ship in witnessing to Christ's concern for the world both through actual "hands-on" service to promote justice in society as well as through fa-cilitating service of my congregation? Most especially am I an effective sign in witnessing to Christ's concern for the most needy and under-privileged of my parish and my society'? Second, what is my attitude to evangelical poverty? Do I desire to imitate Christ by adopting a simple lifestyle? Do I embrace evangelical poverty as a gift because it conforms me more closely to Christ and so makes me a more effective symbol-person of Christ in my leadership, especially in his concern for the poor'? Do I allow the crosses of poverty to deepen my bonds with Christ'? Ministerial Priesthood: Challenge and Consolation The challenge of priesthood is perhaps greater today than ever be-fore. In the ministry of leadership for the Church the priest is called to become the person-symbol of Christ and so live and serve in a way that awakens awareness of God's continual presence and love both for the com-munity and for the world. A recent document from the American bish-ops catches the immensity of this challenge putting it in the context of the role of the pastor today: "The pastor in the parish today becomes-- whether he knows and likes it or not--a religious symbol to his people. The pastor becomes a religious symbol of tradition, the keeper and speaker of the revealed Word in all of its rich expressions. He becomes the religious symbol of God's care for his people, expressing compas-sion for the wounded and outrage at injustice. He becomes the religious symbol of order, calling the community to an effective stewardship of its gifts and shared use of its resources" ("A Shepherd's Care: Reflec-tions on the Changing role of Pastor," 1988). But if the challenge is immense, so is the consolation. Through or-dination the priest exists in a new, distinctive, and permanent relation-ship to Christ, to the Church, and to society. But like all sacraments the sacrament of orders confers the grace it proclaims and signifies. There-fore, priests have the immense consolation of knowing that the Holy Spirit stands behind them enabling them to live this threefold relation-ship conferred at ordination. In their relationship to Christ, the Spirit en-ables priests to be configured to Christ poor, celibate, and obedient and 334 / Review for Religious, May-June 1990 so be more powerful person-symbols of Christ. In their relationship to the Church, the Spirit enables priests to be effective servant-leaders in the fourfold dimensions of priestly ministry: proclaiming the Word of God, presiding at worship, caring for the pastoral needs of community, and facilitating charisms of the community. Finally in their relationship to society, the Spirit enables priests to be eloquent witnesses of Christ's care for.the world in promoting justice in society and most especially in serving the poor both personally and in their leadership of the Body of Christ. Priestly ministry, like all ministry, is a charism, a gift of the Spirit. The challenge for us priests is living in a way that facilitates the Spirit's action. We must take a serious look at our daily schedules and ask whether they, in fact, foster our living in tune with the Spirit, thereby growing in knowledge and love and Christ and so radiating a Christ-presence in all our ministry. Being fully effective sacramental signs of Christ demands daily attention to our physical, emotional, and spiritual needs. And this may require rearrangement of our schedules, especially to assure we have the leisure to grow in an ever deeper union with Christ whom we sacramentalize in our leadership. A recent document from the Priestly Life and Ministry Committee pointedly advises us that the crite-ria for the effectiveness of our ministry ought not be the quantity of our work but its quality: "One of the most probable causes of difficulties with spirituality in a priest'~ life today is simply his ability to find (or at least justify) sufficient time to spend in solitude and prayer. A consci-entious priest, especially when under pressure of incessant demands, can forget that the quality of his work is more important than the quantity. What people are looking for in him more than anything else is a spiri-tual guide and model who will help them come to know the Lord and find his peace. Thus he must be, first of all and above everything else, a man of God's peace. Regular time each day for prayer, meditation, and spiritual reading is a sine qua non for the unfolding in a priest's life of an authentic Christ-centeredness" ("The Priest and Stress," 1982). There are many ministries in the Body of Christ. The priest's is but one of these, yet it is distinctive. Only the priest is called by today's Church to a ministry of leadership whose essence is symbolizing Christ's presence. Hopefully a deeper appreciation of this calling will have its ef-fect on morale of current priests as well as attract many others to this vo-cation. Where is Religious Life Going? M. Basil Pennington. O.C.S.O. Father Basil Pennington, O.C.S.O., is well known for his conferences and writings on centering prayer. His address is Assumption Abbey: Route 5: Ava, Missouri 65608. This is a question that is being asked with concern not only by religious themselves and the Church at large but even by the wider community. One significant indication of this is the fact that a secular foundation has recently given a secular university over a half million dollars to study the question. Lilly Endowment, Inc. has awarded Boston University a $575,000 grant to have its Center for Applied Social Sciences serve as the site to study the question "Factors Influencing the Transformation of Religious Life in the Catholic Church in the United States." This cur-rent research grant follows the successful completion of an earlier $100,000 planning grant. It is almost twenty-five years since the close of the Second Vatican Council which called for an adaptation and renewal of religious life. In that time the average age of members of many religious congregations and monastic communities has increased dramatically while the number of members has decreased just as dramatically. Many traditional works of religious have been called into question. New works have been un-dertaken and the whole understanding of mission reconsidered by some groups. The sense of separation from the laity is greatly diminished. Lay persons take a much greater part in the life and mission of religious and religious generally feel closer to the active lay Catholic. What does all this portend for the future'? More importantly, what must religious do in order to be truly renewed, adapted to the twenty-first century Church, so that they may continue to bring to the Church 335 336 / Review Jot" Religious, May-June 1990 and to society as a whole the gift that they are? The proposal submitted to the Lilly Endowment set forth six basic or broad objectives for the study: I. Identify the interpretative schemes used by reli-gious to describe the meaning structure of their commit-ment and their perceptions of the distinctions of religious life in relation to the other ministerial roles in the Church. The interpretive schemes will be examined from the perspective of the psychological, theological, and or-ganizational changes that have occurred over time, with special attention to the degree to which religious orders are becoming more or less distinct. 2. Describe and analyze the psychological, struc-tural, and organizational changes that have occurred and those yet to occur both in religious life in general and within congregations in order to predict the future shapes of religious life. 3. Identify individual religious who are perceived as the emergent leaders of religious life and explore with them systematically the changes that have occurred and must yet occur if religious life is to remain a vital social and ecclesial reality. 4. Describe and analyze some effects of change and perceptions of religious life on the commitment of in-dividual religious, former religious, and recent candi-dates to religious life. 5. Describe the environmental influences on re-ligious life in the United States, including cultural shifts that influence commitments, the supply and demand econ-omy for religious service, and the enhancement of the role of the laity in the Church within the historical con-text of theology. 6. Provide a paradigm for developing strategies of leadership that will enable leaders to move the pro-cess of renewal that was begun in Vatican II through a process of systematic transformation. The term "interpretive schemes" may not be familiar to many but it refers to a very important factor in religious life. Interpretive schemes are made up of the understanding the members of the group or commu-nity share in regard to the world and their place in it. They are primary Where is Religious Life Going? in drawing the members together, giving them a shared sense of belong-ing. These guide religious as they interpret their own past and look at their present environment, select their value priorities, and allocate their resources. Oftentimes these interpretive schemes are not explicitly articu-lated by a group. They are revealed rather in the metaphors the mem-bers use to describe their community, the stories they tell and the rites they celebrate. Transformation involves a shift in interpretive schemes. The pro-posal describes transformation as "qualitative, discontinuous shifts in organization members, shared understandings of the organization, accom-panied by changes in the organization's mission, strategy, and formal and informal structures." Transformation usually begins with a crisis that unfreezes dominant organizational members' current interpretative schemes by presenting a significant challenge to their validity. The Sec-ond Vatican Council did this to religious. But not the Council alone. The transition from the modern to the postmodern era, one of the three great cultural shifts in the history of humankind necessarily brought on a "cri-sis" for all human organizations. The next step in the transformation pro-ess is the development of alternative interpretative schemes leading to new types of action which in turn leads to changes in the structure of the organization. There is likely to be considerable conflict among the origi-nal and developing interpretive schemes and the subgroups espousing them. Leaders of the community will necessarily have a large impact on the process and its outcome. If they support only one perspective they are likely to decrease the potential creativity of the transformational pro-ess and the sense of belonging and involvement of the members whose perspectives have not been taken into account. If they try to separate out the different perspectives they are likely to perpetuate splints within the community. If they facilitate the interaction among the conflicting per-spectives they will increase the chances of paradoxical outcomes of trans-formation, of new and creative shared understandings, of a truly renewed and vital religious life. During the course of the process members will experience discomfort both with the ambiguities and the confusion. The conflict of understandings and those who espouse them will create ten-sions. But when (and if) a new synthesis is reached that is experienced by the whole group as acceptable, there will not only be a sense of satis-faction but there will be a new force in the community for life. In its study of the factors influencing the transformation for religious life, the study is going to give special attention to two: the environment, 338/Review for Religious, May-June 1990 that is, the factors external to the community that impinge on it in some way and can effect the transformation process by inducing the crisis and affecting the development of new interpretative schemes, and the lead-ership. Two types of leadership within the communities need to be and will be considered. There are formal leaders, those who are designated to see that the roles, resources, and necessary structures are maintained to provide for both the mission and the members. Emergent leaders are members who are generally recognized in the community as complemen-tary to the formal leaders, but distinct from them in purpose and func-tion. These often act as catalysts for new ideas within the community and, as such, are seldom selected by the membership to represent them. The study hopes to explore the underlying changes in interpretive schemes both qualitatively and quantitatively arid at several levels: within the social institution of religious life as such, within individual congre-gations, and within individual members of religious communities. This will involve questionnaires, regional meetings, and individual interviews to be carried out over the course of the next two to three years. The proposal sees as the outcome of the project: I. Identification of the normative beliefs about reli-gious life and how they will likely shape the future of re-ligious life in this country. 2. Build a national comparative data base of all male and female religious that includes current demographic data, membership information, existing and emerging structures, current member attitudes on multiple dimen-sions, and projections for the future. 3. Enable the leadership of religious communities to identify in the current context paradigms of planning that enable transformation, consolidation, merging, or extinc-tion. 4. Label the changes that must yet occur if reli-gious life is to remain a vital social and theological gift to the Church into the next millennium. The results of the study will, of course, be published and generally available to interested parties. But the researchers hope also to work with organizations and groups of religious to consider and further explore the findings. The principal researchers for the project are David Nygren and Miriam Ukeritis. Father Nygren is a Research Associate at the Center for Applied Social Science, a unit of the Graduate School of Boston Uni- Where is Religious Life Going? / 339 versity. He has been a member of the Congregation of the Mission (Vin-centians) since 1968 and has served his congregation in many capacities over the years. He holds six academic degrees. Sister Miriam, a mem-ber of the Congregation of Sisters of Saint Joseph of Carondelet, is com-pleting a term as a Post-Doctoral Fellow at the Harvard Community Health Plan, Boston. She is a clinical psychologist by profession and has served as a director of the House of Affirmation in Hopedale, Massachu-setts. Besides the extensive facilities of the Center for Applied Social Sci-ence, the researchers will be aided by a National Advisory Board which includes Archbishop Thomas Kelly, O.P., the newly elected chairper-son of NCCB's Committee on Religious; Abbot James Jones, O.S.B. of Conception Abbey; Howard Gray, S.J., former provincial of the Detroit Province, five religious women, two brothers, a monk and two represen-tatives from the Lilly Endowment. The Advisory Board will meet regu-larly with the researchers to assess the results of their work and offer guid-ance to the pursuit of the project. The success of the project will, of course, depend largely on the col-laboration of religious, both as groups and as individuals. But the bene-fits that they can hope to reap from it are considerable, so such collabo-ration is well assured. However, they will not be the only ones to profit from the study. Reviewing the expected outcomes it is easy to see why the Lilly Endowment and a community oriented university are willing to make such a considerable investment in this study. If the study does suc-ceed in producing the results it projects, there can be little doubt as to the significance of the contribution it will make not only to the Church but to society as a whole by enlivening and promoting the social outreach which depends so heavily on the leadership and support of the religious communities. Whence Come the Candidates? Gabrielle L. Jean, S.C.O. Sister Gabrielle Jean, S.C.O., last appeared in these pages with her article. "'The Alcoholic Religious Woman," in September/October 1985. Her address is 715 Per-shing Drive: Silver Spring, Maryland 20910. Over the past several years, authoritative articles on the assessment of can-didates for the priestly/religious life have appeared in Catholic periodi-cals. Kraft (1978)~ clearly stated the differential role and competencies of the psychiatrist and psychologist relative to evaluation and treatment of religious personnel. While both professional groups are involved in therapy, the psychiatrist focuses on the abnormal behavior while the psy-chologist deals with a much broader range of human behaviors. The psy-chiatrist's forte lies in his medical expertise and pharmacological arma-mentarium; the clinical psychologist's educational background provides for research and evaluation of human behavior, especially personality as-sessment. Kraft strongly recommended that such professionals have a working knowledge and appreciation of the role of spirituality in the life of religious men and women. Values incongruent with those of the cli-ent could prove prejudicial to his or her ongoing spiritual growth. A more recent article by O'Connor (1988)~- addressed the appraisal of candidates with attention directed to the formation process, the test-ing of the applicant's spirit, assessment of his or her motivation and fit-ness for the chosen institute. The key elements lie in the interactional pro-ess of interview and dialogue. The present article focuses on the instrumentation for the screening of candidates, that is, the psychological tests selected for that purpose. It is intended to inform superiors, vocations directors, and formation teams of the rationale and philosophy inherent in the selection of instru- 340 Whence Come the Candidates? / 34"1 ments; a "model" battery will then be suggested. Do the candidates come from the general "normal" population or from a psychiatric pool? The choice of instruments such as the MMPI (Minnesota Multiphasic Personality Inventory), TAT (Thematic Apper-ception Test) and Rorschach Inkblots reflect the latter since they are stan-dardized or normed on a psychiatric or dysfunctional population. Granted, they provide valuable information (in terms of impairment), but would it not be more helpful for the formation teams to know the strengths and weaknesses of the personality of their candidates? Would they not be in a better position to maximize the psychological and spiri-tual growth of their charges with a positive set of data on them'? If one begins the psychological screening process with scales normed on a psy-chiatric population, the results can only reveal the extent of the pathol-ogy found in that individual when compared to psychiatrically impaired individuals. The strengths of the personality are clouded by the pathol-ogy and the formation personnel are left to ferret for themselves the per-sonal resources of the recruits. Personality measurement is a typically American phenomenon; it originated in the United States and has evolved greatly, especially since the early 50s. Its scope includes both personality inventories (standard-ized on the general population) and instruments designed more specifi-cally to detect the presence and extent of behavior pathology. The re-spective personality theories provide the background for such instruments and caution the user relative to the holistic nature of the person. Because of the importance of the psychological screening process, further clarification seems warranted, especially since Vatican II alerted to the need of heeding the advances made in the behavioral sciences. So-ciology and psychology do shed scientific light on human behavior both as individuals and in groups. Purpose and Ethics Tests are standardized tools for the measurement of individual dif-ferences in intellectual, emotional, social, and motivational aspects of behavior. Personality assessment focuses primarily on the emotional ad-justment, social relationships, motivation, attitudes, interests, and val-ues of the individual. The American Psychological Association has codified ethical prin-ciples to govern psychological testing. Many personality tests are re-stricted to qualified users, and the qualifications vary with the type of test. The rationale is that test scores should be released only by and to persons qualified to interpret them. The candidate is entitled to know the 342 / Review for Religious, May-June 1990 information he or she revealed in the testing. Knowledge of the test scores only may be emotionally disturbing to the candidate; they should be properly interpreted to him or her in a situation that allows for dis-cussion of the results. Many personality instruments and measures of emotional, motiva-tional, or attitudinal traits are necessarily disguised; the subject may re-veal characteristics about the self without realizing that he or she is do-ing so. It is of primary importance that the examinee have a clear understanding of the use that will be made of the test results, who will receive the report, and how long it will remain in his or her file. Quot-ing directly from the Ethical Standards of Psychologists: "The psycholo-gist who asks that an individual reveal personal information in the course of interviewing, testing, or evaluation, or who allows such information to be divulged to him, does so only after making certain that the person is aware of the purpose of the interview, testing, or evaluation and of the ways in which the information may be used." No report should be sent without the consent of the examinee through a "release of confiden-tiality" form. The receiver of such information is bound by confiden-tiality; the information is privileged; if the examinee agrees to release such information, it is because it will be handled as privileged commu-nication. Evaluation: Testing, Interviews, or What? There are many arguments for and against testing, and I wish to share my biases with you; I do so willingly because psychological test-ing is my area of specialization and, therefore, I feel better qualified to support them than I would be in other areas of psychology. The arguments I would advance in favor of a sound testing program are these. First, it serves to provide an appraisal of candidates who feel attracted to the religious/priestly life. Secondly, it can help the candidate gain insight into his or her own behavior. Thirdly, it can serve as a basis for counseling in view of overall personal growth. The reservations I would have to comprehensive testing are many; my remarks here pertain primarily to candidate assessment for the priestly/religious life. ( I ) Psychiatric screening should not be required of all candidates; if the findings on the personality inventory suggest more than average pa-thology, a psychiatric instrument could be used to determine the extent of the pathology. If psychiatric screening is required for all candidates, are we not suggesting that our pool of subjects lies in the "disturbed" group? However, I favor scheduling a psychiatric interview/evaluation Whence Come the Candidates? / 343 for applicants to monastic life. The withdrawal from the world implied in the lifestyle could attract individuals ill-equipped for social inter-course. (2) There is a danger of categorizing people for life, very much like the penal system where no room is allowed for growth and change. (3) In the hands of poorly trained people, these instruments are ex-tremely dangerous. Granted that most formation personnel would not ad-minister the tests themselves, there is still grave danger that reports will be misinterpreted. People with little sophistication in this area tend to put more faith in the instruments than is warranted. (4) The use of test information for acceptance/refusal makes sense only if the results are validated by information from other sources: let-ters of reference, observed behavior, and the like, No matter how good and competent that psychiatrist or psychologist is, the dynamics of grace elude measurement, and everyone involved in the assessment process must be mindful of this fact. (5) I would not advocate involvement in a screening program unless there is a willingness to share the information with the candidate. A good policy is to provide a feedback interview to discuss the test findings with the examinee. Should the evaluation be psychodiagnostic (with the use of psychiatric questionnaires), the feedback would then be provided by the therapist who would be in a better position to decide on the timing for such disclosure. In all such work, Catholic psychologists consciously strive for the fundamental attitude which Pope Pius XII advocated in 1953: 'Psychotherapy and clinical psychology must always consider man as a psychic unity and totality; as a structured unit in itself; as a social unit and as a transcendent unit, that is to say, in man's tending towards God.' ,3 Candidate Assessment We are reminded through the Second Vatican Council documents that the unity of the Church thrives on the variety of gifts in its mem-bers. In Perfectae Caritatis, it is explicitly stated that religious are to bring "to the execution of commands and to the discharge of assign-ments entrusted to them the resources of their minds and wills and their gifts of nature and grace" (PC, Art. I). The text is supported by Paul's I Corinthians: "All these gifts are the work of one and the same Spirit, distributing them separately to each individual at will" (I Co 12:l I). The decree on religious life was intended for all religious men and women, whether in the ranks or in authority. It must be admitted; how- 34"4 / Review for Religious, May-June 1990 ever, that when it comes to acknowledging the "special gift of each," we are somewhat in the dark. The Superior/Director/Coordinator is ex-pected to be respectful of the Giver of gifts by avoiding arbitrary assign-ments. The religious man or woman may be an individualist who feels that one owes it to oneself to fulfill the self in the sense of using one's gifts for personal enhancement and satisfaction; a correct interpretation would lead one to regard all gifts as intended for service to the commu-nity and to the whole Church. A scientific way of arriving at a knowledge of these gifts is psycho-logical testing and evaluation. I would set as one of the primary func-tions of candidate assessment: the identification of the assets of the indi-vidual. There is room for screening out undesirable applicants but this aspect of screening should not supersede the screening in of those who have great gifts of heart and mind to use in the service of the Church. As a marginal note, may I add that it is usually enlightening for the vocation directors (or whoever requests the assessment) to subject him-self or herself to the whole process. It may be an eye-opener as to the anxiety-provoking experience of personality assessment. For some cli-ents, self-disclosure is a very traumatic experience, and counseling may be advised. For most who have been exposed to testing in all forms, the whole procedure is taken in stride. Criteria Used What are we looking for in a good candidate to the priesthood/ religious life? The criteria have generally been clearly stated by the vari-ous religious groups, rectors of seminaries, experienced masters in the formation of candidates, and vocation directors. In general, they can be grouped as follows. ( 1 ) Intelligence I think we are justified in looking for average intelligence or better; without it, a religious professional cannot grasp the import of his or her commitment to Church service within the framework of a religious life-style. During the assessment, the candidate's intellectual efficiency is con-sidered in the light of one's intellectual potential. Does the client oper-ate better in a situation where conformity is rewarded or where auton-omy and independence are viewed as positive behaviors? The individ-ual's cognitive style is also studied along with factors capable of reduc-ing his or her mental efficiency such as anxiety, perfectionism, compul-sivity, or poor thought control. (2) Personality Here, it is important to have inventories/questionnaires standardized Whence Come the Candidates? / 345 on a non-psychiatric population; the candidate is not expected to live in a psychiatric ward! Instruments are usually selected which address prin-cipally the personality characteristics important for social living and so-cial interaction. Attention focuses first on personal integration: the individual's self-concept as covered by such factors as social presence, sociability, self-acceptance, sense of well-being. The candidate's social maturity and re-sponsibility come under scrutiny in a cluster of scales tapping socializa-tion, self-control, and tolerance. Temperamental variables such as per-sistence, cooperation, aggressiveness, tact, moodiness, impulsiveness, and adaptability are given some attention. The motivational aspects of the applicant are usually considered in a separate scale covering the home environment, career, religion, social endeavors, needs, values, and in-terests. A social-religious orientation is usually a more favorable indica-tor of a true call than a political or power orientation. (3) Sexuality This area is considered critical for today's candidates who will com-mit themselves to a celibate life. Projective techniques (disguised tasks) are used in this case to assess the basic sexual orientation of the candi-date and impulse control. The leads provided by the test data are openly discussed with the candidate in view of verification of the findings and subsequent recommendations. Not all information gathered in the inter-view need to be reported; problems resolved earlier fall in this category. (4) Magisterium The candidates are also queried about their attitudes toward author-ity, toward the Church and her teachings, and toward the ministry or apos-tolate. Feedback The feedback interview can be used advantageously to cover impor-tant areas such as interpersonal relationships: at home, at school, and at work, and for the older candidates, relationship to the local church. The individual can be further interrogated relative to anger and hostility: what triggers his or her anger and how is it handled? Recommendations for the proper handling of st.tong emotions are usually in order. The area of sexuality is probed further: orientation, ~,ex education, if given (when, by whom), dating history, the applicant's understanding of celibacy/ chastity, and his or her readiness to make the commitment to a celibate life. The last area tapped in the interview pertains to "spiritual evolu-tion," or the applicant's personal spiritual journey. When was he or she first attracted to the Church, (rites, sacraments, music, service, and so 346 /Review for Religious, May-June 1990 forth) and how did that attraction grow (or lapse) in the course of his or her life? Conclusion It is obvious to whoever has read up to this point that the evaluation/ assessment of candidates is serious business and a time-consuming propo-sition. Is it not worth the effort for a lifetime of service to the Church? The full day of testing and the few hours needed for the feedback/ interview are little when one considers the benefits to be derived through a lifetime of dedicated service to others. It is a rewarding task tbr the examiner who is constantly confronted with the promptings of grace in the life of today's young people. NOTES ~ William F. Kraft, "'Psychiatrists, Psychologists and Religious." R~vw.w FOR RF.LIGIOUS, Vol. 37, (1978), pp. 161-170. 2 David F. O'Connor, "Appraising Candidates for Religious Life or Priesthood," Human Development IX (Fall. 1988), pp. 26-30. 3 Address of His Holiness Pope Plus XII, "On Psychotherapy and Religion," Fifth International Congress on Psychotherapy and Clinical Psychology (April 13, 1953). Converted i come into Your glorious presence Changed, Newly dressed In Your garments, Feeling strangely at home there. Delighted, excited, I am waiting . . . Longing once more For Your kiss of peace. Sister Columba Howard St. John of God Convent P.O. Box 14 SUBIACO 6008 Western Australia Wishes for a "Novice" Novice Director Melannie Svoboda, S.N.D. Sister Melannie Svoboda, S.N.D. is currently dividing her time between teaching and writing. She served as novice director for six years. Her address is Notre Dame Academy; Route One, Box 197; Middleburg. Virginia 22117. For six years I was novice director for my religious community. During those years, the number of novices I had was anywhere between nine and one. As I reflect back on my experience as novice director, especially now that I have a little distance from that ministry, I ask myself, "What advice would I give to a new novice director--to a novice novice direc-tor? What would I wish for him or her?" There are many things I could say, much I could wish for. But if I had to limit myself to five words of advice, five wishes, what would they be? My answer to that question is this article. Warning.t Self-knowledge. Beware.t And give thanks. In my second year as novice director, I made my annual retreat as usual. During my first one-on-one conference, the retreat director asked me what my min-istry was. When I told him I was novice director for over a year, he smiled and said, "Well, well! I bet you've come to a beck of a lot of self-knowledge this past year!" His words struck me. They encapsulated something I had been experiencing, but something I had not yet been able to name: formation ministry has a terrible and marvelous way of en-couraging growth in self-knowledge--and this growth is usually accom-panied by discomfort, confusion, or even pain. Prior to becoming novice director, I had been a successful teacher and free-lance writer. It was easy for me to begin to find a good meas-ure of security in my obvious successes in these two areas. Success has 347 348 / Review for Religious, May-June 1990 an insidious way of leading us into a kind of "spiritual coziness." My success tended to give me the illusion that, indeed, God is in his heaven, I am in my classroom or at my typewriter, and all is well in the world. Formation work, which was both new and challenging, had a way of nudg-ing me (sometimes even shoving me) out of my complacency. I noticed my prayer becoming less pharisaical: "I thank you, Lord, that I am so successful!" and more "publican-ish": "Lord, now what do I do? Help!" As disconcerting as this growth in self-knowledge was at times, I see it now as a very real blessing for me. There is another reason why formation work was such a challenge for me personally. Both teaching and writing have goals and objectives by which one can, to an extent, measure one's success. Are my students learning? Yes. Are editors accepting my articles? Yes. The'n I am doing something right. I am a success. But formation ministry does not have such clear-cut ways of measuring success. In fact, by some measures, I was quite unsuccessful as novice director. Were novices flocking to our novitiate now that I was director? No. In fact, the formation team and I were not even accepting all of the few that did apply. Once they came to our novitiate, did they stay'? No. Some stayed, but many left. And, worse yet, some of the ones that did leave, ! even encouraged to leave. Formation ministry forced me to redefine success. More than that, it caused me to question how much l needed success in order to minis-ter. The ministry of formation challenged me to devote time, energy, and creativity to a work that, for the most part, did not give me the steady encouragement of measurable results. It called forth new kinds of strengths in me--such as patience, trust, letting go, and greater depen-dence on others who could help me. I needed such qualities which might otherwise have remained undeveloped because of apparent outward suc-cess. Decisions, decisions! Shortly after receiving my appointment as nov-ice director, I met my own novice director in the lunch line at our pro-vincial house. She had been a novice director for more than twenty years. Now, confined mostly to a wheelchair, she continues to serve the com-munity in the mailroom and archives. When she saw me in the lunch line, she took me aside, wished me well, and then said, "Just remem-ber: as long as you believe your decisions are right before God, that's all you've got to worry about." In those few words, my novice director had gotten to the core of for-mation ministry: the making of decisions. For me, the crux of being nov-ice director (and I use the word "crux" intentionally) was having to Wishes for a Novice Director I 349 make a decision that affected the future of another human being. Of course, I knew that I was not totally responsible for deciding whether a woman should remain in our novitiate or leave. The novice herself played a paramount role in that decision. I also knew full well that I had other people I could and did consult for valuable advice and input. I also realized that the provincial and her council ultimately were responsible for this decision. But despite knowing these things in my head, I still felt in my heart that the decision whether a novice should stay or leave was essentially mine. For me there was nothing ever easy about making such a decision--one way or the other. And there certainly was nothing easy about being the one to tell a novice that she could not stay--especially if she was unable to understand why. As I told my provincial superior onc+ after the council had decided to let a candidate go, "You're not the one who has to look into her eyes and tell her. I do." For me personally, this was the greatest challenge as novice direc-tor: trying to make the right decision for each individual. It meant I also had to face the possibility that, despite my conscientiousness and my good will, I could, indeed, make the wrong decision about someone. I had to ask myself, "Do I trust God enough that ! can be at peace with every decision I make? Can I entrust even a possible wrong decision to his love and creativity?" I never fully appreciated what a burden this was for me until I no longer bore it. After | left formation work, I was given other big respon-sibilities- among them was being local superior of a rather large com-munity. But, so far, none of these new responsibilities quite compares with the responsibility I felt as novice director: having to make a deci-sion that profoundly affects the future life direction of another person and a religious community. At the risk of sounding pious, this is a burden we cannot bear alone. As my own novice director implied, we make our decisions before God. I add: we also make them with God. With hoops of steel. In Shakespeare's Hamlet, Polonius gives some beautiful advice to his son, Laertes, before he sets out on his own. His words of advice should be given to every new novice director: Those friends thou hast, and their adoption tried, Grapple them unto thy soul with hoops of steel. l, iii One of the greatest needs of a novice director is friends. Hopefully, most novice directors enter their ministry with a "generous supply" of good and loyal friends. But even if this is the case, a novice director soon 350/Review for Religious, May-June 1990 learns that the ministry of formation has some built-in obstacles to the retention of friends. First of all, as novice director, I was in a ministry all by myself. No one else in my community did exactly what I did. As a teacher and writer, I had enjoyed the camaraderie of other sisters in my community who were actively engaged in the same ministry. We swapped stories, shared ideas, and encouraged each other in our com-mon ministry. But when I became novice director, I suddenly had no one. There is another reason for the sense of aloneness that novice direc-tors sometimes feel. Much of our ministry involves things we cannot talk about or share with others. Even our schedule may prevent us from so-cializing with our friends. For example, as a teacher I looked forward to weekends when I had a little time to "unwind" with my sisters and friends. But as novice director, my weekends suddenly became my busi-est time. That was when 1 had classes with the novices, I tried to see them individually, and I "socialized" with them. These factors cannot be allowed to become excuses fo~" losing touch with our friends. But they are challenges for us to find new and creative ways to "grapple" our friends to our souls "with hoops of steel." Eventually, I did find considerable support from novice directors in other religious communities. Sometimes when we got together, we tended to "talk shop." We found ourselves talking only about problems in formation and expressing to each other worries and frustration. This has its place, of course, but we soon realized we needed each other not merely to "gripe with" but also to "play with." As a new novice di-rector, find ingenious ways to hang on to your old friends, and be ready and eager to make new ones. The wideness of the sea. One of my favorite old hymns says this: "There's a wideness in God's mercy like the wideness of the sea." I think we could paraphrase those words and say. "There should be a wideness in a novice director's life like the wideness of the sea." A nov-ice director could be tempted to live in a very narrow world--a world no larger than his or her novitiate. Do not succumb to this temptation. It is important for a novice director to receive some professional prepa-ration for the ministry of formation. Yes. It is also vital for him or her to keep abreast of developments in the field of formation. Definitely. But we novice directors must not limit our input solely to formation. My ad-vice is to widen your world. Get involved with other groups of people, with issues besides formation and religious life. As novice director, for example, I taught a course in pastoral ministry at our college almost Wishes for a Novice Director / 351 every semester. The course met once a week in the evenings. Teaching that course was extremely healthy and beneficial for me. When I was not teaching a course, I was often taking a course. Some of these courses had nothing to do directly with formation. I also continued to write arti-cles for publication--the vast majority of them riot on formation. I know other novice directors who widened their world by being life guards at swimming pools, music ministers in parishes, volunteers in soup kitch-ens, or teachers in seminaries. As directors, we need ample time for a ministry of formation, true. Bui we also need time to extend our bounda-ries beyond the walls of the novitiate and our religious community. Let them love you. So far I have said nothing specifically about the novices themselves. As novice director, you must love your novices. Sometimes your love will take the form of gentleness and kindness. Other times it will assume the shape of firmness or even apparent hard-ness. Whatever form it takes, love is essential. This goes without say-ing. But there is a flip side to this fact that gets too little attention: allow your novices to love you. Be open to their love. More than that, encour-age it, welcome it. As directors we can become overly conscious of our role as director, as formator. We can shield ourselves from the give-and-take of relationships by setting strick boundaries with our novices. I am director, you are directee. I form you. I love you. Formation becomes a one-way street. When we do this, we are forgetting this great truth about formation: while we are helping to form our novices, they are also helping to form us. If we allow them. My novices helped form me in many ways--sometimes gently, other times almost roughly. They formed me by their honesty and humility-- especially in the one-on-one sessions I had regularly with each one. I was always amazed at how the novices were, for the most part, incredibly honest with themselves. By their honesty, they encouraged me to be more honest with them. During my six years, I found myself trusting the novices more and more. I had always basically trusted other people, I believe, but my six years as novice director only encouraged this atti-tude. The novices ministered to me at times in my need. One time a friend of mine in the community was dying of cancer. I left her infirmary room one night on the verge of tears. Shortly afterwards I ran into one of my novices in the hall. My initial reaction was to put on a cheerful front and hide my tears from her. After all, I was her director. In fact, I was the one who had dried the tears of this particular novice on more than one 359 / Review for Religious, Mav-Jttne 1990 occasion. But when I saw the concerned expression on her face, I was unable to hold back my tears. I cried, "Nadine's dying." Without a word, she took me in her arms and held me for a few minutes, comfort-ing me. In one way, it was a reversal of roles, but I still treasure the mem-ory of that moment when I allowed the novice to minister to me. Sometimes novices will love us in "tougher" ways--challenging our judgments, questioning our decisions, asking us to explain something we would just as soon leave unexplained. As novice directors, we must be open to that kind of love, too. My father, now retired, spends much time growing things on my par-ents' three-and-one-half acre plot of land. He grows apple trees, exotic grapes, peach trees, English walnut trees, and'the like. He once told me, "I get a kick out of figuring out how to help things grow." I would hope that every new novice director could say something similar: "I get a kick out of figuring out how to help people grow." My final wish for the "novice" novice director is this: May you figure out (often through trial and error--plus the help of God's grace) how to help (not "make" or "'force") people grow. And, in the process of your helping, may you yourself grow in faith, hope, love, and much joy! Retreat at Glenstal Abbey I have no preacher here but only quiet trees that pray one solemn silent so-be-it frown cell, from sap, from sinewed standing stem frown bough and branch from twig and sprig all said all summed in this brief silent now. The Master called and with the stars each answered to the limit of every limned lettered lace-like latticed leaf: "Here 1 am." Cothrai Gogan, c.s.sp. Naraiga Catholic Church Box 220 Limuru Kenya, Africa The Associate Movement in Religious Life Rose Marie Jasinski, C.B.S., and Peter C. Foley Sister Rose Marie Jasinski. C.B.S. is currently director of the associate community for the Sisters of Bon Secours and president of Bon Secours St. Joseph Hospital and Nursing Care Center in Port Charlotte, Florida. Peter C. Foley is presently working as a free-lance consultant and facilitator for religious congregations, dioceses, and parishes. Correspondence should be addressed to Associate Membership Office: Sis-ters of Bon Secours: 1525 Marrionsville Road: Marriottsville, Maryland 21104. The task of the imagination, specifically the religious imagination, has been described as naming, even "composing," the real. Another way of saying this is that the religious imagination unveils where God is at work among us. Stories of God at work, and of the unfolding of a real-ity whose scope and power have not yet been imagined were told in May 1989 at the Bon Secours Spiritual Center in Marriottsville, Maryland where more than 100 Directors of Religious Associate Memberships, and associates too, gathered to share the histories of their associate move-ment. It was the first such gathering of lay people and religious designed .just to explore how spiritualities or charisms of the Church, previously identified with particular religious congregations, were being assimilated by groups of lay people who claim the identity, history, and traditions of a particular spirituality as their own. The reality that emerged is that the traditional spiritualities are alive and well, even flourishing, but in ways we had not imagined. Most congregations reported more applicants to the associate program than to the congregation, and some associate members outnumbered the sisters themselves. But even more striking than the rapid growth of associate memberships was the intensity of the 353 Review for Religious, May-June 1990 commitment brought to them. These were not casual or sentimental re-lationships- it was clear that there was great personal significance in be-longing to an evolving spiritual community. This powerful movement has been quietly erupting within the Church for the last ten to fifteen years. Among the groups gathered to-gether in May we discovered associate members of women, men, sin-gle, married, of various professions, of differing faiths and even a few clergy and religious of other congregations. Associate membership tends to look and act differently within individual religious communities. The basic ingredient, however, is a strong emphasis on forming bonds be-tween laity and religious around a specific charism and mission; attempt-ing to live out that spirit and charism in one's particular lay lifestyle be-comes a significant piece of the "bonding" together. An area of richness that was shared by the groups in May was the expressed felt need and desire to journey together toward deeper spiri-tual growth. The word "together" here is significant and seems to be gaining in popularity. While indeed there still lingers the sentiment that "sister is better at this than I am" we discovered also that the notion that "the same Spirit moves among all of us" is gaining ground as well. Of course, this growing sense and desire for "bonding" also tends to blur the distinctions between laity and religious which is a challenge for some and a gift for many. Developing a sense of community was an important and, at times, a primary reason for approaching associate membership. For some it is the lack of community experienced in the local parish setting; for others it is the desire to deepen their prayer life that initiated the attraction. This sense of community and "bonding" that begin to take shape between the lay and religious members is encouraged and strengthened through regular times of coming together to share prayer, ritual, reflections, Eucharist, and other social feastings. Along with these activities the de-sire to have a "significant" role within the religious community is also exerting its influence among laity and religious. Participating in commu-nity decision-making, committee functions, chapter meetings and the like were not an uncommon topic at our May meetings. The area of service or ministry had a broad range of response among the groups. For some it was an integral part of the associates" role; for others it almost appeared as a distraction from the original intent of spiri-tual development; and still others seem to be on a progressive path of moving through spiritual development outward to "mission.'" This brings us to the progression of "gerierations" that is becom- The Associate Movement / 355 ing evident to those people who have been around this movement ['or a period of time. A pattern appears to be evolving within the associate move-ment. The first generation seemed to be people who wanted to be "filled up" spiritually plus a few who just could not say "no" to sister in those communities where the religious extended the invitation to join. In this generation the religious were looked to for the leadership. The second generation seemed to move more deeply into spiritual development in that the laity and religious have journeyed that path together as equals. The third generation emerges as associates become active in, or are in-vited into, various ways of participating in community life itself. Spiri-tuality as well as leadership is shared. A fourth generation seems to be spiritually motivated and supported by a faith community to go out in mission to share the charism. Throughout this progression of generations has remained a growing, though sometimes ambiguous, sense of commitment--ambiguous in that it is not always clear if the commitment is to the congregation, to the lo-cal community, to the associate community, or to individual sisters. And growing in that there are those rich experiences when associate members feel they have no choice but to live the charism--they have become so imbued it is as though "the charism has me!'" It seems most desirable for each group to grow in its own understand-ing and expression of, and comfort with, the focus of its commitment. While all groups expressed uncertainty about the long-term embodi-ment of their spirituality, they were equally comfortable with a sense of journeying together, accompanying ehch other in a life of prayer, shar-ing, and service. This was the area of greatest commonality among the participants. Otherwise their differences were so great that many of our assumptions about the associate movement were exposed and dispelled. Our first assumption was that a healthy associate program needed to be closely knit to the sponsoring congregation, starting with a strong for-mation program (conducted by the sisters), ongoing liaison with or lead-ership from the sisters, and some degree of monitoring of prescribed norms of behavior. Not so. Although many of these chara~:teristics were present in most programs, there were some that were not even started by the sisters, much less "managed" by them. A "healthy" and vigorous program depended more on the quality of the relationship between indi-vidual lay person and sister (living or dead) than on the sophistication of its organization and structures. The spirit or charism of the congrega-tion was passed on most effectively, it seemed, from person to person. In one group, the "formation" program consisted primarily of one-to- Review for Religious, May-June 1990 one storytelling on the part of the retired sisters with the prospective as-sociate. Another had an adoption structure, in which the associate and sister became family with each other. Another assumption was that there were sisters, on the one hand, and associates on the other. But for some, the associate membership con-sisted of lay people and those sisters who chose to join it including, in-terestingly, sisters from other congregations. These groups, obviously, had no trouble "getting sisters involved"--one of the more common problems expressed. The sisters were free to commit themselves to this other expression of their charism, or not. Another surprise was the range of expectations or requirements for associates to "keep up their membership." Many groups had calendars of annual events that included monthly meetings, annual retreats, "home-coming weekends" with all the sisters at the motherhouse, and some even offering weekly prayer meetings. But it was clear, due to geo-graphical movement of both sisters and associates, that the real and ef-fective criterion of memberships for some groups was the intention and commitment of the individual associate. In a movement like this there is a lot of giving and receiving. Who is giving? Who is receiving'? The obvious answer is that the congrega-tion is extending itself to others, including them, giving them something that they could not have by themselves. The opposite seems to charac-terize many of the groups reporting. The more the sisters listened to what was going on in the desires, dreams, and active faith life of their friends and dedicated collaborators, the more they received. Their own appre-ciation of their congregational charism and history was renewed and en-livened. Many sisters reported "receiving their charism back" from their lay associates. And, on a more pragmatic vein, the more the con-gregation included its associates in governance and community struc-tures, the greater the commitment of time and energy of the associates to the religious group. Finally, we had assumed, of course, that we were talking about per-sons of the Christian faith when we were discussing associates. Not so. A number of congregations reported including not only non-Catholic Christians in their associate programs, but also non-Christian persons. How could this be? We did not ask. If we had had the time, we would have asked three other questions: -What human behaviors facilitate the "passing on" of a charism from person or group to another'? -This seems to be more a women's movement than one The Associate Movement / ;357 commonly or equally shared by men and women. If so, how does it relate to the larger feminist or women's move-ment? And, also, how is it related to earlier women's movements in the history of the Church? -Are congregations that have a vital and active associate membership capable of having an equally vital and ac-tive group of "lay volunteers"? We ended the May meetings with no conclusions other than it was very good to get together and share what is happening; that some groups would initiate regional networks: and that we should all meet again in two years to hear the continuing story of the associate membership move-ment. As participants and observers we rejoice and hope to see the continu-ing openness to the Spirit-filled variety of associate memberships in the Church. A variety that may lead us to a fifth generation of associate mem-bers and "religious" sharing community: living together in a variety of many different ways, providing a variety of different services, praying in a variety of different styles--all through the power of one Spirit-- one baptism. Sunrise When the earth tipped its rim this morning, letting the sun in, filling itself with color and.light, You handed it to me; putting my mouth to the other side, I drank the dawn wind, the morning sun rising, dripping with glory. Then handing the cup back to You, I wiped the drops from my mouth, touching my lips again with Your light: Satiated with splendor, so glad of Your love. Sister Columba Howard St. John of God Convent P.O. Box 14 SUBIACO 6008 Western Australia Images For The Future Of Religious Life Thomas F. McKenna, C.M. Father Thomas McKenna, C.M., is an assistant professor in the theology department at St. John's University in New York. He has also served as novice director for the Eastern Province of the Vincentians. His address is Vincentian House: 101-25 104th Street: Ozone Park, New York 11416. One of the signatures of any age is the time-dimension to which it is drawn. At a given period, a culture is fascinated by past, present, or what is to come. For a number of interwoven reasons, religious life in this pres-ent age is taken with the future. The harder times it has fallen upon in filling up its thinning ranks and the upsetting wonder about what forms will take it into the next. century raise questions which only forward-looking answers will give. Add to this the growing appreciation that the origins and, therefore, the identity of religious life lie in visions precisely about what could be, and the reasons for concern about that future be-come all the more apparent. Often enough, these worries and hopes find expression in a search for what is termed "The New Image.'" That taken-for-granted inner land-scape which grounded the operations of a congregation for generations is less and less able to hold the center. Members realize that some new image is required, a different "root metaphor"~ which once in place will again provide that clear prism through which the apostolates, govern-ance, prayer styles, and, indeed, the very self-concept of the order can be freshly perceived. In his book on the meaning of history,2 Theodore White describes the precariousness of trying to peer into the future from the only van-tage point available, the present. He invites the reader into a small boat 358 Images of Religious Life / 359 bobbing up and down on the swells of the mid-Pacific, thousands of miles from any coast. Inside, the waves lifting and lowering the boat feel much the same, but in fact they are not all alike. Some are only surface ripples blown up for a few hundred yards or even miles. Others are surges left from mid-ocean storms out still farther over the horizon. They, too, will smooth out and die. But others still are the tips of deep running transoceanic currents. They were born in the river canyons of continents two thousand miles to the east and will crest on the shores of another coast four thousand miles westward. The historian is the person who thinks himself able to read which of the waves are shallow and so eventually will fade, and which reach to the floor of the sea and so will roll on into the future. While the bases for his judgments are not the kind which can serve up airtight predictions, they are rooted eno'ugh in pres-ent conditions to get him beyond clairvoyance. His knowledge of the cur-rents and tides enables him to give some backing for claims about what will continue beyond the horizon. This article intends to feel for some of those currents. While there are any number of root images which might be the synthesizing meta-phors on which religious life will be carried into the future, there are some which because of their ancient lineage in the religious movement on the one side and their attunedness to present society on the other show promise beyond mere guesswork--though, to be honest, not perhaps be-yond wishful thinking! The metaphors to follow can stand by themselves, but are more use-ful when anchored in the first. Connecting them sequentially allows for a certain priority but also for enough interaction that each can be a cor-rective for the others. The Religious Infiltrators of the Culture The scenario here is one body of people led forward by a common vision who insert themselves into the dead spots, so to speak, of the world of another group. They attempt to work their variant view into the places in the dominant culture which are spiritually empty and hunger-ing for freedom and new meaning. The sportscaster's phrase "in the seams" catches the idea. In a zone defense, players are assigned to cover certain sectors of the field or rink. The weakest points are along the bor-ders of zones because that is where confusions and even collisions be-tween the defenders are most likely to occur. The pass or shot is aimed "in the seams" between the zones; it is put "in the crease" at the edges of the coverage where the system most often breaks down. This analogy places religious among those believers who carry the 3BO / Review for Religious, May-June 1990 cause of Mystery to those border areas in a culture. Into those margins where the prevailing world view has lost its depth or has failed in nerve, religious bring the riches, appropriately enough, of religion. They are the outriders of the culture, the hikers along the margin where moder-nity has unraveled and is dealing death rather than life. The orders are among the entrepreneurs of the Mystery in a resistive society. This last figure brings out the assertive and perhaps even aggressive side of the image. Not intimidated by the muscular idols of the culture, religious purposefully seek out opportunities for evangelization and join with other groups who struggle to inculturate kindred values. They are convinced of the profundity of what they carry and so actively search out the soft spots in a society for chances to penetrate. Opportunistically, they move into the seams. In the description of the mid-ocean sailor, we spoke of the need to justify the use of a particular image. Why does this metaphor show more promise than another'? In this case, what signs of the times recommend the infiltrator over competitors'? Both negative and positive warrants come to mind. The negatives cluster around a foreboding sense of the spiritual bank-ruptcy of certain sectors in the modern world. By modern we connote here modernity, that whole ethos born in the Enlightenment and bred in the industrialized West whose place in history is slipping off its assumed highest perch to a level of one era among others, but one, indeed, whose effects are threatening to annihilate the gains of all the rest. Interestingly, this critique is being mounted by commentators who truly admire many of the accomplishments of the modern era such as freedom, communi-cation, labor saving devices, democracy, and so forth. They counsel not so much a nativist return to some pre-technological world, but rather a move beyond technology. To that end, they make the case that within the soil of the very blessings modernity bestows are sprouting the mostly unnoticed seeds of its own destruction. The most noxious plants on the American scene are being fed by the system of total capitalism. When left unchecked, they poison the very kind of moral character needed to sustain the democratic society in which capitalism flourishes. Among the more widely known critics are Robert Bellah and his as-sociates3 who have detailed the ways in which individualism threatens to remove its communal counterbalance, republicanism, from the ethi-cal arena in American life. A flattened self, the person as a "bag of needs" disconnected from other subjects and unable to collaborate from motives beyond self-gratification is the narcissistic prospect. Barbara Hat- Images of Religious Life / 36"1 grove's depiction of the "New Class" analyzes the ways which the spe-cializing and rationalistic tendencies of the baby boomer culture can shut down its own best possibilities.'