This report identifies and describes the most prominent exogenous factors affecting nature-based tourism (NBT). Megatrends and associated sub-trends were identified by means of a literature review and structured using the STEEP framework, including social, technological, economic, environmental and political drivers (Dwyer et al., 2009). Research papers published in English language journals were obtained by searching electronic databases of scientific and tourism journals (Google Scholar, Web of Science, Oria). A total of 151 research papers (including 109 peer reviewed journal articles) published between the years 1998-2017 were identified. The peer reviewed research papers were published in 55 different journals spanning a wide array of disciplines. Concluding remarks put the results in the context of Norwegian nature-based toursm. Social trends • Population growth. Will lead to an overall increase in participation in nature-based tourism. However, such unprecedented growths can also lead to an overuse of natural attractions negatively affecting natural resources. • Changes in household composition. Family households are getting smaller. Sole-parent and single-person households becoming more prevalent. More income and discretionary time to travel and participate in recreational activities. • Ageing population. Healthier, wealthier and more active older persons. Growingly interested in nature-based activities which accommodate their reduced physical abilities, i.e. less strenuous activities. • Health and well-being. More emphasis on mental health; de-stressing and self-medicating. People increasingly seek out nature-based activities as a form of natural therapy/treatment. • Urbanization. Urban congestion is threatening natural environments and leading to loss of landscape. People's need for green spaces is growing, thus, the demand for NBT is increasing as well. • Changing work patterns. A reduction in physically demanding employment and household work leads to increased demand for physical activity during leisure time. The growing middle class with more flexible working conditions and an increasing disposable time and income is allowing for more flexible travel plans and a desire to spend holidays in new and exotic natural destinations. • Gender. Modern societies are more feminized and women highly influence the choice of leisure activities. Women are prone to choosing NBT activities and products of high convenience, quality and beauty. While men value challenging NBT activities (e.g. hunting, fishing, adventure activities). • Increasing cultural diversity. Multicultural society is altering NBT visitor markets. Inflow of tourists with different cultural backgrounds, preferences and expectations, may lead to conflicts among them. New management interventions required in order to accommodate tourists' different needs and expectations, and prevent probable conflicts. • Values and lifestyles. Today's tourist is money rich/time poor, individualistic, seeking unique, personalized and authentic experiences. Tourists are increasingly interested in participating in NBT activities as it helps them understand themselves better, achieve a sense of transformation and identity. Moreover, there is an increasing environmental awareness among them. Technological trends • Transportation. New technology is reducing the cost and the increasing speed of travel. Increasing accessibility to various tourist destinations. Schemes to reduce carbon emissions are expected to negatively impact destinations far from markets. • High-tech equipment. Outdoor high-tech recreational equipment and clothing are providing recreationists with increased comfort, safety and access to nature destinations. Growth in participation in different types of NBT activities. • Information and communication technology (ICT). Advanced technology allows tourist destinations to add value for their visitors and minimize operating costs. Electronic word-of-mouth becomes an increasingly important factor for destination image and travel behavior. Social media allow for more transparency between customers and suppliers. More competition among tourist destinations and greater consumer power. Mobile technology and expanded mobile service covering remote areas will encourage tourists to visit and experience new, unknown nature areas. For NBT, Internet of Things is expected to help in managing visitors flow in outdoor areas, improve traffic management and enhance the monitoring of fragile ecosystems. Indoorization of outdoor activities and artificial recreations settings may signal a shift away from recreation in nature, but it is also argued that such services can stimulate participating in NBT. Economic Trends • Economic growth in developed economies. Economic growth, increasing income and disposable time in developed countries allow more people to spend more time and money on nature-based experiences. • Economic growth in emerging economies. Economic growth in emerging economies of the BRIC nations, especially China and India, will significantly contribute to the expansion of tourism. This is leading to an alteration in the cultural and ethnic mix of tourists arriving to the EU. These tourists bring different behaviour, expectations and demands, e.g. Chinese tourists are found to be more interested in passive enjoyment of natural scenery (i.e. sightseeing) rather than active involvement in NBT activities. • Sharing economy. Tourism services and businesses such as hotels, restaurants and tour operators are being challenged and gradually replaced by individuals who offer budget-friendly services such as accommodation, transportation, excursions and meals. • Fuel costs. Despite temporary reductions, oil prices are expected to increase again which will negatively impact travel propensity via increased cost for flight tickets and introduction of fuel charges. Greenhouse gas mitigation strategies are expected to restrict and hinder future travel. Environmental trends • Climate change. Have a direct impact on NBT. Winter tourism is negatively impacted in regions such as Northern Europe and North America as winter becomes warmer and wetter; lower-altitude ski resorts are expected to face economical problems due to decline in snow cover and decline in visitation levels. While, capacity pressures will be created in higher-altitude resorts. Dog sledding and snowmobiling are also expected to face negative effects due to reduced snow cover. Climate change is leading to receding glaciers, hence, diminishing not only their aesthetic value but also their economical value associated with NBT activities such as sightseeing, trekking and skiing. Climate change is also leading to coral bleaching, starfish outbreaks and environmental degradation which negatively impact dive and snorkel tourism. • Land use and landscape change. Urbanization, rural depopulation, exploitation of land for road construction and energy production have all led to different changes to landscapes and loss of their aesthetic values. Natural landscapes are a main driving force of NBT. Hence, all such changes were found to have a negative impact on NBT via for instance reducing the attractiveness of tourist landscapes and the quality of tourists' experiences. Conflicts between various stakeholders (e.g. tourism, forestry, energy production) is also documented in the literature. Protected areas are often significant attractions in the nature-based tourism system, and more recent environmental policies in Scandinavia have emphasized the need to integrate nature-based tourism with protection of nature so that the two can be of mutual benefit. Political trends • Political turbulence, war and terrorism. Political turbulence in regions such as the Middle East, Africa and parts of Asia are predicted to diminish tourism flows overall but is predicted to enhance the attractiveness of tourist destinations perceived as 'safe'. Tourist attractions that offer settings (e.g. outdoor recreation settings) where large numbers of visitors are gathered are more prone to terror attacks and may need more security measures to ensure safety. Loss of natural heritage due to war and civil unrest is documented in the literature; examples of damaged national parks and ruined NBT industries in countries with political turbulence and terror attacks are also documented. • Changes in border regulations. Changes in border regulations via the introduction and implementation of agreements such as the Schengen Agreement or China's Approved Destination Status 'ADS' have reduced border travel restrictions, creating huge tourism opportunities and traffic in several regions worldwide. China's ADS is expected to become the largest outbound market by 2020. • Health risks. The continuing rise in international travel is a driving force in global emergence and spread of infectious diseases (e.g. Zika or Ebola virus). Future spread of persistent life-threatening diseases may make international travel be perceived as a personal risk. Future travel may be strictly regulated to prevent the spread of any virulent diseases among tourist destinations. • Geopolitics. In today's globalised world, tourism is being used as an instrument to realize particular geopolitical goals. For example, sport events among Commonwealth member states as a unification tool. China's Approved Destination Status (ADS) as a projection of its soft power. Regional blocs such as North American and the European Union Free Trade Agreement also impact tourists' movement within these multilateral entities. The report is produced with funding from BIOTOUR – a four year research project with the objective to research and disseminate key conditions for future development of nature-based tourism in the Norwegian bio-economy that contribute to business innovation, community resilience and sustainable use of resources (www.nmbu.no/biotour). ; Denne rapporten identifiserer og beskriver de viktigste faktorene som påvirker det naturbaserte reiselivet. Megatrender og tilhørende sub-trender er blitt klarlagt gjennom en litteraturstudie og strukturert ved hjelp av et eget rammeverk, STEEP, som omfatter sosiale (Social), teknologiske (Technological), økonomiske (Economic), miljømessige (Environmental) og politiske (Political) drivkrefter (Dwyer et al., 2009). Litteraturgjennomgangen baserer seg på systematiske søk i elektroniske databaser for vitenskapelige, engelskspråklige journaler (Google Scholar, Web of Science, Oria). I alt 151 forskningsbidrag (hvorav 109 fagfellevurderte tidsskriftsartikler) publisert i årene 1998-2017 ble identifisert, og disse er blitt publisert i 55 ulike tidsskrifter innenfor et bredt spekter av fagdisipliner. I konklusjonsdelen av rapporten er hovedresultatene satt inn i en norsk naturbasert reiselivskontekst. Sosiale trender • Befolkningsvekst. Vil føre til en generell økning i deltakelsen i naturbasert reiseliv. Men en slik akselererende vekst kan også føre til stort forbruk av naturattraksjoner, som igjen kan påvirke naturressursgrunnlaget på en negativ måte. • Endringer i husholdningenes sammensetning. Familiehusholdningene blir mindre. Hushold bestående av én forelder eller aleneboende blir mer vanlig. Høyere inntekter og mer fleksibel tidsbruk øker mulighetene for å reise og delta i rekreasjonsaktiviteter. • Aldrende befolkning. Bedre helse og høyere velstand blant aktive eldre personer. Økende interesse for naturbaserte aktiviteter som er tilpasset reduserte fysiske forutsetninger, dvs. mindre krevende aktiviteter. • Helse og velvære. Mer vekt på mental helse; avstressing og selvmedisinering. Folk velger naturbaserte aktiviteter som en form for naturlig terapi/ behandling. • Urbanisering. Urban vekst truer naturmiljøer og fører til tap av naturlandskap. Folks behov for tilgang til grønne områder øker, og dermed vokser også etterspørselen etter naturbasert reiseliv. • Endrede arbeidsmønstre. Reduksjon i fysisk jobbkrav og mindre anstrengende husarbeid fører til økt etterspørsel etter fysisk aktivitet i fritiden. Den voksende middelklassen med mindre rigide arbeidsbetingelser og mer disponibel tid og inntekt åpner for mer fleksibel reising og et ønske om å tilbringe ferien på nye destinasjoner med eksotisk natur. • Kjønn. Moderne samfunn er mer feminiserte, og kvinner påvirker i stor grad valg av fritidsaktiviteter. Kvinner er tilbøyelige til å velge naturbaserte reiselivsaktiviteter preget av bekvemmelighet, kvalitet og skjønnhet, mens menn i større grad søker utfordrende aktiviteter som jakt, fiske og det som representerer spenning i naturomgivelser. • Økende kulturelt mangfold. Det multikulturelle samfunnet endrer markedene i det naturbaserte reiselivet. Tilstrømmingen av turister med ulik kulturell bakgrunn, preferanser og forventninger kan føre til konflikter mellom de ulike segmentene. Nye grep fra naturforvaltningen er påkrevd for å ivareta turistenes ulike behov og forventninger, og forhindre konflikter. • Verdier og livsstiler. Dagens turist er rik på penger men fattig på tid, individualistisk, og søker unike, persontilpassede og autentiske opplevelser. Turister er i økende grad interessert i å delta i naturbaserte reiselivsaktiviteter; det hjelper dem til å forstå seg selv bedre, bidrar til en følelse av personlig forandring og uttrykker en form identitet. Videre er det en økende miljøbevissthet. Teknologiske trender • Transport. Ny teknologi reduserer reisekostnadene og øker reisehastighetene. Tilgjengeligheten til ulike turistdestinasjoner øker. Planer for å redusere karbonutslipp forventes å påvirke destinasjoner som ligger langt fra markedene, på en negativ måte. • High-tech-utstyr. High-tech utstyr og avanserte klær gir friluftslivsutøvere mer komfort, høyere sikkerhet og lettere tilgang til naturområder. Bidrar til vekst i ulike former for naturbaserte reiselivsaktiviteter. • Informasjons- og kommunikasjonsteknologi (IKT). Avansert teknologi gir turistdestinasjoner merverdi for besøkende og reduserer driftskostnader. Turistomtale i elektroniske medier blir stadig viktigere for reismålenes image og turisters reiseatferd. Sosiale media gjør tilbyder-kundeforholdet mer transparent. Mer konkurranse mellom destinasjoner og større forbrukermakt. Mobilteknologi og flere mobile tjenester som dekker avsidesliggende områder, vil oppfordre turister til å besøke og oppleve nye, ukjente naturområder. For naturbasert reiseliv forventes utstrakt bruk av internett (Internet of Things) å kunne være til hjelp i forvaltingen av turiststrømmer i naturområder, forbedre trafikkstyringen allment og raffinere overvåkningen av sårbare økosystemer. Mer tilrettelegging for aktiviteter innendørs (indoorization) og kunstig oppbygde arenaer kan signalisere et skifte bort fra rekreasjonsaktiviteter i naturomgivelser, men det er også argumentert for at slike nye tilbud kan stimulere deltakelse i naturbasert reiseliv. Økonomiske trender • Økonomisk vekst i utviklede økonomier. Økonomisk vekst, økende inntekter og mer disponibel tid i utviklede land gjør det mulig for flere å bruke mer tid på naturbaserte opplevelser. • Økonomisk vekst i utviklingsøkonomier. Økonomisk vekst i BRIC-landenes utviklingsøkonomier, spesielt i Kina og India, vil i betydelig grad bidra til ekspansjon i reisevirksomheten. Dette fører til endinger i den kulturelle og etniske sammensetningen av turister som ankommer EU. Disse gjestene har annerledes turistatferd, forventninger og krav; kinesiske turister utviser større interesse for passiv nytelse av natur og landskap (sightseeing) framfor å engasjere seg i aktive naturbaserte reiselivsaktiviteter. • Delingsøkonomi. Kommersielle foretak som hoteller, restauranter og turoperatører utfordres og blir gradvis erstattet av individer som tilbyr budsjettvennlige tjenester som overnatting, transport, utflukter og måltider. • Drivstoffkostnader. Til tross for tidvise reduksjoner forventes oljeprisen å stige, noe om vil påvirke folks tilbøyelighet til å reise på en negativ måte på grunn av økte priser på flybilletter og introduksjon av ekstra drivstoffavgifter. Strategier for å hindre utslipp av drivhusgasser forventes å begrense/ hindre fremtidig reisevirksomhet. Miljøtrender • Klimaendringer. Har direkte påvirkning på naturbasert reiseliv. Vinterturismen vil bli negativt påvirket i regioner som Nord-Europa og Nord-Amerika ettersom vintrene blir varmere og våtere; lavtliggende skidestinasjoner forventes å få økonomiske problemer som følge av redusert snødekke og mindre besøk. Det vil bli press på kapasiteten i mer snøsikre, høytliggende områder. Hundekjøring og snøskuterkjøring forventes å bli negativt påvirket på grunn av mindre snø. Klimaendringer fører til at isbreene trekker seg tilbake, noe som fører til at ikke bare deres estetiske verdi, men også økonomiske verdi knyttet til naturbaserte aktiviteter som sightseeing, brevandringer og skiturer, reduseres. Klimaendringene fører også til bleking av koraller og miljømessig degradering av marine områder som påvirker dykke- og snorklingsaktiviteter. • Arealbruk og landskapsendringer. Faktorer som urbanisering, befolkningsnedgang i distriktene, eksploatering av arealer til veibygging og energiproduksjon har alle ført til ulike typer av endringer av landskaper og tap av deres estetiske verdier. Intakte naturlandskaper er en sentral forutsetning for naturbasert reiseliv. Derfor har de nevnte faktorene negative konsekvenser for naturbasert reiseliv ettersom attraktiviteten i turistlandskapene og kvaliteten på turistopplevelsene reduseres. Konfliktene mellom ulike interessenter (turisme, skogbruk, energiproduksjon) er også dokumentert i litteraturen. Verneområder er ofte viktige attraksjoner i det naturbaserte turismesystemet, og nyere miljøpolitikk i Skandinavia understreker behovet for å integrere det naturbaserte reiselivet med områdevern til gjensidig nytte for begge parter. Politiske trender • Politisk turbulens. Krig og terrorisme. Politisk turbulens i regioner som Midtøsten, Afrika og deler av Asia forventes å redusere turiststrømmene i alminnelighet, men vil kunne øke attraktiviteten til destinasjonsområder som anses som trygge. Turistattraksjoner som tiltrekker seg store ansamlinger av besøkende (f.eks. kjente naturattraksjoner), er mer utsatt for terroranslag og vil ha behov for sikkerhetstiltak. Tap av naturarv på grunn av krig og uro er påpekt i litteraturen, og eksempler på ødelagte nasjonalparker og ruinerte naturbaserte reiselivsnæringer i land med politisk turbulens og terror er også dokumentert. • Endringer i grensekontroller. Endringer i grensekontroller gjennom introduseringen og implementeringen av avtaler som Schengen-samarbeidet eller Kinas utreisebestemmelser (Approved Destination Status, 'ADS') har redusert grenserestriksjoner og utløst enorme reisemuligheter i flere regioner rundt om i verden. Kinas ADS er forventet å bli verdens største utreisemarked i 2020. • Helserisiko. Den vedvarende økningen i internasjonal reisevirksomhet er en drivkraft i oppblomstringen og spredningen av infeksjonssykdommer (Zika eller Ebola-virus). Fremtidig spredning av vedvarende livstruende sykdommer kan bidra til at internasjonal reisevirksomhet oppfattes som en personlig risiko. Reiseaktiviteten kan tenkes å bli strengt regulert for å unngå spredning av virussykdommer i turistområdene. • Geopolitikk. I dagens globaliserte verden er turismen et redskap for å nå visse geopolitiske mål. For eksempel er felles sportsbegivenheter i Samveldenasjonene et instrument for å ivareta samholdet blant disse nasjonene. Kinas ADS er et politisk verktøy. Regionale blokker som den nordamerikanske og europeiske frihandelsavtalen påvirker også turistbevegelsene. Rapporten er finansiert av BIOTOUR – et fireårig forskningsprosjekt der formålet er å identifisere nøkkelbetingelser for videreutvikling av naturbasert reiseliv i norsk bioøkonomi som sikrer næringsutvikling, robuste lokalsamfunn og bærekraftig ressursbruk (www.nmbu.no/biotour).
Poland towards Russia between 1992 and 2015 and outline their specifics. The author attempted at a synthesis of major manifestations of Polish-Russian cooperation and most sticking points in the intergovernmental (international) relations during that period. An important objective was to show the sources and examples of a divergence of interests, and point to the goals, which were based on these premises, established by the foreign policy-makers in Poland and Russia and pursued in mutual relations and international affairs. Between 1992 and 2015, in Poland's foreign policy towards the East and national security policy, the relations with Russia and the Ukraine were of utmost importance. On the economic level, considering the volume of mutual trade turnover, Poland's main partner in the East was the Russian Federation, whereas on the political level, the Ukraine was seen as a strategic partner. Along with the Ukraine, Russia played a key role in Poland's security policy in the discussed period. It should be emphasized that Polish-Russian and Polish-Ukrainian relations were very closely linked, and so was Poland's policy towards Russia and the Ukraine. In Poland's foreign policy towards Russia, or in broader terms, in Polish-Russian relations between 1992 and 2015, seven stages can be distinguished; each having their own characteristic. Despite some new specifics in each particular stage, they all shared an element of continuity. The constant theme was a great divergence of interests between Poland and Russia, particularly with regard to the European security system, and the role of NATO in shaping this security, as well as further stages of the alliance's enlargement, especially by countries of the post-Soviet area; energy security and Poland's strive for diversification of fuels supplies faced with Russia's actions aimed at the diversification of routes of sending its gas and crude oil to Western Europe bypassing the Ukraine and Poland; a historic dispute, in which a thorough, satisfying for the Poles, explanation of the Katyn Forest massacre was particularly high on the agenda among other issues; opposing visions of building an order in Eastern Europe, and first and foremost, in the Ukraine. With the passing of time, especially after Poland's NATO and the EU accession, the future of Eastern European countries, particularly the Ukraine and Belarus, has become a fundamental issue in Polish-Russian relations. Both Russia and Poland treated Eastern European countries as a sort of a safety buffer. However, the two countries had entirely different visions of how this buffer ought to be shaped. The political leadership in Poland saw the strenghtening of national security in the strenghtening of the Ukrainian buffer through the Ukraine's membership in NATO and the EU, whereas for the political leadership in Russia, the strenghtening of national security through Ukrainian buffer meant preserving its outside NATO status, or incorporating it in the the security system built under the aegis of Russia on the area of CIS. A characteristic of the Polish-Russian relations in that period was a great imbalance to Poland's disadvantage, resulting from the differences in broadly understood physical potential of the two countries and, consequently, their international roles (Poland being a medium-size country situated in Central Europe and Russia being a superpower in Central Eurasia). The capacities of Poland to shape the situation in Eastern Europe on its own were incomparably lower than Russia's. Therefore, Poland was trying to make use of European and Euro-Atlantic multirateral structures, mainly through the Eastern Dimension realized by the EU and NATO, to have as much influence as possible, on the desired developments in Eastern Europe. The eastern policy under successive RP governments was characterized by their overrating, frequently, of their own capacities, lack of objectivity in assessment of the situation across our eastern border, and application of double standards, particularly in the policy towards Russia. Polish-Russian political relations throughout the post-Cold War period were critical, and improvements were relatively short-lasting. Not only Russia, but also Poland is to blame for such a state of events. The Polish side, due to historical reasons and imbalance of potential, expected Russia to take more initiative in coming to an agreement with Poland. However, it has to be admitted that in many activities undertaken by Poland with regard to European security, in particular Eastern European subregion, the interests of Russia were completly disregarded, although they did not have to be accepted fully. An example of this was Polish diplomacy in the second half of 2013 intended not to allow Russia to be included in the negotiations on the EU association agreement with the Ukraine about issues that had economic implications for Russia's interests. In their policy towards Russia, foreign policy-makers in Poland, forgot, all too often, or, were unwilling to remember, about the principle that in order to meet the security needs of one's own country, one should also consider the security needs of other countries, the neighbouring ones in the first place. Analyzing the policies under succesive III RP governments on European security and relations with the post-Soviet countries, it is hard to share the view prevailing in our country that Poland did its best to develop partnership and good neighbourly relations with Russia. Among politicians, publicists and the Polish society, there was a large group of people who took a stance, though it was not always formally articulated, that Poland has a right, or even a duty to remain hostile towards Russia. On the other hand, Russia should not act unfavourably towards Poland, regardless of Poland's anti-Russian policy, although, obviously, it was declared otherwise. One of the few stages showing a distinct improvement in Poland's policy towards Russia and a mutual willingness to normalize our political relations, was the one between 2008 and 2010, when an unsuccesful attempt was made at pragmatizing foreign policy towards Russia. Since the end of 2007, this new foreign policy, gradually encompassing other areas, led to a greater or lesser modification of the policy to date towards Russia, the Ukraine, Belarus and Georgia by basing it on the so-called positive realism. These new trends increased cooperation between Poland and Russia and, eventually, a considerable progress was achieved in normalizing our relations. Between 2008 and 2010, Polish policy towards the East not only changed in practice, it was also a conceptual change. The crash of the presidential plane at Smoleńsk (April 10th, 2010), in which 96 peple were killed, including President of RP Lech Kaczyński and His Spouse, was a major, if not primary reason why the normalization process (2008–2010) was seriously hampered to the point of a standstill between 2011 and 2013. The Smoleńsk air disaster, and conflicting stands over its causes in particular, exacerbated divisions in the Polish society and strenghtened reluctance, if not hostility, towards Russia. A large part of the Polish political class and society did not accept a version of an inadvertent air disaster (plane crash), whose causes, like not following correct procedures, lay on both Poles and Russians. The surveys conducted during the years following the Smoleńsk air disaster showed that over 30% of the Polish society were convinced that it had been an attempt on the life of the Polish delegation en route to a commemoration of the 70th anniversary of the Katyn Forrest massacre, and that the Russian government and secret services had been involved. After the Smoleńsk air disaster, foreign policy towards Russia and Polish-Russian relations became a ground for political struggle in our country. For many politicians and conservatist right-wing journalists, a demonstrated degree of anti-Russian sentiment became the main criterion of patriotism. In a large part of the Polish society, a belief was strenghtened that actions should be taken to weaken and isolate Russia, and to minimize, rather than increase cooperation between the two countries. This meant that internal conditions within our country, which could possibly motivate the foreign policy-makers to stop viewing Russia as the main threat and encourage a breakthrough in thinking about that issue, deteriorated markedly. Consequently, Polish-Russian relations between 2011 and 2013 remained in a state of deadlock. In the foreign policy of Poland between 1992 and 2015, Russia played the leading role. This, however, stemmed from Russia being perceived by the policy-makers as the main threat to our national security, not a recognized partner in pursuing this security. Throughout that period, in all successive stages of Polish security policy, Russia was regarded as the main threat. Each political leadership in Poland, especially since the mid 1990s, treated Russia in this way, and these were not merely anti-Russian declarations, but a guiding principle of the foreign policy. Behind it, was a conviction that Russian imperialism was timeless and Russia would never accept the sovereignty of Poland. It was an obvious reference to the classical Polish geopolitical thought about Russia posing main threats to our national security. During the crisis and conflict in eastern Ukraine, between 2014 and 2015, the foreign policymakers in Poland revived the stance of a military threat on the part of Russia. For the first time since the end of the Cold War, such loud voices were heard about a possible military attack on Poland. Unlike the earlier periods, when there was an informal presumption that Russia was a threat to the security of Poland, in 2014, for the first time, in III RP's security policy, Russia was formally pointed to as a direct military threat. It was articulated in official state documents, including Strategia Bezpieczeństwa Narodowego Rzeczypospolitej Polskiej from November, 2014, and in addresses delivered by the Polish government officials (for instance in exposé of Foreign Minister R. Sikorski and his follower G. Schetyna). The crisis and conflict in south-eastern Ukraine did not substantially change Poland's policy towards Russia. What did change between 2014 and 2015, however, was that much more emphasis than ever was placed on Russia being a threat to our national security, and there being a serious risk of a Russian direct invasion of Poland. During 2014 and 2015, the process of politicizing fear (policy of fear) of Russia was at its height. For Poland, a major outcome of the Ukrainian conflict and crisis was decreased national security and growing fears, among them the fear of Russian invasion, which does not mean that such a threat was real. During the years 2014 and 2015, Polish-Russian political relations at the highest level came almost to the point of being frozen. Important direct implications of the Ukrainian conflict for Poland's security were, apart from a growing fear of Russia, increased desires towards strenghtening its own defense capability, strenghtening NATO cohesion, increased involvement of NATO in our sub-region's security and closer bilateral Polish-American cooperation regarding military security. Resolving the conflict in eastern Ukraine as quickly as possible was in the interests of Poland. However, Polish diplomacy did not engage much in the conflict deescalation. They were very sceptical about the successive agreements aimed at ending the military operations negotiated within the frames of the so-called Normandy format (Mińsk I and Mińsk II). It seems that, considering the geopolitical situation in the Ukraine and divisions of the Ukrainian society, this country should remain a buffer state. Alternatively, coming out of this role should occur gradually, through a simultaneous Europeization of the Ukraine and Russia. Poland should not be interested in the "revolutionary" speeding up of the processes occuring in the Ukrainian society. Responsible politicians willing to serve the best interests of their nation should be aware of the limitations in pursuing even the most support worthy goals. The policy of every country, the foreign policy of Poland and the Ukraine included, should be founded on a realistic assessment of one's own capabilities so that aspirations would not outgrow the real possibilities of their attainment. Poland, aspiring to the role of the EU main expert in Russian and the post-Soviet area affairs, through insisting in the EU on the earliest possible Ukraine association with the EU, contributed in a way to the situation when the Ukraine had to choose between the EU and Russia. Polish politicians did not anticpate the negative outcomes of such acceleration for the Ukraine itself (including the loss of Crimea and strong separatist tendencies in the East of the Ukraine), as well as for Russian- Ukrainian relations and the security of Poland. Therefore, the firm support and involvement of the Polish political class in the so-called democratic revolution in the Ukraine during 2013 and 2014, can hardly be regarded as a succcess. Polish policy towards the East ended in yet another failure, which was shown as confirmation when Poland was not included in the talks aimed at resolving the Ukrainian crisis, which were held by officials from the Ukraine, Russia, Germany and France since the middle of 2014. The Ukrainian crisis and conflict was a turning point in Polish security policy and Polish-Russian relations. The Polish government officially began to treat Russia as the largest threat to the national and international security. A considerable part of the political elites in Poland did not see the threat in excessive dependence of Polish economy on Russian energy resources or other economic threats, but in a direct military attack. Generally speaking, it is unknown to what extent the Ukrainian crisis and conflict will, in the long run, have an impact on changes in Polish policy towards the East, particularly towards Russia and the Ukraine. It exposed the ineffectiveness of our foreign policy to date towards the East. In this context, a question arises: What will be mid- and long-term implications of the Ukrainian conflict for the modification or a radical alteration to Polish foreign policy towards the East? Another fundamental question pertains to Polish-Russian relations: What policy should Poland pursue towards Russia now and in the future? Will the foreign policy and security policy be directed, like in 2014 and 2015, at instransigence and confrontation, or will the normalization tendency prevail as regards Russia, and will the relations with the Ukraine be redefined? However, at the end of 2015, nothing implied that the foreign and security policy-makers intended to transform in any way the policy towards Russia and the Ukraine to date. It does not mean that changes will not be implemented in the years to come. It will be closely connected with the impact of the Ukrainian conflict on the modification of the policy of Germany and the entire European Union as well as the policy of the United States on the post-Soviet area. The crisis and conflict in eastern Ukraine strenghtened the legitimacy of argumentation that the main player in the post-Soviet area is Russia. None of the serious problems in this area can be resolved without the participation of Russia, and all the more, against Russia, which obviously, does not mean that the proponents of this stance overrate the capabilities of Russia in terms of shaping the closer and farther international environment. On this account, Polish policy will be hardly effective if at least some of Russia's interests in the post-Soviet area, especially in Eastern Europe, are taken into consideration, as was proven to date. Bearing in mind long-term consquences, the strategic conceptions of the Polish policy towards the East, should opt for the closest possible ties of Russia with political and economic structures of the EU and Euro-Atlantic structures (Europeization of Russia). This, in turn, should result in the evolution of the economic-political system of Russia into liberal democracy. The Ukrainian crisis and conflict classified the effectiveness of the Polish conception aimed at occidentalizing the Ukraine, Belarus and Moldova without simultaneously occidentalizing Russia. As was indicated by the proponents of this conception, its implementation assumed an inevitable cost such as a political conflict with Russia. The crisis and conflict in the Ukraine between 2014 and 2015 should be a good reason to change this stance. The biggest price for its implementation was paid by the Ukraininas themselves. Therefore, in the context of these experiences, Poland should suport not in opposition to Russia, but together with Russia, which does not imply that this process has to be fully synchronized. The direction of actions in this matter is of key importance. Despite the many contentious issues in Polish-Russian relations and different historical memory of Poles and Russians, in the long-term interests of Poland's security, lies implementing a cooperative and integrating, not a confrontational conception. For the normalization of Polish-Russian relations, it is essential that the successive governemnets of Poland and Russia should have a political will to a less confrontational approach towards disputable issues and resolve emerging problems in a compromising way, which is one of the "scarcest commodities" in the Polish-Russian relations. A compromise should not be treated as a failure, as is often believed, also by the Poles. It also requires changes in mutual perception. A true normalization of mutual relations between Poland and Russia will not be possible if the majority of political elites, media and society in both countries will see the other not even as a difficult partner of rival, but an enemy. The divergence of interests does not have to lead to hostility. The governing groups in Poland and Russia face a challenge in improving Polish-Russian relations. They can either attempt to broaden the area of common interests or to highlight the discrepancies and divergence of interests, and thus strenghten social attitudes prone to either cooperation or confrontation.
