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Issue 29.5 of the Review for Religious, 1970. ; EDITOR R. F. Smith, S.J. ASSOCIATE EDITOR Everett A. Diederich, S.J. ASSISTANT EDITOR John L. Treloar, S.J. QUESTIONS AND ANSWERS EDITOR Joseph F. Gailen, S.J. Correspondence with the editor, the associate editors, and the assistant editor, as well as books for review, should be sent to R~vxEw FOR l~mcxous; 6t2 Humboldt Building; 539 North Grand Boulevard; Saint Louis, Missouri 63to3. Questions for amwering should be sent to Joseph F. Gallen, S.J.; St. Joseph's Church; 32i Willings Alley; Philadelphia, Pennsylvania tgx06. + + + REVIEW FOR RELIGIOUS Edited with ecclesiastical approval by faculty members of the School of Divinity of Saint Louis University, the editorial offices being located at 612 Humboldt Building; 539 North Grand Boulevard; Saint Louis, Missouri 63103. Owned by the Missouri Province Edu-cational Institute. Published bimonthly and copyright ~) 1970 by REVIEW FOR R~LlCIOU. at 428 East Preston Street; Baltimore, MaC/- land 21202. Printed in U.S.A. Second class postage paid at Baltimore, Maryland and at addiuonal mailing offices. Single copies: $1.00. Subscription U.S.A. and Canada: $5.00 a year, $9.00 for two yeats; other countries: $5.50 a year, $10.00 for two years. Orders should indicate whether they are for new or renewal subscriptions and should be ¯ accompanied by check or money order paya-ble tO RZVXEW FOR RELIGIOUS in U.S.A. currency only. Pay no money to persons claiming to represent REVIEW FOR RELIGIOUS. Change of address requests should include former address. Renewals and new subscriptions, where ex¢ora. partied by a remittance, should be sent to R£vI~w FOR RELIGIOUS; P. O. ~OX 671; Baltimore, Maryland 21203. Changes of address, busine~ correspondence, and orders not a¢¢ompanid by a remittance should be sent to REvll~W l~Ol~ RELIGIOUS ; 428 East Preston Street; Baltimort, Maryland 21202. Manuscripts, editorial cor-respondence, and books for review should be sent to REVIEW ~OR RF.LIOIOUS; 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. SEPTEMBER 1970 VOLUME 29 NUMBER 5 ,!111; JOHN W. O'MALLEY, S.J. History, the Reformation, and Religious Renewal: Pluralistic Present and New Past Even the most cautious historian would probably be willing to subscribe to the sweeping generalization that Roman Catholicism has changed more radically in the past four years than it had in the previous four hundred. A sense of uprooting and upheaval is inevitable under such circumstances, and we should not be surprised that the resulting tension has been felt most acutely in religious communities. These communities presumably" are the places of keenest religious sensibilities and, at least until recently, the places where the traditions of the past were professedly cultivated. But the changes have often shattered these traditions and have inter-rupted the sense of continuity with the 'past. The conse-quent confusion has forced religious to turn, sometimes somewhat desperately, to any quarter which promises rescue. Somewhat paradoxically, religious even turn to history, in the hope that the long narrative of the Church's pilgrimage will throw light on the present crisis. Often the specific focus of their interest is that other era of history well known .for its religious tension and tt~rmoil, the age of the Reformation. This focus is at least in part due also to the !fact that the theology and spirituality of the Reformation era had been protracted in the Church to the very eve of Vatican II. In studying the sixteenth century many religious were to some extent ~tudying themselves. The present author, as a practicing historian of the Reformation, has frequently been asked by religious in 4- ¯ Fr. John W. O'Malley, S.J., is as-sociate professor in the department of history; University of Detroit; Detroit, Michigan 48221; . VOLUME 29, ~.970 ÷ ÷ ÷ 1. W. O'Malley, $.J. REVIEW FOR RELIGIOUS 636 the past several years to answer the following question: Is not the present upheaval in the Church very similar to .the upheaval of the Reformation era? The following pages will attempt to answer that question and to use it as a focus to explore the unprecedented nature of the aggiornamento we are experiencing today. It is to be hoped that such an exploration will be helpful to reli-gious in trying to understand their present situation in history and in describing to them the drastic creativity which is required of them in the renewal of their own communities. "Is not the present upheaval in the Church very simi-lar ~o the upheaval of the Reformation era?" The ques-tion begs for an affarmative answer, and such an answer is indeed suggested by many obvious similarities between the sixteenth century and the twentieth century. Both centuries,, for example, experienced a challenge to papal authority; both centuries tried to revise the forms of religious life, saw large numbers of men and women leaving religious life, and so forth. However, in spite of the many similarities and in spite of the measure of consolation which an affirmative answer might bestow, the fundamental reply to the question has to be a re-sounding negative. The present upheaval is radically different from the upheaval of the sixteenth century. It is important for us to see just how it is radically different, for only then can we cope with the practical repercus-sions which such a difference has on our own lives. In order to explore this topic we must first expose two assumptions which are the basis of the discussion which is to follow. These assumptions are simple and familiar to us all, but they bear repetition because they are so fundamental. First of all, behind every action there is an idea. Ideas are power. They are dynamic in character and even the most abstract of them tends eventually to issue in action and to influence conduct. Therefore, to study an idea is to study the energetics of social change. Secondly, behind every idea there is a culture, a fabric of thought and feeling of which any given idea is a partial expression and reflection. The idea may even have been created by the culture in question, for ideas are not eternal. They are born at some particular time and in some particular place. Or if the idea was merely inherited fxom an older culture, it is modified and changed by the new culture as the new culture accepts it as its own. In the study of the history of ideas, sensitivity to the total cultural context is an absolute prerequisite for discerning an idea's birth, de-velopment, and even total transformation, in the course of its history. The idea towards which we shall direct our attention is the idea of Christian reform :or renewal. As an idea it has its own history, which is a reflection and expression of the various cultures where it was and is a vital force. This history until recently was not much investigated by historians, but it is now receiving more adequate atten-tion. We shall try to trace this history very briefly, with special emphasis on the Reformation era, in the con-viction that such an endeavor will be enlightening and helpful for us in our present crisis. In particular, we shall contrast the cultural framework which undergirded the idea of reform in the age ,of the Reformation with that which undergirds aggiornamento today. Recent studies on the origin and early development of the idea of reform in Scripture and the fathers of the Church have shown that in those early'centuTies reform meant the transformation of the individual Christian into God's image and likeness. It had not as yet occurred to Christians in any very c6herent fashion that the Church as an institution--or rather that institutions in the Church--might be subject to reform and revision. The idea of institutional reform surfaced for the first time during the so-called Gregorian Reform or Investi-ture Controversy of the eleventh century. During this period the functions and allegiances of the episcopacy were at the center of the bitter contest between pope and emperor, and it was the papacy which wanted to change the status quo by returning to what it felt was an older and sounder tradition before bishops had become sub-servient instruments of royal and imperial policy. With the Gregorian Reform the idea was inserted into the Western ecclesiastical tradition that the Church it-self was subject to reform. The impact of this idea upon later history is incalculable. From the eleventh century forward the idea would never again be absent from the story of the Church; and at some times, as in the early sixteenth and the mid-twentieth centuries, it would come to dominate and profoundly disturb that story. By the early years of the sixteentll century we can honestly say that a reform hysteria had set in. Reform had become the common preoccupation, almost obsession, of the age. What is to be said about [ireform in the sixteenth century? Perhaps the first thihg which strikes our at-tention is the almost limitles~ variety of reform ideas and reform programs. We see stretched before us a chaotic panorama in which it is hard to find order, progression, or consistency. The figure of Luther, of course, dominates the scene, and he to some degree influenced, at least by way of reaction, all reforms in the century: But we are really hard pressed to find a very obvious intellectual affinity between him and a refbrmer like Michael Servetus, who denied the Trinity and ÷ ÷ VOLUME: 29,' 1970 6:~7 I. w. O,M,a~y, S.I. REVIEW FOR RELIGIOUS 638 who taught that the corruption of Christ's doctrine, which began with the Apostles and which was furthered by the fathers and scholastics, was brought to inglorious constimmation by contemporary ~eformers like Luther. And what direct relationship was there between an Anabaptist quietist like Conrad Grebel and an Ana-baptist visionary like John of Leyden, who made polyg-amy obligatory at Mfinster and maintained himself there in voluptuous, polygamous opulence? Even within Catholicism a great gap separates Gasparo Contarini, the conciliatory Venetian nobleman and friend of St. Ignatius, from the fierce and rigid Gian Pietro Carafa, at .whose election to the papal throne even Ignatius blanched. The more we learn about the sixteenth cen-tury the more clearly we see how complex and variegated it was. Generalization seems impossible. And the at-tempt to compare it with the twentieth century seems even more impossible, for we are all keenly aware of the variety and even contradiction which characterizes contemporary ideas of reform and aggiornamento. We have set ourselves an impossible task. ¯ On the other hand, if what we said earlier about cul-tural patterns is true, all of these reform phenomena should be able to be studied as manifestations of a common culture. There should be somewhere, if we dig deeply enough, elements manifestative of a common intellectual and emotional experience. These elements, though distinguishable from one another, also com-penetrate one another, so that in speaking of one of them we to some extent are also speaking of the others, since all are facets of the same cultural reality. We are justified, therefore, in our undertaking, especially if we keep clearly in mind how precarious it is and how subject to exception is almost every generalization. In our comparison of the sixteenth with the twentieth century we shall concentrate on two elements or phe-nomena which are particularly significant for out topic and particularly revelatory of the character of the two cultures. The first of these phenomena we shall designate as the cultural parochialism of the sixteenth century and the cultural pluralism of the twentieth. The cul-ture of the sixteenth century was a parochial culture. The great controversies of that century were carried on within what we now see to be the narrow confines of the Western intellectual tradition. One reason why the sixteenth century was an exciting century in which to live was that it initiated through its voyages of dis-covery the new age of world consciodsness which we experience today. But only the faintest glimmers of. this world consciousness had penetrated to Europe by 1517. It is true. that in the Italian Renaissance, which to some extent was contemporaneous with the Reforma-tion, there was a greater awareness of cultural diversity. Moreover, there was an attempt to come to terms with it. Both Nicholas of Cusa and Marsilio Ficino speak of the splendor which comes to religion from the diversity of rite and ritual which God permits throughout the world. But such tolerance and breadth of vision was not characteristic of the European intellectual scene as a whole. Indeed, even where these virtues were. operative they eventually tended to be snuffed out by the harsh polemics of the religious controversies. The very dictum "Scripture alone," which we associate with the Protes-tant reformers, is symptomatic of what was happen-ing. No matter what is to be said of this dictum as an expression of theological principle, from the cultural point of view it suggests narrowness and constriction of vision. The Catholic formula, "Scripture and tradi-tion," is broader and suggests an urbane and mature consciousness of complexity, but it, too, implies more restriction than the ideas of Cusa and Ficino. The re-formers--- Protestant and Catholic--railed against what they felt were the paganizing tendencies' of the Renais-sance, and we often echo their judgments even today. But much of this so-called paganizing can be more be-nignly and more accurately .interpreted as a serious at-tempt to broaden the cultural base of Christianity. The cultural parochialism of which we have been speaking was made possible and even fostered by the slow and inadequate means of communication which the sixteenth century had at its disposal. More im-portant, these slow and inadequate means made it possible for sects to develop and for governments to impose a particular and rigid religious style on whole populations. In other words, it was still possible to ex-clude those factors which would tend to develop re-ligious and cultural pluralism or to operate for a more broadly based unity. German Lutheranism, Dutch Calvinism, Spanish Catholicism could continue to perdure as distinct and seemingly relentless cultural .phenomena only because they were protected from fac-ing the challenge of cultural and religious diversity. We today have no such protection, and we cannot construct barriers to keep out what we find offensive and disturbing. In the modern world pluralism is the very air we breathe, and it is one of the most signifi-cant factors influencing us and marking us off from all men who have ever preceded us on this globe. Modern means of communication have introduced the otherwise-minded into our very homes, and we have no instrument to muffle them. We must come to terms with diversity. ÷ :÷ VOLUME 29, 1970 639 4. I. w. o'Mo~, s.1. REVIEW FOR RELIGIOUS 640 Our: Christianity, therefore, and our style of renewal must come to terms with it. Ecumenism, for instance, is not simply an accidental adoi:nment to our religious and intellectual style. It is not simply a good idea that we concocted and then tried to thrust down the throat of an unwilling Church. We perhaps cannot describe it as inevitable, but we cer-tainly can describe it as symptomatic of the culture in which we live and urgently required by it if we genuinely believe in truth and honesty. Our experience of pluralism has forced us all to admit the possibility of different, complementary, con-trasting, and at times almost contradictory insights into the same data. It has forced us to realize that each of these, insights may have some validity and that no set of categories can capture any reality in all its splendor and multiplicity. This realization, has not made us gkeptics, but it has made us cautious in our judgments and aware of how relative our insights might be. Our experience of pluralism has thrust upon us a new epistemology. In the sixtbenth century the assumption which under-lay religious discussion was that truth was one and that orthodoxy was clear--clear either from Scripture or from the teaching of the Church. Cultural parochialism fostered this assumption. It allowed beliefs to perdure untested by confrontation with different beliefs. The epistemology of the sixteenth century, parochial and rigid with the academic rigidity of the scholastic de-bates, made little allowance for the possibility of plural-ism of insight. It insisted upon the exclusive validity of a single insight, with a consequent insistence upon the exclusive validity of particular categories and concepts. Truth in such a system is not multifaceted and ever some-what beyond our grasp, but monolithic and subject to our despotic contro!. It is de jure intolerant. Its particular formulations are so many weapons for use in battle ¯ against other equally parochial formulations. Polemic, therefore, is its appropriate literary style. The theology of the sixteenth century is quite cor-rectly described as polemical and controversialist theol-ogy. We perhaps fail to realize how appropriate such a style of theology was to the cultural experience and epistemological presuppositions of that century. To an intolerant truth corresponds an intolerant literary form. No other form would be honest. The only possible explanation for a person's refusal to accept the true and orthodox insight must be moral perversity. Hence, orthodoxy and virtue, heterodoxy and vice were the two sets of inseparable twins. Significantly enough, the characteristic literary form of the Italian Renaissance was the dialogue, the form which implies an awareness of diversity and a willing-ness to live with it. It was an awareness too delicate to be able to contain the religous resentments which ex-ploded in 1517. But it is not too delicate today. Dialogue is the literary form required by our epistemology, which has been conditioned by our experience of cultural pluralism. Dialogue and rapprochement are not arbi-trary creations of the ecumenist. They are necessary corollaries to being intellectually honest in the latter half of the twentieth century. Our style of renewal, therefore, cannot be apodictic, autocratic, intolerant, or suffused with old-time single-minded zeal. Our culture--that is to say, WE, as prod-ucts and creators of that culture--require something else. Our style is radically different. It is groping and tentative. It is experimental and participati~ve. It is even somewhat double-minded, for it realizes that even re-ligious reform must keep an eye on secular realities precisely as potential for religious values. The second phenomenon manifestative of the cul-tural divergence of the sixteenth century from the twentieth century is perhaps more important: the sense of history operative in the two centuries. Here, es-pecially, we must beware of giving the impression that each individual in the sixteenth or twentieth century thinks about his past in precisely the same way. In the sixteenth century, in fact, historical thought ranged from the subtle understandings of persons like Fran-cesco Guicciardini and Desiderius Erasmus to the crudest forms of apocalyptic. However, we can say that, by and large, sixteenth-century thinkers discerned some consistent and coherent pattern in the historical process, and they saw this process as directly under the divine influence. They usually arrived at their formulations of such a pattern by a very arbitrary fusion of historical fact with metahistorical speculation which they drew from Antiquity and the Middle Ages. The result was often a hodge-podge of myth, metaphysics, and unsub-stantiated historical data. From this was constructed a pattern of expansion or decline or cycle or cataclysm or culmination which was presented to the reader as God's design. Thus the author was able to rise above history's mystery and to protect himself from history's terror. There was one very important consequence of this approach to history: it tended in some fashion to absolutize the past. The religious thinkers of the six-teenth century all tended to see past events, especially religious events, as issuing from God's hand and as under His direct influence. They were not particularly Renewa/ VOLUME 29, 1970 641 ~. W. O'Mall~, S.~. REVIEW FOR RELIGIOUS 642 concerned with the singular, contingent, concrete hu-man causes which produced particular phenomena. They were concerned rather to see them as products of di-vine providence, as r~eflections of the divinity, as neces-sary elements in a predetermined pattern. They thus tended to endow them with an absolute value which defied reconciliation with the contingent historical cir-cumstances under which they had come into being. The contrast of this style of historical thinking with our own is dramatic. We all have acquired to a greater or lesser degree some measure of historical conscious-ness ~s defined in terms of modern historical method and hermeneutics. What this means is that we approach the past as a human phenomenon which is to be under-stood in terms of human thought and feeling. Each person, event, doctrine, and document of the past is the product of contingent causes and subject to modification by the culture in which it exists. Everything in the human past is culturally conditioned, which is just another way of saying that it is culturally limited. Such awareness of cultural conditioning distinguishes modern historical consciousness from that which pre-ceded it, and it is an awareness which has been growing ever more acute since the nineteenth century. The text of Luke's Gospel could have been produced only by first-century Judaic-Hellenistic Christianity. Fifteenth-century humanism would have created a completely different text, different in concept as well as in language. Awareness of such cultural differentiation helps make Scripture scholars today much more keenly conscious of how Scripture is the word of man than they are of how it is the word of God. Until quite recently the very opposite was the case. What modern historical consciousness enables us to understand more clearly than it was eve~ understood before, therefore, is that every person, event, doctrine, and document of the past is the product of very specific and unrepeatable contingencies. By refusing to consider them as products of providence or as inevitable links in an ineluctable chain, it deprives them of all absolute character. It demythologizes them. It "de-providential-izes" them. It relativizes them. The importance of such relativization is clear when we consider the alternative. If a reality of the past is not culturally relative, it is culturally absolute. It is sacred and humanly unconditioned. There is no possibility of a critical review of it which would release the present from its authoritative grasp. For one reason or another an individual might.reject a particular institution or set of values as not representing the authentic tradition of the past. But. there is no way to reject the past as such. There is no way to get rid of history. The two styles of historical thinking which we have just been describing radically condition the idea of re-form. If we were to describe in a word the funda-mental assumption which underlay the idea of reform in the sixteenth century, it would be that reform was to be effected by a return to the more authentic religion of a bygone era. Somewhere in the past there was a Golden Age untarnished by the smutty hand of man, an age when doctrine was pure, morals were upright, and institutions were holy. It was this doctrine, these morals, and these institutions which reform was to restore or continue. According to this style of thinking Christ somehow or other became the sanctifier and sanctioner of some existing or pre-existing order, and that order was thus imbued with transcendent and inviolable validity. For centuries many Christians thought that such an order was the Roman Empire, and that is why the myth of the Empire's providential mission and its duration to the end of the world perdured many centuries after the Empire ceased to be an effective reality. According to this style of thinking all the presumptions favor obedi-ence and conformity. Protest and dissent can only rarely, if ever, be justified. There is no way to see Christ as contradicting the present and rejecting the past. Such a style of thinking is foreign to our own. Even though as Christians we attribute a transcendent mean-ing to the person of Jesus and therefore attribute a special primacy to those documents which resulted from the most immediate contact with him, we cannot see the first Christian generation as a Golden Age. Scoiologi-cally speaking, it was the charismatic generation. His-torically speaking, it was a generation like all others-- human, contingent, imperfect, relative. The formula-tions of Christian doctrine in the great early councils must be subjected to the same radical criticism. We do not easily find in them a harvest of eternal and immu-table truth. Intellectually, therefore, we repudiate the sixteenth-century's historical style. Emotionally, however, we find a certain satisfaction in it of which it is difficult to divest ourselves. What satisfies us in this style is its fufidamental premise that somewhere in the past there is an answer to our questions and a solution to our prob-lems. If we could only get back to the ':true mind" of somebody or other, how easy it then would be to im-plement our reform. How easy it then would be to save ourselves from the risk of having to answer our own VOL:UME" 29, 1970 643 ~. W. O'Mallt'y, REVIEW FOR RELIGIOUS ¯ 6,t4 questions and solve our own problems. This is the emotional consolation which such a style of historical thinking provides. We neatly fit ourselves, for instance, into a preconceived pattern of homogeneous develop-ment, and then we dip into the Golden Past to discover how to behave as the pattern unfolds itself. We are secure. We have been saved from history's terror. No such salvation, however, is open to us of the twentieth century. Modern historical consciousness has relativized and demythologized the past, thus liberat-ing us from it. But we are liberated only to find our-selves on our own. The past has no answers for us, and we face the future without a ready-made master-plan. It is this fact which makes our style of renewal radically different from every reform which has ever preceded it. We are painfully conscious that if we are to have a master-plan we must create it ourselves. In spite of certain superficial similarities, therefore, the problems of the sixteenth-century Reformation are not those of twentieth-century aggiornamento. Underly-ing these two reforms are two radically different cul-. tural experiences, which have radically transformed the idea of reform. Our twentieth-century idea of reform has been conditioned by our experience of religious and intellectual pluralism, and this has transformed it from pronouncement to conversation. Our idea of reform has also been conditioned by our modern historical consciousness, and this has divested us of the consola-tion of a past which answers our questions and tells us what to do. The implications of the foregoing reflections for re-newal within religious communities should be obvious. First of all, our problems will not be solved from on high by some sort of autocratic decree. Before any reasonable decision is reached on any major question a certain amount of open discussion and communal dis-cernment is an absolute prerequisite. The exercise of "obedience" is thus so drastically changed that we can well wonder if the word, with all its connotations, is really an adequate expression of what we now mean. In any case, participation and tolerance of diversity of viewpoint are now such pervasive realities of the cul-ture in which we live that there will be no viable + solutions to any problems without taking them into ac- + ¯ count. ÷ Secondly, although we do want to get back to the "true mind" of our founders, we must realize that we are in a very different cultural context than the founders were. We have to be bold in interpreting their "mind," and we must realize that even they do not answer our questions in our terms. Keligious renewal today, for the first time in the history o[ the Church, is more con-scious o~ its break with the authentic past than it is of its continuity with it. This may not be a very consoling realization, but it is one which we must constantly be aware o~ as we try to face the ~uture. Indeed, we face a new future because to a large extent we have created ~or ourselves a new past. j. DOUGLAS McCONNELL Good Stewardship Is Management and Planning J. Douglas Mc- Connell is a mem-ber of the Stanford Research Imfitute; Menlo Park, Cali-fornia 94025. REVIEW FOR RELIGIOUS Thank God for the courage and wisdom of the fathers of the Second Vatican Councill Their decree, Perfectae caritatis, charging all institutions and orders to under-take renewal, may have provided a means that will en-able the talents of both men and women religious to be developed more fully and utilized more effectively in serving the People of God. It may also be the means by which some (not all) orders will survive in the years ahead. There is no need here to discuss the declining numbers of[ novices, the increasing numbers not taking final vows or opting for exclaustration, the growing costs of retirement, and the trend in age distributions. These are symptoms, not causes, and their disappearance rests entirely on how the orders adapt themselves to this, the latter third of the twentieth century. Historically, the least practiced parable within the Catholic Church has to have been the parable of the talents, and this is particularly true insofar as orders of religious women have been concerned. They have truly been hand-maidens of the Church; they have occupied subservient roles and have been encouraged to remain in secondary roles--interpreting kindly the motives and action of others, shunning criticism, and avoiding evaluation of another's fitness for her work or position--yet they possess tremendous capabilities. For the better part of a decade Stanford Research In-stitute (SRI) has undertaken research projects in the area of corporate planning, and for many more years in the field of management. In that time, working with members of the Fortune 500 and numbers of relatively small businesses, SRI has developed a philosophy or a set of principles that underlies the physical tasks in the planning process and exercise of management functions. In the last three years we have been privileged to work with the following orders in assessing their present and future status: Sisters of the Holy Cross, Notre Dame, Indiana; the Sisters of Charity of Mount St. Joseph, Cincinati; and the Sisters of Charity of Mount St. Vincent, New York. The 'philosophy of corporate planning has proved to be as effective for religious orders as for corporations. We do not have "the answer," and we are the first to admit that our approach evolves a little with every study and improves; but we do have a system that is logical, comprehensive, participative, timely, and oriented toward results. The system SRI follows is outlined here because we believe it offers sound means of planning for. the future, of implementing change without chaos, and of exercising true collegiality and subsidiarity. A number of sisters have even called it "the key to survival." What Is Planning? All of us plan to some extent whenever we think ahead to select a course of action. But this is a weak way of defining planning. SRI prefers to define effective planning as a network of decisions that direct the intent, guide the preparation for change, and program action designed to produce specific results. Note that the emphasis is on goal-directed action. Ob-jectives can be determined and achieved if properly planned for. The network of decisions recognizes the in-terrelationships between internal and external factors and that earlier decisions may greatly influence later ones. On more than one occasion I have heard of a diocese "giving" a high school to an order. The deci-sion to accept, in at least two instances, has meant a considerable drain on the human and financial re-sources of the orders concerned and effectively com-mitted them to that apostolate for many years, irrespec-tive of the priorities of the sisters in the congregations. Throughout our private and corporate lives we make decisions under conditions of uncertainty; and we trust, with varying degrees of probability, that the outcomes will be as anticipated. The formal process of planning described briefly here does not guarantee success, how-ever that may be defined, but it considerably enhances the probability. SRI does not talk about short and long range planning as separate functions. Planning is the function that ex-tends into the future as far as is considered desirable. If a college operated by an order requires 50 percent of its faculty to be religious (so it can provide Christian wit- 4. 4- + Stewardship VOLUME 2% 1970 647 ]. D~ .McConnell REVIEW FOR RELIGIOUS '648 ness and remain economically viable), the retirement pattern for the next six or seven years determines what type of graduate fellowships should be offered for both the coming academic year and the several that. follow. The awarding of fellowships in its turn requires that other decisions be made.This year's budget and deci-sions should be determined on the basis of their con-tribution to the long range objectives of the institution or order, and not be de facto determiners of the direc-tion the organization takes. The Genius Founder Our research studies and project work concerned with the nature of organizations, corporate development, and successful management have indicated that, in almost every case, successful organizations of all kinds have been the brainchild of a single person or, in rare instances, of two in partnership. Names such as Vincent de Paul, St. Ignatius Loyola, Elizabeth Seton, Catherine McAuley, St. Francis Xavier Cabrini, Baden Powell, General Booth, Henry Ford, Alfred Sloan-Charles Kettering, Gen-eral Wood, Hewlett-Packard, the Pilkinton Brothers, Andrew Carnegie, and H. J. Heinz come readily to mind. By analyzing the attributes and state of mind of the "genius founder" of the business enterprise, SRI devel-oped a framework of tasks designed to re-create the mental processes of the genius entrepreneur within the management team of the corporation. Let me explain further. As we see it, the success of the "genius founder" is in large measure caused by his un-swerving dedication to setting high goals and .to reach-ing for them. He has vision on which he bases his own objectives and sets his own goals. And he does this not simply on the basis of last year's results plus some growth factor or what has always been done, but on the basis of his own perception of his own capabilities and the drive to satisfy his own needs. These attributes of vision and ~ommitment in goal setting are most impor-tant. Other distinguishing attributes of our "genius founders" appear to us to be: oA willingness to assume risk oA sense of inquisitiveness or unceasing curiosity ~Insight into relationships between concepts, objec-tives, needs, and needs satisfaction; the ability to see implications or utility ~Ability to make sound value judgments as to what is central and peripheral to attaining his objectives ~Creativity, be it in the area of product, technology, or a new marketing approach oFeasibility judgment based on foresight, experience, and a problem-solving ability oAbility to marshall the resources needed to accom-plish his objectives and goals oAdministrative ability to organize the resources to accomplish his goals and satisfy his inner needs. Organized Entrepreneurship To translate the "genius founder" or "genius entre-preneur" concept to the complex organization, SRI de-veloped a methodological framework that we call "or-ganized entrepreneurship." This framework provides a process of planning that meets the criteria of compre-hensiveness, logic (including provision for retraceable logic), participation by the corporate membership, time-liness, generation of rapid understanding based on a common frame of reference, and an orientation toward results, that is, the decisions reached can be acted on and managed. Through a series of tasks it also repro-duces corporately the distinguishing attributes of the entrepreneur. Let us now briefly go through the planning steps with their various tasks to show you how they fit together in a logical pattern. Step 1: Determination of Corporate Objectives Many institutes and orders have approached the question of who they are and what they want to achieve in overly simplistic terms. Too often purpose is expressed only in broad conceptual statements such as "the glorification of the Lord," "mercy," and "charity" and in terms such as "care for the homeless, the sick, and the aged," and "Christian education." Motherhood statements of a broad nature serve a unifying purpose but tend to let the members of a congregation under-take any work whether it really fits the primary purposes of the order or not. What a congregation is and what it is about are com-plex issues, and definitional statements formulated must take into account the expectations of the several stake-holder groups, the corporate skills and resources, and environmental change. One implication of this is that objectives have to be reviewed periodically. The end result is a family of objectives or, as people like Grangerx and Boyd and Levy2 have termed it, a hierarchy of objectives. a Charles H. Granger, "The Hierarchy of Objectives," Harvard Business Review, May-June 1964, pp. 63-74. ~ Harper W. Boyd and Sidney J. Levy, "What Kind o£ Corporate Objectives?" Journal o] Marketing, October 1966, pp. 53-8. Stewaraship VOLUME 29, 1970 64:9 ÷ ÷ ÷ ]. D. McConnell REVIEW FOR'RELIGIOUS 650 When defining the broad purpose of an organization, one has to recognize the sometimes conflicting interests of the stakeholders, that is, the members, the diocese(s),. the suppliers, and the customers (parishes, students, pa-tients, and the like) and yet resolve the conflict. Be-neath this broad umbrella a hierarchy of objectives is formulated for each stakeholder group, apostolate area, and the generalate of the congregation. As one goes through the hierarchy, the objectives become more specific in their direction, their distance, and the rate at which they can be achieved. The specification of objec-tives also facilitates the development of key criteria for evaluating performance and, sociologically, it recognizes the reality of the situation. The refusal of many clergy to accept Pope Paul's ruling on birth control was really a move to realign those matters considered to be within the realm of individual conscience, those .considered to be within the realm of the clergy, and those considered to obe essential to the faith and therefore within the realm of the Holy See. The present thrust to clean up the environment is an expression of the expectations of the-community stakeholders whose objectives have not been accorded rightful emphasis in the past by a society that has acceded too often to the claims of industry. To develop this hierarchy of objectives it is necessary to undertake a series of analyses. Stakeholder .4 nalysis The typical stakeholders in a congregation of religious are the members, .the diocese(s), functional or apostolate groups, customers, suppliers, financial institutions, and the community within which it operates. For each stakeholder group the governing board at-tempts to answer the following broad questions: oWhat does this group want from the congregation? oWhat expectations does this group have for the con-gregation? ~To what extent are these expectations being met? ~To what extent can the congregation meet them, recognizing .that it is impossible to do everything? Expectations will relate to such items as number and quality of services provided, fees charged, availability, citizqnship, jobs provided, behavior, ethics, and morality. The analyses should take into account the present balance and reconciliation of stakeholder interests, rec-ognizing conflicting interest and expectations as well as attempting to assess what is changing that will affect future expectations. A realistic stakeholder analysis within most dioceses would reveal the extent to which the expectations of local parish priests are being met at the expense of sacrificing the interests of the other stakeholders--the students, the parents, and lthe teachers (lay and religious) staffing the schools. An~ interesting commercial example is the Unilever Company in Africa, which made realistxc stakeholder analyses and surwved the nationalistic fervor of transition fromI colonies to countries by becoming a manufacturer rather than a trader, an economic developer of local resources rather than an extractor, and a partner rather tha~n an oppo-nent. Today, Unilever has a stronger position than ever in African markets. Special studies are almost mandatory because the senior corporate managementI group can hardly be expected to know the basic underlying factors determlmng expectations and perceptions of the stake-holder groups. The provisional stakeholder analysis for ~any commu-nity would include such factors as the percentage of families directly employed by the ~nstxtut,e; the con-gregation's contribution to and percentage of local taxes, if any; the number of members in religiohs teaching, social, civic, and political jobs (full and pa~t time); the annual contributions by the congregation Ito area or-ganizations; sponsorship of local groups; pol~itical action (lobbying, testifying regardxng leg~slatxon) at all levels; and local community attitudes toward the institutions of the congregation. In overseas operations it should also include studies of such factors as ~he political climate, stability of government, acceptan~ce, cultural variables, and attitudes toward overseas-based congrega-tions. Customer analysis will vary by type of apostolate. An orphanage would have different criteria froth those of a college or a retreat center, for example. Nevertheless, all analyses should include estimates for each class of serv-ice, the total potential "customers," the actual numbers served, the "market" share by value and volume, and an evaluation of quality of service as perceivec.lI by custom-ers. As is readily apparent, data on stakeholtler expecta-tions have to be gathered from a wide variety of sources: internally within the congregation, from independent appraisers, and from those actually served. Determining Corporate Potential The final component of this first task of ~tetermining corporate objectives is the establishment of a level of ~ . aspiration in the form of the corporate potentxal. Henry Ford estimated his potential as prowd~ng e~,ery Ameri-can family with an automobile. William Hesketh Lever wanted to make cleanliness commonplace in an era when Queen Victoria took a bath "once a week, whether she ÷ ÷ ÷ VOLUME 29, 1970 651 4. 4. 4. ~. D. McConnell REVIEW FOR RELIGIOUS needed it or not." Our genius entrepreneurs have al-ways reached high, and this has been true of religious like Saint Vincent de Paul or Martin Luther King. The SRI approach is to treat potential as an expres-sion of the governing board's attitude to the congrega-tion's future. Potential can be expressed both in Ford's and Lever's conceptual terminology and also in more pragmatic terms such as the amount of patient care pro-vided, number of students educated, social work case loads, financial soundness, professional hours contrib-uted, and average Sunday morning attendance at Mass. Corporate potential is based on all key-planning issues derived from studying the social and economic outlook, the apostolate areas in which the company is interested, the opportunities for more effective resource utilization, the likely effects of important stakeholder expectations, and a congregation's own conclusions about its level of ambition and strength of commitment. As we see it, the determination of potential stimu-late~, motivates, and enables speculation about its attain-ability. Projected results are not predictions in the com-monly accepted sense but are simply estimates of what could happen when the assumptions made turn out to be valid. The concept aims at stimulating the setting of ambitious congregational and apostolic goals. The result of this phase of the planning process is the setting of a hierarchy of corporate objectives, including a set of ambitious yet realistic human resources and financial objectives. For an order of women religious today to expect to maintain a membership of 1,500 highly qualified professionals by recruiting 50 to 60 novices a year is totally unrealistic. Sound corporate ob-jectiv. es, together with a clear concept of what religious life is all about, should enable a congregation, however, to arrest and then reverse the currently familiar down-ward trend. Step 2: The Assembling o[ In[ormation The assembling of information consists of four main tasks: An in-depth evaluation of what is being done now, an analysis of the skills and resources of the con-gregation, an evaluation of environmental change, and an appraisal of planning issues. The goals and objectives of the congregation and its apostolate areas are explicated to obtain sets of criteria for the evaluations that have to .be undertaken. Once the criteria are established, it is relatively simple (1) to de-ten- nine what information is needed and the data sources necessary for an objective in-depth analysis and evaluation, (2) to develop instruments to collect data not already in existence, and (3) to put all these to-gether. Analysis of the skills and resources of the organization requires three studies: one of government, one of human resources, and one of financial resources. SKI suggests the development of a computerized personnel inventory. This enables detailed analysis and projections to be un-dertaken, as well as aiding in matching skills and in-terests to apostolic needs. Studies of environmental change can and should be obtained from a number of sources. They may be as broad as Kahn and Wiener's ,Economics to the Year 2018/' .~ or as specialized as a local city planning com-mission's forecasts of school population. Most congrega-tions are largely unaware of the amount of information on environmental change that is available just for the asking. In planning the future staffing for elementary schools in a diocese, one order learned that a school would disappear completely within fi~e years because the city planned a freeway through the area, which would mean the razing of almost all homes in the parish. The trends in the age distxibution of an area may indicate the development of different needs in future health care (less obstetric and more geriatric and cardiac care, for instance) and types of social services offered. Undertaking environmental analysis is one thing; ensuring its acceptance and use by management is an-other. One large sophisticated American company un-dertook a test market study in Japan to see if a market existed for a type of convenience snack food. The cor-porate management were ethnocentric about this prod-uct to the point that they refused to believe unfavora-ble test market results the first and second times around and insisted the study be replicated a third time. Busi-ness has no monopoly on this form of myopia, and much of the Church's attitudes toward parochial education appears analogous. The final task in the assembling of information, the appraisal of planning issues, is undertaken by the planning group. Following house or apostolate briefings, planning issues are solicited from those judged to have "management perspective"; to contact all members of the congregation has been our rule to date. Each mem-ber submits as many issues as he desires on a standard-ized form. In the first planning cycle the issues tend to be highly oriented to the present, but experience shows that in subsequent cycles the time horizon expands con-siderably. Typically, the submitted issues identify the 8 Herman Kahn and Arthur J. Wiener, Economics to the Fear 2018 (New York: Macmillan. 