~ In a more popular vein are the addresses of Franciscan preacher, Richard Rohr, who of late has been announcing "the death of the liberal agenda."-s An inability to cooperate with any-one besides an elite few, an idolization of personal feelings, and a per-fectionistic search for the fullest experience and/or the flawless process are some of the disturbing undersides he fears now beginning to surface. A more philosophical warning is being sounded by a group known as the Post-Modernists. Taking negative expression in its Deconstruction-ist variety,6 the critique is more optimistically stated by a group who call themselves, fittingly so, the Constructionists.7 Affirming the benefits of modernity, they also desire to move beyond its pitfalls and so join the assault on individualism. Their particular contribution is not only to have analyzed further its pedigree and progeny, but to have proposed means by which it can be overcome. There is an anthropomorphism in the culture, they contend, which immoderately subordinates the whole of creation to its human part. The attitude denies any "inwardness" to what is not human, thereby remov-ing nature's intrinsic value and laying it open to the worst kinds of ex-ploitation. The social counterparts of this dominative style are the patri-archal rules in society, assumptions which prevailed in all ages but get honed to their sharpest edge by the competitive, rationalistic, and ef-ficiency myths of the present.8 Powering everything are the twin dynamos of economism and con-sumerism. The blanket moral pardon granted the so-called side effects of the free market (steered by its invisible hand of self-interest) is ex-tended to all sectors of life. Social, aesthetic, moral, and religious issues are approached as if their ultimate bearings were also supply and de-mand. The pressures to define self by possessions, to regard the public good solely as economic wealth, and to eliminate concern even for one's posterity are some of the more chilling prospects when the profit princi-ple is transmuted into the universal moral touchstone. Such a world, in a Constructionist phrase, has lost its enchantment.9 Emptied of mystery and dulled to the wisdom of the best of its myths, it can no longer re-spond to the deeper hopes and so begins to feed on itself. Modernity's prospects: a superficial and morally spinning world set on a disastrous course that of itself modernity is powerless to change. If the infiltrator metaphor stayed only with condemnations, its indict-ments could have the ring of a culture-bashing fundamentalism which 369 / Review for Religious. May-June 1990 railed against the society but did not involve itself in it. Happily, these critiques are simultaneously stirring up a kind of religious revival or at least the beginnings of one. ~0 In the so-called secular disciplines for in-stance, there is a growing movement to sacralize the world. Proponents in the natural sciences for one, awed not only by the indeterminacy of things but also by their interconnectedness, are proclaiming a newly dis-covered mystery in creation. Various schools of psychology for another are reclaiming a spiritual base. Educational circles are feeling a surpris-ing pressure for more theology and religion courses at secular universi-ties. ~ These and other indications mark a widening search for values which are rooted in something other than the economic. This quest has a prag-matic ring to it inasmuch as the conviction is spreading that religiously grounded foundations are the only ones on which lasting social change can be built. Interestingly, the revival appears to have gathered greatest momentum among Roman Catholics. A 1987 Gallup poll names them as the denomination which feels most able to provide religious leadership in American society because of both the wide backing they accord their bishops' social teachings and because of the stronger communal bonds they enjoy. ~- In sum, there is on a number of fronts a growing unease about the spiritual vacuum in the culture together with initial signs of an initiative to fill it. Motivation for the renewal is not the self-righteous and con-demning sort, but comes from culturally sympathetic people who at the same time sense the dissonance between their own religious experience and the hollowness in key sectors of modernity. This analysis was done to indicate possible points at which religion could be inserted into the culture. Such intersections hold invitations for religious to join with other subgroups in society~3 in witnessing to firmer grounds of meaning. Carrying in their traditions such wisdom as the in-terrelationship between humans and the rest of creation, the universal dis-persion of spiritual energy, the immanence of the divine feminine, and the riches which cannot be packaged as a commodity and which flow out of the acts of loving and hoping, members of orders do not come empty-handed to those vulnerable seams. Nor do they come alone. The infil-trator is meant to work alongside of other servants of Mystery who are soon discovered to be, in Thomas Merton's phrase, "the monks' natu-ral allies in the world.''~4 If this line of thought sounds familiar to the religious reader, it is likely because something of the sacred time of his or her beginnings is hnages of Religious Life / 36:3 evoked. All founding persons were in effect entrepreneurs of religion in a culture. The desert journeys of the monks as response to the dying and brutal fourth-century society, the ingenuity of the mendicants in evan-gelizing a world of new city-states, the missionary fervor of the congre-gations of the seventeenth century reaching across from the Old World to the New--all these were tides taken at the ebb to penetrate a weak-ened and changing society. The crisis of meaning in American culture today and some initial responses to it present new windows of opportu-nity for would-be refounders. What special qualities are required of these so-called otitriders of re-ligion? In an essay on the future of spirituality, ~5 Karl Rahner addressed the situation of believers living in a time of sociological diminishment. Their faith must be sustained by what he termed "a solitary, immediate experience of God." They are to be new types of mystics whose con-viction does not come from any place other than the hearts of their own existence. Infiltrators are, therefore, marked in the first place by a per-sonal experience of God. Their second trait might be called culture-friendliness. Refounding persons exhibit that certain feel for the divine possibilities in society, that willingness to mix it up with the shapers of meaning in the wider world. While they are not uncritical of the age, their more basic desire is to engage it in order to move quickly into the spiritual openings it presents. But infiltrators also have blind spots. A common one is to so con-centrate on the strategy and practicalities of insertion into a culture that they lose sight of the sources of the salvation they bring it. Two further images, each able to stand on its own, speak more pointedly to ways of listening for the Word which religious carry to the world they would serve. The Navigator A type of spiritual sensibility long associated with the religious move-ment is at the core of this metaphor. To arrive at it, we add to Theodore White's image of the boat bobbing in the mid-Pacific the lore surround-ing certain revered individuals in Polynesian culture known as Naviga-tors. Now gone, these adventurers were the last repositories in their so: ciety of the secrets of open ocean sailing. Without modern navigational instruments, they could make landfall on a tiny dot of coral thousands of miles across the seemingly trackless Pacific. Anthropologists found their basic talent to be an ability to read the movements of the waves. Through a long and spiritually intense initiation, they learned to tell the crucial difference between the surface disturbances and the ocean- 364 I Review Jbr Religious, May-June 1990 spanning bottom currents which led in definite directions, changed head-ings with the seasons, and were deflected as they ran past the archipela-goes that speckled the Southern Seas. From their minuscule platform on the raft, they could judge which of the great ocean waves to follow and which to let roll past. In terms we will use, these were the special ones who could read in the present which movements had the long-range prom-ise and which would not reach the far shore of the future. Joseph Campbell speaks of an analogous phenomenon in other primi-tive societies which today might come under the title recruitment. While undergoing the long initiation to adulthood, one of the adolescents suf-fers a kind of nervous breakdown. He seems to take things too seriously. He does not see reality the way his peers do and is not in step with their pace and general rhythms. Observing this, the elders remove him from the group--and make him their religious leader! Their intuition, says Campbell, is that the youngster is picking up the contours of another world. He is reading signals from a different depth and perceiving a pic-ture of the way the tribe could be when at its very best. In the language of the previous example, this person becomes the tribal navigator, not just in sailing but in all things, because he can discern directions com-ing 'back from the future,' directions which the rest of the clan recog-nizes as valuable and even salvific. In this metaphor, religious are among those special ones with sensi-tivity for what of God's future is just over the horizon. Intuiting the source and goal of the divine good working in the world, their faith vi-sion focuses more on the da~vning of God's presence than on its fruition in the present. To paraphrase Karl Rahner, they are among the first to catch the glimmer of the morning light on the far mountain which will eventually turn into the brilliance of day. ~6 Following him again, these are the eschatologically inciined believers whose intimations of God's grace which comes from beyond the world creates the saving tension with those disciples whose more incarnationa[ faith celebrates the pres-ence of that grace already come. ~v Two signs of the times which in an obverse way recommend the Navi-gator are the sleek idol-making machines of secularism and materialism. To those driven by them, all observable ~:eality is explainable in terms of itself, and things (including persons perceived as things) hold the high ground of ultimacy. To counteract this massive message, there is great need for the relativizer, the individual who cherishes the good of this world but who also spots its incompleteness and inability to save. These are the ones who catch the presence of the world-to-come in the midst hnages of Religious Life / 365 of the world-that-is-here and so can accept the graciousness of the pres-ent while rejecting its different pretensions to absoluteness. Groups who can "name grace''~8 because they know the difference between groundings which are ultimate and penultimate help save a world which too indiscriminately mixes the two. And indeed, has it not always been one of the liberating functions of religion to lead people into places where, in one writer's imagery, "they can transcend the mazeways they have known to glimpse new visions of what may be"?~9 If this metaphor again seems an old friend, it is because it carries strains of both a classic description of religious communities and of a strong trait in the spiritual experience of their founders. Magisterial docu-ments depict religious orders as witnesses to the world-to-come, as fore-tastes of the kingdom's fullness, and as apostles of the transcendent.2° The innovative apostolic strategies of founding women and men sprang from their ability to see the world which hemmed in their contemporar-ies against the backdrop of the better one illuminated by the light of the coming kingdom. The ancestry of religious life is heavily eschatologi-cal. Witness to that faith-dimension is needed in every age but for the reasons discussed above crucially so in this one. The community which images itself as Navigator values discern-ment. As a group it not only spots the religious possibilities and then im-plements them, but lays explicit hold of the power and source of its vi-sion. It is a mobile group, able to roam free, and has a lower than usual need for the security and predictability of set roles. Its critique of the status quo will disturb those less attuned to the future and it will line up more quickly with other visionaries in the world and Church. For all its sensitivity, such a community also has its limits. Naviga-tors can so focus on the land over the horizon that they miss some of the places they travel through in the present. Eschatological types have their eyes on the better world ahead and tend to be impatient with the slow birthing process needed to bring that world to light of day. In the lan-guage of psychology, they can be perfectionistic, enamored of the ideal, and intolerant of development toward it. In theological talk, they are tempted to angelism, imagining they can detour around the process of history instead of laboriously going through it.2~ Often enough, naviga-tors need to be brought back down to the agitated ocean surface and re-learn the wisdom of the journey itself. Enter the next image, a specialist in the art of journeying. The Lean and Light Remnant The title draws the scene for this third metaphor. It is the Israelite 366/Review for Religious, May-June 1990 people on a long and ragged trek across the desert. Their march this time is not toward the new Promised Land but toward their old one, having just been released from their captivity in Babylon and now heading back to rebuild a ruined Jerusalem. They have little to carry because recent slaves do not amass many possessions. They rely on no social standing other than the dubious kind of the refugee. Most telling, because so many of their kin fell off the trail on the way to Babylon or chose to remain behind there, their numbers are hardly the kind to pose a threat to world order. For all that, they are grateful for their station because they have learned from their experience and their prophets that dispossession and pilgrimage have a way of opening hearts to Yahweh. They are the Remnant. Not lamenting their losses nor ashamed of their smallness, they are in some measure even glad for them because these deprivations have proved to be better teachers about what counts before their God than the power they wielded generations ago. These travelers have no preten-sions of overwhelming their world with multitudes or even talent. What they have to offer is what they are constan,tly aware of receiving, the di-vine mercy and sustenance. At best, they see themselves as catalysts, tiny enzymes in a large mass, invisible and unobtrusive. They are satis-fied on the circumference of society because their ordeal has convinced them that circumferences can often enough in God's eyes be near the cen-ter. The fit between Remnant and the orders of the 1990s is the obvious demographic one of diminishment. Not just on the way, smallness is al-ready here. To begin to extol the benefits of shrinkage at such a time could be written off as a kind but unreal attempt to console the dying, a thought which most likely occurred to Babylon-bound Israelites as they heard the same sentiment from their preachers. But to at least some of them, the truth of the claim proved itself over time. That proof is being given again today in a number of testimonies to the spiritual good which can come of vulnerability and powerlessness. One especially forceful witness is given by the liberationists who in their own pragmatic way have unearthed the riches at the margins. The poor evangelize the wealthy, the no-accounts unlock the Gospel's mean-ing for people of consequence, the small, ordinary, and forgotten ones are revealed as standing at the hub of the kingdom's activity. The very meaning of insignificant is transposed. Another more quiet testimony comes from Jean Vanier and his years of living with the handicapped.22 These sociologically most invisible of Images of Religious Life / :367 people have their own ways of making very visible the presence of grace in creation. The precariousness of their existence and their survival-need for the compassion of others lays bare the essence of how it is be-tween God and all of humanity. Such little people, when cared for and allowed to progress on their own terms, turn out to be large gifts to the caretakers. Gospels such as these are advancing the claim that diaspora time is the spiritually best time. Facing the onset of their own smallness, reli-gious communities could do worse than take to heart this winter spiritual-ity. In its bleakness they might come to see another kind of beauty and in its silence a call to a more anonymous style of influencing the world around them. Is this not the climate in which most all orders and con-gregations began? In the desert where smallness reveals itself as bless-ing by keeping the group real, minority status does not allow social and numerical superiority to figure in its estimation of success. Pilgrim com-munities of the coming decades will have both grieved the loss of high visibility and learned better to rely on their own inner experience as sus-tainer and guidepost. Like the tiny band of emigres approaching the out-skirts of Jerusalem, they will recognize their smallness as the lean and light condition which best suits them for the task of building their old/ new city. Scripture experts tell us that when the exiles entered the settlement, they found others already there, both their own who had been left be-hind as well as others who over the decades had wandered in. To move to our final metaphor, we add the following piece of imagination. Because the project of reconstructing the Temple and city would re-quire more arms than these pilgrims could supply, they realized they needed the help of the resident aliens. But the Jews also noted that these foreigners possessed building skills different from their own which might add much beauty to the final product. The New Jerusalem could better be built collaboratively. The last image is at hand. The Square Dance The picture here is of a swirling group, moving to the rhythm of the same tune and the shouts of the one caller. The dancers begin as a single couple, then join larger and still larger circles, change to other partners along the way, then come back to the original two--and repeat the cycle again and again. While at the beginning the steps and switches are a bit ragged and the caller's instructions hard to understand, the promenaders do not drop out because the energy spreading across the floor has caught them. They know best the partners they came with, but they also know 368 / Review for Religious, May-June 1990 how much more dance there is when they can join hands with other cir-cles and be part of the bigger whirl in the room. They trade some of the freedom of couple-dancing for the chance to be part of something larger to which they now know they can contribute. The dance metaphor speaks of new ways for the religious communi-ties to be together, both with themselves and with others. Beginning within the circles of their own congregations, they move out to other prov-inces and communities, to laity, to their natural families, couples, friends outside their order, co-workers, to other Infiltrators, Navigators and Remnants both Christian and non. The image encourages them to listen for the rhythm which matches the cadence of their own religious experi-ence no matter where in society it is sounding. With a graciousness, they let go the hands of the community partners with whom they began so that these too are free to step off into the bigger enterprise. But they are also happy to welcome them back when the time for regrouping comes round again. Each member of the congregation sacrifices some independence, convinced that the overall cause is worth the initial unsettlement and risk. The sign of the times for Square Dance is quite simply its present existence. Many congregations have already moved the borders on their maps of inclusion. Associates, service corps, laymission extensions, in-terprovincial apostolates, joint ventures by men's and women's branches of the same order all testify to the shifting sense of what it means to be-long. If the initial enthusiasm for widening circles produced some overly fluid boundaries, it did enlarge perceptions of membership. This stretch-ing permitted groups to recognize certain natural allies outside their walls who were in effect anonymous carriers of the community charism. A more recent attempt to strike a better balance between centrifugal and cen-tripetal forces has sought to tie tighter but still flexible bonds between the members. One fine instance is the recent essay by George Wilson which tracks the sharp change in attitudes of Jesuits about inclusion.-~3 The image of a single closed circle embracing all the spiritual, profes-sional, familial, apostolic, and even recreational aspects of communal life has largely been supplanted by another of many smaller circles, some not connected to each other and most tellingly not to the Jesuit one. Be-longing no longer means fitting everything inside the one ring of total community but rather negotiating between the different circles (for ex-ample, professional societies, local living group, non-Society friends both male and female, the world Jesuit fellowship, and so forth), espe-cially between those of one's primary and secondary commitments. hnages of Religious Life / 369 Useful as it is on the intra-community level, a Square Dance model also serves the wider society, Any truly collaborative venture on behalf of issues other than the group's self-preservation is a prophetic word to a culture so tilted away from the ability to cooperate by the weight of individualism. And could it not also be that arguments within religious communities themselves against widening the circle (phrased at times as the loss of needed autonomy or dilution of our special spirit) are partially an echo of the privatist bias in the wider society? Whatever the case, the move to collaborate for reasons beyond self-interest is not only evangeli-cally countercultural, but hearkens back to that surrender to something greater which gave rise to the religious movement in the first place. People of the Square Dance have a mind for the communal. The op-posite of in-house types who require the safety of same-sex, walled-off environments, they still maintain primary loyalties to their own, Their toleration for fluidity in boundaries is high. They have opted to learn ne-gotiation between different memberships rather than to close ranks around the one. This insight that collaborative communities are in a position to infil-trate the individualistic culture completes the circle. The Square Danc-ers widen the Remnant's sphere of influence. Both look to the Naviga-tors for the source and direction of their projects. And all three join in the Infiltrator's attempt to bring the depth of the kingdom to the shallow places of the world. It is time to conclude. Conclusion Nearly twenty years ago when reflecting on the spirituality of the fu-ture, Karl Rahner predicted that whatever forms it takes, it "will remain the old spirituality of the Church's history."24 He meant that even though the relationship between the different parts of Christian existence will shift, its essential elements (for example, adoring the incomprehensible God, following the suffering and triumphant Lord, protesting the world's forms of wealth, power, and pleasure, living within the Church, and so forth) will remain. In a somewhat reverse way, the same holds true for the different images of religious life with which we have been playing. These paradigms do not submerge those components which the recent Vatican document termed "Essential Elements,''25 but they do recon-figure them. Communal living, for instance, is linked to mission in a much different way in a Square Dance framework than it had been in more tightly inclusive forms of the Augustinian one-heart-and-one-spirit tradition. It is precisely that repatterning which makes all the dif-ference. For it allows religious the suppleness not only to set new courses 370 / Review for Religious, May-June 1990 by the waves of the future moving past them, but also to take conscious advantage of the momentum those waves contain. To return to Rahner, religious life will and will not remain the same. Its refounders are those people who through freshly imaging its possibilities will keep the reli-gious movement intact and at the same time reshape it into its most us-able form for the coming age. The overall interplay between the images seems an apt point on which to conclude. The Remnant calls the Infiltrator to remember the hum-ble conditions under which the message is given; the Infiltrator in turn cautions the Remnant against enshrining smallness as a value unto itself. The Navigator supplies the direction for the Infiltrator; the Infiltrator pow-ers the boat which the Navigator might be content only to steer. All three are vitalized by community living, but now expanded into its Square Dance form. Our attempt has been to suggest culturally relevant paradigms which might anchor 'newly emerging syntheses for religious life. If these par-ticular ones do not speak to individuals or communities, they might at least trigger the power of other imaginations to discover even deeper ly-ing metaphors which can again hold the center for this ancient and ever new blessing in the Church. NOTES ~ Thomas Clark, "Religious Leadership in a Time of Cultural Change," Religious Life at the Crossroads, David Fleming, ed. (New York: Paulist Press, 1985), p. 169. 2 In Search of History (New.York: Harper and Row, 1978). 3 Habits of the Heart (New York: Harper and Row, 1985). 4 The Emerging New Class (New York: The Pilgrim Press, 1986). 5 "Religious Life Of The Future," Origins, Sept. 22, 1988 (Vol. 18, no. 15) pp. 234-239. 6 For a general sketch of this school and its leading proponent, Jaques Derrida, see Religion and Intellectual Life, Wint
This report on Sudan's Investment Climate Assessment (ICA) provides a baseline assessment of challenges to productivity, diversification and inclusion. Chapter 1 describes some of the questions underlying the three issues of competitiveness, diversification and broad-based growth. Chapter 2 analyzes firm performance and competitiveness. Chapter 3 discusses markets and trust. Chapter 4 describes the role of the financial sector. Chapter 5 analyses the informal sector. Chapter 6 discusses the conflict-affected private sector development. Chapter 7 discusses regional inclusion, and Chapter 8 makes some preliminary conclusions and recommendations.
Author's introductionAlthough criminologists have long dominated the field of school violence research, there has been a growing body of research by cultural sociologists in this area as well. In many ways, a cultural approach to understanding school violence has taken school violence beyond the realm of just criminal and physical acts of violence. These scholars have begun to examine verbal, emotional, sexual, and racial expressions violence, as well as violence that is perpetuated by institutions, what Bourdieu has called symbolic violence. Courses that take this perspective explore how cultural concepts, or what Swidler calls a 'cultural toolkit', can be used as a lens for analyzing the experiences and practices of school violence. This can include, for example, an examination of how the dominant American ideology of meritocracy and competition can foster fights between middle school students, or how a feminine identity might push girls to be relationally aggressive towards each other rather than physically aggressive. In this regard, cultural sociology broadens our understanding of what constitutes school violence to uncover a wide spectrum of behaviors, attitudes and beliefs that may indeed lead to more overt expressions of violence. In doing so, a cultural approach can also help educators rethink discipline policies that have been created to resolve this social problem.Author recommendsSwidler, Ann 1986. 'Culture in Action: Symbols and Strategies.'American Sociological Review51: 273–86.Swidler's concept of a cultural toolkit provides a strong foundation for any cultural sociology course. Swidler defines a cultural toolkit as the symbols, stories, rituals, beliefs, ideologies and practices of daily life through which people use to shape their behavior. This paper presents a broad understanding of culture, which Swidler argues is not a unified system, but rather a set of complex and changing concepts from which we select different pieces from in order to construct different strategies of actions. When considering cultural approaches to school violence, it is useful to consider this broad definition of culture.Henry, Stuart 2000. 'What is School Violence? An Integrated Definition.'Annals of the American Academy of Political and Social Science567: 16–30.Henry provides a definition of school violence that transcends physical violence and interpersonal violence between students to include psychological, emotional, ethical and moral violence that occurs not only between students, but also includes harm committed by teachers and organizations against students. This latter form of harm can include tracking, school security, sexual harassment, or essentially anything that hinders the creativity, learning and academic success of a student. Henry argues that school violence must include symbolic violence, which he defines as the use of authority, power, and coercion to dominate an individual or group of people.Ferguson, Ann Arnett 2000. Bad Boys: Public Schools in the Making of Black Masculinity. Ann Arbor, MI: University of Michigan Press.Ferguson builds on Bourdieu's concept of symbolic violence and Foucault's theory of disciplinary power to examine an intervention program for 'at‐risk' students, which was comprised of mainly 5th and 6th grade African‐American males. Her ethnography provides a great example of the benefit of using a cultural approach to studying violence, discipline and punishment in schools. For example, Ferguson argues that fighting among boys should be seen as a symbolic expression of masculinity and a space for boys to do emotional work, as well as a site for the production of power and a form of resistance to authority. Her work also explores how teachers and administrators can enact a form of symbolic violence onto students. She observed how the cultural behaviors of African‐American boys, for example, their use of Black English, was often translated by the teachers as 'problem behavior' and resulted in their label of 'Troublemaker'. Such labels often condemned the boys to the bottom rung of the social order and negatively impacted their academic success.Spina, Stephanie Urso, ed. 2000. Smoke and Mirrors: The Hidden Context of Violence in Schools and Society. New York, NY: Rowan and Littlefield.This edited collection examines school violence as a complicated and multi‐faceted phenomenon, exploring how political, economic, ideological and discursive practices contribute to school violence. This interdisciplinary book includes chapters from Donna Gaines, Henry Giroux, Peter McLaren, Stanley Aronowitz, and Paulo Freire and Donald Macedo. The authors expand the definition of violence by arguing that youth violence, adult violence and societal violence are all intricately connected, and therefore prevention of school violence would requires educators to move beyond reform that only takes place in the school system. Instead, violence prevention needs to implore a broader strategy for change that includes schools, families, communities, and beyond.Brown, Lyn Mikel 2003. Girlfighting: Betrayal and Rejection among Girls. New York, NY: New York University Press.Mikel Brown conducted qualitative interviews with more than 400 girls from first grade through high school who were from different economic, racial and geographic backgrounds. She begins the book by analyzing the cultural messages that girls receive in the media; messages and images that she argues provide girls with a context for fighting among their peers. She draws on Paulo Freire's notion of horizontal violence to look at how girls' meanness to other girls is a result of their struggle to make sense of gender‐saturated images of beauty and heterosexuality that often reinforce their subordinate status in the world. Girlfighting then becomes an avenue to power for young girls in a culture that is rife with sexism. Unlike many other recent books on relational aggression among girls, Mikel Brown interrogates the complicated intersections of race, ethnicity, and class as it relates to girlfighting.Casella, Ronnie 2001. 'Being Down': Challenging Violence in Urban Schools. New York, NY: Teachers College Press.Casella's ethnography of Brandon High School, a small city school in a diverse neighborhood in upstate New York, takes a cultural‐ecological approach to school violence, capturing systemic, interpersonal and hidden forms of violence. He provides a thoughtful critique of intervention strategies that have been created to deal with school violence, such as peer mediation programs, the use of police officers in the hallways, and D.A.R.E. programs, because these programs only address individual acts of violence and do not account for the realities of urban environments, prejudice, economic injustice and poverty that underlie and contribute to school violence.Merten, Don E. 1994. 'The Cultural Context of Aggression: The Transition to Junior High School.'Anthropology and Education Quarterly25(1): 29–43.Don Merten has published several articles that provide a useful framework for examining aggressive behavior from a cultural standpoint. The data from this article come from a larger ethnographic project of predominantly middle class students in a suburban area who recently transitioned from elementary to junior high school. Merten argues that middle class culture promotes and celebrates individualism, success and hierarchy, which in turn creates a culture that promotes aggressive behavior among students, because students learn that meanness can be an easy avenue for gaining power and status in the hierarchy of cliques in schools.Morris, Edward 2005. '"Tuck in that Shirt!" Race, Class, Gender and Discipline in an Urban School.'Sociological Perspectives48(1): 25–48.Morris draws on Bourdieu's classic reproduction theory to look at the relationship between cultural capital and bodily discipline as it relates specifically to clothing styles and manners. This article is based on an ethnographic study of an urban middle school in Texas that recently enlisted a 'Standard Mode of Dress' uniform policy. The regulation of dress became a constant source of conflict between the students and staff at the school, but had the most punitive effect on poor and racially ethnic minority students, whose cultural styles tended to be negatively stereotyped by the teachers. These students were more likely to punished for violating the policy, even though all social class and racial groups, to some degree, violated the policy. This harsher punishment engendered resistance and alienation among the minority students, which Morris argues had the potential of pushing these students away from school, further reproducing the very inequalities that the school was trying to change.Online materials http://nces.ed.gov/programs/crimeindicators/crimeindicators2008/ The National Center for Education Statistics puts out an annual report on indicators of School Crime and Safety. The indicators in this report are based on information drawn from a variety of data sources, including national surveys of students, teachers, and principals. The report covers not just overt forms of school violence, such as bringing a weapon to school, fighting, and teacher injuries, but also covers bullying, victimization, student perceptions of school safety, and availability and use of drugs and alcohol. http://www.cdc.gov/HealthyYouth/yrbs/index.htm The Youth Risk Behavioral Surveillance System is a school‐based survey conducted by the Centers for Disease Control and Prevention. The survey is conducted every 2 years and provides a representative sample of 9th through 12th graders in public and private schools in the United States. The YRBSS asks a wide variety of questions, but most relevant to school violence include self‐reported responses about behaviors that might lead to unintentional injuries and violence, such as carrying a weapon to school, being threatened by a weapon or being in a fight on school grounds. These data serve a useful comparison between student self‐reporting of violent behavior and school reporting of incidents of school violence. http://www.sshs.samhsa.gov/default.aspx The Safe Schools/Healthy Students website is a federal initiative by the U.S. Departments of Education, Justice, and Health and Human Services. It provides many useful resources, including links federal reports on school safety, a list of related websites, and video podcast discussions of school violence that can be used in the classroom. http://www.hrw.org/legacy/reports/2001/uslgbt/toc.htm 'Hatred in the Hallways: Violence and Discrimination against Lesbian, Gay, Bisexual and Transgender Students in U.S. Schools' is a report conducted by the Human Rights Watch. Data consists of interviews with 140 students, ages 12–21, and 130 parents, teachers, administrators and counselors across seven states, in every region of the U.S. The findings discuss a broad spectrum of violent behavior, including verbal harassment, homophobia, and physical violence. It can be useful for classroom discussion because each finding section of the report includes a 'case study' of one of the participants with direct quotes from their interview. http://www.aauw.org/research/hostile.cfm 'Hostile Hallways: Bullying, Teasing and Sexual Harassment in School' is a national report conducted by American Association of University Women on 8th to 11th grade students. The study found that 8 in 10 students experienced some form of harassment during their time in school. Both the executive summary and entire report are available to download on the website.Sample syllabusCourse outline and selected reading assignmentsSection 1: Introduction to cultural sociologyDefining CultureSwidler, Ann 1986. 'Culture in Action: Symbols and Strategies.'American Sociological Review 51: 273–86.Jepperson, Ronald and Ann Swidler 1994. 'What Properties of Culture Should We Measure?'Poetics 22: 359–71.Cultural Capital and Symbolic ViolenceBourdieu, Pierre and Jean‐Claude Passeron 1977. Reproduction in Education, Society and Culture. London: Sage.Lareau, Annette, and Elliott B. Weininger 2003. 'Cultural Capital in Educational Research: A Critical Assessment.'Theory and Society 32: 567–606.Reproduction TheoryMacLeod, Jay 1987. Ain't No Makin' It: Aspirations and Attainment in a Low Income Neighborhood. Oxford: Westview Press. Read Chapter 2, 'Social Reproduction in Theoretical Perspective.' Pp. 11–24 and Chapter 8, 'Reproduction Theory Reconsidered,' pp. 135–54.Cultural PedagogyGiroux, Henry 2000. 'Representations of Violence, Popular Culture and Demonization of Youth.' Pp. 93–105 in Smoke and Mirrors: The Hidden Context of Violence in Schools and Society. Edited by Stephanie Urso Spina. New York, NY: Rowan and Littlefield.Section 2: Broadening the definition of school violenceHenry, Stuart 2000. 'What is School Violence? An Integrated Definition.' Annals of the American Academy of Political and social Science 567: 16–30.Watkinson, Ailsa 1997. 'Administrative Complicity and Systemic Violence in Education.' Pp. 3–24 in Systemic Violence in Education: Promise Broken. Edited by Juanita Ross Epp and Ailsa M. Watkinson. Albany, NY: State University of NY Press.Urso Spina, Stephanie 2000. 'Violence in Schools: Expanding the Dialogue.' Pp. 1–40 in Smoke and Mirrors: The Hidden Context of Violence in Schools and Society. New York, NY: Rowan and LittlefieldCasella, Ronnie 2001. 'What is Violent about School Violence? The Nature of Violence in a City School.' Pp. 15–46 in Preventing Violence in Schools: A Challenge to American Democracy. Edited by Joan Burstyn. Mahwah, NJ: Lawrence Erlbaum Associates.Elliott, Delbert S., Beatrix Hamburg, and Kirk R. Williams 1998. 'Violence in American Schools: An Overview.' Pp. 3–30 in Violence in American Schools. Edited by Delbert S. Elliott, Beatrix A. Hamburg, and Kirk R. Williams. Cambridge, UK: Cambridge University Press.Newman, Katherine 2004. Rampage: The Social Roots of School Shootings. NY: Basic Books. Read Part I, Chapters 1–3, pp. 3–76.Section 3: Ideology and aggressionMerten, Don 1994. 'The Cultural Context of Aggression: The Transition to Junior High School.'Anthropology and Education Quarterly, v. 25 (1): 29–43.Willis, Paul 1977. Learning to Labour: How Working Class Kids Get Working Class Jobs. Farnborough, England: Saxon House.Newman, Katherine 2004. Rampage: The Social Roots of School Shootings. NY: Basic Books. Read Part II, Chapters 4–7, pp. 77–178.MacLeod, Jay 1987. Ain't No Makin' It: Aspirations and Attainment in a Low Income Neighborhood. Oxford: Westview Press. Read Chapter 6, 'School: Preparing for Competition,' pp. 83–111.Devine, John 1997. Maximum Security: The Culture of Violence in Inner‐City Schools. Chicago: University of Chicago Press. Read Chapter 1, 'Schools or 'Schools'? Competing Discourses on Violence,' pp. 19–46.Section 4: Cultural scripts – masculinityKimmel, Michael S. and Matthew Mahler 2003. 'Adolescent Masculinity, Homophobia, and Violence.'The American Behavioral Scientist 46(10): 1439–58.Ferguson, Ann Arnett 2000. Bad Boys: Public Schools in the Making of Black Masculinity. Ann Arbor: University of Michigan Press. Read Chapter 4, 'Naughty by Nature,' pp. 77–99 and Chapter 6, 'Getting into Trouble,' pp. 163–96.Bender, Geoff 2001. 'Resisting Dominance? The Study of a Marginalized Masculinity and its Construction within High School Walls.' Pp. 61–78 in Preventing Violence in Schools: A Challenge to American Democracy. Mahwah, NJ: Lawrence Erlbaum Associates.Klein, Jessi and Lynn S. Chancer 2000. 'Masculinity Matters: The Omission of Gender from High‐Profile School Violence Cases.' Pp. 129–62 in Smoke and Mirrors: The Hidden Context of Violence in Schools and Society. New York, NY: Rowan and Littlefield.Section 5: Cultural scripts – femininityEder, Donna 1985. 'The Cycle of Popularity: Interpersonal Relations among Female Adolescents.'Sociology of Education 58(3): 154–65.Merten, Don 1997. 'The Meaning of Meanness: Popularity, Competition, and Conflict Among Junior High School Girls.'Sociology of Education 70(3): 175–91.Merten, Don 2005. 'Transitions and 'Trouble': Rites of Passage for Suburban Girls.'Anthropology and Education Quarterly 36(2): 132–48.Artz, Sibylle 2004. 'Violence in the Schoolyard: School Girls' Use of Violence.' Pp. 167–90 in Girls' Violence: Myths and Realities, edited by Christine Alder and Anne Worrall. Albany, NY: State University of New York Press.Morris, Edward W. 2007. ''Ladies' or 'Loudies'? Perceptions and Experiences of Black Girls in Classrooms.'Youth & Society 38: 490–515.Mikel Brown, Lyn 2003. Girlfighting: Betrayal and Rejection among Girls. NY: New York University Press.Section 6: Culture resources and school violence – languageLanguage and Symbolic ViolenceFerguson, Ann Arnett 2000. Bad Boys: Public Schools in the Making of Black Masculinity. Ann Arbor: University of Michigan Press. Read Chapter 7, 'Unreasonable Circumstances,' pp. 197–226.Youth Talk about ViolenceDiket, Read M. and Linda G. Mucha 2002. 'Talking about Violent Images.'Art Education March: 11–7.Morrill, Calvin, Christine Yalds, Madelaine Adelman, Michael Musheno, and Cindy Bejarano 2000. 'Telling Tales in School: Youth Culture and Conflict Narratives.'Law & Society Review 34(3): 521–65.Burman, Michele 2004. 'Turbulent Talk: Girls Making Sense of Violence.' Pp. 81–103 in Girls' Violence: Myths and Realities. Edited by Christine Alder and Anne Worrall. Albany, NY: State University of New York Press.Obidah, Jennifer 2000. 'On Living (and Dying) with Violence: Entering Young Voices in the Discourse.' Pp. 49–66 in Smoke and Mirrors: The Hidden Context of Violence in Schools and Society. New York, NY: Rowan and Littlefield.Section 7: Culture resources and school violence – clothingClothing and School Safety DebatesHolloman, Lillian and Velma LaPoint, Sylvan I. Alleyne, Ruth J. Palmer, and Kathy Sanders‐Phillips 1996. 'Dress‐Related Behavioral Problems and Violence in Public School Settings: Prevention, Intervention, and Policy—A Holistic Approach.'The Journal of Negro Education 65(3): 267–281.Stanley, M. Sue 1996. 'School Uniforms and Safety.'Education and Urban Society 28(4): 424–35.Gereluk, Dianne 2008. 'Limiting Free Speech in the United States.' Pp. 41–64 in Symbolic Clothing in Schools: What Should Be Worn and Why. New York, NY: Continuum.Brunsma, David L., ed. 2006. Uniforms in Public Schools: A Decade of Research and Debate. Lanham, MD: Rowman & Littlefield Education.Clothing, School Policies and Symbolic ViolenceHorvat, Erin McNamara 1999. '"Hey, Those Shoes are Out of Uniform": African American Girls in an Elite High School and the Importance of Habitus.'Anthropology and Education Quarterly 30(3): 317–42.Morris, Edward 2005. '"Tuck in that Shirt!" Race, Class, Gender and Discipline in an Urban School.'Sociological Perspectives 48(1): 25–48.Ferguson, Ann Arnett 2000. Bad Boys: Public Schools in the Making of Black Masculinity. Ann Arbor: University of Michigan Press. Read Chapter 3, 'School Rules,' pp. 49–73.FilmsTough guise: violence, media, and the crisis in masculinity (2002)This Media Education Foundation film explores the relationship between popular culture and the construction of violent masculinity. Of particular relevance to this class, the film examines how the construction of masculinity relates to school shootings. The film is directed by Sut Jhally and narrated by Jackson Katz. This film could be used in the section Cultural Scripts – Masculinity.Wrestling with manhood: boys, bullying and battering (2004)This Media Education Foundation film, written and directed by Sut Jhally, examines the relationship between professional wrestling and the construction of masculinity. The film looks at how wrestling contributes to homophobia, violence against women and bullying in school. This film could be used in the section Cultural Scripts – Masculinity.School violence: answers from the inside (2000)This film originally aired on PBS''In the Mix,' a television series created by and for teens. The film examines stereotyping and conflict in schools through the eyes and voices of teenagers attending a diverse suburban high school. This film could be used in the section Cultural Resources – Language.The killer at Thurston high (2000)This PBS Frontline film focuses on Kip Kinkel, who in 1998, at the age of 15, shot his mother and father, and then opened fire at his school in Springfield, Oregon, killing two and injuring 25. He is currently serving 111 years in prison. The film provides an understanding of the tragedy through multiple viewpoints, including interviews with Kip's sister, teachers and psychiatrists. This film could be used in the section Broadening the Definition of School Violence.Mean girls (2004)Written by Tina Fey and based on Rosalind Wiseman's book, Queen Bees and Wannabes: Helping Your Daughter Survive Cliques, Gossip, Boyfriends, and Other Realities of Adolescence, this fictional account of 'mean girls' is a film that most college students will be familiar with. Clips from the film can be used in the section Cultural Scripts—Femininity to begin a discussion about relational aggression between girls in schools. It can also be used to examine the role that racism and classism play in our public perception of violent behavior, particularly since 'mean girls' in this film tend to be constructed as white and upper class, whereas in contrast, 'violent girls' in film have historically been constructed as poor, young women of color.Project ideas1. Social Policy and Intervention. This assignment is intended to get students critically thinking about how educators approach school violence. Have students pick either a national intervention program, such as D.A.R.E., or a local school policy created to deal with school violence. Begin by analyzing how school violence is defined and what type of intervention/prevention is being proposed. Require students to use a cultural approach to understand and critique the policy. In writing the paper, students should consider the following questions. How would a cultural sociologist define violence? What types of violence are missing from this policy? How would this policy be different if it took into account a cultural approach? The book, 'Being Down': Challenging Violence in Urban Schools (2001) by Ronnie Casella provides a good background resource for completing this assignment.2. Observation Project: Clothing and School Safety. Students will begin by gaining permission to observe at a local middle school or high school. Begin by analyzing the school policy towards clothing. Some schools might have an official uniform policy, whereas others might have policies regarding certain types of clothing (i.e. gang clothing, clothing with profanity, etc.) Next, spend several days observing students in non‐classroom settings, like the hallways, cafeteria, bus or playground. Take detailed fieldnotes. Pay particular attention to the clothing that students wear, any discussion made about clothing by either students or teachers, the relationship between clothing and identity, how clothes are used as a site of resistance, and how clothes might cause conflict between students, or between students and teachers. (You may also want to informally interview students about their perception of the school's policy on clothing, how they negotiate rules about clothing, and how they see clothing policies as contributing to conflict and violence, as well as school safety.) As a class, develop a coding scheme for the fieldnotes. Each student will then individually write an analysis paper on the relationship between clothing, conflict, discipline policies, and school violence.3. Mean Girls: Examining Relational Aggression in Schools. There has been much public attention in recent years to 'mean girls.' As a class, view the film Mean Girls during the course section, Cultural Scripts – Femininity. As a class, develop an interview guide with about six open‐ended questions (i.e. What were your experiences with 'mean girls' in high school? How did you or a close friend deal with being the victim of relational aggression? To what extent did you ever participate in being a 'mean girl'? How did teachers at your school respond to relational aggression between girls?) Next, have students interview six female students using the class interview guide. Students can work individually or in groups to write a paper that compares and contrasts the social construction of mean girls in the film with the actual perceptions of mean girls from their research participants. The analysis should be grounded in the social science research that students are reading on relational aggression.