FEBRUARY, J900 ■ Gettysbur Mercury CONTENTS. Puzzles and their Value in Men-tal Training, 261 How Obtain Equilibrium be-tween Production and Con-sumption, 265 Scene in the Forest, Orlando Soliloquizing, 271 Education more than a Means of Gaining a Livelihood, 272 A Comparative Study in Ruskin, 274 Editorials 278 Economic Results of Gambling, 279 Results of the Art of Healing,. 282 Public Control of Industries 285 The Power of Ignorance; 292 KAVOR THOSE WHO FAVOR US. For Fine. Printing go to p o ,,0 CARLISLE ST. GETTYSBURG, PA. C. B. Kitzmiller Dealer in Hats, Caps, Boots and . Douglas Shoes GETTYSBURG, PA. J. H. Myers Fashionable Tailor, Clothier and Gents' Furnisher. The best place in town to taaveyourCloth-ing made to order. All workmanship and Trimmings guaranteed. No charge for re-pairs and pressing for one year. Dyeing and Repairing a specialty. Ready-made Clothing the largest stock in town. Up-to-date styles. 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Students, Professors and Alumni are cordially invited to contribute. All subscriptions and business matter should be addressed to the Business Manager. Articles for publication should be addressed to the Editor. Address THE GETTYSBURG MERCURY, GETTYSBURG, PA. PUZZLES AND THEIR VALUE IN MENTAL TRAINING. [GIES PRIZE ESSAY, FIRST PRIZE.] OF all the powers of the human soul, the imagination is one of the most universal in its application and pleasing in its products, the earliest activity of the infant mind, and the last to cling to old age. Without the exercise of this faculty, the world would be a barren waste of material facts, in which would dwell the human race, passive recipients of objective im-pressions, without the power to revel in the beauties of imaged thought and conception of the Divine. Poetry, philosophy, art, science, invention, religion—all would be lost to mankind. L,ittle wonder, then, that the products of the imagination have ever been present and cultivated among men. The word "puzzle" has been variously defined, and the objects of thought and action to which it may be applied are widely different. But a common ground may be assumed—a puzzle is an invented contrivance, either intellectual or material, mtmllM - 262 THE GETTYSBURG MERCURY. whose solution requires time and ingenuity. It will be seen that the puzzle is pre-eminently the product ot the inventive imagina-tion and in turn its highest application is in the exercise of that power for its solution. Intellectual puzzles are in many senses the most important and also most ancient, being generally cast in the form of riddles. From the earliest times of history we can find evidence of the existence of puzzles, either as a form of intellectual amusement or didactic discipline. Among the Eastern nations obscure forms of expression were the inevitable associates of their symbolical modes of thought. It is certain that such methods of statement were in use among the Egyptians, while several books of riddles exist in old Arabic and Persian. One of the most well-known of puzzles is the riddle which Samson propounded to the Philistines, and many other examples are found in the Bible. The proverbs of Solomon are at times excellent types of the didactic form of the riddle. The parables of the Savior were skillful methods of teaching important truths veiled under an interesting narrative which drew the attention of the crowd, and would be very accept-able to an Eastern mind. In Greece the riddle was a favorite mode of intellectual enter-tainment at symposia. To the active mind of the Greek nothing was more pleasing than a well-directed turn of expression which would give room for play of the imagination. There is abundant evidence of this among their writers. Some of their poets even did not hesitate to write whole books of riddles, and Kleobulus, one of the seven wise men, was especially noted for his composi-tions along this line. The famous riddle of the Sphinx as told in the Oedipus Tyrannus, is probably the best known puzzle of Greek literature, though the most interesting form was a part of their very religious life and character—the oracles of the inspired priests, on which hung sometimes the fate of nations, even of the world. The raveling of such obscurities of expression was a source of the keenest pleasure to the Greek mind, and, while a product of the imagination, was an efficient agent in bringing it to that perfection shown in attic literature, thought and philosophy. The Roman mind, more earnest and grave, found small pleas-ure in these modes of intellectual activity, and very little is known of their use of puzzles until the later republic and empire, when they were introduced with the passion for everything Greek, and ■■■■HH THE GETTYSBURG MERCURY. 263 professional riddle-makers soon began to take a prominent part in their entertainments and banquets. During the middle ages puzzles were cultivated more as a pleasant means of entertainment than for any other purpose, and until recently the same idea has clung to them. Many manu-script and printed editions of collections of puzzles, riddles and conundrums are in existence. Much of their content consists of coarse jests, but there are some real gems of wit and valuable aids to a true estimate of mediaeval life. The Reformation put a stop to this merry jesting for a time, but it soon crept into favor again, and during the eighteenth century the most brilliant minds of Europe were engaged in the intellectual pastime. At the present day puzzles are still in great favor with both young and old, and their educational worth is becoming more and more realized. As a mental training the value of the puzzle lies chiefly in its power of cultivating quickness and strength of the constructive imagination. An obscurity of expression or mechanical con-struction may require time to solve its intricacies, but the mind is certainly the better for having mastered it. All the faculties of memory and imagination are brought into play, and side by side comes development of the reasoning power as we attempt to deduce from our problem its elements, or to arrive by induction at the result of certain assumed forces. These are the things which made the riddle so attractive to the Greek, with his quick imagination and active reasoning power. When we solve a dif-ficult puzzle, we in fact repeat the very processes by which as children we began to learn, for then everything was a puzzle; and in doing so we strengthen the faculties of the mind which are most essential, and besides strength impart to them a facility and quickness of action, which is in itself most valuable. The subject-matter of the puzzle may be another source of con-siderable benefit. The didactic riddles of the East have already been mentioned as examples of what may be taught in this way. A truth given an obscure expression which requires mental effort to unravel will be impressed upon the mind when it has been gained. A mechanical construction whose every portion has been carefully studied with a view to its possible part in the function of the whole, will not soon be forgotten. In this fact alone may be grounded a strong argument in favor of the puzzle's part in mental training. 264 THE GETTYSBURG MERCURY. Puzzles are beginning to play a more and more important part in the education of the child. Almost the first book placed in its hands, "Mother Goose," is full of simple riddles. Froebel's kindergarten method, so generally acknowledged now-a-days, em-bodies the puzzle idea to a great extent, developing as it does the powers of observation, invention and reasoning. As the child passes into school, puzzles of graded difficulty are used for several years, and his toys always include a number of puzzles and games, many of which contain subject-matter of educational value. Many firms now publish educational games, whose benefit to the child will be revealed by even a superficial examination. The use of puzzles may be carried too far, however; for they may be made an end in themselves. Men may become so infatu-ated with the delicacy of reasoning and exhilaration of discovery as to lose sight entirely of the practical use of the mind. So did the School-men of the middle ages, who waged long controversies on trivial and absurd questions merely for sake of the argument. Neither should puzzles take the place of more legitimate means of education, for it must be kept in mind that they are for the more developed merely an intellectual pastime which will benefit instead of harm ; and for the child a means of starting its mind upon the path which it must shortly travel with the more able guides of language, art and science. Puzzles seem to be trivial things, and are so in a certain sense. But they present wonderful capabilities to the student of Psy-chology and the teacher of the child's mind. Used within proper bounds, as a means and not an end, they may become, in devel-opment of strength and facility of the imagination and the reas-oning power, and in didactic force, a powerful factor in mental training. —L. A. W., '00. Hold fast to the Bible as the sheet anchor of your liberties; write its precepts in your hearts, and practice them in your lives. —U. S. Grant. A broken reputashun is like a broken vase—it may be mend-ed, but alwuss shows whare the brak waz.—Josh Billings. THE GETTYSBURG MERCURY. 265 MOW OBTAIN EQUILIBRIUM BETWEEN PRODUCTION AND CONSUMPTION. AS a matter of course, the first thing to consider in searching for a remedy for any evil, whether in economics or else-where, is to seek to find the causes of that evil, and to discover a means of removing these causes. Whether the means proposed be beneficial in other respects or advisable upon other grounds we do not need to inquire in this paper. All that is necessary is to find some measure which gives fair promise of bettering matters in this one department of economic life which we have under consideration, namely, of establishing a more stable and more nearly correct relation between the producer and consumer. Briefly and roughly stated, it seems to us that the whole difficulty arises from the fact that the producer is not able to foretell how much of a demand there will be for his goods and incidental to this, how many of those who create the demand will be able to pay within a reasonable time, provided he is willing to sell on credit. As to the second point, demand un-doubtedly is defined to be how much certain persons are ready to take at a certain price. But we must remember that an enormous part of economic operations are conducted on a credit basis and we cannot overlook this as it exercises such a potent influence in increasing or lowering the demand or supply at any time. For if a man believes the credit of his purchasers is good, he will be willing to sell a greater quantity of goods on credit and at a lower price than if he is doubtful as to their credit, and so we might illustrate further. This second point then is incidental to the first, but it is so important in the view we take of the matter that we mention it at once in connection with what we regard the leading difficulty, namely, the producer's ignorance of the con-sumer's future demand for his goods. For he must anticipate the future. It is possible in so few industries to carry on production by filling orders already filed, that we may almost neglect them. And where there are such, the difficulties which we find elsewhere between producer and consumer do not exist, since they work on a solid basis with regard to the future, and are not compelled to base their output upon a supposed state of the market. In other words, they know 266 THE GETTYSBURG MERCURY. what the market will be and this is the element which is ordinar-ily lacking and which is the cause, as we believe, of the mis-understandings. Now it becomes important to try to answer the question "Why are these producers in ignorance of the future demand for their goods ?" Necessarily an important factor, in all economic life, is the large mass of natural products which are so dependent on the forces of nature, and as it is impossible to control the workings of these to any appreciable extent, the period between the planting for the future and the realization of it, between "seedtime and harvest," must always be one of doubt. It is apparently impossible to control the amount of production in this sphere, and, so far as this operates as an agent in causing misunderstandings between the producer and consumer, we do not attempt to suggest a remedy. As long as it is impossible for a man to know that he can meet a certain demand, even though he is sure that demand will exist, and that impossibility depends on the fact that the agents which cause the uncertainty are beyond human control, the cure seems also to be without the bounds of human power. From this class of cases where there is an impossibility for the producer to tell what supply he can put upon the market, we pass, by almost imperceptible gradations, to cases where the producer needs only know the demand and he can meet it with an ample supply. No doubt there are natural products which lie on the line between these extremes, as, for example, the output of mines which can be regulated to a fair extent, and there are products, not strictly natural, which are very uncertain as to the possible supply, but as a rule the further removed the product is from the soil, the more completely is the extent of its production within the control of man. It is to this class of products that we wish to direct particular attention. Assuming then that the demand could be met if it could be known, we come again to the question "Why cannot the demand be known ?" The producer can find from his table ofstatistics how many producers there are in the same business with him, how large an amount of their products has been sold during the year previous to that one, and the year previous and soon back, and then, by dividing his capital into the total capital invested in the business, he can find how much of that output should belong --. Sira :-:.'; . THE GETTYSBURG MERCURY. 267 to him. A simple problem, no doubt, but with no correctness in its application, and why not ? Simply because no one of his fellow producers, nor himself either, will be satisfied with the amount as he would thus work it out, but partly through natural aggressive-ness, partly though a desire to protect himself against aggressive-ness on the part of his competitors, he will seek to produce and to sell a little more than his share. He will devise new means by which he can bring his goods a little more in favor with the pub-lic than his rivals. He will reduce his prices, allowing himself a narrower margin of profits, hoping to make himself even by larger sales. No doubt in this way he will sell more goods than his slower going neighbor and will get some of the trade which would otherwise have gone to him. His neighbor's trade falls off and he finds that he provided for more trade than he is getting and is burdened with an unsalable stock. This is so much idle capi-tal and makes him so much less able to carry on a successful business. This single illustration, on a small scale, though it is, shows the inherent tendency of competition to make uncertain what share of a given demand will fall to a producer's lot. The same amount of goods may be sold, as he had anticipated, but he has not sold his share, for some one has succeeded in selling it ahead of him. We believe, therefore, that competition is the main reason. why the producer cannot foretell what the demand for his goods will be, and as it is this inability to foretell which leads to the mis-understandings between producer and consumer, the natural conclusion is that we should remove competition. We wish to make mention again that we do not argue that this is necessarily a beneficial or advisable means generally. ■ All we are concerned with is the question whether it will tend to remove the misunderstandings we have been speaking of. Of course it is not far to seek a means of accomplishing this. The means have been thrust upon us rather generously during the past few years. The tendency toward industrial combination, seeming to be the logical outgrowth of competition, appears, like Zeus, to threaten the reign of its progenitor. No doubt, it ap-pears startling to those economists who have been accustomed to regard competition with a kind of solemn awe, as containing a remedy for "all the heartaches and the thousand natural shocks 268 THE GETTYSBURG MERCURY. that flesh is heir to ;" but perhaps its partial disappearance may be attended by some results not altogether detrimental. The trust can estimate the demand which it will be called upon to meet. The total demand for a given article during any given period, does not vary through so large a range as to render this estimate one of great uncertainty. No doubt seasons of unusual depression or excitement may render calculations imperfect, but, all in all, the total output which the consumer stands ready to dispose of, is a matter of far higher certainty than the numerous possibilities existing when the producers are multiplied. By the immense amount of capital invested, the trust is better able to adapt itself to an unusual season of excitement or depres-sion. For example, the American Sugar Refining Company a few years ago built a new refinery furnished with the newest techni-cal improvements, to serve only as a safeguard in the case of a suddenly increased demand, or of stoppage in other factories. President Hadley in an article on Trusts, says, " A consoli-dated company has advantages in its power of adapting the amount of production to the needs of consumption. Where several con-cerns with large plants are competing and no one knows exactly what the others are doing, we are apt to have an alternation between years of over-production and years of scarcity, an alter-nation no less unfortunate for the public than for the parties im-mediatety concerned. A wisely managed combination can do much to avoid this. By making its production more even, it can give a constant supply of goods to the consumers and a constant opportunity of work to the laborers; and the resulting steadiness of prices is so great an advantage to all concerned that the public can well afford to pay a very considerable profit to those whose organizing power has rendered such useful service. Morever, the consolidation of all competing concerns avoids many unnecessary expenses of distribution. Under the old sys-tem, these expenses are very great. The multiplication of selling agencies involves much waste. Competitive advertisement is often an unnecessary and unprofitable use of money. Delivery of goods from independent producers, whether by wagon or by rail-road, often costs more than the better organized shipmeuts of a single large concern. All of these evils can be avoided by con-solidation." The same writer compares the trusts with an army, and the THE GETTYSBURG MERCURY. 269 comparison is apt for more purposes than one. The effectiveness with which a thoroughly organized and wealthy trust can meet an unexpected crisis, as compared with a large number of disorgan-ized and quarrelsome companies or individuals,is well paralleled by the difference between the manner in which a thoroughly equipped and organized army will overcome a sudden and severe attack, where a host of stragglers would have been cut to pieces. The very organization constitutes an element of tremendous strength. It must be concluded, we think, then, that trusts, would, or rather do furnish a means by which the future demand for the goods of the producer may be rendered more certain and hence they tend to remove the misunderstandings between the producer and the consumer. And now, how would such a remedy apply when we consider the matter of selling on credit. The man who sells, necessarily is not satisfied merely because he can tell how many goods his cus-tomer will buy. He wants to know how many he can and will pay for. Here in addition to the fact that their superior mastery of all the details of their business renders them more capable of judging of the credit of their purchasers, we seem to find another and very important fact. When competition exists, the producer is all the time seeking to hold out more inducement than his com-petitor. One of the common forms these inducements take is a sale on credit, and then competition arises as to extending the time of credit. Now, when the backbone of competition is broken, the trust no longer needs to use such means to secure purchasers. It stands in a position to dictate, to a great degree, its own terms, and can provide much more fully against dangerous credit than can be done where competition has full play. It is worth while, too, to mention the indirect effects flowing from those above mentioned. As the future is more closely anti-cipated, and as the sales made are more fully realized on than formerly, the financial embarrassments of various producers, under the old regime become a gradually disappearing quantity in the disturbing influences on trade. Of course the increased danger from the possibility of the trust must be omitted, but we believe it is overbalanced by the failures due to competition. When we entered upon the analysis of the causes which ren-dered demand uncertain, we supposed for the time being that the 'JO THE GETTYSBURG MERCURY. demand, if known, could be met. We now return to that point to inquire briefly how the trust would effect that side of the ques-tion, though we have already incidentally touched upon it. Necessarily, one thing which renders uncertain the ability of the producer to meet a given demand is the possibility of dissatis-faction among his employees, leading to a strike. The same argument applies here as applies to selling on credit. The employee is, to a certain extent, able to make more at the kind of work he is engaged in than at any other, for the simple reason that he knows more about it. Now when there are a number of producers in the same business he knows, if he leaves one, he can probably find work with another, while, where there is but one employer, he loses this advantage. But writers on Trusts and Industrial Combinations in the United States agree that the information given by the working-men, themselves, seems to prove that generally a reduction of hours for labor, seldom a reduction of wages and occasionally, an increase, have taken place, especially where the workingmen were well organized themselves. "It is pretty clear that the laborers in centralized undertakings have not been worse off than in decentralized ones." So that it appears that there is less likeli-hood of a strike under such organization than under the decen-tralized form, so that less opposition to the free course of produc-tion would be met with here. And again the indirect results would be beneficial. For, as the demand becomes more certain, and there is less waste from imperfect attempts to meet it, more and more the production of the trust becomes near to a uniform standard and thus tends to give the workmen steady employment at regular wages, which is a strong barrier against a strike on their part. From the direct and indirect results, therefore, of the consoli-dated form of production, we are led to believe that it presents a means of establishing a far better understanding between the pro-ducer and consumer. That in some minor details the result might be otherwise we do not deny, but looking at it in its broad out-lines and confining our attention carefully to theparticularsubject we have under discussion, we conclude that trusts furnish a method for removing much of the friction between the producer and the consumer. 'oo. ItttfSM&B&iSaSB THE GETTYSBURG MERCURY. 271 SCENE IN THE FOREST, ORLANDO SOLILOQUIZING. IS it so that in this guise she sought me? My heart is sick within me. I'll take me back to a wilder region in the forest and there the remainder of my days I'll spend in mourn-ing for my lost love. Aye, virtue is modesty and modesty is a virtue and in that is she lacking. Seek her ? Speak with her ? But strike me dead if I may speak one word with her, I'll write it, fold it, give it to her and fly. 'Twill be a testimony of my love that was, that is no more. She merits now nothing but my scorn. If I had wit, I'd make her blush for very shame, if shame there be in her. But my last breath is drawn. Oh how I loved her to distraction ! I ought to go, but how to move? What is this feeling within me that holds me back ? Is it because the road is long and I am tired. No, 'tis an accursed lingering of that love that once so filled me that I knew naught else. Will it never be in my power to shake it off? 'Twassent from Heaven and not from earth; 'twas given by God and not by man. And yet I'll rid me of it. Can one so unworthy hold my affections thus ? I have a dim vague unrest, can it be removed ? I hear a rustle in the autumn leaves. Ay, here she comes, do I love her yet ? I know not how strong my passion is. I faint from fear. I see her so plain, yet must seem to see her not. She speaks— Enter Ros. and Alia. Ros. (Dressed as a woman.) I am much distressed and faint for succor, must I fall with my true love standing near me and aiding me not ? Alia. Perhaps he sees us not. Shall I go touch him on the arm ? Ros. Yes, ask him if he loves me still. Tell him if when I need it his love fails me it is not love. ' Alia. (Goes up and touches him.) Rosalind has come to seek her lover. Do you not. see her ? She is in need of your aid ? What ails you ? Your eyes look wild and you seem to know me not. Orl. If any of pity exists in your heart for me leave me alone. Alas, I know not what I say; I want you to leave me and yet I fain would have you stay. Ros. (Coming up.) Pray pardon me for calling you my lover, you received it with such melancholy dignity, methinks 272 THE GETTYSBURG MERCURY. you do not half appreciate the honor placed upon you. Can I relieve you of the burden of the title? But why do you look at me thus ? Have I done aught against you ? Orl. I show no bravery by standing before you thus. I would that I could die before your very eyes to let you know what havoc you have wrought. But I leave you now this very minute to go far into the forest, perchance to take of my abode with a shepherd and thus spend my remaining days. I leave yet I stay. I cannot stir an inch, (aside.) Sweet Rosalind, has turned my head, Howl love her! Despite her faults, despite her lack of modesty.' Why came you to me thus? Tell me wished you again with your wiles to torment my morbid feelings. Ah, Rosalind, I still shall call you mine. Ros. Orlando, why did you think so ill of me ? Could you not see in my glowing eyes the story of my love. I would rather have had you woo me but bashful man makes maidens bold and love will find a way. We were parted but I could not abide far from thee. Wherever fate led I followed swayed by love alone. And as the days grow brighter and our hearts grow lighter we shall sing for joy, yes, joy without alloy. EDUCATION MORE THAN A MEANS OP GAINING A LIVELIHOOD. THAT education is a means of gaining a livelihood is a fact that needs no proof. Almost every day we are brought into contact with those who are gaining a comfortable liveli-hood by means of their education. In our day there are many others who are striving to get possession of the same means for no other purpose than that of making a living. It is to be regretted, however, that too many look at education as if it were a mere instrument for easily securing the things which satisfy their physical wants. Through this motive men have lost sight of the real and lasting value of education. I would not say that it is wrong to consider education as a means of gaining a livelihood, but I think that it is a very grievous error to consider education as having no other use or value. Indeed, education without any other purpose than that of a means of gaining a livelihood would be of little value to beings created as we are. THE GETTYSBURG MERCURY. 273 Herbert Spencer in his work on Education says, "In education the question of questions is how to decide among the conflicting claims of subjects and determine the relative values of knowledge. Every one in contending for the worth of any particular order of information, does so by showing its bearing upon some part of life. All effort, either directly or by implication, must appeal to the ultimate test of what use is it?" In other words, the writer affirms that the essential question for us to ponder is "How to live." Not how to live in the mere material sense only, but in the widest sense. The general problem which comprehends every special prob-lem is the right ruling of conduct in all directions, under all circumstances. In what way to treat the body; in what way to treat the mind; in what way to manage our affairs; in what way to bring up a family; in what way to behave as a citizen; in what way to utilize all those sources of happiness which nature supplies—how to use all our faculties to the greatest advantage of ourselves and others—how to live completely! And this being the great thing needful for us to learn, it is, by conse-quence the great aim of education. The leading kinds of activities which constitutes human life are: (1) Those activities which directly minister to self preserva-tion; (2) Those activities which, by securing the necessaries of life, indirectly administer to self preservation; (3) Those activities which are involved in the maintenance of proper social and political relations; (4) Those miscellaneous activities which make up the leisure part of life, devoted to the gratification of tastes and feelings. Is it not education which prepares the individual for direct and indirect self-preservation, for parent-hood, for citizenship, and for the miscellaneous refinements of life? Of course ideal education is complete preparation in all these divisions. Some one has said that education is to the soul what sculpture is to the marble. As the sculpture brings out of the marble the god-like form, the symmetrical proportion, the life-like attitude of the finished and polished statue, so education brings out of man as an animal man, a rational being, making him a complete creature after his kind. To his frame it gives vigor, activity and beauty; to his senses correctness and acuteness; to his intellect, power and truthfulness; to his heart, virtue. r