1967). 4- 4- St~ardship VOLUME 29, 1970 1. D. Mc~onne// REVIEW FOR RELIGIOUS 654 ~functionM point of impact on the institution or con-gregation, the nature of the impact, whatever supporting evidence exists, and suggested ranges of possible action. Issues are then grouped into families of issues that have common causes, that yield to a common solution, or that can be assigned to a single responsible person. You may ask: "Why solicit planning issues from mem-bers as a major basic input to the planning process?" The underlying assumptions are that people will do only what they see is of interest and importance to them and that each individual's perception is his reality. Members of a congregation cannot be expected to devote time and energy to matters they do not consider relevant to them as religious. The system also provides government with an excel-lent upwards channel of communication and, by per-mitting every member to participate and contribute ac-tively, enhances the probabilities of acceptance of the plan and a commitment to achieve it. This participative philosophy is touched on again later in this article. Step 3: Development of Planning Actions The major superior and the members of the governing board then read through each family of planning issues, screening out those where action has already been taken or is imminent, or where incorrect perception is in-volved. In these cases executive action is indicated. Each family of issues is then reviewed in the light of the corporate objectives, special studies' highlights, the analysis of resources, and the "real" message indicated by the issues. The members of the governing group then take each family of issues and identify the kind of action it suggests, what is at stake in terms of costs and benefits, the costs (both out of pocket and opportunity) of taking action, the degree of urgency, the first and second order implications of the kind of action sug-gested, and the management personnel who should at-tend to it. These individual efforts in translating issues to responses are then reviewed by the whole of the ex-ecutive group whose discussions strive to combine re-lated actions into broader, more fundamental actions and to identify important actions still missing. Use of a task force to assist in this process may be helpful. Suggested actions emerging from this review should then be tested by whatever means deemed appropriate. Feasible actions are then grouped by three or more levels of priority. Step 4: Preparation of the Provisional Plan In this s~ep of the planning process the proposals for action are translated into specific action assignments that, when completed in detail, provide the goals, action, and controls portion of the provisional plan. This provi-sional plan corresponds with the marshaling ability of our "genius entrepreneur." We suggest the use of a specific form that, when ap-proved by the assignment group and accepted by the action assignee, represents an authorization to proceed and a cohtract to perform the specified action in the terms stated. One important set of Form 3s, as we call them, relate to the continuance of present operations and thus ensure that all aspects of the congregation's activities form part of the plan. Before final approval the Form 3s flows through the finance and planning offices, where calculations of total costs and benefits are made for each priority level and are compared with total resources available. This pro-vides the governing board with a means to decide how many and which tasks can be undertaken within the planning period. The actions, tasks, or projects selected are then built into estimates of benefits and costs to see the effects on congregational performance and where the plan will posit the congregation with respect to its current per-formance, intermediate goals, and movement toward at-tainment of the longer range objectives. At this point the planning group updates the special studies' highlights; assembles the draft statements on corporate objectives and key assumptions; and produces summaries of the action programs in terms of timing, pro forma financial statements (operating statement, balance sheet, cash flow), and resource requirements (manpower, equipment, facilities, and capital)--broken down by organizational units, priorities, and whether they are current or developmental operations. The natural advocate of each action proposed then describes it and leads discussion within the governing board to double-check the plan in terms of the realism of goals, schedules, and cost/benefit estimates, of agreed-on performance standards (that is, the rules of the game), of interdependence among organizational units, of effects of unrealistic goals on the rest of the congregation, and of whether each action proposed is justified in terms of the congregation's objectives. This may sound like a detailed process that takes a lot of central government's time, and it does. But it ensures that: oThe government group understands all aspects of the proposed plan. oWithin the context of the emerging corporate pur-pose and strategy there is a review of program con-÷ ÷ ÷ VOLUME 29, 1970 655 ÷ ÷ ÷ ]. D. M~mme~ REVIEW FOR RELIGIOUS 656 tent, a rank ordering of programs, and anallocation of resources in accordance with priorities. oAn appraisal of various program combinations oc-curs, highlighting the relative emphasis on continu-ing present activities and developing new ones, the magnitude of effort required to reach each poten-tial, and the timing and sequence of interrelated programs. oAfter final decisions and allocations are made, the provisional plan is put in final form and presented by the major superior to the board for approval, and then approved programs are channeled to ac-tion assignees. The first year o£ the plan is the congregation's budget. The congregation is now at the point of managing by plan, which parallels the "genius entrepreneur" charac-teristic of administrative ability. It has succeeded in rep-licating the characteristics of the "genius entrepreneur" in a corporate framework. In subsequent periods the congregation recycles through the planning process, and the family of plans is updated and reissued. The first year of the plan as up-dated becomes the operating budget and the final year of the plan is extended. Here perhaps a word of warning is in order. Remember that lead time is an absolute necessity. It takes three to five years before major moves have a real impact on a corporation, and SRI believes that the same will hold true for congregations of religious. Maior in-depth evaluations are probably required only about every five years. In the interim period the special studies, updating of stakeholder analyses, and solicitation of planning issues from members are all that is likely to be required. Conclusion Our experience has been that the organized entre-preneurship model works. In the five years (this is the sixth) that SRI has been conducting executive seminars in business planning, more than 600 executives from over 300 companies representing every continent of the globe have participated. Many corporations, such as Coca-Cola, Owens-Corning Fiberglas, Lockheed, Merck, and Cyanamid, have been using one or more variations of the model with considerable success. The model de-scribed here is the adaptation that has been developed for congregations of religious despite the difficulties of measuring benefits and some kinds of costs when non-financial criteria are applicable. It is too early to say to what degree the orders SRI has assisted with planning have benefited, but there is every reason to believe that they are adapting with the times and will continue to be dynamic forces in the Church and wider society in the years ahead. Highly idealistic, yet realistic, spiritual and temporal goals and objectives have been determined. Honest objective evaluations have been undertaken, recommendations have been made, plans for their implementation have been drawn up, and these are being put into effect. Government has been democratized and strengthened. Management sys-tems have been introduced. And all of this has been done by directly involving some 250 members of each order in task forces and less directly involving all mem-bers through solicitation of information, opinions, at-titudes, and issues important to them. The final plan is theirs and they are committed to it. This motivation alone enhances the probabilities of success. In addition, the management skills of these congregations have been added to greatly. The sense of community has been en-hanced by the reaffirmation of congregational goals and objectives, the open realization of the pluralism inherent in any large group of people, and the translation from concept to action of both subsidiarity and collegiality. Another vital factor that enhances the probabilities of the orders strengthening themselves as a result of the introduction of modern management techniques and planning as part of their renewal is the quality of .their leadership. It takes strong, forward-looking leaders to see the benefits from and to commit their members to a major planning project such as this and then see that it reaches fruition. Good management is good stewardship of resources to attain goals and objectives and to provide the greatest benefits for all stakeholders with the resources available. One essential component of good management is plan-ning. ÷ ÷ ÷ S~ardshi~ VOLUME 29, 1970 657 LOUIS G. MILLER, C.Ss.R. The Social Responsibility of Religious Louis G. Miller, (~,Ss.R., is on the staff of Liguori Publication in Li-guori, Mo. 65057. REVIEW FOR RELIGIOUS 658 It is in the temper of our times that religious who take the vow of poverty are under close scrutiny. The youthful generation has a sharp eye for phoniness, and they are quick to draw attention to the gap that seems to exist between professing a vow of poverty and the actual living of a poor life. The matter concerns the individual religious and it also concerns the religious order or congregation as a whole. The following reflections have to do with one aspect of the problem which, in my opinion, religious communities have, generally speaking, neglected in the past. I mean the responsibility of devoting some part of the community funds to investment in projects designed to help relieve the most pressing social problem of our time: the widening gulf between the haves and the have nots in our society. Before developing my theme, let me state that I am well aware of the self-sacrificing work being done by religious in their parishes and in teaching and nursing programs for the poor and deprived. When a parish staffed by members of a religious order goes through the inevitable cycle and changes from middle-class to low-income parishioners, the people stationed there pitch in, ordinarily, and try to adapt to the new situation that is thrust upon them with energetic zeal. What we are concerned with in this article is social consciousness on the provincial level. In the ordinary course of development, a province will accumulate funds, and it will seek ways to invest these funds. The interest from these investments goes to the support of educational institutions and missionary projects. There are two ways of doing this. A religious community can invest its funds under the single motivating principle that the investments be safe and that they bring the highest possible return. This is the course followed by many a conscientious bursar or procurator, and in the past, few questioned it. Another way of going about .the matter of investing funds would be to look for ways and means of applying them to the alleviation of the pressing social crisis of our time. No one can be unaware that such a crisis exists. It finds expression in the widening gulf between rich and poor, the increasing bitterness in the racial confrontation, and the alienation between generations that seems to result from the other factors. In Vatican II's Decree on the Appropriate Renewal of Religious Life there is a very apt expression of community responsibility in this regard. After noting that "poverty voluntarily embraced in imitation of Christ provides a witness which is highly esteemed, especially today," the Decree goes on to say: Depending on the circumstances of their location, communi-ties as such should aim at giving a kind of corporate witness to their own poverty. Let them willingly contribute something from their own resources to the other needs otr the Church, and to the support of the poor, whom religious should love with the tenderness of Christ (Number 13). As we well know, the young appear to find it.difficult to put their faith and trust in any kind of "establish-ment" today. They only too readily suppose that an institution of its very nature is so hamstrung by long-standing traditions that it cannot move in the direction of new and imaginative ventures. Over and above the tremendous work being done by religious in, for example, inner city projects; over and above occasional cash donations to worthy causes, I believe we need something in the nature of a symbolic gesture on the level of capital fund investment. I believe this would serve as a large factor in winning the confidence of young people that we are indeed willing to back up our words with our deeds, and that as an institution we can take a forward step. The heart of the social crisis today, most authorities agree, is the housing problem. The United States Commission on Civil Rights calls this the "most ubiquitous and deeply rooted civil rights problem in America." The Koerner Report agrees and makes it clear that its dimensions are so great that if a solution is not found within a few years, the resultant pressures could produce riots far more terrible than those our country experienced two or three years ago. The plain fact of the matter is that while each year 1.5 million new family homes are built in the United States, nearly all of them are on a de facto segregated basis. Since World War II the FHA and VA have financed $120,000,000 in new housing. According to a ÷ ÷ Social l~sponsibitity VOL~bl~ 2% k970 .I. + L. G. MC.iSllse.Rr,. REVIEW FOR RELIGIOUS 6~0 survey made two years ago by the American Friends' Service Commission, less than two percent of this housing has been available, kealistically available, to non-whites. Each year we get larger white belts in our suburbs and more compressed black cores in our cities. The black core is continually compressed inward upon itself. Recently in St. Louis representatives of the president's Commission on Civil Rights, under the chairmanship of Father Theodore Hesburgh, after long hearings on the situation there, issued a depressing report that, although legally integrated housing is in force, de facto segregation in the great majority of suburbs is still very much the order of the day. He was quoted as saying: "Everybody we interviewed admitted that we have a grave problem; but nobody knows what to do about it." I propose that we direct some of our provincial invest-ments, perhaps a tithe of 10 percent, to the alleviation of this de facto discrimination in housing. In doing so, we would not of course be pioneers among church groups. There are available for study a number of interesting examples of what can be done and has been done. In Akron, Ohio, there is a nonprofit interfaith organization, organized in 1964, called INPOST, spon-sored by local Episcopal, Lutheran, Methodist, and Presbyterian churches. INPOST has directed several million dollars of investment into a complex of 108 units of low-cost housing, 72 units of high-rise housing, and 28 town houses. It is hoped that this complex will become a model for similar developments across the country. The diocese of Peoria for the next three years will advance $35,000 annually toward urban renewal and poverty programs in their area, with special emphasis on housing projects. We have noticed in the news recently that the Chicago Jesuit province recently made available $100,000 to be used as bond money to try to keep black families from being evicted from their homes. These are families with no equity in their homes even years after purchase at inflated prices, and legally able to be evicted on missing one payment. The Franciscan Sisters of Wheaton, Illinois, have announced an $8,000,000 plan to build and operate as nonprofit sponsors a residential complex for senior citizens and middle-income families in that area. The diocese of Detroit has been a leader in approving at least one $74,000 loan as seed money for testing the feasibility of having houses prefabricated by the hard-core unem-ployed for erection in the inner city. There is a national organization,, with headquarters in Washington, D. C., called SOHI, or "Sponsors of Open House Investment." Congressman Donald M. Frazer is its chairman, and numbered in its long list of sponsors is a host of distinguished Americans of all creeds and a variety of professional competences. It seeks to promote investment by individuals or by non-profit institutions of about 10 percent of their available investment capital in housing that is open to all. The organization does not itself invest. But it alerts indi-viduals and nonprofit groups to investment opportuni-ties in equal housing. It seeks to bring together investors of good will and housing professionals who are com-mitted to open occupancy. It operates on the principle that if a person cannot do anything himself to help solve the housing problem, his funds, if he has money to invest, can be an eloquent voice to help in the terrible silence of the decent in facing up to the housing problem that exists in our Country today. Under the slogan "National Neighbors" it seeks to build bridges of understanding between people, whatever their race or color. The Headquarters of SOHI is located at 1914 Connecticut Ave., N. W., Washington, D. C. 20009. Objection to these proposals can be made, of course, on the grounds that there is a smaller interest rate on such investments, and they are not as safe as blue chip stocks. Also, the objector might continue, the religious community needs all the money it can scrape together in these difficult times to support the various projects already in operation. But I submit that this does not absolve us from our social responsibility. If things are tough for us, they are much tougher for a great many people in the have-not group. They are a lot tougher even for people who have the money, but who can't buy a home in a decent neighborhood because their skin is black. If the social problem in our country is not met and dealt with, the most gilt edged investments will not be of much use or solace in the turmoil and violence that may follow. ÷ ÷ ÷ so~d VOLUME 29, 1970 661 SISTER M. RITA FLAHERTY, R.S.M. Psychological Needs of CeBbates and Others ÷ ÷ ÷ Sister Rita is chairman of the Department of Psy-chology; C~rlow College; Pittsburgh, Pennsylvania REVIEW FOR RELIGIOUS 662 Today when the value of celibacy--to which so many thousands of priests and religious are committed--is being questioned, it seems important that every facet of the problem be examined. The questioning seems to be the result of: (1) Vatican II's emphasis on the true value of marriage as a way of life that can lead to the highest sanctity and spiritual fulfillment, (9) the research of Biblical schoIars which raises questions about the time, place, circumstances, and even authenticity of those words of Christ which were formerly quoted in defense of celibacy, (3) the difficulty of practicing celi-bacy in a culture that places a high premium on sexual pleasure, and (4) the emotional difficulties that can arise as a result of deprivation of this important physical and psychological need. While all aspects of this problem deserve close study, it is with the last aspect that this paper will be concerned. In spite of all these problems and new discoveries, there are many religious and priests who cannot ignore what they believe is the prompting of the Spirit to live a celibate life. These people who choose to live in the unmarried state are entitled, it would seem, to have this freedom and also to have any help from psychologists or others who can aid them in solving some of the problems that may arise as a result of that choice. Although this study is directed toward the needs of celibates, actually much of the material is applicable to both married and unmarried alike. Basic psychological needs are to a great extent universal, differing only in emphasis and means of satisfaction from one cultural group to another. In studying the behavior of humans, psychologists in general would conclude that all behavior is motivated, that is, it arises from some need within man. Behavior, as defined by psychologists, is an attempt to provide satisfaction for a need. What is a need? What happens when a need is experienced? A need is a state o[ tension or disequilib-rium that results from some lack within the person. When this need is felt, it causes the person to become tense and restless; it activates him to perform some action in order to relieve the need--to get rid of the tension and to achieve a state of ~atisfaction or equilib-rium. A man who is watching a television 'show may not be conscious of his need for food, but he does become restless while watching and jumps up at the commercial and goes to the refrigerator to find something to eat. This behavior is directed towards a goal that will relieve the tension from hunger. Hunger is classified as a physical need, along with thirst, need for sleep, for oxygen, for elimination, for sex, and for many other activities that help to maintain a state of physical satisfaction. Each of these physical needs is tied in with a biological system within the body which in most cases depends on satisfaction of the physical need for survival. One cannot imagine a man being deprived of oxygen for more than eight minutes or deprived of water for more than a week or of food for much more than a month, without dying. Therefore when the person becomes aware of the lack of oxygen, water, or food he becomes agitated and rest-less and gradually filled with tension until he finds a suitable object to satisfy his need. And so it is with all the other physical needs, .including sex, except that the need for sex seems to be the only one which is not necessary for the individual's preservation of life--it is, however, very important in the preservation of the race. For this reason celibates need not worry about endangering their lives, but they must expect a certain amount of frustration and tension resulting from the deprivation of this basic physiological drive which in man is also part of his whole personality. However, physical needs comprise only one of three categories that may be termed human needs. One must also consider psychological and spiritual needs in studying human behavior. Although many psychologists discuss a large variety of psychological needs the five most com-monly mentioned include: affection, security, achieve-ment, independence, and status. Since these needs are more subtle and do not usually lead to loss of life, people are often unaware of the tension created by them. Yet the tension can become very strong and even lead in some individuals to a complete disorganization of personality which could be termed a kind of psy-chological "death." ÷ ÷ Sister Rita REVIEW FOR RELIGIOUS TiLe need for affection implies the need to give and receive love. This is very important throughout life, but seems most important during infancy and early childhood, in studies done by Ribble, Spitz and others young infants deprived of mothering, that is, fondling, petting, and other signs of affection have in some cases gradually wasted away in a disease called maras-mus. Older children and adults may not die from lack of affection but they may develop some severe person-ality deviations. The second psychological need mentioned is that of security which Karen Homey defines as the need to feel safe from the dangers of a hostile and threatening world. Physical security is not the important element here as was demonstrated by the children who ex-perienced the terrors of the London bombings during the Second World War. It was found after the war that those who were separated from their parents and sent to places of safety in the country showed more psychological disturbance and insecurity than those who lived through the raids in the city of London while staying with their parents. Evidently the presence of people who love you makes one feel more secure than any amount of physical safety in the presence of strangers. As adults, we experience insecurity when we fear that no one loves us or that those people who are present in a situation we perceive as threatening do not really know us or understand us. The next psychological need is achievement or the feeling that one has accomplished something worthwhile. The individual must be convinced himself of his achievement. Another person telling him that his work is good is not sufficient if he himself is dissatisfied with the outcome. Therefore when one reaches a personal goal, a feeling of real achievement can be experienced-- but often p~ople who are deprived of affection or feel insecure cannot feel a satisfying experience of achieve-ment. The anxiety that is generated by deprivation of these other psychological needs may either paralyze their efforts so they cannot achieve, or if they do achieve, the results are rendered personally unsatis-fying. Once a person can achieve, however, he usually wants to become independent. The need for independ-ence involves the ability to make decisions and take responsibility for one's own actions. During adolescence this need gets very strong and continues throughout life. One can never be considered a mature adult until he has achieved an independence of "though.t, decision, and action. Finally the need for status or a feeling of self-worth must be considered as probably the most improtant psychological need found in humans. The need for status includes the desire to be a worthwhile person-- to be a good person. Everyone has this very basic need to see himself as a person who is worthwhile. Anyone who views himself as bad, inferior, or inadequ.ate does not satisfy his need for status. More Americans are visiting clinical psychologists today because they "hate" themselves, than for any other reason. If this need for self-worth is not fulfilled the person cannot be really happy. A final category of human needs is not usually men-tioned in psychology books but should be noted here, that is, spiritual needs. These include a need to believe, love, and worship an absolute Being--someone outside of man who is infinitely good and powerful. Spiritual needs also include the need to "live for others," to go out to others, to have a meaning for one's life. Depriva-tion of needs in the spiritual area are less perceptible, that is, many people can seemingly go for years without showing tension over these needs. However, because these needs are most subtle does not mean they do not exist or that they are less important. Since psychology is a relatively new science it is understandable that very little investigation has been conducted in this intimate but obscure area of man's personality. Victor Frankl and other psychotherapists are writing more often these days about existential neurosis, which is a frustration and anxiety caused by a lack of purpose in one's life. Those individuals who see no purpose in life or reason for living may very often be suffering from a deprivation of spiritual needs. Now in considering the problems brought on by these needs one must remember that they can be operating on a conscious or an unconscious level. A man may be aware that he is hungry and go in search of food, or sometimes he may be unaware that the frus-tration, tension, and even depression he experiences could be eased by eating a good meal and perhaps getting a good night's sleep. So, while most physical needs are consciously felt, sometimes needs for food, sex, sleep, and so forth may be causing tension for which we cannot account. The psychological needs are much more likely to operate on an unconscious level, perhaps because many people would be loathe to admit their needs for affection, approval, status, and so forth. It is possible for a person to be aware that he needs to be loved or esteemed by others, but it is more likely that he would repress this, thereby causing the need to operate on the unconscious level. Finally, spiritual needs are most likely to be 4- 4- 4- Need~ o] Celibates VOLUME 29, 1970 665 Sister Rita REVIEW FOR RELIGIOUS 666 repressed and many people go through life not realizing that they have a human need for God--a need to depend on an all-powerful Being for love and help. One might ask how a discussion of these needs js involved in the problems of celibates. It is the thesis of this paper that many celibates can stand the frustration involved in a deprivation of the sex need if other needs are adequately met. For religious it is likely that the physical and spiritual needs are satisfied more often than the psychological ones. Because of faulty training in the areas of friendship, detachment, and obedience a number of celibates ex-perience extreme frustration in areas of at~ection, security, and independence. Because of a fear of engendering pride or a false concept of humility many religious practices have also deprived individuals of a feeling of self-worth. Rarely in the past was praise given for work well-done, and it is the unusual person who can satisfy his need for self-esteem unless he sees others regarding him as a good person. In the past some celibates ma~ have been able to maintain some feeling of worth and goodness based solely on the assumption that celibacy was a "higher" form of life than marriage. Now, postconcilar writers are emphasizing that all states of life can lead to sanctity and that all Christians are called to lead a life of perfection. By thus equalizing the various states, the only prop that some celibates had for a feeling of self-worth (admittedly it was a poor onel) has been pulled away from them. Also in the past the People of God tended to look to those leading a celibate life as somehow being better than non-celibate Christians. Now there is a tendency in Catholic books, articles, and newspapers to question the value of celibacy. This questioning accompanied some-times with a kind of ridicule and cynicism may even-tually cause some celibates to become skeptical about the celibate commitment they have made. Those religious and priests who are abandoning the state of celibacy and seeking dispensations to marry are not necessarily suffering primarily from the deprivation of the sex need. It may be that a person who feels lonely, unloved, and unappreciated may seek in the marriage state the companionship, love, and appreciation that could legitimately have been given him in a loving Christian community. On the other hand, it must be admitted that some celibates may feel it necessary to invest their love in one person of the opposite sex, and thus realize that marriage is the only solution for them. In a recent study cited in the International Herald Tribune (March 10, 1970) the results of a Harvard study conducted by James Gill, S.J., showed that in the case of the 2500 priests leaving the United States priest-hood each year, celibacy does not seem to be the major causal factor. Father Gill indicates that he finds that the priests who are leaving and marrying are very often depressed. The priest dropout was most often a man who found himself taken for granted in a crowded system that sometimes denies the human need for approval. This discovery has caused some of the Church's most dedicated and talented priests to become sad, lonely, disillusioned, and resentful. As one examines these findings of Gill, one is reminded of a similar syndrome that psychiatrists have found in many young business executives--men who find themselves caught up in a structure filled with activity but which leaves the individual disillusioned with a system that deperson-alizes him. It is likely, then, that the American culture is a big factor in the working structui~e of the Church in the United States and that the same conditions that operate in the society to dehumanize the individual are also operating in the Church structure. In a personality analysis, Gill found that many of the priest dropouts were task-oriented men, who were raised by their parents in such a way that the achieve-ment of goals, particularly difficult ones, appealed strongly to them. They tended to go about their work in a compulsive, perfectionistic way, not seeking or enjoying pleasure from it, but aiming unconsciously at the recognition and approval they would gain from those they served. Father Gill goes on to show that when this recognition and approval are not experienced, the priest is in deep emotional trouble. It takes between five and fifteen years for a priest like this to experience the disillusion-ment that will eventually lead to some kind of a crisis. The priest then begins to feel that he is being taken for granted, that nobody seems to care how hard he has worked. Usually priests like this have so consistently performed in a better than average manner that bishops and religious superiors simply expect that they will do a good job. Since applause and approval come less frequently with the passing years the priest gradually feels more and more dissatisfied with himself, with his role in the church, and with his requirement of celibacy, At this point in his life, he becomes an easy prey to emotional involvement with the first sensitive woman who comes into his life. It is evident from Gill's study and those of others that celibacy or deprivation of the sex need is not necessarily the principal problem. Many priests and VOLUME 29, '1970 religious who leave to marry are probably seeking satis-faction for basic psychological needs that could legiti-mately and rightly have been satisfied in a celibate community, or a group of Christians Who practice charity by looking out for the needs of their fellow-man. Celibates must be capable of interacting on a deep personal level with at least a few people. Through. these friendships they will be able to love and appreciate themselves, which in turn enables them to love others. ~In the past, authority figures were looked to for approval and recognition which would lead to some psychological satisfaction and a feeling of self-worth in the celibate. In the light of the findings cited above, it would seem advisable to educate all members of the celibate community (and eventually all the People of God) to a clear understanding of these emotional needs. Only in this way will it be possible for the celibate to receive from some of his peers th~ affection, approval, and sense of self-worth which is so necessary if he is to sustain the frustrations of living in a celibate en-vironment. New ideas about love, friendship, and obedience must be given to all sectors of the community, young and old alike, if the celibate is to survive psychologically. Also the value of the celibate life must be rediscovered, not as a "higher" kind of life, but as a life that can lead to a rich, happy existence as one spends it living for others and thereby living for God. ÷ ÷ ÷ Sister Rita REVIEW FOR" REI;IGIOUS 668 THOMAS A. KROSNICKI, S.V.DI The Early.Practice of Communion in the Hand Travel in the United States and Europe has reen-forced my impression that the practice of Communion reception in the hand has already become quite com-mon. Understandably, the reaction that it causes is quite varied. On the one hand, it is labeled another liberal innovation; on the other, it is seen as the. result of an honest endeavor to make the reception of the Eucharist an authentic sign. In any case, and this is the purpose of the present article, we should realize that this practice, now officially permitted in. Belgium, France, Germany, and Switzerland, is not an. unprec-edented development in the liturgy of the Church.1 Synoptic Considerations The Synoptic accounts record the institution narra-tive as taking place in the setting of a meal which was almost certainly the Passover meal.~ The bread that Jesus used at the Lord's Supper would have been the unleavened bread (matzoth) of the Jewish Passover rite. It is interesting to note, however, that by the time the evangelists set about to record the institution event, they simply used the Greek word "artos," or leavened bread. This is understandable since it is generally accepted by Scripture scholars that the words of institution in the Gospels present the tradition concerning the Lord's Sup-per as preserved in the very celebration of the Eucharist in the early Christian communities. It seems, therefore, that when the Eucharist was celebrated outside the Thomas A. Kros-nicld is a member of Collegio del Verbo Divino; Ca-sella ~.Postale" 5080; Rome, Italy. VOLUME 2% 1970 See "Taking Communion," Worship, v. 43 (1969), p. ~440. Mt 26:26; Mk 14:22-3; Lk 22:19. 669 ÷ T. A. Kromicki, $.V.D. REVIEW FOR RELIGIOUS Passover week, leavened bread was commonly used by the early Church) We should also note in this context the word used to describe the distribution of the eucharistized bread. Jesus simply gave it to those who were present. "Take and eat," Jesus said to his apostles. The verb used is the Greek Xa~/3~vo~ which is a generic verb indicating the simple act of taking (with the hand) as is seen from the use of the same verb in Luke 22:19 where Jesus "took the leavened bread." (K~d Xo~v &prov). Frbm these considerations, though no direct proof is established, two points can be asserted. In the Apostolic Church the Eucharist was leavened bread and was dis-tributed in the ordinary manner of giving. A few selected texts ~om the writings of the Church fathers will clearly demonstrate that hand reception of the Eucharist was practiced in the first centuries. Tertullian to Cyril of Jerusalem We would not expect to find in the writings of the fathers an exact account of the mode of Communion reception that was common at their time. There was no reason for them to explain such practices. The most that one can find in searching through their works are oc-casional references to the practice. These indications point to hand reception. The oldest witness we have that the faithful received the Eucharist outside of the solemn liturgy and, in fact, in their homes, is Tertullian (d. 220). At the same time he is an implicit witness for the early practice of hand communion: A whole day the zeal of faith will direct its pleading to this quarter: bewailing that a Christian should come .from idols into the Church; should come from an adversary workshop into the house of God; should raise to God the Father hands which are the mothers of idols; should pray to God with the hands which, out of doors, are prayed to in opposition to God; should apply to the Lord's body those hands which confer bodies on demons. Nor is this sufficient. Grant that it be a small matter, if from other hands they received what they contaminate; but even those very hands deliver to others what they have con-taminated. Idol-artificers are chosen even into the ecclesiastical order. Oh wickednessl Once did the Jews lay hands on Christ; these mangle His body daily. Oh hands to be cut offl Now let the saying, 'If thy hand make thee to do evil, amputate it,' (Mt. 18.8) see to it whether it were uttered by way of similitude (merely). What hands more to be amputated than those in which scandal is done to the Lord's body? * ~ Encyclopedic Dictionary of the Bible (New York: 1963), pp. 697- 702; Joseph M. Powers, Eucharistic Theology (London: 1968), pp. 60-1. ~ Tertullian, On Idolatry (PL, v. 1, col. 744C-745A; trans.: Ante- Nicene Fathers, v. 11 [Edinburgh: 1869], p. 149). In Tertullian's To His Wife which discusses the dangers incurred by a Christian wife even with a "tolerant" pagan husband, we read: Do you think to escape notice when you make the Sign of the Cross on your bed or on your body? Or when you blow away, with a puff of your breath, some unclean thing? Or when you get up, as you do even at night, to say your prayers? In all this will it not seem that you observe some magical ritual? Will not your husband know what it is you take in secret before eating any other food? If he recognizes it as bread, will he not believe it to be what it is rumored to be? Even if he has not heard these rumors, will he be so ingenuous as to accept the explana-tion which you give, without protest, without wondering whether it is really bread and not some magic charm?" The Apostolic Tradition of Hippolytus of Rome (d. 235) goes into even more detail when giving prudential advice about home (and understandably hand) reception of the Eucharist: Every believer, before tasting other food, is to take care to receive the Eucharist. For if he receives it with faith, even if afterwards he is given something poisonous, it will not be able to do him harm. Everyone is to take care that no unbeliever, no mouse or other animal eats of the Eucharist, and that no particle of the Eucharist falls on the ground or is lost. For it is the Body of the Lord that the faithful eat and it is not to be treated care-lessly. o Cyprian's (d. 258) exhortation to the martyrs en-courages them to arm their right hands with the sword of the Spirit because it is the hand which "receives the Body of the Lord": And let us arm with the sword of the Spirit the right hand that it may bravely reject the deadly sacrifices that the hand which, mindful of the Eucharist, receives the Body of the Lord, may embrace Him afterwards to receive from the Lord the reward of the heavenly crown.~ When the same author speaks of the lapsed Christians, he says: On his back and wounded, he threatens those who stand and are sound, and because he does not immediately receive the Lord's Body in his sullied hands or drink of the Lord's blood with a polluted mouth, he rages sacrilegiously against the priests? ~ Tertullian, To His Wife (PL, v. 1, col. 1408AB; trans.: Ancient Christian Writers, v. 13 [Westminster: 1951], p. 30). ' 6 Hippolytus, Apostolic Tradition, cc. 36-7 (Bernard Botte, ed., La Tradition apostolique de saint Hippolyte [Miinster: 1963], pp. 82-5; trans.: Lucien Deiss, Early Sources o] the Liturgy [Staten Island: 1967], p. 68). ~ Cyprian, Letter 56 (PL, v. 4, col. 367AB; trans.: The Fathers o] the Church [hereafter = FC], v. 51 [Washington: 1964], p. 170 where the letter appears as Letter 58). 8 Cyprian, The Lapsed (PL, v. 4, col. 498B; trans.: FC, v. 36 [1958], pp. 76-7). ÷ ÷ ÷ 2". A. KrosM¢~, $.V~D. REVIEW FOR RELI@IOUS Moreover, Cyprian gives us two accounts of persons who were not worthy to receive the Eucharist in their hands. He writes: And when a certain woman tried with unclean hands to open her box in which was the holy Body of the Lord, there-upon she was deterred by rising fire from daring to touch it. And another man who, himself defiled, after celebration of the sacrifice dared to take a part with the rest, was unable to eat or handle the holy Body of the Lord, and found when he opened his hands that he was carrying a cinder.D Hand Communion reception was certainly practiced in the time of persecution as we know from Cyprian, but Basil (d. 379) is our best witness to this fact: Now, to receive the Communion daily, thus to partake of the holy Body of Christ, is an excellent and advantageous practice; for Christ Himself says clearly: 'He who eats my flesh and drinks my blood has life everlasting.' Who doubts that to share continually in the life is nothing else than to have a manifold life? We ourselves, of course, receive Communion four times a week, on Sundays, Wednesdays, Fridays,. and Saturdays; also on other days, if there is a commemoration of some saint. As to the question concerning a person being compelled to receive Communion by his own hand in times of persecution, when there is no priest or minister present, it is superfluous to show that the act is in no way offensive, since long-continued custom has confirmed this practice because of circumstances themselves. In fact, all the monks in the solitudes, where there is no priest, preserve Communion in their house and receive it .from their own hands. In Alexandria and in Egypt, each person, even of those belonging to the laity, has Communion in his own home, and, when he wishes, he receives with his own hands. For, when the priest has once and for all com-pleted the sacrifice and has given Communion, he who has once received it as a whole, when he partakes of it daily, ought reasonably to believe that he is partaking and receiving from him who has given it. Even in the Church the priest gives the particle, and the recipient holds it completely in his power and so brings it into his mouth with his own hand. Accordingly, it is virtually the same whether he receives one particle from the priest or many particles at one time?° There is reference here to more than hand commun-ion. Since no priest or deacon was present, in this case the persons communicated themselves. This was not, however, limited to times of persecution, as Basil points out. Cyril of Jerusalem (d. 386) gives us the clearest ac-count of the manner of hand communion common at his time. In his Mystagogic Catecheses addressed to his D Cyprian, The Lapsed (PL, v. 4, col. 500B-501A; trans.: FC, v. 36 [1958], pp. 79-80). Cyprian notes the practice of taking the Eucharist home and the reception of communion outside of the liturgical celebration. The Eucharist was in this ease reserved in some sort of a box. ~ Basil, Letter 93 (PG, v. 32, col. 484B-485B; trans.: FC, v. 13 [1951], pp. 208--9). catechumens we read: When you approach, do not go stretching out your open hands or having your fingers spread out, but make the left hand into a throne for the right which shall receive the King, and then cup your open hand and take the Body of Christ, reciting the Amen. Then sanctify with all care your eyes by touching the Sacred Body, and receive It. But be careful that no particles fall, for what you lose would be to you as if you had lost some of your members. Tell me, if anybody had given you gold dust, would you not hold fast to it with all care, and watch lest some of it fall /and be lost to you? Must you not then' be even more careful with that which is more precious than gold or diamonds, so that no particles are lost? u Augustine and the Early Middle Ages As we see from the above excerpts, the method of Communion reception up to the time o[ Augustine at least, indicates the practice of hand reception. With Augustine (d. 430) two innovations become apparent for the first time. The men are told to wash their hands; the women are instructed to receive the Eucharist on a white cloth, commonly called the "dominicale]" laid over their hands.1~ In Sermon 229 he writes: All the men, when intending to approach the alt~r, wash their hands, and all the women bring with them clean linen cloths upon which to receive, the body of Christ, thus they should have a clean body and pure heart so that they may re-ceive the sacrament of Christ with a good conscience.