Issue 25.2 of the Review for Religious, 1966. ; Sanctification through Obedience by Charles A. Scldeck, C.S.C. 161 Decree on the Eastern Catholic Church~ by Vatican Council II 235 The Church's Holiness and Religious Life by Gustave Martelet, ~q.J. 246 Division of a Province by Albert A, Reed, C.PP.S. 269 The Young Religious and His Poverty by William M. Barbieri, S.J. 288 Religious Rule and Psychological Development by John W. Stafford, G.S.V. 294 Obedience and Subsidiarity by Kevin D. O'Rourke, O.P. 305 Religious Censorship of Private Communications by James Gaffney, S.J. 314 Survey of Roman Documents 320 Views, News, Previews 324 Questions and Answers 330 o Book Reviews 335 CHARLES A. SCHLECK, C.S.C. Sanctification through bedi en ce In the mind of the early Christians the practice of obedience was always considered as somehow or other essential, as necessarily included in their response to God's prevenient redeeming love. A study of the New Testament would reveal that obedience was seen as col-lective; it was an obedience that centered around the submission of the Ghurch to Christ. The members' of the Church, the earthly body of the glorified Christ, were on a voyage during which they were called upon to obey their guide, Christ speaking to them especially through the authorities he had established in the Church.x They considered themselves to be under the authority of the new commandment of charity, such that the accomplish-ment of this commandment included the accomplish-ment of all the others.~ They saw the primary exemplar of their life of Christian obedience in the person of Christ Himself. Every work of His life, all His life, is an ¯ act of obedience to the will of His Father.8 Since they considered that all authority came from God4 they were to obey not merely out of fear but from conscience or for the Lord,~ unless this authority attempted to abuse the power that had been given it. Slaves were to obey their masters,~ wives their husbands,7 children their parentsS; yet all were to love Christ even more. In short, according to the New Testament, any life that was truly Christian had to be filled and impreg-nated with obedience of one sort or another, obedience to God, to Christ, to the Church, to the state, to parents, 1 Heb 13:7. ~ Gal 5:14. SLk 22:42; Jn 17:4; Phil 2:8; Rom 5:19; Mt 9:13; 26:52. '.Mr 22:15 ft.; Rom 13:5. Sl Pt 2:13 ft. e Eph 6:5; Col 8:22. ~ 1 Cot 11:3 ft. SEph 6:1; Col 3:20. Father Charles A. Schleck, C.S.C., is a faculty member of Holy Cross Col-lege; 4001 Hare-wood Road N.E.; Washington,. D.C. 10017. VOLUME 25, 1966 161 + + + c. A. $chleck, C.S.C. REVIEW FOR RELIGIOUS to a husband, and so forth. Its characteristic mark was that it be shown to any.of these as to the Lord. It was this which g.ave concrete expressions of obedience their unity. From this it would seem that the entire Christian life in its ensemble was considered to be obedience. For everything in it was thought of as an implicit or formal accomplishment of the divine authoritative will speak-ing through the various organs capable of its revela-tion. The application of obedience for the early Chris-tians, if we are to judge from New Testament writings, was as vast as was the field of charity. In fact any and all obedience was considered as being the fulfillment o? charity in its diverse forms. Once an action was seen as necessary for the life of charity and recognized as such by the moral conscience, it became an obligation in virtue of the obligatory character of the precept of charity.9 It was seen not merely in the light of what we would call the virtue of justice but rather in the light of charity, and as such entered into the theologal life o( the Christian. It was a vital human activity of which God Himself was the object and the motive, and in the perfecting of which God was coactive. It was the life of grace in faith, hope, and love, and as such brought about a personal relationship with God.1° On the other side of the coin, those who were called to exercise authority in the Church were to do so as a service to the community, and this in imitation of the Lord who came not to be served but rather to serve,xl The disciples were chosen by Christ and sent to the children of Israel first and then to all the nations12 so that as sharers in His power they might make all peoples His members by sanctifying them and governing themAz They were given the task of ministering to it always under the guidance of the Lord and of guiding it or di-recting it all days even to the consummation of the world.~4 They were called upon to take up the service of the community, presiding in place of God over the community as shepherds of the flock of Christ; whoever listened to them listened to Christ; and whoever re-jected them, rejected Christ and Him who sent Christ, the FatherJ5 The ministry which these men were to exercise was threefold: the ministry of teaching sound 9See K. Truhlar, s.J., "L'ob6issance des la'ics," in La[cs et vie chrdtienne parfaite (Rome: Herder, 1963), p. 245. tOE. Schillebeeckx, O.P., Christ the Sacrament of the Encounter with God (New York: Sheed and Ward, 1963), p. 16, nQte 14. u Mk 10:45; see also Y. Congar, O.P, Power and Poverty in the Church (Baltimore: Helicon, 1964), pp. 98-9. tO Rom 1:16. tO Mt 28:16-20; Mk 16:15; Lk 24:45-8; Jn 20:21-3. 1~ Mt 28:20. ~Lk 10:16. doctrinele; the ministry o[ sancti[ying17; and the ministry of. governing.~8 It is clear from this that authority is not used correctly whenever it turns into despotism or domi-nation, ae It is meant to be a service of love and in love (agap6) to the community, or a prelacy in the sense of supervision and surveillance for the unification of the community,s0 When we shift our gaze to the "first religious," the fathers of the desert (I think that we can trace the com-munal practice of obedience to this era), we see that for them obedience was one piece in a multitude of things which the ascetic had to be ready to assume in "leaving the world" to test his courage and strength against the temptations of the desert. The reason why this was de-manded was that the heart of an individual was so con-taminated by concupiscences of various kinds that he wo.uld be considered rash if in attempting to reach the perfection of the following of Christ he did not rely on or seek the direction of others in a spirit of humility. Obedience was considered as merely a kind of corollary of a frank soul testifying to its confidence in a spiritual master from whom advice was sought. It was an element of interior perfection and could almost have been re-duced to the practice of humility as a means of putting to death whatever was inordinate in the self-will of an individual. This desire to "follow Christ radically" was not what we often imz'gine it to be--a purely personal and inti-mate relationship with Christ. In the spirituality of the father of the monks, Antony, the "following of Christ" embraced a form that we would find extremely inter-esting today, Despite the apparent paradox, the imitation of Christ by the first hermits was essentially social. The first goal of those who gave themselves to this way of life was fraternal charity. And they were always pre-pared to see to its observance whenever khis was neces-sary. z~ Those who quickly gathered around Antony did so in an attempt to find the life of the primitive Church, a perfect fraternity, totally subject to the will of the as 2 Tim 4: I ft. 1~ Mt 28:19; 2 Cor 3:8--9. as I Pt 5:2 ft.; Acts 20:28. as Mk 10:42; Lk 22:25. ~o For all his insistence on the role of authority as ministry or service, Paul also referred to it as having power to make decisions; it is not simply a tool of the governed; see, for example, 1 Cor 7:10, 12,17; 2 Cor 10:8; 2 Th 3:9; Phm 8. The hierarchy has been es-tablished for service which includes teaching, ministry, and govern-ment. This service is in view of the community, in view of building up the Church to the glory of the Father. See P. Anciaux, L'dpiscopat darts l'Eglise (Bruges: Descl~e de Brouwer, 1963), pp. 56-7. a Antony returned to Alexandria to serve the Christians perse-cuted for their faith and serving in the mines. 4. + + Obedience VOLUME 25, 1966 163: ÷ ÷ C. A. Sehleek, C.$.C. REVIEW FOR RELIGIOUS 164 Lord, moving in perfect unity and harmony towards the second coming. This trend was merely more fully in-tensified the more cenobitical these groups became. In the beginning when men came together to live in common, and to follow the teaching of a master and to incorporate themselves more completely into a com-munity of worship and love, the practice of obedience was not regulated by any positive or organic legislation 'as it is today. In fact from the juridical and moral view-point it is difficult to sa~ whether or not the first cenobites were even considered to have vowed obedience to a spiritual father. From all the documentary evidence we have at our disposal it would seem as though the prac-tice of vowed obedience came in with the advent of St. Benedict upon the monastic scene. Yet the practice of obedience for all, hermits and cenobites, appears to have always remained fundamentally the same in its ends or goals. It was always regarded as an instrument for achieving Christian perfection (1) by imitating the ex-ample of the Divine Redeemer and His sacrifice, and (2) by bringing all into unity to constitute a community of worship and love.22 These basic eler~en~s and motives which marked the obedience of the first "religious" should also mark the contemporary practice in religious communities of to-day. The love of Christ, the following of His obedience to the Father, the practice of faith and humility, the desire for ecclesial unity, all of these form the very heart and core of all religious obedience regardless of epoch, place or form, or embodiment. There is, however, one difference that seems to stand out rather clearly in comparing the practice of obedience of modern com-munities with that of their earlier counterparts. And tfiat is~ the functional character of the obedience of the former in contrast with the domestic character of the latter.2n There should be no astonishment at this difference once we consider the environment in which the Bene-dictine life was established. It was set up within the framework of the notion of the Roman paterfamilias who had a rather complete control over those subject to himself, not only the slaves and workers but even over the members of his own immediate family, his wife and his children. For Benedict there was first of all in the monastic ideal, obedience; in fact, we might say there was nothing but obedience. As the Prologu~ of' m R. Carpentier, S.J., "Vers une th~ologie de la vie religieuse," in La vie religieuse darts l'Eglise du Christ (Bruges: Descl~e de Brouwer, 1964), pp. 65-71. m For these expressions, domestic and ]unctional, see J. Leclercq, The Religious Vocation (New York: Kenedy, 1955), pp. 134-5. the Rule states: "Hearken O my son, to the precept of your master, and incline the ear of your heart; willingly receive and faithfully fulfill the admonition of your loving Father, that you may return by the labor of obedience to Him from whom you had departed through the sloth of disobedience., so that renouncing your own will you will take Up the strong and bright weapons of obedience."~4 And again in Chapter 5 the Rule states: "Those who are impelled by the ardent desire of ascending to eternal life for that reason take the nar-row .way.n6t living by their own will or obeying their own desires and pleasures, they walk in accordance with the judgment and command of another; living in communities they desire to be ruled by an abbot." ~5 From the very beginning the Rule of St. Benedict speaks of the abbot who stands in the place of God. And after this it speaks of obedience, the first among the virtues, and of humility which begets obedience. Yet for all this emphasis on obedience, the Rule also indicates quite clearly its norm: the Rule itself. A very definite limitation was placed on the powers of the abbot, which is often forgotten. There was a sense in which the abbot had all the power, and there was another sense in which he had only that power given to him by the Rule. His mission was to make sure that the Rule was observed. But hd had no power to oblige any service not in accordance with the Rule. Moreover, Benedictine obedience was lived within the framework of the monastery. It was a kind of do-mestic obedience, to use an expression. It was obedience within the life of the family and was given to a superior who was always present. It was a hearkening to the voice of him who gave orders. It was an obedience that left what one was doing unfinished as soon as the voice made itself heard. Because it was domestic, Benedictine obedience was very profoundly human. In the monastery the relationship was that of person to person with the flexibility that is to be found in human relations. It did not have the more or less abstract character and regimentary appearance which it took on in later times due to its change in operation. This same interpersonal dimension of monastic or domestic obedience can be seen throughout Benedict's legislation as is evident from the following excerpts: Whenever any weighty matters are to be transacted in the monastery, let the abbot call together the whole community and make known the matter which is to be considered. Hav-ing heard the brethren's views let him weigh the matter with himself and do what he thinks best. It is for this reason that Prologue, Rule oI St. Benedict, § 1. Rule o] St. Benedict, Chapter 5. - 4. 4. ObedienCe VOLUME 25, 1966 165 REV1EWFOR RELigIOUS 166" we said that all should be called for counsel, because the Lord often reveals to the younger what is best. Let the brethren, however, give their advice with humble submission and let them not presume stubbornly to defend what seems right to them, for it must depend rather on the abbot's will so that all obey him in what he considers best. Bu~ as it becomes disciples to obey their master, so also it becomes the master' to dispose all things with prudence and justice. Therefore let all follow the Rule as their guide in everything, and let no one rashly depart from it . Let no one in the monastery follow the bent of his own heart, and let no one dare to dispute insolently with his abbot, either inside or outside the monastery. If any one dare do so, let" him be placed under the correction of the Rule . Let the abbot himself, however, do everything in the fear of the Lord, and out of reverence for the .Rule, knowing that beyond doubt he will have to give an account to God the most just Judge for all his rulings. If however, matters of'less importance having to do with the welfare of the monastery are to be treated of, let him use the counsel of the seniors only, as it is written: Do ~ill things with counsel, and thou shalt not. repent when thou hast done.~ From the moment when congregations or groups of men and women began to exercise apostolates and chari-table works that took them away from the immediacy of the monastery and the contemplative life, obedience began to. assume a different appearance. It became what we might call more functional in operation than do-mestic.: It began to center more and more around the beginnin~ of an action or task than around the actual manner in which it 'was to be carried out. We can say that it came into action when the course or activity was undertaken, leaving to the subject the manner in which it was to be carried out. The superior was free to fix the limits of the task but once the work was started, the religious was left free, at least to some extent, to follow his own initiative. Yet for all this personal initiative on the part of the subject, the entire work and not merely the task assigned was said to come under obedi-ence. I suppose that we find this practice of obedience rather clearly crystallized in the Jesuit approach to this element of religious life. Wishing to form men for service to the Church in all and every circumstance of its life and needs, Ignatius abandoned many forms and observances which were characteristic up to that time. In regard to obedience he attempted to give his fol-lowers a personal formation that would enable them to preserve their religious character and ideals without many of the external supports that were found in the monastic version of the religious life. His religious were to have such a strong character formation that they would be able to manage without any support, would undertake any responsibility, and would remain faithful ~ Rule of St. Benedict, Chapte~ 5 and 3. to their vocation under any and all circumstances by reason of the depth of their interior life. Yet they would be so trained in obedience that they could be en-trusted with or relieved of any function or activity at any given moment or sent to the ends of the earth with-out previous warning or explanation. As we can see, such obedience might seem to be less human to a certain extent, less interpersonal than that of the monastic version.2~ Yet it is not less radically detached. In fact, it is even more detached than that of the monastic type. For a Jesuit, ideally, can have no other attachment .than to the will of God and to His glory which is represented by an obedience the object of which is frequently that of undertaking rather serious responsibilities. He must be ready for every responsibility and yet at the same time be ready to give up without delay or discussion work to which he may have devoted, himself unreservedly for years. And quite recently Pope Pius XII asked them to continue to form their men in this same spirit of obedi-ence. 2s This form of functional obedience has been the state-ment of this practice of the religious life for most reli-gious communities since the arrival of the Jesuits. The only other development that has come on the scene in recent years is its statement or expression within the framework of secular institutes. Here a more free type of obedience is exercised, but basically it would seem to be merely an extension of the functional obedience which we have just described, From this it should be clear that evangelical obedience or religious obedience as well can be and has been em-bodied in different expressions or statements. These are or have been brought on by the demands of the Church peculiar to different epochs. Yet as we shall see later on in ~ Ignatius was quite understanding of his religious. When Father Nadal entered the Society at about the age of thirty-five Ignatius gave him a particularly pleasant room, had him dine with himself frequently, took him out walking, and chatted with him quite fre-quently. When. asked why, he answered that a temperament like Nadal's had to be treated with a soft touchl It is also recorded of him that he said on one occasion: "I have a great desire for a general indifference in all; and so presupposing obedience and ab-negation on the part o[ the subject, I find it very good to ]ollow his inclinations." When he wished to send one out to study or to a distant assignment or give him some rather heavy task he examined the person to find out what he was most inclined to; and then, if he found an obedient man, accommodated himself to his inclina-tions. See E. Polit, S.J., Per[ect Obedience (Westminster: Newman, 1947), p. 160. ~ Address to the General Congregation, 1957: "The form of gov-ernment in the Society is monarchical and is embodied in the de-cisions of a single superior" (The States oI PerIection, ed. G. Courtois [Westminster: Newman, 1962], p. 300). ÷ ÷ ÷ Obedience VOLUME 25, 1966 167 REVIEW FOR RELIGIOUS the article, for all these different expressions, in essence. and in its fundamental .outlines the practice of obedi-ence in all institutes of perfection remains the same. Its theology has in no wise changed.29 For all the cornerstone force, for all the excellence ~which the practice of. obedience has in the long tradition of the life of the counsels, there is no problem which present~ so many and so varied difficulties in our con-temporary religious life. I believe that if we were .to analyze the problem, trying to get at its roots or sources whence these difficulties come, we would find them to be several: the spirit of our times; certain trends in spiritu-ality, certain embodiments of authority and obedience,. and a misunderstanding of the theology of obedience. Each of these demands something of an explanation. Firstof all there is the "spirit of our times," or the civilization and historical epoch in which we live. This is characterized by an ever growing democratization of men and institutions. In such an environment the ideal that seems to be uppermost for many is that of "team. Work" or fraternal collaboration or a "democratic obedi-ence," in which if there is any authority whatsoever, this authority comes from the group in such a way that the leader more or less merely interpre~ or reflects the consensus or the mind of the group 'and acts as their spokesman .and is responsible before them. In fact, the idea that there can be an authority that comes from God rather than from the g~oup, an authority which-is superior to a group even though serving it and ordered to the common good, an authority that is not merely a servile instrument but the sign of ruling that is the power of the kingdom of God, an authority that is a service responsible primarily to God, all this is rather difficult for the youth coming to us today to under-stand. So Moreover, the spirituality of our day with its marvel-ous possession of a deeper psychological understanding of the workings of men and women, its recognition of ~Much of the current agitation regarding obedience and au-thority--- often generating more heat than light in our era of "stress writing"--is really an attempt to recover various aspects of this institution already found in previous embodiments; for exam, ple, (1) the dialogue" and communication ideal of Benedictine monasticism; (2) the functional ideal of the Society of Jesus; (3) the authority-service ideal of the New Testament. Bu( when any ~f these aspects is stressed (and the same is true of abnegation) so that it is seen outside of the total context of obedience-authority, it can cause a myopia which is disastrous to the overall picture. It is this exaggerated preoccupation with one or other element of obedience-authority out of due proportion that-is causing many of our problems today. .~Paul'VI, Address to the General Audience, July 14, 1965, NCWC Documentary News Service. man's intelligence, its cult of the dignity of the human person, its insistence on man's initiative and free re-sponse to God ir; facing the tasks of life, all this has set of[ without intending to, of course, a reaction against obedience and authority, at least for the moment, rather than a perfecting and balancing of it as originally in-tended. Again, a study of history shows quite clearly that down through the centuries there have been dit~erent .embodiments or statements of authority even within the Church. And this same study will show that some of the images of authority in history are not always faithful to its God-intended purpose and, therefore, not very felici-tous and certainly not to be clung to or defended,sl As a result of thes~facts and trends, the charge has been resounding for over ten years that obedience, espe-cially religious obedience, imperils the human dignity of the person, that it hampers or even goes counter to the development of human personality, that it stands be-tween him and God or interferes with his immediate and direct~relationship with God, that it creates weak and passive spirits not capable of meeting the chal-lenges of our times, that it affords a haven where persons afraid to face the world or assume responsibility can come to anchor. It is also argued that corpse-like obedi-ence is not even human, let alone religious. For human obedience should place all the capacities of man at the service of obedience. Consequently, it must be active and intelligent. While passive obedience (the kind so often reflected in the older ascetical writings usually intended for novices and contemplative religious) might be fitting for a very young child (although even this is questioned) since it is not yet capable of using its reason fully, the case of the adult is quite different. The latter's obedience must be mature, therefore, active and intelligent; otherwise it goes counter to the very nature of the human person. And so the plea has been raised again and again: more independence, initiative, and responsibility must be given to subjects. Efficiency can be achieved only when as much discretion and liberty as possible is left to sub-ordinate members. Professionals within the Church will do their best work in a situation where they have as much freedom and self-respect as possible. Thus, au-thority today must be exercised in a much more "fra- ~ Ibid.: "Experience and history offer us a unique picture of the images of authority which are not always faithful and not always happy ones. It is necessary to deepen the idea of the authority of the Church, to purify it of forms which are not essential to it (even if in given circumstances they we're legitimate, for example, temporal power) and to return to its original and Christian prin-ciple." Obedience VOLUME 25, 1966 169 + 4. 4. C. A. Schleck, REVIEW FOR RELIGIOUS 170 ternal,' sort of way, that is, in a way that is characterized by stable and purposeful involvement at.each level.32 It is because this has not been true enough in past years that we face a "crisis," not so much in regard to obedi-ence as rather in regard to authority today.3~ This is obviously only a very brief amalgam of the various ideas being circulated today. And what lends color and force to them is the fact that some of these things can and do happen and certainly have happened both in the Church and in religious communities even though they perhaps have happened elsewhere and are happening elsewhere in greater proportion. "Experience and history offer us images of authority which are not always faithful and are not always happy ones." a4 These gources of difficulty have given rise to still another, one more basic and fundamental and more crucial---the theological principles involved in the prac-tice of obedience. These are sometimes rather poorly misunderstood or distorted, not willingly or intentionally to be sure, but simply by over-preoccupation or concen-tration on some elements to the neglect of others. And one thing is certain--we are not allowed to exaggerate one element of a rather complex reality out of due proportion. If we do, we simply shift our error to an-other side. To avoid tilting at windmills we would do well to go back to the basic principles involved in the practice of obedience. This is necessary for both su-periors and subjects. On the one hand, religious obedi- =A. Greeley, "Fraternal Authority in the Church," Homiletic and Poztoral Review, v. 64 (1963-4), pp. 563-5. Some would go so far as to suggest a liberation from every form of juridical prescrip-tion by substituting the simple law of charity and reducing rules to an indispensable minimum. The problem is a minimum for what vocation and function in the Church? =As Father Gambari remarked: "Some think religious are less inclined to obey today. I do not think that this can be said without any qualification. There is a great generosity and spirit of sacrifice among them, and a deep desire to work for the good of their neighbor. But they do wish to obey with greater liberty, spon-taneity and intelligence. They are anxious to base their obedience on reason, not in the sense that they will obey only if the motives and scope of the command are reasonable but rather in the sense that the problem of obedience is seen in a little different light. In the past obedience was presented and practised with insistence on the negative aspect of self-renunciation or death to one's own will. Today we speak of obedience as perfecting the religious. Thus youth wish to seek in obedience the means of becoming associated to the action of God . Again it is true that religious wish Su-periors who do not only hold authority from God, but who know how to use it as God Himself does. It is this which lies at the basis of so much discussion of the following topics: obedience and formalism; obedience and liberty; authority and liberty; obedience and peisonality development; obedience and personal initiative and responsibility" (Proceedings o] 1958 Sisters" Institute o] Spirituality [Notre Dame: University of Notre Dame, 1959], pp. 137, 150-1). ~ Paul VI, Address to the General Audience, July 14, 1965. ence will be retarded in its spiritual effects to the degree that its theology is not known or is neglected. A superior cannot govern properly unless she understands why obedience confirmed by v6w enjoys the place it always has had in religious life. On the other~ hand, a religious subject will obey .constantly with spiritual profit to herself, the commufiity, and the Church and in an adult manner to the extent that she is convince~n all levels of her personality, intellectual, emotional, social and spiritualZ-of the reasons for the existence, practice, and importance of obedience in her state of life. The real question will then be seen to be not whether there is to be authority and obedience, but whether the cur-rent ways of exercising it are suited to the present condi-tion of the Church. As Pope Paul mentioned: "It is necessary to deepen the idea of authority in the Church, to purify it of forms which are not essential to it (even if in given circumstances they were legitimate, such as, for example temporal power) and to return it to its original and Christian principles." 35 ~ The danger in periods like our own where there is much questioning even to the point of a liberating disobedience is that the very foundations of an institu-tion will be weakened. Yet 'I believe that if we know how to read the designs of providence correctly, we can ~?egard this questioning as an invitation to advance and to grasp more firmly the foundations which might seem to be threatened and to use the very difficulties them-selves as an occasion to commit ourselves all the more profoundly to our own religious dedication. In this way both superiors and subjects will come out of these diffi-culties more deeply rooted and more fully developed. To live in the light it is usually necessary to pass through dark nights136 The treatment that I will follow in ,. approaching this problem or topic will be quite similar to that which was followed in regard to poverty and virginity: (1) obedi-ence in general; (2) what religious obedience adds to the practice of obedience in general; (3) the aims of religious obedience; (4) the qualities of religious obedience; (5) the fruits of religious obedience; and (6) some practical suggestions. The Virtue of Obedience in General The nature of obedience as a virtue might well be defined as follows: a natural or supernatural (dependi-ng upon its source and objective) disposition or bent or ~ Ibid, ~See J. Laplace, S.J., "Education to Obedience," in Religious Obedience ,and the Exercise o! Authority, "Donum Dei," v. 3 (Ottawa, Canada: Canadian Religious Conference, 1961), p. 68. (Hereafter this work will be cited as "Donum Dei" 3.) Obedience VOLUME'25, 1966 . 171. C. A. Schleck, REVIEW FOR RELIGIOUS inclination or, better still, per[ectant of the faculty of the will which disposes a person to habitually submit himseff or herself to another's decision in reference to ¯ those things or areas in which this other has authority or decision-making power over one.~7 For example, in civil or domestic matters, a mayor or a governor or a president or a father or a mother has authority and ~The idea of virtue occupies a central position in moral and spiritual theology. A virtue is a dynamism or perfectant which does not create some automatic reflex type of reaction in situations. This would diminish the moral tonality of the action. No, a virtue is a good perfectant or dynamism that is operalive. It gives" the capacity for a power of action to accomplish the maximum of what it can accomplish. It is an active quality or perfectant that disposes one to produce the maximum of what he can on the moral and spiritual level. A natural virtue is acquired by the repetition of interior acts of the intellect and the will and therefore demands human effort. It is marked by the following qualities: (1) It is a constant disposi-tion of person. The repetition of victory over the passional dynam-ism or the other faculties, the will for example, on the part of the intelligence and reason engenders in the person a certain mastery which nothing can destroy save a change in the will of the individ-ual. (2) It gives promptitude and facility in action. This is the effect of the perfect ordination and unification of the interior principles of action of man where each elemeut enjoys its proper role. The reason and the will command and direct, and the sensibility obeys their impulse making its own contribution. It does away with the internal dissension that could so"easily destroy its function. (3) It gives joy in action, a triumphant joy that issues from the creation of a personal perfection. (4) It is acquired by education, respecting the personality of the persoia concerned. (5) It very often requires thee help o[ another and of discipline. We must insist more on the necessity of education to natural virtue, for it is only the intense presence o~: these ~perfectants and dynamisms in our human per-sonality that will make possible and facilitate the exercise of the so-called infused virtues given with grace. Today there is an excess of personal[sin rather current. Under the pretext of respecting the personality o17 another one does not dare intervene in his moral formation, for to do so would be to impose constraints on him; there is rejected any and all discipline which would impose itself on him, this being prompted by the apparently liberal project of leaving free play to the spontaneity of the individual, of placing entire confidence in the personality of each one. What happens is that'one often abandons others, especially the young, to themselves and their inexperience. One leaves them to the winds of moral mal-formation, to a spiritual life that is rather superficial, subjected to incessant agitation and changes of sentiments that are without much real depth. So many of those advocating this type ol: new formation were just a few years back the most rigid of personalities. This in itself should make us a little cautiotis in regard to any wholesale adoption of this thinking. Education to virtue is a difficult task and a complex one. It exacts the employment of authority and a pro-found respect for those one is educating, much understanding and finesse, and a firm will. One must beware of abusing authority and ofa liberalism which neglects its use: Only intelligent and prudent love for the one being educated will permit the discovery of this formula. See S. Pinckaers, O.P., "La vertu est tout autre chose qu'uhe habitude," Nouvelle revue thdologique, v. 82 (1960), pp. 387- 403. decision-making power over those under him or her in relation to certain actions. Obedience, therefore, is a natural or supernatural perfectant of the will which makes a person prompt in fulfilling the decisions of the one entrusted with this duty and service. By its very ¯ nature, negatively speaking, it involves a surrender of one's will, in a sense, in a given area of action. It means submission to another and implies a risk. For it means the channeling of efforts and energies in the direction marked out by the one charged with the de-cision- making, and this could go contrary to one's per-sonal tastes.and inclinations. As a result the practice of obedience requires submission to the command of another, inability to exercise, independent choice con-trary to the command given; therefore, it implies an evident restriction of freedom in action. If we concentrate only on these negative implications (and necessary ones to be sure)of obedience, it would be easy for us to conclude that some of the objections mentioned above are correct. Obedience could be seen merely as an obstacle to .self-fulfillment, to personal de-velopment; it could be viewed as a violation of personal dignity, even perhaps a kind of profanation of the charismatic spirit which is in each one to lead him to his or her perfection. For this reason, it is all the more necessary to see the positive side of the virtue of obedi-ence, and that is that it is a free and voluntary giving or snrrender or submission of one's person (will) to the decision-making duty and service (command) of a.: su-perior or one charged with the common good. As such, it is an action very much in conformity with our human dignity and self-mastery and quite capable of leading to our self-fulfillment, especially when it is motivated cor-rectly by the spirit of love. The basis of obedience is the very structure of society which requires authority at the service of the com-munity or the common good. This is God-willed and God-intended. There exists no authority except from God.as As John Chrysostom explains this: "Does this mean that every ruler is appointed by God? I do not say that, for I am not dealing now with individual rulers but with authority itself. What I say is that it is the divine wisdom and not mere chance that has or-dained that there should be government, that some should command and others obey." 29 God has willed that in the plan of leading men back ,to Himself ulti-mately, some should be subject to others, not because of any superiority of talent necessarily, whether this be intellectual or spiritual or social or administrative, but ~ Rom 13:1. ~In Epist. ad Rom., c. 13, hom. 23, P.G., v. 60, col. 615. Obedience VOLUME 25, 1966 . A. SchlCec.$k.,~. REVIEW FOR RELIGIOUS merely because God has given one person authority or decision-making power over others, even though He may .have done 'this using very human means and per-sons and even political maneuvering to designate this person. Authority is not to be thought a~ lacking all control. Since it is the power to decide or command according to right reason, it must derive its obligatory force from the moral order which has God for its firgt source and final end. If it can oblige men in conscience it is only because it is intrinsically related with the authority of God and shares in it. By this principle the dignity of men is protected. "As men they are equal (and as Christians also, if they are such), but as superior and inferior they are not equal, they are not on the same plane. To one God has given the service of commanding in the realization of His will and to others He has given the service of obeying. When in fact men obey their lawfully constituted rulers when "they rightfully exercise their authority, it is not at all men they obey. "It is God," as Pope John pointed out, "the provident Creator of all things whom they rever-ence. through their obedience, since He has decreed that men's dealings with one another should be regu-lated, by an order which He Himsdf has established. And in showing this due reverence to God, we do not debase ourselves, but rather perfect and ennoble our-selves. For to serve God is to rule." 40 Since the right to command is required by the moral order and has its source in God, it follows that if au-thority (eVen civil) legislates for or allows anything that is contrar)~ to that order and therefore contrary to th~ will of God, neither the laws made nor the authoriza-tions granted can be binding on the consciences of the citizens, since we must obey God 'rather than men. If this were not so, then autho~:ity would break down com-pletely and would result in or be open to shameful abuse. The net result of this would be the degradation of the human person.41 Obedience, then, does not regard so much the persoh in authority as rather the authority of the person in charge. For obedience is given not so much to a per-son as rather to a norm or set of societal laws or rules or norms or constitutions which this authority is called upon to safeguard. Yet to a certain extent obedience is given also to a person, that is, to God who incarnates Himself in this' set, of expressions when they fulfill the definition of law: an ordinance of reason established for ~o Pacem in terris, America Press edition, § 50, p. 18; also, §§ 46-9, pp. 17-8. ~a Ibid., § 51, p. 18. the common good, promulgated by one who has rightful authority.42 From what we have seen, it. should be evident that the purpose of authority is the common good; in fact, this comes from the very etymology of the word. It is derived from the Latin word "augere" which means to increase or foster or enlarge. It is. of the very nature of anyone in authority to make decisions and move people about or command their wills but only in the interest of the common good. Thus, the motivating force behind one in authority cannot be merely the good of the individual member but rather the overall common good of the group or society over which he or she has charge. This end, of course, does not exclude the good of the individual either. Rather it includes it, since the indi-vidual pertains to the group as a part pertains to the whole. Authority exists for the sake of those over whom it is set. It is a service to God and to th~ community and to the individual member of this community. As Pope John mentioned: Indeed since the whole reason for the existence of civil authorities is the realization of the common good, it is clearly necessary that in pursuing this objective, they should respect its essential elements, and at the same time conform their laws to the needs of a given historical situation . For the common good is intimately bound up with human nature. It can never exist fully and completely unless its intimate nature and realization being what they are, the human person is taken into account.~ Authority is established to develop and lead to per-fection and fulfillment the self-respect of the group and of each individual member of the group, to impress upon the group as well as each individual member the per-sonality which is proper to it and to them, a personality which is determined by the end or purpose for which the society exists. It is not set up to be an opportunity to exercise a lordship or dominion, or to receive respect or reverence or service. It is a ministry unto unity, even while it fosters diversity. It can readily be seen that excessive severity or ri-gidity on the part of authority originates from a false idea. It comes most often from an over-estimation of oneself on the part of the one in authority, or from pedagogical incompetence, or from the inability to han-dle individual persons, or perhaps even from some sense of inferiority in the face of the subordinates one has ' to command. It is for one or more of these reasons that ~ This point would seem to have some relevance for women since modern psychology reveals that often they find it somewhat more difficult to abstract from the concrete person involved in superior-subject relationships. ~ Pacem in terris, §§ 54-5, pp. 19-20. ÷ ÷ ÷ Obedience VOLUME 25, 1966 175 ÷ ÷ ÷ C. A. SchCle.Sc.kC,. REVIEW FOR RELIGIOUS authority often ends up?by having to work at a distance from its subjects rather than in close collaboration with them and leadership of them; and in so doing it fails to accomplish the full perfection df the task that is assigned to it--the bringing out in the society and the individual members¯ of it the personality or the personalities that are proper to it.44 While ,the initial success of obedience rests on the wise and efficient Use of authority---on government ac-cording to reason rather than merely by will--still it can also be said that the ultimate success of this institu-tion and the realization of the common good rests upon the harmonious cooperation and collaboration of those who are subject to this authority. Individuals and inter-mediate groups are obliged to make their specific contri-butions to the common welfare. Thus, one of the chief consequences of this is that these individuals or groups must bring their own interests into harmony with the needs o] the community, and they must dispose of their goods and of their services as the legitimate authorities prescribe in.accord with the norms of justice and within the limits or, their competence.4~ It is on!y in that society or community in which each member consents to do his part, and all his part, and nothing but his part (that is, not interfering with others) that everything will be correctly done. Such is true of the workings of the human body, and.~such, is true of the' working of an orchestra. For only when each one executes faithfully what is on the sheet of music before him will the entire piece be a perfect success. If one of the members of the orchestra departs from the score, not harmony but cacophony and discord will result. While it is true that not all the parts o(the orchestra have equally exciting or exhilarating functions to play, .still each of them has to be performed correctly it the end ot the orchestra is going to be achieved. There are some per-sons who play a.ll the time, and there are 'others who play only an occasional note here and there throughout the entire piece. Yet it this occasional note, small as it is in comparison with the whole, is not played exactly when and where it is to be played, the overall beauty of the music would be marred. Granted it is not very enticing or alluring to have to count out measure after meas6re without doing anything active, still each mere-a By "personality" I mean the'harmonious development of all the human and supernatural qualities of a person in subordination to the common good, to God, the lesser good being subordinated to the greater good. So understood, there is no conflict between the personality and obedience. There will at times be need for re-nunciation by an individual or small group, but this will be asked for the common good. See "Donum Dei" 3, pp. 194-5. ~ Pacem in teriis, § 53, p. 19. ber of the orchestra knows that this inconvenience must be endured, since the concert is not merely for th~ players but for the audience listening to it. A similar thing is true in the case of any society. F6r the good of the society is attained only when those under authority perfectly fulfill the tasks and offices and duties to which they are assigned--and as human beings---and when authority learns to utilize the experience and training and talents of those it commands in reference to the community endeavor. Thus, the power of au-thority can be defined as a power of cooi:dination guaranteeing the unity of a communitary plurality;, but. only in proportion to the consciousness with which each member of the community lives his function will the unity actually be achieved.46 From this it should be clear that a true concept of obedience and its correlative authority is far from the limited distortion so often emphasized in "stress writ-ing" today. It is a positive force for the fulfillment of men and women, of persons, but within the sphere of community as well as within the sphere of their, private world. A community in which the members have the proper respect for those in authority and willingly and intelligently carry out their specific functions and roles must necessarily be one in which tranquility reigns.4~ Authentic obedience liberates a person once and for all from his personal instability, sentimentality, and blind passions. It is a free and voluntary option which leaves the spirit open and receptive to many values which pre-sent themselves. The person who never makes such a choice and who never commits himself is less open, less broad-minded than one who has anchored his life to an obedience, seeing his life in and through it as a building directed by God. Yet for all this, such a relationship~ obedience-authority---does involve a struggle, one that includes very painful aspects because it disturbs very deep desires in men who are not as yet totally harmonized and humanized by the power of Christ's redeeming grace. Religious Obedience: What It Adds to Obedience in General Today it is most important that we show that obedi-ence is universal in character and belongs to the very life of the Church. It is, therefore, not entirely correct to call it the virtue of the monk "or of the religious. For obedience in a sense is just as absolute and obligatory for the layman as for the monk or religious even though ~A. Paoli, "Obedience," Cross Currents, v. 15 (1965), pp. 284-5. ~J. Aumann, "Current Trends," Cross and Crown, v. 17 (1965), pp. 347-8. Obedience " VOLUME 25, '1966 177 4. C. A. Schleck, C.S.C. REVIEW FOR RELIGIOUS 178 there¯ are differences. This absoluteness of obedience even for the layman stems from the universal vocation of all who are baptized to holiness of life.48 Yet for all this we do find differences, in fact differences which serve to establish one in a different way of life within the Church. As Pope Paul mentioned in a recent allocution: It has seemed good to Us to recall here the priceless im-portance and necessary function of religious life; for this state of life which receives its distinctive character from profession of the evangelical counsels is a perfect way of life according to the example and teaching of Jesus Christ, especially since it is a state of life which keeps in view the constant growth of charity leading to final perfection. In other ways of life the specific ends, advantages, and functions, though legitimate in them- ¯ selves, are of a temporal character . Hence it follows that the profession of the evangelical vows is an augmentation of that consecration which is proper to baptism. It is a kind of special consecration which perfects the former one inasmuch as by it the follower of Christ totally commits and dedicates himself to God, thereby making his entire life a service to God alone.'