Issue 28.6 of the Review for Religious, 1969. ; EDITOR R. F. Smith, S.J. ASSOCIATE EDITORS Everett A. Diederich, S.J. Augustine G. Ellard. S.J. ASSISTANT EDITOR John L. Treloar, S.J. QUESTIONS AND ANSWERS EDITOR Joseph F. Gallen, S.J. Correspondence with the editor, the associate editors, and the assistant editor,.as well as books for review, should be sent to I~VIEW FOR RELIGIOUS; 612 Humboldt Building; 539 North Grand Boulevard; Saint Louis, Missouri 631o3. Questions for answering should be sent to Joseph F. Gallen, S.J.; St. Joseph's Church; 32~ Willings Alley; Philadelphia, Pennsylvania + + + REVIEW FOR RELIGIOUS Edited with ecclesiastical approval by faculty members of the School of Dt, imty of Saint Louis University, the editorial offices being located at 612 Humboldt Building, .539 North Grand Boulevard, Saint Lores, Missouri 63103. Owned by the Missouri Province Edu-cational Institute. 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Manuscripts, editorial cor-respondence, and books for review should be sent to REVIEW FOR RELIGIOUS; 612 Humboldt Building; 539 North Grand Boulevard; Saint Louis, Missouri 63103. Questions for answering should be sent to the address of the Questions and Answers editor. NOVEMBER 1969 VOLUME 28 NUMBER 6 BROTHERS THOMAS MORE, C.F.X:, AND LEO RYAN, C.S.V. Development: A New Challenge to Religious In a majority of the articles written these days in religious journals, the emphasis has been largely on areas which are of great concern for those seeking ways to achieve renewal and adaptation in the religious life. As a result, new and valuable insights have been gained in such areas as government, the evangelical counsels, prayer, community, personal responsibility, the aposto-late, secularization, and formation. There is, however, one significant movement which has yet to be fully treated in journals written for re-ligious. And because this movement could elicit from the religious families in the Church a response corre-sponding to that which characterized the great move-ments in the past, we want to draw the attention of religious to this phenomenon so that it" can become a + growing part of the literature on renewal and adapta- + tion. This movement can best be described as development. Because development is still more or less in its infancy stage, only gradually emerging into a full-blown move-ment in society and in the Church, it is not our in-tention to give here a definition of the term. Instead, we want to describe a number of events and programs which will illustrate not only the potential dynamism of de-velopment but also the implications which it has for religious institutes. On January 6, 1967, Paul VI issued the motu proprio Catholicam Christi Ecclesiam setting up the Pontifical Justice and Peace Commission. The objective of this Commission would be "to arouse the people of God to 869 Thomas More, C.F.X., is superior general of the Xa-verian Brother~; Antonio Bosio 5; 00161 Rome, Italy. Leo Ryan, C.$.V., is general councilor of the Viatorian Fath-ers and Brothers; Via Sierra Nevada 60; 00144 Rome, Italy. VOLUME 2B, 1969 + 4. 4. Brothers More and Ryan REVIEW FOR RELIGIOUS full awareness of its mission at the present time, in order on the one hand, to promote the progress of poor nations and encourage international social justice, and on the other, to help underdeveloped nations to work for their own development." 1 Shortly after establishing this new curial organ, Paul VI issued his famous encyclical, Populorum progressio, which is the charter of the Pontifical Commission and its basic text. The call of the encyclical is to all the Church, which is to be educated, stimulated, and in-spired to action by it. Cardinal Maurice Gilroy of Quebec, president of the Pontifical Commission, and Monsignor Joseph Gremil-lion, its secretary, set about the arduous task of travel-ing throughout the world to create national commis-sions for justice and peace witkin bishops' corr[erences. After this work had been completed, the commission turned to the Union of Superiors General in Rome to solicit its support. Monsignor Joseph Gremillion per-sonally addressed the Union, urging it to establish con-tact with the Commission and to take an active role in the promotion of the aims of development within all the religious families of the Church. in May, 1968, the Union unanimously approved the writers of this article as its official liaison with the Pontifical Commis-sion. Now that the liaison committee has been in existence for one year, it is in a position to discern a number of trends which indicate the response religious institutes will make to development in the immediate future. The remainder of this paper will be devoted to an elabora-tion of these trends and a brief description of the more important programs from which these trends have is-sued. At the present time we see four trends in development which have significant implications for religious insti-tutes. It is very dear now that development has an ecumenical character. Second, because of the nature of development, religious institutes will be looking for- 1Father. Arthur McCormack makes the following clarification: "The name Justice and Peace must be understood in the following way: Justice means social justice within and between nations so that every human being should have conditions of life in keeping with his human dignity, which will enable him to progress towards a fully human development--to the fullness of a more abundant life~ and enable him also to make his contribution to building a new and better world. Peace is to be understood, not in the sense of main-raining peace or working for peace in the political or diplomatic sense, but in the sense of building peace--the new name for peace is development--producing the conditions that are fundamental for peace, a more just, humane, better world in accordance with para. 76 of the Encyclical, Populorum Progressio" ("The Pontifical Com-mission Justice and Peace," World Justice, v. 8 (1967), pp. 435-55). ward to training specialists in planning, sociology, tech-nology, and social justice. Towards this end, some re-ligious institutes are establishing within their general administration a secretariat for development, Third, there is a growing spirit of collaboration within re-ligious institutes, since it is evident that no religious family can tackle the problems with its own resources. Finally, there is a search for a new theology of develop-ment. 1. Ecumenical Character oI Development In the spring of 1968, the Pontifical Commission of Justice and Peace, the Catholic .Rural Life Society, under the direction of Monsignor Luigi Liguitti, SEDOS, FERES, and ISS2 sponsored a two-day seminar on the Church in developing countries at the theologate of the Oblates of Mary, Rome. This seminar was arranged specifically for superiors general and their curias to acquaint them with development. However, interest in the meeting was so great that it turned out to be a cross-section of some of the most important European bodies having a Third World orientation. At the meet-ing were representatives from several Roman Congrega-tions, the German mission-sponsoring agencies Adveniat and Misereor, Caritas Internationalis, Protestant ~6b-servers, sociologists, and a number of developing organi-zations from Italy, France, Germany, Belgium, and Hol-land. The Catholic-Protestant team under the direction of Canon Houtart (FERES) and Professor Egbert de Vries (ISS) gave the audience a report of their three-year Ford-funded study of the Churches' work in the four developing countries of India, Brazil, Indonesia, and the Cameroons, in the areas of education, medicine, and social work.3 But of far greater importance than any of the socio-logical findings of the three-year study of FERES-ISS was the ecumenical character of the study and the seminar. The meeting was tangible evidence of the growing spirit of collaboration between the Catholic Church and the World Council of Churches, especially in an area which was once the most sensitive one in ~SEDOS (Servizio di Documentazione e Studi) is a cooperative documentation and research venture on the part of about thirty superiors general in Rome. FERES (Federation Internationale des Instituts Catholiques de Recherches Socio-religieuses) is the inter-nationally well-known research center in Brussels. ISS (Institute for Social Studies) is the Protestant counterpart of FERES and is lo-cated at The Hague. 8 A report of this seminar has been published by SEDOS under the title, The Church in Developing Countries;.Via dei Verbiti, 1; Rome, Italy. ÷ ÷ Development VOLUME 28, 1969 871 4" 4" Brothers More and Ryan REVIEW FOR RELIGIOUS the past--the developing countries. It is not surprising, then, that one of the most important conclusions ac-cepted by the superiors general was that cooperation between the different denominations be extended. Moving quickly from theory to action, the superiors general of several congregations devoted to medicine shortly after the seminar entered into discussions with the Christian Medical Commission, a semi-auton-omous organism related to the World Council of Churches. As a result of a number of meetings between Mr. J. McGilvray of the Executive Committee of the CMC, Geneva, and these religious congregations, the CMC Executive Committee reached the important con-sensus this past March that five Roman Catholic con-sultants would be appointed to the Commission after nomination by the Secretariat for the Promotion of Christian Unity. These consultants were present at the Commission's general assembly in August of this year. A third example of ecumenical cooperation in de-velopment is of far greater significance, since it was mounted on a larger international stage. In 1967 the World Council of Churches and the Pontifical Commission of Justice and Peace formed the E~ploratory Committee on Society, Development and Peace (SODEPAX) as an experimental instrument for ecumenical collaboration. Father George H. Dunne, S.J., formerly of Georgetown University, was appointed by Dr. Eugene Carson Blake and Cardinal Maurice Roy as joint secretary of this committee. SODEPAX held a conference in April, 1968 on world cooperation for development in Beirut, Lebanon, to which it invited sixty specialists from all over the world. The participants were Protestants, Orthodox, Catholics, observer-consultants from intergovernmen-tal bodies, and two participants from the Muslim com-munity of Lebanon.4 The conference was the first attempt on the part of the World Council of Churches and the Roman Catholic Church to jointly study and plan the involve-ment of the Christian bodies for the betterment of society. It is a concrete example of the way churches will unite their moral forces towards achieving human dig-nity and world peace. One of the conclusions of the meeting states this objective in terms which make an appeal to all religious: This Report has suggested many ways in which the Churches, acting together, can foster development programs both in ¯ A report of this conference has been published under the title, World Development, the Challenge to the Churches; Publications Department; The Ecumenical Center; 150 Route de Ferney; Geneva, Switzerland. the advanced and developing countries. Joint action for de-velopment will serve basic Christian aims. To work for devel-opment is to express in particular measures the aspiration for brotherhood and human dignity for every individual. And it can also be a significant contribution toward a more orderly and peaceful world. Development can gradually reduce the gross imbalances which promote instability; working together can encourage a wider sense of community among mankind; and the strengthening of international agencies will create structures for common effort and order. These three examples of ecumenical collaboration in the field of development are growing evidences of the need for all religious institutes to work together with other Christian bodies to concert their actions for play-ing their part in the long task of building a more stable international order of well-being and peace for the whole human family. This ecumenical spirit should be built into the thinking and planning of general and provincial chapters, constitutions, formation programs, and the apostolic work of religious families. It should also be the concern of national conferences of re-ligious institutes. The work is of too vast proportions to be left to the interest of those few religious who have up until now been involved in development. 2. Specialists and International Vocation The second trend in development in religious com-munities is the deployment of personnel to act as specialists in the Third World, along with the estab-lishment within general curias of a secretariat for de-velopment. Shortly after the seminar on the Church in develop-ing countries, Misereor approached the superiors general with an offer to provide funds for the training of some specialists who would assist bishops' conferences in de-veloping countries in setting up offices of trained experts in planning. The offer came as a result of the dis-cussions at the seminar concerning the lack of the skills of planning for the proper deployment of dwin-dling personnel, the retooling of personnel for meeting the new needs of the day, and the necessity for co-operating with governments in national planning. The time had come, it was agreed, for religious com-munities to become deeply involved in this modern approach and to train experts who would have com-petency as well as apostolic zeal. After many months of discussions with the superiors general, Misereor agreed early this year to provide funds for the training of highly qualified development experts for the countries of Indonesia, East Africa, and the Congo. Other countries would be added as the pool of experts becomes larger. As the agreement was finally 4, 4, Development VOLUME 28, 1969 873 Brothers More ¯ and Ryan REVIEW FOR ~ELIGIOUS worked out, the funds are in the form of a scholarship for 'the trairiing of experts in the fields of social ac-tion, science, communication, cooperatives, trade unions, medicine, agriculture, and technology. These experts would be seconded to central advisory and coordinat-ing bodies in the selected countries and would devote themselves specifically to the analysis of the problems, the planning of a strategy, and the coordination of pro-grams with national planning. This new type of service would be rendered by the religious ~ommunities only at the invitation of interested bishops' conferences of one of the three countries. This proposal clearly indicates that as the religious communities become more involved in social action, they will need more experts in this field. It also be-comes increasingly clear that religious congregations will now turn their efforts towards promoting and edu-cating a corps of highly qualified men and women who will act not for their individual communities alone but in teams for ihe good o[ society. This task force con-cept of highly competent religious from different in-stitutes could be the most dramatic response of religious congregations to the challenges provided in the Third World. From what we have just said, it is evident that re-ligious will have to respond more promptly and in-telligently to what we would call the apostolate of internationalism. To act as specialists in the Third World, to become globally involved in development, re-llgious will be entering more actively into what Barbara Ward calls our planetary community, a community which. cuts across all the lines and barriers of nations and races. In such a community, religious ought to feel very much at home, especially since the vision of all founders of religious communities extended beyond the hori-zons of a particular country or culture. That spirit which inspired founders to send their men and women to meet the needs of mankind in all parts of the world must now impel their followers to send trained and competent personnel to participate in international bodies which are working to achieve the humaniza-tion' of mankind. This apostolic thrust could be as dramatic and far-reaching as the missionary journey of Francis Xavier to the Indies. There are a number of religious currently engaged in this international apostblate. Those we have met or know of are: Father John Schutte, S.V.D., who was recently appointed by Pope Paul as assistant to Mon-signor Joseph Gremillion, Secretary of the Pontifical Commission of Justice and Peace; Father Arthur Mc- Cormack, M.H.M., special consultant to the same Com-mission; Father Philip Land, S.J., Gregorian University, Rome; Father George H. Dunne, s.J., SODEPAX Joint Secretary, Geneva; Father Thomas F. Stransky, C.S.P., Secretariat for Promotion of Christian Unity; Mother Jane Gates, Superior General of the Medical Missionary Sisters, who is working with the World Council of Churches in the field of medicine; and Father Theodore M. Hesburgh, C.S.C. The first indication we have of a religious institute becoming serious about development and the promo-tion of the international apostolate is the derision of Father Pedro Arrupe, superior general of the Jesuits, to establish a secretariat for development within the curia of his general administration. Father Francis Ivern has been appointed by Father Arrupe to head this secretariat. Similar offices could be set up in many of the larger congregations of men and women. In the case of smaller units, it is quite possible that interested and competent religious could be, as a matter of policy, trained to take their place in general curias. Others could be as-signed to work on task forces, national bishops' con-ferences, international or national research centers, na-tional conferences of religious, and the pontifical or the national conferences of justice and peace. 3. Spirit of Collaboration It is quite evident from what has been said above that there is growing within religious congregations and institutes a greater spirit of collaboration to make the response called for by Populorum progressio and the objectives of the Pontifical Commission of Justice and Peace. Since the work of development is of such gigantic proportions, no one rellgious institute can unilaterally plan its involvement in it. No one individual religious, or even a cadre of them, can shoulder the heavy re-sponsibility of this new apostolate. It must be the work of all religious, or the efforts for the humanization of mankind will be considerably weakened. One model of collaboration already exists in Rome. It is an organization to which we have already re-ferred many times, namely, SEDOS. This voluntary organization of a number of superiors general, formed only six years ago on the initiative of a few missionary congregations, has in a short time given proof of the results that can flow ~om the spirit of collaboration. Within a span of just one year, for imtance, SEDOS has held a seminar on development, a symposium on the theology of development and mission, and a con-÷ ÷ ÷ Developme~ VOLUME 28, 1969 875 Brotmheurl s. RM~oarne REVIEW FOR.RELIGIOUS terence on intermediate technology. As noted already, it has worked out an agreement with Misereor to finance the education of a number of specialists for developing countries. It is also actively engaged in es-tablishing guidelines for a mutual exchange of ideas between the World Council of Churches and medical missionary congregations in the field of medicine. SEDOS is unique in a number of ways. Its member-ship consists of both men and women religious. Its ex-ecutive secretary is Father Benjamin Tonna, a secular priest from Malta, who is a professional sociologist. The director is Miss Joan Overboss, a multilingual expert from Holland. But its uniqueness lies principally in its spirit of co-operation among the superiors general in facing the new problems evolving from the Third World. Since there was no structure among religious institutes or in any Roman curial congregation to help religious fami-lies prepare themselves for their involvement in the work of development, superiors general united their forces to establish a documentation and research center which would enable them to convert from a family business to a modern and efficient concern. Thus, for the first time in the Church's history, religious congre-gations have banded together at the highest level to make their contribution in an area in which the Church in recent years has focused its principal at-tention. This same spirit of collaboration is evident in such countries as the Congo and Indonesia, where religious are working together with bishops' conferences in es-tablishing planning secretariats. Quite recently we read an appeal by the East African conference of religious to its membership to turn itself to the question of de-velopment and to form a task force that would assist the bishops' conferences in establishing a secretariat for development. If religious congregations are to involve themselves in this apostolate, this spirit of cooperation must con-tinue to grow. Many religious want to see their in-stitutes take decisive measures to execute the social objectives of Populorum progressio and to work actively to achieve the goals of the Pontifical Commission of Justice and Peace. The younger generation of religious also want to become actively engaged in working to create conditions within and between nations that are in keeping with the human dignity of man. But they need some concrete programs to give them direction. As a step towards establishing some programs, con-ferences of religious and individual institutes could give attention to the following suggestions made by the Pontifical Commission of Justice and Peace at the end of its first plenary meeting of March, 1967: 1. That Bishops' Conferences, teaching orders and all those concerned with education should be encouraged to include the teaching of international social justice in the curricula of schools, seminaries, universities and all institutions of learn-ing. 2. That retreats, sermons and specifically religious instruc-tion should emphasize the discussion of world justice, ~. That such curricula should be, where possible and suit-able, worked out on an ecumenical basis. 4. That competent study groups, again when suitable on an ecumenical basis, should continue the work of elaborating a doctrine of world-wide development and justice. 5. That lay groups of all kinds be invited to include world justice in their programs of adult education and, when com-petent to do so, assist the Commission in suggesting programs for the mass media. 4. A New Theology ot Development A concern very often expressed at the seminar on de-velopment alluded to above was that what was needed was an honest exchange of views on the theological foundation of development. In fact, one of the prin-cipal resolutions of the seminar asked the Congregation for Evangelization to put the theology of development on its agenda for its next meeting and for eventual presentation to the Holy Father as agenda for the next Synod of Bishops. Another resolution requested a sym-p. osium on mission and development. These two actions reveal that a theology of develop-ment has become a matter of urgency for religious. So long as the effort of missionaries was expended 'within the limits of a parish or a diocese, no special problem presented itself. But today the organization of develop-ment has become a much more complex affair; it has assumed the dimensions of whole nations, of entire continents, of the planetary community itself. While such a task calls for specialists, the ordinary missionaries run the danger of no longer seeing and understanding the role they are called on to play in the task of de-velopment. They stand, then, in perplexity when faced with the contradictory opinions of theologians. If some theolo-gians insist on the irreplaceable character of the proc-lamation of God's word and of the sacramental ministry, missionaries taken up with the tasks of development be-cause of the demands of the situations in which they find themselves and the concrete needs they daily encounter are troubled by an uneasy conscience. If other theologians stress the primary role of development, then those mis-sionaries whose tasks are those which belong to the more + + + Developmem VOLUME 28, Z969 8?7 traditional patterns of the apostolate begin to question the value of what they are doing. It was in response to this perplexity that the superiors general of SEDOS held a mission theology symposium in Rome this past April. Theologians from Europe and other parts of the world were invited to tackle this prob-lem first among themselves, and second in open discus-sions with the generals and their staffs.~ This symposium's importance lies in the fact that it has brought before religious congregations the theologi-cal dimensions of development, while adding to the growing literature on tlfis subject. This hard confronta-tion with the realities of development is a hopeful sign of growth within the Church and religious institutes. And instead of standing before the reality with perplex-ity and bewilderment, religious institutes, with their sense of global dedication, ought to be in the vanguard of working out a new theology of development. This mission theology symposium should set the pace for all religious families of the church. It has been our intention in this paper to draw the attention of religious to the phenomenon of develop-ment so that it can become a growing part of the litera-ture on renewal and adaptation. As a contribution to this literature on renewal, we have pointed out four major trends we have noted over the past year in the field of development as they affect religious institutes. The contribution religious can make to development, we are convinced, is enormous. The single attempts being made here and there must spring into a massive effort that will engage religious in a venture that has taken the center stage of the Church. If development is the new word for peace, it is a new challenge to religious. ~ Preparations are being made for the publication of the pro-ceedings of this symposium in various languages. The English edi-tion will be published by Maryknoll Publications. Brothers More and R~an REVIEW FOR RELIGIOUS JAMES A. CLARK Placing U. S. Personnel in Latin America Once a bishop or provincial decides to give manpower assistance to Latin America, he quickly discovers the dif-ficulties of attempting to find the wisest way to assign priests, brothers, or nuns to projects in Latin America. Since few authorities can agree on proper priorities for such placements, a superior is wise to recognize im-mediately that optimum, effective assignment of per-sonnel throughout Latin America represents an unat-tainable goal. In the past, assignment of American religious in the southern half of the hemisphere resulted from acciden-tal factors. The high ratio of Americans in Peru derived from the efforts of a zealous nuncio who welcomed them warmly. The large numbers of Americans in Guatemala result from a statistic that indicated that Guatemala had the worst proportion of priests to peo.ple of any Latin American country. Bewildered superiors anxious to respond to appeals of the Vatican to send missionaries to Latin America seized on this fact as a reason to send their subjects to Guatemala. Localized concentrations of Americans usually can be traced to a friendship begun at the Vatican Council between North and Latin Ameri-can Church leaders or through the bonds of a religious community existing in both halves of the hemisphere. The complexity of properly placing people in Latin America appears as a new problem because previously the allocating of workers to missionary lands did not require any accommodation with a structured Church in the foreign situation as is the case now in Latin America. One locale appeared as needy and worthwhile as another for apostolic laborers. The presence of a viable and strong Church in Latin America demands :extreme delicacy in interposing foreigners to serve that Church. Yet the need is so general and widespread in Latin America that from a spiritual point of view it has be- 4- ÷ James A. Clark is a staff member of the apostolic delegation at The Manor House in Rockcliffe Park; Oto tawa 2, Canada. VOLUME 28, 1969 879 come impossible for even the indigenous Church to ar-rive at a generally satisfactory set of realistic and valid preferences. Priorities which have aided in the distribution of financial grants are applicable in part to the appoint-ment of people even. though this latter commodity, people, raises mnch more profound questions since it is so much more precious and scarce in Latin America. This dilemma especially concerns diocesan priests be-cause the international 'religious communities already have a functioning system for distribution of their mem-bers. This arrangement, made under the auspices of the Holy See, has served for generations and enables provincials to provide staff for missionary areas without an agonizing analysis in each case. Those communities without Latin American branches and bishops entering the field for the first time find the subject distressingly difficult. The. Most Reverend Marcos McGrath, Second Vice- .President of the Bishops' Council for Latin America (GELAM), has encouraged even the religious communi-ties to refuse to cling to traditional apostolates and to become open to new forms of ministry: Priorities of needs in the churches of Latin America can be determined most effectively when undertaken by a national episcopal conference. Deciding who comes first is a difficult exercise in the spirit of collegiality because each bishop would like to see his diocese at the top of the list. But it is a necessary exercise and is of great assistance to those from abroad who want to know what the bishops as a whole think about the needs of their country. A listing of priorities may indeed be prepared, by a special committee named by the local bishops. Such an arrangement has been requested in some instances by various organizations of assistance. CELAM's continental sec-retariat of the Latin American bishops may indicate some gen-eral priorities of needs through its specialized departments. ÷ ÷ REVIEW FOR RELIGIOUS Several complex plans have been proposed to resolve the problem of placement. The secretariat of the U.S. Bishops' Committee for Latin America once devised a coordinating committee of ten expert advisers to counsel bishops on the proper method of allocating personnel for Latin America. However since the ten could not agree among themselves on how to achieve best results the committee never met and the plan died. The secretariat received requests from most of the ecclesiastical jurisdictions in Latin America (more than 600) and circulated these to bishops and superiors of religious houses. However, no attempt to provide criteria for selecting one petition over another ever appeared. Standard policy urged superiors to.visit potential recipi- ¯ ent areas personally, a rather unrealistic suggestion for harried superiors already overstocked with requests for their manpower. Naturally, bishops prefer to retain jurisdiction over their priests. For this reason the concept of a military ordinariate type structure to recruit, train, and appoint personnel in Latin America failed to receive widespread acceptance, since experience .with military chaplains alerted bishops to the fear of losing control of their sub-jects for the major portion of their ministerial lives. Several prominent churchmen, support attempts to permit diocesan priests to serve in a religious community on the missions through a temporary connection with a religious order. Only diocesan priests who have lived for any length of time in the house of a religious society can foresee the difficulties of this plan. In spite of abundant good will on the part of all involved there is no escaping the feeling on the part of the secular priest that he is a "junior" or "non-incorporated" subject, without status and without the possibility of participation in decision making sessions. Likewise, this association causes the priest to lose identity both at home and abroad as a diocesan priest serving temporarily on the missions. The entry of diocesan priests with previous parish ex-perience into missionary areas revealed the value of these men over those who went directly to the missions upon ordination without any experience in a normal parish situation to use as a barometer for their missionary en-deavors. A diocese-to-diocese setup is not workable because one diocese in the States cannot properly provide for train-ing, support, leave time, illness, vacations, and so forth of overseas staff. Yet a method must be found which preserves the interest of the home diocese which usually provides the financial wherewithal enabling the Latin American mission to function. Other proposals include appointing men for a time to a national conference of bishaps in a given country, in-cardinating priests temporarily into a Latin American diocese, or assigning them to the U.S. Bishops' Com-mittee for Latin America, which, in conjunction with the U.S. and Latin American bishops involved, could arrange for training and distribution of priests. Two countries have established national offices to deal with this issue, and bishops assigning men to either Chile or Brazil need only refer to the national offices for ad-vice. Several methods of providing diocesan priests to Latin America have sprung up among the 76 dioceses involved in this effort. 