~ The same practice is mentioned in the Sermons of Caesarius of Arles.14 The first witness that this author was able to find, giving an explicit example of mouth reception of the Eucharist, was Gregory the Great (d. 604). The case in question is the reception of the Eucharist by an invalid from the hand of Pope Agapitus (535-536): While he [Agapitus] was passing through Greece, an invalid who could neither speak nor stand up was brought to him to be cured. While the weeping relatives set him down before the man of God he asked them with great concern whether they truly believed it possible for the man to be cured. They an-swered that their confident hope in his cure was based on the ~a Cyril of Jerusalem, Mystagogic Catecheses (PG, v. 33, col. l124B- 1125A; trans.: Joseph A. Jungmann, The Mass o[ the Roman Rite [London: 1959], pp. 508-9). ~ In 578 the Council of Auxerre stated the same in Canons 36 and 42 (Mansi, v. 9, p. 915). Canon ~6: "A woman is not to receive com-munion on the bare hand." Canon 42: "That every woman when communicating should have her 'dominicale.' If she does not have it, she should not communicate until the following Sunday." ~Augustine, Sermon 229 (PL, v. 39, col. 2168A). The sermon is probably by St. Maximus of Turin (Sth century). x~ Caesarius of Aries, Sermon 227 (Corpus Christianorum, v. 14, pp. 899-900; trans.: Andr~ Hamman, The Mass: Ancient Liturgies and Patristic Texts [Staten Island: 1967], pp. 242-3). ÷ ÷ ÷ Communion VOLUME 29~ 1970 673 4. 4. T. A. Krosnicki, $.V.D. REVIEW FOR ~ELIGIOUS power of God and the authority of Peter. Agapitus turned im-mediately to prayer, and so began the celebration of Mass, offering the holy Sacrifice to almighty God. As he left the altar after the Mass, he took the lame man by the hand and, in the presence of a large crowd of onlookers, raised him from the ground till he stood erect. When he placed the Lord's Body in his mouth, the tongue which had so long been speechless was loosed.= It would be difficult to conclude from this one example that this was the common practice of the time, for it is known that on occasion the Eucharist was applied to parts of the body as a form of sanctification of the senses or as a cure.an Agapitus might have preferred in this incident to place the Eucharist on the tongue of the invalid since, as Gregory relates, the man Was mute. Gregory also notes: "When he placed the Lord's Body in his mouth, the tongue which had for so long been speechless was loosed." In the eighth century writings of Bede (d. 735) we come across another example of hand reception of communion. Describing the death of a brother, he writes in his Ecclesiastical History: When they had lain down there, and had been conversing happily and pleasantly for some time with those that were in the house before, and it was now past midnight, he asked them, whether they had the Eucharist within? They answered, 'What need of the Eucharist? For you are not yet appointed to die, since you talk so merrily with us, as if you were in good health.' 'Nevertheless,' said he, 'bring me the Eucharist.' Having re-ceived It into his hand, he asked whether they were all in charity with him, and had no complaint against him, nor any quarrel or grudge. They answered, that they were all in perfect charity with him, and free from all anger; and in their turn they asked him to be of the same mind towards them?' Periods'of Transition The transition from the reception of the Eucharist in the hand to that of the mouth as we know it today, seems to have begun at the end of the, eighth century and is allied to the change from leavened to unleavened bread. Alcuin of York (d. 804), the learned friend and counselor of Charles the Great, seems to have been the first to indicate the use of unleavened bread,is But even then, it is unclear whether he intended to state that the bread should be unleavened or merely indicates its usage. He does, however, clearly show that unleavened ~ Gregory the Great, Dialogue 3 (PL, v. 77, col. 224B; trans.: FC, v. 39, pp. 116-117. la Plus PARSCn, The Liturgy o[ the Mass (London: 1957), p. 23. 1T Bede, Ecclesiastical History of England IV, 24 (PL, v. 95, col. 214C-215A; trans.: A. M. Sellar, Bede's Ecclesiastical History o[ England [London: 1912], pp. 280-1). ~ R. Woolley, The Bread o/the Eucharist (London: 1913), p. 18. bread was used. Along with this change to unleavened bread came the introduction of the small round wafers which no longer required breaking or chewing.19 It seems that this fact influenced the change to mouth reception of the Eucharist as well. The use of the un-leavened bread with its capability of being more easily preserved became a matter of greater convenience. The Councils of Toledo and Chelsea show that there must have been some common irreverefices on the part of the clergy when using ordinary bread for the Eucharist. The best way to obviate such disrespect was to require a special bread, other than the everyday domestic type, for the celebration of the Eucharist3° Another reason for the change to unleavened bread was to forestall any confusion between the Eucharist and the common bread of the household. The change to mouth reception became a matter not only of practicality but also as the result of the misun-derstanding of the sacrality of the individual Christian. Due to the thinking of the times, the Christian was no longer considered worthy to touch the Body of the Lord with his hands.~1 With exaggerated sentiments of humility and unworthiness, the faithful received the Eucharist on their tongues. The eucharistic practice had also been influenced by the overemphasis on the divinity of Christ to the almost exclusion of his humanity. The mortal, sinful man dare not touch with his hands the all-holy, powerful God. All of this led to the point where by the ninth century hand Communion was no longer the practice. The Council of Rouen (878) explicitly condemns hand Communion reception on the part of the lalty.~ The tenth Ordo romanus, dating from the ninth century, describes mouth reception of communion not only for the laity but even for the subdeacon. Priests and deacons, after kissing the bishop, should receive the body of Christ from him in their hands, and communicate themselves at the left side of the altar. Subdeacons, however, after kissing the hand of the bishop, receive the body of Christ from him in the mouth.~ The eighth and the ninth centuries were then the 19James Megivern, Concomitance and Communion (Fribourg: 1963), p. 29. ~0 WOOLt.EY, The Bread, p. 21. ~a See K. Bihlmeyer and H. Tiichle, Kirchengeschichte, v. 2 (Pader-born: 1958), p. 120: "In this period [the Middle Ages] in order to avoid irreverences as much as possible, in place of bread to be broken, small wafers ('hostia,' 'oblata') were introduced. For the same reason the holy food was no longer placed in the hand of the faithful but directly into the mouth." m Council of Rouen (Mansi, v. 10, pp. 1199-1200). ~Andrieu, Les Ordines romani du Haut M~yen Age, v. 2 (Lou-vain: 1948) p. 361. ÷ ÷ ÷ Communion VOLUME 2% 1970 675 periods of transition from the hand to the mouth recep-tion of the Eucharist. For a time both methods must have been in use. Once again, we find ourselves in a similar period of transition. The mouth form of recep-tion is still the more common practice but no one can deny that the practice of hand reception is becoming even more common especially among smaller groups and at Masses celebrated for special occasions. From this brief and admittedly sketchy glance at his-tory, it can be readily seen that hand Communion is not really an innovation for .it seems to have been the ordinary manner of reception of the Eucharist for al-most eight hundred years. + ÷ ÷ T. A. Krosnlcki, S.V.D. REVIEW FOR RELIGIOUS EDWARD J. FARRELL Penance: Return of the Heart The theological literature on penance has been en-riched by writers of the stature of Karl Rahner, Bernard H~iring, and Charles Curran; and we have, as a result, an enlarged understanding of its significance for our own day. I do not propose to speak so much of theology as of experiences and to invite you to reflect with me and to think into the mystery of penance. I speak to you as an expert to my fellow experts, as an authority among fellow authorities, because each one of us is an authority on penance. We have long lived it and we cannot have lived so long and celebrated the mystery so frequently without in some way becoming experts, authorities, or at least persons with much experience. Living itself is an experience of penance. One thing is certain; penance is alive, and anything alive changes. One of our deepest hopes is that we cim change, be-cause penance is concerned with change--not the kind of change which we sometimes call spontaneous, which we can so easily speak of in words, but a change in a much deeper level of being and action. The sacrament of penance, or penance itself which we are experiencing today, has an aura of Spring about it. There are certain seasons, certain times, certain patterns to the Christian life even as there were in Christ's life; and we follow those patterns. Christ was buried. He arose. And the truths of Christ will not be unlike Himself. There are forgotten truths in our faith, in our life experiences which have been laid aside and buried. We can become so familiar with particular realities that we forget the language. Even our relationship with Christ can be diminished. But there is always a resur-rection, always a rising. They are like bulbs which lie bur.led and forgotten in winter's chill grip, but still are there, waiting, until, mysteriously, Spring comes and we discover them. There is an expectancy about Spring. ÷ ÷ ÷ i~.dwa~d J. Fartell is a stuff membe~ o~ 8a~ed ~ea~ 8emi-n~ y; 2701 Chicago Boulevard; Detroit; Mi~igan 48206. VOLUME 29, 1970 ÷ 4. l~. ]. Farrel~ REVIEW FOR RELIGIOUS 678 There is an expectancy about penance. It is a new dis-covery for each of us, something which we have not wholly experienced before and it is important that we understand the why of thii. Penance is ancient, yet ever new. There is a "today" even though we have had a "yesterday." There is in us always a newness and an aliveness. When we were young, when we were very small, we saw things in a particular way. Then we grew, grew up, de.veloped in many areas. There is, however, a certain stabilization that takes place; and if our growth did not in some way level out, we would be sixty, eighty, perhaps one hundred feet tall. Imagine the problems of the environment thenl In our early years we thought that when our physical growth had leveled off and stabilized that our growth was finished. Yet it had only begun. When we grew to a certain size perhaps we returned to the school where we once attended kindergarten and the first primary grades. The old neighborhood looked almost quaint. It looked so small because we had grown so large. This physical growth is a true growth; yet it is after we have achieved it that the real growth takes place, the growth of mind and heart and soul, by which we are led into and beyond the senses, into the arts, literature, history, philosophy, and faith. Even in our day of specialization, as one follows ever more deeply his specialization it becomes in some strange, little un-derstood way, narrower and narrower until at a mys-terious moment it opens into a wholly new horizon. At such a moment one is made aware that this universe is too vast for the mind to grasp. It is, then, in this experience that man slowly and painfully becomes little. It is then that he begins to acquire real knowledge, real humility, that he moves toward maturity. I think that we are on the edge of this kind of growth. No longer do we need the pride and arrogance of adolescence. This humility, or perhaps humiliation, has touched all of us. We become aware of an unsureness, the unsureness of maturity; we begin at last to know that we do not know and perhaps will never know all that we so much desire to know. A pro-found transformation, a growth, an evolution now takes place in us. Now we begin to discover truths which we really had never known, yet were there awaiting our discovery, our awakening to their being. We never knew them at all, we never saw them; they were there but we did not see them. We have heard about these ideas, con-cepts, truths, perhaps even talked about them. Now, however, in this new experience we have no word, no thought, no concept, perhaps not even a theology. Now we become much more people of experienced awareness and all must be initialed with our initial and be ours in our unique w~y; otherwise, we belong to no one, nor do the truths belong to us. We begin to know ourselves in a new context of spiritual knowledge. I think this experience is true especially of the mysteries of Christ, the mystery of the Church-~which is essentially mystery--the mystery of penance, the mystery of celi-bacy; and the mystery of human action, the mystery of your act and of my act. When we do something, it is irreversible. We never can step back and undo it. .There is an act which we call a promise and that act nails down the future. It is an absurdity because who can speak for his future; and yet a promise is possible and is perhaps the most significant act a person makes; for we know, even as we make the act, that it is unpredictable; even beyond that, any act has an ano-nymity in its effect. We do not know what effect it will have, how long it will endure, what changes it will create. Humanly speaking, the past, the future, even the present are so much not in our grasp. Yet in all of our acts the mystery of Christ speaks to each one of these realities. He speaks to tile events of the past, reversing what we have done in the act of forgiveness and of penance, in the act of promise in the future which is involved in the penance, the metanoia, the change that we are seeking. The Gospel very simply summarizes Christ's begin-ning: "The time is fulfilled, the kingdom is at hand. Repent, believe in the gospel." How ancient those words are and how new; yet who has heard them? Who has heard them and put them to life? This says something about the mystery of Christ to us and the mystery of His Church which can never be separated from Him. To think of the Church without Christ is to miss the mystery of both. So we move in this deep awareness into the inwardness of Christian mystery, into a knowing, into, finally, a .meaning of penance. And penance, what is it? It is a hunger, a hunger for change; it is a hunger for newness, a hunger for life, for growth; it is a hunger for wholeness and holiness; it is a hunger for experience. Most of all, I think, it is a hunger for being with and to and for. It is a relation-ship that is being sought. It is a togetherness. It is profoundly significant that the command of Christ was: "Repent." Why did He not begin with Eucharist? Is the Eucharist not enough? Was it enough for Christ? He began with: "Repent"; He concluded with Eucha-rist. It is interesting to recall the briefly recorded con-versations of Christ with His Disciples. One day our ÷ ÷ ÷ VOLUME 29, 1970 6'79 ÷ ÷ ÷ ~. ]. Farrell REVIEW FOR RELIGIOUS 680 Lord asked them: "Who do you say I am?" They are always interesting, both the questions of Christ and the commands of Christ, because they are so personal, be-cause they are asked directly of us throughout the whole of our life, and because these are the call He gives to us. He asked: "Who do you say I am?" To answer for the whole group, one volunteered--Peter, and he called back who he was. At the end of our Lord's mission, after the resurrection, He spoke to Peter again but this time He spoke his name: "Simon Peter, do you love me?"--not once, not twice, but three times. By name, He called him out by namel "Simon Peter, do you love me?" and as a consequence of Peter's answer, He gave another command. He said: "Feed, feed my sheep"- strengthen your brethren. Long ago you all made profession and how many times have you made confession since? What is the re-lationship between profession--confession? You cannot find it in the dictionary, but I think there is a very necessary correlation between profession and confes-sion. Peter's profession of faith and Peter's confession of love--this is what penance is all about. Really, sin is a very secondary thing.'Sin is unimportant to Christ. Penance is about a change, a change in our capacity to love. You made your final profession in words and we are all moving toward our final confession. Each one of us has his own history of penance. Just imagine trying to go over your confessions the last year or five years or ten years; imagine forty years of confessions, and how many confessions have yet to be made? Confession: we know the confessions of Jeremiah in the Old Testament, about the mirabilia Dei, the wonder-ful things of God; the confessions of St. Augustine have disappointed many a reader who was looking for true confessions and there is so little there---eating a few pears, an illegitimate child. Really all he is talking about is the first extraordinary discovery and the ongoing discovery of the love of God for him and the power it effected in him. This is why we can speak of his con-fessions. Penance is first of all a confession, a song of praise to God. How unfortunate we are. We so often have said and perhaps still do say: "I cannot find any-thing to confess." Well, even if we did, it would be merely a partial confession because the first thing about penance is to find something, to find the love that one has received, to sing about it, to confess it. Penance is first of all an act of prayer and of worship, of thanks-giving, a recognition, a discovering of the wonderful love of God for us. But that is only part of it because it is only in the strength of this love that there can be sin. If one has not yet tasted or seen or felt something of the love of God, then he cannot sin because sin is cor-relative to love, and there cannot be any sin except in the context of love because sin does not exist except in the non-response to love. Penance is a discovery of what love is and what it is to love. A sister once commented: "In our community there are so many, almost everyone, who are ready to forgive. There is so much forgiveness but there is no one who can confess her need for forgiveness." It is so easy to forgive. Did anyone ever confront you with the words: "I forgive you"? Have you ever been forgiven by another person, a second or third or fourth or twentieth time. The words, "I forgive," do not make any difference. You can come to me and tell me you are sorry and I can say I am sorry, too--about the book you lost or about the car that got dented, but that does not change. You can tell me you are sorry about the way you got angry and what you called me, and I can say, "I forgive you," but what happens when we say that word? Can we forgive? When we say, "I forgive," we are not talking about the action of God, we are not talking about the grace of Christ or the word of the Church; we are saying: "I am trying not to respond to you as you deserve." That is what we ordinarily mean, and implicitly, there is a warning, "Do not let it happen again," because when it does happen again, we remind them: "How many times?" Forgiveness? There are not many of us who are capable of forgiveness. There is no one of us who is capable of forgiveness in the sense that God forgives and Christ forgives, because when Christ forgives, He is not saying He is not going to respond to us as we de-serve but He reaches into us, to the very roots of that which makes us the irascible persons we are. He does something if we let Him, if we are ready to be healed, to be touched, and to be cured. No person can forgive sin. We can empathize with people, we can say we are sorry that they are the miserable creatures they are, but we cannot change them unless we have the capacity to love them with the love of Christ. Otherwise they are untouched by our forgiveness and this is why there is a need and a hunger to be freed from our incapacity to love and not simply to be excused and accepted and remain unchanged. In the great mystery of Christ's death and resurrection it is the sacrament of penance that enables us in some way to get in touch with Him because without getting in touch with Him we cannot do His work. There is a strange misunderstanding in those who feel that the Eucharist is enough, that they can ignore our Lord's call to repent and forget our Lord's suffering and death. It is as if in some way I can forgive myself, can just ÷ ÷ ÷ VOLUME 29, 1970 681 4. 4. E. ]. Farreli REVIEW FOR RELIGIOUS 682 tell Him I am sorry or we can tell one another: "I forgive you, forget about it." In our non-response to love, our inability to love we experience the fact that we cannot heal, that we do not cnre. As someone said, it is not so much that the community or Church' has hurt them, but it has not healed them and that is why they can no longer suffer in this way. It is a partial truth, perhaps, but it is a truth. So often w~ cannot put this need for healing into words but we do expect, we do expect something. Some of our older brethren in Christ are not, I think, too far off in their intuition about the relationship between penance and Eucharist, pen-ance and community; and I think I would say that there is a correlation between the diminishment irl the cele-bration and experience of penance and the diminish-merit in community. The sacrament, the life of penance which is but the life of Christ lived out continually, is the most personal of all the sacraments, the most intense and, therefore, the most difficult. Perhaps it is the last sacrament we are ready for because it demands so much of us; it demands such maturity, it demands such a capacity to suffer, the most terrible kind of suffering, to really learn who we are, and we will do anything to escape that kind of suffering, that kind of anguish. Who of us is really ready to face the living God? There is so much we do in our life to prevent this happening. We talk a good faith, we even have many theologies, b~t who of us really wants to know himself as the Lord knows him? We do not have many temptations. It is the saints who are the primary witnesses to faith, not the theologians who are the primary witnesses--the saints, unlettered, undoctoral but primary witnesses to love. We do not get tempted too often to express our sorrow in the dramatic gesture perhaps of a Mary Magdalen. We do not to6 often weep over our sins, prostrate our-selves before the Eucharist or the Christian community and confess what we are. We have forgotten and per-haps at times we do not even have the capacity any longer because it has been so underexercised. Yet the life of Christ and the reality of man speak out, and we find an extraordinary emergence today from beyond those who are called to give public witness to the mystery of Christ. We find the phenomena of penance and confession and public confession in those "outside." We see it in Alcoholics Anonymous, we see it in Syna-non groups, in sensitivity groups, encounter groups, where the first thing persofis do is to repent, to bare their souls on the guts level and expose who they are. It is an extraordinary experience to experience our poverty and our honesty and in so many ways our nothingness and it gives a kind kind of game can ever give us. It who are or who have been in a there are no games left any more real. We see this, and perhaps l-IS. of freedom which no is something like those mental hospital where and all they can be is it say~ something to The Lord does not accuse us, the Lord does not call to mind our sins: we are the only ones that remember them. The Lord simply asks us again and again: "Do you love me?" Today one is often questioned on the frequency of confession. Should religious go every week to confession?. I think it is very important to see the sacrament of penance in terms of the totality of the Christian life; it is not something that can have its significance only in isolation and only in terms of sin. There was a valid aspect, I think, to the intuition and practice of the Church in encouraging and calling her priests and re-ligious to confession regularly and I am sure it was not so much in terms of their need for absolution from sin but more in terms of confession of the praise of God, and for a deeper understanding of how priests and religious in a special way are the most highly visible embodiment of the Body of Christ. There was an extraordinary article in Time maga-zine in February on environment and I would certainly commend it to your spiritual reading. In this article some experts say that we have so interfered with the ecological system of the world that it is irreversible and human life cannot continue on this planet beyond 200 years. This was just a small portion of the article but it drove home" the reality that the smallest atom has a history, has an effect that goes so far beyond itself that it is almost incalculable what any act of ours can do. I think it speaks so strongly, about the mystery of human community and how we affect one another not only for a moment but have an ongoing effect; and that nothing is really lost. It speaks so strongly to the awareness we must carry within ourselves of the responsibility Christ took upon Himself for the whole world and for the sin and inability and absence of love in so many. It speaks to the fact that to follow Christ's likeness we, too, must be totally concerned with the conversion and transformation of people and where there is not love, to put love. When religious or priests go to confession, they go first of all to recognize that they are sinners and no one of us gets beyond that basic fact--that we are sinners even though saved. The remarkable thing in the testimony and history of the saints is that the more one grows in his experience of the love of Christ, the more ÷ ÷ ÷ Penance VOLUME 29, 1970 ÷ ÷ E. ]. Farrell REVIEW FOR RELIGIOUS 684 he realizes how much this love is absent in himself and he is drawn to the sacrament of penance out of his life experience; not from some external "you ought to" or "you should," but because it becomes more and more a need. There is a hunger for it which cannot be satisfied by anything less except being plunged into this mystery of Christ. St. Catherine of Siena spoke so deeply of this mystery in words that sound strange and rather strong to us-- "Being washed in the blood of Christ." But at the same time, these are words that are deeply Scriptural--Isaian --the Suffering Servant--the mystery of the blood of Christ. We need to be. deeply penetrated with them. We need to be aware that when we go to confession, which is a profession of faith, a confession of love, and a deep experience of a need to be touched by Christ and to be transformed by Him, sgmething takes place even though there is no way of validating it in terms of a pragmatic principle. It does not make a difference. ~¥hy bother? We cannot measure it on the yday to day level just as life cannot be measured on that particular level. There are movements within ourselves that per-haps take a long time before they can make their mani-festation in our nervous system, on the tip of our fingers. When we go to confession we need to be aware that a whole community is involved, not just a par-ticular house but everyone who is in our lives. We can pick up the paper and read about the crime and the violence, especially to the young and the old, and the helpless, the war, and unemployment, and we can read it and so what? It does not seem to enter into the very life that we are living. We are called to be that Suffering Servant and to make up in ourselves what is lacking in others, to in some way experience what Paul experienced. When someone was tempted, he, himself, felt the fire o{ it; when someone was sick, he, himself, experienced it--that deep interpenetration of all these people involved in Christ. So, when one goes to the sacrament of penance, it is for one's own sins-- the incapacity, the inability to love, missing the mark so often, but it is also in terms of the sins of others. Christ's whole life was this life of penance. Religious living is and has to be a following in this life of penance, this ongoing change, this ongoing conversion. One of the problems of frequent confession is the confessor. I think we are all caught .in this together. Our theology is usually behind our experience, and there are many priests who have had great difficulty in finding confessors themselves. I do not think there is more than one in thirty priests who has a confessor, has a spiritual director; and there has been a great impoverishment because we have not recognized nor developed this charism. I do think there is a special apostolate that the Christian and especially the relig

학위논문 (석사) -- 서울대학교 대학원 : 국제농업기술대학원 국제농업기술학과, 2020. 8. 서교. ; Greenhouse gases (GHGs) are considered key factors driving climate change, and electric vehicles (EVs) are proposed as a potential solutions. EVs represent eco-friendly modes of transportation that do not emit carbon dioxide and other GHGs into the atmosphere. In addition, the energy sources associated with EVs would reduce GHG emissions, which have steadily increased over the last several decades. The energy sector accounts for 93% of the total national GHG emissions among five sectors, including industrial processing, agriculture, land-use change and forestry, waste, and energy. Although all of these sectors contribute to GHG emissions. the energy sector is the major source of GHG emissions. Among the numerous sub-sectors under the energy sector, GHG emissions of the road transport sub-sector accounted for 95.9% of the total emissions in the transport sector, with 94,270 Gt CO2e in 2017. The Korean government proposed the adoption of eco-friendly vehicles to achieve the GHG reduction goals in line with the Paris Climate Agreement, which goes into effect in 2021. In addition, the government have proposed promoting eco-friendly vehicles as a strategy of achieving a 37% reduction of the 851 million ton CO2e GHG emissions forecast by 2030. The Korean government has proposed various policies to increase the adoption of EVs, as eco-friendly cars, with the aim of reducing GHG emissions. The government has set a goal of 3 million EVs by 2030, and has provided various incentives such as tax exemptions, purchase subsidies, highway tolls, and discounts on parking fees in public parking facilities to promote the purchases of eco-friendly cars in Korea. Despite these favorable government policies, the rate of EV adoption in Korea has fallen short of expectations. Compared to the goal of 3 million EVs by 2030, the number of EVs registered in Korea in 2019 was only approximately 8.8t thousand which was far below the high goal set by the government. In 2019, only 0.5% of all passenger vehicles in Korea were EVs. According to a survey to evaluate the perceptions of actual buyers of EVs in Korea and the willingness of prospective buyers to purchase EVs, in general, current owners reported that they would not repurchase EV. Prospective buyers reported that they would not purchase EVs for reasons such as reduced subsidies, long charging times, and the short driving range of EVs. In terms of charging, which is a key factor for EV owners, KEPCO's detailed plan for the electricity supply include significantly increasing charging fees for EVs starting in the second half of 2020. Consequently, the charging costs that purchasers of EVs need to pay will increase further and will negatively affect intention to purchase. However, following implementation of the government's policy of propagation of EVs and according to various studies, the EV adoption is still expected to increase, and improvements in power generation could lead to an increase in EV purchases. Although no pollutants are emitted while driving EVs, policies that promote an increase in EVs do not take into account the life cycles of EVs from pre-manufacturing to the disposal, and thus, they do not adequately predict the potential environmental impacts. In the life cycle of EVs, the production of the electricity required for the operation of EVs generates the highest amount of GHG emissions during the use stage. Thus, production of EVs still has a major impact on the environment. Since such environmental impacts depend on the energy mix, environmental impact assessments should consider the national energy mix. New environmental impact assessment activities are needed and such activities should consider changes in the energy mix and changes in the propagation of EVs. These activities would impact the outcomes in two categories, global warming potential and particulate matter potential, which are both linked to automobile use and energy production. As interest in EVs has increased, numerous studies on the propagation of EVs have been conducted. As a result, various factors that influence the spread of EVs have been identified. In the majority of the studies that have examined the factors influencing the spread of EVs, panel analysis has been conducted using annual data at the national level. Subsidies, which is a major factor influencing EV uptake in Korea, are divided into the national subsidy and regional subsidies. Therefore, regional characteristics should be taken into account and analyzed at the regional level since different regions (e.g., Jeju Island) have unique operational environments for EVs. In addition, few studies have examined the balance of subsidies or the change in the number of supportable EV residuals based on monthly data rather than annual data. Several studies have also focused on the propagation of EVs using system dynamics, but, most studies have been qualitative research rather than quantitative research. In addition, numerous studies have evaluated environmental effects by applying changes in the energy mix. However, few studies have considered both the propagation of EVs and their environmental impacts. Therefore, the present study evaluates the impact of subsidy policies on the propagation of EVs by region and environmental improvement effects. First, we investigated the factors influencing the propagation of EVs using monthly panel data by region. Changes in EV uptake were then analyzed by region based on identified factors. Lastly, to analyze the environmental implications of EV propagation, the environmental improvement impacts of EV propagation were analyzed considering the national grid power supply plan based on a life cycle assessment (LCA). Our analysis of EV propagation based on monthly time series data by region aimed to quantitatively analyze the factors influencing the spread of EVs in Korea. This study confirmed the stationarity of the factors considering the influence of seasonality in the monthly time series data based on regional characteristics. In addition, an EV propagation model was designed based on panel fixed effect and panel random effect models, using the Hausman test. Analysis of the factors influencing EV propagation in 16 cities and provinces in Korea using panel fixed effect and panel random effect models, revealed that the EV propagation models had explanatory powers of 48% and 50%, respectively. The factors classified in the five categories had different effects depending on the model, and the panel fixed effect using the Hausman test was more appropriate for describing the model. However, more variables in the panel random effect model were analyzed as significant factors than in the fixed effect model. The number of newly registered diesel vehicles and the total number of newly registered passenger vehicles in the vehicle category had negative and positive effects on EV propagation, respectively, in both the panel fixed effect model and the panel random effect model. However, in the random effect model, the prices of diesel and gasoline vehicles also influenced EV propagation. In the panel fixed effect model, only the national subsidy and regional subsidies showed positive effects on the propagation of EVs. The random effect model also showed that a tax exemption, which had a positive effect on the spread of EVs, was also a factor influencing EV propagation. The population density in the census category, the number of vehicles per capita, and the PM10 concentration, representing environmental factors, were analyzed as influential factors in both models. In addition, the monthly average and minimum temperatures in the climate category, which could reveal whether weather conditions in each region influence EV spread, were found to be influential in the panel fixed effect model. However, in the panel random effect model, all factors in the climate category were not influential. The system dynamics model of EV propagation was based on factors influencing the spread of EVs. The present study used the Stella Architect software platform to analyze dynamic changes in the spread of EVs by region. system dynamics is a technique that identifies dynamic change mechanisms of targets, and shows systemic trends with a non-linear feedback system and simulates and analyzes them based on various factors. In the present study, we used system dynamics to estimate the number of EVs propagated by region. A bull's eye diagram, causal loop diagram, and stock-flow diagram were constructed, and factors such as subsidies, charging facilities, fuel prices, electricity prices, and the number of vehicles by fuel applied. The system dynamics modeling was conducted based on correlations between variables. The system dynamics model of EV propagation by region was applied using the number of new EVs registered as the dependent variable to reveal differences based on regional characteristics. The subsidy variables were divided into national and regional variables, and the number of newly registered EVs was set as the dependent variable and multiple regression analysis was conducted. In addition, four policy scenarios – Subsidy Cliff, Phase-out, Phase-in 50%, and Phase-in 350% – were adopted to verify whether the 2030 EV goal set by the government could be achieved. According to the analysis, 1.37 million EVs would be adopted in 2030 under the Subsidy Cliff scenario, 1.40 million under the Phase-out scenario, 1.87 million under the Phase-in 50% scenario, and 3.01 million under the Phase-in 350% scenario. The results from these scenarios show that three scenarios, excluding the Phase-in 350% scenario, in which subsidies would increase to 350% by 2030, would require an additional 1.63 million, 1.60 million, and 1.13 million EVs, respectively, to achieve the national EV propagation goal. Under the four scenarios, the regions where the largest number of EVs would be adopted by 2030 were Jeju, Seoul, Gyeonggi, and Daegu. However, the result of the analysis of the spread of EVs compared to the number of residents were contrary to the results of the analysis of the number of EVs based on region. Jeju, Ulsan, Gangwon, and Jeonnam would have the largest number of EVs per capita by 2030. Except for Jeju, the three other regions did not have many EVs compared to the total number of EVs, but the regions would have many EVs compared to the relatively low populations (i.e., EV per capita). Ulsan was projected to have the lowest number of EVs in Korea. However, considering the population, Ulsan would have the largest number of EVs per capita, except for Jeju, which is considered an effect similar to that observed in Ulsan, where an automobile factory is located. The results illustrate the potential propagation of EVs in regions where EVs are produced or where factories are located. The life cycle assessment (LCA) used to analyze the environmental impacts of EV propagation was based on the national power supply plan. LCA is an analysis method that quantifies the environmental impact of products or services. Prior to analyzing the propagation of EVs, the LCA of electricity production of EVs was evaluated at the goal and scope stages, and 1kWh of electricity production was set as a functional unit for the LCA. In addition, the inventory of pollutants generated during electricity production was analyzed. With regard to the environmental impact of the number of EVs propagated, the annual mileage provided by the KOSIS was applied based on an 11-year vehicle lifespan of EVs. In addition, the 8th Power Supply and Demand Plan and the additional energy transition option of coal-fired power generation to renewable energy were applied for comparative analyses. The 8th Plan was calculated based on the rated capacity presented as an environmental option, and the application of the energy transition to renewable energy. The GHG emissions of EVs were 81.7g CO2e/VKT under the 8th Plan option, and 37.2g CO2e/VKT for the energy transition option to renewable energy. The energy transition option, showed the lowest GHG emissions, with emissions that were 3.1 times lower than emission of the actual energy mix in 2016, and 4.57-fold and 4.25-fold lower compared to gasoline and diesel-powered vehicles, respectively. In addition, considering the recent rise in particulate matter-related issues, the environmental impact of particulate matter emissions from vehicles was analyzed. EVs. EVs emitted 20.7 mg PMe/VKT per 1km of driving. When the energy transition plan option was applied, PM emissions were less than those emitted by internal combustion engine vehicles. In the present study, monthly regional panel data were used to analyze factors influencing the propagation of EVs. However, panel analysis was conducted using monthly data rather than annual data. However, there were data acquisition limits that varied across regions. In particular, major factors such as the charging facilities and charging price, which affect the spread of EVs, were not included. Future studies and models should include monthly data on charging facilities for each region. In addition, in the present study, the PM10 variable was applied in the analyses, but if the monthly particulates on bad days were applied as mentioned in a previous study, more accurate results could be obtained for the environmental aspect. The second part of the three analyses conducted in the study using system dynamics was analyzed under four scenarios. The scenario that increases the current budget by 35% per year to achieve a 350% increase by 2030 could help meet the national EV propagation goal. However, given that Korea has implemented a policy of suspending EV subsidies as of 2023, it will be challenging to maintain the current budget for 35% subsidies per year for 10 years. Therefore, it is necessary to collect fees such as an environmental pollution tax from internal combustion engine vehicles to return the subsidies or give rebates for eco-friendly car such as EVs. In the future, more reliable research will promote the spread of EVs. The effects of feebate programs could also be considered. ; 기후변화와 관련하여 온실가스는 주요한 영향을 미치는 요인으로 인식되며, 꾸준히 증가하는 온실가스를 감축하고자 에너지 부문 중 수송부문에서도 탄소를 배출하지 않는 친환경 자동차로서 전기차는 해결책으로 제시되고 있다. 에너지 부문은 다섯 개 부문인 산업공정, 농업, 토지이용 변화 및 임업, 폐기물, 에너지 부문 중 국내 총 온실가스 배출량의 93%를 차지하여 온실가스 배출에 있어 크게 기여하고 있으며, 이로 인해 에너지 부문은 주요 온실가스 배출원으로 지목되었다. 그중 도로수송부문의 온실가스 배출량은 2017년 94,270 Gg ton CO2e로 전체 수송부문의 95.9%를 차지하며, 2021년부터 효력이 발생하는 파리기후협약에 따라 온실가스 감축 목표를 달성하고자 2030년 온실가스 배출전망량 851백만 ton CO2e 대비 37% 감축 달성을 위한 방안으로 친환경 자동차 보급을 제시하였다. 우리나라 정부는 온실가스 감축을 목표로 친환경 자동차 중 전기차 보급확대를 위해 다양한 정책을 제시하였다. 정부는 2030년 전기차 보급목표 대수를 3백만 대로 설정하며, 국내 친환경 자동차 보급확대를 위해 세제감면과 구매보조금 지급, 고속도로통행료, 공영주차장 주차비 할인 등의 다양한 혜택을 제공하고 있다. 하지만 이러한 정부의 다양한 정책적 노력에도 불구하고 국내 전기차 보급속도는 기대에 못 미치고 있다. 정부는 2030년까지 배출되는 온실가스를 감축하기 위해 수송부문의 경우 2030 전기차 보급목표를 300만 대로 설정하였지만, 우리나라의 2019년 전기차 등록 대수는 약 8.8만 대에 불과하며 정부가 설정한 높은 목표 대수에 한참 못 미치는 수준이다. 이는 국내 전체 승용차의 0.5% 수준이다. 우리나라 전기차 실구매자의 재구매 의사와 예비구매자의 전기차 구매 의사와 관련하여 진행된 설문조사에 따르면, 보조금 축소와 긴 충전시간, 짧은 항속거리 등과 같은 이유로 전기차 재구매 혹은 구매를 하지 않겠다는 의견을 제시하였다. 주행을 위해 꼭 필요한 요소인 충전과 관련한 사항은 민감한 사항이지만 한국전력의 전기공급 시행세칙 변경안에 따르면, 2020년 하반기부터 전기차 충전료가 대폭 인상추진 중이다. 이로 인해 전기차 실구매자가 부담해야 하는 충전비용은 더욱 늘어나며 구매의향에 영향을 미칠 것으로 조사되었다. 전기차 보급을 위한 정부의 정책 시행과 다양한 연구가 진행되는 흐름 속에서 전기차의 보급이 증가할 것으로 전망됨에 따라 전기차의 연료인 발전의 변화도 중요성이 높아지고 있다. 전기차는 주행 중에 배출되는 오염물질이 없다는 점에서 환경성이 부각되며 장려되고 있지만, 전기차의 제조 전 단계부터 폐기단계까지의 생애주기를 고려한 환경영향은 포함되지 않은 채 전기자동차는 장려되고 있다. 전기차의 생애주기 중 전기차 운행을 위한 전력 생산단계는 생애주기 중 사용단계에서 가장 많은 탄소량이 배출되며 이로 인해 전력생산은 전기차의 환경영향에 주요한 영향을 미친다. 전원믹스 구성에 따라 환경영향이 달라지기 때문에 국가 전원믹스를 고려한 환경영향평가가 이루어져야 한다. 자동차 보급과 에너지 생산과 관련된 중요한 두 카테고리인 온실가스와 미세먼지에서 상반된 결과를 보이기에 전원믹스구성의 변화와 전기차 보급 변화에 따른 환경영향평가가 필요하다. 전기차를 향한 관심의 증가하며 전기차 보급 관련 다양한 연구들이 수행되며, 전기차 보급에 영향을 미치는 다양한 인자들을 제시하였다. 그중 충전시설, 인구밀도, 유가, 온도, 전력가격, 보조금, 1인당 보유차량 대수 등이 전기차 보급의 주요 인자로 알려져 있다. 전기차 보급의 영향인자를 연구한 대다수의 연구에서 국가 단위의 연간자료를 사용하여 패널 분석을 진행하였다. 하지만, 우리나라는 주요 영향인자 중 보조금이 국고 보조금과 지자체 보조금으로 나뉘어 지급되고 있기에 지역적 특성이 고려되어야 하며, 제주도와 같은 전기차에 특수성을 띄고 있는 지역이 있기에 지자체 레벨에서 분석이 되어야 한다. 이와 더불어, 연간자료가 아닌 월간 자료 사용에 따라 보조금의 잔액 혹은 잔여 대수 변화를 적용한 연구는 찾아보기 어렵다. 시스템 다이내믹스를 이용한 전기차 보급 관련 다양한 연구들이 있었지만, 정량적인 연구보다는 정성적인 연구에 초점을 둔 연구들이 대부분이었다. 또한, 전기차 전원믹스 구성 변화를 적용하여 환경영향을 평가한 연구들은 많았지만, 전기차 보급량과 환경영향을 모두 고려한 연구는 찾아보기 어렵다. 따라서 본 연구에서는 지역별 전기차 보급에 대한 보조금 정책의 영향과 환경개선효과에 대해서 평가하였다. 먼저, 지역별 월간 패널자료를 이용하여 전기차의 보급 활성화에 영향을 미치는 인자를 분석하였으며, 분석된 인자들을 바탕으로 시스템 다이내믹스를 이용한 보조금 정책에 따른 지역별 전기차 보급량 변화를 분석하였다. 마지막으로 전기차 보급에 따른 환경성 분석을 위해 전과정평가를 이용하여 국가전력수급계획에 따른 전기차 보급의 환경개선효과를 보고자 하였다. 본 연구의 첫 번째 전기차 보급 분석을 통해 지역별 월별 시계열 자료를 바탕으로 우리나라의 전기차 보급에 영향을 미치는 요인을 정량적인 분석을 하고자 하였다. 먼저 지역적 특성을 고려한 월 단위의 시계열 자료에서 나타나는 계절성 등에 대한 영향을 고려하기 위해 인자의 정상성을 확인하였다. 또한, 하우즈만 검정을 통해 패널고정효과모형과 패널확률효과모형에 대한 전기차 보급 모형을 설계하였다. 패널고정효과모형과 패널확률효과모형으로 국내 17개 시·도를 대상으로 전기차 보급 영향인자를 분석한 결과, 각각 48%와 50%의 설명력을 갖는 전기차 보급 모형을 확인하였다. 5개의 카테고리인 차량관련과 정책, 인구조사, 기후, 환경에 분류된 인자들은 모형에 따라 각기 다른 영향을 보이는 것으로 나타났으며, 하우즈만 검정을 통해 패널고정효과가 모형을 설명하기에 더욱 적절한 것으로 분석되었으나, 고정효과 모형보다 패널확률효과모형에서 더 많은 변수가 통계적으로 유의한 영향인자로 분석되었다. 차량 관련 카테고리의 신규등록 디젤차량 대수와 전체 신규등록 차량 대수는 패널고정효과모형과 패널확률효과모형 모두에서 각각 부(-)의 영향과 정(+)의 영향을 미치는 것으로 분석되었다. 하지만 확률효과모형의 경우, 디젤의 가격과 가솔린의 가격 또한 영향인자로 분석되었다. 패널고정효과모형에서는 국고 보조금과 지자체 보조금만이 영향인자로 각각 부(-)의 영향과 정(+)의 영향을 미치는 것으로 확인되었으나 확률효과모형은 전기차 보급에 긍정적 영향을 미치는 세금감면도 영향인자로 나타났다. 인구조사 카테고리의 인구밀도와 1인당 차량보유대수, 환경적 요인을 대변하는 미세먼지지수는 두 모형 모두에서 영향인자로 분석되었다. 각 지역의 기상조건이 전기차 보급 활성에 영향을 미치는지를 볼 수 있는 기상카테고리의 인자 중 월평균 온도와 월최저온도가 패널고정효과모형에서 영향력이 있는 것으로 나타났다. 하지만 패널확률효과모형에서는 기상카테고리의 모든 인자가 영향인자가 아닌 것으로 분석되었다. 앞서 분석된 전기차 보급에 영향을 미치는 인자들을 바탕으로 시스템 다이내믹스를 이용하여 지역별 전기차 보급의 동태적 변화를 보기 위해 Stella 플랫폼을 이용하였다. 시스템 다이내믹스는 시스템적 거동을 보이는 대상의 역동적인 변화메커니즘을 비선형적인 피드백 시스템으로 파악하고, 이를 다양한 요인을 고려하여 시뮬레이션하여 분석하는 기법이다. 본 연구에서는 시스템 다이내믹스를 이용한 지역별 전기차 보급대수 추정을 위해 Bull's eye diagram과 causal loop diagram, stock-flow diagram을 구축하고 보조금, 충전시설, 유가, 전력가격, 연료별 차량 대수 변수로 적용하였다. 이러한 시스템 다이내믹스 모델링을 통해 변수 간의 상관관계를 수식화하였다. 지역별 전기차 보급의 시스템 다이내믹스 모델은 지역별 특성에 따른 차이를 보고자 보조금 변수를 제외한 모든 변수는 신규 전기차 등록대수를 종속변수로 pooled OLS 회귀분석을 하여 수식을 적용하였으며, 보조금 변수는 지역별로 구분하여 신규 전기차 등록대수를 종속변수로 설정하고 다중회귀분석을 진행하였다. 이와 더불어 네 가지 정책시나리오-Subsidy Cliff, Phase-out, Phase-in 50%, Phase-in 350%-를 구축하여 우리나라 2030년 전기차 보급목표인 3백만 대 달성 가능 여부를 확인하였다. 이러한 분석을 통한 결과에 따르면, 2030년 국내 전기차는 Subsidy Cliff 시나리오일 경우 1.37 백만 대와 Phase-out일 경우 1.40 백만 대, Phase-in 50%일 경우, 1.87 백만 대, Phase-in 350%일 경우 3.01 백만 대가 보급될 것으로 분석되었다. 해당 시나리오의 결과를 보면, 보조금이 2030년 350%까지 인상되는 Phase-in 350% 시나리오를 제외한 세 가지 시나리오인 Subsidy Cliff와 Phase-out, Phase-in 50%가 국가 전기차 보급목표에 각각 1.63백만 대, 1.60 백만 대, 1.13 백만 대의 전기차가 추가적으로 보급되어야 하는 것으로 나타났다. 구축된 네 가지 시나리오를 지역별 전기차 보급 대수로 보면, 2019년 가장 많은 전기차가 보급된 지역은 제주, 서울 경기 대구 순이었으며, 2030년은 제주 경기 서울 대구 순으로 분석되었다. 시간이 지나며 2019년 대비 많은 전기차가 보급되었음에도 전기차 보급이 활성화된 지역은 순서의 차이는 있었으나 동일하였다. 하지만 전기차 보급을 거주 인구수와 대비하여 분석한 결과, 지역별 전체 전기차 보급 대수를 분석한 결과와 상반된 결과가 산출되었다. 2030년에 가장 많은 1인당 전기차 대수가 나온 지역은 제주, 울산, 강원, 전남 순이었다. 제주를 제외한 세 지역은 전체 보급대수로 보았을 때는 많은 전기차가 보급된 지역이 아니었지만 적은 인구수 대비 많은 전기차가 보급된 것으로 나타났다. 울산의 경우, 전체 전기차 대수를 보면 16개 시도에서 가장 적은 전기차가 보급되는 것으로 분석되었지만 인구대비로 보았을 경우는 특수케이스인 제주를 제외한 제일 많은 1인당 전기차 대수가 보급된 곳으로 분석되었다. 이는 자동차 공장이 있는 울산이 기존연구에서 전기차의 생산지나 공장이 있는 지역의 전기차 보급이 높게 나타난 것과 같은 생산지 효과로 사료된다. 본 연구의 세 번째 전기차 보급 분석인 국가전력수급계획에 따른 전기차 보급의 환경영향을 보기 위해 사용된 전과정평가는 제품이나 서비스의 환경영향를 정량화하는 분석 방법이다. 전기차 보급에 따른 분석을 하기에 앞서 목적 및 범위설정 단계에서 전기차의 연료생산 시의 전과정평가를 실시하였으며, 전과정평가시 1kWh의 전력 생산 시를 기능단위로 설정하였다. 이와 더불어 전력생산 시에 발생하는 오염물질의 인벤토리를 분석하였으며, 본 연구에서는 전기차의 보급에 따른 환경영향을 분석하기 위해 차량의 수명인 11년과 통계청에서 제공하는 연간 주행거리, 두 번째 분석에서 산출된 정책별 전기차 보급 대수를 적용하여 보급 대수에 따른 환경영향을 분석하였다. 또한, 제8차 전력수급계획 옵션과 석탄화력발전의 신재생에너지로의 추가적 전환 옵션을 적용하여 비교 분석하였다. 환경 옵션으로 제시된 정격용량을 기준으로 산출한 제8차 계획과 신재생에너지로의 전환을 적용하여 전기차의 온실가스와 미세먼지 배출량을 보면, 온실가스는 8차 계획 옵션 시 81.7g CO2e/VKT가 배출되며, 신재생에너지로의 전환 옵션 시, 37.2g CO2e/VKT의 온실가스가 배출되는 것으로 나타났다. 온실가스 배출량이 가장 낮게 나온 신재생에너지로의 전환 옵션은 2016년의 실질 전원구성과 3.1배 차이가 나며, 내연기관차인 휘발유차와 경유차와는 각각 4.57배와 4.25배 차이가 나는 것으로 분석되었다. 또한, 최근 미세먼지 관련 이슈가 크게 대두됨에 따라 차량에서 배출되는 미세먼지 배출량의 환경영향을 분석해보았다. 휘발유와 경유, 전기차 중 가장 많은 미세먼지 배출량을 보였던 전기차는 8차수급계획 옵션을 적용 시 1km 주행 시 20.7mg PMe를 에너지 전환 옵션을 적용 시 9.4mg PMe/VKT를 배출하는 것으로 산출되어 12.4mg PMe/VKT의 배출량을 보인 내연기관차(휘발유) 보다 1.32배 적을 것으로 나타났다. 본 연구에서 전기차 보급에 영향을 미치는 인자분석을 위해 월간 지역패널자료를 이용하여 분석을 진행하였다. 하지만, 일반적인 연간자료를 이용한 패널분석이 아닌 월간 자료를 이용한 패널 분석을 하며 지역별 자료 구득에 있어 한계가 존재하였다. 특히, 전기차 보급에 영향을 미치는 충전시설이나 충전전력요금과 같은 주요 영향인자가 포함되지 않았다는 점에서 향후, 지역별 충전시설의 월간 자료의 구축이 요구된다고 판단된다. 이와 더불어 본 연구에서는 미세먼지 변수를 농도로 적용하여 분석을 진행하였지만 향후, 기존의 연구에서 언급된 바와 같이 월별 미세먼지 나쁨 일수를 적용할 경우, 환경성 부분에서보다 더 정확한 결과 도출이 가능할 것이라 사료된다. 본 연구에서 진행한 세 가지의 분석 중 시스템 다이내믹스를 이용한 두 번째 파트의 분석은 다양한 시나리오 중 현재 예산을 매해 35% 증액하여 2030년 350% 인상에 도달하는 시나리오가 적합한 것으로 분석되었다. 하지만, 2023년을 기점으로 전기차 보조금 지급을 중단하는 정책을 시행하고 있는 우리나라의 입장에서는 현재 전기차 보조금을 위한 예산을 매년 35%씩 10년 동안 지속하는 것에는 어려움이 있기에 내연기관차로부터의 환경오염세와 같은 fee를 징수하여 친환경차인 전기차의 보조금을 rebate하는 피베이트 제도 (Feebate)를 해야 할 필요가 있다고 사료된다. 향후, feebate와 전기차 보급을 연계하여 연구가 가능할 것으로 판단된다. ; Chapter Ⅰ. Introduction 1 1. Background 1 2. Research Objectives 8 Chapter Ⅱ. Literature Review 9 1. Determinant of EV Propagation 9 2. System Dynamics Modeling 15 3. Environmental Impacts of EV Propagation 17 Chapter Ⅲ. Data and Methods 19 1. Panel Analysis for Deriving Affecting Factors of EV Propagation 19 1.1. Scope of Study 19 1.2. EV Trends in Korea 20 1.3. Categories of Affecting Factors 24 1.3.1. Vehicle Sector 28 1.3.2. Policy Sector 31 1.3.3. Demographic Sector 35 1.3.4. Climate Sector 38 1.3.5. Environment Sector 39 1.4. Stationary Testing 43 1.5. Panel Analysis Model 46 1.5.1. Pooled Ordinary Least Square 46 1.5.2. Fixed Effect Model 48 1.5.3. Random Effect Model 50 2. System Dynamics on EV Propagation 51 2.1. Scope of Study 51 2.2. Data for Dynamic Analysis 52 2.2.1. Propagation and Activation Policy on EVs 52 2.2.2. Model Parameters of System Dynamics Analysis 56 2.3. System Dynamics 62 2.3.1. Introduction to System Dynamics 62 2.3.2. Characteristics of System Dynamics 64 2.3.3. Steps of Modeling System Dynamics 68 2.4. Policy Scenarios for EV Propagation 70 3. Life Cycle Assessment of EV Propagation 72 3.1. National Plan for Electricity Supply and Demand 72 3.2. Life Cycle Assessment 74 3.2.1. Introduction to Life Cycle Assessment 74 3.2.2. Goal and Scope Definition 76 3.2.3. Life Cycle Inventory Analysis 79 3.2.4. Life Cycle Impact Analysis 80 3.3. Policy Scenarios and Environmental Options 82 Chapter Ⅳ. Results and Discussion 84 1. Key Drivers of EV Propagation 84 1.1. Descriptive Statistics of Factors 84 1.2. Identification of Stationarity of Factors 88 1.3. Result of Goodness of Fit Test 89 1.4. Panel Fixed Effect of EV Propagation 90 1.5. Panel Random Effect of EV Propagation 98 2. System Dynamics Modeling for EV Propagation 103 2.1. Bull's Eye Diagram of EV Propagation Model 103 2.2. Causal Loop Diagram of EV Propagation 105 2.3. Stock-Flow Diagram of EV Propagation 108 2.4. Propagation Results of EV considering Policies 115 2.4.1. Subsidy Cliff Scenario 115 2.4.2. Phase-out Subsidy Scenario 118 2.4.3. Phase-in Subsidy Scenarios 121 2.4.4. Regional EV Projection per Thousand in 2030 127 2.4.5. Policy Implications of EV Projection considering Policy Scenarios 132 3. Environmental Implications of EV Propagation 134 3.1. Environmental Performance of EVs Compared to ICEVs 134 3.2. Environmental Implications of Combination of Policy Scenarios and Environmental Options for EV Propagation 138 3.2.1. Emissions Considering Environmental Options and Policy Scenarios 138 3.2.2. Total Emissions from ICEV and EV Considering Energy Transition Option and Policy Scenario 142 Chapter Ⅴ. Conclusion 147 References 152 Abstract in Korean 172 ; Master