~ When we come to determine these differences more precisely we would find them to be especially three: (1) it extends the practice of obedience; (2) it changes the end or, perhaps better, affects the end for which one obeys; and (3) it places us in a more direct contact with the will of God, than does life outside religion (this has to be understood cautiously). First, religious obedience extends the control of Church authority over the person who freely and voluntarily enters a religious society. For by entering, a woman freely, and let us hope joyfully, gives to the persons of her superiors and their decision-making power even that legitimate freedom of action and movement with regard to time and exterior lif~ which she enjoyed in the world. Consequently, the obligation or the moral imperative of the virtue of obedience is extended also ,s Paul VII Magno gaudio affecti, May 23, 1964; English trans-lation, REVIEW FOR RELIGIOUS, V. 23 (1964), p. 699. But especially see the Constitution on the Church of Vatican Council II, Chapter 5 (English translation, REVIEW FO~ RELIGIOUS, V. 24 [1965], pp. 707-- ~ Paul VI, Magno gaudio affecti, as cited in the preceding foot-note. This difference is also indicated in the Constitution on the Church: "Since it is necessary thfft His followers should always imi-tate and give testimony to this charity and humility of Christ, the Church rejoices that there are to be found within her many men and women who closely follow and clearly show forth the self-emptying of the Savior, doing this by assuming poverty in the spirit of the freedom of the children of God and by renouncing their own wills. For the sake o[ God and with respect to what pertains to per-fection they make themselves subject to a man, going beyond the measure o[ what is commanded in order to be more lully con]ormed to the obedient Christ" (Chapter 5; REVIEW FOR RELIGIOUS. v. 24 [1965], pp. 712-3). to meet these new acts which religious authority can now command according to the norms of the particular society or community involved. For as we mentioned above, a religious vows or promises obedience primarily to God within the framework of a society and its particu-lar or peculiar norm of life rather than to a person, even though the two ~ire in a sense identified whenever the person in authority commands according to the norm. In fact, it is this very extension of obedience which makes religious commitment today the difficult thing that it is for so many young girls. As Pius XII remarked in an address to the International Congress for the States of Perfection in 1950: If the number of candidates wishing to enter the enclosed gardens of the religious life is diminishing, especially among young women, the reason very frequently is that they find it difficult to divest themselves of their own judgment and sur-render their [reedom o[ action, as the very nature of the vow of obedience demands. Indeed some praise as the real peak of moral perfection, not the surrender of liberty for the sake of the love of Christ, but the curbing of such surrender. The norm to be preferred in the formation of a just and holy person would seem to be this: restrict liberty only where necessary; otherwise, give liberty free rein as far as possible. We by-pass the question whether this new foundation on which some are trying to build the edifice of sanctity will be as effective and as solid in supporting and augmenting the apostolic work of the Church as was the one which through fifteen hundred years has been provided by that ancient rule of obedience undertaken for the love of Christ. What is now of supreme importance is to examine this proposal thoroughly to disclose what lies concealed beneath the surface. This opinion, if care-fully considered not only fails to appreciate the nature of the evangelical counsel but it somehow twists it to a meaning in accord with its theory. No one is obliged to choose for himself the counsel of perfect obedience, which essentially is a rule of life whereby one surrenders the control of his own will. No one, we repeat, be it an individual or a group. They can if they wish conform to this new rule. But words must be under-stood and accepted according to .their obvious meaning, and if this norm is compared with the vow of obedience it surely does not possess the same supreme value, nor is it an adequate expression of the wonderful example recorded in Holy Scrip-ture: "He humbled Himself becoming obedient unto death." ~0 He therefore is himself deceived and deceives others who forgetting the propensities of the soul and the inspiration of divine grace, offers as a guide to one seeking advice about en-tering the religious state only that new norm. Hence if it is clear that the voice of God is calling someone to the heights of evangelical perfection without any hesitation he should be invited for the attainment of this lofty purpose to offer freely the sacrifice of his liberty as the vow of obedience demands, that vow, We proclaim, which the Church has through so many centuries weighed, has put to the test, has properly delineated and has approved. Let no one against his will be compelled to Phil 2:8. ÷ ÷ ÷ ObedienCe VOLUME 25, 1966 1'/9 ÷ ÷ C. A. $chleck, C.$.C. REVIEW,FOR REL]G|OU$ 180 this self-consecration; but if he does will it, let no one counsel him against it; above all let no one hold him bacL= Moreover, the end to Which the superiors of a re-ligious community are to lead the one presenting her-self to it is not merely a natural end, such as is true at least proximately of a natural society. The first or pri-mary role and duty of religious superiors is to lead their members or subordinates to intimate communion and union wiih God through the perfection of love or charity by way o~ personal assimilation and expression. No human society has this as its direct and primary end, whereas a religious society does not exist and can-not exist except ~or this purpose.~2 Thus the primary end of religious communities is to lead their members to "seek God solely and before anything else," 53 and this by the profession of the vows, especially that of obedience which is the most important and which in a sense in-cludes the others since we vow obedience to the consti-tutions which include the practice of the other two vows. And finally, religious obedience puts a subject into more direct and immediate contact with the will of God than any other framework of life. This was certainly the thought of Benedictine monasticism which regarded the abbot as the one who took the place of God ~or the monk so long as the abbot commanded according to the norms of the monastic community. And it also seems to be the normally accepted thinking of the magister-ium. In speaking to major superiors in 1958, Plus XII pointed out the place which religious superiors have in regard to the government of the Church: Beloved sons who by the suave designs of God's providence have been placed in .command of your members engaged in the quest of perfection, gathered as you are in Our presence, it is with uncommon joy that We salute you in the name of the Lord, as men chosen to be associated with Us--and in no mean capacity--in Our apostolic office. For as We said a few years ago in speaking to your members at the first General Congress of the States of Perfection, the religious state "has its existence and strength from its intimate connection with the end of the Church herself, which is to lead men to the attainment of holiness." And the Church, the Spouse of Christ, would not fully correspond to His will, nor would the eyes of men be raised to her in hope as to a "standard set up unto the nations" if there were not found in her some who, more by example than by word, are especially resplendent with the beauty of the Gospel. In this department of Our work, therefore, beloved Sons, We have taken you as associates of Our supreme o~ce, either directly by delegating to you through the Code of Canon ~ Canon Law Digest for Religious, v. 1 (Milwaukee: Bruce, 1964), pp. 91-2. ~ See footnote 49. The specific end of marriage is not.perfection or charity, at least so it would seem from this statement. ~ See Vatican Council II, Decree on Adaptation and Renewal of the Religious Lile, nos. 5--6; NCWC Documentary Service. Law some share of Our supreme jurisdiction, or by laying the foundations of your so-called "dominative power" by Our ap-proval of your rules and Constitutions. And so We have it very much at heart that you should exercise this authority of yours according to Our mind and that of the Church. It is with clear vision and turning neither to right nor to the left that Superiors should lead their subjects securely to eternal life by the safe way of truth, with firm leadership and if necessary with a strong hand. To quote the patriarch of those who, in the Western world, str~ve for evangehcal perfectmn: The A hot should neither teach nor establish nor command anything that is outside the teaching of the Lord.''~ It is because religious superiors in some way share in ecclesiastical authority that when they command in keeping with the norms of this authority they place us in contact with the will of God. This is why Pius had also a year previously rejected the argument against re-ligious obedience drawn from the alleged fact that the dependence of a religious upon his superior was con-trary to the supreme and direct dominion of God over conscience: To insist that a man depend on another even as to his personal life and activity--is not this to confer on the superior prerogatives which belong onl)~ to God? The Church has never defended nor approved such a contention. She regards obedi-ence as a means of leading man to God. Since the motive which inspires it is union with God and since the final aim of obedi-ence is growth in charity, the superior is by no means an obstacle standing between God and the subject and arrogating to himself the homage which is directed only to God. The superior can command only in the name of God and in virtue of the powers entrusted to him, and the subject is bound to obey only for the love of Christ, not for any motives of human advantage or convenience--and much less by mere constraint. Thus he will preserve even in the most complete submission the eager joy of renewing each day concretely his total consecration to the one supreme Master . Let us first recall the words of our Savior: "Come to me all you who labor and are burdened, and I will refresh you . Learn of me because I am meek and humble of heart, and you shall find rest for your souls." ~ If our Lord thus invites men to take up His yoke, it is to teach them that beyond mere legal observance, which easily be-comes burdensome and hard to bear, they are to discover the meaning of true submission and Christian humility. Far [rom offending the dignity of one who submits, this will give him in-terior liberty and show him how to accept his state of subjec-tion, not as a constraint from without, but as a surrender of himself into the hands of God, whose will is expressed through the visible authority of those whose mission it is to command. The Superior for his part will use his powers in the same evangelical spirit: "He that is the greater among you, let him become the younger; and he that is leader as he that serves." ~ From this it should be clear that the superior has as ~ Allocution to Major Superiors, February 11, 1958; Canon Law Digest ]or Religious, v. 1, pp. 194-5. ~ Mt 11:28-9. ~Lk 22:26. See also the Address to the States o] Per]ection, December 9, 1957; Canon Law Digest for Religious, v. 1, pp. 132, 130. 4" 4" 4" Obedience VOLUME 25, 1"966' ' 181 REVIEW FOR RELIGIOUS her function the apostolic duty of mediating God's will to human minds. It is because she is the instrument whom God uses to make known His will to the sub-ject that she has the duty to listen to God herself, to seek the will of God and the directives of the Spirit in regard to the subject, even using the subject's communi-cation to her in seeking this out. If the subject is ex-pected to see Christ in her superior, then the superior also is expected to see Christ in the subject, for she is a member of the Body of Christ. As Christians they are equal, and it is possible for the subject to receive cer-tain lights and directives from the Holy Spirit.5~ Yet even these are subject to the final decision of those in authority when authority acts within its powers. Con-sequently, it is the duty of the subject to accept the fact that when authority has issued a command, it has also been listening to God's word and is not merely issuing a command for the exercise of power. With all this in mind it should be quite easy to grasp the statement that in a way the problem of obedience is simpler for the subject than for the superior. As far as the subject is concerned, obedience enjoys a kind of infallibility, such that the subject is never wrong in obeying when the superior operates within the limits of her powers. This, of course, has to be understood cor-rectly. A distinction must be made between the proxi-mate end and the remote end of a law. It is quite possible that in reference to the proximate end, the de-cision of the superior is not always the best. Yet with regard to the remote or ultimate end, this decision trans-mits infalliblY the will of God and the subject cannot make any mistake in obeying it. In giving a command or making a decision it is the general policy of superiors to be pursuing a proximate end or an immediate and definite purpose. A superior for example may give a, sub-ject a directive aimed at helping the subject improve in some area of her teaching or nursing. In such matters it is quite possible for the superior to make a mistake. ¯ She can tell the subject to take a certain kind of exercise and the subject incapacitates herself from doing ttiis. In regard to this, then, the immediate or proximate end, the superior can be quite fallible. But we can also con-sider the superior's decision in relation to its remote li:'l; end: to reveal to the subject the will of God in her re-gard, And this particular will of God is merely a part o[ the total plan of divine providence and government of mankind. ~We have a rather darkened and limited intellect and our range of vision is quite small. Thus we could very mVatican Council II, Constitution on the Church, Chapter 2, n. 12; R~vmw FOR RELmIOUS, V. 24 (1965), pp. 677-8. easily be mistaken when we pass judgment on some event or other. We can look at it as a failure when in reality it has many further nuances. We must remember that the total plan of God is a supremely harmonious one in which every detail is wisely provided for, willed or permitted by God. We see only a part of the overall plan and may easily think that talents and so on are quite wasted. Yet from God's viewpoint everything is quite clear and well ordered, and every detail is ac-cording to His plan. Thus an action decided on by a superior may very well result in failure on the human plane. In relation to its ultimate end, however,, it is willed or permitted, by God. Thus what seems a failure to our human shortsightedness is really a part of the great harmonious plan of God. And in this long-range view the apparent failure which contributes to the har-mony of the overall design is really a success. Thus the subject, failing according to our human approach and view through her obedience, is always fulfilling the authentic will of God. She contributes to the realization of the total divine plan and therefore cannot make a mistake. Her union with the divine will is infallible, in this sense. This does not mean that the superior cannot make a mistake in commanding or deciding. Far from it. It is possible in commanding or deciding that the stiperior gives evidence of incompetence, or ignorance, or pre-cipitation, or anger, even of malice. And we cannot pos-sibly consider any of these virtuous actions. It can be from the superior's point of view a mistake and even a sin, even a grave sin. But unless the superior commands a sinful action, the duty of the subject is to obey.as Thus the principle that we have been attempting to show still holds. The subject enjoys a kind of infallibility in the practice of obedience, which the superior does not necessarily enjoy. It is the great St. Teresa who was so convinced of this that she wrote: "Suppose the confes-sor makes a mistake, the safest way for a religious is to follow his direction exactly, even .though an angel of the Lord may have spoken to her (indicating a different direction). For our Lord will either enlighten his min, ister or arrange matters in such a way that this soul will not fail in obeying." 59 It is precisely the role of the vow of obedience to permit us to conform our will to God's in our least actions and at every moment of our ~sI shall clarify this at greater length when speaking .of the qualities of obedience. ~ Book o] Foundations in The Complete Works of St. Teresa of Avila, ed. E. Allison: Peers, vo 3 (New York: Sheed and Ward, 1951), p. 42. For a more complete treatment of this note of infallibility in obedience, see R. Morency, S.J., "The Ex~rcise of Authority in the Light of Present-Day Problems," "Donum Dei" 3, pp. 172-4. ÷ + ÷ VOLUME 25,. 1956 ]83 4. 4. + REV[EW FOR REL]G]OU5 life. In obeying, in fulfilling what is demanded by rule and constitutions and by superiors, the religious has the certainty (in faith, of course, as we shall see) of dbing exactly what God wants her to do at each moment of her life. By obedience she conforms her will to God's. What we have been discussing is based on the fol-lowing considerations. Christian thought has always recognized in ecclesiastical leaders the representatives of Christ. Yet we are not to .feel that the decisions of those in authority on any particular point are identical with the direct revelation of God's designs. Nor are we to conclude that the dedisions of those in authority are identical with those which Christ Himself. would make in simil~tr circumstances. (This would be to push the "mystique" of obedience beyond its limits.) The mem-bers of communities who are in authority are secondary causes and remain so.'Zhey act with such intelligence and competence and skill as God has given them or as they may have acquired with His talents and grace. He does not transform their imperfections and weaknesses into ggod qualities. It is true of course that He does compensate~ for them, but this is different. Yet it is in spite of these insufficiencies whether hidden or obvious that Christ continues to govern His Church through such agents. It is through them that He works out His plan of redemption. The true concept of obedience does not consist in believing that every decision imposed by those in au-thority is the only possible one in the circumstances, or the best in the absolute sense. The Church's infallibility is involved only in the order of the magisterium and not at all in the purely jurisdictional order. No doubt, of course, the Holy Spirit assists those in authority to pre-ser~, e them from making blunders in the exercise of their power. But the Holy Spirit has never promised to guaran-tee them against every blunder in the sphere of govern-ment. The possibility of erroneous decisions will always be with the Church (like certain of its other marksl). But one thing remains certain; nothing can shake it, not even the possibility of error: God wants us to obey His delegates when they give legitimate orders. The Son of God made the Church His Body; and He decreed that the obedience which began in the Head should con-tinue in the Body, such that obedience is integrated with the Church's very existence. It is a vital law in the Body of Christ. Yet for all-this our Lord did not prom-ise His ministers, governing or teaching, all the human talents that might be necessary for a task which is ut-terly beyond, them. He sought the leaders and' teachers of His early Church on the Lake of Gennesaret not in the schools or in the council chambers of kings. And the same is true today. Not all the popes are the most wise and clever or learned, or even saints. Thus the real is-sue in religious obedience will always be in the spiritual order. The point at issue is simply this, that we must re-member in our own lives the words of the Lord: He who hears you hears me. And when He uttered these words, He knew what sort of men His own disciples were; he knew the level of their training and of their intelligence; even the limits of their generosity. Yet He still said:~ "He who hears you hears me and Him who sent me,. my Father," s0 From all this it follows that until the subject comes to.see in her superior the authority of the Master, there can be no real living religious obedience that is truly supernatural. 'For the subject is asked to see the presence of Christ and His directive providence whenever the su-perior commands her to fulfill the constitutions or rules or the laws which she has voluntarily and freely taken upon herself. We can go so far as to say that if Christ Himself. were to appear at the moment a. religious su-perior is giving us a command, He Himself would either give this same command or permit it to be given for some greater good He has in mind. By entering a reli-gious community one voluntarily enters upon a training program by which she is enabled to tend to the perfec-tion of cha~:ity. She enters what Benedict called the school of the Lord's service. And like a,ny0ne in any school, she has to be taught and instructed and exer-cised to attain the end for which she entered. And that demands being placed under a master or leader, at le'ast as far as those things which pertain to the religious life. are concerned. And while this process of learning may one day be terminated, such fhat the le~ider can no longer teach the religious who may be older and moie experienced than she in religion, still the exercising of one in obedience will always be necessary so that the habitual inclination to obey will not become rusty for want of practice and exercise. The ,dims of "Religious Obedience Proceeding to the aims of religious obedience we find them to be four: (1) it cuts away solicitude; (2) it di-rects us to the fullness of charity; (3) it enables us" to ful~ fill a sacramental mission in the Church; and (4) it effects a community of service for the Body of Christ. The first aim of religious obedience is somewhat .nega-tive in tone. You are all familiar with it. It attempts to cut away the constant solicitude as to .what we should do, where we should live, and how we should direct our ® See A. de Bovis, S.J., The Church:" Christ's Mystery and Sa~ra. rnent (New York: Hawthorn, 1961), pp. 123-4. Obed~,nce VOLUME 25, 1966 + + + C. A. SchCle.Sc.kC,. REVIEW:FOR RELIGIOUS 186 lives. This we do by placing our lives in the hands of another or others who represent for us God. The ab-negation of self which is involved in 0bedi~nce is quite well defined in such a practice. As the recent decree on adaptation and renewal in the religious life has it: In professing obedience religious offer the full surrender of their own will as a sacrifice of themselves to God and so are united permanently and securely to God's salvific will. After the example of Jesus Cliristwho came to do the will of the Father, an d "assumi-ng the nature of a slave" learned obedience in the school of suffering, religious under the motion of the Holy Spirit subject themselves in faith to their superiors who hold the place of God.°1 While abnegation is involved in all obedience, in reli-gious obedience it becomes a constant and permanent dynamic and not something that is exercised only from time to time.Indeed, from a negative viewpoint, it is this constant and complete renunciation of our own will in preference to that of another wherein we find. our sanctity and wherein we find a holocaustal offering of our wills to God rather than a mere sacrificial offering of them to Him. That is why Christ in laying down the injunction for tile highest sanctity and perfection very frankly and openly said "He who would be my disciple must deny himself." 62 Without this personal abnega-tion there can be no sanctity which patterns itself after that of our Lord, that is, there is no sanctity which can call itself fully Christian. If we are to derive from reli- . gious obedience all of its fruit in the way of renuncia-tion of our own .wills, then we must subject them to the concrete will or wills of those superiors who are placed over us to mediate to us the will of God in our regard. From this it should be clear that religious obedience is established on the obedience of Christ, the following of Christ, which attained its full measure in the sacrifice of the Cross. If the religious consecration is derived from the consecration of Christ to the work of redemption, the vow of obedience has its source in the redemptive obedience of Christ. Therefore it is entirely insufficient to justify the vow of obedience by making exclusive ap-peal to the need for one authority for the organization of a life in community or for the carrying out of an ~postolate. This would be to make the mistake of con-side. ring religious obedience as merely a vehicle for apostolic activity. This notion of obedience as ordering us for community action is indeed a necessary part of religious obedience, especially in an active community, but the vow does not have for its exclusive object or Vatican II, Decree on Adaptation. Lk 9:23. end the development of obedience under the title of a purely social virtue such as is true of Marxist com-munism. It has for one of its properly religious values the task and aim of assimilating the life of the religious to that of Christ, to make pass into the person the fundamental attitude of the Redeemer. And as such it is meant to lead to the personal sanctification of the one who enters upon this way of life.°8 A second aim of religious obedience and one much more positive than the preceding is its close connection with the religious' growth in charity. We mentioned above that the practice of religious obedience differs from that of obedience practiced in a civil or natural society in that it puts us into more immediate contact with the will of God than does the latter. It is meant to bring about the perfect "unum velle" and the perfect "unum nolle" of our wills with that of Christ. For to love God is not merely to surrender or give up some-thing of our own will. It is to adhere positively and firmly to the will of the one we love~ It is to transform the willing of ourselves into that of the person we love. The more constant and actual this union of wills be-comes~: the more actual and constant does our love for this person become. And to love God means to do what He desires; it is to obey. The gospel makes this quite clear.64 That is why obedience in a religious commu-nity, which reaches to every action of a person's life, contributes so efficaciously to bring about the perfect union of wills which is the goal of the Christian life and in which Christian perfection consists. This is, as we know, Christian perfection, a union of Jove or charity or agapd, or a union in love, charity, and agapd. It is quite important that your religious understand this connection. As we have seen above, often in the order transmitted to us by superiors there'is an apparent lack of logic which at times might even seem to contradict a profound personal obedience (it goes against my con-science!). This difficulty can only be solved with love, a love that transmits and a love that accepts. The problem of obedience cannot ever be resolved in exact terms; it is more an intuition than the result of a logical proc-ess. We must frequently offer ourselves without seeing the result of our actions. This we can do only if we discover the relationship of love in obedience. It is love which provides the special intuition which makes it pos-sible [or both the one who obeys and the one who com-mands to arrive at the conclusion: I know that I can ~ See J. Galot, S.J., "R~demption et vie religieuse," in La vie re-ligieuse dans l'Eglise du Christ, p. 109. ~ Paoli, "Obedience," p. 278; Mt 22:37--40; Rom 13:I0; Gal 5:14; Jn 14:21; 15:10; 1 Jn 2:5; 3:24; 5:3. + + + Obedience VOLUME'25, 1~66 187 ÷ ÷ C. A. SchCle.Sc.kC,. REVIEW FOR RELIGIOUS 188 trust myself to her or, more exactly, to Him, We will abandon ourselves entirely to a person and to his will once we feel that his will needs no justification because we love the person. We do what he wishes because it pleases him, and all that pleases him gives us joy because we love him.65 If this is ever true, it is certainly true when the other person involved is God. Obedience when understood in this light is the supreme instrument o[ charity; and once this is truly accepted by a religious, then her obedience is not going to be merely something that pertains to one of the virtues connected with jus-tice, or'a rendering of what she owes to someone or to a community because of her having surrendered herself to it. No, her obedience will go and was meant to go beyond this. It was intended to allow her to submit her-self to the direction of another, God, not merely because she considers Him to be the commander of her life but because He is one whom she has chosen as her Spouse,. because He is one whom she loves, because He is one With whom she has entered into a marital relationship of the spirit. Thus obedience, especially in the case of the religious sister should become an occasion for her pure love for Christ her Spouse and, as such, should realize the most perfect submission possible to another, one that ends in the ecstasy of one will in that of an-other, or of the person loving in the person of the be-loved." It is only when and where a religious sister has made this her idea and ideal of obedience that it be-comes not just a means of arriving at the perfection of charity but also a concrete way in which she can show or express, sacramentalize the love of charity or agapd which, she has toward Christ. Obedience becomes a sign of charity, an act by which she adheres to the will of one whom she loves, as a bride adheres to the will and the desires and good pleasure of her husband. Unless this love enters into her practice of obediehce it can easily remain sterile or, if having sprung up, die or wither. And the grain of wheat which fell into the ground at the time of profession never really does die, as Christ uses this figure. Rather, it remains alone and never does produce the fruit which it should and which it was meant to produce by the sower who placed the seed of vocation in her heart rather than in that of someone else. Still a third aim of religious obedience is that it be sacramental, that is, that it propose to us in visible form some extremely important truth of salvation. This was true in the case of Christ who is the sacrament of God's encounter with man and man's encounter with Paoli, "Obedience," pp. 287-8. k God. In Christ not only were God and His love for man revealed, but God also showed us in Him what it is for man to commit himself unconditionally to God the invisible Father. It was only upon His rising from the dead, because of the love and obedience of His life, that the Father established Him in power, or absolutely as Christ, the sender of the Spirit. In the Church also, the extension of Christ on earth, or the earthly body of Christ, it is in the word of obedience that God's will becomes manifest to us. This is why to a certain extent in the case of religious obedience, the word of.obedience is sacramental. It is not so much a word about some-thing as rather the sign under which God's saving will in Christ makes itself present for us here and now within our history. It is in and through obedience, through the word of authority that God's saving reality can address itself to spiritual persons, calling on them for the free obedience of faith and trusting surrender of love. Sal-vation becomes present to religious in the word of obedi-ence, a word which calls for a free personal assent. 'Christ's going out from the Father into the world, a world at enmity with God because of its sins, receives a commission to bear witness to mankind's dependence and need for even more dependence upon God. Only when He had lived His Sonship through to the very end in total obedience to the Father even to the death of the Cross was His divine Sonship fully revealed. Thus it was through His human life that the abiding expression of the Son's obedience to the Father became visibly ex-pressed, and it was His death itself that was the supreme expression or epiphany of His religious surrender to the Father. This self-giving in the way of obedience through self-dispossession is the very essence of the religious com-mitment in the service of God.6~ Thus the practice of obedience as a community affair and as a personal affair is intended to be a constant and visible reminder to all who see religious that all men, all creatures will have true joy only by remaining in a continuous and permanent state of complete and entire dependence on God, a state in which the love of a creature is constantly responding to the love of the Creator, or in the case of religious women a state of de-pendence in which the love of a bride is constantly re-sponding to the love and entreaties of her husband. Man has need of this image since the relationship of man-kind with God is feminine as Scripture so often points out. This sacramentalism of obedience has been very clearly shown by St. Paul in referring to Christian mar-riage: "You married women must subordinate your- ~ Schillebeeckx, Christ the Sacrament, pp. 18--9, 28. ÷ ÷ ÷ Obedience VOLUME 25, 1966 189 4. 4. C,. A. $chleck, ~.$.C. REVIEW,'FOR RELIGIOUS 190 selves to your husbands as to the Lord. For a husband is the head of his wife just as Christ is the head of :the Church which :is his Body and is saved by Him. Just as the Church is in subjection to Christ, so married women must be in everything subject to their hus-bands." a~ As we mentioned when speaking of virginity, the marriage of the virgin.with Christ is the prototype or the model or exemplar of that existing between husband and wife. Thus the submission and obedience of the virgin of Christ to her Lord is to be the model or sacra-ment for all Christian men and women and also for the whole body of redeemed and unredeemed mankind, since this is called to relationship with Christ as His body-person, as His immaculate spouse, wedded to Him 'forever in undying love and submission or surrender, as He is to His Father, Thus there is a sacramental reality attached to the religious obedience of the woman that is not present in the case of the man. And it is this very ¯ modification which can make the practice of obedience something powerful and attractive. And it is this sacra-mental purpose of obedience that meets the need of the Church today. For it is more important than ever to show that obedience is universal in character ~and be-longs to the very, life of the Church. Religious life is not just an "extra, with regard to the Christian life; it is its mOSt~ striking .visible manifestation. Obedience brings to it the completion of our baptismal faith or perfects the consecration proper-to baptism,as If religious life and particularly obedience are to be truly a manifestation of the Christian. life in its perfection, then they must be truly radiant, .truly perfect. Only then~ will they serve their purpose for .existence in the Church; only then wil! they be 'truly alive and dynamic in the Church.a9 It is because of this sacramental aspect of obedience in ~ Eph 5:22 ft. ~ "Thus the profession of the evangelical counsels is a super-addition to that consecration which is proper to baptism. It is in-deed a special consecration which perfects the former oue,.iuasmuch as by it the follower ~f Christ totally commits himself and dedi-cates himself to God; thereby making his entire life a service to God alone" (Paul VI, Magno gaudio a~ecti; REVIEW VOR RI~LXGIOUS, V. 25 [1964], pp. 699-700). See also the Constitution on the Church, Chap-ter 6, n. 44; REVIEW VOR R~LIclous, v. 24 (1965), pp. 714-5; and J. Laplace, ':Education to Obedience," pp. 68-9. ~.This note of "sacramentality" should be seriously considered in all changes and adaptations. It is said that regularity weighs much less on young religious today than ever before. Remarks about re-ligious exercises are rather disparaging. They are considered quite out-of-date or naive~most probably because the values of these things have not been clearly presented. As one author remarks: "It is quite evident that we are suffering from a very evident lack of clear principles presenting valueJ behind certain religious exercises and regularity." We know that when values are not seen neither are the exercises. See M. Belanger, O.M.L, "Donum Dei" 3, pp: 106-7. religion that those who obey should obey as though they were obeying Christ or as the New Testament has it, "as to the Lord." 70 Those who are obeyed shot~ld find the pattern of their conduct in the love and care of Christ, and they must also remember that they in tLirn owe obedience to Christ also. It is in this way that subordination will be met by love and concern. To un-derstand the aims of obedience thus far discussed in this light would seem tocorrectly place obedience in our striving after the perfection of charity. It would give to both superiors and to subjects their respective roles and attitudes and mentalities towards this practice: It points out that the first and chief concern of all superiors, es-pecially major, is the. leading of their subjects to inti-mate union with God. Their primary duty is not the un-raveling of the material and °temporal and financial difficulties of their office nor the successful carrying out of the external apostolates and activities entrusted to the congregation or order. It is to "lead their subjects to God. It is only to the extent that they fulfill this duty that they are making their greatest contribution and gift to God, to the Church, and to their own religious family. To destroy or forget this role of the superior in a religious community is to destroy the [amily atmos-phere that God intended to characterize every religious society. For a superior can too easily become a purely juridical figure or image, one who gives out permis-sions of one kind or another or one who is merely an ad-ministrator, one who organizes the community's work and policies. And then she very quickly loses her primary role, that of being a mother to those of her daughters whom God's providence has placed under her direction so that they might be helped to the perfection of char-ity by reason of her having been in labor until Ghrist was formed in them. It is only when authority is sus-tained by love that it becomes authority in the real and true sense of the word. For only then can it look to God and to the love of God as its real foundation. For His authority is always ultimately a loving authority,~ even when it punishes or corrects.71 It is true that you can say that your religious when taking vows knew that a great sacrifice would be expected of them, the re-nunciation of their wills, their families, the happiness of marriage, and the intimacy of a family and horiae. But all this is a sacrifice, and your own religious because they are usually among the most high-souled and gen-erous women in the Church feel it most keenly. It is most impo.rtant that this element of love be inserted into Eph 5:22. The States o] Per[ection, p. 324. + + + Obedience VOLUME 25, 1966 ]91 th~ exercise of authority in your-case; for as Pius XII re-marked once in speaking to superiors of religious com-munities of~women: It is no doubt true as psychology affirms that the woman in-vested with authority does not succeed as easily as a man in finding the exact formula for combining strictness with kindness and establishing the balance between them. That is an added reason for cultivating your .motherly sentiments.7' Where this spirit is present, you can be assured that the overall characteristic note of religious discipline and" obedience will be found both in the individual houses as well as in the community at large filial confidence and family warmth. It is this :spirit which includes com-plete embracing of rules and customs that lessens your own burdens and is so, conducive both to your own most ardent desires as well as those of your ~eligious the personal and corporate sanctification of all the members. You will always find that where there is mu-tu~ il conviction of'good will, a true family spirit in which.the authority of those in charge is respected and the needs and the different temperaments of those working with those in charge are taken into considera-tion is always present. And it is only this presence that can make of an individual house or an entire com-munity what it was meant to be in the sight of the en-tire Church and world: a training ground and a proving C. A. Schleck, REVIEW FOR RELIGIOUS ra Address to Mothers General, 1952; The States of Perfection, p. 217. When I speak of a mother-daughter relationship, I am not advocating a type of relationship that begets or retains an emo-tional infantilism. This has been defined as "a persistence of re-sponses in an adult that indicates a manner of coping with needs and reacting in a way that corresponds to the psychological attitude or modality of childhood" (M. Oraison, Illusion and Anxiety [New York: Macmillan, 1963], p. 133). There is an exaggerated dependence with fear of responsibility and an unreasonable need of affection and approval. It is often this last need for affection and approval ~hat has given rise to much criticism from subjects who feel mature and yet are the most insecure members of the communityl This in-fantilism comes most often from inadequate home training. And how is religion to cope. with this? It can be done, but it is not easy. God did not allow religious institutes to come into being for the specific purpose of training emotional infants. The family is th~ unit established for thisI As Pius says: "A religious house differs ~rom the family home; it is not the same and does not try to be, because within its walls zeal for dedication and self-denial for the love ~of Christ, and the austere penitential practices [I think he would say possible todayl] involve some measure of discomfort and pain, N~vertheless, as far as possible the religious house shall en-deavor to become a loved family home for each one of the com-munity. And undoubtedly this will be' achieved more easily if all alike respect the foundation structure of the natural virtues which ~requently are the proof of abundant supernatural vigor and splendor" (Address to Discalced Carmelites, 1951; The States oI Perfection, p. 204). ground for sanctity, a kind of an ante-chamber to the beatific vision. Still a fourth aim of religious obedience is the effec-tive building of a community of service for the needs of the Body of Christ. While we cannot and must not make the efficiency of the external .apostolate or the creation of a well-ordered community the exclusive end of the prac-tice of religious obedience, it is nonetheless an end and an important one. This results from what we saw above of the very nature and purpose of authority-itself---the creation of the common good or the good of the com-munity. The Church exists as a mystery of communion, of the many in the one Body of Christ. In the building up of Christ's Body the different members have different functions to fulfill, functions which are meant to build up and unify the whole human race which is called to be part of the catholic unity of the People of God. It is especially through the practice of obedience that reli-gious are brought into community both to be a sigh'of the perfect community of love, the community of the earthly Church and that of the pa.rousia, and also to be at the service of the Church. All the energies and tal-ents and training of the various members are ordered and dovetailed tO be put at the service of Christ and His Church. In fact it is quite true to say that the theol-ogy of obedience and authority is in a special way a theology of unity~and communion. Such a spirit is so welcome in an age when we.are trying to correct some of the deviations which may have unintentionally crept into religious obedience b~ a heavy concentration on its legal aspects. While it is and will always remain very necessary for both superiors and subjects to know exactly and precisely what is involved in the canonical prescriptions of obedience or that amount of obedience without which the community or society could not possibly hope to achieve its objectives, it still remains the function of superiors to urge and of subjects to strive to attain the perIection of obedience or the spirit of obedience. Whereas canonical obedience prescribes and .correcdy sets very ~definite limits to the minimum practice required of the members of a reli-gious society, perfect obedience ,inclines one to look upon everything contained in the religious life as an op-portunity by means of which the members can bring their 'wills and their persons, their whole persons, into perfect accord with the will and the heart of Christ and His Church. It will tend to make them attain the ulti-mate end for which they enter religion--to suppress all selfishness of their special points of view and rejoice to be hsed for the one great work of the redemption of the human race. While it is true that in the last analysis + 4. + Obedience VOLUME 25, 1966 + + ÷ C. A. SchCle.Sc.kC,. REVIEW FOR RELIGIOUS 194 it is the individual religious who will ultimately choose which of the two extensions of obedience she 4s going to take as her rule or norm--minimal obedience or per-fect-- authority does have much to do in shaping or forming a religious to one or other point of view. If authority continues to build up during the years of formation and also afterwards a greater awareness of the aims which we have just presented, it is much more likely that each religious would realize more and more as the years of her life pass by the promise of our Lord Himself to those who consent to follow Him closely: "My ~oke is sweet and my burden is ligh_ t." 7s How simply has all this been stated in the decrees of the Vatican Council: ¯. in order that he might derive greater fruit from his bap-tismal grace, he decides to free himself by his profession in the Church of the evangelical counsels from the impediments which might keep him from the fervor of charity and from giving God a perfect worship . 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. in accord with their capacities and the nature of their vocation . " In professing obedience, religious offer the full surrender of their own will as a sacrifice of themselves to God and so are united permanently and securely to God's salvific will. After the example of Jesus Christ who came to do the will of the Father and "assuming the nature of a slave" learned obedience in the school of suffering, religious under the motion of the Holy Spirit, subject themselve~in faith to their superiors who hold the place of God. Under their guidance, they are led to serve all their brothers in Christ, just as Christ Himself in obedience to the Father served His brethren and laid down His life as a ransom for many. So they are closely bound to the service of the Church and strive to attain the measure of the full manhood of Christ. Religious, therefore, in the spirit of faith and love for the divine will should humbly obey their superiors according to their rules and constitutions. Realizing that they are con-tributing to building up the Body of Christ according to God's plan, they should use both the forces of their intellect and will and the gifts of nature and grace to execute the commands and fulfill the duties entrusted to them. In this way religious obedi-ence, far from lessening the dignity of the human person, by ex-tending the freedom of the sons of God leads it to maturity. Superiors, as those who are to givaen ~ account of the souls entrusted to them, should fulfill their office in a way responsive to God's will. They should exercise their authority out of a spirit of service to the brethren, expressing in this way the love with which God loves their subjects. They should govern these as sons of God, respecting their human dignity. In this way they make it easier for them to subordinate their wills,~ r~Mt 11:30. Vatican II, Constitution on the Church, Chapter 6, n. 44; R~- wrw roa Rr_meious, v. 24 (1965), p. 714. Vatican II, Decree on Adaptation. The Qualities oI Religious Obedience Under this partic~ular heading many various consider-ations could be taken up. It seems best, however, to limit ourselves to a few by reason of their special con-temporaneity or timeliness: supernaturalness, interior-ness, and activeness. The Supernatural Quality o[ Obedience Perhaps no other quality of religious obedience seems to be suffering more today than that of its supernatural-hess. So many questions about and so many defections from the religious life, especially among older reli-gious, would seem to hinge on the motive because of which they live the religious life. This must be, funda-mentally at least, supernatural. And if religious obedi-ence is to be supernatural, then subjects must learn to obey, to carry out the tasks to which they are assigned and the rules and constitutions because these things represent for them the will of God, at least permissive, here and now. The pleasure or 'lack of pleasure that such an action gives or might give should not be the con-trolling motive; nor should the agreeableness or disagree-ableness of the person giving the command or making the decision; nor should the hope of some reward or advancement or fear of reprisal or anything such. The controlling motive in religious obedience should be: God has asked me to do this. The decisive reason for which we owe obedience to religious superiors is the authority invested in them by God. This authority is a supernatural qual!ty and is distinct from all qualities that may adorn a superior in the natural order. In.a sense it belongs t6 the order of charisms and is conferred by God through proper channels for the good of the religious commu-nity. It belongs to the order of faith both for the superior who needs more than the light of reason to recognize it and for the subject who comes to see God in the supe-rior by calling on his faith and who can come to tr6at the superior as God's representative only with the help of filial piety that is entirely supernatural.TM It belongs also to the order of love. For religious are urged to constantly strive to look beyond their superiors, direct-ing their obedience to the source of all authority, God, and to do so out of love and for love. As we have seen, the purpose or aim of obedience is to promote the growth of love; and love, in turn, is intended to enliven obedience and make it more fruitful. As our love grows deeper, so will our obedience to the great benefit of our own interior lives and to the incalculable profit of those who come under our personal influence. The true liberty ~6 Belanger, "Donum Dei" $, pp. 122-3. ÷ ÷ ÷ Obedience VOLUME 25, 1966 195~ 4. 