24 dioceses merely permitted priests to go to Latin America. 17 assumed responsibility to support the volunteer priests during their term of Latin Ameri- 4- 4- 4- Latin America can service but they make no provisions for the assign-ment of these priests. 34 accept the task of supporting a parish or several parishes in Latin America. In Boston, Richard Cardinal Cushing founded in 1958 a society to bring these diocesan priests together. Currently this St. James (the Cardinal's middle name) Society counts slightly more than 100 members from 30 dioceses in the U.S. and several European countries. This corps pro-vides pastoral services to a half million people spread across Peru, Ecuador, and Bolivia. It represents the best vehicle currently available for sending diocesan priests to Latin America. A similar organization for pooling nuns going to Latin America received attention at an inter-American meeting of Bishops at Georgetown University in 1959 but has failed to be implemented. In attempting to establish priorities, the national conferences of Bishops in Latin America have proved to be a boon although usually the primatial archbishop in a country tends to see his own needs first and with good reason for he usually presides over the largest metropoli-tan portion of that country. But rural bishops complain about the criteria when they witness most foreign ar-rivals remaining in the capital city. Both CELAM and the Pontifical Commission for Latin America have sought to provide a solution in this sensitive area but without success, as most attempts at coordination cause disputes over the choice of one diocese over another as beneficiary of American clerics. Originally the Pontifical Commission offered the facili-ties of the nunciatures throughout Latin America as clearing houses, but a.fear of Roman control of the en-tire movement impelled both donor and petitioner dioceses to bypass quietly any Commission services. As a former nuncio in Panama, the late Archbishop Paul Bernier commented on this question during his tenure on the Canadian Bishops' Commission for Latin America: lames A. Clark REVIEW FOR'RELIGIOUS I think there is a strong feeling against forming a society of any kind. Most of the bishops, if I understand well, insist on having and keeping an effort of the secular clergy as such with no affiliation, neither to the diocese ad quam nor to any particular religious or semi-religious society but to keep all of them [the priests] incardinated in the diocese a qua. If they don't want to stay there for more than five years, or if for any other reason they cannot remain, they come back to their own diocese just as if they were never out of it. I think that in Canada at least the impression of the bishops would be rather contrary to affiliating or incorporating our diocesan ~nd secular priests to any particular society. Most bishops would be willing, however, to send according to their abilities one or two, five or ten priests, to some form of, not a society, but a responsible organization which in the last analysis would be in the hands of the Episcopal Committee for that. Whoever accepts responsibility for such appointments will have need of some priorities or guidelines since the priestly requirements of Latin America could not be fulfilled if every priest in. the United States went to Latin America. Some principles to follow in this area would include the following points. The i~rst choice to be made is a selection of a category of work for a religious volunteey, that is, shall I send my priest (or brother or sister) to work as a catechist, teacher, parish worker, or what? The departments of CELAM indicate the critical apostolates which normally will have first call on foreign services: education, medi-cine, social service, relief, charity, seminary/vocational work, catechetics, student/university apostolates, and service to laborers. Next the superior must choose a geographical classifi-cation, that is, shall I send him (her) to serve on the con-tinental level with CELAM, or on the regional or na-tional level with the conferences of bishops, or to the diocesan and local level. Foreigners often function best in posts removed from the intimate personal relation-ship of priest-to-parishioner which reqmres sensitive cul-tural perception. Usually their North American organi-zational talents achieve widest impact on a broader scale at the continental, regional, or diocesan levels. Also a decision must be made as to whether to send personnel to the rural or urban locations. Many Mary-knollers in Latin America have regretted the decision made many years ago to spread Society members across the mountain ranges. The impact of an individual is broader in the cities. On the other hand Cardinal Cush-ing says that the revolution in Latin America will be born in the mountains and the Church ought to be there. At one time it was thought preferable to assign North Americans to dioceses with North American bishops at the helm. This principle has been subsequently disre-garded since it leads to a danger of creating a church within a church, one foreign and one native. The monster parishes which have arisen in Latin America as a resuh of abundant American material and personnel aid have become a source of distress for Latin Americans and embarrassment for North Americans. Parish A flooded with American assistance can only re-flect poorly on parish B which is struggling along with local resources only. OccasionaIIy a choice arises between placing people in projects underwritten by private industry or govern-÷ ÷ ÷ Latin America VOLUM~ 28~ 1969 883 4- 4- REVIEW FOR,RELIGIOUS 884 ments, for example, a company hospital or a state nor-mal school. These opportunities sometimes permit the assure, ption of responsibilities which would otherwise be financially prohibitive; on the other hand, alliance with a government or industrial concern can be severely det-rimental to the Church image and impact. .One essential requirement demands that the project given help be integrated into the local church structure. For this reason each local request must be approved by the national conference of bishops to insure that it co-ordinates with the national pastoral plan. From the viewpoint of the candidate to be sent to Latin America, if he or she speaks one of the languages of Latin America or has studied or served in a particular country naturally it is logical to assign the person to that place. All attempts to satisfy reasonable personal preferences will reduce the inevitable cultural shock suffered by v, olunteers. A first principle of sending people into Latin America is that they be sent as members of a team effort and never individually. The ability of the subject offering his services will sometimes be the final determinant of assignment; a seminary professor will not serve best in a slum parish nor will a Trappist normally function well in a mass communications program. Due to the profound social division in Latin America there is a need to predetermine whether personnel are to be placed in projects serving the wealthy or the im-poverished. In the latter case a realistic plan for external financing will normally be required. Projects which provide some hope of eventual self-sufficiency in regard to their staffing needs should be selected rather than those which will require permanent foreign workers. Realistic approaches to provide new solutions to basic religious problems of Latin America deserve special con-sideration. For examples, the novel approach to slum parish work of Father Andres Godin, a Canadian Oblate, in Lima, Peru; or that of American Oblate Edmund Leising who has developed a remarkable program in Brazil for promoting parish self-support through Ameri-can fund raising procedures; or the renowned apostolate of Father Leo Mahon in San Miguelito parish in Pan-ama who has discovered an entirely new process for parish effectiveness. These offer novel and successful approaches to stubborn problems. Similar examples of projects managed by Latin American priests themselves could be cited. Most superiors have the background to recognize that adequate and detailed financial arrangements must be agreed upon in advance by both sides to prevent animos-ity from developing on obscure financial responsibilities. The overall plan an agency presents ought to be ex-amined carefully to learn if it is realistically conceived. Experience in Latin America reveals that ill.constructed, idealistic proposals soon collapse. Those of us familiar with the problem of positioning personnel in Latin America are aware of the difficulties superiors face in this field. Hopefully some of the above remarks will assist the ongoing dialogue in this area and be of some assistance to those who seek to serve the Church by releasing people for work on the only Catholic continent of the globe. + + ÷ Latin America VOLUME 28, 1969 885 JOSEPH F. GALLEN, S.J. Comments on tl e Instruction on Formation Joseph F. Gallen, S.J., writes from St. Joseph's Church; $21 Willings Alley; Philadelphia, Penn-sylvania 19106. REVIEW FOR RELIGIOUS Prepostulancy Nothing is said in the Instruction on a prepostulancy period. Number 4 states that it would be worthwhile to consider whether the practice of going directly to the novitiate from such places as aspirancies, apostolic schools, or minor seminaries should be continued or whether an interval of probation should be had to develop the human and emotional maturity of the candidate. In the case of those obliged to a postulancy by canon 539, § 1, this development can be taken care of during the postulancy, which can last up to two years and also be made while residing outside any house of the in-stitute (n. 12). There is nothing in the Instruction for or against such places as aspirancies but, as is clear from what was said above, number 4 presumes that they will continue to exist. Postulancy (nn. 4; 10-2; 33) Importance. "Hence it follows that all institutes, even those that do not prescribe the postulancy, must at-tach great importance to this preparation for the novice-ship" (n. 4). Purpose. This is to judge the suitability and aptitude of the candidate; to give a preparation that will enable the noviceship to be made more fruitfully; to provide a gradual transition from secular to religious life; and to verify and complete, if necessary, the religious knowledge of the candidate (nn. 11-2). "Tentative" in number 11 of the Vatican English translation is not in the Latin text and "to formulate a. judgment" is to form a judgment. Power of general chapter. In institutes in which the postulancy is of obligation by common law (in insti-tutes of perpetual vows: all women but in those of men only lay brothers) or by the constitutions, the gen-eral chapter may keep in mind, for a better adaptation of the postulancy~ the following norms (n. 12): Duration. In institutes in which the postulancy is not obligatory by common or constitutional law, the general chapter may determine its nature and duration, which can vary for different candidates but should not be too brief nor ordinarily longer than two years. In institutes in which the postulancy is obligatory from common law, it must last at least six full months (c. 589, § I), and this minimum time is more probably retained in the Instruction; but the general chapters of these institutes may also follow the two-year limit, the principle that the time may vary for different candi-dates, and probably that the minimum time may be less than six months (n. 12). 1 do not think the right of canon 539, § 2, to prolong the postulancy for six months extends to a postulancy of two years. A postu-lancy longer than two years would not be very rea-sonable, especially since it can be varied within that time for the individual. Place. Preferably not in the novitiate house, and it can be profitable for it to be made wholly or in part outside a house of the institute (n. 12). The postulancy may therefore be so organized that the postulants con-tinue to reside in their homes or in such another place as a college. See also numbers 4 and 11. The latter speaks of a "gradual transition from lay life to that proper to the noviceship." Director. The postulants, wherever the postulancy is made, are to be under the direction of qualified re-ligious, between whom and the master of novices there is to be sedulous cooperation (n. 12). Dross. The determination of the dress of the postu-lants appertains to the general chapter (n. 33). How-ever, canon 540, § 2, had required simply that the dress of the postulants be modest and different from that of the novices. It could therefore have been secular but modest; special and uniform, but this was not neces-sary; religious, but different from that of the novices. Noviceship (nn. 4-5; 13-33) Maturity requisite Ior beginning noviceship (n. 4). The noviceship should begin when the candidate is aware of God's call and has reached that degree of human and spiritual maturity which will allow him to decide to respond to this call with sufficient and proper knowledge and responsibility: "Most of the difficulties encountered today in the formation of novices are usually due to the fact that when they were admitted they did not have the required maturity., it must ÷ ÷ ÷ Formation VOLUME 28, 1969 887 ÷ ÷ ÷ $. F. Gallen, S.l. REVIEW FOR RELIGIOUS 888 be affirmed that the age required for admission to the noviceship should be higher than heretofore" (n. 4). Place. The noviceship for validity must be made in a house legitimately designated for this purpose (n. 15) by the superior general with the consent of his council and according to the constitutions (n. 16). The superior general with the consent of his council and after consultation with the interested provincial may in a case of necessity permit also many novitiates in the same province (n. 17). When the small number of novices is not sufficient to promote community life, the superior general should, if possible, establish the novitiate in a community of the institute capable of aiding the formation of such a small group of novices (n. 18). To better meet some demands of their formation, the superior general may authorize that the group of novices be transferred during certain periods to another house of the institute designated by himself (n. 16). In particular and exceptional cases, the superior gen-eral with the consent of his council may permit that a candidate validly make his noviceship in a house of the institute other than the novitiate house, under the direction of a qualified religious acting as a master of novices (n. 19). Duration. For validity the noviceship must last for twelve months (n. 21). A continuous or interrupted absence from the noviti-ate group and house that exceeds three months ren-ders the noviceship invalid (ft. 22). In lesser absences the higher superior, after consulting the novice master and considering the reason for the absence, may in individual cases command an extension of the noviceship and determine its length, and this matter may also be determined by the constitutions (n. 22). Formative activity periods outside the novitiate house must be added to the required twelve months, nor may they be begun before a novice has spent three months in the novitiate (if the contrary is done, the noviceship be-gins only on the completion of the formative activity period) and must be so arranged that the novice spends a minimum of six continuous months in the novitiate, re-turns there at least a month before the first vows or other temporary commitment, and the time of the whole novice-ship extended in this manner may not exceed two years (n. 24). The noviceship amplified by such formative activity periods may not exceed two years, but this does not abrogate the right given to higher superiors in canon 571, § 2, to prolong the noviceship up to six months in a doubt about the suitability of a candidate. Such a prolongation is permitted in a noviceship of two years without formative activity periods. A higher superior for a just cause may permit first profession or commitment to be anticipated but not beyond fifteen days (n. 26). Formative activity periods. The general chapter by at least a two-thirds vote may experimentally enact, in keeping with the nature of the institute, one or more periods of formative activity outside the novitiate house, the number to be determined in practice accord-ing to the judgment of the master of novices with the consent of the higher superior, for the formation of the novices or, in some cases, for a better judgment of their aptitude for the life of the institute. Such periods may be used for one, several, or the entire group of novices. If possible a novice should not be assigned alone to these periods. In these periods the novices are under the direction of the master of novices (nn. 23, 25). "It must be emphasized that this formative activ-ity, which complements novitiate teaching, is not in-tended to provide the novices with the technical or professional training required for certain apostolic ac-tivities, training which will be afforded to them later on, but rather to help them, in the very midst of these activities, to better discover the exigencies of their vocation as religious and how to remain.faithful to them" (n. 5; see also n. 25). Separation of novices. There must be some separation between the novices and the professed religious, with whom, however, and with other communities, the novices may have contact according to the judgment of the master of novices. It appertains to the general chapter to decide, according to the nature of the institute and particular circumstances, what contacts may be had between the novices and the professed of the institute (n. 28). The use of the term "professed re-ligious" in the second sentence makes it sufficiently clear that there is no prohibition of contact between the novices and the postulants, as might be feared from the word "members" in the other two sentences of number 28. Studies during the noviceship. The general chapter may permit or command certain studies during the nov-iceship for the better formation of the novices, but doctri-nal studies should be directed to the knowledge and love of God and to the development of a more profound life of faith. From the twelve months of noviceship of number 21 all studies, even theological and philosophi-cal, made for obtaining diplomas or for acquiring a formation directed to preparation for fulfilling future Formation VOLUME 28, 1969 889 REVIEW FOR RELIGIOUS 890 duties are forbidden (n. 29). Provided doctrinal studies are directed to the spiritual life, as prescribed in the first sentence, it is probably not forbidden to receive credits for such studies when these can be had but the studies are not to be directed to the attaining of credits. There is no doubt that the prescription on doctrinal studies in this first sentence also applies only to the twelve months of noviceship of number 21, as is also true of the canonical legislation in canon 565, § 3, on this point, "even though the Latin text says "during the time of the noviceship," not "during the regular novitiate year," as in the English translation. The latter also has "all formal study programs" in the second paragraph whereas the Latin reads "all studies." Dress o] the novices. It appertains to the general chapter to determine the dress of the novices (n. 33). Number 33 speaks of the "habit of the novices and of other candidates for the religious life." It certainly had not been the practice nor is there any tendency to give a religious habit to postulants, and the meaning here of "habit" is "dress." No limitation is placed on the power of the general chapter to determine the dress of the novices and postulants. Canon 557 commands the wear-ing of the habit during the whole time of the noviceship, but it has also been maintained that the noviceship is an uncertain time and that the habit, to retain all its significance, should not be given to the novices. Noviceship lot another class. Unless the constitutions determine otherwise, a noviceship made for one class is valid for another (n. 27). The constitutions may de-termine the conditions regulating a transfer from one class to another (n. 27), Novice master. The novices are under the direction of the novice master who may seek the aid of other skilled helpers (n. 30). This is to be kept in mind with regard to a formation team. See also numbers 5, 12, 15, 23, 31, 32. Temporary Bond (nn. 2, 6-9; 34-8) A different temporary bond may be established and ]or all. Number 34 gives a faculty, not a precept, but in general language: "The General Chapter, by a two-thirds majority, may decide to replace temporary vows with some other kind of commitment as, for example, a promise made to the institute." The same general lan-guage is found in numbers 2, 6, 10, 24,' 37-8. The pos-sibility of the extension to all in the probation after the noviceship is not certainly excluded by other num-bers of the Instruction. A dil~erent bond should be introduced only a]ter most careful thought. The reasons are (1) number 34 demands a two-thirds vote of the general chapter to in-troduce a different bond and (2) number 7 explidtly re-quires such careful thought: "No institute should de-cide to use the faculty granted by this Instruction to replace temporary vows by some other form of commit-ment without having clearly perceived and weighed the reasons for and the nature of this change." A different bond in fairness, prudence, and proper regard [or sound spirituality should be introduced only [or those in whom the special immaturity exists. The reasons are (1) by vows a special consecration is had according to number 2: "Thus it is that religious pro-fession is an act of religion ~nd a special consecration whereby a person dedicates himself to God." (2) Be-cause according to number 7 temporary vows are com-pletely in harmony with the greater response to God so important at the beginning of the religious life and also enable the candidate to make the consecration proper to the religious state: "For him who has heeded the call of Jesus to leave everything to follow Him there can be no question of how important it is to respond generously and wholeheartedly to this call £rom the very outset of his religious life; the making of temporary vows is completely in harmony with this requirement. For, while still retaining its probationary character by the fact that it is temporary, the profession of first vows makes the young religious share in the consecration proper to the religious state." (3) Because immaturity is the sole reason given (n. 7) for substituting another temporary commitment: "In fact, more fre-quently now than in the past, a certain number [quidam] of young candidates come to the end of their novitiate without having acquired the religious ma-turity sufficient to bind themselves immediately by re-ligious vows, although no prudent doubt can be raised regarding their generosity or their authentic vocation to the religious state. This hesitancy in pronbuncing vows is frequently accompanied by a great awareness of the exigencies and the importance of the perpetual religious profession to which they aspire and wish to prepare themselves." (4) Possibly also because the desire for the different commitment was true only of some institutes (n. 7): "Thus it has seemed desirable in a certain num-ber o[ institutes that at the end of their noviceship the novices should be able to bind themselves by a temporary commitment different from vows, yet answering their twofold desire to give themselves to God and the institute and to pledge themselves to a fuller preparation for perpetual profession." Since the Instruction describes temporary vows as a consecration that is special, proper to the religious state, and in harmony with the greater ÷ ÷ ÷ VOLUME 28. 1969 89! + ÷ .