학위논문 (석사) -- 서울대학교 대학원 : 국제농업기술대학원 국제농업기술학과, 2020. 8. 서교. ; Greenhouse gases (GHGs) are considered key factors driving climate change, and electric vehicles (EVs) are proposed as a potential solutions. EVs represent eco-friendly modes of transportation that do not emit carbon dioxide and other GHGs into the atmosphere. In addition, the energy sources associated with EVs would reduce GHG emissions, which have steadily increased over the last several decades. The energy sector accounts for 93% of the total national GHG emissions among five sectors, including industrial processing, agriculture, land-use change and forestry, waste, and energy. Although all of these sectors contribute to GHG emissions. the energy sector is the major source of GHG emissions. Among the numerous sub-sectors under the energy sector, GHG emissions of the road transport sub-sector accounted for 95.9% of the total emissions in the transport sector, with 94,270 Gt CO2e in 2017. The Korean government proposed the adoption of eco-friendly vehicles to achieve the GHG reduction goals in line with the Paris Climate Agreement, which goes into effect in 2021. In addition, the government have proposed promoting eco-friendly vehicles as a strategy of achieving a 37% reduction of the 851 million ton CO2e GHG emissions forecast by 2030. The Korean government has proposed various policies to increase the adoption of EVs, as eco-friendly cars, with the aim of reducing GHG emissions. The government has set a goal of 3 million EVs by 2030, and has provided various incentives such as tax exemptions, purchase subsidies, highway tolls, and discounts on parking fees in public parking facilities to promote the purchases of eco-friendly cars in Korea. Despite these favorable government policies, the rate of EV adoption in Korea has fallen short of expectations. Compared to the goal of 3 million EVs by 2030, the number of EVs registered in Korea in 2019 was only approximately 8.8t thousand which was far below the high goal set by the government. In 2019, only 0.5% of all passenger vehicles in Korea were EVs. According to a survey to evaluate the perceptions of actual buyers of EVs in Korea and the willingness of prospective buyers to purchase EVs, in general, current owners reported that they would not repurchase EV. Prospective buyers reported that they would not purchase EVs for reasons such as reduced subsidies, long charging times, and the short driving range of EVs. In terms of charging, which is a key factor for EV owners, KEPCO's detailed plan for the electricity supply include significantly increasing charging fees for EVs starting in the second half of 2020. Consequently, the charging costs that purchasers of EVs need to pay will increase further and will negatively affect intention to purchase. However, following implementation of the government's policy of propagation of EVs and according to various studies, the EV adoption is still expected to increase, and improvements in power generation could lead to an increase in EV purchases. Although no pollutants are emitted while driving EVs, policies that promote an increase in EVs do not take into account the life cycles of EVs from pre-manufacturing to the disposal, and thus, they do not adequately predict the potential environmental impacts. In the life cycle of EVs, the production of the electricity required for the operation of EVs generates the highest amount of GHG emissions during the use stage. Thus, production of EVs still has a major impact on the environment. Since such environmental impacts depend on the energy mix, environmental impact assessments should consider the national energy mix. New environmental impact assessment activities are needed and such activities should consider changes in the energy mix and changes in the propagation of EVs. These activities would impact the outcomes in two categories, global warming potential and particulate matter potential, which are both linked to automobile use and energy production. As interest in EVs has increased, numerous studies on the propagation of EVs have been conducted. As a result, various factors that influence the spread of EVs have been identified. In the majority of the studies that have examined the factors influencing the spread of EVs, panel analysis has been conducted using annual data at the national level. Subsidies, which is a major factor influencing EV uptake in Korea, are divided into the national subsidy and regional subsidies. Therefore, regional characteristics should be taken into account and analyzed at the regional level since different regions (e.g., Jeju Island) have unique operational environments for EVs. In addition, few studies have examined the balance of subsidies or the change in the number of supportable EV residuals based on monthly data rather than annual data. Several studies have also focused on the propagation of EVs using system dynamics, but, most studies have been qualitative research rather than quantitative research. In addition, numerous studies have evaluated environmental effects by applying changes in the energy mix. However, few studies have considered both the propagation of EVs and their environmental impacts. Therefore, the present study evaluates the impact of subsidy policies on the propagation of EVs by region and environmental improvement effects. First, we investigated the factors influencing the propagation of EVs using monthly panel data by region. Changes in EV uptake were then analyzed by region based on identified factors. Lastly, to analyze the environmental implications of EV propagation, the environmental improvement impacts of EV propagation were analyzed considering the national grid power supply plan based on a life cycle assessment (LCA). Our analysis of EV propagation based on monthly time series data by region aimed to quantitatively analyze the factors influencing the spread of EVs in Korea. This study confirmed the stationarity of the factors considering the influence of seasonality in the monthly time series data based on regional characteristics. In addition, an EV propagation model was designed based on panel fixed effect and panel random effect models, using the Hausman test. Analysis of the factors influencing EV propagation in 16 cities and provinces in Korea using panel fixed effect and panel random effect models, revealed that the EV propagation models had explanatory powers of 48% and 50%, respectively. The factors classified in the five categories had different effects depending on the model, and the panel fixed effect using the Hausman test was more appropriate for describing the model. However, more variables in the panel random effect model were analyzed as significant factors than in the fixed effect model. The number of newly registered diesel vehicles and the total number of newly registered passenger vehicles in the vehicle category had negative and positive effects on EV propagation, respectively, in both the panel fixed effect model and the panel random effect model. However, in the random effect model, the prices of diesel and gasoline vehicles also influenced EV propagation. In the panel fixed effect model, only the national subsidy and regional subsidies showed positive effects on the propagation of EVs. The random effect model also showed that a tax exemption, which had a positive effect on the spread of EVs, was also a factor influencing EV propagation. The population density in the census category, the number of vehicles per capita, and the PM10 concentration, representing environmental factors, were analyzed as influential factors in both models. In addition, the monthly average and minimum temperatures in the climate category, which could reveal whether weather conditions in each region influence EV spread, were found to be influential in the panel fixed effect model. However, in the panel random effect model, all factors in the climate category were not influential. The system dynamics model of EV propagation was based on factors influencing the spread of EVs. The present study used the Stella Architect software platform to analyze dynamic changes in the spread of EVs by region. system dynamics is a technique that identifies dynamic change mechanisms of targets, and shows systemic trends with a non-linear feedback system and simulates and analyzes them based on various factors. In the present study, we used system dynamics to estimate the number of EVs propagated by region. A bull's eye diagram, causal loop diagram, and stock-flow diagram were constructed, and factors such as subsidies, charging facilities, fuel prices, electricity prices, and the number of vehicles by fuel applied. The system dynamics modeling was conducted based on correlations between variables. The system dynamics model of EV propagation by region was applied using the number of new EVs registered as the dependent variable to reveal differences based on regional characteristics. The subsidy variables were divided into national and regional variables, and the number of newly registered EVs was set as the dependent variable and multiple regression analysis was conducted. In addition, four policy scenarios – Subsidy Cliff, Phase-out, Phase-in 50%, and Phase-in 350% – were adopted to verify whether the 2030 EV goal set by the government could be achieved. According to the analysis, 1.37 million EVs would be adopted in 2030 under the Subsidy Cliff scenario, 1.40 million under the Phase-out scenario, 1.87 million under the Phase-in 50% scenario, and 3.01 million under the Phase-in 350% scenario. The results from these scenarios show that three scenarios, excluding the Phase-in 350% scenario, in which subsidies would increase to 350% by 2030, would require an additional 1.63 million, 1.60 million, and 1.13 million EVs, respectively, to achieve the national EV propagation goal. Under the four scenarios, the regions where the largest number of EVs would be adopted by 2030 were Jeju, Seoul, Gyeonggi, and Daegu. However, the result of the analysis of the spread of EVs compared to the number of residents were contrary to the results of the analysis of the number of EVs based on region. Jeju, Ulsan, Gangwon, and Jeonnam would have the largest number of EVs per capita by 2030. Except for Jeju, the three other regions did not have many EVs compared to the total number of EVs, but the regions would have many EVs compared to the relatively low populations (i.e., EV per capita). Ulsan was projected to have the lowest number of EVs in Korea. However, considering the population, Ulsan would have the largest number of EVs per capita, except for Jeju, which is considered an effect similar to that observed in Ulsan, where an automobile factory is located. The results illustrate the potential propagation of EVs in regions where EVs are produced or where factories are located. The life cycle assessment (LCA) used to analyze the environmental impacts of EV propagation was based on the national power supply plan. LCA is an analysis method that quantifies the environmental impact of products or services. Prior to analyzing the propagation of EVs, the LCA of electricity production of EVs was evaluated at the goal and scope stages, and 1kWh of electricity production was set as a functional unit for the LCA. In addition, the inventory of pollutants generated during electricity production was analyzed. With regard to the environmental impact of the number of EVs propagated, the annual mileage provided by the KOSIS was applied based on an 11-year vehicle lifespan of EVs. In addition, the 8th Power Supply and Demand Plan and the additional energy transition option of coal-fired power generation to renewable energy were applied for comparative analyses. The 8th Plan was calculated based on the rated capacity presented as an environmental option, and the application of the energy transition to renewable energy. The GHG emissions of EVs were 81.7g CO2e/VKT under the 8th Plan option, and 37.2g CO2e/VKT for the energy transition option to renewable energy. The energy transition option, showed the lowest GHG emissions, with emissions that were 3.1 times lower than emission of the actual energy mix in 2016, and 4.57-fold and 4.25-fold lower compared to gasoline and diesel-powered vehicles, respectively. In addition, considering the recent rise in particulate matter-related issues, the environmental impact of particulate matter emissions from vehicles was analyzed. EVs. EVs emitted 20.7 mg PMe/VKT per 1km of driving. When the energy transition plan option was applied, PM emissions were less than those emitted by internal combustion engine vehicles. In the present study, monthly regional panel data were used to analyze factors influencing the propagation of EVs. However, panel analysis was conducted using monthly data rather than annual data. However, there were data acquisition limits that varied across regions. In particular, major factors such as the charging facilities and charging price, which affect the spread of EVs, were not included. Future studies and models should include monthly data on charging facilities for each region. In addition, in the present study, the PM10 variable was applied in the analyses, but if the monthly particulates on bad days were applied as mentioned in a previous study, more accurate results could be obtained for the environmental aspect. The second part of the three analyses conducted in the study using system dynamics was analyzed under four scenarios. The scenario that increases the current budget by 35% per year to achieve a 350% increase by 2030 could help meet the national EV propagation goal. However, given that Korea has implemented a policy of suspending EV subsidies as of 2023, it will be challenging to maintain the current budget for 35% subsidies per year for 10 years. Therefore, it is necessary to collect fees such as an environmental pollution tax from internal combustion engine vehicles to return the subsidies or give rebates for eco-friendly car such as EVs. In the future, more reliable research will promote the spread of EVs. The effects of feebate programs could also be considered. ; 기후변화와 관련하여 온실가스는 주요한 영향을 미치는 요인으로 인식되며, 꾸준히 증가하는 온실가스를 감축하고자 에너지 부문 중 수송부문에서도 탄소를 배출하지 않는 친환경 자동차로서 전기차는 해결책으로 제시되고 있다. 에너지 부문은 다섯 개 부문인 산업공정, 농업, 토지이용 변화 및 임업, 폐기물, 에너지 부문 중 국내 총 온실가스 배출량의 93%를 차지하여 온실가스 배출에 있어 크게 기여하고 있으며, 이로 인해 에너지 부문은 주요 온실가스 배출원으로 지목되었다. 그중 도로수송부문의 온실가스 배출량은 2017년 94,270 Gg ton CO2e로 전체 수송부문의 95.9%를 차지하며, 2021년부터 효력이 발생하는 파리기후협약에 따라 온실가스 감축 목표를 달성하고자 2030년 온실가스 배출전망량 851백만 ton CO2e 대비 37% 감축 달성을 위한 방안으로 친환경 자동차 보급을 제시하였다. 우리나라 정부는 온실가스 감축을 목표로 친환경 자동차 중 전기차 보급확대를 위해 다양한 정책을 제시하였다. 정부는 2030년 전기차 보급목표 대수를 3백만 대로 설정하며, 국내 친환경 자동차 보급확대를 위해 세제감면과 구매보조금 지급, 고속도로통행료, 공영주차장 주차비 할인 등의 다양한 혜택을 제공하고 있다. 하지만 이러한 정부의 다양한 정책적 노력에도 불구하고 국내 전기차 보급속도는 기대에 못 미치고 있다. 정부는 2030년까지 배출되는 온실가스를 감축하기 위해 수송부문의 경우 2030 전기차 보급목표를 300만 대로 설정하였지만, 우리나라의 2019년 전기차 등록 대수는 약 8.8만 대에 불과하며 정부가 설정한 높은 목표 대수에 한참 못 미치는 수준이다. 이는 국내 전체 승용차의 0.5% 수준이다. 우리나라 전기차 실구매자의 재구매 의사와 예비구매자의 전기차 구매 의사와 관련하여 진행된 설문조사에 따르면, 보조금 축소와 긴 충전시간, 짧은 항속거리 등과 같은 이유로 전기차 재구매 혹은 구매를 하지 않겠다는 의견을 제시하였다. 주행을 위해 꼭 필요한 요소인 충전과 관련한 사항은 민감한 사항이지만 한국전력의 전기공급 시행세칙 변경안에 따르면, 2020년 하반기부터 전기차 충전료가 대폭 인상추진 중이다. 이로 인해 전기차 실구매자가 부담해야 하는 충전비용은 더욱 늘어나며 구매의향에 영향을 미칠 것으로 조사되었다. 전기차 보급을 위한 정부의 정책 시행과 다양한 연구가 진행되는 흐름 속에서 전기차의 보급이 증가할 것으로 전망됨에 따라 전기차의 연료인 발전의 변화도 중요성이 높아지고 있다. 전기차는 주행 중에 배출되는 오염물질이 없다는 점에서 환경성이 부각되며 장려되고 있지만, 전기차의 제조 전 단계부터 폐기단계까지의 생애주기를 고려한 환경영향은 포함되지 않은 채 전기자동차는 장려되고 있다. 전기차의 생애주기 중 전기차 운행을 위한 전력 생산단계는 생애주기 중 사용단계에서 가장 많은 탄소량이 배출되며 이로 인해 전력생산은 전기차의 환경영향에 주요한 영향을 미친다. 전원믹스 구성에 따라 환경영향이 달라지기 때문에 국가 전원믹스를 고려한 환경영향평가가 이루어져야 한다. 자동차 보급과 에너지 생산과 관련된 중요한 두 카테고리인 온실가스와 미세먼지에서 상반된 결과를 보이기에 전원믹스구성의 변화와 전기차 보급 변화에 따른 환경영향평가가 필요하다. 전기차를 향한 관심의 증가하며 전기차 보급 관련 다양한 연구들이 수행되며, 전기차 보급에 영향을 미치는 다양한 인자들을 제시하였다. 그중 충전시설, 인구밀도, 유가, 온도, 전력가격, 보조금, 1인당 보유차량 대수 등이 전기차 보급의 주요 인자로 알려져 있다. 전기차 보급의 영향인자를 연구한 대다수의 연구에서 국가 단위의 연간자료를 사용하여 패널 분석을 진행하였다. 하지만, 우리나라는 주요 영향인자 중 보조금이 국고 보조금과 지자체 보조금으로 나뉘어 지급되고 있기에 지역적 특성이 고려되어야 하며, 제주도와 같은 전기차에 특수성을 띄고 있는 지역이 있기에 지자체 레벨에서 분석이 되어야 한다. 이와 더불어, 연간자료가 아닌 월간 자료 사용에 따라 보조금의 잔액 혹은 잔여 대수 변화를 적용한 연구는 찾아보기 어렵다. 시스템 다이내믹스를 이용한 전기차 보급 관련 다양한 연구들이 있었지만, 정량적인 연구보다는 정성적인 연구에 초점을 둔 연구들이 대부분이었다. 또한, 전기차 전원믹스 구성 변화를 적용하여 환경영향을 평가한 연구들은 많았지만, 전기차 보급량과 환경영향을 모두 고려한 연구는 찾아보기 어렵다. 따라서 본 연구에서는 지역별 전기차 보급에 대한 보조금 정책의 영향과 환경개선효과에 대해서 평가하였다. 먼저, 지역별 월간 패널자료를 이용하여 전기차의 보급 활성화에 영향을 미치는 인자를 분석하였으며, 분석된 인자들을 바탕으로 시스템 다이내믹스를 이용한 보조금 정책에 따른 지역별 전기차 보급량 변화를 분석하였다. 마지막으로 전기차 보급에 따른 환경성 분석을 위해 전과정평가를 이용하여 국가전력수급계획에 따른 전기차 보급의 환경개선효과를 보고자 하였다. 본 연구의 첫 번째 전기차 보급 분석을 통해 지역별 월별 시계열 자료를 바탕으로 우리나라의 전기차 보급에 영향을 미치는 요인을 정량적인 분석을 하고자 하였다. 먼저 지역적 특성을 고려한 월 단위의 시계열 자료에서 나타나는 계절성 등에 대한 영향을 고려하기 위해 인자의 정상성을 확인하였다. 또한, 하우즈만 검정을 통해 패널고정효과모형과 패널확률효과모형에 대한 전기차 보급 모형을 설계하였다. 패널고정효과모형과 패널확률효과모형으로 국내 17개 시·도를 대상으로 전기차 보급 영향인자를 분석한 결과, 각각 48%와 50%의 설명력을 갖는 전기차 보급 모형을 확인하였다. 5개의 카테고리인 차량관련과 정책, 인구조사, 기후, 환경에 분류된 인자들은 모형에 따라 각기 다른 영향을 보이는 것으로 나타났으며, 하우즈만 검정을 통해 패널고정효과가 모형을 설명하기에 더욱 적절한 것으로 분석되었으나, 고정효과 모형보다 패널확률효과모형에서 더 많은 변수가 통계적으로 유의한 영향인자로 분석되었다. 차량 관련 카테고리의 신규등록 디젤차량 대수와 전체 신규등록 차량 대수는 패널고정효과모형과 패널확률효과모형 모두에서 각각 부(-)의 영향과 정(+)의 영향을 미치는 것으로 분석되었다. 하지만 확률효과모형의 경우, 디젤의 가격과 가솔린의 가격 또한 영향인자로 분석되었다. 패널고정효과모형에서는 국고 보조금과 지자체 보조금만이 영향인자로 각각 부(-)의 영향과 정(+)의 영향을 미치는 것으로 확인되었으나 확률효과모형은 전기차 보급에 긍정적 영향을 미치는 세금감면도 영향인자로 나타났다. 인구조사 카테고리의 인구밀도와 1인당 차량보유대수, 환경적 요인을 대변하는 미세먼지지수는 두 모형 모두에서 영향인자로 분석되었다. 각 지역의 기상조건이 전기차 보급 활성에 영향을 미치는지를 볼 수 있는 기상카테고리의 인자 중 월평균 온도와 월최저온도가 패널고정효과모형에서 영향력이 있는 것으로 나타났다. 하지만 패널확률효과모형에서는 기상카테고리의 모든 인자가 영향인자가 아닌 것으로 분석되었다. 앞서 분석된 전기차 보급에 영향을 미치는 인자들을 바탕으로 시스템 다이내믹스를 이용하여 지역별 전기차 보급의 동태적 변화를 보기 위해 Stella 플랫폼을 이용하였다. 시스템 다이내믹스는 시스템적 거동을 보이는 대상의 역동적인 변화메커니즘을 비선형적인 피드백 시스템으로 파악하고, 이를 다양한 요인을 고려하여 시뮬레이션하여 분석하는 기법이다. 본 연구에서는 시스템 다이내믹스를 이용한 지역별 전기차 보급대수 추정을 위해 Bull's eye diagram과 causal loop diagram, stock-flow diagram을 구축하고 보조금, 충전시설, 유가, 전력가격, 연료별 차량 대수 변수로 적용하였다. 이러한 시스템 다이내믹스 모델링을 통해 변수 간의 상관관계를 수식화하였다. 지역별 전기차 보급의 시스템 다이내믹스 모델은 지역별 특성에 따른 차이를 보고자 보조금 변수를 제외한 모든 변수는 신규 전기차 등록대수를 종속변수로 pooled OLS 회귀분석을 하여 수식을 적용하였으며, 보조금 변수는 지역별로 구분하여 신규 전기차 등록대수를 종속변수로 설정하고 다중회귀분석을 진행하였다. 이와 더불어 네 가지 정책시나리오-Subsidy Cliff, Phase-out, Phase-in 50%, Phase-in 350%-를 구축하여 우리나라 2030년 전기차 보급목표인 3백만 대 달성 가능 여부를 확인하였다. 이러한 분석을 통한 결과에 따르면, 2030년 국내 전기차는 Subsidy Cliff 시나리오일 경우 1.37 백만 대와 Phase-out일 경우 1.40 백만 대, Phase-in 50%일 경우, 1.87 백만 대, Phase-in 350%일 경우 3.01 백만 대가 보급될 것으로 분석되었다. 해당 시나리오의 결과를 보면, 보조금이 2030년 350%까지 인상되는 Phase-in 350% 시나리오를 제외한 세 가지 시나리오인 Subsidy Cliff와 Phase-out, Phase-in 50%가 국가 전기차 보급목표에 각각 1.63백만 대, 1.60 백만 대, 1.13 백만 대의 전기차가 추가적으로 보급되어야 하는 것으로 나타났다. 구축된 네 가지 시나리오를 지역별 전기차 보급 대수로 보면, 2019년 가장 많은 전기차가 보급된 지역은 제주, 서울 경기 대구 순이었으며, 2030년은 제주 경기 서울 대구 순으로 분석되었다. 시간이 지나며 2019년 대비 많은 전기차가 보급되었음에도 전기차 보급이 활성화된 지역은 순서의 차이는 있었으나 동일하였다. 하지만 전기차 보급을 거주 인구수와 대비하여 분석한 결과, 지역별 전체 전기차 보급 대수를 분석한 결과와 상반된 결과가 산출되었다. 2030년에 가장 많은 1인당 전기차 대수가 나온 지역은 제주, 울산, 강원, 전남 순이었다. 제주를 제외한 세 지역은 전체 보급대수로 보았을 때는 많은 전기차가 보급된 지역이 아니었지만 적은 인구수 대비 많은 전기차가 보급된 것으로 나타났다. 울산의 경우, 전체 전기차 대수를 보면 16개 시도에서 가장 적은 전기차가 보급되는 것으로 분석되었지만 인구대비로 보았을 경우는 특수케이스인 제주를 제외한 제일 많은 1인당 전기차 대수가 보급된 곳으로 분석되었다. 이는 자동차 공장이 있는 울산이 기존연구에서 전기차의 생산지나 공장이 있는 지역의 전기차 보급이 높게 나타난 것과 같은 생산지 효과로 사료된다. 본 연구의 세 번째 전기차 보급 분석인 국가전력수급계획에 따른 전기차 보급의 환경영향을 보기 위해 사용된 전과정평가는 제품이나 서비스의 환경영향를 정량화하는 분석 방법이다. 전기차 보급에 따른 분석을 하기에 앞서 목적 및 범위설정 단계에서 전기차의 연료생산 시의 전과정평가를 실시하였으며, 전과정평가시 1kWh의 전력 생산 시를 기능단위로 설정하였다. 이와 더불어 전력생산 시에 발생하는 오염물질의 인벤토리를 분석하였으며, 본 연구에서는 전기차의 보급에 따른 환경영향을 분석하기 위해 차량의 수명인 11년과 통계청에서 제공하는 연간 주행거리, 두 번째 분석에서 산출된 정책별 전기차 보급 대수를 적용하여 보급 대수에 따른 환경영향을 분석하였다. 또한, 제8차 전력수급계획 옵션과 석탄화력발전의 신재생에너지로의 추가적 전환 옵션을 적용하여 비교 분석하였다. 환경 옵션으로 제시된 정격용량을 기준으로 산출한 제8차 계획과 신재생에너지로의 전환을 적용하여 전기차의 온실가스와 미세먼지 배출량을 보면, 온실가스는 8차 계획 옵션 시 81.7g CO2e/VKT가 배출되며, 신재생에너지로의 전환 옵션 시, 37.2g CO2e/VKT의 온실가스가 배출되는 것으로 나타났다. 온실가스 배출량이 가장 낮게 나온 신재생에너지로의 전환 옵션은 2016년의 실질 전원구성과 3.1배 차이가 나며, 내연기관차인 휘발유차와 경유차와는 각각 4.57배와 4.25배 차이가 나는 것으로 분석되었다. 또한, 최근 미세먼지 관련 이슈가 크게 대두됨에 따라 차량에서 배출되는 미세먼지 배출량의 환경영향을 분석해보았다. 휘발유와 경유, 전기차 중 가장 많은 미세먼지 배출량을 보였던 전기차는 8차수급계획 옵션을 적용 시 1km 주행 시 20.7mg PMe를 에너지 전환 옵션을 적용 시 9.4mg PMe/VKT를 배출하는 것으로 산출되어 12.4mg PMe/VKT의 배출량을 보인 내연기관차(휘발유) 보다 1.32배 적을 것으로 나타났다. 본 연구에서 전기차 보급에 영향을 미치는 인자분석을 위해 월간 지역패널자료를 이용하여 분석을 진행하였다. 하지만, 일반적인 연간자료를 이용한 패널분석이 아닌 월간 자료를 이용한 패널 분석을 하며 지역별 자료 구득에 있어 한계가 존재하였다. 특히, 전기차 보급에 영향을 미치는 충전시설이나 충전전력요금과 같은 주요 영향인자가 포함되지 않았다는 점에서 향후, 지역별 충전시설의 월간 자료의 구축이 요구된다고 판단된다. 이와 더불어 본 연구에서는 미세먼지 변수를 농도로 적용하여 분석을 진행하였지만 향후, 기존의 연구에서 언급된 바와 같이 월별 미세먼지 나쁨 일수를 적용할 경우, 환경성 부분에서보다 더 정확한 결과 도출이 가능할 것이라 사료된다. 본 연구에서 진행한 세 가지의 분석 중 시스템 다이내믹스를 이용한 두 번째 파트의 분석은 다양한 시나리오 중 현재 예산을 매해 35% 증액하여 2030년 350% 인상에 도달하는 시나리오가 적합한 것으로 분석되었다. 하지만, 2023년을 기점으로 전기차 보조금 지급을 중단하는 정책을 시행하고 있는 우리나라의 입장에서는 현재 전기차 보조금을 위한 예산을 매년 35%씩 10년 동안 지속하는 것에는 어려움이 있기에 내연기관차로부터의 환경오염세와 같은 fee를 징수하여 친환경차인 전기차의 보조금을 rebate하는 피베이트 제도 (Feebate)를 해야 할 필요가 있다고 사료된다. 향후, feebate와 전기차 보급을 연계하여 연구가 가능할 것으로 판단된다. ; Chapter Ⅰ. Introduction 1 1. Background 1 2. Research Objectives 8 Chapter Ⅱ. Literature Review 9 1. Determinant of EV Propagation 9 2. System Dynamics Modeling 15 3. Environmental Impacts of EV Propagation 17 Chapter Ⅲ. Data and Methods 19 1. Panel Analysis for Deriving Affecting Factors of EV Propagation 19 1.1. Scope of Study 19 1.2. EV Trends in Korea 20 1.3. Categories of Affecting Factors 24 1.3.1. Vehicle Sector 28 1.3.2. Policy Sector 31 1.3.3. Demographic Sector 35 1.3.4. Climate Sector 38 1.3.5. Environment Sector 39 1.4. Stationary Testing 43 1.5. Panel Analysis Model 46 1.5.1. Pooled Ordinary Least Square 46 1.5.2. Fixed Effect Model 48 1.5.3. Random Effect Model 50 2. System Dynamics on EV Propagation 51 2.1. Scope of Study 51 2.2. Data for Dynamic Analysis 52 2.2.1. Propagation and Activation Policy on EVs 52 2.2.2. Model Parameters of System Dynamics Analysis 56 2.3. System Dynamics 62 2.3.1. Introduction to System Dynamics 62 2.3.2. Characteristics of System Dynamics 64 2.3.3. Steps of Modeling System Dynamics 68 2.4. Policy Scenarios for EV Propagation 70 3. Life Cycle Assessment of EV Propagation 72 3.1. National Plan for Electricity Supply and Demand 72 3.2. Life Cycle Assessment 74 3.2.1. Introduction to Life Cycle Assessment 74 3.2.2. Goal and Scope Definition 76 3.2.3. Life Cycle Inventory Analysis 79 3.2.4. Life Cycle Impact Analysis 80 3.3. Policy Scenarios and Environmental Options 82 Chapter Ⅳ. Results and Discussion 84 1. Key Drivers of EV Propagation 84 1.1. Descriptive Statistics of Factors 84 1.2. Identification of Stationarity of Factors 88 1.3. Result of Goodness of Fit Test 89 1.4. Panel Fixed Effect of EV Propagation 90 1.5. Panel Random Effect of EV Propagation 98 2. System Dynamics Modeling for EV Propagation 103 2.1. Bull's Eye Diagram of EV Propagation Model 103 2.2. Causal Loop Diagram of EV Propagation 105 2.3. Stock-Flow Diagram of EV Propagation 108 2.4. Propagation Results of EV considering Policies 115 2.4.1. Subsidy Cliff Scenario 115 2.4.2. Phase-out Subsidy Scenario 118 2.4.3. Phase-in Subsidy Scenarios 121 2.4.4. Regional EV Projection per Thousand in 2030 127 2.4.5. Policy Implications of EV Projection considering Policy Scenarios 132 3. Environmental Implications of EV Propagation 134 3.1. Environmental Performance of EVs Compared to ICEVs 134 3.2. Environmental Implications of Combination of Policy Scenarios and Environmental Options for EV Propagation 138 3.2.1. Emissions Considering Environmental Options and Policy Scenarios 138 3.2.2. Total Emissions from ICEV and EV Considering Energy Transition Option and Policy Scenario 142 Chapter Ⅴ. Conclusion 147 References 152 Abstract in Korean 172 ; Master

The Great Depression in Weber County, Utah, is an Oral History Project by Mack S. Taft for completion of his Master's Thesis at Utah State University during the summer of 1969. The interviews address the Great Depression through the eyes of individuals in several different occupations including: Bankers, Laborers, Railroad Workers, Attorneys, Farmers, Educators, Businessmen, Community and Church Leaders, Housewives, Children and Physicians. All of these individuals lived in Weber County from 1929 to 1941. The interviews were based on what they remembered about the depression, how they felt about those events and how it affected their life then and now. ; This is an oral history interview with Dr. Frank K. Bartlett. Dr. Bartlett discusses 50 years of medical practice in Ogden, including practice during the Depression and starting the first laboratory in the basement of the Dee Hospital. He also talks about the stock market before, during, and after the Depression, and building a house during those years. ; 16p.; 29cm.; 2 bound transcripts; 4 file folders. 1 sound disc: digital; 4 3/4 in. ; Oral History Program Dr. Frank K. Bartlett Interviewed by Mack S. Taft circa 1960s Oral History Program Weber State University Stewart Library Ogden, Utah Dr. Frank K. Bartlett Interviewed by Mack S. Taft circa 1960s Copyright © 2016 by Weber State University, Stewart Library iii Mission Statement The Oral History Program of the Stewart Library was created to preserve the institutional history of Weber State University and the Davis, Ogden and Weber County communities. By conducting carefully researched, recorded, and transcribed interviews, the Oral History Program creates archival oral histories intended for the widest possible use. Interviews are conducted with the goal of eliciting from each participant a full and accurate account of events. The interviews are transcribed, edited for accuracy and clarity, and reviewed by the interviewees (as available), who are encouraged to augment or correct their spoken words. The reviewed and corrected transcripts are indexed, printed, and bound with photographs and illustrative materials as available. The working files, original recording, and archival copies are housed in the University Archives. Project Description The Great Depression in Weber County, Utah, is an Oral History Project by Mack S. Taft for completion of his Master's Thesis at Utah State University during the summer of 1969. The forty-five interviews address the Great Depression through the eyes of individuals in several different occupations including: Bankers, Laborers, Railroad Workers, Attorneys, Farmers, Educators, Businessmen, Community and Church Leaders, Housewives, Children and Physicians. All of these individuals lived in Weber County from 1929 to 1941. The interviews were based on what they remembered about the depression, how they felt about those events and how it affected their life then and now. ____________________________________ Oral history is a method of collecting historical information through recorded interviews between a narrator with firsthand knowledge of historically significant events and a well-informed interviewer, with the goal of preserving substantive additions to the historical record. Because it is primary material, oral history is not intended to present the final, verified, or complete narrative of events. It is a spoken account. It reflects personal opinion offered by the interviewee in response to questioning, and as such it is partisan, deeply involved, and irreplaceable. ____________________________________ Rights Management This work is the property of the Weber State University, Stewart Library Oral History Program. It may be used freely by individuals for research, teaching and personal use as long as this statement of availability is included in the text. It is recommended that this oral history be cited as follows: Bartlett, Dr. Frank K., an oral history by Mack S. Taft, circa 1960s, WSU Stewart Library Oral History Program, University Archives, Stewart Library, Weber State University, Ogden, UT. 1 Abstract: This is an oral history interview with Dr. Frank K. Bartlett. Dr. Bartlett discusses 50 years of medical practice in Ogden, including practice during the Depression and starting the first laboratory in the basement of the Dee Hospital. He also talks about the stock market before, during, and after the Depression, and building a house during those years. The interviewer is Mack Taft. MT: Where did you live during the Depression years? FB: In Ogden. MT: And what was your profession? FB: I was a physician. I was a physician here for fifty years, from 1915 until I quit. I'm now eighty-four. MT: What do you remember about the Depression years that might set them apart from other years? FB: Well, I was a comparatively young man. I had been in practice for fifteen or eighteen years. I had been in the war, the First World War, in France for a year and a half and come back. I didn't have any money to speak of. What money we had in those days, we didn't invest in the stocks because the stock market wasn't very popular with people at all. But we almost invariably invested in bonds, 3 percent or 3½ percent bonds, buying them at $100. When they'd go up to $102, we'd sell them. There was no income tax to pay, and so we just kept that $200 or $300 we made as pure gold. But then along in the early 1920s, people began to invest in the stock market. I remember that distinctly, and I would put some money in Continental Oil, or New Jersey, or something like that. The oils were just coming into their own and they were doing well. Westinghouse, I remember, 2 it was selling around $100. It went down to $17. Gosh, we were just about broke. Everybody's investments in the stock market went down to just about nothing. You know, it hit us in two big waves, if you remember. It piled down, and they said, "Well, it won't go any further." And then it was down again as far. And so people were very, very skeptical about stocks. There were some good buys if you had the money, but you couldn't get the money. Even government bonds were way down under $65. I remember Gus Becker over here, who was a beer maker. He was buying government bonds at $65, 3 percent bonds, or 4 percent bonds, and they would come back if anything would. I had a little money in the bank that I had saved. There wasn't a house being built in Ogden at that time, not one house. The architects were starving, the contractors, bricklayers, plasterers, carpenters. There wasn't a house going up. I bought this lot up here from Kelly Goddard for $2,500. It was paved. It had the sewer into it, and water into it, and I bought it from him for $2,500 and built this nice home here for practically nothing. In fact, I think I paid for this home - McClanahan was the architect - and this was the only house going up in Ogden. I think he was glad to get it and a chance to make a little money. He charged me $1,000, and you see that it's a nice home. You know what it cost me to build it? You couldn't build it for $75,000 or much under $100,000 today. It cost me $17,000 to build this home. Everybody wanted to dig the basement. Everybody wanted to plaster. I carpeted the whole house - and here's the same carpet that I put in over 40 years ago - for $1,000, the whole house. I showed you how things had depreciated in 3 value. Nobody was selling anything. Nobody was doing any business at all because, as I say, all the value of your equities in business and industry just simply dropped to nothing. I'm not sure, but during the Hoover administration, or following the Hoover administration, when we hit bottom - and there was no better president, no more honest president than he was that ever lived - but it wasn't that. The opposite party, the Democrats, blamed it onto Hoover. But it was a worldwide Depression, not only here, and I think I have a book on the stocks that I had at that time just to show you how things dropped down. Anaconda Copper dropped from the $50's down to $3, and Westinghouse from $100 down to $17. You can see [how] a man's worth was sliced to practically nothing. We were even afraid to keep our money in the banks. And you couldn't borrow money; you couldn't get it. The banks wouldn't loan it. People were taking their money out of the banks for fear that they would go broke. As far as industry was concerned in this town, this was the only house being built in Ogden in 1931 - the only one. Now look at them, hundreds and hundreds of them because Ogden is just beginning to expand. The railroads at that time carried passengers more than they do now, and passengers were a big part of their revenue. Trains were elaborate. People who were traveling wore great big diamonds, and the service on the trains was immaculate and luxurious just as it is in Africa today on the train that goes from Kimberly to Cape Town. I was on that a few years ago, and that train reminded me of the trains that we had here a few years ago. It was just beautiful and elaborate, with every convenience that you wanted and the finest food and 4 waiters and all the rest. But now you go in the depot, and it's flea-bitten, dirty, unoccupied, and all business is in freight. And they're getting rid of a lot of their tracks to sell them into iron mills, steel mills. But there was a time when Ogden's depot was a bustling place, and people were going in and out, and that was during that time. Red-caps by the dozen. Now, as far as the medical business was concerned, people were sick then just like they are now, and we had to take care of them. And I did. I was a young man, anxious to build up my business. And if anyone called me at three in the morning, if he lived across the tracks, I went. Whether I got my money or not. A lot of people I didn't get anything from because they didn't have it, but that didn't make a difference. But you won't get a doctor now to go out at three in the morning. He'd say, "Get him to the hospital. I'll see him in the morning." It's a different attitude entirely. Since the government has interfered so much in the practice of medicine, we have had a great change in the attitude of the doctors toward their practice. It was a doctor-patient relationship all up until the last ten years. Since then it's gradually been a function of the government to take care of everybody's illness almost. If you don't have any money, you don't have to pay anything. But not then. MT: What were some of the major problems that you had in your business at that time, Doctor? FB: Well, medicine is always the same. I had an office in the old First National Bank, where the ZCMI building is at present. It was an awful, old, rundown building when I was in it. But I went into practice with our old family doctor, who was a 5 homeopath. They believed in practicing medicine by giving little tiny pills about as big as a pinhead. If you had a fever, you got achinaide [sic]. It helped to knock the fever down. It didn't have any effect on the illness itself. In fact, in the days when I came to Ogden, there were no antibiotics at all. I discovered an epidemic of typhoid in Ogden, in about 1917, before I went into the First World War. I think that was the year I went to France. I found a case in west Ogden, and it looked to me like it was typhoid. He had rose spots on the belly and a big spleen, and the fellow was running a fever and diarrhea. He had all the symptoms of typhoid although I had never seen one before. It was following the severe rain that we had, and people were going up into the Coldwater Canyon - we got some of our city water from Coldwater Canyon - and it wasn't protected against people defecating around the streams, you know the watershed. It got in our watershed. Before we got through, there were seventeen cases of typhoid in Ogden after I had reported this to the Health Department. Well, we had to take care of people then just like we do now except that there was a more personal relationship between the patient and the doctor. You went out to his home. Babies we delivered for $25, and we included the pre-birth care and usually two or three house calls after. But now it's $200 for a woman to have the baby, and then she usually has to be in the hospital. So the practice of medicine was very primitive. As I say, we had no antibiotics. I remember so many cases of healthy men, as healthy as you are sitting right there. A pain in their sides come on, which meant, of course, the pneumonia extending out into their pleura. And in two days, they would be dead. And so medicine was tough, and 6 you had to pay pretty good attention to your early colds. Now, it doesn't make any difference. Mastoids were plentiful. Many people were operated on for mastoids on the face and middle ear. You very seldom ever see a mastoid any more. The drugs kill the bug. But the new things, you have the viruses now prevailing, and there is nothing known right now to stop a virus infection so far, no medicine at all. MT: Did you have more difficulty collecting your fees during the Depression than other times? FB: Oh, sure. There were so many people out of work. As I say, when I was building this house, I was met on every corner by some fellow - contractor wanted to shingle the house, another wanted to dig the basement, and another one wanted to lay the brick. They were all out of work, and had been out of work for a couple of years. This Depression didn't cease for two years, didn't begin to recover, and. MT: What was your reaction during the stock crash? Did you hang on tight to what you had, or what did you do? FB: You couldn't sell them because you'd practically give them away if you did. I say I paid $20 something for Anaconda, and when it got down to the bottom, it was $3, and you couldn't sell it for that loss. Westinghouse was $100 down to $17. I just happen to remember those two, but I didn't have very much in the stock market. I was soon back from the World War, and when I was over there, I didn't think for a minute that the franc - which was equivalent to our dollar - would ever be down. It was silver, but before long, the francs were selling down for three or four 7 pennies. And the marc, the German marc, we thought surely if you bought them for practically nothing, you could put them on your wall for wallpaper, it was that cheap. I bought quite a few of those. I was young and inexperienced, of course, and foolish. Before long, I had a lot of worthless marcs on my hands. I didn't keep them. It would have been interesting to have kept them just to look at them. But I think I have a book of the stocks that I had at that time, but I have most of these even now. MT: Then you had your stock outright, rather than having bought it on the margin? FB: That's right. I wouldn't buy anything on the margin. If I had the money, I bought it. That's why I built this house. I had the $12,000 in the bank, cash, and with it, along with what I could earn in the next year or two, I paid for it, the whole thing. But just the carpets alone, which you couldn't replace today for $5,000, I bought for $1,000 over the whole house. It goes to show you the difference in the price, that the dollar has slipped. MT: It also shows me what you can do when you are prepared. If you have the money and things are down, then you can take advantage of the situation. FB: You would take advantage of the situation, you would, anybody would. I know of patients that stayed with me all my life. I didn't charge them anything; they didn't have it. I carried them, or I put it down so low that they could just sneeze at it. We had to do that. Every doctor had to do that. And the rooms in the hospital at the Dee, which was built about 1910, I think, when I started practicing medicine, you could get a good, private room for $3.50 a day. Now look at it. Now, I don't know what more I can tell you. 8 MT: Were there any special things that you did at that time either to build your practice or to help your patients out in paying their bills? FB: Well, I was a young, enthusiastic doctor just coming in, like they are today, except that we did a lot more sacrificing. We had an old Ford with the flaps on it. That was my first car. I built my own shanty on the back of a house that I paid $3,000 for when we first moved here. It was an old, sand-rolled brick house, and I thought that we had a mansion when we had it stuccoed, put in a fireplace, and built a tin garage for it. In those days automobiles weren't very good, and you had to drain them at night because you either used kerosene in them as an antifreeze, or you drained them out and brought out two kettles of warm water in the morning to put in before you could get it started. The roads were terrible. The people wore dusters when I started to practice here. If you went out of the city, you had to put on your duster because the dust was so thick. By the time you got out a few miles, you didn't know who you were. I remember crossing - going fishing up on the Lost Creek out of Blackfoot - and I remember getting on that dirt road and going a little ways, and you'd hit a hole and broke a spring or two. We always carried extra springs. I met a farmer coming this way, and I said, "How's the road from here on over to Lost Creek?" "Oh," he says, "this is good road that you're on here." That's the way things were. You had to put up with a lot of inconveniences. I remember the first operation I performed was out on the hillside going up from Pleasant View in a little, old, unpainted two-room house. The farmer had a daughter. I went in with an old family doctor here, and this old doctor had 9 misdiagnosed this case. They didn't know anything about surgery anyway in those days, to speak of. Surgery was just being developed, as you well know. There were a few good surgeons in the big cities but out in the country . Dr. Rich himself told me that for a pain in the belly, put chicken entrails on the belly and fresh manure, hoping that some miracle would occur. You can't believe that, can you? And they didn't believe in vaccination when I first came to Ogden very much. It was against the religion - let God take care of things, just like they do in Central Africa. There's been more changes in medicine, more advancement in medicine than ever in the world before, and so much so that there's a prevention for almost any disease except the virus. They still haven't come up with anything for the virus. But everything else. But you asked me what we would do with these poor patients. We'd just let them alone. We just went to take care of them. Sometimes I was paid in chickens. I had chickens in the kitchen, which my wife objected to. One fellow gave me a goat to pay for what we had. But as far as homes were concerned, in 1914 and 1915 I bought a home for $3,000. You can't even get through the front gate for that. It was an old house in the bottoms, and I had it stuccoed and had a fireplace put in, and I built a shanty behind. The fellow who left it had left a garden of frozen parsnips, which we lived off practically. So we were all poor when we started out. Now, I didn't know any rich people in those days, when I was a boy. In fact, I didn't get acquainted with them. We had a family of five, my father did, and when we didn't have work here in Ogden on the railroad, he was a cabinetmaker, 10 and a very good one. He went to Heber City and built a Mormon church there, and a school, and he came back after two or three weeks with a sack with flour, or five pounds of butter that he had been paid by, and a wagon. So those days, they were kind of rough, and they were kind of tough, just like they were in medicine. But things kept improving, and one of the first antibiotics we used - I can't remember the name of it. It wasn't an antibiotic, really; it was a medicine which you took, and it turned you pink all over. I can't remember what it was called now, it slips my mind. I remember Jack Goodly, here in Ogden, was on the police force, and he had an abscess on his face. I gave him this medicine, and he was as pink as a painting. He got over it anyway, and whether he ascribed his getting better to the medicine or me was immaterial because I don't think either of us had much to do with it, really. It was just an act of God. But I will tell you that during those early days, and it was near the time of the Depression, we had nothing for acute infection to help them out, not any more than they did ten years before. We knew appendicitis and how to diagnose better, but our x-ray machines were very poor. I started the first laboratory in Dee Hospital. They had no microscope, no nothing, no Petri dishes, no nothing. I brought them up from my office because I was primarily trained as a pathologist in Rush Medical, and I started the first laboratory up there in the basement. That was in 1915. Today, if a man has a slight pain today, they go through all sorts of expensive maneuvers to find out what it is. People died like flies of acute infection. I remember one fellow in particular that I was very fond of. He was tall, 11 slightly ruddy-faced, red-haired druggist. He worked in what was then called Ballkins Drugstore, fine, big strong fellow. He got a little cold and had a pleural pain, and old Dr. Camahan, who took care of him and who liked to discuss the Japanese-Russian War.gave him a bottle of medicine or something, and he was dead in two days. You think a young man with a family, a pain in his side, we watched very closely because we knew that meant the beginning of a lobar pneumonia, and we didn't have a darn thing for it. Don't think that the practice of medicine and the people who have gone before, don't think they haven't gone through an awful lot of tough sicknesses without anything to do. Do you know that during the plague in the twelfth century, there were over 25 million people that died in Europe? And we have had a little of that lately. We have a vaccine for it. We give it to them, and they don't get it. The medical schools, when I went to study medicine in 1906, I went to the University of Caldwell. We had a combined course of six years to get our bachelor's degree and our medical degree, and on top of that, I took a master's degree. You could work. I worked waiting tables, cutting meat, in the library, and our tuition was $45 a quarter, which I usually paid for by working for it. Now you can't get into medical school today unless you can prove to them that you have adequate funds of at least $1,000 a year to pay for your upkeep. Because you cannot work and go to medical school, so tough are they, and so tense are the requirements on studying. That's the difference.