4. 4. C. .4. $chleck, C.S,C. REV1EWFOR RELIGIOUS 196 of a religious consists not in initiative and responsibil-ity nor in terms of independence, at least primarily; it consists in perfect dependence on God, a dependence that is voluntary and cultivated as actively as possi-ble. For who is less a slave than a will that is truly mas-ter of the lower appetites and that has once and for all given itself entirely to the supreme good. It is Charles de Foucauld who once remarked that Christ took the lowest place in such a way that no one can ever take it from Him. This desire to be forgotten and unknown in loving imitation of the rejected Christ still represents the highest reach of Christian asceticism. There is no question, of course, of shrinking from great apostolic works or wasting one's talents. We are speaking of an attitude, a willingness to be content with the task as-signed, and of preference for the lower or less esteemed, when God's glory would permit such a choice.77 This is the ideal motivation to be looked for in regard to religious obedience. Yet if we are to believe reports and experience, it is much more difficult to achieve today than before.7s We seem to be faced with an acceptance of submission that is based on or conceived of in terms of sensitive interpersonal relationships, of liberties and rights to be safeguarded, of discussions with superiors, of private initiatives to be exercised, and, in the, case of some at least, of necessary resistance" to legitimately ex-ercised authority--a kind of religious sit-in. Again we find that there is a good deal of insecurity in the present generation of young people coming to us, even though this may be masked by an apparent confidence and poise, even forwardness. This insecurity, plus the brain-washing they receive through the various media of com-munication, tends to impel them to seek status. This is not always, perhaps not even usually, merely a selfish want. It is a genuine need for a position of security that will assure them of the esteem and support 0f others. Young religious, especially in communities in which counseling or nursing or teaching or other professional work is generally done, manifest considerable anxiety about possible prospects of being assigned to advanced study and also notable frustration and depression if they are passed over. Despite the democratic myth, status positions are a very prominent feature of our society. The only difference between now and before was that yesterday status was rigid; it was that into which you were born; today it is mobile, it is what you make it. Yet it is there as a frenetic push up and down some ladder reflecting insecurity and acting as a feedback to increase 7~ L. Bondy, C.S.B., "Donum Dei" 3, p. 153. ~ G. George, S.J., "Donum Dei" 3, pp. 82 ft. it.TM In the novitiate it may be piety--provided it is not too eccentric--whereas in the juniorate and later on it may be professional excellence even to the point of this becoming a kind of neurotic ambition. The real author-ity figures are the professors or teachers who replace the novice mistress or even juniorate mistress. And the area of competition and prestige shifts from spiritual competence and excellence to excellence in studies,s0 Again, we also find that after some years of profes-sional service in one or other of the apostolates of the community, the supernatural motivation has either not grown at all or has even notably regressed. And then obedience has become for such members only a trial, only a series of fetters and frustrations, so that psy-chologically they become convinced that the community and the religious life is more of a hindrance than a help not only professionally, but also spiritually, that is, in their striving after the perfection of love of God and neighbor. And we all know that there is nothing more painful than to see certain religious lose even the pri-mordial meaning and motivation of their vocation and forget the why of their presence in religious life and fall more and more into a state of regret for having entered and of irritation,sl In fact we can say that the really crucial moment of religious life comes some ten or fif-teen years after entrance, and it usually revolves on the question of obedience. The dream of perfect surrender if it was present earlier appears for what it really is, a daily cross even for the most holy. A less painful solu-tion than sanctity or defection is always at hand---the path of comfortable mediocrity. The problem is solved by simply lowering the ideal, often seeing it primarily or exclusively in terms of sociological and psychological terms and structures and solutions. The motives learned in the early years of formation lose their cogency, and they become an encumbrance rather than a help.s2 As a result of these problems brought about by the societal structure of today there is a growing tendency to feel that reasons must always be given a subject every-time she is asked to do something or given an assign-ment. And this is supported by the argument that only ~See V. Packard, The Status Seekers (New York: McKay, 1959), p. 253. so If this is not handled carefully by those in charge through constant education, formal and informal, intense inner conflict and confusion can result. The tensions in some community juniorates and scholasticates would bear out this idea of "value conflict." s~ Much of this is brought on by changes in outlook and by cer-tain crises considered in our treatment of virginity and to be men-tioned further on in this article. s~ Later on in the part on practical suggestions we shall see what can be done to forestall this occurrence. Obedience VOLUME 25, 1966 197 4. c. ~. S~hled~, REVIEW FOR RELIGIOUS that authority is really strong which obtains consent and participation rather than mere compliance. To give orders is easy but to obtain commitment and intellec-tual and intelligent participation is a major challenge. It is an inescapable responsibility of authority and one which can easily be overlooked. If this principle is used within limits (and I think that it has been oftenS3), it is true and can be followed with-out harming the supernatural motivation of religious obedience. But to make this principle apply at all times and in all circumstances, and especially within the con-text of strict parliamentary procedure and democracy, would exceed its applicability and would indeed destroy the very nature of religious obedience. Every attempt to reduce the relationship between superior and subject to one of mere dialogue between the two, a dialogue in which the subject would not be really obliged to follow the decision, or one in which the subject would be always allowed--by the v.ery nature of the contract--to make his own choice, would destroy the whole notion of obedience and render the relationship between superior and subject within a religious context meaningless. As Plus XII mentioned in an address to a general congre-gation of the Society of Jesus in 1957: And those persons are straying far from the truth who consider that the teaching of the Letter (St. Ignatius' Letter on Obedience) is to be abandoned, and that in place of hierarchical and religious obedience there should be substituted a certain "democratic" equality which would permit the subject to discuss with his superior until agreement between them is reached.~' It is true that where one carries out a command or obeys a constitution or rule which he thoroughly under-stands and with which he is heartily in agreement, there is no question of disobedience. But neither is there necessarily an act of the virtue of obedience. It is quite possible that the subject does what she is given to do from motives that are simply natural or human. And this particularly if training along the lines~.of supernat-ural obedience has never been insisted on. The habit of always giving the reasons for obedience or of point-ing out the reasonableness of the command or assignment given could easily cause a psychological stance that would make the reasonableness of the command and the fact that we both agree on this a condition for obey-ing. Then the virtue has been dethroned, and the per-son could be placed in a precarious vocational situation ~This is used well by A. Greeley, "Fraternal Authority," pp. 562-5. ~ The States of Per]ection, p. 295. This is "selective obedience" at its worst. See C. Davis, "A Catholic Obedience," America, Novem-ber 7, 1964. as far as perseverance is concerned. For there are and there will always undoubtedly be situations in religion when a person will come under a superior who does not wish to or who cannot always give reasons or point out the reasonableness of something which has to be done. For sometimes, to point out the reasons would mean the violation of a secret (the reputation of another member of the community) entrusted to a superior only in virtue of her office, and perhaps after much prayer and reflec-tion, on the part of a subject. I am not saying that reasons should not be given and even frequently, perhaps. For supernatural obedience to really take effect, the formation of the natural on all levels (and not just will-power formation) must also be present. Candidates of 17-18-19-20 are in full adoles-cent development. They are products of today and the societal structures of today; and there is nothing to be gained by closing our eyes to what they are or what they come from, all that I have-mentioned above, demo-cratic environment, a milieu of status-striving, an at-mosphere of constant questioning, and striving for inde-pendence. In fact, we can even ask ourselves seriously whether or not the cultural determinants in the United States today do not make it much more difficult for the majority of young religious to ever arrive at real ex-cellence in the supernatural practice of obedience. At least it is more difficult to arrive there. And superiors and those in training programs must accept this fact.s5 Thus it is very useful and necessary to give specific rea-sons for which things are done to facilitate obedience in the subject (to enlighten their minds before they act), to increase maturity, and even to prevent criticism. Thus the natural good and the spiritual good of the subjects dspecially in the very early training years would dictate that such a policy could and should be followed. But as the theology and meaning of religious obedience is ex-plained to them, occasions, not artificial or contrived but natural and arising out of circumstances, should be given to subjects when they will not be given the rea-sons why they are asked to do this or that. These of course should be given according to the capacity of each subject. This grad~4al training will most likely be much slower today. What we regard as alarming and perhaps a symptom of decline in regard to religious motivation and the nature of the young girl is a retarded appearance of a rather normal adolescence crisis centering around the struggle for independence from authority. Likewise in the case of older religious passing through an obedience crisis (usually around the mid-thirties), you s~ G. George, S.J., "Donum Dei" 3, pp. 82-$; L. Bondy, ibid., pp. 151-2. 4- 4- 4- Obedience VOLUME 25, 1966 ]99 4- REVIEW FOR RELIGIOUS will find pressures making it extremely difficult for them to'respond in an ideal way. She must be helped through this to a deeper and more mature self-gift in and through obedience without sacrificing the essentials of the super-natural quality of obedience merely to keep peace in the family or keep a restless section of the community pacified. Thus the real danger in regard to the supernatural quality of obedience today lies not in the acceptance of the subjects as they are at various stages of personal and cultural development (for this is necessary), but in superiors not willing or a[raid to make the effort to lead them higher and [urther, to a more per[ect supernat-ural obedience as described above. Religious obedience like everything else that pertains to the order of grace is very ofte6 mysterious and demands a deep spirit of faith. Faith, however, is of things that are not seen, of things that lie beyond the grasp and comprehension of mere human reason. They pertaiia to another order of things, the supernatural order, the order of eternity or God in time, and consequently must remain mysterious. Not to train a religious gradually and in keeping with her capac.ity to live in this order would be to destroy the supernatural spi.rit that must lie at the very root of reli-gious obedience.8~ The In~erior Quality o[ Obedience A second quality that must characterize religious obedience and that stands in need of clarification today is its inter.iorness, For obedience to be truly interior, one that touches the very heart of man and not merely a mechanical exterior compliance with directives, it must touch both the will and the intellect. In fact, exterior obedience should be the crowning action of religious obedience embodying and giving visibility to the interior obedience of the will and the intellect. So often obedience of the will is badly misunderstood. It is taken as dying to self-will or as annihilating one's will. This is true if we speak of the specifically selfish in the will, its ill-regulated aspect, But in another and perhaps far more accurate sense obedience per[ects the will instead of suppressing it. It is not a passive virtue consisting in not-wanting. It is positive and active and is meant to consist in wanting as intensely as possible ~The greatest thinkers, often those who have personally suf-fered much from authority, have generally been its staunchest de-fenders and the most supernaturally obedient of men. Teilhard de Chardin i:ould write: "In spite of Rome's having its own r~asons for judging that in the present form my concept of Christianity may be premature or incomplete, I am resolved to remain a child of obedience." what God wants. And in this it finds its highest perfec-tion ~nd fulfillment. The will attains its perfection when it is in possession Of its object, which is the good; and the greater the good, the more is the will perfected. Since the divine will is the object of the human will in religious obedience, the human will is perfected in a supreme degree. In a sense, then, obedience of the will is meant to touch and fashion the whole heart so that a religious ever more fully obeys as life progresses, not through constraint but rather through a connatural in-clination or through that inclination which comes through the gradual growth of the virtue. Just as the eyes are instinctively attracted by beauty of sight and the ears by beauty or harmony of sound, so too the will of a re-ligious should as the years pass by become more and more connaturally attracted by the good which it finds in obedience to God. A religious obeys or should obey because she recognizes the right of another to'command her and because she wishes this other person to have this right and because she loves the order that has been given. Only the supernatural virtue of obedience can bring about this love of authority and command in the life of a religious, and this is not an easy task. It is a constant struggle, but it is something that she should be aiming at from the moment that she embraces this life. And it will certainly grow in the religious who co-operates with all the graces given her in this regard. Obedience so understood does not consist in con-straint, It is rather a free act which alone has full value before God. And it is a kind of sacramental embodiment of the stance of our Lord: ,I lay down my life; no one can rob me of it; for I lay it down of my own accord." 87 In fact we might note that it is to facilitate this obedi-ence in freedom that in nearly all communities the rules and constitutions do not of themselves oblige under pain of sin. It is with this object in view, to draw' out,of subjects a free and voluntary obedience, that most supe-riors today prefer to request rather than to issue strict commands.88 When we come to the other side of interior obedience, obedience o[ the intellect, we touch on a problem that can easily present extreme difficulties both for subjects and for superiors. We have often heard it said that for obedience to be perfect it demands the submission of one's judgment as well as of one's will. This has to be understood carefully, however, Often it is understood to mean that the religious is forced to abdicate her judg-ment and the normal exercise of her intellect. Yet when + + 4- Obedience 8*Jn 10:17-8. ss R. Morency, S.J., "Donum Dei" 3, pp. 16~-5. VOLUME 25, 1966 4. C. A. $chleck, REVIEW FOR RELIGIOUS correctly understood, religious obedience, just as it re-spects the normal orientation of the will, also respects the normal orientation of the intellect. What religious obedience demands is that we submit to others, the rules and constitutions and legitimate authority, our prac-tical judgment at all times, save where an obviously sinful action is prescribed. It also requires that we sub-mit our speculative judgment when this is possible. I say "when this is possible" because what is sacrificed by religious obedience is our speculative judgment. But if there happens to be an instance in which the judgment to be made is not ours to make but is dictated by norms or laws or principles extrinsic to us (and well-qualified norms), then we cannot sacrifice our judgment nor do we have the right to sacrifice it because the judgment in this case is really not ours to give. Such would be the case in the following rather obvious examples: two plus two equals five, or square pegs are best put into round holes. Our speculative judgment could not pos-sibly make us accept these judgments simply because they are not ours to give. They are dictated by norms extrinsic and objective to ourselves which we cannot change and have no right to change. Thus obedience of the judgment does not consist in our bowing before every decision of superiors without judgment of any kind. Quite the opposite. Obedience of the judgment requires the exercise and the use of one's judgment. Nor does obedience of the judgment de-mand that we think the same as our superior thinks or that we judge to be most perfect in itself all that the superior commands, speculatively speaking. The supe-rior is not infallible and can make mistakes. She can at times act imprudently and even unjustly,s° This difficulty, while perhaps rarer in the past because often superiors were far better educated than their sub-jects, is one that is frequent in religious life today. Many subjects have as good, if not better, training in their fields of work than their superiors. We may have a superior of a community engaged in hospital work who ¯ has never been trained in the field. It is quite likely that the problems of the religious engaged in that work will not always be understood by her or handled in the wis-est and most prudent manner. Or we have a superior of a house of philosophy or theology who has spent his en-tire priestly life in parish work or in the field of mis-sionary endeavor. It is quite possible for such a person to make decisions which the subjects, let us say the fac-ulty members, know by their own experience of years of teaching not to be the most prudent or wise. To such Ibid., pp. 177, 162. judgments and decisions no subject can yield his or her speculative judgment simply because he or she does not possess the right or the ability to yield or to make this judgment conform to that of the one in charge. Obedience of judgment, then, does not demand that we canonize all the actions of superiors nor obey be-cause and to the extent that the command is reason-able as this is usually understood. It demands that she recognize this principle: "It does not belong to me to make the decision; it belongs to the superior." Thus a religious cannot regulate her own will or what she does by her own judgment but by the judgment of the su-perior since it is this judgment that she has taken as her rule of action in the practical here and.now situation. She sees in it the designs of God Himself directing her to the end which He has set up foi- her from all eternity. By obedience she vows to give up acting on and accord-ing to her own judgment independently of superiors, which is not the same as giving up the right to make a judgment or to form one. To give up this right would destroy the liberty and freedom and the voluntariness which is so essential in making religious obedience the holocaustal offering of one's will to God. For obedience is not simply a mechanical action on the part of a hu-man person. It is a most personal action and therefore should be freely accomplished. It is an action in which the subject [reely adjusts her will to that of the superior. TO obey without having' moral certitude that such an act is licit is immoral simply because a person is respon-sible for all that she accomplishes, even of that which she does out of obedience. Here, of course, we must be cautious. To establish that an order is legitimate does not take long reflection. In fact, if there is long reflec-tion about the legitimacy of a command, it is usually a sign that the person is psychologically disturbed or hy-percritical and is not an appropriate instrument to de-termine if in the concrete an order is or is not legiti-mate. However, wherever there is question of mere opinion, then obedience will incline us to follow the opinion of the superior to the extent that this is possible. Often-times the position of the superior on something or other is somewhat doubtful, some reasons in favor of it, others opposed. In this case obedience of judgment asks that we consider rather the favorable reasons and be not too strongly attached to the possible objections, that is, if we are to assure a more perfect agreement of will and of judgment. This case often happens in regard to the more practical cases of action, assignments, and so forth, where the superior has a much wider acquaintance with all the factors involved in the decision, ,factors which 4- 4- 4- Obedience VOLUME 25, 1966 2O3 ÷ C. A. $chleck, REVIEW FOR RELIGIOUS subjects cannot see because of their limited vision, fac-tors which affect individuals of the same or different houses or even persons outside the commfinity. Very of-ten a superior is faced with the alternative of the lesser of two evils. We should note that a truly obedient reli-gious wishes that the superior should be right and is always ready to renounce her own will and opinion with ease insofar as it is simply her own. This as we realize demands intense virtue, but it is a goal which every religious should be working to reach. As for "blind" obedience it must not be thought to consist in seeing nothing; rather it consists in submitting one's practical judgment to that of the superior even when the action commanded or the decision indicated to be followed is truly unreasonable from the merely human point of view. For the religious then obeys not becau
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Parties visiting quarries will leave cars at Brownstone Station, on the P. & R. R. R. DO YOU NEED PNEY TO GO TO COLLEGE ? [FROM COPYRIGHTED STEREOGRAFH BY UNDERWOOD AND UNDERWOOD] Happy Land of t :e R* staff Sun where Song Unceasing Flows. Stereoscopes * and * Stereographs K\ can furnish it fo.' you during the Summer Vacation, Many New Subjects for this season: Russian-Japanese War, Panama Canal, Balti-more Fire, President Roosevelt, Gettysburg Battlefield: New Comic Series; Stereo-scopic Tours, accompanied by patent maps and interesting descriptive books- Write for particulars- Underwood & Underwood 3 AND 5 W. NINETEENTH ST., COR. FIFTH AVE., NEW YORK. REPRESENTED AT PENN'A COL. BY E- G- HESS- The CDcFGury. The Literary Journal of Gettyburg College. VOL. XIII. GETTYSBURG, PA., JUNE, 1904. No. 4 CONTENTS "DE SAPIENTIAE PROFESSORIBUS "—POEM, . . 128 ANDROMACHE ET DECIDIANA. RUSSIAN AGGRESSION—Pen and Sword Prize Essay, . 130 PAUL B. DUNBAR, '04. A MODERN FAUST, 136 "X. Y. Z.'' SOCIALISM ,137 JOSEPH E. ROWE, '04. THE SABBATH AS A CIVILIZER, 144 Miss HELEN WAGNER, '06. THE COURSE OF THE U. S. GOVERNMENT IN CONNECTION WITH THE PANAMA REVOLUTION, . 146 CHAS. W. HEATHCOTE, '05. A HUNTER OF MEN—POEM, 148 "BRIDGET." .'THE PATH OF DUTY IS THE WAY TO GLORY," . 151 POEM, 154 EDITORIALS 155 EXCHANGES, . 157 w 128 . THE MERCURY. «DE SAPIENTIAE PROFESSORIBUS." ANDROMACHE ET DECIDIANA. HOW dear to our hearts are those days when at college We studied and wept o'er the classics of yore; The Latin, the Greek, and the terrible German, And brain-splitting ''Math" which we used to deplore. To-night as we sit in the glow of our fire-side, And think of those days and the pleasures of old, Our hearts fain would turn to our former professors, Who gave to us learning, much better than gold. The fire burns low in its smouldering ashes, The faces appear that we once knew so well, Some pleasant and jovial, and others more solemn, But of each, in his turn, we will .now try to tell. Oh Muse ! pray be kind and remain standing by us, And give to us freely and with no restraint, That much sought for gift, the true power of description, So each one may know whom we're trying to paint. The first who appears in the fast dying embers, Is one who made culprits shake clear to their toes ; He'd rap on the desk with a frowning expression, And quell all confusion, just how, no one knows. His eyes were as blue as the azure of Heaven, His hair was inclined to a faint auburn shade, His stature was tall, and this mighty Apollo Was reverenced alike by each man and each maid. And now we behold one so tall and so handsome, Who led our young minds 'round the fair walls of Troy, Who oft would propound his fav'rite assertion That 'there should be guardians for maidens so coy.' And next to him standing, a man of small stature, Whom feline protectors all look on with dread; He bears in his right hand a tight-covered basket, Just lift up the cover ! Out pops a cat's head. Our dear 'Roman Senator' now looms before us, As tall as a dignified 'senex' of old. He too bears a basket, but it's full of good things, And as a 'rear guard' he has 'Waggles,' the bold. The next that appears to our far-seeing vision Is one who seemed stern tho' at heart he was ki-nd. His friends the}' were num'rous, his travels were many, But ever to "Dutchland" his heart was inclined. THE MERCURY. 129 Scarce had his form disappeared in the ashes, When two more professors came into our sight. A halo of gas, (H2S), was around them, Which ever had been their fond joy and delight. How often we shivered when into their class-room We went in dread fear that we might not come out. A "fiss" and a "bang" and a "crash" would oft greet us; And then the stern question, "What are you about?" And now comes a face that so quietly greets us, He led 'little boys' in the way they should go. He taught them politeness as well as sound doctrine, And stirred to high ideals instead of to low. And last but not least comes that jolly, good "Sap'ens" Who once taught us "Math" and a great deal beside, For he used to tell all the jokes of the season, And solved weighty problems discussed far and wide. The fire dies out and we sit there reflecting On those pleasant days and our teachers of old, And we would not sell our fond recollections For all the rich treasures the deep sea could hold. And so let us close while the dark shadows gather, Which hide from our vision each loved noble face. We hope they still walk through those fair halls of learning, And for many years yet each may keep his old place. 130 THE MERCURY. " RUSSIAN AGGRESSION." [Pen and Sword Prize Essay.] PAUL B. DUNBAR, '04. THE discussion of a subject of world-wide importance can-not fail to be influenced by preconceived prejudices. It seems to be natural for Americans as a whole to entertain strongly such a prejudice against Russia. This is probably the result of our instinctive sympathy for the weak in a contest with the strong. The attempt will be made in this paper, how-ever, to set forth as impartially as possible the facts of the Rus-sian Advance. Having studied these carefully, Russia's motives will be discussed, and finally the probable results of these ag-gressive movements will be briefly summed up. A glance at the map of Russia, her possessions and spheres of influence, shows over how vast a region the Empire of the North holds sway. From the Baltic on the west to the Sea of Okhotsk and the Behring Sea on the east, the Russian territory extends in an unbroken stretch—five thousand miles of steppes and mountains, rivers and inland seas, burning deserts and bar-ren tundras. On the broad plains of Siberia are sections of wonderful fertility practically undeveloped and in its mountain ranges are untouched stores of boundless mineral wealth. This entire region is subject to the most diverse climatic conditions, seasons of extreme cold alternating with intervals of almost tor-rid heat. Such is the Empire of the Czar, embracing more than one seventh of the land surface of the globe and support-ing a population of one hundred and thirty millions. Today we see the Great Bear reaching out ready to seize in his powerful clutch territory after territory. The stress of pres-ent events draws our attention especially to the Far East. There we see the Muscovite pressing relentlessly upon the territory of China, and now by the test of battle it must be decided whether Korea also shall be Russian. The Far East is not the only object of Russia's advance. Slowly, silently, by stealth of di-plomacy, plans are being laid, forces set to work to widen Asi-atic Russia to the southward. During the last forty years; THE MERCURY. 131 , •% . — Britain has watched with apprehension the southward advance of the Bear toward her Indian border. Never for an instant dare she relax her vigilance against the encroachment of the Czar. Russian advisers ever ready to advance the interests of their master hold the ears of many of the native border princes. But yesterday came rumors of Russian influence in Tibet, of a treaty of that country with Russia, and the presence of envoys in the Tibetan capital whose purpose is to forward Russian in-terests in opposition to those of England. Turkey and the Balkan States feel this powerful hand and Sweden and Norway look with alarm toward the borders of Finland. What is the history of the growth of this giant among nations ? Three hundred and twenty years ago Russia was a small and semi barbarous state whose advance posts were scarcely eight hundred miles east of St. Petersburg. In the closing years of the sixteenth century, however, there came to the throne a ruler distinguished for severity even in that stern age. Ivan the Ter-rible, by the very cruelty of his rule, inaugurated the eastward movement of that Slavic invasion which now after three cen-turies of alternate advance and retreat is now approaching so terrible a crisis. Rebellious subjects of the Czar fleeing from pursuing troops were forced to take refuge in the unknown, frigid wilderness to the eastward. As they retreated, they easily overcame the scattered nomads who inhabited these regions. Then by turning over the conquered territory to Russia, they obtained the pardon of the Czar Ivan. This was the first step —the entering wedge—in Russia's eastward advance. The tide thus setting toward the Pacific flowed on slowly but resist-lessly, unopposed by rival nations, for the region was to them unknown. A century passed and another mighty figure ascended the Russian throne. Under Peter the Great came further aggres-sive expansion. The northern ocean presented an insurmount-able barrier but in other directions the advance continued. Southward the Muscovite ruler forced his way and to the west-ward Sweden and Poland felt the force of Russian aggression. Thus year after year, under ruler after ruler, the slow policy of 132 THE MERCURY. expansion has gone on. Wherever opportunity offered the Great Bear forced his entering wedge. West and south felt the advance, but it was toward the east that he moved most steadily. As has been said, Russia aims to follow the line of least re-sistance. The vast plains of Siberia, frozen in winter, parched in summer, were a part of the world's surface uncoveted by the earth-hunger of Europe. So while other nations fought and wrangled over other portions of the globe, the Empire of the Czar silently absorbed this mighty region. Thus by slow movements or sudden leaps, by treachery or by diplomacy, by fair means^or foul, Russia at last reached the Pacific—the ocean outlet which she has always desired. Here was encountered an unsurmountable difficulty. Russia, having apparently overcome all obstacles in her march to the sea, was now met and held by the strength of perpetual winter. The ice bound harbors of northern Asia were valueless. Warmer waters must be reached and, having come thus far, Russia was not to be baffled. By a sudden, bold move the Amur was made the southern boundary. Then in i860, subtle diplomacy obtained from China the strip of coast upon which is built the port of Vladivostok. It is significant that the name of this city is the Russian phrase for " Control of the East." As a seaport Vladivostok is a vast improvement over Petropaulovsk, the first Russian port in Kamtchatka, but still there is not en-tire freedom from the disadvantages of winter. Russia still hungered for a warm-water port. The Trans-Siberian Railway was built—five thousand miles of single track reducing the in-terval of transit between Moscow and Vladivostok to only fif-teen days. Events now began to move rapidly in the Far E^ast. In 1894, the close of the Chino-Japanese war left Japan in possession of the valuable harbor of Port Arthur. On the plea that the possession of this port by Japan threatened the in-tegrity of China, Russia forced the retrocession of Port Arthur to its original owner. Two years later, a Russian squadron entered this harbor ostensibly to winter there. Ere many months the world was startled to learn that Russia had leased Port Arthur from China. The integrity of the latter country THE MERCURY. 133 seemed no longer a consideration. Immediately came military occupation of the city and the erection of tremendous defensive works. Russia had obtained her warm-water harbor; but was she satisfied ? Between Port Arthur and the Siberian frontier lies the rich Chinese province of Manchuria. In it have settled many native Russians. What could be more natural than that the Great Bear should covet this prize also to make his possessions com-plete? Asa preliminary step, a Chinese concession was ob-tained for shortening the route of the Trans-Siberian Railway to Vladivostok by a line across Manchuria. Russia had at last obtained a foot-hold south of the Amur. The erection of branch lines to the borders of Korea and the very gates of Pe-kin was but a short stride. In every case the right of garri-soning the railroad was included in the concession. In 1900, came the Boxer Rebellion. Its close saw Manchuria held by an immense Russian army of occupation. In concert with the allies, Russia agreed to withdraw from Chinese territory, but months went by and the Manchurian'army lingered., The wily Muscovite concluded a treaty with China providing for the long-promised withdrawal, but it soon became evident that before this would be carried out new concessions were expected. The Russian representative in Pekin even went so far as to demand that all the Manchurian concessions be granted to Russians. This was but one of Russia's diplomatic attempts to gain a controlling voice in Chinese affairs. China, however, was al'ive to the true state of affairs and refused to commit herself to any further agreements. As a consequence, Russia is still in mili-tary possession of Manchuria. Nominally her troops were kept there solely in pursuance of the treaty-right of protecting her railroad interests. In reality, the whole line was turned into an armed camp by the establishment of forts garrisoned by all branches of the Russian army, and today Manchuria is practically a Russian province. • We now reach the final chapter in the history of Russian aggression—final because it brings us to the present time, cer-tainly not because it marks the end of the advance. With hr's 134 THE MERCURY. grip firmly fixed on Manchuria, the Bear now turned a longing eye to the little kingdom of Korea. The possession of this choice bit of the world was now his aim. Even before the Chino-Japanese war Russia was laying her subtle plans to this end. In 1893 or early in 1894, she made a generous present of rifles to the Korean army and even furnished a Russian drill-master to train Korea's seven thousand soldiers in European tactics. At the same time swarms of Russian agents entered the country. The fruit seemed almost ripe for plucking. But now an opponent faced Russia. Japan had long watched this onward march with jealous eye. In this move toward Korea she saw a positive menace to her existence. Nothing remained but to throw down the guage of battle and to begin the contest whose result is being awaited by the entire world. What are Russia's motives and what her ultimate policy ? Her statesmen would have us believe it is a simple one. Says M. Witte, the former chief of Russian finances and now presi-dent of the Committee ot Ministers : " History measures not by years, but by centuries ; and from this point of view, by the building of the Chinese Eastern Railway to Port Arthur and Dalny.a mighty work is completed, a historical problem is solved, and one of the last steps is taken in the advance of Russia to the Far East, in her effort to find an outlet to the open sea, to the ice-free shores of the Pacific ocean." This is indeed Russia's principal object, but its fulfillment means also the control of northern Asia. And since the de-velopment of her railroad policy has done so much already for the advance of Russian territory, there is no reason to believe that it will not be made the occasion of further advance. We have the word of M. Witte that Russia's object is to obtain a warm-water port. This is in the main a legitimate object and has been partly fulfilled by the acquirement of Port Arthur. But it must be remembered that Port Arthur is not wholly a Russian possession. It is, therefore, obvious that the Russian wishes will not be entirely satisfied until that port is Russian beyond a doubt. The same is equally true of the whole pro- THE MERCURV. 135 vince of Manchurfa. Then, too, it is more than probable that the desire is to reserve the acquired territory for Muscovite trade alone. It is true that Dalny is an open port, but Port Arthur is closed and foreign merchants find much difficulty in meeting Russian competition in Manchuria. As a recent writer puts it: The Russian motive may be viewed from two stand-points. Russia herself would have us believe that it is benevo-lent. She is building a railroad through unopened territory, erecting modern cities and valuable mills in the wilderness, and setting up an orderly government in the place of misrule. The outsider acknowledges all this, but what, lie a;ks, will Russia demand in return for these enormous expenditures? The an-swer is apparent. It has already been given. She has the right of protecting her interests and now demands a complete monopoly. Such are Russia's complex motives. What will the outcome be? If Russia be successful in the present contest, will her aggressive plans be concluded without opposition ? Will the world witness the spectacle of Korea and China absorbed or will the Powers step in to fix a limit to further expansion ? If they do so, will their strength be sufficient to restrain the Bear already flushed with victory ? If Russia be vanquished, will the settlement thus arrived at be permanent ? Will little Japan continue to be an efficient barrier, or will returning strength again put in motion the tide setting toward the Orient with overwhelming volume ? Will the gallant Island Kingdom perish or may it look for help to Europe and America? Time alone can bring an answer. Here prophecy has often failed and will fail again, for as has been well said: "Russia's state-craft is not of the months or of the years; it is of the ages. It is not of monarchs, but of a dynasty, and it is less the policy of the dynasty than it is the need of a people and of a land." 136 THE MERCURY. "A MODERN FAUST." (BEING A BIT OF TRUTH MASQUERADING AS NONSENSE.) ONCE upon a time—during the twentieth century—there lived a young man who had been but three years out of college. Having entered the greater University of the World, he had been hailed by his fellow Freshmen as a comrade, had been hazed by Sophomores, patronized by condescending Juniors, and deluged with advice by venerable Seniors, even as he had been in college. But he was a restless and adventure-some youth. The monotony of the office palled upon him, and, for relief, he experimented in Mysticism and Christian Science. One momentous evening he conceived the idea of putting his knowledge to the supreme test, by summoning be-fore him the Prince of Darkness. Thereupon he took down his LeConte and. his Mary Baker Eddy from the shelf and set to work. And in very truth, gentle reader, in less than half the run-ning of an hour glass, Mephistopheles himself stood before him. faultlessly attired in evening clothes—for the red cap and mantle had succumbed to the spirit of progress in Hades even as the simple sins of our forefathers have given place to the more delicately refined and ingenious vices of to-day. But in this one respect was the Devil unchanged. For no sooner had the usual conventionalities been exchanged than lie attempted to purchase the soul of the youth in the most approved man-ner. He showed him visions of fair women, even as he had shown them to the Faust of old. But the youth was unmoved; he smiled and shook his head, for he was a wise youth. And the Devil promised him great riches and power. But the youth, for he was wise, replied, "If these things were worth while, O Lucifer, I could attain at a lesser price, even hard work. It is not enough." T,hen did the Devil promise a most miraculous thing, "For," said he, "if thou wilt give thyself to me, Grover Cleveland and William J. Bryan shall make a truce and be as brothers. Shoulder to shoulder they will fight for thee and nominate thee for the Presidency on the Democratic THE MERCURY. I 37 ticket. Thou wilt be the most talked-of man in the Nation." But the youth, being wise, replied : "Am I not own cousin to the Proprietor of Pennsylvania, and is it not agreed that I shall be the next State Treasurer? And is not this better than to be President, much less a candidate for President mid on the Democratic ticket? Go to, it is not enough." Now the Devil was almost vanquished, but he was also wise and he thought deeply, and he said, "I can then offer thee nothing more than again to make thee a reckless, carefree Sophomore among thy former classmates. Think! Is it not enough?" And the youth meditated within himself; he knew there were no days like those days; he longed again to be carefree and thought-less, recognizing no higher authority than his own sweet will and the majority action of his class; his heart called out for those friends who, too, had dwelt in Arcady. And he replied, "It is enough." For he was a wise youth withal. MORAL—Eat, drink, and be merry, ye Seniors, for to-mor-row ye die. "X. Y. Z." • SOCIALISM. ( Written for the Pen and Sword Prize Essay Contest.) JOSEPH E. ROWE, '04. THE word socialism was first used in 1835 in connection with an organization founded by Robert Owen of Eng-land. This society was given the grandiloquent appellation of the Association of all Classes of all Nations, and its purpose was to secure "Social improvement and reconstruction." Since that time the word socialism has been applied rather incautiously, and,as a consequence, it is an exceedingly difficult word to define with precision. According to some writers there is a growing tendency to regard as socialistic any inter-ference with property undertaken on behalf of the poor, or any measure promoted by society to limit or modify the working of the economic principle of laissez-faire. Roscher defined socialism "as including those tendencies which demand a greater regard for the common-weal than consist with human 138 THE MERCURY. nature." John Raeof our day declares that it is common to describe as socialistic "any proposal that asks the State to do something lor the material well being of the working class, or any group of such proposals, or any theory that favors them." Janet defines it as "every doctrine which teaches that the State has a right to correct the inequality of wealth which ex-ists among men, and to legally establish the balance by taking from those who have too much in order to give to those who have not enough, and that in a permanent manner, and not in such and such a particular case—a famine, for instance, or a public calamity." But these definitions and all others describe only phases of the question. For instance, in order for any measure to be socialistic it need not proceed from the State; it may emanate from individuals just as well; in fact the earliest socialistic measures proceeded from individuals. There was socialism in colonial times when they had a common storehouse from which each one received his equal share of goods; the instituting of a wider system of public schools is a highly socialistic measure ; an equal distribution of profits between two partners, or among the many members of a company is also socialistic; and yet it is just as proper and usual to describe as socialistic the so-called "strikes," or the assassination of million-aires by dynamite. It is, therefore, evident that socialism em-braces a great deal; at the same time, we must remember that all these are only different phases of the same great question. All socialists are alike in attempting to secure a more equit-able distribution of wealth, or in endeavoring to equalize op-portunities for acquiring it; but the salient points upon which they differ are the ways and means of accomplishing their ends. Some maintain that the State, by managing industry and controlling land, could best promote the commonweal; others very emphatically declare that there should be no cen-tral government at all. The more radical of the first class try to get control of the government; those of the latter class en-deavor to destroy it. Unfortunately in the present age the most influential forrfl of socialism is of the most radical and revolutionary character— THE MERCURY. 139 that which desires no government at all. Alexandria II. of Russia and our late President McKinley fell victims to this outrageous doctrine. Nihilism and anarchism are its more specific names. Yet we cannot afford to consider as danger-ous all socialistic measures of today. Upon exactly this prob-lem a great amount of useless discussion has taken place. Politicians of late years have made very effective use of the ambiguity in the word socialism. Whenever an opponent could accuse a candidate for public office, of promoting socialistic measures, no matter how benevolent or beneficial they might have been to the people, the mention of that word together with the prevalent misconception of it in its better sense, was generally the most derogatory charge brought against him in the eyes of the ignorant working classes—the very persons whom worthy socialistic principles would benefit. Although every writer has made his own classification of so-cialists, they all directly or indirectly acknowledge the four following classes: (1) large-hearted and thoroughly benevo-lent men whose feelings have been touched by the unjust op-pression of laborers ; (2) those who are revolting against cruel oppression; (3) those who are discontented with their positions in life, principally because they fail to realize their limitations; (4) the lowest class whose adherents are characterized by a covetous, selfish, and utterly lawless spirit. The first of these classes consists principally of nothing more than ardent sympathizers with the socialistic movement in its better meaning. According to good authority more than a half million of such men are found in the United States. Many ministers of the gospel and other benevolent men as well as the members of philanthropic and humanitarian orgini-zations belong to this class. They sympathize deeply with the oppressed laborer and endeavor to alleviate his misery by every peaceable means. Others of this class" become so impressed with the necessity of social and industrial improvements that they have devoted their lives entirely to the cause. These are quite liable to be-come extremists, and notwithstanding the fact that their inten- 140 THE MERCURY. tions are of the most noble character, more harm than benefit results from their efforts, chiefly because the lower moral and mental capacities of those whom they influence are not vigor-ous enough to prevent the latter from becoming radical, desper-rate, and fanatical. Hall Cane has pictured such a man in his "Eternal City" in the person of Dr. Roselli or of David Rossi, especially in the latter; but the futility and evil consequences of their efforts are also portrayed in a striking manner. It is only natural that there should be such men especially in a Christian nation. When one considers the extremely low wages for which laborers had to work at certain periods of our history, the condition of some of their homes even in our day, the company store and the extortion ot overwork from them by overseers, it is not very strange that large hearted men should bestow their symapthy. No doubt, these conditions have been vastly exaggerated by some writers, but that they exist to a reasonable extent cannot be doubted. The oppressed or those who imagine themselves to be in such a condition, constitute the second class of socialists. Only men who work come properly under this divisicjp; those who become discontented and quit work will be considered later. Labor Unions consist almost entirely of such men; if they suspend labor, it is only temporarily, and is for the purpose of bringing about better conditions. Occasionally the labor union-ists content themselves by merely putting a stop to production, but more frequently, almost invariably, they manifest quite "an omnivorous spirit of destruction." The whole cause of the unreasonable demands made by Labor Unions seems to arise out of ignorance. They claim that the whole production of their labor belongs to them, on the ground that wealth belongs to those who make it. In a certain sense this is true, but not according to the interpreta-tion of it given by these laboring men. They understand it to mean that the entrepreneur, landlord and capitalist have no natural right to a portion of the wealth produced, forgetting that in the modern differentiated and specialized form of in-dustry these—especially, the entrepreneur and capitalist—are THE MERCURY. 