~. Fo Gallen, $J. REVIEW FOR RELIGIOUS 89~> response to God, it at least seems unfair, imprudent, and without regard for sound spirituality to deprive a novice of temporary vows when he has all the quali-ties requisite for making them, that is, when he is not affected by the special immaturity described in number 7. ¯ Some observations on this immaturity. Is this im-maturity proper to the young or is it the emotionalism that is today found in many older religious, and which the young often manifest only after continuous contact with such older religious? Isn't there a movement at this moment in the United States to give the vote to those who are eighteen years of age because the young are now more politically mature? In more than thirty states it has been the law that a girl of eighteen may marry without the consent of her parents. Is there any widespread tendency at present to change this very general law because of the immaturity of the ~young? Don't some hold that the greater physical development of modern youth argues to a greater psychological de-velopment? Does one frequently and without indoctri-nation encounter a novice who is judged to have a certain religious vocation (see also c. 571, § 2) but is too immature to take temporary vows? What factual and ob-jective investigations were made in the United States to prove the existence of such immaturity? Isn't it true that such immaturity would occur with regard to the temporary vow of chastity, not of poverty or obedience? Prescinding now from the obligation of the different commitment, don't the commandments of God still bind such a candidate and under serious sin in a violation of chastity? The simplest and most appropriate different com-mitment would be a promise to the institute to observe poverty, chastity, and obedience because (1) neither the form nor the object of the different commitment is determined in the Instruction (see n. 34) but (2) in numbers 7 and 35 the Instruction at least says it is fitting that the dit~erent commitment should in some way refer to the exercise of the three evangelical counsels, for example in number 7: "Whatever form such a temporary commitment may take, it is in keeping, with fidelity to a genuine religious vocation that it should in some way be based on the requirements of the three evangelical counsels." and (3) more directly and even categorically in number 13 the Instruction apparently says that the novice is to make profession of the evangeli-cal counsels at the end of the noviceship by temporary vows or other temporary commitment: ".that a novice.may implement the evangelical counsels of chastity, poverty, and obedience, the profession of which 'either by vows or by other sacred bonds that are like vows in their purpose' he will later make." This number of the Instruction is talking of a novice and therefore o[ the first consecration, which can be either vows or another temporary commitment. There is no alternative for the profession of perpetual vows. Other forms and objects of commitment are possible. The form and object of members in the strict sense of secular institutes is: "By making profession before God of celibacy and perfect chastity, which shall be confirmed by vow, oath, or consecration binding in conscience, according to the constitutions; by a vow or promise of obedience.by a vow or promise of poverty." (Provida Mater Ecclesia, February 2, 1947, Art. III). Some of the different forms of commitments in societies of common life without public vows are annual private vows of poverty, chastity, and obedience and the service of the poor; private perpetual vows of poverty, chastity, and obedience; promise of fidelity to the observance of the rule and constitutions; perpetual promise of observ-ance of common life and poverty; perpetual agreement to obey the rule of the institute; perpetual oath of perseverance and obedience; and perpetual oath and promise of perseverance and obedience,x The societies of common life more £requently encountered are the Daughters of Charity of St. Vincent de Paul, Eudists, Josephites, Maryknoll Missionaries, Oratorians, Pallot-tine Fathers, Paulists, Precigus Blood Fathers, Sulpicians, Vincentians, and White Fathers. Is one who makes a di1~erent temporary commitment in a state of perfection, in the religious state, a re-ligious, and a member of his institute? This is at least a very basic question and with wide implications. The negative arguments are that the Instruction nowhere says that one who makes a different temporary commit-ment is a religious and that canon 488, 7°, demands public vows to constitute a religious. On the other hand (1) vows are required only by canon law, not by divine law or the nature of the matter,2 to constitute a re-ligious, and the Instruction derogates from this canon law, as will be seen from the following arguments: (2) number 36 states absolutely that the subject is united with his institute and absolutely that he is obliged to observe its law; (3) the Instruction throughout does not differentiate between such a commitment and temporary vows (see nn. 2, 6, 10, 24, 34, 37-8); (4) num-ber 10 states explicitly that the temporary commitment is not the noviceship. If an entirely new state were being 1 See also Beste, lntroductio in Codicem, 497; Guti~rrez, Gora-mentarium pro religiosis, 38 (1959), 312-3. =See Goyeneche, De religiosis, 10-11; Guti~rrez, op.cit., 29 (1050), 72-3. ÷ ÷ ÷ VOU, JME 25, 89~ REV;EW FOR RELIGIOUS introduced distinct from that of the noviceship and temporary vows, this should have been dearly stated in the Instruction. (5) The probationary periods can last for thirteen years. This seems in itself to be un-reasonable if the subject does not become a member of the institute until the end of such time. The professed of temporary vows are members by first profession. The present canon law does not permit a duration of tempo-rary vows longer than six years, and canon 642, § 2, likens a professed of six years of temporary vows to one of perpetual vows. (6) During this prolonged time the institute would not be held in the case of such a subject to the norms of dismissal for professed but could dismiss him almost in the manner of a novice, whereas the pro-fessed of temporary vows would have also a right of sus-pensive recourse against his dismissal. Nor would canon 643, § 2, on the charitable subsidy apply, nor canon 646 on an automatic dismissal. (7) There would be an evident distinction in the rights and obligations of these subjects and the professed of temporary vows even though both would be in the same factual state of proba-tion. It is true, as number 7 states, tl~at "the profesz sion of first vows., makes the candidate share in the consecration proper to the religious state." Such a consecration, however, is required only by canon or human law, which can therefore enact that other suitable forms of commitment would also constitute a candidate in the religious state and make him a re-ligious, as also because such a candidate is always des-tined for this proper consecration in perpetual profes-sion. Religious women are nuns and their institutes are religious orders even though no one in fact has solemn vows provided at least some are destined for solemn vows from the particular law of the institute. Public vows would also remain proper to the religious state and to religious institutes since they are not had either in societies of common life nor in secular institutes. I therefore believe that the subject in a different temporary commitment is in a state of perfection, in the religious state, is a religious, and a member of his institute, but the question should be authoritatively serried by the Holy See. In the contrary opinion, those in a different temporary commitment are in a state that is neither noviceship nor profession, one also for which we have no parallel, and consequently a state of deep obscurity at least juridically. Determination o~ details b) the general chapter (n. 36). In virtue of canon 543 only a higher superior is competent to admit to the noviceship and to any re-ligious profession. The same canon demands a vote of the council or chapter for admission to the novice- ship, first temporary, and perpetual professions. The gen-eral chapter should require the deliberative vote for admission to the first temporary commitment and pre-scribe for renewals and prolongation of. such a com-mitment the same vote as is enacted in the constitutions for these acts with regard to temporary profession. The same policy should be observed concerning the superior competent for permitting an anticipated renewal of the temporary commitment, for exclusion from renewal or from the profession of perpetual vows (c. 637), and for the vote of the council in this case. The superior general with at least the advice of his council should be given the faculty of consenting to the dissolution of the com-mitment by the subject, to so consent to the request of the subject at any time during a commitment, who can then be immediately admitted to temporary vows, and with the consent of his council from the institute. Reception of ment is not necessary because it (c. 1308, § 1), and the consent of to dismiss a subject the different commit-is not a public vow the institute was suf-ficiently given and expressed in the admission to the commitment or its renewal. The general chapter could prescribe reception since such a repeated consent of the institute is not contrary to common law. The formula of the vows will have to be changed for a different commitment, for example, a promise will be to the institute, not to God as is a vow. Even if the new com-mitment does not have obedience as its express object and is therefore not productive of another obligation of obedience, superiors, as the head of the institute or of its parts, possess at least the same authority that they have over a novice and, if the Holy See decides that a different commitment is on the same juridical level as temporary vows, they possess the same authority as over a professed but without the added title to exact obedi-ence from the vow (c. 501, § 1; 502). Ganons whose application is obscure. The applica-tion of the following canons to those in a different temporary commitment should also be decided by the Holy See: responsibility for debts, 536, §§ 2-3; canonical examination, 552; dowry, 547-51; making of cession and disposition regarding personal patrimony and a civilly valid will, 569; retreat before first profession, 571, § 3; profession of a novice in danger of death. Requisites for a valid profession, exclusive of recep-tion, the necessity of three years of temporary vows, and understanding the derogations regarding a valid novice-ship in the Instruction, 572; age for profession, 573; deliberative vote for first profession, 575, § 2; written declaration of profession, 576, § 2; no intervals between renewals or perpetual profession, 577, § 1; 575, § 1; ÷ ÷ Formation VOLUME 28, 1969 895 ~. F. Gallen, S.]. REVIEW FOR RELIGIOUS 896 enjoyment of the same indulgences, privileges, spiritual favors, and suffrages, obligation of observing rules and constitutions, active and passive voice and computation of time for obtaining either, 578; illiceity and invalidity of acts contrary to the vows, 579. Acquisition of property by a professed of simple vows, change of cession and disposition, 580; renuncia-tion of personal patrimony, 581; 583, 1°; change of will, 583; 2°. Common obligations of clerics in canons 124-42, 592; obligation of common life, 594; obligation of wear-ing habit, 596; cloister, 597 ft.; religious duties, 595; right of exempt correspondence, 611; enjoyment of privileges of first order by nuns, 613, § 2; enjoyment of clerical privileges of canons 119-23, 614. Transfer to another religious institute or monastery, 632-5; 544, § 5; right of professed of temporary vows to leave at the end of a temporary profession, 637; ex-claustration, 638-9; effects of secularization, 640-3; compensation may not be sought for services given to the institute, 643, § 1; charitable subsidy, 643, § 2; laws on fugitives, 644, § 3; 645; 2386; automatic dismissal, 646; dismissal of a professed of temporary vows, 647-8; provisional return to secular life, 653. Six professed constitute a formal house, 488, 5°; precedence from first profession breaking a tie in elec-tions, 101, § 1, 1°; first profession as date of computing eligibility for office, 504; 559, §§ 1-2; prohibition of being members of third orders secular, 704; prohibi-tion of being a sponsor in baptism and confirmation, 766, 4°; 796, 3°; special jurisdiction necegsary for the confessions of religious women, 876; funerals of religious, 1221; 1124, 2°; permission for writings, 1386, § 1; punish-able for violations of common life, 2389. Obligation o[ observing the evangelical counsels. If the Holy See decides that a different temporary com-mitment is on the same juridical level as the profession of temporary vows, the evangelical counsels must be observed at least with the same obligation as the con-stitutions, no matter what be the object of the different temporary commitment because (1) not only does num-ber 36 impose after the new commitment "the obliga-tion of observing the Rule, constitutions and other regulations of the institute" and therefore a fortiori also the obligation of observing the evangelical coun-sels as more essential and important for a state of complete Christian perfection but also and more pro-foundly because (2) the observance of the evangelical counsels is necessary from the nature of a state of per-fection, as can be seen from the following direct and clear statements of only three Popes and Vatican II: "The religious orders, as everyone knows, have their origin and raison d'etre in those sublime evangelical counsels, of which our divine Redeemer spoke, for the course of all time, to those who desire to attain Christian perfection" (Leo XIII, December 23, 1900). "When the only-begotten Son of God came into the world to re-deem the human race, he gave the precepts of spiritual life by which all men were to be directed to their appointed end; in addition, he taught that all those who wished to follow more closely in His footsteps should embrace and follow the evangelical counsels" (Pius XI, March 19, 1924). "It is true that by the apostolic constitution Provida Mater Ecclesia we declared that the form of life, which is followed by secular institutes, is also to be accepted as a state of perfection publicly recognized, because the members are bound in some way to the observance of the evangelical counsels" (Pius XII, July 13, 1952).3 Vatican II affirmed: "Thus, although the religious state constituted by the profession of the evangelical counsels does not belong to the hierarchical structure of the Church, nevertheless it belongs in-separably to her life and holiness." 4 Moral obligation of a new temporary commitment. It might seem that a general chapter could also completely determine this (see n. 36), but number 34 gives a promise to the institute as an example of such a com-mitment. We are to presume words in such a document are being used in their proper sense, and in such a sense a promise produces a moral obligation. In a merely private promise to God or man, the one making the promise can oblige himself only to a light obliga-tion in light matter but in serious matter he can assume either a light or a grave obligation. May a general chapter, therefore, define the moral obligation of the new temporary commitment, for example, a promise to the institute, as only light? It could do so if it is decided by the Holy See that such a commitment is not on the same juridical level as temporary vows. Could it do so if the level is the same? Such a definition is not excluded by the nature of a commitment or promise purely in itself nor by the explicit wording of the Instruction. The light obligation can also be urged from the reason for permitting a different commitment, that is, the immaturity of a candidate. It would not 8Courtois, The States of Perfection, Dublin: 1961, M. H. Gill and Son, nn. 33, 130, 403, 474; see also Schaefer, De religiosis, n. 125; Beste, op.cit., 328; Padri Claretdani, II diritto dei religiosi, n. 3; Fanfani, II diritto delle religiose, n. 2; Bastien, Directoire canonique, nn. 9, 14; Creusen, Religious Men and Women in Church Law, nn. 4-5; Guti~rrez, ibid., 63-4, 67. ' Abbott-Gallagher, The Document~ of Vatican II, 75. 4" 4" 4" Formation VOLUME 28, 1969 89~ ]. F. Gallen, $.$. REVIEW FOR RELIGIOUS seem very practical to enact that such a candidate does not have to take the added serious obligation of a re-ligious vow if he must assume the added serious obli-gation of another form of commitment. On the opposite side it can be well maintained from the nature of the matter that it would be incongruous for the funda-mental obligations of a permanent state of life to be only light. Above all there is a reply given by the Sacred Congregation of Religious, May 19, 1949, in an entirely parallel case and in general language to the effect that the bonds assumed by the members of secular insti-tutes cannot be light in their general nature.~ The pur-pose and nature of secular institutes are given as the reason for this doctrine. A secular institute is an apos-tolic state of complete Christian perfection, and the reasoning of the Sacred Congregation appears to me to apply, at least equally, if not afortiori, to religious in-stitutes. In effect this would mean, in the promise we have advocated to the institute to observe poverty, chastity, and obedience, the same light or serious obliga-tion that is had in the religious vows. The document reads: 1. The obligations which are contracted by members in the strict sense (Art. III, §§ £ and 3) for the full pursuit of the juridical state of perfection in secular institutes (Art. III, § 2), if they are to correspond to the purpose and nature of the institute, cannot be light in their general nature and under every respect (ex genere suo atque ex omni parte). 2. On the other hand, the bonds on which this state of perfection rests, are considered so to oblige in conscience that the obligations thus produced must be called grave in their general nature (ex genere suo). 3. In individual cases, an obligation must be considered grave only when its matter must be considered as certainly grave according to the constitutions and the common teaching regarding equal or similar bonds. Moreov,er, according to the well-known rule of law (Reg. 30 in VI°), 'In obscure matters, one is obliged to Iollow only the least obligation," it cannot be affirmed in a doubtful case that an obligation is grave or more grave, for example, on the ground that an obligation arises from or is reinforced by the formal virtue of religion. 4. Just what is the nature of the bonds assumed in individual institutes and what is the precise mode of obligation---e.g., in addition to justice and fidelity, is there also and, if so, to what degree, an obligation from the virtue of religion--must be learned from the constitutions, which should give an accurate presentation of the matter, and from the formula of consecra-tion or incorporation in which the bonds are expressed. 5. Even when it is certain that there is a formal obligation arising from the virtue of religion, since there is question of vows or bonds which, although they are not fully private, nevertheless, in law, cannot be called public in the strict and specific sense and do not effect a public consecration of the' "Bouscaren-O'Connor, Canon Law Digest /or Religious, 167-8; see also Commentarium pro religiosis, 28 (1949): Larraona, 199-200; Fuertes, 292-8. person, the malice of sacrilege must not be attributed to their violation. Duration oI probation after the noviceship. The gen-eral chapter is to determine this but it is to be no less than three nor longer than nine years (n. 37). I find it difficult to see why a period longer than five years should be generally prescribed (n. 6). The total possible probationary period, that is, 2 years of postulancy, 2 of noviceship, and 9 of temporary commitment, can thus be 13 years. This would ordinarily mean perpetual profes-sion at the youngest only at the age of 30 or 31 years. Would we advise marriage only at 30 or 317 The gen-eral chapter may permit a prolongation in individual cases of a prescribed time, e.g., five years, up to the full nine years or may limit the power of prolonging, e.g., to only one year (n. 37). Precise length of dil~erent commitment. This may be made in the one act for the full length of the interval before perpetual profession, for example, five years; or for a briefer period, for example, three years, to be re-newed for two years on its expiration or to be followed by temporary vows (n. 34). The provision of canon 577, § 2, of permitting a renewal of temporary vows to be an-ticipated but not by more than a month may be also applied to the renewal of a different form of temporary commitment. Such an anticipation is permissible £rom the nature of a commitment and is not excluded by the Instruction. Must also a di~erent temporary commitment be ac-companied by the intention of renewing and of admit-ting to a renewal on its expiration? If the decision of the Holy See is that the juridical level of temporary vows and other temporary commitments is the same, the answer is in the affirmative. The explanation of the necessity of this intention in temporary vows has been the following. The religious life has ever and now de-mands stability or permanence. From its concept it is a state of life in the same way as the clerical or married state. A state of life is something that contains the note of stability or permanence. The exact permanence re-quired is defined by the Church as follows: solemn vows or simple perpetual vows are sufficient but not neces-sary; the minimum requisite is simple temporary vows. Therefore, an institute in which all the members make only annual professions of poverty, chastity, and obedi-ence fulfills this requisite. The Church further requires that temporary vows be renewed on their expiration (c. 488, 1°). This implies an intention on the part of both the religious making temporary profession and the superior admitting to this profession that, iI no obstacle ÷ ÷ ÷ Formation VOLUME 28, 1969 899 ]. F. Gallery, REVIEW FOR RELIGIOUS 900 occurs in the meantime, the vows will be renewed on their expiration. It is evident that the same necessity of this intention and its explanation apply to a different temporary commitment since the necessity of the inten-tion is required not from vows as such but from the fact that the religious state is 'a state of life and demands stability.6 Lastly, such an intention is required in secular institutes, in which the bond can be vow, oath, consecra-tion, or promise: "The bond by which the secular insti-tute and its members in the strict sense are to be united must be: 1o Stable, according to the constitutions, either perpetual or temporary but to be renewed at its expira-tion (c. 488, 1°) . ,, 7 ConIusion on temporary vows. Tkis is the appropriate place to mention the extensive confusion that has existed on temporary vows in this whole matter of a different commitment. Many talked as if a temporary vow were a most unusual and even a contradictory thing. Evidently they did not know that temporary vows were mentioned in canon law (c. 131.1) as also in practically any manual of moral theology and in canonical works that included the treatment of the vows. It was also frequently stated that the intention of renewing and of admitting to renewal on their expiration was a contra-diction of the temporary duration of such vows. This again was ignorance. The intention was not and could not have been absolute, which would have been clearly contrary to the probationary nature of the period of temporary vows. It was a conditional intention to renew the vows i[ no obstacle intervened in the meantime, S and this obstacle, if not always, would practically always have been the discovery by the institute or the subject that he or she had no vocation. There was almost an equal number of statements that a temporary profession was invalid if at the time a religious had the intention of not renewing or a superior of not admitting to a renewal on the expiration of a temporary profession. Canon 572 does not list such an intention among the requisites for a valid religious profession. Canon 488, 1°, does not append an invalidating clause to the necessity of this intention as required by canon 11. A requirement for liceity only will also sufficiently fulfill the required stability. An invalidating law according to canon 15 does not exist in a doubt of law, and there is certainly a doubt o See Larraona, op. cit., 2 (1921), 137, 209; 28 (1949), 205; Schaefer, op.ciL, n. 128; Jone, Commentarium in Codicem iuris canonici, I, 387; Padri Clarettiani, op.cit., nn. 3, 6; Vermeersch-Creusen, Epitome iuris canonici, I, n. 580; Goyeneche, op.cit., 9-10; De Carlo, Jus religiosorum, n. 2. ~ Provida Mater Ecclesia, Bouscaren-O'Connor, op.cit., 151. aSee Larraona, op.cit.o 2 (1921), 209 and note 81; 28 (1949)~ 205; Guti~rrez, ibid., 90. of law in the present caseP There was also a great deal of talk merely about promises, as if a vow were not a promise. Nor was there too much knowledge of sanctity of life and of the relation of the evangelical counsels and of vows to this sanctity. Sacred orders may not be conferred belore perpetual profession (n. 37; c. 964, 4°). For a just reason a higher superior may permit that a first profession be made outside the novitiate house (n. 20). The Instruction does not mention the commitment presumably because it is held that the prescription on place of canon 574, §1 applies only to vows. Readmission of one who legitimately left either after completing temporary vows or other commitment or a[ter being [reed from either. He may be readmitted by the superior general with the consent of his council, who is not obliged to prescribe another noviceship, nor an-other postulancy (c. 640, § 2), but is obliged to enjoin a previous period of probation and also a period of tem-porary vows or other commitment not less than a year nor less than the time that remained to be spent in this temporary probation before perpetual profession when the subject left. The superior general may prescribe a longer period of temporary vows or other commitment (n. 38). Immediate preparation for perpetual proIession and similar periods during tbmporary vows or other commit-ment. It is desirable that perpetual profession should be preceded by a sufficiently long immediate preparation something in the manner of a second noviceship. The duration and other aspects are to be determined by the general chapter (nn. 9, 35). It is also desirable that periods of withdrawing to prayer, meditation, and study be established during the time of temporary vows or other commitment (n. 25). Section IlL Application of the special norms. The par-ticular provisions axe called norms because they have been enacted for experimentation (VII). They are in effect from January 6, 1969 (VII). The norms and direc-tives of the Instruction appertain only to religious in-stitutes; other institutes of common life may but are not obliged to follow them (n. 3). Common law (canon law, laws enacted after the Code of Canon Law, laws of Vatican II, and postconciliar laws) remains in effect un-less derogated by this Instruction (I). The faculties granted by this Instruction may in no way be delegated g See Schaefer, op.cit., n. 128; Jone, op.cit., 387; Guti~rrez, ibid., note 65; Vermeersch, Periodica, 31 (1932), 122 ft.; Goyeneche, Corn. mentarium tyro religiosis, 16 (1935), 315-6; Vidal, De religiosis, n. 9, holds for invalidity. 4- 4- ÷ VOLUME 901 ~. F. Gallen, $.]. 902 to another (II), but they may be used by those who legiti-mately take the place of the superior general when there is no superior general or he is legitimately prevented from acting (IV). The same principle is true of the vicars of other higher superiors since they are actually exercising the office of the higher superior when accord-ing to the constitutions they take the place of a higher superior, such as a provincial, in the vacancy of the office, in his absence, or when he is otherwise impeded from fulfilling the duties of his office. There is nothing of such importance in the faculties granted in the Instruc-tion to higher superiors that would merit the exclusion of vicars from the exercise of such faculties. An abbot at the head of a monastic congregation is also to be understood under the name of superior general in this Instruction (III). In the case of nuns dedicated exclu-sively to the contemplative life, special norms shall be inserted into the constitutions and submitted for ap-proval, but the norms in numbers 22, 26-7 may be ap-plied to them (V). I[ the special general chapter has already been held, the superior general and his council acting collegially,x° after a careful study of all circumstances, are to decide whether a general chapter should be convoked to deliber-ate on the faculties granted to it or whether it would be preferable to await the next general chapter (VI). If they decide against the above convocation but also that the use of the faculties granted to the general chapter is urgent for the good of the institute, they, again acting collegially, have the power of putting all or some of the same faculties in use until the next gen-eral chapter provided they have previously consulted all other higher superiors and their councils and have ob-tained their two-thirds affirmative vote. These other higher superiors should have it at heart to consult previ-ously the professed of perpetual vows. In institutes with no provinces, the superior general must consult the l~rofessed of perpetual vows and obtain the affirmative vote of two-thirds OgI). The following appertain to the general chapter: with a two-thirds vote: to introduce periods of formative ac-tivity in the noviceship (n. 23) and a different tempo-rary commitment (n. 34); with the vote prescribed by the constitutions: to make determinations for the pos-tulancy (n. 12); to decide on the permissible contacts of the novices (n. 28); to permit or command studies during the noviceship (n. 29); to determine the dress of the novices and other candidates (n. 33); to determine the duration of the probation between the noviceship See REVIEW FOR RELIGIOUS, 19 (1960), 131-2. and perpetual profession and other aspects of the same probation (nn. 35-6-7); and experimentally to enact other matters that imply a change in the constitutions, for example, in numbers 16, 22, and 27. The following appertain to the superior general: with the consent of his council: the institution of a novitiate (n. 16) and of many novitiates in the same province, having consulted the interested provincial (n. 17); the making of the noviceship in a house that is not a noviti-ate house (n. 19); the readmission of one who legiti-mately left either after completing temporary vows or other commitment or after being freed from either (n. 38); alone: to permit the group of novices to reside for a time in another house designated by him (n. 16); to per-mit a small group of novices to make their noviceship in a house more suitable for community life (n. 18); with the council acting collegially: to decide on the calling of a general chapter to implement the Instruction or to permit, without a general chapter, the use of the facul-ties granted in the Instruction, after consulting all other higher superiors and their councils and having obtained the affirmative vote of two-thirds of them or of the pro-fessed of perpetual vows when the institute does not have provinces (VI). The following appertain to higher superiors: alone: to permit first profession outside the novitiate house (n: 20); to permit that first profession be anticipated but not beyond fifteen days (n. 26); after consulting the master of novices: to decide on a supplying of absence of a novice of less than three months (n. 22); and it is rec-ommended that higher superiors below the superior general previously consult the professed of perpetual vows on the use of faculties of the Instruction without having a general chapter (VI). Spiritual principles of the Instruction. In the intro-duction to the Instruction, the Sacred Congregation for Religious and Secular Institutes stated that the reason Vatican II gave no small measure of attention to reli-gious was that the Church might have a greater abun-dance of spiritual strength and be better prepared to proclaim the message of salvation to the men of our age; quoted Lumen gentium, numbers 44-5, to the effect that the state of the evangelical counsels appertains to the sanctity of the Church and that the practice of these counsels is uniquely effective for the perfection of the love of God and of the neighbor; spoke of the duty of religious institutes to renew their spiritual, evangelical, and apostolic lives; recalled that no loss was to be per-mitted in the basic values of the religious life; and de-clared the necessity of defining again the principal as-pects of this life. Formation VO'LUME 28, 1969 9O3 I. F. Ga//en,~$.l. REVIEW FOR REI.