Issue 51.4 of the Review for Religious, July/August 1992. ; for religi.ous Christian Heritages and Contemporary Living JULY-AUGUST 1992 ¯-VOLUME 51 ¯ NUMBER 4 Review for Religious (ISSN 0034-639X) is published bi-monthly at Saint Louis University by the Jesuits of the Missouri Province. Editorial Office: 3601 Lindell Boulevard ¯ St. Louis, Missouri 63108-3393. Telephone: 314-535-3048 ¯ FAX: 314-535-0601 Manuscripts, books for review, and correspondence with the editor: Review for Religious ¯ 3601 Lindell Boulevard ° St. Louis, Missouri 63108-3393. Correspondence about the Canonical Counsel department: Elizabeth McDonough OP ¯ 5001 Eastern Avenue ¯ P.O. Box 29260 Washington~ D.C. 20017. POSTMASTER Send address changes to Review for Religious ° P.O. Box 6070 ° Duluth, MN 55806. Second-class postage paid at St. Louis, Missouri, and additional offices. SUBSCRIPTION RATES Single copy $5 includes surface mailing costs. One-year subscription $15 plus mailing costs. Two-year subscription $28 plus mailing costs. See inside back cover for more subscription information and mailing costs. ©1992 Review for Religious for religious Editor Associate Editors Canonical Counsel Editor Assistant Editors Advisory Board David L. Fleming SJ Philip C. Fischer SJ Michael G. Harter SJ Elizabeth McDonough OP Jean Read Mary Ann Foppe Mary Margaret Johanning SSND Iris Ann Ledden SSND Edmundo Rodriguez SJ Se~in Sammon FMS Wendy Wright PhD Suzanne Zuercher OSB Christian Heritages and Contemporary Living JULY-AUGUST 1992 ¯ VOLUME 51 ¯ NUMBER 4 contents evangelizing and witnessing ° 486 Church of the Poor Juan Ram6n Moreno sJ reflects on the implications of seeing the poor as central for the identity of the church and religious life. 496 Women Missioners amidst Violence Annmarie Sanders IHM reflects the questions, fears, and chal-lenges facing foreign women missionaries in Peru. 504 School of Terror Roy Bourgeois MM speaks on behalf of the poor as he voices his concern about a particular military training camp called the School of the Americas. inculturating 508 Women Religious and the African Synod M. Gerard Nwagwu offers her thoughts on the evangelization of Africa in an article originally presented as the keynote address at the National Day of Celebration of the Nigerian Conference of Women Religious in January 1992. 519 Rerooting Religious Life in South Africa Jennifer Mary Alt OP reflects on how native African spiritual values might become better integrated into the religious-life vocation. 527 54O 545 living religiously Religious Life and Religion Albert DiIanni SM calls attention to the religious core of a belief in God and of our relationship with God which cannot be reduced to a personal~ social, or ecological morality. Detachment in Our Psychological Age Eileen P. O'Hea CSJ explains detachment as a way of freeing ourselves from our compulsive behaviors and opening ourselves to God's healing. An Ache in My Heart Bernard Seif SMC witnesses to the continuing call and direction of God in bringing forth new forms of dedicated life in the " church. 482 Review Jbr Religious focusing religious life 550 Religious Life in Church Documents Patricia F. Walter OP presents some aspects identifying religious life in conciliar and postconciliar documents of the magisterium. 562 The Ignatian Charism of the Sisters of St. Joseph Joan L. Roccasalvo CSJ shows how the Spiritual Exercises per-meate Jean-Pierre M~daille's Maxims of Perfection and so fire an Ignatian spirit for the Sisters of St. Joseph. 575 Envisioning Associate Identity Rose Marie Jasinski CBS reflects on the status of the associate movement in the light of the second national conference held 5-7 May 1991. 581 Musings about Vocations James E. Claffey CM finds vocation ministry a stimulant to a broader understanding of how God breaks into our history. 585 595 600 614 484 625 632 ministering Pastoral Leadership beyond the Managerial (XL*~ Matthias Neuman OSB stresses the role of spiritual leadership in the midst of ministry challenges. Scarcity and Abundance in Parishes Thomas P. Sweetser SJ compares the parish to a desert of scarci-ties, but at the same time a desert beautiful with hidden wells of life. Marian Community and Ministry Patrick Primeaux SM combines data from both the theological and businessomanage.ment disciplines to distinguish a Petrine and a Marian way of ministering and of living community. Three Images of Priesthood Henry J. Charles proposes the images of priest as collaborator, mystagogue, and holy man for a renewed understanding of priesthood. departments Prisms /~ Canonical Counsel: Involuntary Ex~laustration Book Reviews .l~uly-Augu.ct 1992 483 prisms History happens. We human beings can write our history books and, by emphasis and omission and sometimes by romanticizing, make as if we are mas-ters of our history. It may take only some seventy years for the rewriting of the Communist history of Russia or it may take five hundred years for the European discovery of the Americas to be reevaluated. But it happens. We say that Pope John XXIII made history when he called the Second Vatican Council. We are well aware that the church experienced, through the actions of the bishops present at the council, something that has been likened to a second Pentecost. For our own availability to the God of history, we need to return again and again to the happening of that first Pentecost and the subsequent events as recorded in the Acts of the Apostles. God's Spirit makes things happen, even when the very persons involved seem so little capable of being the crafters of history. Most recently Pope John Paul II has expressed his own desire to make history by his call for a new evangelization, partic-ularly occasioned by our entering into the third millen-nium. This call to a new evangelization holds the promise of another moment of this second Pentecost that came with Vatican II. It is history happening, in which none of us is the master or control-artist, but every one of us plays an important role--with the Spirit's direction. Evangelization--new evangelization--demands much of us all. A paradigm of evangelization and inculturation captures our attention anew as we reflect upon the events in the Acts of the Apostles. It means that no one can hold himself or herself exempt from the call of this second moment of the second Pentecostqthe call to a new hear- 484 Review for Religious ing of good news. This is not the time for new rules or the impo-sition of old ones--the Judaizers tried that two thousand years ago. It is the time for Cornelius, his wife, and household to invite Peter once again to proclaim the gospel so that new conversion on everyone's part can take place. It is the time for Peter to dream new dreams and hear God telling him that old restrictions do not apply in a new creation moment. One of the deepest meanings of Pentecost lies in the fact that all peoples heard the good news in a way that they could under-stand and respond to. It goes beyond the language barrier to breakthroughs involving customs, heritages, and rituals. In the Pentecost beginnings, Jesus Christ and the gospel message needed no inculturation. In the new evangelization as in the original one recorded in the Acts of the Apostles, it is not Jesus Christ who needs to be inculturated; he is already a confidant of people's hearts. It is his church that must be inculturated by being evan-gelized anew as well as by evangelizing others. The Acts of the Apostles--the story of the first evangelizing time--portrays the exhilarating and somber picture that inculturating a church does not come without cost--a cost which everyone must bear in lis-tening to ~hocking good news, in experiencing a certain amount of turmoil, in suffering the pain of differences expressed vigorously by people who serve or are served. John Paul II has said that "we need an evangelization that is new in its ardor, new in its method, new in its expressions." That ' is what we--always the disciples--must allow to happen to our-selves first: to be evangelized anew in order to be the new evan-gelizers. We need to rethink how to inculturate a church, not a gospel. If the original Jewish and pagan converts to the new Christian faith seemed to share little common religious heritage and ritual and yet, with struggle, came to form the Body of Christ, can we today not recognize the imperative of a new evangelization demanding the same kind of breakthrough for traditionalists, lib-erals, feminists, or whatever modern-day version an appeal to the party of Apollos or Paul takes? A new evangelization brings the excitement of discovery into our own lives and so into our church. Let the Spirit lead. It has happened; it will happen again. David L. Fleming SJ ~uly-Augu~t 1992 485 JUAN RAMON MORENO Church of the Poor evangelizing and witnessing Juan Ram6n Moreno SJ was one of six Jesuits mur-dered along with an employee and her daughter by Salvadoran military forces at the Jesuit residence of the Central American University, San Salvador, on 16 November 1989. He was widely known as a spiritual director, teacher, preacher, and giver of retreats and conferences and was the founder and editor of the spirituality journal Diakonfa. Besides holding other responsibilities, at various times he was novice director for the Jesuits of Central America, local superior, university professor, and president of the Panamanian and Nicaraguan con-ferences of religious. This article was first published in Diakonfa 7 (1978): 17-28 and republished in a collection of Father Moreno's writings, Evangelio y misidn (San Salvador: UCA Editores, 1990). The translation is by James R. Brockman SJ with the permission of UCA Editores. The footnotes are the translator's. The term "church of the poor" is meant to express a new awareness of what it is to be church, an awareness that is growing in force among Christians in Latin America. The following thoughts are proposed as a help toward under-standing the foundation and principal traits of this way of viewing the church. Church of the Poor and Vatican II The schema on the church elaborated by the precon-ciliar doctrinal commission brought together the ecclesi-ology traditionally taught in recent centuries, and the 486 Review for Religious that allow one to recognize in Jesus the hoped-for Messiah are that "the blind see and the lame walk., and the good news is proclaimed to the poor" (Mt 11:5), what should be the traits that make recognizable Jesus' church? Church Born from Below Vatican II has allowed us to pass from a church that becomes conscious of itself and is organized and structured fr0m within, from itself, to a church that seeks to understand and structure itselffr0m without, from the world that it has been sent to in order to make God's kingdom grow in that world. Nevertheless, the reality that the world is a divided world had not yet made its full impact on the council. Consequently, the challenges to which it more directly proposes to respond are those of a world seen too much from above, from the angle of the learned and the skilled, from the culture and the perspective of the dominant classes. But at Medellfn2 the Latin American bishops began to express in an inspired and probing manner the conflictive reality of our world. The cry of the impoverished majority of the continent found an echo. The church began to become aware of itself and to organize and structure its life and pastoral action not from an abstract world or from just any part of the real, concrete world, but from below, from the world of the poor, and from there to fashion itself as the true church of Christ. Church of the Poor One must not confuse church of the poor with church3'br the poor. A church for the poo~r would be a church that is constituted in a first step that is logically prior to its encounter with the poor and then, in a second step, seeks out the poor to serve and help them. But the church of the poor is a church that in its very con-stitution has the poor as its center. There is no doubt that the church, as the historical body of Christ, must place itself in the world to transform it and to make present in it the reign of God. It must be incarnated, that is, take a body, become a visible and acting institution. But the problem is, what are the criteria that are to determine its institutional shape? What body will it take? Faithful to the incarnational logic of Jesus, the church must take the body of the poor, incorporat-j~ uly-.4ugust 1992 489 Moreno ¯ Church of the Poor ing the poor, making the poor to be those who make up what is characteristic and determinant of its body, which is structured and takes visible form from the cause and the interests of the poor. Let us take a Gospel passage that graphically illustrates this, which is the particular way of acting of Jesus. I choose the short scene with which Mark begins his third chapter. He describes a Jesus situated within a determined sociocultural-religious con-text. But Jesus is situated in it concretely, and he is situated in a way which is perceived by one of the parties as threatening to its interests--"they wer~ watching him closely" (3:2)--and which provokes a conflict so sharp that "they plotted together to see how to eliminate him" (3:6). What is indicative is the place where Jesus is situated and from which he faces the situation: solidarity with the actual man, the man in his poverty, the man oppressed by his paralyzed hand and forsaken by the institution. He has him step into the middle of the synagogue. And he obliges the others, the representatives of the grand institution, to face up to their own presuppositions: Is it licit or not? What is more important, the institution or the person, maintaining the institution or free-ing a man from what concretely oppresses him? What is the cri-terion to act on? "But they were silent" (3:4). Jesus' reaction is, "Then looking at them with anger . . ." (3:5). Countless times the Gospels speak of Jesus' look--always a loving and compas-sionate look. Now he looks "with anger." At whom? At that group of wise, prudent men who are respectful of the institution. Why? Because they refuse to commit themselves to the man, they refuse to make a decision in regard to a poor person, they refuse to take a stand in a situation that questions their rigid institutional schemes. Jesus says, "Hold out your hand" (3:5). Jesus chooses the poor person, the man in a situation of concrete need. The institution is either at the service of human beings orit does not reflect the true God. The Gospels contain many even more radical expressions about the poor as the fundamental criterion for discerning whether we are following the path to God's kingdom. Perhaps the most awesome and disquieting is the words contained in Matthew 25:31-46: "Come, blessed ones of my Father, inherit the kingdom . . . for I was hungry and you gave me to eat. depart from me, accursed ones., for I was naked and you did no~' clothe me . " There is not much room here for sociological or 490 Review for Religious theological lucubrations about who are the poor that are spoken of and what is the determinant criterion for measuring God's nearness. Crucified Church As we can see in the example of Jesus, taking the side of the poor supposes having the courage to get involved in conflict. The history of the Latin American church since Medellfn confirms what has been true all through its existence: insofar as it empties itself of power and prestige so as to enter the world of the poor and be identified with them and their cause, it has also had to suffer their lot--crucifixion and death--and it has come to under-stand why it cannot follow Jesus without denying itself and car-rying the cross. It is because the immense majority of the poor are not poor simply because of nature, but because of other persons. In reality, the poor are the impoverished. Hence, their mere pres-ence is an accusation, a questioning; it creates conflict. The poor are a cause of division, a division whose theological meaning is apocalyptically described in the eschatological discourse I have mentioned: "He will separate one from the other, as the shep-herd separates the sheep from the goats" (Mt 25:32). Jesus him-self, poor and in solidarity with the poor, appears as "a sign of contradiction" (Lk 2:34); and when he takes his place actually at the side of the poor, he provokes conflict and repression, and he suffers death. For this reason the church of the poor is the crucified church, the church of the martyrs. It is so insofar as it is a church of the poor. As long as it preaches universal but abstract love, as long as it is a church from above, the world's powerful praise and respect it; they consider it their church. But when it begins to translate love into historical terms, when it begins to take the side of the poor and it plans and organizes its pastoral work with them in mind, then it begins also to be the church that is slandered and persecuted. If we look at this fact in the light of the Beatitudes (see Lk 6:22-23, 26) there is no doubt which one is the church of Jesus. Church in which the Poor are Evangelized The poor are the privileged consignees of the good news of .~ly-Aug'ust 1992 491 Moreno ¯ Church of the Poor salvation. That does not mean they are the exclusive consignees. Partiality is not the same as exclusiveness. Jesus comes to bring sal-vation for all. But he comes to bring it from the poor, and fi'om them he confronts the changes that must come about in the world; he makes specific what it means to be converted, what it means to become brothers and sisters. This is not a matter of mystifying the poor, as if they were the good and the rich were the bad. It is that objectively God's identi-fication with the poor, the defense of their cause, is precisely where it is revealed what God is, a God who is love that saves, love that creates a brotherhood and sisterhood of sons and daughters, love that makes all things new. And so it is from there that salva-tion is offered to all. The Beatitudes proclaim, not the goodness of human beings, but the goodness of the God who identifies with the little ones of the earth. The Acts of the Apostles describes for us a church that under, stood this very well and where for that reason the poor find their place in such a way that they cease to be poor: Among them no one was needy, because all those who pos-sessed land or houses sold them and brought the price of the sale., and distribution was made to all according to their needs (Ac 4:34-35). It is the very gesture of him who "being rich became poor for you in order to enrich you with his poverty (2 Co 8:9). Church in which the Poor Evangelize Us This is another of the traits that characterize the church of the poor. St. John declares: Everyone who loves . . . knows God. Whoever does not love does not know God, for God is love (1 Jn 4:7-8). But those who from their objective condition teach the church what true love of God, Christian love, consists in are the poor: If someone has material possessions and sees a brother in need and yet closes his heart to him, how can love of God dwell in him? My children, let us love not just with words, with our lips, but with actions and in truth (1 Jn 3:17-18). The poor reveal to us what the demands are of that love which, because it is Christian, seeks efficacy and a real change in the conditions of suffering and injustice of the poor. They makd us discover who God is: the one who takes the part of the orphan, 492 Review for Religious the widow, the stranger, the one who becomes their goeL They make us understand the Jesus who has compassion, who casts out demons, who looks with anger. They reveal to us the demons that must be cast out today, what the sin is that today stirs up the Lord's anger, what it is that today negates brotherhood, that kills our brother or sister. It is from the poor we must learn what grace means, grace that is manifested in powerlessness, that makes possible the impossible, that bursts in as pure gift. In short, they keep on making us discover the Gospel in a new dimension. On the other hand, if the poor are the privileged consignees of the good news of the kingdom, that means they must also be privileged in understanding and interpreting what that good news signi-fies. The Gospel is understood through the lens of the poor and from their per-spective. Therefore, it is in them before all else that the Spirit becomes present, From the poor we must learn what grace means, grace that is manifested in powerlessness, that makes possible the impossible, that bursts in as pure gift. and from there the Spirit speaks today to the church. There is a hierarchical magisterium in the church, but it only makes sense if it is rooted in the reality of those poor who make up the church's rank and file. The good shepherd's sheep follow him because "they know his voice" and "he knows his own sheep" (Jn 10:4, 14). The hierarchy of the church of the poor is a hierarchy of service, not of domination. It is a hierarchy that knows its sheep in dia-logue and solidarity, that is ai~tuned to their concrete needs, their sufferings, their longings. Precisely for this reason, because it can hear and understand the people's silent cry, it is able to speak with a language that is recognizable, and in the hierarchy's voice the poor find their life, their cause, their hope, their own voice. The theological reflection of the church of the poor is done from below also, tuning in to 'the awareness and the feelings of the poor. Those poor have had their voice taken away--within the church as well--for so long that they have forgotten how to speak and must learn, to express themselves; but they must increasingly acquire a voice within the church. And that voice must be heard, because in it is revealed the Spirit of Jesus that guides the church. Thus will arise a church where things are considered, struc-at~ dy-./lugust 1992 493 Moreno ¯ Church of tbe Poor tured, and carried out from the perspective of the poor. It is they who say how the institution should function, what new ministries are required for a better service, what ministries and functions they need so that they themselves may be active participants within the church's life. Church on Its Way We must not forget that this church of the poor is also a pil-grim church, a church that must keep forming itself through hard-ship and conflict. I am not referring now to conflict with the powers of the world; I am talking about the world and the sin that are still found within the church itself, about conflict that arises from the church's limitations and from different models of church. The church's unity--that unity for which Jesus died--is eschatological unity, a unity that will come about beyond the church itself as fundamental gift of the kingdom that will burst forth into fullness. The church has a mission to go on building that unity--which is universal brotherhood and sisterhood--by attacking at the root what keeps that unity from being realized. That is not achieved by denying the reality of the conflict, but by facing up to the lack of love and Folidarity that produces it. The mere existence of the poor exposes that lack of love and sol-idarity- which is why there will be protest, conflict, and division as long as there are poor--and it reminds us that salvation, the fullness of God's reign, has not yet arrived. The Religious Life in the Church of the Poor What place do we religious have within this church of the poor that I have just described? The religious life arises as protest against the values and struc-tures of the world. It arises as a search for what is radical in the Gospel, for the "one thing necessary" (Lk 10:42), which tends to be obscured in a church tempted to become worldly, to stop being the distinct event that it ought to be within the world. With its special form of Christian existence, religious life ought to be prophecy that points continually towards the church's true mean-ing and calls on it, not to settle down, but to seek ever to go for-ward. That is the eschatological meaning of the vows, as they show us a beyond that urgesus to transform the present. 494 Review for Religious But what is the natural place for religious life to flourish? Where is the root that makes our life radically evangelical? If what I have said about the church of the poor is true, then there is no doubt that the poor are the place par excellence where the reli-gious life should be located in order to carry out its charism of prophecy. In point of fact, the Spirit is stirring up a notable move-ment among religious towards a real and concrete insertion among the poor. From there the Spirit provides light for a reinterpreta-tion of religious life itself. The religious vows are seen before all else as ,consecration to the Christ who is poor and identified with the poor, as vows that consecrate by freeing us from fixity and exclusiveness so as to form Christians who are available for all and approachable by all, but with an availability and approacha-bility whose universalness is shown precisely in being dedicated by preference to the poor and effectively committed to their cause. It means being detached in order to go where the institution can scarcely reach because of the difficulty and poverty of the condi-tions. Jon Sobrino expresses it very well as a going to the desert, the periphery, the frontier: to the desert, where no one is, where no one wants to go; to the periphery, where everything is seen through the lens of the powerless (not to the center, where the powerful are, where things are seen from above); to the frontier, where risks are greater and the task is harder, where there are no trodden paths because no one has trod them and the walkways are made by walking. What better way to fulfill religious life's prophetic function within the church than to help it read the signs of the times from that insertion into the world and struggle of the poor? What bet-ter way than to point out the new paths that the Spirit of Jesus is having us discover through the poor, in whom that Spirit becomes so specially present? The challenge offered us is, how to bring this about? To what conversion does the Lord call us as religious within the church so that we may help it become increasingly a church of the poor? Notes 1 The Documents of Vatican H (New York: The America Press, 1966), pp. 23-24. 2 The 1968 Latin American bishops' assembly at Medell~n, Colombia. July-August 1992 495 ANNMARIE SANDERS Women Missioners amidst Violence efforts of two insurgency groups, drug lords, and a military that violates more human rights than the groups it seeks to suppress. Through the country more than sixty percent of the people are living in emergency zones, and a great deal of these areas have been placed under military control. Many of the towns have lost their leaders, doctors, teachers, and development workers and even their police. Often only Catholic church workers remain, the great majority of whom are women religious. The situation has called us who serve here to a new way of liv-ing and ministering among the people and to a new spirituality. Following Christ and living Christian values can no longer be done as in the past. The reality in which our spirituality is lived out is now radically different. In speaking with various foreign women missionaries through-out Peru, I see that we struggle with many of the same new chal-lenges, are asking ourselves the same questions, and are recognizing similar patterns in our lives of prayer and relation with God. Our situation is unique because of the state of the country in which we work. The complexity of problems plaguing Annmarie Sanders IHM, a member of her congregation's vocation and formation team, has been in Peru since March 1989, She also works as associate editor of Latinamerica Press/Noticias Aliadas. Her address is Apartado 18-0101 ; Lima, Peru. 496 Review for Religious Peru does not follow any pattern in the history of other nations, and thus we have no precedent to follow. To understand our questions, fears, and challenges, one must better understand the context of the violence we face. Peru's two terrorist groups, the Maoist Sendero Luminoso (Shining Path) and the Tupac Amaru Revolutionary Move-ment, hold as their primary goals the takeover of the country. So far their efforts since 1980 ¯ have resulted in 23,000 deaths, 5,000 disap-pearances and US$18 billion in economic damage. Sendero has declared its willingness to wade through a "river of blood" to expunge foreign influence in Peru and establish a peas-ant society. It rejects competition from the church, the state, and the private sector. The methods of the two groups include bombings, intimidations, blackmail, torture, and ruth-less murder. The terrorist groups are known to be linked with narco-traffic rings, and in return for the security which the terrorists provide coca traffickers, they receive an esti-mated $40 million a year. Although the current government of Although the terrorist problem has been present in the country for over a decade, only recently has the church been directly affected. President Albert Fujimori attempts to control the drug trafficking and terrorist situations, it also battles cholera, endemic corruption, frequent drought, eighty-percent underemployment, and a deep economic depression leaving 13 million of Peru's 22 million inhabitants in extreme poverty, a figure which has doubled in three years. The government must also contend with the Peruvian military and police forces, which, according to the Washington Office on Latin America, are among the worst violators of human rights in the hemisphere. The U.S. State Department's 1990 human-rights report notes "widespread credible reports of summary executions, arbitrary arrests, and torture and rape by the military, as well as less frequent reports of such abuses by the police." The United Nations Commission on Human Rights noted that in 1991, for the fourth consecutive year, Peru had the highest number of disap-pearances of all the countries in the world. Although the terrorist problem has been present in the coun-try for over a decade, only recently has the church been directly affected. Between the church and the terrorists there had existed .~dy-August 1992 497 Sanders ¯ Women Missioners amidst Violence an "understanding." Generally, when terrorists entered to take over a village, if church workers complied with terrorist expecta-tions they were left unharmed. The church work often had to be significantly curtailed,.'but the religious could remain as a presence to the people. The recent direct destruction of church projects and prop-erty; the deaths of Irene McCormack, an Australian Sister of St. Joseph, in Junin in May 1991 and of Zbigniew Strzalkowski and Michael Tomaszek, Polish Franciscan priests, and Alessandro Dordi Negroni, an Italian priest, in Chimbote in August 1991; and the attempted assassination in July 1991 in Chimbote of Miguel Company, a priest from Spain, changed the scene signif-icantly. More religious encountered terrorist demands that their works--especially food aid and development projects--be stopped, and many received direct threats on their lives. Rather suddenly priests and religious became direct terrorist targets. Sendero Luminoso proclaimed that the church was the enemy of the peo-ple and an obstacle to revolutionary triumph. As the Rev. Robert Gloisten, a U.S. missioner and a staff member of the Peruvian Episcopal Conference for Social Action, stated, "We have become a church under fire with no idea of what will happen day to day." For several years, denial of the serious-ness of the situation was possible. Life was carried on with a vague knowledge that terrorists were active in a few isolated areas; as long as their activity did not directly touch us, we could continue peacefully. Those days are past. ~ The level of awareness and acceptance of the reality of this sit-uation naturally differs for each person. Much depends on one's personal experiences. For example, Pittsburgh Sister of Mercy Rita Harasiuk, who works in the diocese of Chimbote, was jolted by the death of her three colleagues into a new view of the situation: Although I began seeing things differently with the attempted assassination of Miguel Company, it was really the deaths of the two Franciscans that affected me the most. The two, along with two mayors from nearby towns who were also killed, were laid out together in coffins--all open-- and one worse than the other. For some of us, it was the first time we had seen what a human body looked like after having been shot in the head with weapons designed to destroy and mutilate . When Sandro [Alessandro Dordi] was killed two weeks later, we could see that more killing might go on. That's when we really began to strug-gle with what our response to this situation should be. 498 Review for Religious For California native Teresa Avalos of the Sisters of St. Joseph of Carondelet, an incident directly involving her community played a significant role in making the situation more real for her and her sisters. In July 1991 a group of Sendero Luminoso ter-rorists entered Moho, where five of her community members lived and worked. They dynamited several buildings, executed six people, and ordered the townspeople to break into and ransack the convent. "This brought the fear of violence that is directed toward us much more into the open," Avalos said. Others of us have grown in our acceptance of the seriousness of the situation from our hearing such accounts by our colleagues. We stand in solidarity with them, aware that the problem is no longer isolated. An important task most of us have faced has been the admission of our feelings in the midst of such turmoil. Fear, nat-urally, is among the most common emotions, and, unfortunately, sometimes very difficult to accept and share with others. "We are all at different stages of being able to accept the real-ity, and some are still in a stage of denial," said California native Liane Delsuc of the Sisters of Notre Dame de Namur. "This leaves me often feeling alone and sometimes I don't want to share my fears because others don't feel them. I start to think--is it only me that feels this way? Does that mean I should leave? That I am not able to handle it? But I do not feel that is the case. So I look for people with whom I can more freely share because in sharing it I feel stronger and as if I can continue living this." The sharing has helped us understand the wide range of emo-tions we feel. "Reflecting with others enables me to sift through real fears and imaginary ones," said Pauline Maheux, an Edmonton, Canada, native of the Ursuline Sisters of the Chatham Union; "in sharing we help one another admit to our fears and face them." The emotions one feels get mixed up when one watches the sense-less killing and destruction of years of work. Feelings include shock and anger. Often what is hardest for us to accept is the distrust we now feel towards others since we know that we must be aware of terrorist infiltration into our parishes and workplaces. An important task most of us have faced has been the admission of our feelings in the midst of such turmoil. July-August 1992 499 Sanders ¯ Women Missioners amidst Violence Harasiuk received a shocking revelation of this after the funeral for the slain Franciscans. At the offertory two gifts were quietly brought in procession to the altar: the rope used to tie the hands of those killed and the blood-covered cardboard left on their bodies with messages from the assassins. "We later dis-covered that among the young people bringing the gifts to the altar were persons who belonged to Sendero." Our situation naturally causes us to reflect on death--that which we see around us as well as our own. "I think much more about the possibility of my own death," said French native Anna Ingett of the Sisters of Christian Education; "not that I think death will come in the next few days,,but I am more conscious of its nearness." Given this stark reality, we are constantly asking ourselves on personal, communal, local, diocesan, and national levels: How do we deal with this personally and how are we to respond as church workers? One of the greatest challenges we face is receiving accu-rate information about what is happening in the country. The media in Peru are severely restricted and often rely on third-party sources; great doubts remain. Although organizations such as the Religious Conference of Peru work hard to gather facts, the dis-semination of information is very difficult, given the lack many religious have of telephones and reliable mail service. Many reli-gious, however, felt aided by the Religious Conference's meet-ings and workshops on violence and also by programs dealing with situations and problems in the various dioceses. What seems most useful to us are open, honest dialogues with our community members and other religious working in our areas. Many of us have listened to the facts, tried to process our feelings, and then asked ourselves some hard questions: How much more of this can I take? Will I leave if one more religious or priest is killed? Can I live with this tension? Can I remain a sign of hope in what looks like an apparently hopeless situation? Once some sense of peace was reached about our presence here, we began reexamining why we are staying. Many of us, espe-cially those working the emergency zones, began looking at our work with very different eyes. "After the deaths here, most of us slowed down and started thinking, evaluating, praying, and talk-ing together about why we are here and what we should be doing," said Harasiuk, who has been working for ten years as a pastoral team member in Chimbote. She recalls a meeting of priests and 500 Revlew for Religious sisters where someone asked, "Do you think you should continue working as you have been?" Not one person said yes. Many pastoral workers have reduced their work to simple presence in their parishes. They no longer lead groups, distribute food and aid, or attempt to organize the people. They maintain a low profile and lead quiet lives of simple accompaniment. For Delsuc, who is principal in a Lima barrio of a Fe and Alegrfa School, one of forty-three institutes set up by the Jesuits to educate young people in Lima's shantytowns and in the provinces, the questions about work are many: "I wonder if we are presenting relevant, peaceful alterna-tives that will allow the people to respond with Christian values to the violence around them? I wonder if it would'be better not to be involved in a certain work and just live alongside the people? I wonder if our commit-ment to the people is valuable even if it brings death?" Many of our ques-tions must be left unanswered. But we recognize that simply by asking them we have allowed our lives to be changed. For many of us, before we could accept the change the situ-ation calls us to, we had to let go of the past. Harasiuk says that this was a common experience for the religious in Chimbote after the deaths. "Our grieving process was not just for persons, but for a whole way of life that is passing. This situation has taken away from us a freedo~n to move day and night without fear, to speak openly without worrying about what we say or to who~n we are talking." For Harasiuk this experience also helped her to evaluate her life and her activity and to decide what really matters. "So many of the things I had been involved in suddenly did not seem so important." Maheux, who has served as a pastoral worker for eight years in Chiclayo, had a similar experience. "The situation has enabled me to sift through what is of essence and what is truly insignifi-cant. Relationships have taken on profound meaning . . . to be nourished and cherished." The change in relationships extends for most of us also to I wonder if we are presenting relevant, peaceful alternatives that will allow the people to respond with Christian values to the violence around them ? j~t~-Aug'u~ 1992 501 Sanders ¯ Women Missioners amidst Violence our relation with God. Many have noted that prayer is more dif-ficult, little ecstasy is experienced, much more anger is expressed, fewer words are used, and often God becomes the scapegoat for all of Peru's problems. Christ, for many of us, reveals himself in new ways in Scripture. "I experience Christ more in his passion, where he ends up in the midst of violence, mistreatment, and ridicule but stands strong to his values and commitments," said Delsuc. Many seek a sense of consolation in their relation with God--an assurance that they are loved and that God is still in control. Many, feeling lost in the confusion of these times, turn to God as a source of wisdom. For Lia Finnerty, a Canadian Holy Cross sister working in Juli, prayer is now more integrally connected with what is hap-pening in the news and in her village. "My prayer is the time when I can try to integrate our reality with God's word and see how our community is touched by all that." That need to connect our prayer with the wider community and to pray with others is co,ninon among us. Many note that the desire for communal peti-tionary prayer is much stronger and that it is a helpful experi-ence to bring to God each day all that we see and experience each day. Ingett, who serves on a pastoral team in Sicuani, notes that her community's time of petitionary prayer is also a time for asking pardon for all that these women experience in their daily inter-action with the people. Living in the midst of so much violence and structural injustice has clearly revealed to many of us the anger and violence present within ourselves. "Sometimes it's so hard to hear that the police have attacked innocent victims or tortured young people," admitted Finnerty. "My first reaction is often a violent one, even though I want to be nonviolent." We all seem to struggle with the anger we feel and our desire to be compassionate, and we ask ourselves many questions about how we can be more nonviolent people. We are trying different approaches. Massachusetts native Carmen Foley, a Halifax Sister of Charity serving as a spiritual director in Lima, is looking at her interactions with others and her judgments and is trying to be more merciful in her attitudes. Avalos, a pastoral worker in a Lima barrio and formhr.vice-provincial of her congregation, is look-ing at violence in her speech and her reactions. Finnerty, a pastoral worker among the Aymara people, is returning to the Aymaran value of solidarity and community as a block to violence. Delsuc 502 Review for Religious is practicing communication techniques to become more skilled in conflict resolution. Probably most important for all of us, however, is an openness to learn from the Peruvian people, who seem to know better than any of us just what hope in the midst of crisis is all about. As Maheux concluded, "My greatest source of hope for the future is the women, men, and children with whom I live. Their faith-fulness to the daily struggle to just live--to being able to eat, to the one-day-at-a-time facing of tremendous obstacles--teaches me that justice, peace, and life will endure and win out." Coming Out one shall know as dawn disentangles morning from night if one's desert spell was purgation or vacation was awakening or escape when one emerges anointed in power or scorched and spent Andrea Wild OSF July-August 1992 503 ROY BOURGEOIS School of Terror write from the Federal prison in Tallahassee, Florida, where am serving a sixteen-month sentence for an act of civil dis-obedience to protest the training of Salvadoran soldiers on United States soil. As I look back, I feel my being here is no accident, but rather the result of God's grace at work in my life. Growing up in rural Louisiana, I was a Sunday Christian and gave little thought to issues of peace and justice. I studied geology in college with the hope of getting rich in the oil fields of South America. After college I became a naval officer and volunteered for duty in Vietnam, feeling it was. my patriotic duty to fight communism. There I met a missionary who, amid the war, gave me a vision of Jesus as a healer and peacemaker. I left Vietnam wanting to be a missionary and entered Maryknoll, whose work is in twenty-eight countries overseas and in the United States. I was ordained in 1972 and went to serve the poor of Bolivia. A slum on the outskirts of La Paz became my home for six years. In Bolivia, as in Vietnam, the poor became my teachers and challenged me to grow in my faith. I then returned to do educational work in the United States. My involvement with E1 Salvador began in 1980, after Archbishop Oscar Romero was gunned down at the altar and after four church women from the United States were raped and killed by Salvadoran soldiers. Two of the women, Maryknoll sisters Maura Clarke and Ita Ford, were friends of mine. Their death forced me to confront what was happening in this small Central American country. Roy Bourgeois MM writes that prison can be a good place to read Scripture, pray, and do ministry. His address is Register No. 01579-017; PMB 1000; Tallahassee, Florida 32301. 