141 absolutely indispensable. The socialistic idea of the State's ownership of land could probably do away with the landlord, but to attempt the abolition of entrepreneur and capitalist in our present industrial system is absurd. Another very prevalent kind of socialism arises out of the fact that a great many men, failing to realize their limitations, complain of the more advantageous opportunities of other in-dividuals. They claim that the world owes them a living, but as some one has said, "are too lazy to collect the debt." It is this sort of socialism which is the "besetting sin" of our age. Ambitious people now-a days are so thoroughly imbued with the spirit of "sticktoitiveness" that only a few failures leave them practically undaunted. Having been taught, as Dr. Furbae says, such precepts as "There is always room at the top," encouraged by such maxims as "Try, try again," and cautioned to aim high instead of directly at the mark, they continue to strive for positions to which it is impossible for them to attain and for which, if they did reach, they would find themselves wholly unfitted. Many a proud father and fond mother, either because they have wished to encourage a son, or because of the blindness of paternal love, are respon-sible for a young man's superabundance of self-esteem by their having told him that he is not like the average person, and then he goes forth into the world only to consider his efforts unsuccessful because he cannot do as much as some one else who probably has much greater talent. It is this tendency of the individual's failure to realize his true place in life and his proper relation to others that has produced in our age so many dissatisfied, petulant, and cynical socialists. The last and most dangerous sort of socialism is that which manifests itself in murder, vandalism, and other lawless practices. It is exactly synonymous with anarchism. The number of such persons in the United States is as astounding as the awful doctrines which they promulgate. Some years ago President Seelye of Amherst College, declared: "There are probably 100,000 men in the United States to-day whose animosity against all existing social institutions is hardly less than bound- 142 THE MERCURY. less.' In 1881 their press consisted of 19 journals with a cir-culation of about 80,000, and since that time their numbers and the powers of their press have vastly increased. The fol-lowing are statements from some of their papers. "Religion, authority, and state are all carved out of the same piece of wood—to the Devil with them all!" "Dynamite is the power which in our hands, shall make an end of tyranny." "War to the palace, peace to the cottage, death to luxurious idleness." "You might as well suppose the military orginizations of Eu-rope were for play and parade, as to suppose labor orginizations were for mere insurance and pacific helpfulness. They are organ-ized toprotect interests, for which, if the time comes, they would fight." This last, taken from a socialistic paper of Chicago, pro-bably shows, to a great extent, the true relation between Labor Unions and socialistic tendencies of the most awful character. Such socialists probably began their careers as oppressed working men, or as men who failed to realize their true posi-tions in life, and later under the influence of violent socialistic journals or the lectures of an Emma Golden, became fanatical. A great number of them are foreigners who, having become disgusted with the absolutism of Europe, have come to Amer-ica to carry out their nefarious designs. Several great movements of the past two centuries have conspired to inspire socialistic propensities in men. The foun-dation of the American Republic, with the annunciation of her principles—-such as, "all men are equal and possessed of cer-tain inalienable rights such as, life, liberty and the pursuit of happiness"—paved the way for ideas which, carried to extremes by the ignorant and mischievous, resulted in socialism. In the same way, the French Revolution radiated its evil influences; and the Proclamation of Emancipation by Abraham Lincoln had its baneful as well as its worthy effects. But more influential than any of these has been the greatly increased profits of the rich. How would a poor down-trodden laborer look upon the following statement which occurred in a paper of 1880 ? "The profits of the Wall Street Kings the past year were enormous. It is estimated that Vanderbilt made THE MERCURY. 143 $30,000,000; Jay Gould $15,000,000; Russel Sage $10,000,- 000; Sidney Dillon $10,000,000; and James R. Keene $8,- 000,000. Is it strange if the working man thinks he is not getting his due share of the wonderful increase of national wealth ?" How do men to-day regard a rise in the price of coal-oil and the next week read in all the papers that the larg-est stockholder of the Standard Oil Company has made a be-nevolent gift of several million dollars ? The assassination of rulers and millionaires, the wanton des-truction of property by strikers, and the inconvenience accru-ing from a stoppage of production are not the only bad results of socialism. It tends to ruin the Church as well as the State. Infidelity and skeptacism follow closely in its tracks. In a so-cialistic convention at Pittsburg not many years ago the follow-ing nefarious resolution was unanimously adopted: "The church finally seeks to make complete idiots of the mass, and to make them forego a paradise on earth by promising them a fictitious heaven." "Truth, a socialistic journal of San Fran-cisco says : "When the laboring men understand that the heaven they are promised is but a mirage, they will knock at the door of the wealthy robber, with a musket in hand, and de-mand their share of the goods of this life now ! " What could have a more disasterous effect upon discontented humanity than to read such doctrine ? The socialist of this order denies the existence of God on the ground that if there would be one, wealth, happiness and opportunities would be more equally shared ; they forget to see that the rich are as often unhappy as the poor, and that God sends "his rain upon the just and unjust." Although an attempt to solve a problem of such magnitude may appear absurb, there is, at least one, feasible solution— a more general acceptance and use of the principles ot Chris-tianity. "Socialism attempts to solve the problem of suffering without eliminating the factor of sin." That all suffering caused by our industrial system is the result of sin, either on the part of employer or emplyee, or of both, there can be no doubt. If the spirit of the Golden Rule were put into practice, it "would 144 THE MERCURY. dictate such arrangements between capitalist and laborer as will secure to the latter a fair return for his toil." As Dr. Fisher says, "It will check the accumulation of wealth in a few individ-uals. And the Christian spirit, as in ancient days, will inspire patience and contentment, and a better than earthly hope, in the minds of the class whose lot in life is hard." THE SABBATH AS A CIVILIZER. Miss HELEN WAGNER, '06. WHEN God said, " The seventh is the Sabbath of the Lord thy God, in it thou shalt not do any work, thou nor thy man servant—," He surely had more ends in view than the mere refreshing of man and His own glorification. Besides achieving these results the Sabbath has other far-reaching in-fluences. Chief among these influences we see its power as a civilizer, as an educator and a refiner. It has long been an ac-knowledged fact that Christianity pnd education go hand in hand. In the accomplishment of one we necessarily attain the other. The influence of the Sabbath is like the atmosphere—it sur-rounds every one it touches, whether with that one's approval or not. The most violent atheist would be no more likely to scorn the influence of the day set apart chiefly for the worship of the God he ignores than would our staid old deacons. It has been proven that no civilized country can exist without the aid of the soothing influence of the Sabbath on the passions ot men, in the observance of its laws. Because the influence of the Sabbath is so all-prevailing and must be felt everywhere, no man can or does escape it. Christians, of course, are those most directly affected by the Sabbath. They come into immediate contact with some of its most potent influences. A true Christian never misses the Sabbath—he spends . it in the worship of God and for rest as was commanded. And so he reaps not only the physical bene-fit but the intellectual as well. One of his chief duties and THE MERCURY. MS '* pleasures is a regular attendance upon divine worship. Thus while being spiritually fed and elevated he assimilates some of the best literature and art of the world as it radiates from the pulpit and the organ loft and the temple of God itself. But the people who do not come into direct contact with the Sabbath influence, feel it just as surely. They must breathe it with the very air. One cannot go anywhere on the Sabbath Day without being made very conscious that this day differs from all others. In the cities and towns the stillness imparted to the streets, noisy and hustling on other days, by the aspect of the closed stores and shops and the absence of the clattering dray and shouting venders, and the quietly passing inhabitants with their peaceful, serene countenances and their fresher, more artistic raiment, and the sweet music of the church bells—all have a subduing, refining influence on the sensibilities and pas-sions of men, not easily thrown off. And out in the open country away from church bells and changed surroundings one feels an unwonted peace and calm—one breathes with the very air which draws one a little nearer Mother Earth—and thus is made to appreciate her beauties and truth a little more fully. Besides these maternal, physical influences there is another, more subtle, ever advancing influence—the influence of man upon man. Usually the Christian does not need the Sabbath environment for purposes of self-education and refinement, but those with whom he associates or with whom his friends come in contact may and are more helped, as they imperceptibly absorb from him a finer sense of right and wrong and a better general knowledge, than they would be by any numbers of over-zealous instructors and noisy evangelists. I46 THE MERCURY. THE COURSE OF THE UNITED STATES GOVERN-MENT IN CONNECTION WITH THE PANAMA REVOLUTION. ( Written for the Pen and Sword Prise Essay Contest.) CHAS. "VV. HEATHCOTE, '05. PANAMA has an area of about 31,500 square miles and a population of almost 300,000. When Panama revolted a short time ago, it was not the first time she attempted to throw off the yoke of Columbia. In 1885 a similar revolution took place. Columbia promised various reforms which checked the revolution. However, Columbia failed to carry out these reforms. Columbia established a centralized form of govern-ment which caused Panama to lose the privilege of a state. For years the idea of building a canal across the isthmus has been in vogue. The French Company, which attempted it a few years ago, failed miserably. It remains for the United States to carry out the plan. The Panama and Nicaragua routes were suggested. The need of the canal is very evident. If the canal had been built when the Oregon made her long run around Cape Horn the United States government would have been saved much expense. Then, the American interests in Porto Rico, Cuba and the Pacific possessions strongly urge the construc-tion of this canal. For a time the Nicaragua route was favored. A bill was drawn up and unanimously ratified by both Houses of our Na-tional Legislature. The main idea of this bill was that when the canal was completed it was to remain neutral under the protection of the great European powers. However, delay over this part led the people to favor the Panama route. Fi-nally, upon the recommendation of the Walker Commission, the Panama route was chosen providing it could be bought from the old French Company for $40,000,000. However, to keep our word with Nicaragua, the Spooner compromise was passed which instructed the President to select the Panama route pro-viding the necessary arrangements could be made. If, not the Nicaragua route was to be chosen. About this time Columbia became very much interested in THE MERCURY. 147 the canal affairs. They gave the United States every assurance that a treaty favoring the Panama route would be ratified by their Senate. However, after much delay, it was unanimously rejected. Columbia was to receive $10,000,000 for certain con-cessions. Columbia thought the United States was an easy mark and refused to ratify the treaty unless $20,000,000 was given to them. In all these proceedings the Columbian politi-cians refused to consult the wishes of Panama. Panama knew the value of the canal. That the Columbian politicians were working for their own interests was very evident. Conse-quently Panama's hatred for Columbia grew more intense. When the revolution broke out the world was not surprised. The revolution was virtually bloodless. The republic was soon recognized by the United States, France, Germany, Russia and many other powers. In a short time a treaty was drawn up and signed. By this treaty the United States gained complete ownership of the canal and received much more territory than she would have received had Columbia-not acted in such an ugly manner. The course of the United States government has met with general approval by all well-thinking people. All the foreign powers sanctioned the action. Many people tried to condemn the course of the government because the warships were or-dered to prevent any of Columbia's troops being landed to bring Panama to time. How often in the South American rev-olutions the lives of our citizens and likewise their property have been endangered. Many times before this the United States marines and sailors were landed to protect the property of our citizens. American interests are better developed in Panama than in any other South American state. American capital runs the whole railroad system on the isthmus. What good is a government to its people if it fails to protect them ? Then again Panama had been recognized by the United States and for that reason alone her action was justifiable. Some people in criticizing the government forget the action of Presi-dent Polk in the way he started the Mexican War. His action cost the United States' thousands of lives and dollars in order to maintain the national honor. Today all people recognize 148 THE MERCURY. that the addition of Texas to United States territory is a blessing. The idea that the government's course is a stain up-on the history of our country is erroneous. The government has upheld our traditions by being the champion of the weak and helping young republics maintain their standing. "A HUNTER OF MEN." "BRIDGET." WITHIN the forest depths I wandered far, O'er the great battlefield, where bloody war Had made upon our land a loathsome sore, Healed now, but still retaining its deep scar. At last, upon a wooded hill was found, what I had sought, A monument, commemorating strife With victory and loss of life, The boon God-given, A monument for heroes, dearly bought, A witness unto Heaven. Upon a natural rock, like those which on the hillside lay, Was carved the figure of a man; Not as the Knights of old, with upright pose, And fearless eyes, he faced his foes, at bay, But crouched and hid him, midst the trunks of trees, And with a deadly purpose, did the hillside scan. 'Twas here I rested me, A dream I dreamed, Which, to my wand'ring fancy, even seemed A waking dream, a reverie. Within the homestead of an old Virginian farm, A mother sat one sunny summer morn, Holding, within the shelter of her arm, A little babe, her son, her own first born. Oh! what a wondrous grace was in those words,, "her own," What sword could pierce the soul of such a one ? A soul, so full of hopes, before unknown, The deed too cruel, to be planned or done. THE MERCURY. 149 A glorious future lay before her boy, All fashioned with her mother love and care, A future, full of happiness and joy, Devoid of sin, the bait of Death's dread snare. "Her own," but ever since the earth wastrod By her, above all women blest of God, In honor of her wondrous motherhood, The soul of womankind has felt the sword. He grew into a handsome, stalwart youth, Beloved by many, and disliked by few, Then came the blow; her soul was pierced in truth, And he went forth to die, as sons of all brave mothers do. To die, but could he kill his fellow-man? This was the question that had haunted him, Upon the day of march, and in the nightly din Of dreadful dreams, bloody with warfare's ban. A marksman of sure eye, and hand unfaltering, Far-famed was he, And many a woodland voice had cased to sing Through death, from him, its untaught melody. So, when night's dreams were changed to day's reality, Not placed in ranks that fought an open war was he, But called of men, a sharpshooter, lay low, Upon the hillside's brow, to slay the unwary foe. #**#*#***♦* The sun comes flickering through the whispering leaves, Casting their shadows on green moss and fern, A birdling, from a nest above, moves restlessly, and grieves, In dismal chirpings, for its mother's late return. The noonday calm is over hill and glen, Save for the distant sound of battle's roar, There, where a multitude of bravest men, Fight onward for their country's noble fame, for honor more. Then with a rustling sound, the calm is broken, The underbrush is parted by a man in blue, A moment's pause; no warning word is spoken, To tell him "Death is waiting now for you." And he, whom destiny ordained to give to Death her prey, One instant hesitated, in his covert lay Sickened by fear, of his dread deed alone, Then aiming fired and it was done. ISO THE MERCURY. Quickly his weapon casting on the ground, He bounded fearless, down the wooded slope, His boyish eyes, all bright with unshed tears, For in his soul remorse fought hard with hope. And Hope, how soon 'twas vanquished in the fray, A boy, scarce older than himself, his victim lay, Dying in agony upon the sod ; No word he spoke, but with great eyes of pain, Looked up into his face, who had his brother slain, And then, just as the birdling fell to earth, His spirit met his God. 'Twas then a red mist rose before his eyes, a mist of blood ; Concealing the poor body of the slain, from which the soul had fled, He climbed once more the hillside's weary road, Determined to repeat his deed of dread. At sunset, when the wounded mother-bird Returned, to find her nestlings gone, No sound, upon that dark hillside she heard, To tell her of the deeds that there were done. Yet, 'midst the underbrush, there silent lay What had been seven brave men, And he, who watched the little bird's dismay, Red-eyed and haggard, envied each of them. But God is good, his day of darkness o'er, A wandering bullet claimed him for its own, And his sad soul, its struggles knew no more, No more did yearn for murder to atone. As from my dream I woke, my heart was torn With pity, for the " Man of Sorrows " who, Upon another hill, in distant clime, Gave up his life " hunter" for such as you. " Oh, God Omnipotent! " aloud I cried, " For His dear sake forgive the crimes, Committed in the name of Liberty, and dyed With heroes' blood, the curse of warlike times." THE MERCURY. 151 "THE PATH OF DUTY IS THE WAY TO GLORY." NO one will deny me the fact that our present age with all its hurry and hustle, its energy and propelling-force, its competition and its competitors, is an age for the success of in-dividual purpose. Having granted this concession, it follows that individuals must exist with specific purposes, carrying out and fulfilling the obligations which are imposed on them. Be-lieving that no man has ever been created without a purpose, which results in a duty or obligation to his Creator, and when he fulfills this obligation or carries out this duty he has a for-tune worth more in realistic and spiritual value than all the Rockefellers, Carnegies, Vanderbilts or any other gods of gold that ever lived—believing this, I ask you to come with me to the rich meadow-lands of Connecticut, where on Oct. 5, 1703, a man was born who graduated from Yale University at the early age of 16 and set out into the world following the paths of duty and therein was his fortune, a legacy far richer than any earthly inheritance the world could have given him. It was during his boyhood days that a problem of extreme importance began to trouble him, and the solution of this was the determining of his course in after life. From that time he became a man that had an end in view, a something to say and he said it. A bold, fearless, ardent and consistent advocate of his belief; a man with a conscience so clear, so pure, and so unbiased that all the world loved him though he sought not for their favor; a man with iron-clad precepts, not for others, but for himself and he lived them; a man that has come down through two centuries, spotless, to live in the hearts of all man-kind, and who dares to say that his glory shall not live till the sun shall cease to rise and set and until time shall be no more ! This man of purpose or duty has been the father of a very illustrious progeny. Among his descendants more eminent men have been numbered than have been recorded of any other man in American history. They have been most promi-nent in the ministry, in education, in law and a number have sat on the bench. Let me mention some of them: Dr. Jo-nathan Edwards, Aaron Burr, Vice-President, Prof. Park, of Andover, President Woolsey and President Uwight, of Yale, 152 THE MERCURY. not forgetting the elder President Dwight. Three Presidents of Yale are his descendants. Could any man be more signally blessed or have a richer inheritance in the hearts of his child-ren ? He was also a born naturalist, and there is hardly any doubt that had he not become our greatest theologian he would have been our father of Natural Philosophy. As a boy he dis-covered facts which have been handed down to the naturalist of today as most valuable information. Who can set the limit for his discoveries had he devoted himself to this branch of science with his purpose and ambition ? Jonathan Edwards as a man, as a theological and philosophi-cal writer, as a naturalist and as the broadest and grandest man the American pulpit has ever produced, stands out in lines so bold, in verse so tender, and in character so spotless as to thrill with admiration and awe every American youth of today. Who would not love to be what he has been ? Who would not exchange all the wealth he possesses—I care not whether it be millions—for the place Jonathan Edwards holds in the hearts of the people and in the history of his country ? His life is a story that should make any young man enthusiastic and his success has been such as would turn the heads of thousands had it been theirs, but not his for he had a purpose, a convic-tion, a duty to the world and his fellow-man and until that should be accomplished his labor was with him incessantly. Truly he knew the paths of duty and just so surely his glory followed. In two centuries from today how many men's 'names of the present generation, lives and characters do you suppose will have been handed down to posterity ? Where are our Long-fellows, our Emersons, Whittiers, Bryants, Lincolns and Far-raguts of today ? Are we producing any such ? Indications from the past decade and more do not show them and it is believed that unless a change in the ambitions of the young of today is brought about, America will have none to record in her history. The lust for gold is the keynote to this dearth of noble manhood. Men are willing to sacrifice anything—prin-ciple, creed, honor, friends, self, anything—no matter what to obtain the riches of a Carnegie or Morgan. THE MERCURY. 153 Says B. O. Fowler, "if this, our republican form of govern-ment is to stand we must have men" and he means more men like Jonathan Edwards. The U. S. Senate has grown to be a rich man's club, the offices of the government are filled and controlled by political graft with men who are unable to cope with the issues demanded of them. Oh for a few fearless preachers of duty and loveliness, for a few men like Jonathan Edwards; men with purposes, men with a sense of duty and honor, men with the love of a superior being in their hearts ! Our nation must have these men and she is going to get them. Whether they come from Connecticut or from Florida, from California or from Pennsylvania it matters not; they must come. Would you have this, your free form of government turned into a monarchy? Indications point us to the fact that it is gradually being done and there is only one sure method of making the wrong right. This threatening evil can only be averted by finding men who are willing, if need be, to die for a correct principle. Nothing counts so much as principle and nothing tells in a man like purpose. If you would have a for-tune, have a principle, and if you would have the love and esteem of your fellow men live a principle. In all the history of the world there never was a grander period in which to live than the present. Never was there so much to do, so many chances, so bright an outlook, but it is only for the man with a sense of duty. The nation wants men, but she wants them stern, tender and fearless, full of duty and loneliness as was this missionary to the savages, this first of American naturalists, this explorer of philosophy and theology. If for no other vir-tue we should love and revere the memory of Jonathan Edwards today because of his devotion to stern duty and to no other cause can we attribute his success and glory. If asked to write his epitaph I would have inscribed on his monument the sub-stance of his acts done on earth : "The part of duty is the way to glory." "C. E. B. '05." 154 THE MERCURY. POEM. ( Written by a quondam High School pupil.) We come before you this evening, To tell of our High School days, And while our stories we relate, Don't criticize our ways. We started the fourth of September The ladder of knowledge to climb, While the months were rapidly passing, Marking the flight of time. While our work was thus progressing. The holidays drew near, And through all the glad and happy days Were pleasures, unbedimmed by tears. We studied hard to reach the goal, We scholars of Number Ten, And now to the fullest we realize " Laborum Dulce Lenimen." The friendships, sympathies and all That were our life in school, Are meshed with memories of the hall, Which was our working tool. 'Tis sad to part with friends so dear, With whom so long we've been. Try as we will, the briny tears Will come, and sight bedim. School life, so dear, is over now, On life's broad wave we speed, May God 'ere guide our journey through, And we His warnings heed. To one and all we bid farewell, As now are separated The many friends who proved us well, And joys anticipated. Farewell to many undone tasks, To victories not yet won ; May all unfinished work In heaven, if not on earth, be done. * f THE MERCURY Entered at the Postoffice at Gettysburg as second-class matter VOL. XIII GETTYSBURG, PA., JUNE, 1904 No. 4 Editor-in-ch ief C. EDWIN BUTTER, '05 Exchange Editor CHARI,ES GAUGER, '05 Business Manager A. L. DILLENBECK, '05 Asst. Business Managei E. G. HESS, '06 Associate Editors H. C. BRILLHART, '06 ALBERT BILLHEIMER, '06 H. BRUA CAMPBELL, '06 Advisory Board PROF. J. A. HIMES, LITT.D. PROF. G. D. STAHLEY, M.D. PROF. J. W. RICHARD, D.D. Published each month, from October to June inclusive, by the joint literary societies of Pennsylvania (Gettysburg) College. Subscription price, one dollar a year in advance; single copies 15 cents. Notice to discontinue sending the MERCURY to any address must be accompanied by all arrearages. Students, Professors and Alumni are cordially invited to contribute. All subscriptions and business matter should be addressed to the Busi-ness Manager. Articles for publication should be addressed to the Editor. Address THE MERCURY, GETTYSBURG, PA. EDITORIALS. LOYALTY TO Probably no force, power or influence among ALMA MATER, the graduates of a college is felt so much as Loyalty. We all believe that a college can be only what her Alumni wills her to be. If she is to spread her influence through-out many states; if she is to wax strong and command a place among the leading universities and colleges of the world; if she is to grow and prosper as she should, and as so many col-leges are doing, she must have your support, Alumni. Loyalty to Alma Mater must be your watch-word day and , night. Be eager, ready and enthusiastic at all times and you will be surprised beyond measure how much you can do for her. The very fact that you are a graduate is proof of your obligation and should be a sufficient incentive to rouse your earnest endeavors on her behalf. I56 THE MERCURY. Every college, no matter where or how situated, has its own reasons for producing loyal Alumni. It is, indeed, a sad day for the old mother when liar son turns his back on her, and it is a sorry day for Gettysburg when an Alumnus forgets her love and devotion. Perhaps a true indication of the success a man will make in the world is the spirit and vehemence with which he accomplishes his college work. If the undergraduate does his very best and is loyal to the core, the college cannot be without loyal Alumni. He who sings most lustily his Alma Mater'a songs, who has again and again made his throat raw with a "heike" for the orange and blue, who fervently loves every spot of this historic ground, he is the fellow who usually counts for something. Tis to the devotion and love and in-terest of such men that Gettysburg pays tribute. Loyalty to Alma Mater means the preaching of her charms to every boy who expects to go to college, and to many more who have never had a thought of a college course. Loyalty to Alma Mater means doing one's best and a keen and lively interest in all her affairs. Loyalty to Alma Mater means your unbounded support, Alumni, to your college publications. Gettysburg wants love and devotion and loyalty from every Alumnus. How much will you do for her in the next year ? Shall we, undergraduates, believe your efforts to be commen-surate with your love ? It is the only criterion we have with which to take your measure. Are you one of the many who are always so busy that when an appeal comes you must beg to be excused ? If you are made of such stuff, Gettysburg has no use for you, and the noise you will make in the world will never cause a disturbance. Our dear old college has many loyal alumni who have fought, bled and died in her interests, and to them, we, her sons, give all the honor and reverence for what she is today and for what she gives promise of in the not far distant future. Sooner or later in the life of many a young person the ques-tion comes, "To what college shall I go after I have prepared myself in the academy or high school?" It is thrusting itself upon a great many young people in this month of June, as the THE MERCURY 157 colleges and universities are sending out their scores and hun-dreds of graduates and the preparatory schools are finishing up the share of- the work that properly belongs to them. It is a serious question, one that will mean much in the life of the in-dividual, one that should not be decided without grave con-sideration. Shall he go to the college having the most successful ath-letic teams ? or to the one having the greatest reputation ? or to the one which makes the greatest promises ? These are some of the questions usually taken into consideration by pro-spective college students. But how many stop to ask them-selves and to consider the vastly more important question, "Which college lays the greatest emphasis upon the training of its students in the duties of good citizenship and the devel-opment of Christian character?" This, after all, is the important consideration. Not how great a reputation do the athletic teams have, not how much does it seem to promise, but how much importance does it attach to the development and training of that which really makes character ? H. C. B. -^> EXCHANGES. " Criticism is essential to good work. True criticism is both appreciative and corrective, but it is not so essential that a writer receive perfect criticism after all. Public judgment, fav-orable, adverse or perverse, is instructive and leads us to correct our errors, improve our style, sharpen our wits and pay more attention to the perfecting of our work, line by line. Have you a thought, the plot of a story, the idea of a poem ? Write it in your best and freshest moments and lay it by until the frost of cool evenings has chilled it, and it has become a thing apart from yourself. Then criticize it, remodel it, with your best impartial judgment. Never doubt that the English lan-guage has the right word ; and the right words rightly and ar-tistically constructed, make famous literature of the thought of men."—The Bowdoin Quill. I58 THE MERCURY. V The Otterbein Argus contains a rather interesting story en-titled " Character Painting." It pictures quite vividly the con-dition of many a poor child in the mining districts of our coun-try and portraying the effect produced by refinement and wealth upon so uncultured a mind as that of the heroine. While this story is good in the main, it is the only article of a literary nature in the journal. We cannot feel that such a meagre amount of literary matter does justice to a school which styles itself an university. The editorial pointing out why students should remain for commencement, whenever it is at all possible, is timely and well worth putting into practice. Commence-ment exercises are the crowning events of the year, and cer-tainly, whenever possible, the student should avail himself of this privilege to enjoy the happy closing of the school-year and also to bid farewell to the graduating class for whom it means so much. Remember that you yourself expect to be in a similar position some day, then perhaps you can better appreci-ate its significance. The best part of the World's Fair number of The Wabash is its "exchange pickings." The exchange editor is to be com-mended^ for his judgment and selection of clippings. We quote a few of them. " Are you Hungary ? Yes; Siam. Well, come along ; I'll Fiji." Again : " It is said some girls are pressed for time ;—others for the fun of it." " If college bred is a four-year loaf (The Smart Set says its so.) Oh tell me where the flour is found For us who need the dough !" —The Acorn. TEACHER—Johnny, repeat after me " Moses was an austere man and made atonement for the sins of his people." JOHNNY—" Moses was an oyster man and made ointment for the shins of his people." MM » "THE MERCURY. 159 "Usefulness is the rent we are asked .-to pay for room on earth. Some of us are heavily in debt." The May number of the Manitou Messenger \s a credit to the new staff. The oration "The Public Service of Church and School" is a well written and logical development of the power exerted upon the state by church and school. " Chaucer's Hu-mor" is a terse estimate of one side of his nature, as seen in "The Canterbury Tales." We are glad to welcome the Bucknell Mirror to its long va-cant place on our table. The only literary article, "The Col-umn to the Right of the Doorway," is an interesting and amusing reminiscence of a college prank fifty years ago. An increase in amount of literary matter would greatly improve the paper. The Buff and Blue contains a number of short articles. Among them "The Assassination," while an interesting recital of an imaginary college joke, it might be much improved by a smoother style, less abrupt and " choppy " sentences. The article on "Fiction" gives a brief history of its beginning, de-velopment, present use and abuse. " Ninety-Seven," an episode of an undergraduate who was determined to win his race in an indoor meet, is well written and worth reading. The Red and Blue is always among the best journals of fic-tion on our table. The June number is no exception. Roses bloom and roses fade, Flowers bloom and die. Life is made of sun and shade, ' Laughter and a sigh. Heigh-o ! sun and shade, Laughter and a sigh. Love is like the roses red, Fading in a day ; Soon 'tis dead, its sweetness fled On the wind away. Heigh-o ! soon 'tis dead— Pluck it while you may.— The Haverfordian. ■ The Susquelianna contains a well written article on Jonathan Swift, setting forth his true character. It calls attention to the fact that the vulgarities in his writings, on account of which he ■ i6o THE MERCURY. is not read, are no index to his real character. The spirit of the age demanded writings of such a nature, hence his contri-bution. "The Midnight of the Revolution" gives us a good resume of the condition of affairs in our own country during its struggle for birth. The writer has well digested the his-torical facts relating to this period and gives them to us in terse and unbiased form. In The Western Maryland College Monthly, "Old Man Knowl-ton's Greenbacks " is quite an interesting narrative of how an old miser was robbed of his greenbacks by rats. We think the story might have been told in a more interesting way. The break in the story, caused by shifting the scene to events in the court room, detracts from the narrative; while, on the other hand, were the style in which the story is begun continued, the produc-tion would be much better. The other articles are good. On the whole, the paper is worthy of commendation. The Pharetra contains a sort of parody on " The Raven " (under the title of " Easter Vacation "), which begins well, but soon loses rythm and at times whole lines are entirely devoid of any claim to poetry. However, considering the production as a whole and its probable intent, it is fairly good. SPRING TIME. The cro- cusses As the bull rushes O'er the grass-blades 'Neath the " bloomin' shades ' Of trees which are short For the cro-cusses frolicking sport. —Ex. PATRONIZE OUR ADVERTISERS. Weaver Organs Weaver Pianos Used by Gettysburg College Y. M. C. A. 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Guinea-Bissau (S/2018/110) ; United Nations S/PV.8188 Security Council Seventy-third year 8188th meeting Saturday, 24 February 2018, noon New York Provisional President: Mr. Alotaibi. . (Kuwait) Members: Bolivia (Plurinational State of). . Mr. Inchauste Jordán China. . Mr. Ma Zhaoxu Côte d'Ivoire. . Mr. Tanoh-Boutchoue Equatorial Guinea. . Mr. Ndong Mba Ethiopia. . Mr. Alemu France. . Mr. Delattre Kazakhstan. . Mr. Umarov Netherlands. . Mr. Van Oosterom Peru. . Mr. Meza-Cuadra Poland. . Ms. Wronecka Russian Federation. . Mr. Nebenzia Sweden . Mr. Skoog United Kingdom of Great Britain and Northern Ireland . Mr. Hickey United States of America. . Mrs. Haley Agenda The situation in the Middle East This record contains the text of speeches delivered in English and of the translation of speeches delivered in other languages. The final text will be printed in the Official Records of the Security Council. Corrections should be submitted to the original languages only. They should be incorporated in a copy of the record and sent under the signature of a member of the delegation concerned to the Chief of the Verbatim Reporting Service, room U-0506 (verbatimrecords@un.org). Corrected records will be reissued electronically on the Official Document System of the United Nations (http://documents.un.org). 18-05017 (E) *1805017* S/PV.8188 The situation in the Middle East 24/02/2018 2/14 18-05017 The meeting was called to order at 2.10 p.m. Adoption of the agenda The agenda was adopted. The situation in the Middle East The President (spoke in Arabic): In accordance with rule 37 of the Council's provisional rules of procedure, I invite the representative of the Syrian Arab Republic to participate in this meeting. The Security Council will now begin its consideration of the item on its agenda. Members of the Council have before them document S/2018/146, which contains the text of a draft resolution submitted by Côte d'Ivoire, Equatorial Guinea, France, Kuwait, the Netherlands, Peru, Poland, Sweden, the United Kingdom of Great Britain and Northern Ireland and the United States of America. I now give the floor to members of the Council who wish to make statements before the voting. Mr. Skoog (Sweden): Sweden and Kuwait earlier this week put forward a draft resolution to respond to the desperate calls of the United Nations and the humanitarian community in Syria for a cessation of hostilities for an initial period of 30 days, in order to allow for much-needed humanitarian relief. We have been working intensely with all Council members to operationalize the concrete requests of the United Nations, the humanitarian community and, above, all the civilian population on the ground. We have done our utmost to accommodate Council members' concerns. It is now time for the Council to unanimously shoulder its responsibility and show that meaningful action is possible. The key components in our draft resolution are a nationwide cessation of hostilities for at least 30 days, weekly United Nations humanitarian aid convoys to all areas in need, and immediate emergency medical evacuations. The United Nations convoys and evacuation teams are ready to go. The draft resolution also calls for the immediate lifting of sieges of populated areas, including eastern Ghouta. It reiterates its demand, reminding in particular the Syrian authorities that all parties have an obligation to act in accordance with international law to protect civilians and hospitals and other medical facilities. The draft makes an exception for military operations directed against the Islamic State in Iraq and the Levant, Al-Qaida, the Al-Nusra Front and other terrorist groups designated by the Security Council. This in no way relieves the parties to the conflict in Syria from upholding their obligations under international law at all times, including the principles of distinction, proportionality and precaution. The draft resolution is not a comprehensive peace deal on Syria; its aim is purely humanitarian. There are already ceasefire agreements in force for the areas where fighting has escalated the most. They need to be complied with. There are existing monitoring mechanisms that can be utilized. The role of the Council is to push the parties to the conflict to comply with the proposed cessation of hostilities in order to urgently enable needed alleviation of suffering for the people of Syria. If the draft resolution is adopted today, it can de-escalate violence, save lives, alleviate suffering and break the deadlock on humanitarian access and sieges. Since the first call for a cessation of hostilities, the situation has gotten dramatically worse, particularly in eastern Ghouta, as we have heard from the Secretary- General and from Under-Secretary-General Mark Lowcock. After seven years of war, the situation for innocent civilians in Syria has never been worse. But we have an opportunity to turn things around today to avert the disaster unfolding before our eyes. The draft resolution before the Council represents a resolute and very urgent attempt for the Council to take decisive and meaningful action. Today, we count on each and every member to do the right thing. The President (spoke in Arabic): The Council is ready to proceed to the vote on the draft resolution before it. I shall put the draft resolution to the vote now. A vote was taken by show of hands. In favour: Bolivia (Plurinational State of), China, Côte d'Ivoire, Equatorial Guinea, Ethiopia, France, Kazakhstan, Kuwait, Netherlands, Peru, Poland, Russian Federation, Sweden, United Kingdom of Great Britain and Northern Ireland and United States of America The President (spoke in Arabic): The draft resolution received 15 votes in favour. The draft resolution has been adopted unanimously as resolution 2401 (2018). 