~G~OU$ 90; In the first section, which treats of principles and criteria, the Sacred Congregation reaffirmed that pro-fession of the evangelical counsels is a total consecration of one's person to God; that both from the teaching of the Church and the nature of this consecration the vow of obedience appertains to the essence of religious pro-fession; that by this consecration the religious exercises the perfection of apostolic charity, even though the apostolate is not the primary purpose of religious pro-fession; and that it may not be said that the nature of religious profession is to be changed or its proper de-mands lessened. The Sacred Congregation stated that the noviceship retains its irreplaceable role in formation; that novices are to be taught the cohesive unity that should link contemplation and apostolic activity; and that this unity is one of the fundamental and primary values of apostolic institutes. The achievement of this unity requires a~proper un-derstanding of the realities of the supernatural life and of the paths leading to a deepening of union with God in the unity of the one supernatural love for God and for man, finding expression at times in the solitude of inti-mate communing with the Lord and at others in the generous giving of self to apostolic activity. Young reli-gious must be taught that this unity, so eagerly sought and toward which all life tends in order to find its full development, cannot be attained on the level of activity alone, or even be psychologically experienced, for it resides in that divine love which is the bond of perfec-tion and which surpasses all understanding. The attainment of this unity, which cannot be achieved without long exercise of self-denial or without persevering efforts toward purity of intention in action, demands in those institutes faithful compliance with the law inherent in the spiritual life itself, which con-sists in arranging a proper balance of periods set aside for solitude with God and others devoted to various activities and to the human contacts which these in-volve (n. 5). The Sacred Congregation maintained that suitable maturity was required that the religious state be a means of perfection and not a burden too heavy to carry, as also the desirability that the perpetual con-secration to God of perpetual vows be preceded by a sufficiently long immediate preparation spent in recol-lection and prayer that could be like a second novice-ship. The second section of the Instruction is on special or particular norms and contains the following spiritual ideas and principles. The novices are to develop that union with Christ which is to be the source of all their apostolic activity; conformably to the teaching of our Lord in the gospel, the formation of the noviceship con-sists especially in initiating the novices gradually into detachment from everything not connected with the kingdom of God; that they learn to practice humility, obedience, poverty, to be instant in prayer, to maintain union with God, along with a soul receptive to the inspirations of the Holy Spirit, and to be mutually and spiritually helpful to one another in a sincere and un-feigned charity; they are to study and meditate on Holy Scripture; to be formed in the spiritual doctrine and practice required for the development of a supernatural life, union with God, and the understanding of the re-ligious state; they are to be initiated into the liturgical life and the spiritual discipline proper to their own in-stitute; they are to be given the occasions for striving to preserve faithful union with God in the active life; for the novices there is to be a balancing of periods of ac-tivity and of those given to recollection in prayer, medi-tation, and study to stimulate them to remain faithful to it throughout life, and a similar balancing is desirable during the years of formation before perpetual profes-sion. The Instruction reaffirmed the principle of the spiritual life and of Perfectae caritatis, number 8, that apostolic activity must have its source in intimate union with Christ and that therefore all the members should seek God only and above all, and unite contemplation by which they adhere to Him in mind and heart with apostolic love, in which they are associated with the work of redemption and strive to spread the kingdom of God; that novices are likewise to be formed in purity of intention and love for God and man; to learn to use this world as if they did not use it; realize that devotion to God and man demands a humble control of self; culti-vate the necessary human and spiritual balancing of the times given to the apostolate and the service of men and of the properly prolonged periods, in solitude or in com-munity, dedicated to prayer and to the meditative read-ing of the Sacred Scriptures. By fidelity to this most necessary and important program in all such institutes, the novices will gradually develop a peaceful union with God, which comes from conformity to the will of God. They must learn to discern the divine inspirations in the duties of their state, especially those of justice and charity. A mutual confidence, docility, and openness are to be fostered between superiors, the master of novices, and the novices that the master may be able to direct the generosity of the novices to a complete gift of themselves to God and lead them gradually to discern in the mys-tery of Christ crucified the demands of true religious + + + Formation VOLUME 28, 1969 905 obedience, and in this manner inspire them to an active and responsible obedience. The Instruction affirms with sufficient emphasis that the religious s~ate is different from secular institutes and from the state of the laity. ~. F. Gall~, $.1. REVIEW FOR RELIGIOUS SISTER MARY PATRICIA NORTON A New Form Community oJ Religious Government The custom that has been traditionally followed in women's religious communities of focusing all authority, responsibility, and decision-making in one person at the local, regional, and generalate level has, we believe, been a custom that grew up as a result of historical circumstances. When some of the original women's re-ligious communities were founded, there was a com-paratively small number of the members that were well educated. There has, of course, always been a local, regional, and general council to assist and advise the superior; but in actual practice the superior has gen-erally led an overburdened existence, weighed down by the responsibility of major decisions. Since the founding of the early communities, the pic-ture has changed dramatically. The rank and file sisters are no longer uneducated followers. Vatican Council II has told us that the Holy Spirit breathes up ~rom below, that is, He speaks and points out the way through the person of each and every member of the community. In the summer of 1967, the 48 Maryknoll Sisters working in Korea, considering the problems of the past, the directions of the future, and the urgings of Vatican Council II (that "all members of the community have a share in the welfare of the whole community and a responsibility for it"--~om the Decree on Ap-propriate Renewal o[ Religious Life, n. 14), began to draw up a new plan for regional government. This plan was to provide for sharing more broadly the burdens of responsibility, participation of every member in the decision-making and planning of community affairs, and to foster in each member a mature spirit of initiative and involvement. The experiment is at present under way with three elected members now jointly sharing the responsibilities that had previously belonged to the regional superior. 4, 4, Siste~ Patricia Norton is missioned at the Maryknoll Hospital; P.O. Box 77; Pusan, Korea. VOLUME 28, 1969 907 REVIEW FOR RELIGIOU$ (Note: The work of the Maryknoll Sisters in Korea is designated as a regional unit.) No one of these is superior to the others in authority or responsibility. Each one is responsible in the area that has been allotted to her: Personnel, Administration-finance, and Planning-research respectively. These three sisters are known as the Regional Team. Although each one has her area of responsibility, she does not bear this burden alone. Each of these team members has a corresponding committee of 4 regular members and one alternate member. Each committee meets once a month and the results of these meetings constitute the agenda for the meeting of the Regional Team (the three team leaders). The Regional Team also aims at meeting monthly as high priority has been placed on the value of close and frequent communications. It is felt that real participation of each and every mem-ber of the region is dependent on the thoroughness of these communications. In addition to the monthly meetings of both team and committees, good communications are fostered by availa-bility of the minutes of the Regional Team, of each of the three committees, and the publication of the agenda before each meeting. With the publishing of the agenda, each sister is invited to respond with her ideas, sugges-tions, objections, and so forth to any item on the agenda. This is one technique to insure participation by every individual. Furthermore, all those sisters who are neither mem-bers of the team nor of one of the committees become members of an interest area. The latter means that the sister has indicated her interest in one of the areas, follows the activities of that committee in par-ticular, and is ready at any time to fully participate. The Maryknoll Sisters are divided among six houses in Korea. In the event that one of these houses does not have a particular committee member, one of the in-terest area members acts as contact person for that house. Planning for this experiment began in early Fall of 1967. It was formally inaugurated at a regionwide work-shop in October of that year. Since that time it has undergone several evaluations resulting in both minor and major changes. What so far have been the advantages and disad-vantages in regard to this experiment? Some of the disadvantages: ---outsiders who have contacts with the Maryknoll Sisters do not understand it; --it is expensive (train travel and postage) and time consuming; ---it deprives the other sisters of that leisure they used to have while the superior did all the work. Some of the advantages: --it takes the heavy, burden from the shoulders of one person and spreads it" out over the shoulders of all; --it provides for the utilization of the ideas, inspira-tions, and talents of each person rather than just two or three; --it provides for decisions to be made at the level at which they are carried out; --it helps to uncover and develop leadership qualities in a wider spectrum O[ persons; ---it allows for a more truly Christian li[e [or each sister as a completely participating person, con-scious of her own role of responsibility for the success or failure of Maryknoll works in Korea; ---it cuts down dissatisfaction and provides a channel for rectifying any dissatis[actions that may occur. The comment was made by one observer: "It deprives the religious of that necessary sacrifice involved in obedience to a superior." Those who have been living ¯ this experiment would strongly differ. Obedience is not a vanished thing. It is merely the focus that has changed. Decisions are made through group-to-group or individ-ual- to-group dialogue and the individual remains open and ready to obey the results of this dialogue. It is now two years since the initial idea for this type of government was discussed. Since that time there have been many pros and cons, many wrinkles to be ironed out. It has been said by informed sources that such an arrangement Without ultimate responsibility resting in one person can never be a success. The Maryknoll Sisters are willing to concede that this may be true. But they are not willing to concede without an earnest trial. ÷ ÷ ÷ VOLUME 28, 1969 9O9 WILLIAM A. HINNEBUSCH, O.P. Origins and Development oJ Religious Orders William A. Hin-nebusch, O.P., teaches ecclesiastical history at the Do-minican House of Studies; 487 Michi-gan Avenue, Waahington, D.C. REVIEW FOR RELIGIOUS 910 An# attentive study of the origins and history of reli-gious orders reveals that there are two primary currents in religious life--contemplative and apostolic. Vatican II gave clear expression to this fact when it called on the members of every community to "combine contem-plation with apostolic love." It went on to say: "By the former they adhere to God in mind and heart; by the latter they strive to associate themselves with the work of redemption and to spread the Kingdom of God" (PC, 5). The orders1 founded before the 16th century, with the possible exception of the military orders, recognized clearly the contemplative element in their lives. Many of them, however, gave minimum recognition to the apos-tolic element, if we use the word "apostolic" in its pres-ent- day meaning, but not if we understand it as they did. In their thinking, the religious life was the Apos-tolic life. It reproduced and perpetuated the way of living learned by the Apostles from Christ and taught by them to the primitive Church of Jerusalem. Since it was lived by the "Twelve," the Apostolic life included preaching and the other works of the ministry. The pas-sage describing the choice of the seven deacons in the Acts of the Apostles clearly delineates the double ele-ment in the Apostolic life and underlines the contem-plative spirit of the Apostles. The deacons were to wait on tables; the Apostles were to be free to devote them-selves "to prayer and the ministry of the word" (Acts 6:~4~). ¯ This is the text of an address given to the annual meeting of United States major superiors of men religious held in June, 1968, at Mundelein, Illinois. x I use the words, "order," "monasticism," and their derivatives in a wide sense to include all forms of the religious life. In its strict sense "monasticism" applies only to the monks and does not extend to the friars and the clerks regular. There were, however, exceptions to the general rule that monks did not engage in the ministry. An Eastern current of monasticism, influenced by John Chrysostom, viewed missionary work as a legitimate activity of the monk; and, as we shall see, many Western monks shared this conviction. Nevertheless, missionary activity did not become an integral part of monasticism. Even after most monks became priests, they considered their vocation to lie within the monastery where they could contemplate and dedicate themselves to the service of God. Since the clergy did not embrace the religious life, with the ex-ception of those of Eusebius of Vercelli and Augustine of Hippo, the ministerial element remained generally absent from the religious life until the development of the canons regular. In itself the life of the monks was exclusively contemplative. "Tradition assigns no other end to the life of a monk than to 'seek God' or 'to live for God alone,' an ideal that can be attained only by life of penance and .prayer. The first and fundamental manifestation of such a vocation is a real separation from the world." Yet in the thinking of the monks and of the friars, who integrated apostolic activity into the religious life, their prayer, contemplation, and example were mighty forces working for the upbuilding of the Body of Christ. Foundation o[ Monasticism Though other Scriptural elements contributed to the origin of monasticism, the concept of the Apostolic life was the decisive force. This truth has been demon-strated by historians who have been studying this point for over half a century; it has recently been dis-cussed scripturally by Heinz Schiirmann, professor of New Testament exegesis at Erfurt. The historians show how the life of the Apostles and the primitive Christians influenced the origins and growth of monasticism; Schiirmann makes clear that the constitutive elements of the religious life were taught to and demanded of the Apostles by Christ. Religious life is rooted in the key Biblical texts that record the calling and formation of the Apostles. These passages determine the character of the Apostolic office and the relationship of the Apostles to Jesus. They are to be with Him, listen to Him, and follow Him. His call is rigorous and imperious. He demands commitment without reserve. Negatively, this requires a complete break with one's previous life: family, wife, home, and oc-cupation; positively, it establishes the Apostles in a state of total availability. Abandoning their possessions, their means of livelihood and, like the lily and raven, trusting completely in divine providence, they follow Christ, + ÷ ÷ Religious Orders VOLUME 28, 1969 9]] W. A. Hinnebusch, 0~. REVIEW FOR RELIGIOUS 912 putting themselves in a student-teacher, servant-master relationship to Him. All .the features of their new life with Him are already conveyed in brief in Mark's ac-count of their call: And going up a mountain, he called to him men of his own choosing, and they came to him. And he appointed twelve that they might be with him and that he might send them forth to preach (3:13-5). In this text, too, we find the first s~atement of the contemplative and apostolic elements that reappear in the religious life. They are "to be with him." Here is the contemplative element. They are "with him," devoting themselves to the "one thing necessary"--listening to His word. Yet in hearing and learning .they are made ready so "that he might send them forth to preach." As Schiirmann summarizes it: First they hear and learn, then they teach and act: "Preaching isonly one part of their life and its follows from the other." The Apostles enter irrevocably into a community of life with Jesus. They share His life and destiny: eat with Him, walk the dusty roads with Him, serve the people with Him, undergo His trials, conflicts, persecu-tions. They must be ready to hate and even to lose their lives for His sake. He wants total obedience, one based on their "faith in Him who calls and proposes the word of God in an entirely unique fashion. Their following of Christ becomes understandable only as a permanent state of profession of faith., fit] opens up a new pos-sibility of existence, a new manner of being-in-the-world, a new 'state' of life." Though the Apostles take no vows, their life is that of the three counsels. Christ imposes no greater moral de-mands on them than on all the other believers, but they alone live this close community life with Him. Not all who declare for Christ are chosen by Him to follow Him in this intimate, permanent way. Obviously Mary, Martha, and Lazarus do not. Others asked to be ad-mitted into the group of disciples but were not accepted. Mark (5:18-19) describes one case: As Jesus was getting into the boat, the man who had been afflicted by the devil began to entreat him that he might re-main with him. And he did not allow him, but said to him, "Go home to thy relatives, and tell them all that the Lord has done for thee, and how he has had mercy on thee." (See also Mt 11:28, Mk 3:35, Lk 12:8-9, 10:38-42, 9:61-2.) Being with Christ constantly, hearing His word, com-pletely obedient to His wishes, separated from family, home, and occupation, the Apostles enter a new form of existence that signifies. The prime purpose of their spe-cialized following is to declare themselves openly for Him, so that all might come to believe in Him. In a strikingly visible way their intimate following pro-claims to the Jewish world that the one thing necessary is to hear the word of Christ and to keep it. Their visi-ble, stable following becomes a sign to the world. Only after they have made this permanent commitment are they sent out to preach and to act. At every step in monastic history, whether in its ori-gins, renewals, or creation of new forms, the Apostolic life taught by Christ to the Twelve, and by them to the primitive Christian community of Jerusalem, was the leading and most powerful influence. The Gospel texts and those in the Acts of the Apostles that describe the primitive community were decisive in creating the con-cept of monasticism and in fashioning its life and usages. In the Jerusalem community we find fraternal unanim-ity, common ownership of possessions, fidelity to the teachings of Christ, common public prayer, intense pri-vate prayer. The following passages embody all these features: Now the multitude of the believers were of one heart and soul, and not one of them said anything he possessed was his own, but they had all things in common (Acts 4:32). And they continued steadfastly in the teaching of the apostles, and in the communion of the breaking of bread and in the prayers. And all who believed were together and held all things in common. And continuing daily with one accord in the temple, and breaking bread in. their houses, they took their food with gladness and simplicity of heart, praising God and being in favor with all people (Acts 2:42-7; see also 1:14, 3:1, 6:4,34; Mt 10:gff). The ministry of the word, evangelical preaching of salvation, was c~irried out by the Apostles (Mk 6:6-13; Acts 6:4), a mission that entailed indefatigable journey-ing (Mt 10:7if; Mk 6:6-13; Acts 6:4). Only the pre-dominately lay character of early monasticism delayed the full realization of the ministerial mendicant orders. For centuries monks examined and lovingly scruti-nized the texts. The power that they exercised over monastic founders is illustrated by the passage where Athanasius describes the origin of Antony's vocation in his Life of Antony: As he was walking along on his way to Church, he col-lected his thoughts and reflected how the Apostles left every-thing and followed the Savior; also how the people in Acts sold what they had and laid it at the feet of the Apostles for distribution among the needy; and what great hope is laid up in Heaven for such as these. With these thoughts in his mind he entered the church. And it so happened that the Gospel was being read at that moment and he heard the passage in which the Lord says to the rich man: "If thou wilt be perfect, ¯ go sell all that thou hast, and give it to the poor; and come, follow me and thou shalt have treasures in heaven," 4- 4- Religious Orders VOLUME 28~ 1969 W. A. Hinnebusch, O.P. REVIEW FOR RELIGIOUS As though God had been speaking directly to him, An-tony left the church, sold what he had, gave it to the poor, and went into the desert. During subsequent centuries the Scriptures lost none of their influence over monasticism. The Apostolic texts led to much more than the abandonment of riches and fleeing the world; they provided a complete program of life in community. Explaining the origins of monasti-cism about 1122 A.D., Abbot William of Saint-Thierry shows how the meditation of hundreds of years had sys-tematized the Scriptural influence: We come to this spiritual sbciety of which the Apostle Paul spoke to the Philippians (2:1-5; 3:17) in praise of the regular discipline and of the sublime joy of brothers living together in unanimity. To do justice to this discipline it is necessary to return to its beginning in the time of the Apostles, since it was the Apostles themselves who instituted it as their own way of life, according to the teaching of the Lord. Unless it was the grace of the Holy Spirit which gave them power from above to live together in such a way that all would have but one heart and one soul, so that everything would be held in common, and all would be continually in the temple in a spirit of harmony. Animated by a great !ove for this form of life instituted by the Apostles, certain men wished no longer to have any other house or any other lodging than the hbuse of God, the house of prayer. All that they did they did according to a common program, under a common rule. In the name of the Lord they lived together, possessing nothing of their own, not even their bodily strength, nor were they even masters of their own will. They lay down to sleep at the same time, they rose up together, they prayed, they sang Psalms, they studied together. They showed the fixed and changeless will of being obedient to their superiors and of being entirely submissive to them. They kept their needs to a minimum and lived with very little; they had poor clothes, a mean diet, and limited everything according to a very precise rule. Influence o[ Cassian Soon after Antony went into the desert, the influence of the Scriptures on monastic origins was enhanced by a misconception of Eusebius and Jerome, who mistakenly believed that the Apostolic life of the primitive Jerusa-lem community was followed in Alexandria, Rome, and other centers. Writing a century later, Cassian developed this misconception and found in it th~ explanation of the rise of monasticism: The conversion of the Gentiles forced an abandonment of the Apostolic way by the ma-jority of Christians, even by the clergy. More zealous souls refused to give it up and founded communities to perpetuate it. This theory was very fruitful in its effects when it was coupled with the example of Antony and Pachomius, the founder of the cenobitic life, who were inspired by the Scriptures alone. This fusion constituted a powerful op- erative force in the development of monasticism for many centuries. Scarcely any monastic 'author was read so continuously as Cassian. As late as the thirteenth cen-tury, St. Dominic was reading his Conferences. Con-stantly read and reread, Cassian's books [ashioned the medieval--and our ownnmonastic life. The Holy Spirit at Work in the Church The truth underlying Cassian's error is the almost simultaneous appearance of the religious life everywhere that the Church took root. The origin of the monastic life was a spontaneous manifestation of the Holy Spirit impelling Christians to live the life of the counsels taught by Jesus. Antony was merely the first to emerge, thanks to Athanasius, from the anonymity that conceals the virgins, celibates, and ascetics who preceded him. The impetus of the Spirit is seen particularly in the early acceptance of the virginal life by both men and women as a prime means of following the Master. From the end of the first century there are references to ascetics who lived continently "in honor of the flesh of Christ." After the third century virgins were looked upon as "the most illustrious portion of the flock of Christ" and were considered the spouses of Christ. Perfect continence, to-gether with voluntary poverty and austerity of life, was a constitutive element of the ascetical life that began to develop in the second century. Though these ascetics lived in their homes, sometimes holy women, widows, and virgins formed small communities that were marked by considerable personal freedom. The general reverence of the Church for chastity when Antony became a hermit about 300 A.D. accounts in large measure for the immediate wide diffusion of the eremitic and cenobitic forms of monasticism throughout the Christian world. The dynamic power of the Holy Spirit has been con-stantly operative during the history of the religious life. Here again there is a link with the early community of Jerusalem. These Christians, as we find their record in Acts, were very conscious of the action of the Spirit in their lives and apostolic works. Theirs was a life lived in the ~lan of the Spirit, as Vicaire remarks. ImmediateIy after describing the primitive community, the Acts of the Apostles goes on to say: "And great grace was upon them all" (4:33). This grace made itself visible even by miracles: "And many wonders and signs were done through the apostles" (2:43). When William of Saint-Thierry, whom I quoted a few pages back, described monastic origins, he manifested the awareness the monks had that the charismatic power of the Spirit was at work among them. In William's think-ing it was the "grace of the Holy Spirit which gave [the ÷ ÷ 4. Religious Orders VOLUME 28, 1969 W. A o Hinnebusch~ O.P. REVIEW FOR RELIGIOUS Apostles] power from above to live together in such a way that all would have but one heart and one soul, so that everything would be held in common . '~ Cen-turies before, Gregory the Great, writing his Dialogues within fifty years of the death of Benedict, described the great patriarch of Western monasticism as the ideal "man of God," the spiritual father who was entirely under the guidance of the Holy Spirit. The attention paid to the miracles worked by the founders and great figtires of monastic history is not merely a thoughtless emphasis on the secondary but was motivated by. the belief that the true monk, living in community, possesses an extraordinary grace for radiat-ing sanctity and contributing to the upbuilding of the B6dy of Christ. He can even receive from the Spirit the power of working miracles. The present-day interest in the charismatic character of the religious life and the charismatic founders is a legitimate, more explicit, recognition of the power of the Spirit working through all the years of monastic history. His role in the religious life deserves more attention and should awaken in us a great hope in the future of the religious life. Antony the Hermit Monasticism entered the pages of history close to the year 300 A.D. when Antony, the great hermit, gave away his possessions and retired to the Egyptian desert. The holiness and ordered discipline of his life, characterized by solitary contemplation and a severe but lofty and well-balanced asceticism soon brought other hermits to him for direction. Great colonies of solitaries arose under Antony's direction, especially at Pispir, where he lived, and at Nitria and Scete. These disciples lived alone like their master. Antony found so many imitators because of his moral greatness at a time of growing wickedness in the contemporary world. When Constantine ended the per-secutions and began to favor Christianity, the consequent lowering of the moral level of Christian life stimulated the development of a powerful ascetical movement, in-spired by the Gospels, on the ~ringes of the populated world. Antony became the model of the movement, especially after the appearance of his Life, written by Athanasius in 357 A.D., a year after Antony died. Gre-gory of Nazianzen called it "a rule of monastic life in the form of a narrative." Athanasius, who had known Antony personally and had seen him often, considered "the life of Antony an ideal pattern of the ascetical life." He intended to hold up Antony as the exemplar of the consecrated life and induce his readers to imitate what they saw. The work enjoyed a~tonishing success and was shortly translated into various languages. Antony, earnestly desiring to die the death of a martyr, went to Alexandria in 311 A.D., when the persecution of Maximin Daja broke out, to minister to the confessors in the mines and prisons, not thinking it justified to turn himself over to the authorities. When his hopes were dis-appointed, Antony returned to his desert cell where "he was a daily martyr to his conscience, ever fighting the battles of the faith. For he practiced a zealous and more intense ascetic life." With this short passage Athanasius enriched monasticism at its very birth with a positive view of asceticism and the renunciations involved in the life of the counsels. Antony's life in the desert was a substitute martyrdom and the monk the successor to the . martyr, a concept that remains alive to this day. Pachomius the Cenobite The weakness of the ei:emitical life lay in the minimal opportunity for practicing charity. Pachomius remedied this defect when he formed a genuine fellowship based on the communal charity inherent in Christianity. He composed the first monastic Rule, in it establishing the economic and spiritual bases for the common life and providing for community government. A younger con-temporary of Antony, Pachomius first served an appren-ticeship under the hermit Palaemon. Then about the year 320 A.D. he established a monastery at Tabennisi on the right bank of the Nile. Other monasteries soon followed, so that when he died, nine for men and two for women were under his guidance. These foundations were large settlements of monks who were organized into smaller groups according to the kind of agricultural work they did or the crafts they practiced. They lived a disciplined life, practiced individual poverty and de-tachment in essential matters, supported themselves by remunerative work, gathered for prayers morning and evening, and observed the three counsels, though they took no vows. Numerous biographies testify to the esteem in which Pachomius was held and the extent of his in- ~uence. Basil the Great The eremitical and cenobitic types of monasticism spread quickly both in East and West. Basil the Great, who benefited from the experience of the previous half century bf monastic experience, became the lawgiver of Eastern monasticism when he wrote his Longer R