504 Review for Religious After several trips to E1 Salvador, it became clear that the problem was not "communism" or "subversion" but hunger. As is the case almost everywhere in Latin America, the wealth, power, and land of E1 Salvador are in the hands of an elite few. While these live in huge mansions where they are waited on by servants and enjoy frequent vacations and shopping sprees in the United States and Europe, most Salvadorans live in dehumanizing pover.ty and die before their time. The poor, once told that their suffering was the will of God, now know better as they gather in small groups to read and reflect on the word of God. They now real-ize that their poverty and suffering are the result of exploitation, greed, and irresponsible stew-ardship of God's creation. In May 1983, five hundred Salvadoran sol-diers arrived at Fort Benning, Georgia, to undergo U.S. Army training. At the time, I was speaking at churches and colleges in New Orleans about the injustice of U.S. military aid to E1 Salvador. I felt it was no time for business as usual, so I went to Columbus, Georgia, the home of Fort Benning, and began meeting with local residents. After two months of meet-ings, talks, and prayer vigils, three of us decided to enter Fort Benning at night, dressed as U.S. Army officers. Armed with a.high-powered cassette player, we climbed a tall pine tree near the barracks that housed the Salvadoran soldiers. At lights out, we tuned the cassette player to its highest volume and played Archbishop Romero's last homily, given in the cathedral the day before he was assassinated; in it he called on the military to stop the killing and lay down their arms. We were arrested, tried for criminal trespass ~and impersonating military officers, and sen-tenced to eighteen months' imprisonment. After serving my term I sought a few months of silence and solitude at. a Trappist monastery, then returned to the pulpit and classroom. On 16 November 1989 six Jesuit priests, their coworker, and her fifteen-year-old daughter were brutally murdered in E1 Salvador. According to a U.S. Congressional task force sent to El Salvador to investigate the massacre, five of the nine soldiers arrested for the slayings had been trained at Fort Benning. Today, hundreds of Salvadoran and other Latin American soldiers are being trained at Fort Benning's School of the Americas. The The problem was not "communism" or "subversion" bu t hunger. .y~dy-August 1992 505 Bourgeois ¯ Scbool of Terror School of the Americas (SOA) was located in Panama before mov-ing to Benning in 1984. Since 1946 this training ground for Latin American soldiers has quietly readied some 45,000 officers and enlisted men for right-wing Latin American governments. Manuel Noriega is a distinguished alumnus, as is General Hugo Banzer of Bolivia. In 1984, when the SOA was forced out of Panama, then Panamanian president Jorge Illueja described the school as "the biggest base of destabilization in Latin America." The foundation of the course work at the School of the Americas is low-intensity conflict (LIC), which, by military ana-lyst Michael Klare's definition, is "that amount of murder, muti-lation, torture, rape, and savagery that is sustainable without triggering widespread public disapproval at home." Students of LIC learn that the enemy is not just an opposing armed force; rather, the enemy can include anyone, armed or unarmed, who threatens the stability of the existing order. Hence, priests, teach-ers, health-care workers, union leaders, cooperative members, and human-rights advocates are among the victims of the School of the Americas. On 3 September 1990, ten of us--Vietnam veterans, Salva-dorans, a teacher, and members of the clergy--began a water-only fast at the entrance of Fort Benning to protest the training of' Salvadoran soldiers. When our fast ended after thirty-five days, our bodies were weak but our spirits remained strong. Miguel Cruz, a Salvadoran in our group who had been forced to leave his country because of a death threat, said, "We have the option to end our fast. However, the poor in my country do not. For them hunger is an everyday occurrence." On November 16, when we had recovered from the fast, three of us--Charles Liteky, a former army chaplain who had received the Medal of Honor for heroism in Vietnam; his brother Patrick, who had trained at Fort Benning's Infantry School, and I-- returned to Fort Benning to observe the first anniversary of the killing of the six Jesuits and the two women. After a prayer service, we entered the post, placed a white cross with photos of the eight martyrs at the entrance to the School of the Americas, and poured blood in one of the school's main halls. We wanted to impress on our country that we cannot wash our hands of the blood of inno-cent people killed in E1 Salvador by soldiers trained in the United States. We were arrested and tried. A jury found us guilty of dam- '506 Review for Religious aging government property. The Liteky brothers received six-month sentences, and I received sixteen months because of my previous conviction at Fort Benning in 1983. "Was it worth it?" I am often asked by friends and critics alike. Prison is hard and very lonely at times, even with the support of family and friends, who also suffer. My dad cried when I called home to tell him of my sentenc-ing. Yet I feel I did what my faith and the poor called me to do in the face of such violence, death, and suffering. As a Christian I feel I must try to relieve the suffering of the poor and integrate my faith in a loving God with action. It is indeed tragic what our silence did to the people of E1 Salvador over the past twelve years as our po!iticians fun-neled billions of dollars (hard-earned tax money) to a military regime that killed thousands of innocent people. ~ The recent peace accords in E1 Salvador now bring new hope, and it is a time for rebuilding after all the death and destruction. It is also a time for the hundreds of Salvadoran soldiers who continue their training at Fort Benning to go home--along with the troops from Guatemala, Honduras, Venezuela, Peru, Chile, Colombia, Bolivia, and other Latin American countries. I am convinced that we can relieve some of the suffering of the poor in Latin America by closing down the School of the Americas. It is a school of terror and should be shut down. While I am in prison, friends in Georgi~ are carrying on the peace-and-justice work. To learn more about our efforts, write to School of the Americas Watch; P.O. Box 3330; Columbus, Georgia 31903. Archbishop Romero said, "We who have a voice must speak for the voiceless." I pray and hope that we will speak clearly and boldly. As a Christian I feel I must try to relieve the suffering of the poor and integrate my faith in a loving God with action. j~dy-August 1992 507 M. GERARD NWAGWU Women Religious and the African Synod inculturating Following the initial enthusiasm with which our people welcomed Pope John Paul II's announcement of a special assembly for Africa of the Synod of Bishops,l an accom-modating attitude of tolerance for whatever might result from the event seems to have settled in. In such a frame of mind, any document coming from the synod will proba-bly be treated like any other Vatican document---it will be gratefully accepted and respectfully mentioned, but lit-tle else will follow. If, however, the document were to grow out of our experiences and be developed from our contributions, then its contents would have a better chance of being well received and more fully observed. The introductory chapter to the Lineamenta2 speaks of the period of preparation and celebration of the synod as the "tempus acceptabile," the favorable hour, the hour of Africa. This is the hour we have all waited for. It offers us a unique opportunity to bring about some of the changes and modifications religious life in Africa needs. It is a time for religious women in Africa to state our vision of commitment and involvement. This favorable hour con-tinues until the synod is actually celebrated and concluded, As part of this process it is important for us to raise issues and speak out about the problems that women religious encounter as they try to contribute to the work of evan-gelization in Africa. Indeed, for Africans this synod truly M. Gerard Nwagwu does much of her teaching at the Catholic Institute of West Africa; P.O. Box 499; Port Harcourt, Nigeria. 508 Review for Religious promises to be a "third Vatican Council" in what it could accom-plish for us. Consequently the initial period of intense preparation needs to be followed by a continued interest in the synod that fosters a receptive disposition of willingness to adopt its directives. The next generation of religious is likely to question how we made use of this opportunity, criticizing chances wasted and applauding those utilized. The older generation in their turn will be less critical insofar as they have never experienced such an event during their active days and therefore cannot be blamed for not effecting changes. Our contemporaries themselves could point accusing fingers at us if, for all our ideals and foresight, we achie~ced nothing when the circumstances were most opportune. Accepting facts as they are can be a mark of virtue on occa-sion. However, if we were to do that in the present situation, it would indicate complacency and inertia exactly when the action of working toward objectives that will benefit our people is demanded of us. Accepting the status quo just when the church calls us to make a move could indicate a cowardice and portray a fear of "launching out into the deep waters and laying out the nets for a catch," as Christ challenged the Apostles to do at a point when all hope seemed lost.3 We need an openness among ourselves to help us discover our weaknesses, our duties, and our obligations of evangelization--duties that the Code of Canon Law itself demands of religious in canons 211 and 758. Aware of these challenges, we can begin searching for an effective strategy. The Lineamenta presents a good number and variety of themes for our consideration. In any of these themes, the African reli-gious woman-has a role to play, not simply because she is an African or works in Africa, but because her religious life is directly intertwined with the life of the church. Vatican II witnessed to the fact that at no time in history has the church lacked some form of religious life.4 Religious life, in other words, is a con-stant and inseparable feature of the church. This universally his-toric fact is no different on African soil. However, it would take us too far afield to dwell on all of'the proposed themes as they relate to women religious in general. Rather let us consider those that focus strictly on the life of women religious in Africa, their apostolates, and their relationship with the world around them. Presently, most of the countries in Africa have celebrated the centenary of the arrival of the early Catholic missionaries. The few July-August 1992 509 Nwag-wu ¯ Women Religious and the African Synod who have not will do so in the near future. Mmost everywhere the native indigenous clergy have assumed the direction of the particular churches, on both the diocesan and parish levels. Unfortunately the same cannot be said for all congregations of religious women in Africa.5 These factors and others highlight the growth of the church in Africa. Specifically, religious institutes are not left behind in the development. The momentous rise in the number of vocations to the religious life, especially in women's congregations, attests to this growth. Indeed the problem for many religious commu-nities is not so much trying to attract candidates but finding ways of adequately training and forming them in the spiritual and apos-tolic life. It is no wonder that foreign religious institutes endeavor to recruit girls from Africa to fill up their depleted ranks. Such recruiting, however, has been limited and conditioned by the authorities since it has often left a trail of disillusioned women who believed they were sent abroad for further studies, only to find that they were meant to supply domestic services. Though the road remains open for taking candidates abroad, yet some condi-tions must be fulfilled.6 The obvious growth of the church in Africa is one of the "signs of the times" that determine the form evangelization should assume in our midst. The evangelization that starts first with inte-rior conversion of hearts, matures to a personal witness of life, and finally develops into external commitments and service is the type that best suits the vocation of religious women. Before evan-gelizing others we must evangelize ourselves, for only after we have been converted can we support those around us.7 We shall be witnesses, yes, but only after an interior transformation of heart. Through such an authentic witness of the life of the evan-gelical counsels, we can make our own contribution to the new stage of evangelization required in Africa. With regard to reli-gious life, this first stage of evangelization involVes modeling to our people the values of total dedication and consecration to God with a hope of evoking a corresponding response from young women and men to embrace religious life. The second stage of renewed evangelization which suits our time is that of deepen-ing the faith of those who already believe and are baptized, We are already experiencing an influx of vocations, but how deep is their faith, how reliable is their commitment? Religious women, particularly, must ask probing questions, 510 Review for Religious admit the facts, and make worthwhile proposals. The point at issue is whether we realize that the effective contribution of women religious in the evangelization of Africa depends first on the genuine and generous commitments of our communities and second on the spiritual and apostolic formation we give our younger members. The vitality of religious life in Africa depends on these elements and on its being a true witness of the presence and love of God among our people. Such an objective compels us to examine some of the negative currents that undermine our abil-ity to evangelize our people in the manner referred to above. Primary among the negative currents is the wind of secularism that has blown through the world from the 1980s to the present day and has begun to register its presence in Africa. Some see it as materialism, others as atheistic humanism. Secularism, as Pope Paul VI has pointed out, views the world as entirely self-explanatory without any reference to God, who thus becomes unnecessary and is, as it were, an embarrassment. Secularism of this kind seeks to assert the power of humankind and leads to a situation in which God is ignored and denied.8 An allied expression is secularization. Where secularism is a theory and an ideology leading to denial of God, secularization is, instead, the fact and reality of experiencing life with a secular-ized mentality and attitude--that is, evaluating life from a worldly point of view. This, then, is the new form of atheism by which God is perceived to be less present, less necessary, less capable of providing a valid explanation of personal or social life experi-ences. In its undiluted form, secularization should not find a stronghold in Africa, given the characteristic spiritual vision of life within an African society wherein the divine permeates all aspects of life. However, what has invaded this sense of the sacred is the aftermath of secularization, revealed in such characteristics as superficiality, the desire for power and domination over others, autonomy and individualism, and a pleasure-loving orientation. Within our religious circles, when we lack an original experience of God and consequently fail to lead others to a similar experience, the evangelical counsels are confused or glossed over in various attempts to describe, them. We shall be witnesses only after an interior transformation of heart. j-~uly-August 1992 511 Nwag~u ¯ Women Religious and the African Synod Poverty is explained away in the tendency to acquire and accu-mulate in the name of the congregation; chastity in the necessity of having the comfort, convenience, and satisfaction of personal fulfillment; obedience in the assertion of autonomy and individ-uality as marks of our uniqueness and originality. In the maze of such ambiguity, the question for religious women to answer is whether at the present stage of their religious experience they can lay claim to preserving in full the religious sense and charac-ter of their consecration. Where secularization has made its mark, it is difficult to be a witness of the Gospel message. Secularism holds out to us the values of the world and urges us to conform; the Gospel offers us the mind and values of Christ. If we examine our situation and find out that our choices are secular in character, it is important for us to admit it, and so be able to discover what strategy to adopt con-cerning it. The type of choices we make and the attitudes we have clearly show whether we are evangelized at heart or not. On a secondary level the way we treat each other and the interpersonal regard we nurture in our communities would truly show if the Gospel values were operating among us. For when we continue to make discriminatory preferences between persons or congregations, then our witnessing cannot be anything but counterproductive to the task of evangelization. When we are carrying out a common objective, what should matter is the appre-ciation of a sister as a religious and the virtues she possesses for her to be entrusted with an undertaking which she will accomplish in the name of all, not whether she is a member of one congre-gation rather than another, or whether she has occupied a position of importance in her institute, or whether she has important con-nections, and so forth. Evangelizing witness on the community level is likely to be rendered nugatory as ~vell if, instead of the communion and unity which religious life signifies, we have the division and disunity of uncoordinated activity. The difficulties occasioned by lack of cooperation and coordination are most often seen between dif-ferent congregations rather than between members of the same institute. How often have we witnessed the complaints and dis-enchantment of institutes whose services are unceremoniously terminated in a place in favor of another institute--especially when the institute that takes up the apostolate in question may be completely ignorant of how the first institute left the scene! Such 512 Review for Religious a practice is exploitive and appears to be based on the availability of women religious. Apart from the circumstance related above in which two con-gregations of religious women are made to be victims at the same time, division of opinion among institutes is certainly a question that needs to be considered if the challenges of our times are to be adequately addressed. The church regards women religious as experts in communion both because of the communitarian quality of our consecration and because of our natural tendency to bond ourselves closely to oth-ers. Our best field of operation, therefore, is to work for unity and communion within our African church in all its various components. Women have a great capacity for personal adaptation in the face of the varied and often unexpected needs of the real life of societies and churches. We are thus often in a better position to ensure not merely the survival but even the development of evangelization.9 A determination to form deeper and stronger bonds of solidarity and sharing between our various institutes is the best way to confront the changing political, economic, and social conditions of our times. Such operative and meaningful solidarity will happen if various congregations are able to evolve while each institute retains its unique identity and character. As Pope Paul VI told us,'° we are missionaries to ourselves at this stage of the evangelization of Africa. We Africans are cat-echizing and witnessing t6 our own people in our home missions. We are also undertaking the evangelization of other African coun-tries outside our homeland--not overlooking, of course, the invaluable assistance offered by our foreign missionaries. Taking into account the greater number of women .religious, these foreign missions are mostly operated by religious sisters. We must ask ourselves, therefore, whether there exists a corresponding mis-sionary cooperation between the various religious congregations whose members labor on these foreign missions, or whether mis-sionaries carry along with them to the missions the lack of coop-eration and perhaps rivalry which possibly exists at home. We need to remember the call of John Paul II as he spoke about the problems facing evangelization in Africa: secularization has made its mark, it is difficult to be a witness of the Gospel message. July-August 1992 513 Nwagcvu ¯ Women Religious and the African Synod Let all form one unity. Let everything be done to smooth and multiply the ways of mutual esteem, of fraternity, of collaboration. May anything that might be the cause of suf-ferings or casting aside, for one group or another, be ban-ished! May all be penetrated with sentiments of humility and of mutual service! For Christ! For the witness of the church! For the progress of evangelization!'~ With a unified front, we religious could more easily discover new approaches to problems that arise in the apostolate. These problems include the challenge of Islam and the determination of Muslims to spread the Koran from coast to coast by whatever means available. Carrying arms and matching violence with vio-lence is definitely not what the church expects religious women to accomplish in this regard. Neither is it possible to close our eyes and imagine that the friction and conflict with Muslims will even-tually ease off while we do nothing. We must, however, evaluate our strength and discover unobtrusive ways to reduce the threat of Islam for our people. In the face of such an offensive, the church has in the past usually adopted the practice of intensified prayer and a rigorous asceticism lived with generous hearts. Some apostolic religious institutes were founded to labor in countries of Islamic faith. But there are relatively few, if any, contemplative orders founded exclusively for the propagation of faith among Muslims. Such contemplative orders, which by their i~rayers, works of penance, and sacrifices labor to effect the conversion of souls, are crucial for the growth of Christian faith amidst the increased onslaught of Islamic hostility. It would be a welcome endeavor if the tendency our religious folk have to found new religious institutes is allowed to mature into communities that will pitch their tents among the Muslims of our country despite foreseeable opposition and even death. If such an inspiration of the Spirit were to happen, it would cer-tainly respond to the needs of the times. The challenge of Islam requires a radical religious decision. It calls for active institutes to reawaken their consciousness of the value and practice of the con-templative dimension of religious life. The Sacred Congregation for Religious and Secular Institutes exhorts: The contemplative dimension is the real secret of renewal for every religious life. Being a reality of grace, it preserves in the religious the commitment to bear witness before the world to the primacy of a personal relationship with God. They can thus avoid the constant danger for apostolic work- 514 Review for Religious ers who often become so much involved in their work for the Lord as to forget the Lord ofalI work,~z Another area of concern is the proliferation of sects and evan-gelical movements. The increase in their adherents means that some other churches--the traditional Christian churches includ-ing the Catholic Church--are losing members. The sects usually direct their proselytizing toward those who are already Christians and offer them what they apparently cannot get from their mother churches. Again Paul VI sounded the alarm when he noted: It is well known that in some places the church in Africa runs the risk of the fidelity of its sons and daughters being subjected to dangers and struggles, and to being tempted by false teaching. Indeed, Christian faith must become some-thing interior like a personal possession of each individ-ual.' 3 In the face of such phenomena, congregations of women reli-gious can be of immense help to the church if they include this ground among their fields of apostolate for the second stage of evangelizing Africa. By identifying the reasons Christians are attracted to these sects and the group of Catholics that are easily influenced by them, they can develop a strategy for deepening the faith of those most affected. Often a shallow faith, which offers no reply to the vital questions of suffering and pain, poverty and misery, doubts and fears, insecurity and emptiness, sickness and death and so forth, is quickly abandoned for what seems a better way out of problems. Such defections occur where people seek a church that'proffers some human warmth and mutual con-cern, an experience the larger churches cannot easily provide.'4 Even if religious themselves do not minister directly to the sects and their adherents, they can train the Christian laity to assume their role of searching out and reevangelizing their brethren. Similarly, it is important to examine the variety of means of social communications available in order to determine the ones best suited for evangelization in Africa today. Every institute is able to evaluate the effect of each of the means on individual members and on the community. For while it is necessary to know what the world around us is saying through the media, we must not allow it to monopolize our attention and dictate our conver-sational exchanges. Growth in religious commitment does not follow from an indiscriminate and sometimes imprudent use of the mass media, or with the exaggerated and extroverted activism the 3~uly-August 1992 515 Nwag-wu ¯ Women Religious and the African Synod media can generate, or with an atmosphere of dissipation which contradicts the deepest expectations of religious life. The search for intimacy with God needs silence, never involving noise and confusion.~s Presently, however, our discussion on the media is not how much we adopt them in our communities, but how well we use them for evangelization. Since the various means are each an effi-cacious tool for communication, the message of faith can be divulged to millions of our people at the same time with their aid. What prevents us, for example, from publishing a magazine that focuses on African religious life? Other Christian groups take the lead in the use of media while Catholics lag behind. Sacred songs and music on the thousands of audiocassettes that flood the market are ahnost always produced by Protestant evangelical groups. In the past there used to be a festival of the arts for Catholic schools. Now the competitions organized for parish choirs do not seem to generate the same interest. When an institute chooses to engage some of its members in apostolates using more contemporary methodologies, the initial difficulty will be lack of trained personnel. Requisite educational competence is important; however, some religious superiors are reluctant to send sisters for further studies that take time to com-plete and cause financial constraint, especially in the face of past disappointments. All the same, such reservation should give way before the conditions of our times and the needs of the church, which demand specialized training in some fields of study. No field of study can be superfluous if it furthers the mission of the institute. And since evangelization is a common mission for all, then adequate preparation is necessary for its realization. We cannot meet our contemporaries handicapped. For priests and religious to grow in requisite skills and maturity, it is essen-tial for them to receive the type of formation usually done in cen-ters of study at the university level or in institutes of higher studies. Specialized studies undertaken by religious should be prompted not by a misdirected desire for self-fulfillment with a view to achieving personal ends, but with the sole intention of meeting the apostolic commitments of the religious family itself in the context of the needs of the church.16 In view of the renewed call to evangelize, some significant changes may have to be made in the initial stages of formation. This sensitive area touches the autonomy and identity of insti- 516 Review for Religious tutes. Nevertheless, some general criteria may be adopted on the intercongregational level while the exact details can be left to the creativity of each institute. A rereading of the conciliar guide-lines for renewal shows that there is no question of simple adap-tations of certain external forms such as the habit. There is question, rather, of a deep edu-cation in attitude and in lifestyle that makes it possible to remain true to oneself even in the new forms of being present--a presence as con-secrated persons who seek the full conversion of people and of society to the ways of the Gospel through personal witness and service.~7 The challenges presented to religious women by the forthcoming synod will demand prayer, discipline, and sacrifice. It will not be easy to effect changes because part of the pattern of life and action we have grown used to will have to be renounced. Though renun-ciation may be spiritually rewarding, it is never gratifying to the ego. All the same, the changes need be made. The "signs of the times" are ripe and they offer us incentives to renew and revise our pattern of life and to give a preferential treatment to the duty of evangelization. The traditional ministries carried out in hospi-tals, schools, and social centers remain important, but their rel-evance in meeting the people of our times and engaging them in faith encounters has diminished. Women religious who are solidly founded in faith and suffi-ciently prepared and who can use their feminine qualities of devo-tion, refinement, faithfulness, and patience and their great capacity to adapt to the unexpected demands of real life can transform sit-uations which would intimidate others who lacked the weapons of faith and culture. In conclusion, let us remember the call of John Paul II and our obligation to respond to his invitation: We cannot meet our contemporaries handicapped. You have lived a first great stage, an irreversible stage. A new stage is open to you. It is no less an exalted one, even if it necessarily involves new trials, and perhaps the temp-tation of discouragement. It is the stage of perseverance, in which it is necessary to pursue the strengthening of the faith, the conversion in depth of souls and ways of life, so that they will correspond better and better to your sublime Christian vocation.18 July-August 1992 517 Nwag-wu ¯ Women Religious and the African Synod Notes i The exact date for the synod has not been set, but observers do not expect it to take place before 1994 or 1993 at the earliest. ~" Lineamenta, General Secretariat of the Synod of Bishops, Vatican City, 1990. 3 Luke 5:4. 4 Lumen Gentium §44. s Some congregations of women religious still have nonindigenous administrative personnel. 6 This includes the establishment of a local community in the area, which in turn requires.that a diocesan bishop invite the institute in ques-tion to his diocese. 7 Luke 22:32. 8 Paul VI, Evangelii Nuntiandi, §55. 9 Sacred Congregation for the Evangelization of Peoples, Dans le Cadre, The Role of Women in Evangelization, in Vatican Council H Postconciliar Documents, vol. 2, p. 322. l0 Paul VI, Inaugural Session of SECAM, Kampala, 1969. llJohn Paul II, Address to Zairean Bishops 3 May 1980, in Origins 10, no. 1, p. 6. 12 SCRIS, La Plenaria, The Contemplative Dimension of Religious Life, January 1980, §§ 2, 4, and 30. 13 Paul VI, Address at the 4th Plenary Assembly of SECAM, September 1975. 14 Paul V-I, Evangelii Nuntiandi, §58. is SCRIS, La Plenaria, §14. 16 SCRIS, Mutuae Relationes, §31 and §26. ~7 SCRIS, La Scelte Evangeliche, On Religious and Human Development, January 1981, §32. is John Paul II, Address to Priests and Religious, Zaire, 1980. 518 Review for Religious JENNIFER MARY ALT Rerooting Religi ous Life in South Africa the dialogue has been to develop a religious-life spirituality that would be less foreign and more of a special flowering and inter-pretation of African human and spiritual values. These values encompass all of human life. The spiritual is never seen as apart from the material, and people are seen as depending on other people, and therefore on the Divine, for life and meaning. Outside of their social relationships, individuals are less than nothing. If religious life became better integrated with native African spiri-tual values, it would witness more clearly and bring greater hope to South Africa's strife-torn people. Religious life is not foreign to Africa. In fact, its cradle is to be found in North Africa in the early centuries of Christianity. Organized religious life took its conception from the life and work of the Desert Fathers and was rooted in the form of Christianity found among the rural tribal people of North Africa. This rural tribal Christian expression was eventually declared heretical and has since been known as the Donatist heresy.- St. Augustine, the well-known urban African, a man cut off from his Jennifer Mary Alt OP, a member of the Cabra Dominican Sisters, is director of the Catholic Centre for Spiritual Growth sponsored by the Southern African Catholic Bishops Conference. With her doctoral research in cross-cultural personality studies, she has worked with religious in developing an African religious spirituality. She may be addressed at the Catholic Centre for Human and Spiritual Growth; P.O. Box 53 505; Troyeville (JHB); 2139 South Africa. ~uly-August 1992 519 Alt . .Re~roo~ng Religious Life cultural roots, was chiefly responsible for the suppression of the Donatists. Early North African Christianity was predominantly rural. These rural Christians had been formed by their own primal reli-gion. This religion revolved around being in harmony with the spiritual in life. The Ancestors--important good people who had died and who then lived on in spirit in the living--were seen as important mediators of the spiritual. Life among humans was seen as essentially social, and people got their meaning and pur-pose from living and working in harmony with other people. To be in a group was part of life. Over fifteen hundred years separate us from these earlier times, and Africa south of the Sahara is in a different position today. Yet it too moves from a very strong primal religious back-ground. In parts of Africa, for instance South Africa, much of the primal past has disappeared, but the beauty of its spirit remains. Unless one pays attention to it, one will find it difficult to under-stand the modern movements in religious life in Africa. A primal outlook on life in terms of human values is'a profound way of looking at it. The work of the Divine is easily seen in it. The connectedness between this outlook and the teachings of Jesus is easy to recognize. Unfortunately, modern religious life has been presented in Africa south of the Sahara as something foreign and Western, as something that has nothing to do with African values. In fact, African values had to be somehow discarded as one entered a reli-gious order. Westerners find the intricacies of life in Africa very difficult to understand and, without ill will, have misjudged much of what they saw, dismissing it as primitive and pagan. It is exceedingly important for people entering religious life to realize the continuity between the values they were given in their families and the values outlined in their religious rule. African religious largely see religious life as divorced from their past, as something quite other. They see the rules and regula-tions of religious living as something totally new which has to be learned. Because of this the rules of religious life remain largely outside of them. The rules have little effect on their feelings and attitudes. The result is that religious life tends to lose its mean-ing and become more a drudgery than a life-giving program. There is a saying which is practically ubiquitous in Africa. It runs in South Africa: "People are made people through other 520 Review for Religious people." In Swahili a similar saying is: "I am, you are, and because you are, I am." This circular statement sums up the insight which Africans have about people depending on one another and the insight that without people the individual is nothing. This aware-ness of dependence and interdependence is a far cry from the individualism of the modern. Western outlook. Dependence on God is the source of all spir-ituality and is clearly discernible in the African outlook. Africa has a strong belief in the spiri-tual life. Death is seen not so much as an ending, but as a passing into a spiritual way of being. In Africa everything material has its spiritual equiv-alent. In fact, nothing exists without its spirit. It follows that religious life is seen as essentially for the purpose of bringing people into contact with the Divine in a special way. If this does not happen, then religious life for the individual tends to remain on a material and self-centered level. The religious vocation is a call to a special relationship with the spiritual realm. Religious with their vows of chastity, poverty, and obedience are marked as essentially different from others, for they are in a sense outside the primal group of family, clan, and nation. They live in an area of liminality in life and in this area make contact with the Divine. Everywhere in Africa the call to the spiritual is treated with great respect and reverence. The call is seen as mysterious and very important. It is not questioned. Take, for example, persons who discern that they are called to be a sangorna, to be one who understands the relationship between the material and the Divine and who is specially equipped to interpret rifts that occur between the human and the Divine, rifts that are seen as the cause of all mental and physical illness. Such calls will not be dismissed lightly, and people will undergo rigorous training to equip themselves for their special task as a sangoma. The religious call is seen in this context. It also comes from the Ancestors of the family, and therefore no one should interfere with it. The Ancestors will protect the person so called. Africans believe that when outstanding members of the family or the nation die, they join the living dead. They live on in spirit in another member of the family. As a human being casts a shadow, so each human in the flesh represents the spirit of an Ancestor. A parent 'People are made people through other people.' 3n-uly-Augus~ 1992 521 who first refused to allow a daughter to enter a convent remarked on her behavior: "I was fighting with the Ancestors." In Africa the spiritual revolves around the Ancestors, who mediate the Divine in life. The blessing of the Ancestors needs to be invoked in all circumstances. This ancient method of prayer might seem fundamentalist to a Western person, but it suits many people in the indigenous churches. They invoke God in all cir-cumstances: when getting up in the morning, at the beginning of all jobs--nothing, in fact, is done without prayer to the Ancestors. MI church services center on asking the Ancestors for blessing and healing of any rifts between the living dead and the humans in the flesh. Prayer then centers on the spirit of reverence and respect: through prayer, healing and forgiveness are brought to ordinary human relationships, and rifts with the Ancestors are healed. In this way the negative effects in our lives are resolved, and we become healthy again. Religious in this context are people who are especially moved by the spirit, in a charismatic sense. Prayer then is warm, spon-taneous, and real. But if religious life is seen by Africans as a bureaucratic organization in which material advantages follow the keeping of the rules, even though many of the rules may cen-ter on saying prayers; then it remains outside the person and will not lead to a true conversion of heart. Young people who enter often see a religious house as a house protected by God. They see religious as being protected by God, and the convent as a place of shelter from the storms of life; God will protect the people whom he has called. Many young people enter to be protected from the violence in the streets. Young girls come to escape being raped. Parents send children to convents in order to prevent .them from joining gangs. As people turn to sangomas (the spiritual healers) to protect themselves from the chaos around them, so they send their young girls to convents for the same protection. They feel that no evil can enter a reli-gious house. They also feel that God protects his religious from economic disaster. Young people and their parents see religious houses as places where people will be educated, fed, and housed; as places where the chaos of grinding poverty and ignorance will be kept at bay. Religious will be protected from thes~ material disasters. It is essential in these circumstances to help young people, through self-reflection, to an acceptance of their African values in 522 Review for Religious the light of the Gospel values. This helps to bring about a con-version of heart in which the person is moved to choose Jesus and break out into the wider world of other people and their needs. Young persons, in answering their call, answer it on behalf of their entire family and the Ancestors whom they embody in their life. Therefore, when young people join a religious order, they do not come as mere individuals with little significance. They come as deserving of great respect. They are not alienated people of no back-ground. They are not nobodies. God calls people through an entire network of relationships. Young religious who respond are responsible, therefore, for answering the call of the entire network. This gives the religious a great sense of sup-port and responsibility. To know that one bears the spirit of a beloved grandmother or grandfa-ther in one's life makes the path less precarious, less lonely, and more meaningful. Second, it gives the religious a great sense of dignity and worth. Religious need to respect their own call, and others must respect it too. Without this sense of reverence and respect, the young reli-gious fails to have any sense of liminality. Religious life then becomes more a question of obeying external laws which do not touch the heart and of obtaining an education. Instead of reli-gious life being a development or an exploration of the spiritual, it can become monotonous and meaningless. When the crises come, as come they must, the religious will not choose Jesus, but will make an easier, more selfish choice. A common saying in Africa expresses this lack of conviction and choice: "That person is a Christian by day and an African by night!" A difficulty inherent in the above outlook arises when a reli-gious wishes to leave the convent. Leaving is looked upon as a disaster: the religious loses her ties with God. Her relationship with him is broken. It is in the light of this broken relationship that all future troubles will be judged. The following example is typical: A young'sister left a religious congregation and then failed to pass her nursing examination. She moved to teaching and was equally unsuccessful. This was seen to be the result of leaving the convent, not the result of lack of sufficient talent. It is important to stress, therefore, that the divine call arises out of our baptismal God calls people through an entire network of relationships. j~ly-August 1992 523 Alt . Rerootin Reli "ous Life call. It is this call that must be answered, whether it is lived out in the context of religious life or not. In Africa, to be in a group is part of life. The richness of the human exchange in a community enriches the individual. The individual who is not included in this exchange is drained of life, so to speak. Group living is full of all that is human. Contentment, excitement, joy, happiness, and security are part of that living as are tensions, fears, suspicions, and disharmony. But the underly-ing attitudes of loyalty and respect can keep a group together through major emotional upheavals. In Africa, people truly live community. In the West, people tend to theorize and talk about community, but find it difficult to live it. Both lifestyles have their problems. In Africa, people are meant to live in harmony with one another and with the Ancestors. The individual is meant to enrich the lives of others and to be enriched in return. A religious group thatis not living a life filled With the Spirit will tend to exhibit the spirits of discord and chaos. In such close-knit and complex living together, the individual can feel very vul-nerable. Fear of one another, fear of authority figures, is a natural component of such living. Unless the group is living in the Spirit, fear instead of acceptance and warmth can dominate the group. Community life is held back by fear. Individuals will keep quiet at community meetings, for example. Many opinions which could build up a community are not stated. This can lead to seri-ous mistakes being made. Superiors can go unchallenged and do irresponsible things. Individuals who choose to live a life which is not in accordance with their vows are also left unchallenged because others are afraid to say anything. Those who have this fear feel humiliated and inferior; they grow depressed; in the end, tension shows itself as an illness. Such fear of disharmony, of expressing conflicting opinions, can cause great problems to social and group life in Africa. If disharmony and conflicts arise, the group tends to split and quickly polarize. This process is very evident in the histories of many of the African Independent Churches. African political leaders have generally chosen a one-party style of government in order to avoid disharmony. In so doing they have introduced a totalitarian system which in practice is marked by tribalism and greed. Modern urban societies demand that we learn to live with some disharmony and difference of opinion. In fact, differences of opin- 524 Review.for Religious ion can lead to positive growth, for without differences adaptation to changing times and circumstances cannot take place. In Africa the method of handling differences is for the entire group to°come together and to discuss fully the pros and cons of the different opinions. In these long conversations each person is listened to, and the conversation does not end until consensus is reached. This is like methods of conflict management in the West. The Gospel message of Jesus enhances and brings to fruition the message which Africa can give our world in terms of the interdependence of humans and their dependence on the Divine. The message of Jesus is close to the heart of the African experience of human living together. The message of the great religious founders like St. Benedict finds spontaneous resonance in Africa. The message of religious life, which strives to express the values of the Gospel of Jesus, is not much different from African value systems. The message of Jesus helps people choose less selfish values. In Africa, choices are made according to how a person feels. They tend to be made in terms of present time. A person might, there-fore, at one time choose some abstract Christian value and at another time choose against the same value. But people who are moved by the Spirit choose more responsibly. For instance, peo-ple might not feel like helping when help is needed, but if they are filled with the Spirit, they will go against that feeling and help nevertheless. Or, again, people may feel like getting revenge by not sharing, but if they are filled with the Spirit, they will share. The transcendent message of Jesus helps people to consider beyond this present moment. Christians need to think about the consequences of present actions: Would the future be better, more Christian, as a result of choices we might make now? Often enough, thoughtless pragmatic choices can bring immediate sat-isfaction in terms of money, goods, or pleasant feelings, but the long-term effects of these choices can be extremly destructive. Africa is full of examples of people who pragmatically and selfishly participated in their own destruction. Africans took part in the slave trade. African leaders have greedily plotted the economic ruin of the countries they govern. Tribal rural people have taken The message of Jesus is close to the heart of the African experience of human living together. AI~ o R~'ng Reli ~ou~ monetary handouts from the West, which have led to the destruc-tion of their way of life and to a dependency on further hand-outs. Other cultures can be less utilitarian and selfish by taking their heritage very seriously and protecting it. The Chinese, .Japanese, and Indians have not allowed Western materialism and individualism free access into their cultures, and they have been less enthusiastic in terms of cooperating with the West. Africa can be rather like Esau, who sold his birthright for a mess of pot-tage, because Africa does not appreciate the richness of its social and spiritual heritage for itself and for the world. The message of.jesus builds deeper trust. Christ has through his death and resurrection conquered death and despair. He is above all spirits. He is above all ancestors. There is no need for Christians to fear curses or sangomas or their neighbor. Life for Christians is secure because .jesus has already overcome the spirit of death and chaos. .Jesus speaks a message of love of one's neighbor and of one's enemy. Christians have to consider people who do not belong to their group or clan as nevertheless belonging to the family of .Jesus. Such "outsiders" are not objects, and they must be treated with love and respect. In this way the Christian message brings peace to the troubled area of ethnic and tribal violence--some-thing which has brought misery and death to many millions in Africa and has impoverished whole nations of people. If Christ's message is allowed to bring to fruition the values which the African people received from-God through the Ancestors, much that is unauthentic can be removed from African life even as its contact with the West increases. 