24/02/2018 The situation in the Middle East S/PV.8188 18-05017 3/14 I shall now make a statement in my capacity as representative of Kuwait. I associate myself with the statement just made by the Permanent Representative of Sweden on our behalf. The unanimous adoption today of resolution 2401 (2018), following lengthy and intensive negotiations, demonstrates that the penholders, Kuwait and Sweden, are keen to ensure unanimity on this important humanitarian resolution. The resolution renews hope in the Security Council's ability to be unified and speak in one voice, sending a clear and explicit message that it rejects any violations of the Charter of the United Nations. I wish to thank all Member States that voted in favour of the resolution, which includes key and specific demands in response to the appeals of the international community, the most important of which are as follows. First, it demands that all parties cease fire without delay throughout Syria for a minimum of 30 days. Secondly, it allows the United Nations and its partners to immediately undertake medical evacuations safely and unconditionally. Thirdly, it requires all parties to ensure the unimpeded and safe access of all humanitarian and medical workers. Fourthly, it calls on all parties to lift the siege of populated areas, including eastern Ghouta. We are totally convinced that, while the resolution may not end the humanitarian suffering in Syria at once, it is a positive message that the Council today is solidary and united to end this humanitarian suffering and hostilities right away. The biggest task now is to ensure the implementation of the provisions of the resolution in order to save civilian lives in Syria and deliver their humanitarian needs immediately. The Security Council still has a great deal to do so as to end this tragic crisis in Syria, which is about to complete its seventh year. The resolution that we have adopted today is only an interim solution, as a political solution in Syria is the only way to achieve a comprehensive settlement of the crisis and meet the aspirations of the brotherly Syrian people, in accordance with relevant Security Council resolutions, especially resolution 2254 (2015) and the 2012 Geneva communiqué (S/2012/522, annex). The State of Kuwait stresses the importance of reaching an agreement among Council members to prevent any attempt to obstruct a draft resolution aimed at stopping flagrant violations of human rights. Kuwait supports the code of conduct proposed by the Accountability, Coherence and Transparency group, whereby Council members would pledge not to obstruct draft resolutions that address crimes against humanity, genocide and war crimes. We also support the Mexican-French initiative calling on restraint in the use of the veto in the event of serious violations of human rights, based on our commitments to abide by the four Geneva Conventions and their Protocols, international humanitarian law and the outcomes of the 2016 World Humanitarian Summit. We call for engagement on general humanitarian issues, such as the delivery of humanitarian aid, the evacuation of the sick and injured, and humanitarian truce, as procedural issues. In order to prevent the recurrence of such tragedies and the great suffering of humankind, the veto must not be used in such instances. I now resume my functions as President of the Security Council. I give the floor to the other members of the Council that wish to make statements. Mrs. Haley (United States of America): I want to thank the penholders, Sweden and Kuwait, for their work, their sacrifice and their time in the negotiations. As we look at the negotiations, I think it is also important that we bring the Council some of the voices of the Syrian people in eastern Ghouta, who have suffered so much while waiting for the Security Council to act. A doctor treating patients in a makeshift hospital described the conditions she is facing: "We are mental and emotional wrecks. There is nothing more we can do. We are bled dry." In a haunting video, the doctor walks into a room with a crying mother as she says, "I am waiting for my son to die. At least he will be free of pain. I was just making bread for him when the roof fell in. He is going straight to heaven. At least in heaven there is food." Another message we received yesterday which I think was relayed to Council members in the closed consultations, but which I think it is important to repeat again — was an emergency call from a doctor in eastern Ghouta, who said: "We have a horrible situation here. We are being targeted with all kinds of weapons, non-stop. We lack everything: water, food, medical supplies, S/PV.8188 The situation in the Middle East 24/02/2018 4/14 18-05017 shelter. This is a disaster. Everyone is just waiting to die." Today, the Security Council finally took a step towards addressing these devastating levels of human suffering in Syria. The United States wants nothing more than to see the ceasefire in resolution 2401 (2018) implemented immediately across the country. It is critical that the Al-Assad regime and its allies comply with our demand to stop the assault on eastern Ghouta and immediately allow food and medicine to reach everyone who needs it. All of us on the Council must do our part to press the Al-Assad regime as hard as we can to comply. But we are late to respond to this crisis — very late. On Wednesday, the Secretary-General made an emotional plea for an immediate ceasefire in Syria to allow the very basic necessities to get to the people. Kuwait and Sweden had a version of the resolution ready to go for a vote, but Russia called for a delay. On Thursday, in an effort to stall, Russia called for an open meeting on the humanitarian situation in Syria. At that meeting (S/PV.8186), 14 members of the Council were ready to impose a ceasefire, but Russia obstructed the vote again. And then yesterday, the Council sat around for hours, ready to vote, only to have Russia delay it again. Every minute the Council waited on Russia, the human suffering grew. Getting to a vote became a moral responsibility for everyone, but not for Russia, not for Syria, and not for Iran. I have to ask: why? At least 19 health facilities have been bombed since Sunday. As they dragged out the negotiations, the bombs from Al-Assad's fighter jets continued to fall. In the three days it took us to adopt the resolution, how many mothers lost their kids to the bombing and the shelling? How many more images did we need to see of fathers holding their dead children? All for nothing, because here we are voting for a ceasefire that could have saved lives days ago. And after all of this time, hardly anything has changed in the resolution except a few words and some commas. The Syrian people should not have to die waiting for Russia to organize its instructions from Moscow or to discuss them with the Syrians. Why did the Council allow this? There is no good reason we should not have done this Wednesday, or Thursday, or Friday. We may not know the faces that we are talking about. We may not know their names, or these people, but they know us. And we all failed them this week. I guess there is unity in that. Today, Russia has belatedly decided to join the international consensus and accept the need to call for a ceasefire, but only after trying every possible way to avoid it. The resolution marks a moment of Council unity that we must seize and maintain beyond the 30-day timeframe. We hope that the resolution will be a turning point, where Russia will join us in pushing for a political settlement to this conflict and take action to re-establish real accountability for the use of chemical weapons in Syria. Progress starts by adhering to the ceasefire with no excuses. After so many years of defying the Council's demands, the Al-Assad regime must change course. None of us should be so naïve as to accept that the Al-Assad regime can continue indiscriminately bombing schools, hospitals and homes under the fake excuse of "counter-terrorism". Al-Assad's bombing must stop. The ceasefire must be given a chance to work. We look to the Al-Assad regime's backers, especially Russia and Iran, to address what the Secretary-General rightly called a "hell on Earth". All eyes will now be on the Syrian regime, Iran and Russia. Our goal with this resolution is clear. The Al-Assad regime needs to stop its military activities around eastern Ghouta, and for once allow humanitarian access to all of those who need it. We are deeply skeptical that the regime will comply, but we supported the resolution because we must demand nothing less. We owe that to the innocent people of Syria begging for help. In the days to come, our resolve to stand by our demands in the resolution will be tested. All of us must rise to the challenge of maintaining this ceasefire, just as we came together today. All of us must do everything we can to make the demands of the resolution a reality. That is the only way to restore the credibility of the Council. The Syrian people have been waiting long enough. Mr. Nebenzia (Russian Federation) (spoke in Russian): Following lengthy consultations, during which the overwhelming majority of delegations demonstrated a sincere focus on seeking joint solutions — for which we thank them — the Security Council has unanimously adopted the humanitarian resolution 2401 (2018), on Syria. I wish to particularly thank the penholders, the Permanent Representatives of Kuwait and Sweden, for their tireless efforts 24/02/2018 The situation in the Middle East S/PV.8188 18-05017 5/14 and resolve to reach a compromise up until the very last moment. Russia supports the resolution because it encourages the Syrian parties to work as quickly as possible to bring a halt to the hostilities, comply with previous agreed-on decisions in that regard, engage in negotiations on a general de-escalation and establish extended humanitarian pauses throughout the country. The reason it took us so long to reach agreement on the resolution was because we did not support the directives it included for an immediate cessation of hostilities for a relatively long period, and the reason for that was simply because it was unachievable in that form. A ceasefire would not have happened if we had adopted the directives without any concrete agreement between the warring parties, and any approach so removed from reality would definitely not help to address the pressing humanitarian problems in Syria. It will be crucial to ensure that the Security Council's demands are reinforced by concrete agreements on the ground. It would be naive to think that any of these complicated issues can be resolved overnight. We trust that all the external stakeholders with influence will work to bring that about. We can see that some foreign sponsors of the illegal armed groups have either fallen very short in that regard or have been deliberately flouting their obligations. Russia is working with all the parties to the conflict and doing everything possible to normalize the situation and actively assist the humanitarian efforts. Iran and Turkey, our partners in the Astana process, have taken on a major part of the work, and we are preparing for an important meeting in the Astana format next month. In the southern de-escalation zone a fairly decent level of cooperation has been established with Jordan and the United States, although we have been seeing tension rising in some areas owing to activity by armed groups. The resolution clearly states that it does not apply to military operations against the Islamic State in Iraq and the Levant, Jabhat Al-Nusra, other Al-Qaida-affiliated organizations and various groups that the Security Council has recognized as terrorists. That struggle that will continue. We call on international stakeholders to coordinate closely on this issue, including with the Syrian authorities, and in strict compliance with international law and with respect for Syria's sovereignty and territorial integrity. The goal of combating terrorism must not become a pretext for solving this or that geopolitical issue of dubious legitimacy, which is exactly what the United States is doing in Syria. Instead of being drowned in rhetoric about Russia — and by the way, next time I am going to count the number of times Ambassador Haley mentions my country — what we are insisting on is a prompt end to the occupation-style efforts of the so-called coalition, which, among other things, would have a definite humanitarian impact, enabling the Syrian Government to address the issue of restoring normal life in all the areas that have been liberated from terrorists, including in the north and the east of the country. Closing the coalition's Al-Tanf military base would solve the problem of the internally displaced persons in the Rukban camp. In that connection, we would also like to point out that every effort should be made to deliver aid via the most direct routes, as provided for in the humanitarian resolutions on Syria. It is important that today's resolution calls for speeding up the immediate deployment of humanitarian mine-clearing operations throughout Syria. It also reiterates the demand that all parties demilitarize medical facilities, schools and other civilian infrastructure and refrain from establishing military positions in residential areas, something that the illegal armed groups have frequently been guilty of. The conflict's flashpoints are more clearly identified, and are not limited to eastern Ghouta and Idlib, and that includes Raqqa, which the coalition has laid waste. It also expresses indignation at the militias' shelling of Damascus, in which our Embassy has been hit several times. We know that the humanitarian situation in Syria is dire and in urgent need of effective measures, but we can see perfectly well that the propagandistic picture being painted of eastern Ghouta is identical to the loud campaign in late 2016 during the counter-terrorist operation to liberate eastern Aleppo. We must engage not just with eastern Ghouta, but with Raqqa, Rukban, Foah, Kefraya and Yarmouk. Every area of Syria should get help. The resolution emphasizes the importance of supporting the restoration of stability in the areas that civilians are returning to, which in our view sends an unambiguous message to those capitals that continue to make restoration assistance conditional on a specific transitional direction in the political process. It stipulates that the humanitarian priorities for Syria in 2018 are not limited to Under-Secretary-General Lowcock's five requests. The agenda is far broader. We S/PV.8188 The situation in the Middle East 24/02/2018 6/14 18-05017 hope in particular that the specialized United Nations agencies and their partners will be sensitive to requests from the Syrian authorities. In conclusion, I would like to express my deep concern about the public statements by certain United States officials threatening aggression against Syria, a sovereign country. This is a warning that we will not countenance any arbitrary interpretation of the resolution that has just been adopted. We demand an end to this irresponsible and hateful rhetoric. Rather, there should be joint efforts to settle the conflict in Syria on the basis of resolution 2254 (2015). Mr. Delattre (France) (spoke in French): France welcomes the unanimous adoption of resolution 2401 (2018), which demands that a cessation of hostilities be established without delay throughout Syria, in order to enable humanitarian personnel to evacuate the wounded and to gain access to the population. The negotiations were arduous. However, despite their differences in approach, the members of the Security Council managed to prevail in the name of the humanitarian imperative. The resolution is vital in the true meaning of that word, since halting the shelling and evacuating the wounded are matters of life and death for thousands of Syrian people, especially in eastern Ghouta, which has been under siege by the Damascus regime for days. I would like to thank the delegations of Kuwait and Sweden — which introduced the resolution, with our support — for their efforts, perseverance and outstanding work in arriving at a robust text. As by President Macron and the Secretary-General forcefully recalled last Wednesday, it is imperative and urgent to end the shelling of eastern Ghouta, Idlib and the whole of Syrian territory immediately. That was the thrust of yesterday's joint call by President Macron and Chancellor Angela Merkel to President Putin during their demanding and close conversation on the issue. It is also the reason for our vote today. The resolution is the outcome of our concerted efforts, as well as a belated response to the violence unleashed against civilians in eastern Ghouta and elsewhere. Let us make no mistake: a cessation of hostilities for an initial 30 days to enable humanitarian access to meet vital urgent needs is only the very first step. It is the minimal response to the repeated demands of both the United Nations and humanitarian actors, which have been conveyed for months by Council members, in particular by France. It is now up to the regime's supporters to ensure full compliance with the cessation of hostilities without delay and to respond to all requests for access to humanitarian assistance and medical evacuations in accordance with the text we have just adopted. We specifically call on the guarantors of the Astana process to assume their responsibilities and effectively ensure that the Syrian regime immediately cease its hostilities and ensure respect for the basic principles and rules of international humanitarian law and human rights law. It is urgent that humanitarian assistance reach without delay the people who need it. Every minute counts because every minute can lead to the loss of lives. Nothing would be worse than to see this resolution remain a dead letter. That is why France will be extremely vigilant on all those points over the coming hours and days. We all know that a return to stability in Syria is the only way to put a definitive end to the humanitarian crisis, for which a political solution is required. More than ever, therefore, we must redouble our efforts to establish a neutral environment that will enable a credible political process and elections to be held in Syria, as part of the Geneva process and resolution 2254 (2015). France is ready to continue working tirelessly with its partners to that end. As we said yesterday in this forum, the elements for a regional and potentially major international confrontation have coalesced today. That is a risk that must be taken very seriously. We must therefore come together, as we have done today, to put an end to the humanitarian catastrophe under way, prevent a spillover of the conflict and seek an inclusive political solution in Syria. These are three indissociable priorities, and our generation will be judged on whether or not we are able to put an end to the Syrian tragedy. This text is a potentially important step, but it is obviously not the end of the road. Let us be frank: the hardest part has yet to be done. Therefore, on behalf of France, I would like to launch a two-pronged appeal. The first is a call for the resolution to be fully and immediately implemented. We are all aware that pitfalls and obstacles abound. This is a reflection of the extent to which resolute and coordinated engagement by all members of the Security Council is crucial to ensuring that the provisions we have just adopted are implemented on the ground without delay. To put it even more clearly: if we do not put all our resources 24/02/2018 The situation in the Middle East S/PV.8188 18-05017 7/14 and energy behind the full implementation of this resolution, we know that it will not work. Above all, that applies to Russia and the Astana guarantors. The second call is to use this truce as leverage to put an end to the spiral of violence in the Syrian tragedy and create positive momentum towards an inclusive political settlement in Syria. That must be our common ambition. There is a glimmer of hope today in that regard. Let us seize this fragile moment to begin to reverse the course of events, despite the magnitude of the difficulties ahead. As the Council knows, France is fully committed to that goal. Mr. Hickey (United Kingdom): The United Kingdom welcomes the adoption of resolution 2401 (2018). In particular, we applaud your work, Mr. President, together with Sweden, as co-penholders. But this is not a moment for self-congratulation. It has taken us far too long to agree this resolution. While we have been arguing over commas, Al-Assad's planes have been killing more civilians in their homes and in their hospitals, imposing unbearable suffering. Despite the amount of time we have spent in this Chamber over many years discussing the devastating humanitarian crisis, we have still not been able to achieve the peace and security that the Syrian people so desperately need. As the conflict enters its eighth year, the situation in eastern Ghouta and elsewhere in the country is far worse than we ever thought imaginable. The barbarity and depravity of the Al-Assad regime shows no limits. We must never lose sight of the fact that the pictures we see and the stories we hear from this comfortable Chamber are the agonizing reality for hundreds of thousands of civilians — for men, women and children who are being forced to eke out an existence underground to avoid being killed by a regime that commits daily atrocities against its own people. I have heard some say that the information about the situation in eastern Ghouta is propaganda. A doctor in eastern Ghouta, having heard such comments, said this morning: "Amid the chaos and the bombs, it is the not being believed that almost hurts the most. We are dying here every day. And when people say that they do not believe us, that is pain upon pain." This is not propaganda. It is a living hell for hundreds of thousands of residents of eastern Ghouta. As we have repeated many times, the intentional and systematic targeting of civilians and civilian objects not only violates international humanitarian law, it is a war crime. The United Kingdom will be unrelenting in our campaign to ensure accountability. By having voted in favour of the resolution today, we are standing up and saying that we will not stand by and let this happen. In the face of escalating violence, devastation and suffering, we must all now take practical steps to improve the situation for those living and dying in a hell of one man's making. The resolution demonstrates our resolve to put a stop to the brutal violence. It demands that all parties cease hostilities without delay. That means right now, immediately. The role and responsibility of the Council does not end with the adoption of this resolution, quite the opposite. All States Members of the United Nations, but particularly Council members, must now take responsibility for ensuring that the resolution is implemented in full, without delay. The resolution calls for the Council to review its implementation within 15 days, but we must all be active in supporting and monitoring implementation from the moment we step out of the Chamber. If we see any of the parties violating the terms of the resolution, we must bring it back to the Council immediately. Those with any influence over the Syrian regime — Russia, Iran — have a particular responsibility to ensure that the ceasefire is respected in full and without delay, that all sieges are ended and that humanitarian aid is delivered. This is the absolute minimum that the people of Syria deserve. As much as we welcome the adoption of this resolution today, it is only a small step. Just as one aid convoy in three months to a besieged area cannot even begin to address the humanitarian crisis, one resolution alone cannot solve the situation in Syria. We must do everything in our collective power to ensure that this resolution is effective in delivering for those whom we have failed to date. We must all send a clear message to the Al-Assad regime: abandon your attempt to pursue a military strategy, stop fighting and engage seriously in United Nations-led political talks in Geneva. In conclusion, let me reiterate the words of my Foreign Secretary. The entire world is looking at the Al-Assad regime, Russia and Iran. They hold the keys not only to the end of this obscene conflict, but to the safety, humanitarian aid and basic medical treatment S/PV.8188 The situation in the Middle East 24/02/2018 8/14 18-05017 that is being denied to millions of people right now in Syria. For the mother giving birth underground in eastern Ghouta, for the child unable to learn as schools are closed for yet another day, for the doctor battling air strikes to treat patients in Idlib — all of us sitting here today owe it to the people of Syria to work together with renewed and unyielding energy to achieve a political solution that will bring peace to the Syrian people. Mr. Ma Zhaoxu (China) (spoke in Chinese): The recent escalation of conflict in the affected areas of Syria has caught the attention of the international community. We acutely feel the suffering of the Syrian people as if it were inflicted upon us. China condemns all acts of violence that target civilians and civilian property and destroy innocent lives. China welcomes the Security Council's unanimous adoption of resolution 2401 (2018), which is the result of Council members' patient consultation and hard work to find consensus. The resolution includes positive elements such as calling for respect for Syria's sovereignty, independence, unity and territorial integrity; demanding a cessation of hostilities by all parties; easing the humanitarian situation in Syria; supporting mine action throughout Syria; and continuing to combat terrorism. As an active party to the consultation process, China made unflagging efforts and played a constructive role in facilitating consensus-building in the Council. China appreciates that, thanks to the concerted efforts of all parties concerned, the Council arrived at a solution that reflects the broadest possible consensus among Council members. I would like in particular to thank Kuwait and Sweden, as co-penholders of the resolution, for their tireless efforts. By speaking with one voice on the humanitarian situation in Syria, the Security Council is helping to alleviate the situation as a whole, helping to consolidate the momentum towards a ceasefire, contributing to counter-terrorism efforts in the country and serving the overarching objective of arriving at a political settlement of the Syrian issue. Going forward, the international community should work together to ensure the full implementation of resolution 2401 (2018), so that it can play a positive role in improving the humanitarian situation in Syria. The only way to fundamentally improve the humanitarian situation in Syria and to lift the people of Syria out of their suffering is to find a political settlement. The international community should support the Syrian parties in seeking a swift solution that is acceptable to all parties in the context of a United Nations mediation through a Syrian-owned and -led political process in order to end the suffering of the Syrian people as soon as possible. China is keen for the Council to remain united and forge consensus on the Syrian issue. The Council must push the Syrian parties to consolidate the momentum towards a ceasefire, strengthen cooperation on combating terrorist groups, advance the process towards a political settlement and play a constructive role in maintaining peace and security in Syria and across the region. Mr. Umarov (Kazakhstan): The delegation of Kazakhstan voted in favour of resolution 2401 (2018), on the cessation of hostilities in Syria. I express my gratitude to the co-penholders — Sweden and Kuwait — for their determined efforts to find common ground among the Security Council members. I also thank the members of the Council for their constructive approach towards the resolution, which has many significant provisions. The position of Kazakhstan is very consistent — that stability in the Middle East can be achieved by reducing violence for peaceful means and avoiding the emergence of new tensions. In the past few days, Heads of State and Government from around the world have called on the Syrian Government to observe human rights and on both sides to exercise restraint. Simultaneously, external incitement that fuels tension should stop immediately so that it does not endanger regional security. We see a Security Council united today in demanding that all parties cease hostilities without delay. We now expect all countries that exercise influence on the ground and conduct military campaigns against international terrorist groups in Syria to interact and find common ground for fighting terrorism jointly, while taking practical steps to implement the resolution. Kazakhstan calls on all forces that support an early settlement of the Syrian conflict, including the Government of Syria and the armed opposition, to fully comply with the ceasefire regime and the resolution. All the parties must ensure safe and unhindered access for humanitarian assistance to reach the affected areas, as well as the evacuation of people in need of medical assistance. The Foreign Minister of Kazakhstan hopes that his colleagues — the Foreign Ministers of the guarantor States of the Astana process — will take additional constructive steps to strictly implement the 24/02/2018 The situation in the Middle East S/PV.8188 18-05017 9/14 ceasefire agreements and support the de-escalation zones in Syria, at the meeting scheduled to take place in the capital of Kazakhstan in mid-March or earlier, if need be. These were difficult, but successful, deliberations. We should all work collectively to find a peaceful solution. The unity shown today in the Security Council should continue, since we have yet a lot to accomplish in Syria and elsewhere. Mr. Van Oosterom (Netherlands): On Wednesday, during the high-level debate on the Charter of the United Nations, I quoted one of the founding fathers of the United Nations, Ambassador Stettinius (see S/PV.8185). He said that the members of the Security Council had the obligation to agree so that the Council may be able to act and act effectively. Today we finally managed to agree to end the atrocious violence in eastern Ghouta; to end attacks against hospitals; and to end the killing of innocent civilians, including women and children. The Kingdom of the Netherlands welcomes the unanimous adoption of this crucial resolution — resolution 2401 (2018). Let me thank the co-penholders in particular — Kuwait and Sweden — for their tireless efforts and skilled diplomatic work. We pay tribute to them. Today we have a resolution, now we need to see action on the ground. All United Nations States Members have an obligation to make sure that the words of the resolution are implemented without delay. The Syrian authorities in particular have a specific responsibility towards their own people. The resolution means that all parties must cease hostilities without delay. All parties must engage immediately for a sustainable and durable humanitarian pause of at least 30 consecutive days throughout Syria to enable the safe, unimpeded and sustained delivery of humanitarian aid and services and to enable medical evacuations of the critically sick and wounded, in accordance with applicable international law. The implementation of the resolution means the cessation of hostilities, the delivery of humanitarian aid and urgent medical evacuations. It is a first step in the right direction, but much more is needed — a political solution, accountability and the return of refugees. The Council should remain seized of the matter and closely monitor the implementation of the resolution, starting today. The Council should reconvene without delay if the situation demands it. Ms. Wronecka (Poland): We highly commend the work of Sweden and Kuwait as co-penholders on the humanitarian resolution for Syria — resolution 2401 (2018) — who did their best to accommodate the concerns of all Security Council members. On Wednesday I stressed that it is the Council's responsibility to not fail in stopping the ongoing human tragedy in Syria, and in eastern Ghouta in particular (see S/PV.8185). Today we have managed to reach compromise and adopt the resolution by consensus. I would like to thank all my colleagues for their very constructive attitude. However, the innocent people of Syria have waited far too long for that. Now, all of the parties, especially those with influence on the ground, must make every effort to implement it. In that context, we reiterate our call on all sides to comply with international humanitarian law, cease all hostilities against civilians and allow for free humanitarian access. In conclusion, it is not only our legal obligation to act now, but also our moral duty. Mr. Ndong Mba (Equatorial Guinea) (spoke in Spanish): Following the unanimous adoption of resolution 2401 (2018), I take the floor on behalf of the Republic of Equatorial Guinea, whose Government closely followed the whole process leading up to its successful conclusion with the unanimous adoption of this humanitarian resolution. At the outset, I pay a well-deserved tribute to the penholders, Kuwait and Sweden, for all their efforts, patience and dedication to the goal of drafting a resolution that was ultimately deserving of a favourable vote. We commend the unanimous support of the elected members for the penholders throughout the duration of that process. In Spanish, it is often said that "it is never too late if the outcome is good". This positive outcome is the result of the contributions of all members of the Council, to which we extend our gratitude and commend for the fruitful end. What lies ahead now is the effective implementation of the provisions of the resolution with a view to achieving the objective the Security Council has set out to achieve, namely, an immediate ceasefire throughout Syria in order to facilitate the safe, unhindered and sustainable delivery S/PV.8188 The situation in the Middle East 24/02/2018 10/14 18-05017 of humanitarian aid, services and medical evacuations of all severely injured and ill persons. The Republic of Equatorial Guinea energetically calls on all parties, the United Nations and those involved in the devastating conflict to do everything possible towards the noble end of saving human lives and alleviating the suffering that has been endured far too long by the people. The adoption of the resolution partially spares all members of the Security Council from embarrassment. We will save ourselves completely from that shame if the ceasefire takes effect in the next few hours and if humanitarian aid and medical care begin to reach the affected persons over the upcoming days. Mr. Inchauste Jordán (Plurinational State of Bolivia) (spoke in Spanish): Seven years have elapsed since the beginning of this war, and the suffering of the Syrian people continues to worsen. The numerous human lives lost in recent weeks add to the more than 500,000 lost since the beginning of the conflict. We believe that while military tactics prevail over a political solution, there can be no lasting peace, and consequently it will be civilians, especially women and children, who will continue to be subjected to unnecessary suffering. For that reason, we commend the adoption of resolution 2401 (2018), and hope that its timely and effective implementation will help to alleviate the suffering of the Syrian people. My delegation underscores and commends the arduous work undertaken by the penholders. The delegations of Sweden and Kuwait have demonstrated strong leadership and resolve up to the very last moment to reach an agreement. Similarly, we wish to acknowledge the effort and commitment shown by the Russian Federation and the parties involved, as well as all members of the Security Council during the negotiation process. In recent days, my delegation has expressed its position on the matter at hand, and today we do so once again. Consensus and unity within the Security Council are pivotal if we are to improve the humanitarian situation in Syria, which is why we commend the consensus reached today. We reiterate that there can be no military solution to the situation and that the only way forward is through inclusive political dialogue. We thefaffirm our support for the Geneva process and the achievements made in Astana, of which the agreements must be upheld by all parties. Moreover, we have high expectations that the various forums of dialogue, such as the Sochi dialogue, can contribute to the achievement of a final and lasting peace. Mr. Alemu (Ethiopia): We welcome the unanimous adoption of resolution 2401 (2018) on the humanitarian situation in Syria. We voted in favour because we believe that the resolution can make a positive difference on the ground in the alleviation of the continued tragedy of the Syrians. Having discussed the severe humanitarian crisis in Syria almost weekly, it was clear that what was required from the Council was concrete and collective action that would contribute to alleviating the intolerable suffering of Syrians in all areas of the country. We are pleased that the Council has acted and sent the right message to bring about a cessation of hostilities that will allow the United Nations and its humanitarian partners to have safe, sustained and unimpeded humanitarian access to deliver the much-needed humanitarian assistance to all Syrians in need. I wish to express our sincere appreciation to the delegations of Kuwait and Sweden, which effectively and efficiently led the process of negotiations. We all know that it was not an easy task, but they did excellent work in accommodating the concerns of all delegations with a high sense of responsibility and patience. We also thank all delegations for their flexibility during the negotiation process. We hope that the positive spirit that led the Council to adopt the resolution will prevail, not only in ensuring its effective implementation, but also in laying the bases for greater mutual understanding among all those with enormous influence over developments in Syria, whether in the humanitarian or political and security domains. We know, given the realities, that this is a tall order. One matter needs to be stressed on this occasion. The security situation in Syria is perhaps more complicated today than it has ever been over the past few years. We should not overlook the fact that the source of the humanitarian tragedy that we see today is the result of the difficult political and security situation in the country. We trust that all those, including those whom Ambassador Delattre referred to, will continue to play a role in contributing to the creation of the basis for progress in the peace process. That is extremely critical for ensuring that the humanitarian tragedy is Syria is brought to an end. We can only hope that what the Council has achieved today will lay the basis for averting an even greater humanitarian tragedy in Syria. 24/02/2018 The situation in the Middle East S/PV.8188 18-05017 11/14 Mr. Meza-Cuadra (Peru) (spoke in Spanish): We wish to thank you, Mr. President, and your team, as well as the Permanent Representative of Sweden and his team, for the tireless efforts made to achieve this important consensus, and we also thank the members of the Council for their flexibility. This commitment will allow for an immediate cessation of hostilities in Syria and the urgent and necessary provision of humanitarian assistance. We underscore the need to maintain unity within the Council in terms of its responsibilities to protect the civilian population, in accordance with international law and international humanitarian law. Peru, a sponsor of resolution 2401 (2017), which we have just adopted, will closely monitor its urgent implementation and compliance therewith by all parties involved. We wish to express our sorrow concerning and solidarity with the victims of the conflict in Syria, and our support and admiration for the United Nations humanitarian workers and those of other agencies deployed on the ground. We hope that the important step that we have taken today will help to achieve a lasting solution to the Syrian conflict in line with resolution 2254 (2015) and the Geneva communiqué (S/2012/522, annex). Mr. Tanoh-Boutchoue (Côte d'Ivoire) (spoke in French): Côte d'Ivoire, as a sponsor of resolution 2401 (2017), which we have just adopted and which is purely humanitarian in nature, commends its initiators, namely, your country, Mr. President, and Sweden. It welcomes the adoption of the resolution, which demands the cessation without delay of hostilities. This demand on the part of the Council must be upheld by all actors on every battlefield in Syria. Côte d'Ivoire also welcomes the efforts undertaken by all parties to arrive at a consensus within the Council. It thanks in particular the Russian Federation for its spirit of compromise. The contribution made by all parties to the adoption of the resolution is aimed at saving the Syrian people from the horrific war plaguing that country, which is imperilling the lives of thousands of human beings, specifically civilians, including women and children. Côte d'Ivoire remains convinced that only a definitive end to the Syrian conflict through negotiations can enable all Syrians to restore peace, achieve reconciliation and rebuild their country, with a view to relaunching its economic and social development. We hope that the 30-day truce demanded by the Council will be the beginning of a process that will bring peace to Syria on the basis of the relevant conclusions and recommendations of all negotiations held in Astana, Sochi and Geneva concerning the country. The President (spoke in Arabic): I now call on the representative of the Syrian Arab Republic. Mr. Ja'afari (Syrian Arab Republic) (spoke in Arabic): Over the past two days, 10 of the thousands of missiles that have fallen on the Syrian capital landed on the headquarters of the Red Crescent in Damascus, the main headquarters of the Syrian Red Crescent, in the Abu Ramani neighbourhood of Damascus. Those missiles were launched by the moderate armed groups in Al-Ghouta. Thousands of people died, including Dr. Hassan, a professor at the Technological Health Institute in Damascus. A French colleague and friend, Thierry Mariani, said: (spoke in French) "Like hundreds of others over the past five years, Dr. Hassan Haj Hassan was killed by shells fired from Ghouta on Damascus by these moderate rebels. Those dead and are not entitled to media compassion; they are on the wrong side of history. When will there be balanced coverage?" (spoke in Arabic) This French citizen accurately described the suffering of the Syrian people as a result of the launching by terrorists of missiles against Damascus. He had visited Aleppo in 2017, and as he was leaving Free Syrian Army gangs fired rockets at the airport. Luckily he was not hurt, but since then the Aleppo airport has been closed because it is unsafe. Also. the head of the Syrian Red Crescent in Idlib, Dr. Muhammad Al-Waty, was kidnapped by moderate armed groups. My colleague the Permanent Representative of France said that we must observe a truce, and I agree with him. However, I think that we also need to implement the 29 other Security Council resolutions on the situation in Syria, of which 13 relate to the fight against terrorism. We need not only a month-long cessation of hostilities; we also need to see the implementation of the 29 other resolutions that the Council has adopted. My colleague the British Ambassador told us horrific stories that he heard from other people. Perhaps S/PV.8188 The situation in the Middle East 24/02/2018 12/14 18-05017 he has not heard about what the British forces have done in Iraq, Palestine and Libya. The British Government went to the Malvinas and fought Argentina for an island that it does not own and that is situated tens of thousands of kilometres away from the United Kingdom. However, I say to my British colleague that his Government — and I am not using the term "regime", because I respect international law — is preventing us from countering terrorism in our own territories. We are not going thousands of kilometres away, we have not been fighting in other countries. It is in our own territories that we are combating terrorism — terrorism that is supported by the Government of the United Kingdom. During the meeting on Thursday (see S/PV.8186), I explained the reality of what is happening in Syria — the suffering of civilians as a result of the actions of armed terrorist groups. I assure members once again that the Government of the Syrian Arab Republic has taken all the de-escalation initiatives seriously and has observed them so as to protect the lives of its citizens and to stop those who have been trading in their pain and blood. In that regard, I note that the Syrian Government has complied with the Astana agreement on establishing de-escalation zones and stipulated a number of commitments, including compelling the signatory armed groups to sever any ties they have with terrorist organizations, especially the Islamic State in Iraq and the Levant (ISIL) and the Al-Nusra Front and all other affiliated groups. At the same time, the Astana agreement gave the Syrian Government the right to respond in case of any violations by those armed groups. It was not at all surprising to us that those terrorist armed groups would not comply with any of those initiatives, but would use them as an opportunity to reorganize their forces and their terrorist fighters, acquire more arms, military equipment, human and logistical support and perpetuate their crimes against the Syrian people. They are receiving instructions from certain States members of the Council, as well as regional actors that are practicing State terrorism to ensure the obstruction and failure of those initiatives and agreements. Since the signing of the agreement on the establishment of de-escalation zones, these armed groups have systematically violated it. In responding to the violations, the Syrian Government has exercised extreme self-restraint to protect the lives of civilians and salvage the agreement that terrorist armed groups and the countries that sponsor them have been trying to obstruct since the moment of signing it. However, these violations have become repeated and serious and have affected the lives of 8 million civilians living in the capital, Damascus, and its suburbs. Attacks have been waged by launching rockets and missiles and using car bombs, with Syrian military sites being targeted. All this has led to an unbearable situation that we cannot condone. As a State, we bear a responsibility towards our citizens and we have a sovereign right to counter terrorism. We are also receiving repeated appeals from Syrian citizens for protection — their families, their children, their schools — from the acts of these terrorist armed groups In the light of these violations and terrorist acts, the Syrian Government has had to take the necessary steps to protect its citizens. We exercised our legitimate right to defend them. At the same time, we have taken all the steps necessary to ensure the safety of the civilians who have been taken hostage by these groups and used as human shields inside eastern Ghouta. In cooperation with our Russian friends, we also ensured the safe passage of civilians out of danger from 4 to 14 February. We have provided shelter and food and necessary medical care. The Government has paid for all that assistance. We have called upon armed groups to lay down their weapons and stop their terrorism from residential places and neighbourhoods, and instead engage in national reconciliation initiatives. Of course, the appeals of 8 million Syrians do not reach the Secretariat or the representatives of the United States, the United Kingdom and France, although they receive appeals from their proxies — terrorist armed groups and White Helmet terrorists, the new legitimate representative of the Al-Nusra Front. It seems that these countries decided today to replace the black flags of ISIL and Al-Qaida with white flags in Iraq and the White Helmets in Syria. We are therefore done with using the black colour; we are using the white colour now, white flags in Iraq and White Helmets in Syria. According to General Assembly resolution 46/182, which we all negotiated and reached consensus on, the basic principle that governs the delivery of humanitarian aid is respect for the sovereignty of the country concerned as well as coordinating with it fully in any activity in which the United Nations is engaged on the territory of the country in question. However, such principles lose all value when they are 24/02/2018 The situation in the Middle East S/PV.8188 18-05017 13/14 subject to the political whims and double standards of the Secretariat and some more influential countries, particularly when it comes to implementing them in Syria. How else can we explain that some countries submit draft resolutions on the situation in Syria and negotiate them for many weeks with all actors, but excluding the country concerned? This is what I asked the day before yesterday. How do we explain that the Resident Coordinator in Damascus sends a note to the Syrian Foreign Ministry on 14 February stressing that the aid convoys reached 2.3 million Syrians in the so-called besieged and hard-to-reach areas in 2017, while the Under-Secretary-General for Humanitarian Affairs presented completely false figures yesterday to tarnish the image of the Syrian Government and to give Western countries in the Security Council justification for targeting the Syrian Government and its partners? The Resident Coordinator said that aid had reached 2.3 million Syrians. But just two days ago, Mr. Lowcock said that aid had reached only 20,000 people. Along with some members of the Council, we have said repeatedly over the past seven years that to end the suffering of civilians in Syria we do not need non-consensual draft resolutions, nor do we need to adopt new resolutions or hold regular or emergency meetings. We do not need to deplete United Nations resources to prepare periodic reports that rely on unreliable sources. We do not need to establish a committee here and a body there. We need to implement the 29 — now 30 — Security Council resolutions that have been adopted; it is quite a coincidence that by adopting resolution 2401 (2018) today we have reached 30 resolutions. These resolutions should be implemented. The Governments of some countries should stop spending billions of dollars to support and finance armed terrorist groups and provide them with arms. The latest we have heard is that the United States of America has allocated $4 billion to ublically fund the terrorists in Syria. Those countries must stop opening their borders and airports to facilitate the flow of terrorist fighters to Syria. They must allow the Syrian people to shape its future and restore its security and stability without any foreign interference. You said, Mr. President, that the Council rejects anything that violates the purposes and principles of the Charter. Yes, this is very precise. You called also for the implementation of today's resolution in all parts of Syria, which is how we interpret this resolution in Damascus. Resolution 2401 (2018) must be implemented in all parts of Syria, including Afrin, United States-occupied areas and the Golan. In addition, let me make it clear that the Governments of the United States of America, the United Kingdom and France and their enablers in the region should stop holding meetings in Washington, D.C., Paris and London, establishing groups, bodies or forums and devising what they refer to as strategic plans reminiscent of colonial times. Following a meeting in Washington, D.C., they announced that they had drafted a plan to divide Syria within a year — I am just recounting what they said. The strategic plans contained in the document adopted in Washington, D.C., are aimed at dividing Syria, changing its political system by force, spreading terrorism and maintaining an illegitimate military presence in our territories. I say to my colleague the Permanent Representative of the United States, who threatened us here at the Council a while ago and no one has responded to her, that none of the plans will succeed; they will backfire sooner or later. According to Article 51 of the Charter of the United Nations, my country has the right to defend itself with all of the legal tools available. A United States occupying military presence exists in our territories, and we have the right to resist it. The representative of the United States has threatened us. We, in turn, give her a warning from this Chamber because, according to Article 51 of the Charter, we have the right to defend ourselves. We again stress that double standards will continue to mar international efforts to counter terrorism as long as there is a partial approach to addressing the threat of armed groups in Syria. Some members of the Council claim that they are concerned about an area controlled by terrorist armed groups in eastern Ghouta. The size of that area is 50 square kilometres. They continue to ignore three illegally occupied Syrian territories covering 50,000 square kilometres. They focus on 50 square kilometres and ignore an area of 50,000 square kilometres, of American, Turkish and Israeli occupation. That simple comparison reflects the political hypocrisy of some Member States, and the inaction of the Security Council and of other bodies of the United Nations, as the Organization succumbs to the political and financial polarization that has become the main feature of its working methods. S/PV.8188 The situation in the Middle East 24/02/2018 14/14 18-05017 In conclusion, we will continue, with the support our allies, to counter terrorism regardless of where it exists in Syria — I repeat, regardless of where it exists in Syria. We are exercising our sovereign right of self-defence and a constitutional right in our territory and within our national borders. We do not send forces to conquer areas thousands of kilometres away, as the so-called illegitimate international coalition does in my country, Syria, today. We do not follow the example of French forces in Mali, the Niger and other African countries, or of the United States and United Kingdom in Afghanistan, Libya today and Iraq previously. We defend ourselves and counter terrorism within our borders. We did not go to Mali, the Niger or the Malvinas. We need serious commitment from Governments that issue instructions to armed terrorist groups. The groups should be given orders to immediately stop targeting civilians and perpetrating terrorist acts — I repeat immediately and without delay, as the resolution stipulates. I stress that the Syrian Government will reserve the right to respond as it deems appropriate if such groups target civilians in any part of Syria with even a single missile. I take it that we all understand that paragraph 1 of resolution 2401 (2018) also applies to the aggression of Turkish forces in Afrin and the repeated acts of aggression by the international coalition against my country's sovereignty and territories. Of course, resolution 2401 (2018) applies also to the continuous violations by Israeli occupation forces against Syria's sovereignty, by supporting terrorist factions in the occupied Syrian Golan. That is how we interpret the resolution just adopted by the Council. The meeting rose at 3.35 p.m.