Food, water, and shelter, as fundamental components of human existence are no less critical in an aviation unit than the number of enemies shot down, as a combat force can be made or broken over necessities. During World War II, Russian pilots returned to bases where food and housing were not to be taken for granted, and free time was dictated by forces largely outside their control. The overall living conditions of Russian pilots during the war were varied, unpredictable, and improvised. ; Winner of the 2020 Friends of the Kreitzberg Library Award for Outstanding Research in the Junior Arts/Humanities category. ; Borscht, Barracks, and Bears: How Russian Pilots Lived in WWII Sarah Clark HI 355: WW2 Colloquium Phase 3 Word Count: 3,307 December 6, 2019 Clark-Borscht, Barracks, and Bears-page 1 Introduction What were the living conditions of Russian pilots in WWII? Food, water, and shelter, as fundamental components of human existence are no less critical in an aviation unit than the number of enemies shot down, as a combat force can be made or broken over necessities. During World War II, Russian pilots returned to bases where food and housing were not to be taken for granted, and free time was dictated by forces largely outside their control. The overall living conditions of Russian pilots during the war were varied, unpredictable, and improvised. When the war began, pilots unused to wartime conditions had to adapt quickly to their new conditions. One pilot recalled: the sun was baking hot on the street. I walked slowly towards the airfield and came up to the dispersal area. It was like a disturbed anthill. They were repairing the old shelters. Here and there they were digging new ones. They assigned the headquarters dug-out for the use of the staff. Fyodorov and Godunov decided to use an enormous plywood container in which, at one time, an aircraft had arrived from the factory in parts…We had supper –field rations, as if we were at the front—and spent the night in the dug-out. Tired after the day's work and even more so after the previous sleepless night, everyone soon dropped off. Of course, after comfortable quarters, snow-white sheets and a soft bed, it is not cosy to sleep on a plank bed; but aircrew get used to anything.1 Food Sources Throughout the war, sources of food varied, but the three most common were rations, villagers, and American Lend-Lease food. Rations were the primary source of food for Russian pilots. The military had its own rationing system, separate from and prioritized above the civilian system.2 At first, most foods were produced and distributed by state associated farms and collectives. Throughout the war, more and more initiative was given to peasants to make food production a private enterprise to increase production and reduce the burden on state-owned 1 Kaberov, Swastika in the Gunsight, 5. 2 Ganson, "Food Supply," 78. Clark-Borscht, Barracks, and Bears-page 2 sources.3 Typical rations for the Russian armed forces consisted of a simple breakfast of porridge known as kasha, a type of soup called borscht for lunch, and bread with pickles or cucumbers for dinner, and for aviators 100 grams of vodka after combat missions.4 In general, variety and items such as meat, fat, and fresh fruits and vegetables were hard to come by. Throughout the war, Russians both were allocated and received fewer daily calories than the soldiers of several other countries. In early 1941, Russian infantrymen were allocated 2,954 calories a day, which was increased to 3,450 in September.5 Members of active flying units were supposed to receive 4,712.6 Compared to other Allied nations, this basic allowance was low. For instance, the United States allocated 4,748 calories for front-line soldiers, and Britain allocated 5,300 for soldiers fighting in cold weather.7 Despite official instructions, it was common for Russians to receive less than their daily allotted calories, placing them even farther below their Allied comrades. Pilots overcame the lack of food and added variety by trading with nearby villagers if based near or in a village. There are multiple accounts of pilots and technicians going into towns to exchange unused items such as underwear or more common items such as "tobacco, cigarettes, bread, and sugar for milk, sour cream, eggs, and butter and sometimes meat."8 Exchanges could be a one-time or reoccurring transaction. For instance, while in Romania, one squadron member paid a Romanian for a daily supply of ten eggs.9 However, making deals with the locals was not always favored by senior officers, as squadron members were arrested and 3 Moskoff, "The First Priority," 126; Ganson, "Food Supply," 75-76. 4 Collingham, "Fighting on Empty," 319. 5 Collingham, "Fighting on Empty." 319. 6 Moskoff, "The First Priority," 127. 7 Collingham, "Out of Depression," 434; Collingham, "Fighting on Empty," 319. 8 Noggle, A Dance with Death, 145, 186. 9 Mariinskiy, Airacobra, 142. Clark-Borscht, Barracks, and Bears-page 3 imprisoned in some units.10 Yet, the prevalence of such transactions illustrates the desperation for sufficient and adequate food. Pilots not only traded with villagers and peasants, but they also took advantage of their surroundings. They scavenged through the remains of old villages, especially on the way towards Berlin in 1944 and 1945.11 One of the most common items searched for was alcohol. For instance, one fighter pilot, heading towards Berlin, recalled that "in the deserted workshops of the sugar mill the omnipresent procurement officers…found tanks of spirits."12 In other locations, where natural resources such as rivers were more abundant, pilots occasionally resorted to fishing to provide fresh meat in desperate times, when the food supplied in the mess hall was either meager or nonexistent.13 Another way variety was increased was through the introduction of American Lend- Lease items, especially in 1943 and after. For instance, dairy items from America like dried eggs and milk powder, hard to come by in Russia, supplemented protein and fat intake, and packaged meats such as Spam were a welcome respite from dried fish.14 To show this one pilot reported that "American food, it was a feast—canned meat, dried eggs, canned milk."15 While American food was only a tiny sliver of what the air forces ate during the war, it certainly provided a respite from the standard fare. 10 Noggle, A Dance with Death, 145. 11 I Remember, "Airmen: Ivan Konovalov," https://iremember.ru/en/memoirs/airmen/ivan-konovalov/ [accessed 14 October 2019]. 12 Kramarenko, Combat over the Eastern Front, 77-78. 13 Timofeyeva-Yegorova, Red Sky Black Death, 114. 14 Collingham, "Fighting on Empty," 340; I Remember, "Airmen: Kolyadin Victor Ivanovich," https://iremember.ru/en/memoirs/airmen/ kolyadin-victor-ivanovich/ [accessed 14 October 2019]. 15 Pennington, Wings, Women, and War, 119. Clark-Borscht, Barracks, and Bears-page 4 Factors that Affected Food Squadron location, when correlated with timeframe, was one of the most significant factors affecting food availability and type, including geographic location, distance relative to frontlines, and proximity to inhabited villages. Geographic location was significant because Russia is a massive country, and front lines stretched for hundreds of miles. Food supplies were inadequate to begin with, and the distribution system was incomplete and inefficient. These issues were only compounded by the rapidly advancing German forces during Operation Barbarossa.16 Not every unit received equal amounts of food, and food reserves were not in place, especially at the beginning, resulting in troops at the front and rear being shorted.17 To show the variation, one fighter pilot, who spent some time near the front lines at Smolensk, wrote "I'm still amazed that—whether advancing or retreating—we were always well supplied with food."18 Conversely, other pilots reported periodic food shortages lasting several days near front lines.19 Therefore food availability varied greatly from one unit to the next. Distance from the front impacted food supply because it affected the ability of food to reach airfields. At the beginning of the war, food shortages were common in contested areas, such as the North Caucasus and Ukraine.20 Plus, reserves were either too far away or not built up enough to sustain prolonged shortages.21 During German advances supplies were not always able to be delivered, causing aircrews to survive on what meager items they had stockpiled.22 Other 16 Moskoff, "The First Priority," 113. 17 Moskoff, "The First Priority," 115. 18 Drabkin, Barbarossa, 85. 19 Noggle, A Dance with Death, 186. 20 Pennington, Wings, Women, and War, 79. 21 Moskoff, "The First Priority," 115. 22 Noggle, A Dance with Death, 186; Pennington, Wings, Women, and War, 79. Clark-Borscht, Barracks, and Bears-page 5 times, aircrews were forced to pick up supplies with their aircraft because the ground vehicles were unable to reach their airfields.23 The type of action an air unit was supporting, such as a retreat or an advance, also affected their food supply. When a regiment formally moved to a new airfield in preparation for an operation, and if time allowed, the airfield would be prepped by a service battalion consisting of combat support and maintenance personnel, who stocked up supplies and prepared the housing and airfield facilities for the arrival of the unit.24 Thorough preparation resulted in efficiency and ease of movement. However, when movement to a new airfield was either hastily planned or unplanned as a result of an unexpected retreat, there was no preparation, resulting in the opposite effect: no supplies. For instance, while retreating in 1942, one pilot wrote that upon reaching the assigned base they "found nothing there—no staff, no mess hall, no fuel" because the ground support had been unable to reach the base in time to prepare it.25 However, the unit in that scenario ended up being fed by a woman from a local village, illustrating the last essential component of location: proximity to an inhabited area.26 Airfields were frequently built near villages. Consequently, instead of official housing, pilots would be billeted with the town residents. Occasionally villagers had items unavailable to military members, such as fresh vegetables from their gardens or dairy products, such as milk. 27 One last factor to consider in analyzing food supply is unit type: bombers versus fighters. Food for both types of units was dreary and monotonous with occasional highlights of canned 23 Noggle, A Dance with Death, 67. 24 Bessette, "Soviet Military Transportation Aviation," 196. 25 Timofeyeva-Yegorova, Red Sky Black Death, 108. 26 Timofeyeva-Yegorova, Red Sky Black Death, 108. 27 Timofeyeva-Yegorova, Red Sky Black Death, 85, 176. Clark-Borscht, Barracks, and Bears-page 6 American food, items gained from the locals, or the rationed chocolate and Coca-Cola.28 For instance, in 1942, one bomber pilot reported eating brown bread, a lot of cereal, and in the fall-potatoes, while another bomber pilot reported eating a breakfast of gruel, bread, butter, and tea the following year.29 Fighter pilots reported similar types of food including soup, tea, and bread.30 Overall, food was more affected by location, type of action, and timeframe than type of unit because units across all aircraft types experienced times of relative abundance and shortage, based on locational and situational factors. Housing Housing was also based on location and situation. The spectrum ranged from sleeping in and under aircraft using tarps and covers as blankets to large houses in nearby villages, and later even villas. Pilots were usually billeted separately from the enlisted technicians. Commonly, the technicians were kept closer to the aircraft in dugouts, huts, or trenches, so that they were quickly accessible and ready for action, while it was more common for pilots to live outside the airfield. However, there were times when pilots and technicians lived together, such as one tail gunner who lived in the same local home as her pilot.31 Housing Situations One of the main differences in airfield accommodations was the age of the airfield. New airfields were usually less developed because they were formed during war when a base was needed during a rapid advance or unplanned retreat. Hasty quarters usually consisted of dugouts built into the ground, sometimes made by female workers from nearby cities, such as 28 I Remember, "Airmen: Kolyadin Victor Ivanovich," https://iremember.ru/en/memoirs/airmen/ kolyadin-victor-ivanovich/ [accessed 14 October 2019]. 29 I Remember. "Airmen: Kolyadin Victor Ivanovich," https://iremember.ru/en/memoirs/airmen/ kolyadin-victor-ivanovich/ [accessed 14 October 2019]; I Remember, "Airmen: Ivan Konovalov," https://iremember.ru /en/memoirs/airmen/ivankonovalov/ [accessed 14 October 2019]. 30 Kramarenko, Combat over the Eastern Front, 78. 31 Timofeyeva-Yegorova, Red Sky Black Death, 176. Clark-Borscht, Barracks, and Bears-page 7 Leningrad.32 Pilots also lived in trenches or around the aircraft until more permanent quarters could be made.33 Again, there were exceptions. New airfields were better prepared when movements were planned well in advance, and airfield service battalions were available to go to the airfield first and prepare it for the unit, which included billeting arrangements.34 Conversely, older airfields, many of which had been training schools or air bases before the war, already had a developed infrastructure. They had permanent quarters or at least buildings that could be readily turned into barracks. For instance, one pilot recalled living in an old school building on an airfield that had been a training school two years before the war.35 Even in 1944, when the Russians refitted three Ukrainian air bases for the Americans, they refitted an artillery barracks and school buildings for the Americans to live in.36 Also, as the Russians moved east in 1944 and 1945 they utilized barracks on former German airfields. If housing was not available on the airfield, pilots were billeted in the homes of villagers or other available buildings, within several miles of the airfield. Even within the homes there was a lot of variation. Usually the home's residents still lived there, and one of two scenarios occurred: either a couple or as many as possible pilots would be billeted there. For example, one pilot recalls that "the overcrowding was horrendous, but room was found for me. In a crooked hut…having delicately pushed the hostess to the oven in her kitchen."37 Houses could become crowded and uncomfortable when pilots, other officers, and non-maintenance personnel, were forced to live together. Alternatively, other pilots were billeted alone and given a lot of space and 32 Kaberov, Swastika in the Gunsight, 91. 33 Timofeyeva-Yegorova, Red Sky Black Death, 106. 34 Bessette, "Soviet Military Transportation Aviation," 196. 35 Reshetnikov, Bomber Pilot on the Eastern Front, 33. 36 Plokhy, Forgotten Bastards, 35. 37 Reshetnikov, Bomber Pilot on the Eastern Front, 138. Clark-Borscht, Barracks, and Bears-page 8 relatively nice accommodations. Also, nearby villages were occasionally abandoned, resulting in pilots living in vacant homes.38 Overall, village billeting was varied. Uncontrollable Factors Another variable that should not be overlooked is the effect of the war on housing options. Barracks and dugouts were not immune to German air raids. When permanent buildings or dugouts were destroyed, pilots slept in hastily rebuilt dugouts or under the aircraft. Combat readiness also dictated how close aircrews slept to their aircraft because if a raid was expected, pilots needed to be ready to defend their airfield at a moment's notice.39 Bombings, when the signal of a German advance, also contributed to units moving from new bases and having to find new quarters altogether. Other times, the housing at a new base was inhabitable. For instance, one mechanic wrote that "all of the habitable dwellings nearby were mined by the Germans, so we had to live under the wings of our aircraft."40 Therefore, stable and safe housing was not to be taken for granted in combat conditions. Weather also played devil's advocate with housing. Mud, rain, and snow are all part of life in Russia and had devastating effects on airfield usage and quality of life inside aircrew quarters. During the rainy season, dugouts were flooded with inches to feet of water, either forcing pilots to pump the water out in colder seasons or live under the aircraft in warmer weather.41 Snow, on the other hand, made its way into primitive buildings in the form of ice. Escaping the cold was impossible. Changes in weather patterns and the beginning of colder seasons also resulted in insect and animal infestations, such as fleas, rats, and mosquitos. One rat 38 Kramarenko, Combat over the Eastern Front, 26. 39 Tomofeyeva-Yegorova, Black Sky Red Death, 106. 40 Noggle, A Dance with Death, 151. 41 Noggle, A Dance with Death, 110, 173. Clark-Borscht, Barracks, and Bears-page 9 infestation was so bad a pilot remarked that "they were routinely crushed under people's feet."42 Overall, weather was just one more variable that made housing unpredictable. Commodities Not only was housing itself varied and often improvised, but commodities nowadays taken for granted were as well. Most of what the pilots had for furniture, light, and linens were makeshift. Oil drums and shell casings were used as crude lamps and stoves. Any available material was burned in those stoves, including used bomb fuse-boxes.43 Beds, tables, and any other furniture were typically cobbled together from planks, wood scraps, straw, and aircraft covers. Pillows were stuffed with everything from weeds to straw. Again, there were exceptions, especially later in the war, when air units took over German airfields or lived in residences currently or previously owned by the wealthy. For example, one pilot wrote that his unit was "billeted for a rest in some factory-owner's villa…on soft feather beds," and remarked that "the conqueror's position has its advantages."44 Overall though, pilots did not live in luxury. They made what they needed from what was available. Personal Free Time The small amount of free time in between tasking, or during rough weather, helped the pilots let loose and mentally cope with being in combat. On a personal level, people kept busy with what was available. Those who had books read them and then shared them, which led to book discussions.45 Games requiring little space, such as dominos, chess, and cards were played; although, some commands forbade cardplaying, calling it bourgeois.46 People who were musically gifted and carried their instrument, such as a guitar or accordion, around would play 42 Pennington, Wings, Women, and War, 116. 43 Noggle, A Dance with Death, 124. 44 Kramarenko, Combat over the Eastern Front, 73. 45 Reshetnikov, Bomber Pilot on the Eastern Front, 138. 46 Drabkin, Barbarossa, 42. Clark-Borscht, Barracks, and Bears-page 10 for their fellow airmen. Some of the women would knit, embroider, or sew new pairs of silk underwear. And everyone looked forward to letters from home, especially when the Germans occupied territory where their loved ones lived. For instance, one pilot wrote that when she received the first letter from her mother, five months into the war, she "felt such relief! All these months I had worried about my family, whether they were suffering somewhere under German occupation."47 Pilots were desperate for news about the wellbeing and whereabouts of relatives and friends. Unit Free Time Beyond the personal level, units organized events amongst themselves. Some had a newsletter that members would write in and distribute amongst the unit.48 Usually those had a political overtone. Nevertheless, they were an opportunity for people to use skills other than flying, such as creative writing, journalism, and drawing. Activities such as talent shows and performances were also organized, including events such as formal readings, performance of plays or sketches, and solo acts. For example, one squadron had the only Gypsy to fly for Russia in the war, who performed dances of his culture, until he died in combat.49 Parties and dances were also held, especially in some of the female units, to celebrate successful missions with dancing and singing.50 Celebrations were an outlet for the emotion created by the stresses of combat and unpredictable living conditions. Occasionally if located near a larger city, such as Leningrad, and if tasking allowed, pilots were able to partake in urban activities, such as movies, concerts, and dance classes. At times, events were formally organized by unit commanders to increase morale and let their 47 Timofeyeva-Yegorova, Red Sky Black Death, 81. 48 Kaberov, Swastika in the Gunsight, 6. 49 Kramarenko, Combat over the Eastern Front, 61. 50 Noggle, A Dance with Death, 71 . Clark-Borscht, Barracks, and Bears-page 11 personnel get away from the humdrum of front-line duties, while other times, attending a movie or performance was not command mandated. For instance, one corps commander gave circus tickets to his officers and ordered them to go on a night when no flights were scheduled.51 While in a different squadron a group of pilots was invited to a musical premiere in Leningrad while the city was being barraged by the Germans.52 Not only did pilots seek out entertainment, but entertainment sought them out, in the form of traveling performers, artists, and mobile theaters that traveled throughout the eastern front, providing performances for units unable to go to a city or populated area. Relationships Beyond mere activities, relationships were another way to pass the time. Wedding ceremonies were a change from the more frequent funeral ceremonies. Pilots married either pilots from other commands or members of various service battalions. To illustrate the difference between a funeral and wedding, an airman wrote, "the regiment personnel celebrated a festive and memorable event. And it had nothing to do with war, blood, or death. It was quite the opposite of a funeral."53 Joyous occasions were a welcome relief from the cruel ways of combat. Relationships were unavoidable in squadrons where technicians and combat support staff were frequently female. Even in units with only female pilots, relationships were not uncommon with male members of the same or other units. There was one female pilot, for example, whose former commanding officer proposed after the war ended.54 Relationships were crucial in motivating pilots to return from every flight and survive the war, while also serving to satisfy the soft side of human existence. 51 Reshetnikov, Bomber Pilot on the Eastern Front, 157. 52 Kaberov, Swastika in the Gunsight, 178. 53 Antipov & Utkin, Dragons on Bird Wings, 75. 54 Timofeyeva-Yegorova, Red Sky Black Death, 201. Clark-Borscht, Barracks, and Bears-page 12 However, humans were not the only ones to fulfill this need for affection, as pets were not forbidden. Often, stray dogs or cats were picked up when a unit passed by an abandoned area. They were either adopted by a whole unit or individuals, as was the case with the Gypsy and his dog, Jack.55 However, there were other scenarios, where a pet would be left behind by higher-ups who briefly visited the unit. For example, Alexander Novikov, then Air Force supreme commander, left behind a bear cub he had been given. At the squadron, the small cub ate and slept with the men, which became difficult as she grew. In the end, she was killed by outsiders, and the air unit refused to eat her.56 While an unusual scenario, it still shows the connections unit members made with animals that ended up in their possession. Focusing on caring for a pet was a needed distraction. Conclusion During World War II, the men and women in the Russian air forces lived an unpredictable life, dictated by the whims of combat. Food would be available one day and not the next. Moving from base to base increased unpredictability, as not all locations were supplied equally, especially when close to combat or advancing German forces. Air force units stretched from Leningrad to Ukraine, which strained the initially inadequate supply system. Time was not always available for building new housing, resulting in external billeting and quickly-built dugouts. Improvisation was the name of the game, as the pilots had to make do with the food, materials, and housing they could scavenge or trade for. Pilots with imagination and creativity were able to create a home away from home that at least met the bare minimum of their needs, despite limited free time to decompress and get away from combat stressors. 55 Kramarenko, Combat over the Eastern Front, 61. 56 Kramarenko, Combat over the Eastern Front, 69. Clark-Borscht, Barracks, and Bears-page 13 Research Question: What were the living conditions of Russian pilots in WWII?Outline 1. Introduction 1.1. Research question 1.2. Idea of the variability, range of living conditions 2. Living Conditions 2.1. Food 2.1.1. Food sources 2.1.1.1. Rations 2.1.1.1.1. Calorie comparison 2.1.1.2. Local sources 2.1.1.3. American food 2.1.2. Factors affecting food 2.1.2.1. Location 2.1.2.1.1. Timeframe 2.1.2.1.2. Movement type 2.1.2.1.3. Billeting 2.1.2.2. Unit type 2.2. Housing 2.2.1. Introduction 2.2.2. Housing Situations 2.2.2.1. New Airfields 2.2.2.2. Old Airfields 2.2.2.3. Living in Villages 2.2.3. Uncontrollable Factors 2.2.3.1. Combat Conditions 2.2.3.2. Weather 2.2.4. Commodities 2.3. Free Time 2.3.1. Personal Level 2.3.1.1. Hobbies: sewing, knitting, poetry, music 2.3.1.2. Letters from home 2.3.2. Unit Level Activities 2.3.2.1. Newspapers, performances 2.3.2.2. Nearby towns 2.3.2.2.1. Leader/command initiated 2.3.3. Relationships 2.3.3.1. People 2.3.3.2. Pets 3. Conclusion Clark-Borscht, Barracks, and Bears-page 14 Bibliography Primary Sources Drabkin, Artem. Barbarossa and the Retreat to Moscow: Recollections of Fighter Pilots on the Eastern Front. South Yorkshire: Pen & Sword Books LTD, 2007. I Remember. "Airmen: Kolyadin Victor Ivanovich." https://iremember.ru/en/memoirs/airmen/ kolyadin-victor-ivanovich/ [accessed 14 October 2019]. I Remember. "Airmen: Ivan Konovalov." https://iremember.ru/en/memoirs/airmen/ivan-konovalov/ [accessed 14 October 2019]. Kaberov, Igor. Swastika in the Gunsight: Memoirs of a Russian Fighter Pilot 1941-1945. Stroud: Sutton Publishing, 1999. Kramarenko, Sergei. The Red Air Force at War: Air Combat over the Eastern Front and Korea: A Soviet Fighter Pilot Remembers. Barnsley, England: Pen & Sword Military, 2008. Mariinskiy, Evgeniy. Red Star Airacobra: Memoirs of a Soviet Fighter Ace, 1941-45. Solihull: Helion & Company, 2006. Noggle, Anne. A Dance with Death: Soviet Airwomen in World War II. College Station: Texas A&M University Press, 1994. Reshetnikov, Vasiliy. Bomber Pilot on the Eastern Front: 307 Missions Behind Enemy Lines. South Yorkshire: Pen & Sword Books LTD, 2008. Timofeyeva-Yegorova, A. Red Sky, Black Death: A Soviet Woman Pilot's Memoir of the Eastern Front. Bloomington: Slavica Publishers, 2009. Scholarly Books Pennington, Reina. Wings, Women, and War: Soviet Airwomen in World War II Combat. Modern War Studies. Lawrence: University Press of Kansas, 2001. Plokhy, Serhii. Forgotten Bastards of the Eastern Front: American Airmen Behind the Soviet Lines and the Collapse of the Grand Alliance. New York, NY: Oxford University Press, 2019. Clark-Borscht, Barracks, and Bears-page 15 Scholarly Articles Bessette, John. "Soviet Military Transport Aviation" in The Soviet Air Forces edited by Paul Murphy, 188-211. Jefferson, NC: McFarland, 1984. Collingham, Lizzie. "The Soviet Union—Fighting on Empty" in The Taste of War, 317-346. New York: Penguin Press, 2012. Collingham, Lizzie. "The United States—Out of Depression and into Abundance" in The Taste of War, 415-466. New York: Penguin Press, 2012. Ganson, Nicholas. "Food Supply, Rationing, and Living Standards" in The Soviet Union at War, 1941-1945 edited by David Stone, 69-92. South Yorkshire: Pen & Sword Books Ltd, 2010. Moskoff, William. "The First Priority: Feeding the Armed Forces" in The Bread of Affliction: The Food Supply in the USSR During World War II, 113-134. Cambridge: Cambridge University Press, 2002. Additional Sources Antipov, Vladislav, and Igor Utkin. Dragons on Bird Wings: The Combat History of the 812th Fighter Regiment. Translated by James F. Gebhardt. 1st English ed. Kitchener, ON: Aviaeology, 2006.