526 Review for Religious ALBERT DI IANNI Religious Life and Religion Some recent discussions on "refounding" religious life in which I participated were passionate and at times ended in discord. Admittedly the groups involved were tired and overworked, but this was not the whole explanation. The heat manifested in exchanges about potential cures for the ills of contemporary religious life springs from a deeper source, from a basic disagreement about the nature of Christianity and of religion. When I first encountered the notion of"refounding" currently in vogue, I welcomed it as an improvement over "renewal" because it seemed to demand a deeper conver-sion and a more radical rebuilding. It brought to mind the Carmelite reform at the hands of Teresa of Avila and John of the Cross through an inventive retrieval of the spirit and discipline of the founders. Refounding seemed to invite us to set out once again upon a religious adven-ture demanding both great sacrifice and an engagement with the world that remained in some way separate from the world. Resistance to the notion mounted, however, with the repeated calls to identify "change agents" in the group who might encourage creativity in ministry and develop alternative community lifestyles. The more speakers lim-ited their discussions to talk about "delivery systems" for Albert DiIanni SM serves as vicar general of the Society of Mary (Marist). His address is Via Messandro Poerio 63; 00152 Rome; Italy. living religiously ~-uly-dug~_st 1992 527 Dilanni ¯ Religious Life and Religion change, namely, leadership models derived from anthropology and from corporate-reflection techniques borrowed from busi-ness psychology--the more they discussed only means--the more I felt I was being bundled down some primrose path. Before I discuss means, I want to discuss goals; before I accept help to move forward, I want to determine where I, where we, should want to go. This is possibly because I suspect that I do not want to go where some speakers want to lead me or that their advice about means carries some hidden freight about goals with which I do not concur. In a recent conversation about refounding, I found myself suddenly compelled to ask some strange, basic questions, not about religious life but about religion: What, for you, constitutes the heart of the Christian religion? What is its basic meaning or purpose? What engenders religion in the first place? Such ques-tions came to mind because I suddenly realized that our dis-agreement lay at a deep level, that we could not simply assume we would all answer such fundamental questions in the same way. This was not because anyone had expressly denied any belief which I held, but becaus{ they seemed to deflect or sidestep cer-tain ideas as old-fashioned or not in line with the particular action steps being recommended. The urge to ask fundamental questions comes upon me espe-cially when I sense that religion is being reduced to sociology, psychology, or even to morality, be it personal, social, or ecolog-ical morality. In fact, any tendency to reduce religion to morality fires me up more than sociological or psychological reductions because it is more subtle and plausible and thus more seductive. But let me put my own cards on the table. What do I believe is at the heart of the Christian religion? (I will ignore the eso-teric distinction drawn by some between faith and religion and the theory that Christianity is not a religion but.a faith.) Though Christianity like other religions is an amalgam of many compo-nents, I believe that its strictly religious aspect lies in its being an answer to the experience of human contingency and the con-tingency of the world. Most people at some time in their lives have felt wonder that the world exists at all and have faced into the void of their own death. They moved beyond the taken-for-grant-edness of the world and became frightened by the thought that nothing at all might have existed and no possibility of anything. They wondered if there were an ultimate meaning to life or if 528 Review for Religious humans were but a sport of nature. Christianity's central doctrine is that the world need not have existed and that it was the object of creation by a good God. A Christian believer is convinced that at the center of the universe is not a surd but a personal Love. The philosopher Ludwig Wittgenstein was not a believer. Norman Malcolm, his former student and biographer, says that he could not be called a religious person, but that he was passionately interested in religion and always seemed close to the possibility of religion. Wittgenstein once produced two examples of what he consid-ered bona fide religious experiences as opposed to moral or aesthetic ones. He respected them even if he thought that in entertaining them he was running up against the limits of language. One was the experi-ence of uncanniness that the world exists at all. The second was the conviction he some-times had that, whatever might happen, he would be safe. Neither of these experiences points of necessity to the existence of some transcen- The urge to ask fundamental questions comes upon me when I sense that religion is being reduced to sociology, psychology, or even to morality. dent reality, but they provide, the experiential ground from which many people move to affirm the existence of God. In such feelings and experiences, the affirmation that God exists is existentially grounded, becomes more than an intellectual proposition, takes root, finds a home. The first experience is the sense that a fleet-ing world must be rooted in a stable fundamental Reality. The second bespeaks a trust that cannot be explained without the pres-ence of a loving center of the universe. My own thoughts about religion center on experiences of this type. Admittedly my idea of religion has strong mystical over-tones; it is our response to radical contingency and, in its most primitive and deepest meaning, has little to do with morality. Religion refers primarily to a "holy" space out of which we and the world spring and gives rise to the imperative that each of us become holy, living our life in and for God. Beyond this I know that religion and morality are intimately intertwined and that a religious or holy person must also be morally good. One can hardly be holy and evil. Holiness means in part being extraordinarily kind, socially just, honest, temperate, a ~dy-Augvmt 1992 529 Dilanni ¯ Religious Life and Religion peacemaker. Yet it cannot be reduced to the practice of these moral virtues. For it is conceivable that someone could be morally good, could follow punctiliously the rules of a moral system, fos-ter social justice, be chaste and kind, and yet not be a religious per-son. He or she could be moral out of personal taste, by temperament, for aesthetic reasons, or out of natural sympathy toward others, and not because of his or her relationship to God. Philippa.Foot, an Oxford moral philosopher and avowed atheist, once told a seminar group that she was such a moral person and that she refused to be patronized by being called an "anonymous Christian." A Christian religious person not only acts morally, but also sees the world in a new way--that it is dependent for its very existence on a transcendent reality and that this makes all the dif-ference. Because it is focused upon the transcendent, the Christian vision has specific ethical implications different from Enlighteflment theories which place the human person or freedom at the center of the moral endeavor. For the Christian the pri-mary response to the world is not that of owner and Promethean creator, but of humble and obedient creature; not an entrepreneurial relishing of power and freedom, but a Marian gratitude before God for all that God has wrought. From this Christian gratitude is born the imperative to love God and God's creation, to allow God to express the divine mercy through us, especially toward the weak and the abandoned. This Christian gratitude and its ethical implications are nourished and deepened through a close union with God in prayer. It is this vision, it seems to me, which should be at the heart of the life of consecrated religious. If they are to be prophetic, it is in this: that in their lives they point constantly to the tran-scendent moment of the universe and try to develop what it means. It is up to each group to decide how it will express this. Christian meaning exists in--and is to be found in--religious sis-ters, brothers, and priests when they are rapt in contemplation of God as well as when they are picking up dying persons from the streets. When people see one of them unremittingly engaged in both, they believe they are in the presence of a saint. Some contemporary Catholic lay people and members of reli-gious congregations seem to have lost sight of the transcendent pole of Christianity. Their model of Christianity has become what Charles Davis labels "pragmatic." The pragmatic version of 530 Review for Religious Christianity arose, he says, when "the Christian religion ceased to function mythically as an overarching totality . The emphasis therefore shifted to Christianity as a practical way of life or eth-ical system. This is still conceived in religious terms, such as the fatherhood of God and the brotherhood of God's children, the kingdom of righteousness . But all these expressions are different ways of formulating the moral imperatives gov-erning human existence." ~ Both conservatives and liberals have made this pragmatic shift in Christianity. Conservatives stress per-sonal and family morality and such questions as abortion and euthanasia, and progressives stress social justice, ecology, and women's rights. Future historians may judge that the Vatican itself, but to a lesser degree, has been drawn into what I am characterizing as an overemphasis of morality. They may well remember Pope John Paul II as the "morality pope" because of his repeated statements about both per-sonal and social morality. In practice if not in theory, love of neighbor and enemy seem to have taken precedence over con-cern about union with God. Today's heresies all seem to be moral heresies. Not many Catholics seem concerned about dogmas, about trinitarian, soteriological, or Christological errors. And yet the history of the early church reveals that this was not always so. (I am at times tempted to fashion a brand-new trinitarian heresy to spur people to think more about God and less about themselves!) In this excessive emphasis on morality, the modern church reflects our secularized times, the age that mistook the world for God. In the late sixties, a time noted for its air of revolution, our seminary faculty once gathered the seminarians for a discussion on the question: W'hat are the most important qualities for being a priest and religious today? Some suggested approachability, oth-ers learning and competence, still others kindness or some other human virtue. I was surprised that no one spoke of holiness--a sure candidate just ten years before--and I pointed this out to Someone could be morally good, could follow punctiliously the rules of a moral system, foster social justice, be chaste and kind, and yet not be a religious person. ~dy-August 1992 531 Dilanni ¯ Religious Life and Religion the group. One of the seminarians fixed me with a stare and said with an air of disdain: "Just be human, Father!" Recently I had the pleasure of interviewing Kiko ArgOello, the Spanish layman and artist who founded the Neo- Catechumenate movement, which offers a series of steps, a way, for modern Catholics to rediscover their baptism and be com-mitted to evangelization. I played the devil's advocate and asked whether his way (camino) of training lay people over a period of years did not produce an arrogant elite and end up creating more division than unity in parishes. His answer was in strict contrast to the seminarian's. He insisted that becoming a Christian today was not easy, regardless of what many priests trained since Vatican II seemed to believe. It did not suffice to simply shout the love slo-gan. Belief that God exists and that Jesus is in some way the son of God was difficult in a secularized culture. Besides, our world of drugs and violence, suburban adultery and abortion, euthana-sia and consumerism, was full of snares. It would not be suffi-cient simply to limit our preaching to a form of positive reinforcement. People had to be called to a public confession of their belief in God and Jesus, be brought to a felt need for con-version, be tested in their resolve, b~ supported by a tightly knit community, and be nourished by an adequate participative' liturgy. Needed, in his view, was a method, a way, a structure, a catechu-menate, 'to bring people squarely before their baptism and its implications for their lives. In so many words he was saying that it was simplistic for the 1968 seminarian to have said: "Just be human, Father." Yes, Christ is at work in the world wherever human good is being done, and we have to recognize and foster such work wher-ever we find it; but we must be aware, too, that fostering human-istic values and being a Christian are not in every way identical. Besides demanding that we be thoroughly moral, Christianity demands belief in many strange things, like the incarnation, the need for redemption, the resurrection, the presence of Jesus in the Eucharist, and the role of Mary. For a time in my adolescence, I wished I had been brought up neutral vis-~a-vis religion so that at the age of twenty-one I might consider all the major religions and choose among them without the prejudice of early Catholic training or brainwashing. But I know now that this is naive, for I have recognized that young people who have not been brought up in any religion end up by 532 Review for Religious having no religious sentiment or religiosity. They tend to remain religion-neutral, unable to make a choice in favor of any religion. George Lindbeck, a Protestant theologian, believes that, unless some religion is taught to us when we are young, unless we are brought up in some religious prac-tices, we might not even be capable of religious experience. This may be exaggerated, but I am sure it contains a grain of truth. One thing is certain: People are never brought up in a vac-uum of vision and values. If they do not absorb religious vision and val-ues, they absorb the secular vision and religion-neutral values of the movies and television. Especially in Europe several new lay Christian movements and reli-gious orders have been born in full awareness of this: the Focolarini, the Sant' Egidio community, the Neo- Catechumenate, the Lion of Juda, the Legionaries of Christ, and so forth. They all believe that becoming Christian in a secularized world is especially difficult and demands a way, a method, an entry through a kind of Christian subculture. It means leaving behind a lot of things that can seem very important from the world's point of view, but really are not. It demands kenosis, emptying oneself, in preparation for a radical decision in favor of Christ and God. Karl Rahner once declared: "A Christian in today's world will be a mys-tic or else he will not exist." And he went on to speak of mystagogy, the need of a method to lead people to see everything in God. I believe that one reason why religious congregations are in a mere survival situation today is that, in their admirable effort to take a positive view of the world, they have identified religion too strongly with a humanistic morality that tends to be secular-istic, individualistic, and overly egalitarian. History shows that almost all religious congregations enjoyed strong growth at their beginnings. They were exciting and attractive in part because they were new, but part of their attraction lay elsewhere. The early members had a sense of a religious adventure and cause larger than themselves which rendered them willing to forgo many personal rights and privileges.~They were members of what Besides demanding that we be thoroughly moral, Christianity demands belief in many strange things, like the incarnation, the need for redemption, the resurrection. July-August 1992 533 Dilanni ¯ Religious Life and Religion have been called "intentional" communities as opposed to various "associational" and "bureaucratic" ones that have come into exis-tence since Vatican II.2 They were quite unconcerned with self-expression and equality, not because they were naive and subservient (today's caricature), but because they were caught up in a higher religious vision that enhanced and focused their ener-gies for God and the church. Most religious congregations were founded for three main purposes, the salvation of the members, the salvation of others, and dedication to a devotion or a way of the apostolate. Their charism did not lie only in the third element but in all three. Their purposes were decidedly religious and eschatological as well as incarnational. Today the eschatological has been pushed aside by an incarnational theology interpreted too secularistically and humanistically. Transcendent themes have been toned down in favor of an emphasis on egalitarian rights, on a type of justice interpreted not only as equity but as evenness, a kind of unifor-mity without differences. Everyone knows that only in unity is strength. But egalitarianism, by its very definition, effects an atomism and separateness within a group inasmuch as it deems individual rights and desires more important than the group's religious cause and adventure. Such stress upon egalitarian and humanistic ideals is an ide-ology. It is one way--and only one way--of interpreting democ-racy and justice in society and in religious groups. To oppose that ideology is not to give up democracy but to give it another inter-pretation. This was brought home to me recently as I overheard a conversation between an Mnerican priest--a born-again egali-tarian- and a young female member of the lay Sant' Egidio com-munity in Rome.3 Describing how the community functioned, she mentioned that in her particular community, because of its makeup and history, only certain men and no women were asked to speak at the prayer services. The American priest objected that this was a grave error, that it was supremely important--as a sym-bol and sign to others if not for her personally--that women be allowed to preach in every community. She answered that the Sant' Egidio community did not approach questions ideologi-cally, but pragmatically. Some of the other communities did have women preachers, but because of its particular history and tal-ents, her group preferred not to have them and she was happy with things as they were. She explained that for the Sant' Egidio 534 Review for Religious group three things were of paramount importance: (1) prayer together over the word of God, (2) friendship or mutual support, and (3) work for and with the poor. All else must cede before the achievement of these goals. The American priest's voice rose as he insisted that she was wrong and that the American interpretation of women's rights was correct. But she stood her ground and deftly changed the sub-ject. We have come full circle. In the 1960s, after many years of repression and an exaggerated supernaturalism, we needed to stress personal free-dom and responsibility and a true equality among the races and sexes. We had to recognize our duty before God to take responsibility to build up a world of justice and peace. But this did.not mean that such concerns should come to prevail in reli-gious congregations and sweep all else away in their wake. Now that we have seen the shadow side of such emphases in religious life, we can bet-ter take stock and rediscover that our involvement with the world must begin beyond the world. While the psychological and political agendas were very important for religious life, neither of them was the "one thing necessary." Religious life should center upon that in Christianity which relates our lives to the transcendent. It is here that we must seek its prophecy. It is in reminding people of the divine enchant-ment of the world that it must be countercultural. It is upon this that reflection on refounding religious life must insist. In her arti-cle "Religious Life and the Need for Salt,''4 Joan Chittister asks the right questions regarding contemporary religious life. She wisely concludes that the project of encouraging self-expression in traditionally repressed religious has now been achieved. She says we must now move to questions about the group and how it can be prophetic in today's world. But her answers, giving her interpretation of prophecy, are still too much centered on ecology, social assistance, and human rights and thus, by remaining within a pragmatic model of Christianity, seem but another reiteration of the program of liberal politics. These liberal concerns are impor-tant and must be addressed by the church: the laity, the clergy, and the religious. But addressing such issues, in my opinion, is not going to be the salvation of religious life. Its problems do not 'A Christian in today's world will be a mystic or else he will not exist.' .July-August 1992 535 Dilanni ¯ Religious Life and Relig4on arise from a neglect of them. Religious lack, not moral outreach, but religious centering. They fail to realize what the poor them-selves realize and express in their popular religions, that our union with God through Jesus is central, that we must work at it, and that it is primarily in this that we will be countercultural. Which is more countercultural--to say we must strive to save planet earth or to say we truly believe that the dead are with God because Jesus rose from the dead and that this makes all the difference? I have made some hard remarks and asked some hard ques-tions, and I would welcome a dialogue about them. I am sure I have not expressed them adequately, but I am convinced that they contain at least a grain of truth. I am encouraged in uttering them by the swing of young people in both Europe and North America toward an interest in the mystical sense of religion. In the 1960s the young were caught up in the humanistic values of psychol-ogy and sociology, but today's youth exhibit a great interest in mysticism, religious cults and movements, apparitions and heal-ings, the afterlife; and even reincarnation and the satanic. Does this not indicate that they are experiencing a deep void of mean-ing in an anorexic and bulimic world where money, notoriety, power, individualism, and equality have become the primary val-ues? Does not this cultural change signal that secular humanism for all its ethical achievements has also been an impoverishment by reason of a dearth of religious imagination? Is it not a sign of the times when people living in sophisticated technological cul-tures begin to be attracted to religious beliefs interpreted in a most .simplistic fashion? I know the good responses to the distinction I draw within Christianity between morality and religion. Most will describe it as dualistic--for contemporary pundits the most damning of epi-thets. They will say, "You are separating things that are essen-tially linked." Love of God and love of neighbor are two aspects of the same thing. If you do not care for the person you see, how can you say you love the God you do not see? Those who love God should find their love's primary expression in their dedica-tion to caring for their neighbor, whether friend or enemy. Prayer is missionary and missionary activity is prayer--and on and on. Others will say that I give a false description of the present sit-uation of religious life; they will deny that those engaged in social justice and ecology tend to pray less and to be less interested in the transcendent, in sacraments, and in the eschatological. 536 Reviezv for Religious I know these rejoinders are partly true, but also that they are partly false. I know that the two aspects of Christianity, religion and morality, love of God and love of neighbor, are very closely intertwined, and I am aware of Karl Rahner's brilliant attempt to conjoin them.5 But I know too that they are conceptually distinct because I have seen them separated in the history of the church. At times the church has experienced the extreme of quietism, an overem-phasis on faith without good works, and other times the heresy of action, a hectic involvement in important works of justice and charity to the detriment of prayer and interiority, the soul of the apostolate. It is up to each of us to examine our life to determine where we are. But I am convinced that the problems of religious life stem only partly from a lack of adequate delivery systems and from ignorance about psychol-ogy, social systemics, and anthropo-logical models in an age of rapid change. I am convinced that their deeper source lies in the confusion between religion and morality and in an insistence upon moral-ity because of a loss of faith and interest in religion. If Christian religion is centered almost exclusively upon doing the moral good, upon promoting social justice and ecology, or upon fighting pornography and abortion, then what is the mean-ing of doctrines and dogmas? Are they but religious, accouter-ments? If so, why not be honest and simply drop them? What is the meaning of the redemption through Christ for a religion reduced to morality? What is the meaning of the Eucharist? Are these dogmas and sacraments only stimuli for action, stories and symbols subtly swaying us to do what is truly important: foster-ing the construction of a socially just and ecologically sound world, creating the. kingdom of morality? Is the resurrection just a story whose real cash value is all those smaller resurrections which can occur in a society, in history, or in each human life? How is a religious congregation which centers so strongly on morality to be differentiated from such groups as UNICEF or the Which is more countercultural - to say we must strive ~ to save planet earth or to say we truly believe that the dead are with God because Jesus rose from the dead and that this makes all the difference ? ~dy-Augzlst 1992 537 Dilanni ¯ Religious Life and Religion A life steeped in prayer will produce something we may have lost: a solid number of holy men and women whose life clearly is centered on God. FAO wherein men and women devote themselves to humanitarian causes at times for wages far lower than they could obtain else-where? I know that, since Vatican II, theologians including Rahner and Schillebeeckx have highlighted the thesis that Christ is at work in the world wherever good is. being done and humane causes are fostered. I am acquainted with the theories that the work of building up the kingdom of God is primarily a matter of our present life in the world, that salvation is not only after death but begins here, that the glory of God is man and woman fully alive. I am in sympathy with such emphases, but must also admit that they do not set me on fire; and judging from the vocation statistics of "progressive" congregations, I know that they have not stirred the young. For in my heart I suspect that such emphases are quite incomplete and were (in part) born of a loss of faith in the transcendent. For me Christianity centers not on us but on God. It demands a different vision of the world and reality, which generates a humble gratitude to the God who is responsible for all that is. One of Christianity's concerns is our inborn tendency to distort our freedom, arising from what Luther called the "in-curvedness" of our will. Christianity is about God and sin and the need for God's grace-ful hand to help us make proper use of our freedom. Christian religion must be about God and our relationship with God not only implicitly but also explicitly. It is from a union with God in prayer that light will emanate on how we are to relate to God, the world, and each other. And if a life is to be devoted to religion in a special way, if it is to be a consecrated religious life, it must be lived primarily in view of this relationship to God, not only in ideal but also in structure. It must be structured in such a way that the life of,the group abets in its members this concern about each one's relationship to God and gives witness of it to others. Such a life steeped in prayer will produce something we may have lost: a solid number of holy men and women whose life clearly is centered on God. If this proves true, young people will surely again be attracted to this kind of life, not so much because 538 Review for Religious it is relevant or more interesting than the world, but simply because religious life so construed and so lived is what it purports to be--religious. Notes ~ What is Living, What is Dead in Christianity Today? (San Francisco: Harper and Row, 1986), p. 39. -' See Patricia Wittberg SC, Creating a Future for Religious Life (New York: Paulist Press, 1991

Issue 8.6 of the Review for Religious, 1949. ; ¯ A.M. D~G. Reviewfor Relig°ions NOVEMBER 15, 1949 Roman Con.grecjations :. ¯ ¯ ¯ . JosephCreusen How Often Must We Pray? . Gerald Kelly Acjes of the Interior Life .". G. Augustine Ellard "We Are His Members!" . M. Raymond Questions Answered Books' Reviewed Annual Index :h VOLUME VIII NUMBEk 6 REVIEW FOR RELIGIOUS VOLUME VIII NOVEMBER, 1949 NUMBER 6 CONTENTS THE ROMAN CONGREGATIONS-~3oseph Creusen, 8.3. . . . 281 HOW OFTEN MUST WE PRAY?--Gerald Kelly, S.J . 289 THE THREE AGES OF T'HE INTERIOR LIFE-- G. Augustine Ellard, S.J . 297 "WE ARE HIS MEMBERS!"--M. Raymond, O.C.S.O . 317 QUESTIONS AND ANSWERS-- 40. "Reform" of Cloistered Communities . 323 41. Religious Wears Graduation Pin . 324 42. Sister as Organist in Parish Church ." . 325 43. "Class Money" for Personal Needs . ' . 325 BOOK REVIEWS-- The Day with Jesus and Mary; She Who Lived Her name; The Happi-ness of Heaven . 326 BOOK NOTICES . : . . 328 BOOK ANNOUNCEMENTS . 331 OUR CONTRIBUTORS . 332 ANNUAL INDEX . . . ." . " . 333 REVIEW FOR RELIGIOUS, .November 1949, Vol. VIII, No. 6. Published bi-monthly: January, March, May, July. September, and November at the College Press, 606 Harrison Street. Topeka, Kansas,. by St. Mary's College, St. Marys, Kansas, with ecclesiastical approbation. Entered as second class matter January 15, 1942, at the Post Office, Topeka, Kansas, under the act of March 3, 1879. Editorial Board: Adam C. Ellis, S.J., G. Augustine Ellard, S.J., Gerald Kelly, S.J. Editorial Secretary: Alfred F. Schneider, S.J. Copyright, 1949, by Adam C. Ellis. Permission is hereby granted for quotations of reasonable length, provided due credit be given this review and the author. Subscription price: 2 dollars a year. Printed in U. S. A. Before writing to us, please consult notice on inside back cover. The Roman Congregat:ions Joseph Creusen, S.J. gO,~ religious who, have not made a study of canon law the terms Roman Curia' and "Sacred Congregation" will not suggest a clear picture or ide~. Superiors, of course, know that recourse "to Rome" is necessary in order to obtain certain permissions or dispensations and that their petition will be forwarded to the Sacred Congregation of Religious by their local ordinary o~. by the Apostolic Delegate. Eventually an answer will arrive from the Sacred Con-gregation through the same channel, signed by a cardinal prefect or by the secretary, and there will be a fee to pay. And that is about the extent of their knowledge. Hence the purpose of the following pages is to introduce our readers to this ancient and important institution. Name and Oflfce of Cardinals The early popes like other bishops had their particular clergy, consisting of clerics of both lower and higher rank, among whom priests and deacons held a special place. They were attached to the principal churches of the diocese of Rome, and therefore to the "title" of the church, being attached to it as :it were by a "'cardo'" or hinge. Hence, they were said to be "'intitulati'" or "'incardinatL'" On account of their higher rank the deacons and priests of the Roman diocese so connected with a special church were called "'cardinales'" (cardinal priest, cardinal deacon). Little by little the term "'card[nalis'" (cardinal) was restricted to designate the first priest or deacon of the main churches of Rome. When freedom was granted to the Church by the conversion of the Emperor Constantine, the popes began to call the bishops of the " neighboring dioceses to assist them in certain solemn ceremonies and to ask their advice in more important matters. This was done par-ticularly in provincial Roman councils. Thus it happened that the bishops of the nearby dioceses, who were summoned more frequently to assist the pope, were also called cardinals, or "cardinal bishops." The evolution of this institution of ca~rdinals took a long time. By the end of the fifth century the city of Rome had been divided into seven districts each under the authority of'a "cardinal deacon" 281 JOSHPH CRHUSHN Reeiew ~or Religious who cared for the economic condition of that district and especially for the welfare of the poor. The "cardinal priests" were at the head of the great basilicas and the other principal churches of Rome. From the twelfth century on the "cardinal bishops," called "'suburbicadi'" or "suburban" .(of the cities adjacent to Rome), numbered six. Plus V. (Const. Feb. 17, 1568) for the first time reserved the tide "cardinals" to" his councillors. During the early centuries of the Church the right to choose the new pope was exercised exclusively, or at least partially, by the clergy of Rome, by the citizens of that city, by the noble families, and by the Emperor. Finally, when it became possibIe for the popes to reserve this important right to the cardinals, their dignity and influence were much increased. They were then entrusted with the most important offices of the Roman curia. Those who resided in Rome were more or less frequently gathered in a "consistoriurn'" and became, as it were, the senate of the pope. The legates sent to vari-ous parts of the world by the Holy Father were chosen from among the resident cardinals. With greater centralization of Church government, the number and the difficulty of matters submitted to the Holy See became con-siderably increased. In imitation of civil governments, the pope was obliged to establish "offices" (boards of cardinals, councillors, and clerks) to assist in making new laws and in governing the extensive organization which was required to handle the great volume of business relating to such things as financial affairs, faculties of bishops and their relation to regulars, the struggle against heresy, the interpretation and the introduction of the decrees of the Council of Trent--~to m~ntion only the more important ones. Sixtus V is regarded as the real founder of the Roman congrega-tions. He fixed the number of cardinals at seventy--six cardinal bishops, fifty cardinal priests, and fourteen cardinal deacons1. He also reorganized the sacred congregations, incre.asing their number to fifteen (January 22, 1588). Reform of Pius X From the very beginning of his reign Dius X determined to revise the law of the Church. He made a start with the constitution 1A cardinal deacon is, of course, at least a priest, but his "title" is a church which in early ages belonged to a deacon. Many. of the cardinal priests are bishops, but they have a °'presbyteral ~itle." 282 Nouember, 1949 THE ROMAN CONGREGATIONS Sapienti consilio, dated June 29, 1908, by which he reformed the Roman Curia. This legislation was incorporated latei: on, almost without change, into the new Code of Canon Lau), which was promulgated in 1917. According to the. reform of Plus X the Roman Curia now consists of fifteen sacred congregations, three papal tribunals or courts, and five offices, such as that of the secretarg of state.In this article, however, we shall confine ourselves to the sacred congregations and make practical applications of what is said to the Sacred Congregation of Religious. Roman Congregations A Roman congregation is a board of ~ardinals who have a very accurately defined part in the government of the Church. They are assisted by a group of major and minor officers, and by a body of councillors called consultors. At the head of every congregation we find a cardinal prefect, except in the cases of the Holy Office, the Congregation for the F~astern Church, and the Consistorial Congre-gation. The pope himself is the head of these three congregations, and the cardinal who would otherwise be the prefect takes the place of the secretary and is called assessor. All the other congregations have a secretary and a subsecretary. The secretary of a congregation plays a very important part in transacting its business. Consultors To assist in the study of difficult questions proposed to the con-gregations, each one of them has a board of councillors who are called consultors. They are chosen from among the diocesan clergy and from among religious, are specialists in their field, come from various countries of the world, and most of them reside in Rome where they are engaged as professors or hold a post in.the curia of their order or congregation. Some of these consultors are Roman prelates. Minor Ot~cials To help the secretary and the subsecretary in the solution of the ordinary problems and cases which are presented to a congregation, we find a group of monsignori and priests who are called "'aiutanti di studio." These are internal councillors as contrasted with the consultors mentioned above, who may be termed external councillors since they do not ordinarily meet for consultation in the congrega-tion. Then another group called "'minutanti'" are in charge of 283 JOSEPH CREUSEN Review for Religious summing up the petition.s, while the "'protocolist'" (one or more~ takes care of the documents and puts them in order. Finally, each congregation.has a bursar, an archivist, and a group of lay helpers who are called ushers. The Sacred Congregation of Religious Let us now pay a visit to the Sacred Congregation of Religious. This will be the best way of explaining what a Roman congregation is and what it does. Pius XI built a modern office building to house the Sacred Con-gregations. It is called the Palazzo delle Congregazioni (palazzo meaning any large, ornate building),, and it is situated in the Piazza San Callisto near the old church of S. Maria Trasteoere (across the Tiber). Nearly all the congregations have their quarters in this modern building, and the two upper floors afford lodging for many officers of the congregations. Entering a courtyard we have an immediate view of this imposing edifice. On the right, as we pass along we see a beautiful fountain flanked by a statue of Plus XI, a memorial to the founder of this new home of the congregations. In the driveway immedi-ately in front of the building, we may see several autos with the legend "S C V" (Servizio Cittd Vaticano) in lieu of license plates. This indicates that one or more cardinals are already in their offices. We enter the building at a door marked "Congregation of Religious'" and find ourselves in a long corridor with high windows and ceilings. Going to the end of this corridor, on the left we find a large assembly room where various committees and consultors meet under the chairmanship of the cardinal prefect or the secretary of the con-gregation; then comes a series of smaller waiting rooms for visitors. On the right we find a waiting room and the office of the cardinal prefect and that of the secretary of the congregation. Smaller offices house the roinutanti, protocolist, bursar, and archivist. This latter is the antechamber to a very large room which has a balcony all around, and is used to keep all the documents of the Sacred Congre-gation. These are contained in steel files, in alphabetical order of the diocese in wh.ich the mother house of an institute is situated. To the right of the entrance we find another series of offices-- subsecretary, various business offices for religious men, for teaching and nursing sisters, and for the past two years an office for the secretary and committee in charge of secular institutes. 284 Nooember, 1949 THE ROMAN CONGREGATIONS The offices of the congregation are open to the public for business from 9:00 A.i~, to 1:00 P.M. During these hours the waiting rooms are filled'with religious priests, Brothers, and Sisters, who wear various habits, some ~f which would appear strange to us. Some are dressed in civilian clothes and have no religious habit. These are members of the recently established secular institutes. During office hours the officers and employees are kept very busy, and during an interview with the secretary one will ordinarily be interrupted two or three times in twenty minutes by an usher who brings a document to be signed. The Congregation of Religious is competent to handle almost any matter which concerns religious. When necessary, the secretary will send a petition to another congre-gation or ask for special faculties from the Holy Father. The subject matter of petitions sent to the Sacred Congregation of Religious covers a great variety of things of greater or less importance. For ordinary dispensations the cardinal prefect or the secretary have habitual faculties, and they will grant directly the dispensation requested. Thus, by way of example, we may mention: permission to change a last will and testament, to remain outside the religious house for more than six months, to leave papal cloister in order ~o undergo a surgical operation. For all petitions which require some discussion, a meeting called a congresso is held at least once a week. At this meeting the car-dinal prefect, the secretary, and the subsecretary are present. Som~- times one or more consultors are asked to be present to give their opinions or to discuss the report ("ootum") they have written on the subject. According to an ancient practice all questions of some importance were submitted to the "congregation," that is, to the cardinals who form the Congregation of Religious; but Pius XII has enlarged the competence of the "'cor~gresso pieno'" (full meetings)', that is, when some consultors are called to discuss questions with the cardinal prefect, the secretary, and the subsecretary, and sometimes one or other members of the congregation. The cardinals who are members of the Congregation of Religious gather in the Vatican Palace every Friday for a meeting which is called "'plenaria.'" There are twenty-three cardinals who are mem-bers of the Congregation of Religious at present, but only eleven of them reside in Rome. The others may sit in at a meeting when they happen to be in Rome for their "'ad limina'" visit, or on some other occasion. The cardinals who live in Rome are called "Cardinals in 285 ¯ .JOSEPH CREUSEN Revieto [or Religious Curia." A week before the meeting, each one receives a copy of printed documents regarding the case or cases to be ~.iscussed. These will ordinarily consist of a copy of the petition to be heard, the ,doubt to be solved, and the report (called "'votum") of one or more consultors. One of the cardinals is designated to explain the case to the assembly. He is called the Cardinal Ponens. Instructions or decrees to be issued by the Sacred Congregation, the approval of new religious institutes, difficult juridical questions, are examples of mat-ters discussed in the plenary session of the congregation. Every second and fourth Monday of the month, the cardinal prefect is received in private audience by the Holy Father who makes the final decision-~either approving the results of the plenary session or requesting a further study of the question. In the Congregation of Religious there are five boards or "com-missions" made up of various consultors according to their special competence. Among the more difficult tasks of the congregation is the preparation of instructions and decrees. These require long and arduous study on the part of the higher officials and of certain con-suitors. Our readers may be familiar with some of th~ more recent ones such as the following: the decree on military service for religious (January 1, 1911) ; the instruction on the second year of novitiate (Noyember 5, 1921); on the papal cloister 6f nuns (February 5, 1924); on secular institutes (March 19, 1948). Only canonists can. appreciate how much time and work are consumed in the preparation of such documents. Usually the preparatory work is entrusted to a board of consultors tinder the direction.of the secretary or subsecretary. The final meetings will be presided over by the cardinal pre.fect himself. Ordinarily one or two consultors prepare a draft which will then be discussed by the entire board. Being canonists themselves, many of the consultors realize how accurately terms must be chosen to avoid criticisms of the text and doubts which might arise as to the meaning of this or that word. Even the,non-canonists contribute useful suggestions. Since the consultors come from various 'countries, they look at the matter in the light of the special conditions in their own countries. Hence no one will be surprised to learn that some instructions are discussed for one, or two, or even three years before they are ready for publication. 