Part one of an interview with Matilda Koeller. Topics include: Why her parents left Germany and came to the U.S. Her father's work as a barber. How her parents met and were married. Her parents had 13 children, only ten survived to adulthood. Her ear troubles as a result from having scarlet fever as a child. When her parents got a house with a bathroom for the first time. Her work making coffee for teachers at school. ; 1 MATILDA KOELLER: Parents made children go to work and help support the family. My mother, uh, after she was born, her dad – DONALD KOELLER: Before you come back to your mother, let's. why did, why did, uh, your father. that was the [Sigwart] family. MATILDA KOELLER: Uh, no. My father was the Sigwart family. DONALD KOELLER: Why did they leave Germany? Why did they come to America and to Fitchburg? Do you know? MATILDA KOELLER: Well, I never found, really found out why my father's, uh, parents moved to Germany, except I suppose to make a better living. DONALD KOELLER: And in Fitchburg he then was a shoemaker? MATILDA KOELLER: Uh, yes. He had his own, uh, establishment or [unintelligible - 00:00:48]. We don't know much about Dad except that, uh, he had to help, uh, with the shoemaking business. DONALD KOELLER: Is that a shoemaking or shoe repair? MATILDA KOELLER: No, the shoemaking. DONALD KOELLER: And did. that would be your grandfather, did he die in Fitchburg or did he move.? MATILDA KOELLER: No. Grandpa Sigwart was buried and, um, um. I can't remember any Catholic cemetery in Chicago. But his mother was buried in Concordia, uh, Cemetery in River Park, a suburb of Chicago. DONALD KOELLER: What was her maiden name? MATILDA KOELLER: Her name. well, really her name is on the recording in paper that I sent each of the boys. DONALD KOELLER: You can't remember it now? MATILDA KOELLER: I can't remember her name, no. DONALD KOELLER: What was. your dad's name was Jacob. MATILDA KOELLER: Jacob. Yeah. DONALD KOELLER: His father's name was? 2 MATILDA KOELLER: Um. now, that's another thing I can't remember. But there. his, his mother. there was some. uh, or somebody was made a-a widow or a widower and his, um, mother remarried or it must have been his father because they all carried the name of Sigwart because Louis and [Pink] were his stepsister and brother. DONALD KOELLER: Did this whole family live in Fitchburg and then moved west? MATILDA KOELLER: Well, they were. the whole family moved to Chicago. DONALD KOELLER: Do you know. when was that? Do you know? MATILDA KOELLER: Well, it must have been when Dad was 20 years old because that's when he met my mother and [unintelligible - 00:03:16]. DONALD KOELLER: And they courted here in Chicago? MATILDA KOELLER: And they courted here in Chicago and were married. DONALD KOELLER: Tell me about. you said your grandfather. I mean, your father, Jacob Sigwart, he did not have much of an education. MATILDA KOELLER: He had no education. In fact, when his oldest daughter was going to school, which was Lily Anne, they wanted him to study along with his oldest daughter but he was ashamed to know that he couldn't read or write. DONALD KOELLER: What did he do for a living? MATILDA KOELLER: He became a barber. DONALD KOELLER: Did he have any – I mean, was he a barber all his life? MATILDA KOELLER: Yeah, he was a barber. When he came to Chicago, he evidently went to barber school and learned the trade of being barber because that way he didn't have to have any kind of an education. And I know that I asked my mother, "Mother, how come that you married Dad when he couldn't read or write? You know, after all, you had a great education." And she said he used to take the newspaper and he would look and like probably pretend he could read but must have looked at just a picture and got an idea what was going on through the 3 conversations of the customers that came in to have their hair cut. And at those days, the barbers had a bathtub so that the men come in and took a bath because those days they didn't have no bathtubs. DONALD KOELLER: At home? MATILDA KOELLER: At home. And they would come in for a shave and a haircut and a bath. DONALD KOELLER: Did he speak German? MATILDA KOELLER: Yeah. Mother and Dad didn't. they always knew how to talk German but they never talked German at home because my mother worked for a wealthy family when she came to Chicago when she was 14 years old. And he came to work for some wealthy family which I. if I remember correctly was the [unintelligible - 00:05:51] family. And they would not let her talk German. They said, "You come to America. Now, talk English." DONALD KOELLER: You say your mother came to Chicago when she was 14? MATILDA KOELLER: Fourteen, after she graduated and was confirmed because there was no work for a farmer's daughter in a small town. DONALD KOELLER: [Unintelligible - 00:06:15]. MATILDA KOELLER: No, they had moved them. By that time, they had moved to Loganville, Wisconsin, and they got this farm, 160 acres, from the government if they would work it. So the farm was theirs after a certain amount of years. DONALD KOELLER: How many brothers and sisters did you have? MATILDA KOELLER: Anna. there were 12 in the family, and mother. Anna was the second from the oldest. DONALD KOELLER: So the homestead then was Loganville. MATILDA KOELLER: Was Loganville. DONALD KOELLER: [Unintelligible - 00:06:57]. 4 MATILDA KOELLER: Yeah. It's still [unintelligible - 00:06:59] when they. when he gave up farming. When he was I think 72 years old, they sold the farm. DONALD KOELLER: But the family is still in the Loganville area? MATILDA KOELLER: But the family. yeah, the family all dispersed, you know, close by except the oldest son who went to Fargo, North Dakota. DONALD KOELLER: Anna came to Chicago. MATILDA KOELLER: To Chicago. And then when. DONALD KOELLER: She went to the [Fitchburg] home as a live-in maid. MATILDA KOELLER: Yeah, as a live-in – I'm almost sure as a live-in maid. That I cannot say for sure. DONALD KOELLER: Is that where she learned to be a seamstress? MATILDA KOELLER: Well, she must have learned it at home, because being the oldest daughter in the family and so many children that followed, they choose to make their underwear like bloomers and they wore what they called garter belt. It was just a form over their top and then the garters were fastened to hold up their stockings. In those days, they wore nothing but black stockings. So she used to send made clothes and send home money. And then when Bertha, who was the second oldest daughter, when she graduated and was confirmed, she came to Chicago also. And now, I don't know just what Anne's purpose is, but they were both good teachers. DONALD KOELLER: Let's see. When she was 14, I would have been about a year. MATILDA KOELLER: Well, the dates are all on there. DONALD KOELLER: You have that on there. MATILDA KOELLER: Yeah. Well, I've got their dates of birth and the date of their deaths, but when they moved to Chicago, you would have to figure that out, 14 years. Because they went to a one-room 5 schoolhouse, which was connected with the church, the minister was the teacher and their minister. DONALD KOELLER: This is in Loganville? MATILDA KOELLER: This is in Loganville. DONALD KOELLER: Tell me a little bit about the Sigwart and [Forrest] family relationship with the church? MATILDA KOELLER: Well, Dad Sigwart was originally a Catholic but when he married my mother, Anna, Dad said, "You're with the children all the time. You bring them up Lutheran." And that's how we all became Lutherans. And then when Dad was about 50 years old, he got blood poisoning in a finger and I guess in order to save his arm, they amputated his finger. And I remember him walking, pacing the floor and crying, just thinking he could not earn a living anymore because he's losing his main finger that he would use with the scissors. But eventually, he practiced so much that he went back into the barber business and opened his own shop because he was past 45 and they wouldn't hire anymore old men. And that's how Dad opened his own business. And when he made it good at the barber shop, then always somebody else would come along and make a barber shop which may be a block or block and a half away and, of course, then the people would go there and there was not enough trade for two barbers, so he would move to find another good spot. And that happened to him twice that I remember. DONALD KOELLER: Did the family move then also? MATILDA KOELLER: No, the family. he had a business a half a block away from where we lived. So he could come home for dinner. And then I remember one place that he had opened that was just maybe around the corner, a block, you know, maybe a block and a half. 6 DONALD KOELLER: Let's go back then. let's talk about when Jacob Sigwart and Anna [Forrest] met. How did they meet and how did their courtship go? MATILDA KOELLER: Well, I don't know where they met but I suppose, you know. I don't know how they met but I often asked. you know, I said to Dad one time, "Why did you marry mother?" And he said, "Because she was so beautiful." She was a beautiful person and had lovely hair and rosy cheeks. DONALD KOELLER: Did they court long or. do you know anything about their courtship? MATILDA KOELLER: I really don't know how long they courted. DONALD KOELLER: And they were married in a Lutheran church in Chicago. MATILDA KOELLER: Yeah. They were married. at that time, all the Germans flocked in this one neighborhood. DONALD KOELLER: Where was that? MATILDA KOELLER: And that was what they called. Goose Island is where Mother and Dad must have met. Of course now, Goose Island is all factories, all of it. DONALD KOELLER: Except for along the eastern part of the river. [Unintelligible - 00:13:30] MATILDA KOELLER: Yeah. Yeah. And then they were. the church was First Bethlehem which was located on Paulina and Hoyne, which was not too far from Goose Island. And all the German people flocked in that neighborhood and went to church there and were married. DONALD KOELLER: The First Bethlehem couldn't have been Paulina and Hoyne. MATILDA KOELLER: Paulina and. well, it's on Paulina. DONALD KOELLER: Farther north, somewhere there. MATILDA KOELLER: Let's see now. Paulina is one way. LeMoyne maybe – DONALD KOELLER: Lemoyne. That must've been the one. MATILDA KOELLER: Yeah, LeMoyne. 7 DONALD KOELLER: LeMoyne and Paulina run parallel. MATILDA KOELLER: Yeah. There is where the Koellers were married. The Koellers, the Walters, you know. My husband. well, let's see what I think. Grandpa, Frederick Koeller, and Clara were married in the same church because they came over. DONALD KOELLER: We'll get that side of the family a little later. Do you remember your mother and father ever talking about the wedding in the church or the reception or what kind of wedding they had? MATILDA KOELLER: No, they. my mother was married in brown. I don't know whether she made her own dress which I imagine she did. She had a white veil and you have a picture of that, too. I sent that to you. DONALD KOELLER: Well, that's going to be fun, to put pictures and your records thing together with this. MATILDA KOELLER: Yeah. Oh, they were married. Now, whether they had any kind. I don't imagine they had any kind of a reception because those days they probably just went to church because most everybody's gotten married in church in those days. DONALD KOELLER: But at the time, was Anna living. where was Anna living prior to when she was married to your father? MATILDA KOELLER: You know, I never. you know, that part I never asked Mother, only that she worked with these wealthy people and every Friday was silver day. They spent all day Friday cleaning silverware so you know they were wealthy people. But I suppose they didn't get much pay either. DONALD KOELLER: Do you know where they lived or what their circumstances once they got married? MATILDA KOELLER: Well, once they got married, I really don't know where they lived but I knew that when I was 4 or 5 years old, we lived close to First Bethlehem and the street names are all changed. 8 But Aunt Lil knows the address of the house and it's still standing, 800 or something. DONALD KOELLER: So they got married. How long was it before they started a family? MATILDA KOELLER: Within a year. DONALD KOELLER: And that was Lily Anne. MATILDA KOELLER: That was Lily Anne. Lily Anne was the oldest, yeah. DONALD KOELLER: And then altogether there were 10? MATILDA KOELLER: Ten living children, three died before they were married. So mother had 13 children altogether. DONALD KOELLER: And you were number.? MATILDA KOELLER: I think I was number six or seven. I was in the middle. DONALD KOELLER: Tell me now what you can remember about a couple of things about your childhood? MATILDA KOELLER: Well, when I was two and a half, Grandma Forrest came to Chicago because there was an outbreak of hysteria or scarlet fever and oranges were very, very scarce. And mother always talked about Ruth being delirious and crawling under the bed looking for an orange because that seems to be one of the remedies. or not remedy but was something new. Oranges were something new at that time. And I was two and a half years old and I had it so bad that they carried me around in a pillow and I didn't eat for a whole month. And from the medicine, I got scars on my lips and Grandma Forrest prayed that I would die because I was so sick that there was nothing to me. I lost all my hair but some of my. DONALD KOELLER: The doctors couldn't do anything? MATILDA KOELLER: Well. DONALD KOELLER: What kind of doctoring was there? That would have been 1923, 1924? 9 MATILDA KOELLER: Well, there wasn't enough doctoring. They quarantined you. They couldn't even get a nurse and people wouldn't go near. DONALD KOELLER: Your Dad couldn't come home? [Unintelligible - 00:19:32] MATILDA KOELLER: No. And I think that Dad probably stayed home and took care or helped take care of us because there were five of us, I think. There was little Henry, and Ruth was very bad, and I was bad as well, and Margaret. So evidently, dad must have stayed home, had to stay home to take care because we were quarantined. You couldn't get anybody to come near us. DONALD KOELLER: Grandma Forrest came down to Loganville to help out. MATILDA KOELLER: Yeah. She came down to help us. DONALD KOELLER: That must have been very difficult. MATILDA KOELLER: Yeah. It was. and there were a lot of people that died because they didn't have no antibiotics then. DONALD KOELLER: Do you ever remember going to the doctor's office? [Unintelligible - 00:20:33] MATILDA KOELLER: Oh, yes, plenty, [laughs] plenty for my ear. From the scarlet fever, I got trouble with my ear. DONALD KOELLER: Do you want some coffee? MATILDA KOELLER: Yeah, we might just as well have the rest of the coffee. DONALD KOELLER: Go ahead. MATILDA KOELLER: Well, I had a running ear from the scarlet fever and of course the parents being poor, Dad only making $7 a week. well, I got coffee in there… yeah, just the water. The doctors would…so I went to a clinic, to an eye, ear, nose, and throat clinic. On Wednesday, Dad didn't work. That was his day off, and he would take me to this clinic. The clinic didn't seem – I don't remember too much about it, except squirting a lot of water in my ear to clear out the decaying bone that was forming. But when I was 23 years old, I got hold of an ear specialist and he said, "Absolutely no water," and he used this 10 x-ray in my ear for less than a minute to see, I think only two times. And with the medicine that he had, cleared up this running ear, which in my whole 20… in my years, I had syringed it and I was doing more harm to it than good. And, of course, time came in with medicine and dried out the decayed bone that was pretty well gone. DONALD KOELLER: The doctor just kept draining and. MATILDA KOELLER: Draining and. DONALD KOELLER: In all your teenage years. MATILDA KOELLER: And it had a terrible odor that before I had a date with a fellow, that was the very last thing I would do, was syringe it to clear it out, but before the evening [was], it was drippy, draining on me. It was terrible. DONALD KOELLER: [Unintelligible - 00:23:46]. MATILDA KOELLER: Yeah. It was really something, you know. DONALD KOELLER: Where did you go to school? MATILDA KOELLER: I went to. first, I went to [Perse] School near the church, near Paulina and I went. I was in first grade. I was only five years old. And one week or day, some boy rolled a snowball, rolled it in water, in melted snow and threw it and it landed right on my ear and I fainted. So they carried me in my sister's room and her girlfriend carried me into the room and there I had my head on the desk, I guess, half of the day. But I was plagued with earaches and headaches up until I was about. Well, every week, I had either a headache or an earache. DONALD KOELLER: Let's go back and talk more about the home and marriage of Jacob and Anna. MATILDA KOELLER: Well, when we lived around [Perse] School, nobody had bathrooms. You had your toilet in the hallway. And I still. DONALD KOELLER: This was a multifamily house. 11 MATILDA KOELLER: Yeah. Yeah. There were either two or four in the – I think in this place, it was four. DONALD KOELLER: Front and back and one upper story? MATILDA KOELLER: Yeah. Yeah. And we had a [unintelligible - 00:25:45], the toilets were, and there was no bath. But when. Dad, being a barber and seeing all these men coming home, you know, coming into the barber shop and needed a bath, so when he moved from around Paulina, he insisted about having a bathroom because then they were building the bathrooms in the house. DONALD KOELLER: This would be, say, 1910 or so? MATILDA KOELLER: This is. no, when I was 6 years old, in 1907. And we did. It must have been a bedroom because it was a big bathroom and a big tub. And from then on, we always had a bathroom, a bathtub and a toilet. Not a washstand, but just a bathtub and a toilet. That's one thing my father insisted upon, whenever we moved, was the bathroom. DONALD KOELLER: At that point in that house, there was electric light? MATILDA KOELLER: No. There was kerosene lamps then. We had kerosene lamps then. DONALD KOELLER: On the wall of the room? MATILDA KOELLER: Well, all I can remember is carrying the kerosene lamp, especially going to the bedroom. When we moved from there, we moved about two blocks away, above a grocery store, and then we had kerosene lamps. DONALD KOELLER: Do you remember getting electricity when you were still there? MATILDA KOELLER: Well, I think the first electricity was on Salem because I don't remember cleaning lamps there. DONALD KOELLER: How old were you when you moved to Salem? MATILDA KOELLER: I was about 13, 12 or 13 years old, when I moved to Salem because I went out of the district, the school. In those days, 12 you had to go to a school in your neighborhood. That was the law. But because my sister, Margaret, made coffee for the teachers and she had graduated in February, they asked me to take over the job of making coffee, and so I got a special permit to go out of the district to [drive] to school, you know, for the last year and a half of my schooling. And I made 10 cents a day. I think about a dollar a week they gave me for the. I used to get out of school at lunchtime, a half hour early, and made coffee for the school teachers. I carried my lunch because I was out of the district. I couldn't go home to eat. It's a little bit too far to walk. That was a. you had to go in your district. For instance, my brother, Ed, who was the next youngest, next to me, he only had a half a year of schooling to graduate and they wouldn't let him finish there. He had to go to the school in his district where Mother and Dad moved. But then he would have to start the whole eighth grade over and then he thought he wouldn't go to school anymore. So he. DONALD KOELLER: He never finished the eighth grade? MATILDA KOELLER: He never finished, never graduated because he wasn't going to take that half a year over again. DONALD KOELLER: But of the 10 children, brothers and sisters, almost all of your brothers and sisters finished? MATILDA KOELLER: No. Henry didn't, the second from the oldest. He did not finish. And then Ed did not finish./AT/mb/ee
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Dirk Messner on the dynamics of global change and the significance of international science and technology cooperation in the post-Western world
This is the fifth in a series of Talks dedicated to the technopolitics of International Relations, linked to the forthcoming double volume 'The Global Politics of Science and Technology' edited by Maximilian Mayer, Mariana Carpes, and Ruth Knoblich
In recent years, the analysis of new emerging powers and shifting global order has become central to the study of international relations. While International Relations, aiming to evolve into a truly global discipline, is only just about to start opening up towards Non-Western perspectives, global power shifts have already led to a restructuring of global governance architecture in large fields of political reality and practice. Dirk Messner illustrates how far global power shifts have to lead to new patterns of international cooperation using international science and technology cooperation as a case in point. He argues that investment in joint knowledge creation and knowledge exchange is vital for managing the earth system. Messner also points to the multitude of tasks related to socio-technical systems which the political sphere is currently facing, particularly with regard to the challenge of managing the climate system.
Print version of this Talk (pdf)
What is the most important challenge facing global politics that should be the central debate in the discipline of International Relations?
The biggest challenge of the next decades which we have to come to terms with is governing the big global commons. When I say global commons I do have in mind the atmosphere, the climate system, and other parts of the earth system, but also international financial markets and global infrastructures, such as the Internet – stability of these and other global commons is a public good much required. We need to stabilize the global commons and then manage them in a cooperative manner.
Three dynamics of global change make it specifically challenging to manage these global commons. The first wave of global change is the globalization wave; the economic globalization, cross-border dynamics, global value chains. It becomes evident that in many areas and especially when it comes to the global commons, regulation exceeds the capacity of individual nation states. The international community is required to institutionalize multilateralism and efficient global governance mechanisms in order to properly address issues arising from global dynamics. The second big global change is the shift from a Western to a post-Western world order. Global power shifts remaking the international system impede governing global commons. The third wave of global change is related to climate change, which adds a new dimension of global dynamics; human beings now have to learn how to steer, to stabilize, and how to govern the earth system as such. We are not only a species living on this planet, depending from resources and ecosystems of the earth systems. With the acceleration of economic globalization during the 1990s and the emergence of new, non-Western economic drivers of change, like China, humankind now significantly impacts the physical structures of the earth system. This trend is new. For the first 4,6 billion years of the existence of the earth system it was driven by the laws of physics, the dynamics of biology and bio-chemical processes. Homo sapiens appeared 220.000 years ago, and the impact of our species on the earth system has been marginal until the industrial revolution started 250 years ago. During the last decades human mankind became a major driver of change at a planetary scale.
How did you arrive in your current thinking about these issues?
I have always been interested in international relations, international policy dimensions, and the global economy. I started at the Free University of Berlin at the beginning of the 80's towards the mid-80's, studying Political Science and Economics. One among those professors who have been particularly important to me is Elmar Altvater. He was the supervisor of my diploma as well as of my Ph.D., and he sent me abroad. This resulted being a pivotal experience to me. I studied the last year of my first degree in Seoul, in South Korea. It was the period, the 80's, when the four Asian Tiger states emerged following Japan's example: South Korea, Taiwan, Hongkong, and Singapur. I had the chance to visit these countries, study there and learn a lot about Asia. I was fascinated by the dynamics of emerging economies and what this implied for the international arena. Somewhat later, the Latin American continent became the center of my interest. I did research in Nicaragua, Uruguay, Chile and some other Latin American countries, trying to understand liberalization-movements, how weaker actors come under pressure in Western-dominated global settings, but also how some countries managed it to become dynamic parts of the global economy (like the "Asian tigers" or Chile) and why others failed. I learnt that it is crucial to understand dynamics of global change in order to being able to build solid and inclusive economic structures and legitimate political systems at national levels. There has always been a political impulse that pulled me into certain fields I decided to work in.
What is your advice for students who would like to get into the field of global change research or international cooperation?
My first advice is: visit and work in different countries and different cultural and political settings. It is one thing to learn from scholars or books, but having studied and having lived in different contexts and countries is absolutely a key experience. This is the way to understand global dynamics, to get a feeling for differences and similarities. My second advice stems from my experience and conviction that we need much more interdisciplinary research than we currently have. We talk a lot about interdisciplinarity, however, we do not have career paths that systematically build interdisciplinary teams.
Looking particularly at global environmental changes and the future of the earth system, at the end of the day, social scientists and natural scientists need to learn how to work together and to understand each other. The future of the oceans, for example, is not a question that can be understood by ocean biologists only. They are the people studying how these elements of the earth system are actually working, the dynamics and drivers - focusing on physical, chemical, and biochemical processes. But when we look at the oceans towards 2100 from the perspective of global change, the most important drivers are now us human beings, our economies, our consumption patterns, our greenhouse gas emissions and their impacts on the oceans. And this implies that to understand dynamics of global change, we need to analyze the interactions, interdependences and feedback loops between three systems: the ecological system(s); social systems (our economies and societies) driven by humans; the technical systems and infrastructures. Therefore natural scientists, social scientists, and engineers need to interact very closely. In the German Advisory Council on Global Change we call this approach: Transformation Research. Currently, we do not possess the appropriate university structures to adequately address this sort of problems. This is an immense institutional challenge. If I were a young scholar I would move into this direction, crossing disciplinary boundaries as much as possible.
What is the role of science and technologies in the dynamics of global change?
There are multiple important dimensions, but I would like to focus on some of them by moving through the aforementioned waves of global change. Technology is driving economic globalization, the first wave of global change. So we need to understand the dynamics of new technologies, especially the impact of ICTs, in order to understand the dynamics of economic globalization. The World Wide Web and social communication media are restructuring industrialization processes and global value chains. ICT infrastructure is also displaying a big potential for less developed regions. In Africa, for example, we saw many African countries jumping from the old telephone technologies to smartphones within less than a decade, because the old, maintenance and capital intensive communications infrastructure was no longer needed. Many African people now have access to smartphones, thus to communication- and information networks, and begin to reshape prize constellations and the global economy. Because of its restructuring effects, the impact of ICTs is relevant in all areas of the global economy. The global trend towards urbanization is similarly related to ICTs. Currently, we approach the global economy via data on national economies. But this might be about to change, as global mega-cities develop into global knowledge and financial hubs, building their own networks. In 2040, 80 percent of the global production, global GDP, global consumption, global exchange might be concentrated in 70 to 80 global cities or city regions.
Technology is also linked to the second wave of global change – the tectonic global power shift – in the way that investment in technology and knowledge in emerging economies are growing rapidly. We are not only facing economic and political power shifts, but also a remaking of the global science and research system itself. From my perspective, international cooperation in the field of science and technology research between "old powers" and "new powers", between Western countries and non-Western countries is extremely important for two reasons: First, we need to pool know-how in order to solve core global challenges and to develop patterns for managing the global commons. Interaction and cooperation in the field of science and technology is especially important for the creation of knowledge that is "better" in any way. For instance, in the field of adaptation policies to the impacts of climate change, most of the knowledge on how societies and local communities actually work or respond under these conditions exists in non-Western societies. The generation of knowledge is context dependent. We need to interact with colleagues from the respective countries for mutual learning and common knowledge improvement. My second argument is that, as an effect of the global power shift, traditional development cooperation is losing legitimacy. Many of these societies, from China to Peru, from Kenya to Vietnam, are no longer interested in our usual business, in our "aid-packages", our money, our experts or our concepts. What they are more interested in is true and reciprocal knowledge exchange and joint knowledge creation. Therefore, investments in respective forms and institutions of knowledge exchange and creation will be a central pillar of/for future oriented development cooperation or international cooperation and beneficial for all partners involved. Joint knowledge creation is a precondition for joint action and legitimate global governance initiatives.
The role of technologies with regard to the implications of climate change is crucial and multifaceted. In the German Advisory Council on Global Change we put forth suggestions concerning the transformation towards a low-carbon global economy. We are relatively optimistic in a technological sense. This statement is partly based on the Global Energy Assessment (GEA) research, which has been driven by Nebojsa Nakicenovic, one of our colleagues, who is working on energy modeling. The perspective there is that we know which kind of technologies we need for the transformation into a low-carbon or even zero-carbon economy. We can even calculate the investment costs and structures of different countries and regions. But we do know relatively little about the transformation processes of entire societies, economies and, eventually, the international system towards low-carbon systems. The transformation towards a low-carbon society is a "great transformation". In the entire history of mankind there might be only two examples for such a profound change: the industrial revolution 250 years ago and the Neolithic revolution 10.000 years ago, which induced the practices of agriculture. Today, we thus witness the third great transformation: the decoupling from fossil resources, from high-carbon to zero-carbon. To achieve the 2° Celsius goal, a complete decarbonization of the basic infrastructures of the global economy (the energy systems, the urban infrastructures and systems, the land use systems) is required – within a very limited period of time, until 2070. Comprehensive knowledge is key to achieve this. Let me emphasize once more the significance of international cooperation in the field of science and technology research, particularly in the IPCC context. I am sure that politicians from China, India, or Brazil only accept what the IPCC is presenting as objective knowledge, as the stand of the art knowledge, because their national scientists are deeply involved. If this were a classical western-based knowledge project it would have resulted in a lack of legitimacy. In the case of global climate policy, it is obvious that investment in joint knowledge creation is also about creating legitimacy for joint action.
What are the main obstacles of the low-carbon transformation?
The first two great transformations have been evolutionary processes. No one "planned" the industrial revolution, not to mention the Neolithic revolution. These have been evolutionary dynamics. The sustainability transformation instead needs to be a governed process right from the beginning. In our institute, we looked at different transformation dynamics, not only the really big ones, the Neolithic, industrial, and the current sustainability transformation. We also examined structural adjustment programs in Latin America and Africa, the collapse of communism at the end of the 80s, the abolition of slavery, and similar other key transformations of human societies. Based on this historical perspective, we have identified four main drivers of transformation: The first one is crisis, this is the most important one. Confronted with strong crises, society and probably also individuals react and change direction. The second important driver is very often technology and scientific (r)evolution. The third driver is vision: If you are confronted with a problem but you do not know where to go to, transformation becomes very difficult. The European Union is the product of a fresh vision among elites after World War II; the United Nations is a result of the disasters of the first half of the 20th century. Advancing a vision is an essential means to move or to transform in a goal-oriented manner. Sustainability, of course, is also a vision. The fourth and last driver of transformation is "knowledge": you know that you have a certain problem constellation, and though the crisis is still not there, you react based on your knowledge in a preventive way.
For the low-carbon transformation, the fourth driver currently is absolutely key. We are able to address problems which would otherwise become much worse in the future, although the climate crisis is latent still – in contrast to, for example, the financial crisis, which is more visible in its effects. The impacts of a global warming of 4 or 5 degrees are still not visible. This makes for a huge difference. In fact, humans are not very good at acting and transforming significantly based on knowledge only. In combination with visible, tangible crises, knowledge is a strong driver of change, but without crisis, it is merely sufficient. Transformations based on knowledge and preventive action only are rare. The ozone hole is one positive example; solving the problem was possible because it required less complex technological change, affecting few industries only. Human beings are risk-averse in a sense, we are conservative, we do not like to change rapidly; we are path-dependent. John Maynard Keynes once said: "It is easy to develop new concepts and ideas. The difficult thing is to forget the old ones". Therefore, scientific tools are needed in order to sketch out future scenarios. Based on scientific knowledge, we need to convince our societies, our political decision-makers that it is necessary and possible to transform societies and economies towards sustainability – in order to avoid disruptive change in the earth system. Pushing towards sustainability at a point where the crisis has not yet materialized implies a specific and new role for science in managing global dynamics. Organizing a deep transformation towards sustainability avoiding significant crises driven by Earth system changes would be a cultural learning process – a civilizational shift.
What are the effects of growing multipolarity for global governance processes?
To start optimistically, I would argue that in contrast to historical situations in which this kind of tectonic power shifts led to conflicts or even wars, the current situation is different. The world is highly interconnected and economic interdependencies are stronger than ever. Charles Kupchan is differentiating between "war", "cold peace" and "warm peace". I think that a big "war" is not very probable, and "cold peace" is what we are in actually. "Warm peace" would be cooperative global governance: we identify our problems, have a joint problem analysis, and subsequently start acting cooperatively on them. But this does not describe the contemporary situation. While there are no severe global conflicts, we do not solve many of the global interdependency problems.
There are many barriers to global cooperation and I would like to mention two or three of those. The first one consists of power conflicts and power struggles. Hopefully realists such as John Mearsheimer are not right in claiming that "a peaceful rise of China is not possible". But the fundamental point remains that the re-organization and shuffling of power resources is rendering cooperation extremely difficult. The second point is that all the important global actors currently have severe domestic challenges to manage. The European countries are coping with the European dept crisis. Similarly, the United States is concerned with financial turbulences and rising social inequalities. China has to keep its annual growth rate of about 8 to 12 per cent and meanwhile stabilize its rapid modernization process. In India, there is still a large group of people suffering from poverty. So, managing that and trying to be a responsible global actor at the same time is not easy at all. In brief, all actors that we would like to see taking on a more responsible role on the global level are overcommitted domestically.
There is consensus among different disciplines on what cooperation is actually about. At the Centre for Global Cooperation Research we did a study on The Behavioural Dimensions of International Cooperation (2013) based on insights of very different disciplines – evolutionary biology, social anthropology, cognitive sciences, psychology, political sciences, behavioral economics – to find out what the basic mechanisms are which help human beings to cooperate at any scale towards global corporation in a world of nine billion people. Finally, we identified seven factors promoting cooperation: trust, communication, joint we-identities, reputation, fairness, enforcement – and reciprocity, which is the most fundamental prerequisite. These factors form an enable environment for cooperation and they are manmade. In contexts, actor constellations, systems, in which these basic mechanisms of cooperation are strong, they help to embed power dynamics, to solve social dilemma problems and to manage interdependencies. In contrast, contexts, actor constellations, and systems in which theses basic mechanisms of cooperation are weak, will be driven mainly by power dynamics and struggles. By looking at these factors one immediately understands why the G20 context is so difficult. We have been able to create and to well establish these factors in our old settings; in the European Union, the Western world, the transatlantic community. But now we are sitting together with new actors rather unknown. The G7/G8 world – the OECD driven and the western driven global economy and global politics – has moved towards G20 since it was acknowledged that one cannot manage any global turbulence without emerging economies. The G20 was created or rather called to meet in 2008, a few days after the bankruptcy of Lehman Brothers when many feared the collapse of the world's financial markets. Most western economies were highly indebted, whereas the emerging economies, especially China, were holding large currency reserves. From a behavioral perspective we have to invest in these basic factors of cooperation in the G 20 context in order to create the essential preconditions of joint action to solve the big global problems. This represents a long-term project, and unfortunately many of these global problems are highly challenging from the time perspective: a tension derives from the gap between time pressure in many of these areas and the time it probably needs to build up these basic mechanisms of cooperation. In fact, the major feeling is that international cooperation is even weaker now than a decade ago. I usually visualize the current situation of the G20 as a round table with 20 seats but no one is sitting there. Charles Kupchan's "No one's world" or Ian Bremmer's "The G0 world" deal with the same problem: international cooperation, global governance is currently so difficult, although all these interdependency problems rendered the problem of managing the global commons fully obvious. If you talk to our Foreign Ministers or Finance Ministers or Chancellors and Presidents, they of course all know exactly what is out there in terms of globalization impacts. But organizing the necessary global consensus and the governance and cooperation structures is tremendously difficult.
How far is the discipline of development research affected by global change?
This is a complex question, to which I do not have a definite answer. The whole field of development research is currently about to get redefined. In the past, the concept of development was clear: On the one side, there was the developed world, the OECD-world, consisting of 35-40 countries and on the other side, the "underdeveloped" part of the world, all other countries. Understanding the differences between developed and developing, along with thinking about the basic drivers of modernization and wealth creation in less developed countries was at the core of development research for a long period. How can poor countries become rich and as developed as OECD countries already are?
Today, it is highly questionable if even the broader categories of "development research" still serve to analyze the new realities. Do we currently still need "development economists", and how would they differ from classical "economists" doing research in those European countries suffering most from the debt crisis, high unemployment and weak institutions? Situations in many OECD countries nowadays look like what one would expect from a still developing or emerging economy, and the other way around. So, what distinguishes development research? This is an important question. Studying non-OECD countries, do we still need development research based governance theories or democratization theories – thus, theories that are systematically different from those we apply in our research on OECD countries? The discipline of development research is under immense pressure. This debate is linked to the second wave of global change we talked about: the post-western world order, emerging economies catching up, convergence trends in the global economy.
If you look at the role of international technology transfer, the same scenario arises: the North-South, donor-recipient categories have dissolved. Technology transfer has lost its distinct direction, and it is much more reciprocal and diffuse than it used to be. There are several studies currently pointing to the fact that investment rates in R&D and in technology creation are growing fast in several regions around the globe, whereas in many OECD-countries, investment is stagnating, or even decreasing. The whole map of knowledge, if you like to say so, is about to undergo deep changes. This implies that the common assumption that knowledge is based in OECD countries and transferred to the South via development cooperation is just not working any longer. We need new patterns of cooperation between different countries in this area. And we need research on global development dynamics which will be different from classical development research which has been based on the assumption of a systemic North-South divide for a long time.
How do institutions such as the World Bank react to the emerging and redefined agenda of development?
The current reorientation of the World Bank as a Knowledge Bank originates from the assumption that knowledge is just as important as money for global development. The second point is that more and more of their partners in non-OECD countries, classical developing and emerging economies, are more and more interested in the knowledge pools of the World Bank and less in their experts. And: dynamic developing countries and emerging economies are even more interested in investments in their own knowledge systems and joint knowledge creation with the World Bank. The old North-South knowledge transfer model is eroding. You might say that there currently are two contradictory global trends: on the one hand via social media and the Internet, knowledge is being widely distributed – broader than ever before and actually, theoretically accessible at any point in the world –, on the other hand the proliferation of knowledge is accompanied with access restriction and control, and the growing privatization of knowledge. Aiming to play a constructive role in collaborative knowledge generation, the World Bank invests a lot in building up freely accessible data bases and open research tools, including the provision of governance or development indicators of any kind. However, this is a difficult process that is developing slowly.
The World Bank is currently undergoing several basic re-orientations. The structures inside of the World Bank are about to become less hierarchical and more horizontal. Originally, the World Bank has been a much more western dominated organization as the Bretton Woods institutions were formed by the United States and its allies. If you look into the governance structures of the World Bank today, it is still largely dominated by OECD countries, but you can notice that this is changing. It is a global organization but 90 % of people working there have been studying at Anglo-Saxon universities. Actors especially from emerging economies have been criticizing that for long, claiming that the World Bank as a global organization should have to be represented by a global citizenship. Although this had slowly started to change already, all the knowledge and all the qualification procedures still remained very western dominated. So they asked the World Bank to diversify its partner structures, to reach out and cooperate with research institutions from around the world. This is what the World Bank is trying to do at the moment, which is really a break with its culture. Because even though the World Bank is a global organization, it has always been a very inward-looking organization. The World Bank was strong, with fantastic professionals and researchers inside, but without cooperating tools. Now they are trying to broaden their cooperation structures and to learn from and together with other institutions.
What are the opportunities and difficulties of big data analysis for global development?
Access to any kind of data is important for any kind of knowledge creation. It has been very limited for many developing countries over a very long time. So, thinking about how to assure access to serious data is significant. This would be my first point. My second point is that, when it comes to big data and the question of managing large amounts of indicators on, for example, cross-country or cross-sector modeling, I think the new technologies are opening up new research possibilities and opportunities. Big data provides the opportunity to identify patterns. Looking for similar dynamics in very different systems is a very interesting exercise, because you get deeper insights into the basic dynamics of systems. This is what I have learned from my colleague Nakicenovic, whom I have mentioned before, and who is working on the Global Energy Assessment, or from Juergen Kurths, from the Potsdam Institute for Climate Impact Research, who is studying basic structures and dynamics of very different complex systems like air traffic networks, global infrastructures and social media networks. Managing big data allows you to see patterns which cannot be seen if you only work with case studies. However, to understand the dynamics of countries and sectors, new actor constellations or communities, you need to go into detail and in this specific moment, big data is only the starting point, the background: you also need qualified, serious, very often qualitative data on the ground. Big data and qualified, specific data: they complement each other.
For sure, an important aspect of big data is that for the most part, it is gathered and stored by private businesses. We started this interview talking about global commons and we actually just defined a global commons: data on development should be a global commons, and we need standards and rules of managing those. Private actors could play a role, but within a set of rules defined by societies and policies, and not the private business sector.
Dirk Messner is the Director of the "German Development Institute / Deutsches Institut für Entwicklungspolitik (DIE)" since 2003 and teaches at the Institute of Political Science, University of Duisburg-Essen. He is Co-Director of the "Käte Hamburger Kolleg / Centre for Global Cooperation Research (KHK/GCR)", University Duisburg-Essen, which was established in 2012. He furthermore is Co-Chair of the "German Advisory Council on Global Change (WBGU)", member of the "China Council for International Cooperation on Environment and Development", member of the "Global Knowledge Advisory Commission" of the World Bank and member of the "European Commission's Scientific Advisory Board for EU development policy". Dirk Messner's research interests and work areas include globalisation and global governance, climate change, transformation towards low carbon economies, and development policy. He directed many international research programs and thus created a close international research network.
related links:
Profile at German Development Institute Messner, Dirk / Guarín, Alejandro / Haun, Daniel (eds.) (2013): The Behavioural Dimensions of International Cooperation, Global Cooperation Research Papers 1, Centre for Global Cooperation Research (pdf)
Read Jing Gu, John Humphrey, and Dirk Messner's (2007) Global Governance and Developing Countries: The Implications of the Rise of China here (pdf)
Messner, Dirk (2007): The European Union: Protagonist in a Multilateral World Order or Peripheral Power in the »Asia-Pacific« Century? (pdf)