Many duplications. ; Numerous newspaper (?) clippings of poems, sentiments, etc., pasted on random pages. ; Consists of various pamphlets and reprints bound into 7 volumes. ; --Military drill in the public schools--The sportsman.[dup]--The mournful story of the cost of decoration with dead birds and their plumage--Some medical opinions.[dup]--The Pasteur Institute.[dup]--The anti-toxin.[dup]--To junior members, wearing the badge of the International Kindness to Animals Society ; Reasons for the organization of the International Kindness to Animals Society--Importance of humane education--Vivisection in relation to politics--A letter to children.[dup] ; v.7. Protection of animals / G. Angell, 1874--The reality of human vivisection, 1901--A bill for the regulation of scientific experiments upon human beings in the District of Columbia : S.3424 / Mr. Gallinger, 1900--Vivisection in the District of Columbia / 55th Congress, 3d session, Senate, 1899--Human vivisection, a statement and an inquiry, 3rd ed. rev., 1900--Is science advanced by deceit? / A. Leffingwell, 1900--Scientific chicanery, does it pay?, 1900--Some mistakes of scientists / A. Leffingwell, 1900--Does science need secrecy? / A. Leffingwell, 1900--For pity's sake.[dup]--Vivisection and dissection in schools--Ten rules for the treatment of animals--A plain talk.[dup]--The International Kindness to Animals Society, general circular--Some medical opinions concerning vivisection--Vaccination is the curse of childhood [2 copies]--The principal props of vivisection / P. Peabody--Abstract.[dup]--Facts about vivisection which cannot be denied--Is vivisection painful?--An appeal to every woman--Confessions of a vivisector--Light to benefit.[dup]--The feast of Bacchus / A. Walton--Experimental research versus altruism / M. Lovell, 1893--Medical opinions on vivisection--Addresses by the Reverend Washington Gladden, D.D. and the Reverend John Henry Barrows, D.D. at the twenty-third annual meeting of the American Humane Association Columbus, Ohio, October 24-26, 1899--El zoofilo venezolano, año 2, num. 13, nov. 1898 / Sociedad Protectora de los Animales--Tuberculosis in cattle--Voci autorevoli contro la vivisezione / Società di anti-vivisezone--Pasteur or Buisson? [dup]--Cosmos-philosophy.[dup]--The sportsman.[dup]--The sin of cruelty--Hereditary.[dup; 2 copies]--Compulsory vaccination, 1899--Startling accusations / A. Leffingwell, 1899--A plea for animals / B. Underwood--The poor tramp cat / Mrs. Fairchild Allen, 1900--The real sportsmen's show / J. Greene--A law to help the boys / A. Bowles, 1892 ; v.6. Amos Hunt and the steel trap / Mrs. Fairchild Allen--Vivisection and the drug delusion, 7th ed. / comp. by J. Scott, 1893--A dangerous ideal / A. Leffingwell--Does vivisection need concealment? / A. Leffingwell--Abstract of the Report on vivisection adopted by the American Humane Association Sept. 26, 1895--Professor Frog's lecture / M. Lane--A physician on vivisection / T. Parvin, 1895--Abstract.[dup]--Vivisection and the drug.[dup]--Abstract.[dup]--The vivisector at the gates of Herat / E. Preston, 1896--Shall we teach cruelty as an art? / by a physician--A key to "St. Bernard's," entitled Dying scientifically [advertising flyer]--The brutalization of childhood--The tendencies of the turf / C. Crandall, 1894--Certain other duties / G. Trumbull--Shall we teach.[dup]--Professor Frog's.[dup]--For pity's sake--Infernal intellect / G. Angell--The London Institution for Lost & Starving Cats, 1898--The craze for killing, 1895--Abstract.[dup]--About poor puss [dup]--French and English vivisection, 1890--Shall we teach.[dup]--Paul Faber, surgeon [review]--Objects and methods ; rules for members ; council / Independent Anti-Vivisection League--Our humble associates / G. Walker, 1891--Home of Rest for Horses--The stealthy advance of vivisection / E.B.--A plea for mercy / J. Craigen--The check-rein / G. Angell--Shall we teach.[dup]--A dangerous ideal [dup]--The cruel vivisector [dup]--Do the interests.[dup]--Some fruits of vivisection / E. Berdoe--Our meanest.[dup]--A physician.[dup]--Vivisection and the drug.[dup] ; Pasteur's statistics [dup]--An institute of preventive medicine at work in France, 5th ed. / F. Cobbe, 1891--A bird's-eye view of a great question / S. Trist, 1894--Physiology in our.[dup]--Do the interests.[dup]--The proposed biological .[dup]--Vivisection / G. Hoggan, 1875--Anaesthetics and vivisection--Dr. Bell Taylor.[dup]--A pathetic incident.[dup]--Mrs. Fenwick Miller on vivisection, 1894--The worst thing in the world / M. Lovell, 1895--A letter from Prof. Lawson.[dup]--Concerning vivisection / A. Leffingwell--My doctor tells me that there is very little vivisection now in England / E. Bell--My doctor tells me that Koch discovered a cure for consumption by means of experiments on living animals--My doctor tells me that the most important discoveries in medicine have been made by means of vivisection--My doctor tells me that experiments in England are only performed on animals under anaesthetics--My doctor tells me nothing about curare--For pity's sake [dup]--The restriction of vivisection / A. Leffingwell--Mr. Lawson Tait on operating for cancer of the larynx, 1892--Reply to the Century / E. Berdoe, 1891--Strain at a gnat, swallow a camel / C. Spencer, 1892--Vivisection and personal rights / M. Caird--The savagery of vivisection--Vivisection / M. Caird--The savagery.[dup]--The anti-toxin treatment of diphtheria / M. Caird--Vivisection and personal.[dup]--The sanctuary of mercy / M. Caird--Sacrifice.[dup]--Vivisection as a test-question.[dup]--The savagery.[dup]--Vivisection, an appeal to the workers / M. Caird--Vivisection [letter] / M. Caird, 1895--The anti-toxin.[dup]--Is cruelty.[dup]--Vivisection [dup] ; v.5. A letter from Prof. Lawson Tait, F.R.C.S., respecting experiments on living animals, 1892--The skylarks in an East End market / R. Rudd--Do the interests of mankind require experiments on living animals? / A. Barry, 1892--The utility, cruelty & morality of experiments upon animals / by a hospital physician--Letter from surgeon-general.[dup]--Why the vivisection act is objected to / J. Clarke, 1885--Vivisection and anaesthetics--Vivisection useless and unjustifiable / A. Astley--Extracts from two letters from Dr. George Hoggan on vivisection--Five questions to working men about vivisection--The utility, cruelty.[dup]--Five questions.[dup]--Why the vivisection act.[dup]--Extracts from two letters.[dup]--Vivisection useless.[dup]--Vivisection and anaesthetics [dup]--Lawson Tait, F.R.C.S., etc. on the discussion on vivisection at the church congress, 1892--The Inspector's report.[dup]--Our meanest crime / J. Clarke, 1892--The discussion on vivisection at the church congress / L. Tait, 1892--Do the interests of humanity require experiments on living animals? / F. Arnold, 1892--Sacrifice, noble and ignoble / M. Caird--Is cruelty for a purpose justifiable? / M. Caird--The hospitals & vivisection--Extract from "Medical education." [dup]--Light to benefit mankind--What is vivisection [dup]--Concerning human.[dup]--Mixed plumes / E. Phillips--As in a mirror / H Greene, 1898--At the annual meeting of the Church of England Society for the Promotion of Kindness to Animals. / F. Lemon, 1897--A woman's question /B. Atkinson, 1896--An egret hunter's narrative / D. Bennett, 1896--Osprey, or, egrets and aigrettes / W. Hudson, 1896--The trade in birds' feathers, 1898--Legalised torture / M. Caird--An animals' friend [dup]--What I saw at the Pasteur Institute / T. Williams, 1894--Pasteur's statistics / E. Bell--Hydrophobia, the truth about M. Pasteur's prophylactic, 3rd ed. / B. Bryan, 1895--The Pasteur Institute.[dup]--The cruel vivisector.[dup]-- ; --Sacrifice / New York State Anti-Vivisection Society--An appeal from the horses.[dup]--The churches and vivisection.[dup]--The London Buisson Institute / F. Pirkis, 1896--Cancer experiments on human beings / F. Cobbe--About poor puss [dup]--Anti-vivisection, Nov. 1897--Pasteur or Buisson, cruelty, poison, uncleanness or the pure and kindly vapor bath, which shall we follow?--Vivisection and hospital.[dup]--Additional opinions concerning vivisection--Illinois Anti-Vivisection Society [membership flyer]--The truth concerning.[dup]--The Pasteur Institute.[dup]--American vivisections [dup]--Col. Ingersoll on vivisection ; Opposed to vivisection, additional opinions of physicians and surgeons, 1890--Opinions of leading physicians and surgeons concerning vivisection--Vivisection as a method of education in American colleges and universities--Where shall our boys be educated?--The interests of humanity in connection with vivisection / W.W. ; v.4. For pity's sake / C. Taylor, 1893--Letter from Surgeon-General C.A. Gordon.to the Secretary of the London Anti-Vivisection Society--The proposed biological laboratories in Chicago / F. Cobbe--What is vivisection / P. Peabody--The fairy tales of science / F. Cobbe, 1896--Society for the Protection of Birds prospectus, 1889--An unscientific view of vivisection / W. Paget--Bishop Barry and Canon Wilberforce on the morality of vivisection, 1891--Medical experiments on human beings / Dr. Koch, 1893--Sir R.T. Reid, Attorney-General, on vivisection, 1891--Some truths about vivisection / M. Caird, 1894--The Hon. B. Coleridge, M.P., on the Inspector's report and the Brown Institution, 1888--Rt. Hon. J. Stansfeld, M.P., on experimental institutes and the Vivisection act, 1894--The hope of the universe / G. MacDonald, 1893--The Right Rev. Dr. Ridding, Bishop of Southwell, on vivisection: its inutility, immorality, and cruelty, 1893--The proposed Pasteur Institute at Chelsea Bridge / M. Caird--The Bishop of Manchester on gambling, vivisection, and covetousness / J. Moorhouse, 1891--Flaws in the act / E. Bell, 1892--Physiology in our public schools / A. Leffingwell--The extermination of birds / C. Spencer, 1897--Strange but earnest.[dup]--The poor lobster / Mrs. Fairchild-Allen--To my dog.[dup]--An animals' friend [dup]--The birds' land of altruism / J. Chase--Humane leaflet no. 3 / G. Angell--Condensed information / Massachusetts Society for the Prevention of Cruelty to Animals--Humane leaflet no. 7 / G. Angell--Anti-vivisection, various issues, 1895-1897; leaflets glued inside, mostly dup., including: Extract from a letter from J.H. Thornton.Deputy Surgeon General.to Mrs. Marion C. Jordan.1896--Vivisection as a test-question at elections / M. Caird--Anti-vivisection, Mar. 1895: leaflet: The cruel vivisector, Pasteur, of Paris / P. Peabody, 1893--Anti-vivisection, Apr. 1896: leaflet: The brutalization of childhood ; Cosmos-philosophy, a new book.by E.D. Buckner [adv. flyer]--The mournful story of the cost of decoration with dead birds and their plumage--The wearing of egret.[dup]--The great cat problem--The retribution of Spain--Facts for clergymen--For pity's sake, by Mrs. S.N Carter [adv. flyer]--Medical opinions concerning vivisection--Human vivi.[dup]--An appeal to teachers--Attention! letter to a medical scientist--Bird Day--Vivisection and hospital.[dup]--Dovetrot's.[dup--Is not kindness righteousness?--To my dog.[dup]--The anti-vivisection exhibit at the Paris Exposition--Woman's responsibility toward the animal creation / M. Lovell--Who are the ultimate victims?--The sportsman: let us go out and kill something--The retribution.[dup]--The sportsman.[dup]--The mournful story.[dup]--Cosmos-philosophy.[dup]--Mode of killing dogs by carbonous oxide gas--To thoughtful.[dup]--Protection of animals / G. Angell, 1891--The noble mission of the humane societies / D. Swing, 1886--Bands of mercy information / G. Angell, 1891--A wise fish--Is it nothing.[dup]--An appeal to teachers [2 dups]--Something for Christian.[2 dups]--Extract from "Medical education." [dup]--A neglected obligation [dup; bd. backwards]--Darkest science--The horse-clipper's.[dup]--Cruelty in stables [dup]--Which is best? [dup]--Facts for drivers [dup]--Hints on.cows [dup]--The noble mission.[dup]--An appeal to Christians on the subject of vivisection / H. Harris. ; --My lady's plumes / E. Hough--The wearing of egret plumes / M. Lovell--An appeal to every woman--Bands of mercy--Collections / J. Andrews--Vivisection / Mrs. M. Rouse--[Docking horses] ; Revising the work of God--Dovetrot's way / Mrs. Fairchild-Allen--To elevate morals: Bird Day, Animal Day / R. O'Hanlon ; Good citizens the object of schools--Expert opinion and public sentiment on check reins--The horse-clipper's costume ; The cruelty and danger of clipping horses--Which is best? Whips or brains? Cruelty or kindness?--Cruelty in stables--Facts for drivers--Vivisection of horses [dup]--Opinions of leading physicians and surgeons concerning vivisection--A few words to those.[dup]--Is it nothing to you?--Human vivi.[dup]--Concerning human vivisections / P. Peabody--Something for Christian endeavor people to think of--Extract from "Medical education." [dup]--Vivisection in the United Kingdom, 1893--The wearing of egret plumes [abr.] / M. Lovell--A ministerial oversight--Cruelties of seal killing / W. Gavitt--A neglect of ministers and Sunday school teachers--A neglected obligation--Hints on the care of cows--Early lessons in kindness or cruelty / A. Fogg--Kindness to animals Sundays--An appeal from the horses to their owners and drivers--Supplement to Anti-vivisection: an exposition of vivisection / S. Thomas--The reasons that have led to the demand for the total prohibition (instead of the restriction) of vivisection--The black art, 1892--The reasons that have led.[dup]--The black art [dup]--Cruelty in stables [dup]--Kindness to animals Sundays [dup]--An appeal to teachers--Nature study, Bird Day, Animal Day / R. O'Hanlon ; Good citizens the object of schools--A burning question--Vivisection and hospital.[dup]--Medical opinions on vivisection---Vivisection of horses [dup]--The New England Anti-Vivisection Society, 1898--Hereditary cruelty ; The degredation and retribution of Spain--Collections [dup]--Human vivisection [dup]-- ; Dates of the principal events connected with the anti-vivisection movement, [1883?]--Dr. Bilde.[dup]--The Rev. H.R. Haweis as an anti-vivisectionist, 1887--The lady of Greynton Grange / B. Channing, 1883--Commentary on the cruelty to animals act, 1876 / B. Coleridge, 1883--v.3. Cure for hydrophobia--An answer to Dr. Keen's address entitled Our recent debts to vivisection, 2nd ed. / C. White, 1886--Fairly cornered--The great value of birds ; Queries for sportsmen / C. Hamlin--Strange but earnest questions / S. Beard--An animals' friend / M.C.J.--To my dog Blanco / J. Holland ; Our dogs at home and astray / Mrs. Fairchild-Allen--The Illinois Branch of the American Anti-Vivisection Society / Mrs. Fairchild-Allen--The Illinois Branch of the American Anti Vivisection Society--Mr. Lawson Tait on vivisection, 1882--A letter to children / M. Lovell--How to treat cats / M. Lovell--About poor puss / A. Fisher--A few words to those who believe in the restriction of vivisection--Mollie White-Foot's vacation / A. Smith--Bird Day in the schools / T. Palmer, 1896--The truth concerning vivisection, as gathered from eye witnesses, 1896--The Pasteur Institute, 1894--American vivisections--The sixth annual report for the year ending Oct. 31st, 1896, of the Dept. of Mercy of the National Woman's Christian Temperance Union--To bicyclists, a humane appeal, 1895--Quotations from great thinkers concerning vivisection--Humane education the remedy for cruelty--Vivisection and hospital patients--Warm or cold?, 1897--To thoughtful teachers--The sister charities / Mrs. Fairchild-Allen, 1896--A plain talk in behalf of some of our best friends / Mrs. Fairchild-Allen--An animals' friend [dup]--The sister.[dup]--A few words to those.[dup]--Human vivisections / P. Peabody, 1896--Cure for hydro.[dup]--Vivisection of horses / P. Peabody--Professional laxity of morals / P. Peabody, 1896--American vivi.[dup]--Vivisection, its barbarity, its uselessness, its wickedness ; v.2. The curse of cruelty / D. Morris, 1886--Address of the Bishop of Oxford, at the annual meeting of the Victoria Street Society.1883--From the essay on vivisection / J. Macauley--Extract from "Medical education in America" / H. Bigelow, 1871--Two views of the true vivisector, by two who ought to know--Vivisection : how should Christians regard it? / H. Bernard--Two views.[dup]--The dog's appeal--Gambling in vivisection--Dr. Bell Taylor on vivisection--The hero and his dog--Two views.[dup]--Tender vivisection / F. Cobbe, 1881--Experimental pathology explained and exemplified / J. Clarke, 1886--Tender vivisection [dup]--What can we do?--A pathetic incident in a physiological laboratory / J. Clarke, 1884--Dr. Bell Taylor.[dup]--What can we do? [dup]--Vivisection / G. Hoggan--Extract from "Medical education." [dup]--Ferrieristic brain surgery--Address to the working class / R. Barlow-Kennett--Vivisection / G. Hoggan [dup]--Extract from "Medical education. [dup]--A pathetic incident.[dup]--Gambling.[dup]--The dog's appeal [dup]--The hero.[dup]--Dr. Bell Taylor.[dup]--Vivisection / G. Hoggan [dup]--A pathetic incident.[dup]--Gambling.[dup]--Extract from "Medical education." [dup]--Dr. Bell Taylor.[dup]--Address by W.R.D. Blackwood, M.D., 1888--Address by W.R.D. .[dup]--Extracts from an address by Canon Wilberforce, 1887--Address by W.R.D. .[dup]--Vivisection / A. Leffingwell, 1884--The curse of cruelty [dup]--Brain surgery and vivisection : three letters, 1884--The Bishop of Oxford and Prof. Ruskin on vivisection / J. Mackarness, J. Ruskin--The Lord Chief Justice of England on vivisection--Twelve years trial of the vivisection act (39-40 Vict., c77) / M.R.C.S.--The lower animals : God's ownership, man's vicegerency [sic] / D. Wright, 1888--Experimenters in check / B. Bryan--Specimen of physiological.[dup]--Scientific medicine [dup]--Cardinal Manning as an anti-vivisectionist, 1881--Vivisection : how.[dup] ; Vol.1. Vivisection, a sermon / H. Bernard, [1883?]--The scientist at the bedside, 1882--Professor Ferrier's experiments on monkeys' brains, 1885--Vivisection and the treatment of patients / S. Harris, 1885--Duty to man before duty to beast / Lord Bishop of Oxford [J. Mackarness], 1883--Breaches of the Vivisection Act / B. Bryan, 1888--The total prohibition of vivisection / Earl of Shaftesbury [A. Cooper], 1879--The torture chamber of science / E. v. Weber, [1879?]--Monkeys' brains once more / J. Clarke, [1888?]--English and American callousness--Report of proceedings at a meeting held at Southampton, October the 16th, 1878, by the Society for Protection of Animals from Vivisection--Anaesthetics and vivisection--Four reasons for supporting the bill for the total prohibition of vivisection--Vivisection endangers human life--The fallacy of restriction applied to vivisection / F. Cobbe, 1886--An independent opinion on vivisection / W. Lilly, 1885--Meeting at Stoke Bishop / F. Cobbe, [1883?]--Have pity, 1882--What is cruelty?, 1885--Half measures--M. Pasteur's researches / B. Coleridge, 1887--The scientist at the bedside [duplicate]--Specimen of physiological instruction : a vivisection lecture in Paris described by an eye-witness, 1886--Letters of head school-masters--Vivisection endangers human life [dup]--Half measures [dup]--M. Pasteur's reseaches [dup]--Scientific medicine--Pompey's peril / C. Hoey--The total prohibition .[dup]--Anaesthetics and vivisection [dup]--Letter from a lady student of vivisection / B. Lindsay, 1883--Dr. Bilde : a typical vivisector, 1887--The new benefactor of humanity / F. Cobbe, 1884--A pleasant proposal, 1884--Four reasons for supporting.[dup]--Have pity [dup]--M. Pasteur's researches [dup]--Fide et amore / C. Pirkis--Scientific medicine [dup]--An independent opinion.[dup]--Letters of head.[dup]--Pompey's peril [dup]--Janus the second / F. Cobbe--The inspector's report and return for 1887 / B. Bryan, [1888?] ; Mode of access: Internet.
Micro and Small Enterprises (MSEs) in developing countries are typically considered to be severely credit constrained. Additionally, high business risks may partly explain why capital stocks of MSEs remain low. This article analyzes the determinants of capital stocks of MSEs in poor economies focusing on credit constraints and risk. The analysis is based on a unique, albeit cross sectional but backward looking, micro data set on MSEs covering the economic capitals of seven West-African countries. The main result is that capital market imperfections indeed seem to explain an important part of the variation in capital stocks in the early lifetime of MSEs. Furthermore, the analyses show that risk plays a key role for capital accumulation. Risk-averse individuals seem to adjust their initially low capital stocks upwards when enterprises grow older. MSEs in risky activities owned by wealthy individuals even seem to over-invest when they start their business and adjust capital stocks downwards subsequently. As other firms simultaneously suffer from capital shortages, such behavior may imply large inefficiencies.
Azerbaijan is a secular, majority-Shiite, oil and gas-rich country whose per-capita income quadrupled in real terms during the period 2004-10. While rising incomes have reduced poverty, steps towards a more secure, diversified economy are held back by a public sector that rests on vested interests, patronage-based incentive structures, and ingrained patterns of behavior that include significant rent extraction, particularly from the non-oil economy, with minimal checks and balances from Parliament, the private sector, and civil society. Bank engagement in Azerbaijan at the country level focused on areas which had government support. Some modest results have been achieved, even though in many cases modern laws and practices were adopted without adequate plans for implementation. At the project level, the Bank has supported the strengthening of project implementation units (PIUs) and tools for monitoring, and governance and institutional filters have signaled that Governance and Anticorruption (GAC) processes need to be embedded in the Bank projects. At the sector level, the Bank's work was highly relevant in supporting oil revenue transparency, primary education, roads, and the development of safeguards. It was substantially relevant in public financial management, and private sector development and procurement. Bank engagement was moderately relevant in decentralization, civil service reform, and accountability institutions.