286 Nouember, 1949 THE ROMAN CONGREGATIONS Procedure in the Congregation A simple example will give us an idea of how ordinary routine business is conducted by the Congregation of Religious. A superior general with the approval of his council decides to ask the Sacred Congregation for permission to contract a debt of $100,000 to enlarge or to equip a school or hospital. The petition must be writ-ten in Latin, Italian, or French. The petition is usually addressed to The Holy Father according tO a well-known form: "Most Holy Father: The undersigned N.N., superior general of the congregation of N.N. (mother house in the diocese of X), pros-trate at the feet of Your Holiness, sets forth the following." ' Then come~ the petition itself: "With the approval of my gen-eral council I ask for permission to contract a debt of :;100,000 to equip on a more modern scale, a hospital, school . . ." ~ Then the need for the improvement will be briefly and clearly exposed. If the congregation has other debts the superior is obliged to mention them also. It is very important to assure the Sacred Congregation that the religious institute will be able to pay the interest regularly fiom ordinary income and, after not too long a time, to retire the capital debt. The petition ends with the form: "And may God, etc." without finishing the clause. Then a final "Your Holiness' most humble servant in Christ," followed by the signatures of the superior gen-eral and his general councillors. If the approval of the general coun-cil is not required, the councillors do not sign the petition. If the congregation has a cardinal protector, the petition may be sent to him, and he will forward it to the congregation with his recommendation. For less important matters it will be sufficient to have the document signed and sealed by the local ordinary and by tbe religious major superior. It should be addressed directly to: ."His Eminence, Cardinal Lavitrano, Prefect of the S. Congregation of Religious, Piazza S. Calli~to, Rome, Italy." According to the importance of the matter, the favor will be granted immediately by the cardinal prefect or by the secretary, with or without having been examined by a consuhor. Certain matters are frequently discussed in the congresso; and if it be something still more important or difficult, it will go through a "plenary session" of the cardinals and will finally be submitted to the pope in private 287 ,JOSEPH CREUSEN audience by the cardinal prefect. For many indults a printed form is used, and the clerk has only to fill in the name of the petitioner and perhaps add a brief remark. If the petition was not presented by the cardinal protector, the indult will have to be claimed at the treasurer's office by an agent. Small religious congregations which have no agent of their own in Rome usually send in their petitions through the diocesan chancery of the mother house, and then the local ordinary's agent will take care of them. In such cases the favor is frequently not granted directly but faculties are given to the local ordinary of the mother house (general or provincial) to grant the favor "if he finds the motives and the circumstances alleged to be true." On the back of the indult are.indicated the various fees to be paid. The first is an alms to be given the Sacred Congregation on the occasion of the granting of the favors; the second is a tax in compensation for the expenses involved (work of the clerks, report of the consultor, and so forth); the third is an alms for whoever executes the indult; the fourth fixes the sum the agent may ask for his work and expenses. Conclusion Perhaps one of my readers will ask me in a low voice, "Why does it occasionally take such a long time to get an answer back from the congregation?" I could igive many reasons. It is not always the fault of the officers of the congregation. Let me remind my readers of what I said above, that the Sacred Congregation has general com-petency for practically all matters concerning religious. Now, according to very incotnplete statistics, published in 1942, the reli-gious congregations with papal approval number about 111,000 religious men and 587,000 religious women. These figures do not include the numerous members of diocesan congregations, nor the r~ligious orders; hence, no mention at all of the hundreds of monas-teries of religious nuns. To give but one small example of the num-bers of diocesan religious, a Belgian bishop once told me that he had ii/:ty (yes, I mean i/fry) smaller or larger mother houses in his dio-cese. This being so, it will not be useless to have a friend in Rome who can go to the Sacred Congregation and inquire of some employee about your business. 288 l-low Orq:en Must We Pray? Gerald Kelly, S.J. DURING the years I have.been teaching religious, particularly Sisters, I have often been presented with this problem: "Exam-inations of conscience sometimes contain the.question, 'Did I miss my morning and even!ng prayers, and my grace before and after meals?' Does this question mean that such daily prayers are obliga-tory? And if they are not obligatory, how are we to explain the question to children?" The problem, be it noted, concerns obligation. It pertains there-fore to moral, not to ascetical, theology; and it is as a moral problem that I intend to treat it. But before I touch upon the actual ques-tion, I should like to make some preliminary observations that may prevent misuntterstandings. Preliminary Observations I lay claim to no special knowledge, acquired or infused, natural or supernatural, concerning the teaching of catechism to children. In fact, I may state quite frankly that at the end of the one year of my Jesuit life in which I had the duty (or privilege) of teaching cate-chism to third-graders I was thoroughly convinced that I had not reached their minds with a single idea. As a fellow Jesuit once put it to me when we were returning home after a catechism session, "Every time I leave that class, it's with a feeling of having been thwarted." Despite that year of frustration, I still retain certain notions concerning what ought and what ought not to be taught to children. For one thing, I believe it is much better to show children (and per-haps adults, too) the fittingness, the loveliness, and the beauty of the various acts of prayer than to try to make precise distinctions con-cerning their obligation to pray) If they love prayer, they will pray; and thus they will fulfill these obligations even though they cannot define them. This seems to be in keeping with the common opinion of theologians to th~ effect that Catholics who lead a devout lFor material on the fittingness and beauty of some of the acts of prayer mentioned in this article confer, among other things, these articles in REVIEW FOR RELIGIOUS: Moral Beautg in Our Duties toward God (I, 244-52) ; The Life of Faith (II, 41- 51); and Are You Sorrg for Your Sins? (III, 335-48). 289 GERALD KELLY Reoiew /~or Religious life need never worry about failing to fulfill their various duties to pray. Nevertheless, it is not right, merely in order to encourage children to do good, to foster an erroneous notion concerning their obliga-tions. Consequently, when any book or statement gives them the impression that they have a strict obligation though in reality they do not, that impression should be tactfully corrected. As regards daily prayers in particular, I might observe before discussing the main question that, even if there should be an obliga-tion to pray every day, there is certainly no duty to pray at definite times of the day, for example, in the morning or evening. Evidently these are fitting times. Yet pious Catholics who humbly confess that they did not say (heir morning prayers but said them later in the day surely have a false conscience if they think that in so acting they sin. Moreover, even if there should be an obligation to pray daily, there is clearly no obligation to say the prayers in some definite posi-tion. Some people seem to think that if they do not kneel when they pray they are doing wrong. A notion of this kind should be ~orrected--or, better still, prevented. Now for the question: is it obligatory, at least under pain of venial sin, to pray every day? Official pronouncements of the Churcl'i do not answer this question. A casual reading of Sacred Scripture seems to answer it in the affirmative. For instance, we are told: "Pray without ceasing" (I Thess. 5:17); "We ought always to pray" (Lk. 18 : 1) ; and "Be instant in prayer" (Col. 4:2). Texts like these appear to demand at least daily prayer; yet we know, from the traditional teaching of approved theologians, that such texts need not be taken in their full literal force. In part, at least, they express a counsel, not a command. To know the extent of the Obligation we have to turn to the writings of the moral theologians. Meaning of Prayer What do theologians mean by prayer? In general they distin-guish between prayer in the strict sense and prayer in the wide sense. In the strict sense prayer refers to petition, and it is defined as the "asking for becoming things from God." In the wide sense itmeans "any lifting of the soul to God," or any attual "communion with God." In this latter sense prayer includes acts. of faith, hope, love, adoration, petition, thanksgiving, praise, contrition, and so forth. It seems unquestionable that when we consider the problem of 290 November, 1949 HOW OFTEN MUST WE PRAY? daily prayers we are referring not merely to the prayer of petition but to prayer in the wide sense. To determine the exact obligation of praying, therefore, we ought to study what theologians have to say about the necessity of each of the acts mentioned in the previous paragraph. As a matter of fact, with reference to the necessity of prayer, moralists do not treat all these acts; but they do treat the principal ones: faith, hope, charity, contrition, and petition. These five acts, as treated by theologians, are primarily considered as inter-nal acts; though at times, of course, as when we speak of the neces-sity of certain acts with reference to confession, some external expres-sion is understood. Besides these various internal acts, theologians also treat of the necessity of social worship, which might include in some way many of the prayers not specifically treated elsewhere. A brief survey of these various sections of moral theology will give us all the background we need for a correct answer to th~ question: are daily prayers of obligation? Various Acts The Catholic life is a supernatural life: and faith is the founda-tion of supernatural living. It is evident, therefore, that faith must play an important part in the Catholic life. In fact, a truly devout life undoubtedly includes many acts of faith, at least implicitly, every day. But the fervent life is not the measure of obligation. Obligation refers to the minimum. And. when tbey speak of the obligation of making acts of faith, theologians are very conservative in estimating the required frequency. Treating of the necessity of making acts of faith, moralists first consider the nature of faith itself and its importance in the Christian life. From this consideration they conclude that every Catholic must make an act of faith at the beginning of his conscious moral life when he first realizes ~hat God has revealed certain truths to be believed. Another occasion that calls for an act of faith is had when the Church solemnly defines a certain doctrine and thus imposes upon us the duty of accepting it as divinely revealed. Besides specifying these two occasions, the most that theologians can say about the precept of faith in itself is that we must make acts of faith "at times" during life. Some have tried to define this obligation more accur-ately in terms of years, months, or weeks. These opinions are der-tainly worth reading; but they are merely opinions, not binding on anyone. 291 GERALD KELLY Review for Religious In the preceding paragraph I have indicated duties imposed on all Catholics by the precept of faith itself. Besides these, there are certain occasions when some other precept or special circumstance includes at least implicitly the necessity of making an act of faith. For instance, the duties of making acts of hope, charity, and contri-tion include the duty of making implicit acts of faith because such acts are impossible without faith. So, too, the duty of making a good confession or a good Communion. But in all these cases faith is not necessarily a separate act. Also, if one is facing a strong temptation which he cannot overcome without an act of faith, this act is obligatory. And if one has denied his faith by the sin of heresy or by apostasy from the true religion, he must, in reparation, make a new act of acceptance of the revealed truths he bad denied. The theol6gy on the necessity of acts of hope follows much the same pattern as I have outlined with regard to faith. From the dog-matic and ascetical points of view it would be difficult to e~aggerate the importance of hope. It must be present in the repentance of the sinner, in the heroism of the saint, and in the salutary perseverance of all the just. But concerning its prescribed frequency one must be cautious. Like faith, an act of hope is required at the beginning of one's moral life and "at times" during life. And like faith., it is at least implicitly required in certain other acts, for example, in an act of contrition, in a good confession, and in any effective prayer for grace. Also, an act of hope is required in reparation for a sin. of desperation. We next consider the best of all prayers, the act of love of God. That there are certain special occasions when an act of charity is imperative, is evident. For example, if a man is dying in the state of mortal sin and cannot receive a ~acrament, he can save his soul only by making an act of perfect contrition, which includes an act of charity. Also, if a person is in the state of mortal sin and must receive one of the sacraments of the living but cannot go to confes-sion, he is bound to regain the state of grace by means of perfect contrition. Even apart from these special occasions, one must at least occa-sionally during life make explicit acts of charity. This is the con-stant and universal teaching of eminent theologians, and the only teaching that the Church wilI'tolerat~. Absurd opinions such as these: it is enough to make an act of charity once in a life time, or once every five years--have been condemned. How anyone cc~uld* 292 Nooember, .I 9 4 9 HOW OFTEN MUST WE PRAY? hold opinions of this nature in view of the facts that the very ~ssence of the New Law is ~harity and that Sacred Scripture. urges us again and again to love God is somewhat of a mystery. Yet it is one thing to say that we must make acts of charity occa-sionally or even frequently; it is quite another to say how often they must be made. There is nothing defined on this point; and the theologians cannot determine it. All that can be said with certainty is that acts of charity should be made occasionally, or perhaps rather often, during life. In the preceding paragraphs I have made some references to the act of contrition. These were merely passing references. A sum-mary of the approved teaching concerning the necessity of this par-ticular act would run somewhat as follows. It is a conditional obli-gation; it depends on the fact that one has sinned. The Blessed" Virgin, for instance, could not make an act of contrition--and therefore could have no obligation to do so--because she never sinned. But for one who has sinned, contrition of some kind is an absolute requirement for forgiveness. For one who has committed a mortal sin, this clearly means that he has a serious obligation to make an act of contrition (perfect or imperfect, according to circum-stances) on the following occasions: when he is in danger of death; when he makes his yearly confession; when he is 'obliged for some special reason to 'acquire the state of grace (for example, when he receives a sacrament of the living). Venial sin does not require con-fession and is not an obstacle to the fruitful reception of the sacra-ments of the living; hence it seems that there is no definite occasion when contrition for venial sin is absolutely called for. Confession. of course, would make it conditionally necessary: that is, if one who has only venial sins wishes to go to confession, he is obliged to make an act of contrition. We come now to prayer in its strictest theological meaning, peti-tion. This kind of prayer may be considered under a twofold aspect: it is an act of worship of God, and it is a means of helping ourselves. As an act of worship, petition expresses our reverence for and dependence on God. Understood in this sense, prayer is certainly of obligation for all men, independently of their personal sanctity and of their special personal needs. Yet, if we limit our consideration of prayer to this sense, we can say no more about the frequency of the obligation than we said about the necessity of making acts of" faith. hope, and charity. We can simply say that every man, even the least 293 GERALD KELLY Review ?or Religious tempted, even the most perfect, even one confirmed in grace must pray occasionally. His very nature demands that he express his dependence on God in this way; but neither reason nor revelation tells clearly just how often he must so express himself. Prayer, however, is not merely a means of honoring God; it is also a personal necessity. In the providence of God, humble petition is the ordinary means of obtaining His blessings, particularly His grace, and grace is a necessity both for salvation and ~anctification. Since man is obliged to do at least what is required for his salvation, he is certainly obliged to pray. But how often must we direct our petitions to God? Must it be every day, or every time we need help? Theologians, having care-fully considered the data afforded by Scripture and Tradition, do not feel justified in giving an unqualified "yes" to such questions. The most that they can give as a general rule is that we must pray "very often." Beyond this, the answer is~ relative; some need to pray more frequently than others. As regards the prayers we have considered in the preceding para-graphs, one difficulty in estimating the obligations is that this must be done almost entirely without the help of definite statements by the Church. The case is different with reference to social worship; hence we need but mention this ~opic very briefly. The Mass is our principal form of social worship; and the Church.has stated quite definitely that we must assist at Mass on all Sundays and on clearly determined feasts of obligation. Conclusions I suppose that up to this point my discussion sounds m?re mathematical than religious. If it does, it is unintentional; I have not been inspired by any love of mathematics. I have no desire to urge people to count their prayers or their obligations. And I earnestly recommend for the comfort of all the common opinion of theologians to which I referred earlier in this article: namely, that those who lead a good Catholic life need not be concerned about any possible failure to fulfill their various duties to pray. Nevertheless, mathematics has its place; and one place is right here, in this conclusion. We have to ask ourselves whether all the duties to pray that have been outlined in this article add up to an obligation to say daily prayers. The answer is negative. If we prescind for a moment from the relative duty of praying for the 294 November, 1949 HOW OFTEN MUST WE PRAY ? graces we need, it seems that all the other duties can generally be fulfilled by the devout attendance at Mass at the prescribed times. The necessity of prayer for personal needs might increase this some-what, but there is no evidence that it is a daily duty for everyone. Do all moral theologians agree with the conclusion that daily prayer is not of strict obligation? The answer seems to be "yes, and no." They agree with,the conclusion ir~ theor~t; but many prefer to give a qualified answer for practice. These moralists would answer the questi6n concerning the duty of saying daily prayers somewhat as follows: "Theoretically, there is no obligation to pray every day. But in practice there is usually a sin in the omission of these prayers, because when daily prayers are omitted without a sufficient reason this is often due to a small fault of laziness, sensuality, or human respect." This formula, or one somewhat similar, is sponsored by eminent theologians; and catechists who wish to follow it in explaining the duty of praying are certainly justified in doing so. But I would not recommend it. I find it confusing. It says, on the one hand, that daily prayers are not of obligation; yet, on the other, it demands a sufficient reason under pain of sin for omitting them. This seems to beg the entire question. For if there is no obligation to say daily prayers, why should a reason be required under pain of sit~ for omitting them? As for the statement that failure to say these prayers could be a sin of laziness, this seems to ignore completely the distinction between imperfection and venial sin.2 For laziness is not a sin in the strict sense; it is an inordinate disposition or tendency, and it becomes sinful only when it leads to the neglect of some duty binding under pain of sin. In other words, laziness is an imperfec-tion when it induces one to'act against a counsel (e.g., to break a rule which does not bind under pain of sin), and it is a sin when it leads one to violate a precept (e.g., to miss Sunday Mass in whole or in part).8 And what I have said of laziness is similarly true of such things as sensuality and human respect. 2Some authors hold that a positive imperfection is a venial sin. These men might logically defend.the formula I am here criticizing. But many moralists who pro-pose this kind of formula also hold firmly to the distinction between positive imperfections and venial sins. aEven here, when we speak of the "sin of laziness," it is not a specific kind of sin, but merely the source of sin. This is obvious from the fact that when ones misses Mass through laziness, all that he is obliged to confess is the fact that he missed Mass. 295 GERALD KELLY Because of these difficulties, I would not personally recommend the formula. I prefer the practical explanation given by Father Tan-querey m his moral theology, which may be roughly translated as follows: "The faithful are to be urged to pray daily, especially in the morning to ask the graces they need for the day, and in the evening to thank God for benefits received, to make .an act of contrition for their sins, and to commend their souls to God before going to sleep. Those who omit their morning and evening prayers do not sin directly by this omission; but experience proves that, all other things being equal, those who do not say these prayers fall into sin more frequently than those who. do.TM One final point. In view of all that has been said, what is a catechism teacher to do when the examination of conscience for children includes the question: ':Did I miss my morning and evening prayers, and my grace before and after meals?" Before I answer, let me recall my own experience in teaching third-graders. With this experience in mind, I have not the temerity to suggest the precise method of illuminating young minds. All that I dare suggest is that the teacher try in some way to convey the following ideas to the children : "This question does not mean that you would commit a sin every time you omit these prayers. The question is put there to remind you that all of us must often p~ay and that those times are especially fitting times for prayer. If you do not pray at these times, there is a good chance that you won't pray at other times, either; and this would mean that you do not pray even when you really need it, and that would be a sin. So, keep the habit of saying these daily prayers, and when you go to confession check up on yourselves to see whether you have been saying them. If you find that you often miss your daily prayers, you will know that you are getting a bad habit, and you ought to correct it." 4Cf. A. Tanquerey, Synopsis Tbeologiae Moralis et Pastoraiis, II (1936), n. 861. 296 The Three Ages of the Interior Life G. Augustine Ellard, S.J. WITH the publication of the second volume of T~e Three Ages of the Interior Life1 the work is now. complete in English. The first volume was considered in this REVIEW, VI (July, 1947), 249. In what follows the work as a whole is discussed. I. Content As the title suggests, spiritual development is conceived and pre-sented after the analogy of organic growth. Corresponding to the periods of childhood, adolescence, and maturity in natural human life, there are in the supernatural life also three stages of spiritual evolution, namely, progress along the purgative, illuminative, and unitive ways. Moreover in both the natural and the supernatural orders each of the three periods is ushered in by a crisis. Of these the first is birth for one's physical life; corresponding to it there is justifi-cation, or the beginning of one's interior life. Adolescence is intro-duced by the second crisis, puberty; and, analogously to it, with "the night of sense" a person enters upon the illuminative way. Finally, the third natural crisis consists in attaining one's majority or reaching maturity; the spiritual correlate is "the night of the spirit," which is followed by the transforming union, the state of full super-natural maturation. It will be noticed that two of the three ages are mystical. In case one should fail to make sufficient progress, or grow up, one would become a dwarf or midget. In an elaborate arrange-ment, summarized diagrammatically on page 245 of volume I, degrees of the virtues, the functions of the gifts of the Holy Spirit, various purifications, and the grades of prayer are assigned to each of the three ages. So much for the general idea indicated by the title. The second volume covers the second and third ages, that is, the illuminative way of proficients and the unitive way Of the perfect. Treatment of the illuminative way is introduced with a discus-sion of "the second conversion" and the necessity for it. Here, 1THE THREE AGES OF THE INTERIOR LIFE, Prelude of Eternal Life. B~ The Rev. R. Gattigou-Lagrartge, O.P. Translated by Sister M. Timothea Doyle, O.P., Rosary College, River Forest, Illinois. Volume Two. Pp. xiv -b 668. B. Herder Book Co., St. Louis 2, Missouri, 1948. $7.50. 297 G. AUGUSTINE ELLARD Review for Religious besides Father Lallemant, who originated the expression, St. Cath-erine of Siena, Suso, and Tauler are drawn upon. Then the passive purification of the senses is handled; for this the great authority is St. John of the Cross. The principal characteristics of proficients are pointed out. After a chapter in which with the aid of a drawing the virtues and gifts of persons in this stage are fitted together into an imposing "spiritual edifice," the virtues, both moral and theo-logical, are taken up separately. There follows a section on docility to the Holy Spirit, ohe of the supernatural traits peculiarly empha-sized in this' work. Next the discernment of spirits, the Sacrifice of the Mass, Holy Communion, and devotion to Mary are dealt with inasmuch as they pertain specifically to this second age. After some pages on "the universal accessibility of the mysticism of The Imita-tion," we come to what in all this matter seems to be the author's leading preoccupation, namely, a series of chapters on contemplation. The author professes-to describe the passage from acquired prayer to initial infused contemplation in accordance with the teaching of St. Francis de Sales, St. Thomas, St. Teresa, and St. John ot: the Cross. In the official condemnation by the Church of the errors of the Quietists Father Garrigou-Lagrange finds a confirmation of his doctrine on the beginnings of infused prayer. Then there follows a more cbntroversial discussion of certain questions ~elative to infused contemplation; how, for instance, it should be defined, what its intimate nature is, what forms its progress takes, what it does not require, what the call to it is, and so on. Finally, the treatment of the illuminative way and of the third part of The Three Ages is concluded with a consideration of the agreements and disagreements between St. Teresa and St. John. The one is not a theologian and the other is. Part Four is concerned with the mature age and the unitive way of the perfect. In particular, it describes the passive purification .of the spirit, the habitual union of perfect souls with God, "the way of spiritual childhood" constituting a special form of the perfect life, the heroic degree of the virtues, and lastly different forms and degrees of the unitive life. Under this general heading come the perfect apostolic life, advanced reparation, the influence of the Holy Spirit in those who have reached this period, arid mystical union and ecstatic union according to St. Teresa, and then at last the trans-forming union, prelude to the union of heaven. At this point by way of appendix the author does a most unusual thing: he inserts a whole article by another writer who shares the same opinions on the 298 Not~ember, 1949 AGES OF THE INTERIOR LIFE mystical problems that have been much debated in recent years. The fifth part deals briefly with extraordinary graces, that is, those miraculous favors which sometimes accompany high sanctity. The differences between facts of divine origin and morbid phenomena are pointed out. The diabolical manifestations of possession and obsession are also considered. The "Epilogue" returns again tb controversy. The first part is on "the axis of the spiritual life and its unity," the axis being faith, hope, and charity, and is made up mostly of a discussion about the distinction between ascetical and mystical theology. The second part deals with "the beatific vision and its normal prelude." One might think that this prelude, mentioned so often, would be a high degree of purity or virtue. Rather it is infused contemplation, especially as it occurs in the transforming union. The great raison d'etre of this whole large work, treating the spiritual life from beginning to end, seems to be to propound the thesis that infused contemplation comes within the normal develop-ment of the interior life and is morally necessary for the full perfec-tion of Christian life. Everything appears to be centered around that thesis. Over and over again it is indefatigably reiterated. On this more than on anything else will probably depend the permanent value and importance of the work. According to the author beginners meditate, that is, practice a discursive method of prayer, though their meditation may become simplified. Of course they receive help from the gifts of the Holy Spirit, present in all just souls, but this influence is latent and is not characteristic of their kind of prayer. If they advance as they should and if no special obstacles intervene, they will be given the grace of. infused contemplation. All contemplation practically, or at least contemplation as "the great masters" understood it, is infused. It is so called because it is due to a special inspiration coming through the gifts and is not at our disposal, like, for example, the ability to meditate, It proceeds from living faith illumined by the gifts of wisdom and understanding. Ordinarily the first form of infused contemplation granted by , the Holy Spirit is that described by St. dohn of the Cross as "the night of sense.". Then, if one be faithful and continue to make sufficient progress, one will also go through all the mystic ascensions as set forth by St. Teresa and St. 3ohn and finally come to rest in the transforming union or mystic marriage. Here the full perfection both of contemplation and of the Christian life are attained. More- 299 G.AUGUSTINE F~LLARD for Religious over, to this happy state all are called. As a matterof fact it is rare, but that is only because men are not generous enough in accepting the graces that would bring them to it. Thus a magnificent prospect is opened out before one who undertakes to pursue the spiritual life in earnest. I[. Merits Among the special values of The Three Ages would be included, I should say, these points: it is the latest and best expression of a very eminent theologian's doctrine; it is an excellent presentation of the spirituality of the present-day Dominican School; one can learn a considerable amount of theology from it; and, most of all, it has great inspirational power and force. Father Garrigou-Lagrange has long been a theologian of great distinction. In the Thomist school he has been among the first and foremost for a generation. To his credit there stands a long list of learned works in philosophy and dogmatic theology. For a number of years he has also taken a very keen interest in ascetical and mysti-cal theology and here too he has written very much. Altogether he is said to have published more than two hundred articles or books. His influence, in spiritual matters and ideas is very great, and any-thing that he proposes is apt to be taken up and propagated by numerous lesser authorities. The Three Ages sums up, completes, and puts in convenient form most of the ideas which be has pre-viously taught in his other spiritual writings. Hence it is now, and very probably will remain, the definitive expression of his thought in ascetical and mystical matters. It is also an admirable presentation of the general spiritual doc-trine of a group of Dominican Fathers, and in varying degrees also of others who agree with them. In other words, it gives the teaching of a certain school of spirituality within the Church, and one, too, which in our time enjoys special favor and exerts great influence. The simplest way now to indicate the substance of their doctrine is to say that it is just that which is set forth in The Three Ages. No other work synthesizes it so well. One could also say that it is that sys-tem of spirituality which is proposed in France by La Vie Spirituelle, in Spain by La Vida Sobrenatural, and now in this country by the new Cross and Crown. Now that several of Father Garrigou- Lagrange's spiritual books have been translated into English, he is by all means the chief representative of this school in our language as well as in his own. 3OO November, 1949 AGES OF THE INTERIOR LIFE From what has been said it will surprise nobody that from n careful reading of The Three Ages one could learn much theology. The author is nothing if not a theologian; not, for instance, a psy-chologist. But one would have to remember carefully that it is the-ology of the Thomist school, not always simply Catholic theology. Throughout this work, from the first page to the last, St. Thomas is quoted over and over again; consequently one can learn much of the Saint's doctrine from it. An example of how theology enters into this second volume: the first chapter is concerned mostly with the language of spiritual writers as compared with that of the theo-logians. It is concluded that the language of the mystics, expressing infused contemplation, is the loftier of the two. Naturally those parts of theology are drawn upon most which relate to the practical living and development of the supernatural life: ~he inhabitation of the Blessed Trinity, sanctifying grace, the virtues, both moral and theological, the gifts of the Holy Spirit, the nature ot? Christian perfection, the Sacrifice of the Mass, Holy Com-munion, prayer, and contemplation. There is a chapter on the errors of the Quietists about contemplation and pure love. On this latter Father Garrigou-Lagrange wrote at great length in L'Amour de Dieu et la Croix de des.us. Of all the excellences of this work, the principal one, I should say, is its inspirational value. Eminent theologian that he is, the author keeps reminding his readers of the grand dogmas of Chris-tianity, their "infinite elevation," their implications for our affective and practical lives, and the supreme motive power that they could and should have for our wills. One who is looking for something on a favorite minor devotion will not find it in The Three Ages; but one will be treated therein to a wealth o1: dogmatic material that makes an unsurpassed background for the spiritual life and subject matter for ennobling reflection and mental prayer. From the way and manner in which Father Garrigou-Lagrange handles such important doctrines as the inhabitation of the Blessed Trinity, the worth of sanctifying grace, the superiority of the infused virtues, the humility and magnanimity of Christ, the values of faith, hope, and charity, the Sacrifice of the Mass, reception of the Holy Eucharist, the fruits of devotion to the Blessed Virgin, and so on, a reader feels his heart warmed and his enthusiasm enkindled for these great truths. III. Demerits On the debit side some deficiences are observable in The Three 301 G. AUGUSTINE ELLARD Reoieto for Religious Ages. It is all the more necessary and important to point them out-- and this is the reason for these criticisms--inasmuch as the work will most likely be read very widely and exert a very great influence. To many readers, less conversant with modern mystical controversies or less critical in accepting what a noted theologian writes, the book could easily be misleading in certain matters. The greater an author's reputation and the more excellent his work, the worse may be the consequences of its defects. The Three Ages is theoretical rather than practical; it is one-sided and narrow; an essential part of it, namely, its doctrine on the gifts of the hoIy Spirit, is uncertain; and its main thesis is not after all really so significant. 1. For a work that is directed to interior souls generally and has the professed aim of inviting them "to become more interior and to tend to union with God" (II, p. 8), The Three Ages has overmuch that is speculative and controversial. It inclines rather to stress the-ory than practice, metaphysics than psychology, contemplation than life, and the gifts of the Holy Spirit rather than the virtues. From the practical point of view, there are some surprising omissions. The particular examination of conscience seems not even to be mentioned, although surely it is one of the major techniques in modern Catholic asceticism. For the general examination no precise method is sug-gested. What is more strange, for all those who do not as yet enjoy infused contemplation--and surely, they would, be-numerous-- only 19 of the 1162 pages are given to mental prayer. Those who" struggle with the difficulties of meditation will not find much help or consolation. No definite method of: meditation or of any other form of mental prayer is offered. The well-known methods used in the Church are not even named. Of the little written on method a con-siderable part is rather in disparagement of it or against the abuses of it. A beginner might well ask what he is to do until.the time comes --and that may be in the distant future--when he is favored with mystical contemplation. In another and more general way The Three Ages does not seem to be as practical a work on spirituality as most people could rightly desire. Throughout, the emphasis is on the gifts of the Holy Spirit in contrast to the virtues. The "special inspirations" of the gifts are quite beyond our reach, except that indirectly by co-operating with previous graces we can dispose ourselves to receive .them. A practical-minded person bent on applying what he reads to his life might ask: "What can I do about the gifts that I am not doing anyway in culti- 302 November, 1949 AGES OF THE INTERIOR LIFE vating the virtues? Wait for their, inspirations? Then, when they come, how shall I recognize them?" It would appear, both on theoretical and practical grounds, much better to emphasize the vir-tues, at least the theological virtues, faith, hope, and charity. The gifts are supposed to be subordinated to these latter. In general it is true of the whole work that it does not get down, except by way of inspiration and motivation, to the everyday details of actually living the good life. 2. The Three Ages is a very splendid exposition of one concep-tion of the spiritual life, but it is only one, and not simply the Cath-olic view. Nor does it make this fact sufficiently clear in its text. Consider, for example, the division of three ways, fundamental in this work. A leading contemporary spiritual author, whose doc-trine is on the whole very much like that of Father Garrigou- Lagrange and to whom this latter seems to be much indebted, is Msgr. Saudreau, the author of The Degrees of the Spiritual Life and other books. Saudreau, who also makes much use of St. John of the Cross, assigns infused contemplation to the unitive way (see the whole second volume of The Degrees) ; Garrlgou-Lagrange assigns it to both the illuminative and unitive ways--a great difference indeed. The manual now most widely used in ascetical and mystical matters is the Sulpician Tanquerey's The Spiritual Life. He has the three ways without any necessary inclusion of infused contemplation at all; it may or may not come within the unitive way (pp. 301, 461, 606, 736). The last Carmelite to write a full systematic treatise on ascetical and mystical theology is Crisogono del Jesus Sacramentado, Compendio de Ascetica ~1 Mistica (1933). He provides for a double set of three ways: one without infused contemplation, the other with it (pp. 53, 156). So does Naval, of the Missionary Sons of the Immaculate Heart, in Tbeologiae Asceticae et M~tsticae Cursus (p. 32). On contemplation also there is a difference. Among all the schools of spirituality in the Church, the one which has, so to speak, specialized most on contemplation is that of the Carmelites, and of course they glory in presenting the teaching of St. Teresa and St. John of the Cross. Their doctrine, or at least the expression of it, is not the same as what we find in The Three Ages. The leading representative now of the Carmelites is Father Gabriel of St. Mary Magdalen, professor of spiritual theology in the International Col-lege of-St. Teresa, Rome. He has written much on acquired contem-plation. Half of his work, St. John of the Cross, recently published 303 G. AUGUSTINE ELLARD Review for Religious in English, is devoted to it. Besides, in Ecole Teresiene et Problems M~lstiques Contemporains, he writes: "By their doctrine on the con-templation that belongs to beginners, the Carmelite authors of the first generation gave the first indication of the doctrine of acquired contemplation that soon became one of the characteristics of the Carmelite School. They teach in fact the existence of a contempla-tion that follows meditation, that proceeds from it, though one may easily find in it some infusion of celestial light. Does not a con-templation which is the fruit of our activity in meditation merit the name 'acquired'? (p. 79) . It is certain . . . that this teaching on acquired contemplation is one of the characteristics of the Carmelite School" (p. 86). Very recently, at the end of a study on Thomas of Jesus and acquired contemplation, Father Gabriel writes: "Nothing that we have found contradicts, rather on the contrary everything favors, the traditional teaching of the Teresian school which sees in the doctrine of St. John of the Cross on the transition from meditation to contemplation the origin of the doctrine of acquired contempla-tion, and we need not fear to give to him whom that school names its Mystical Doctor the title also, more humble indeed but still impor-tant, of 'the Master of active contemplation' " (Revue d'Ascetique et Mystique, 1949, 17). In Father Garrigou-Lagrange's view of how mental prayer develops there is hardly any place for acquired contemplation. Con-templation, as "the great spiritual writers, especially St. John of the Cross and St. Teresa" understood it, is infused, and "ordinarily" (II, p. 337) it follows meditation. Quite fundamental to The Three Ages is the general interpreta-tion which it takes of the whole system of St. John of the Cross. According to one of the foremost contemporary Benedictine authori-ties on mysticism, it is not at all the right one. In commenting upon Garrigou-Lagrange's previous book, Christian Perfection and Con-templation, identical in this matter with the present work, and after saying that he presents in an incomparable way the doctrine of St. Thomas on Christian perfection, he adds: "but the conception that St. John of the Cross had of mysticism and contemplation entirely escaped him" (Mayer, M~stik als Lehre und Leben, p. 225). Other scholars also who have specialized in mystical studies take a very different view of St. John; for example, Marechal (Etudes sur la Ps~lcbologie des Mttstiques, v. II, especially pp. 321-359), and 304 November, 1949 AGES OF THE INTERIOR LIFE Crisogono del ,)esus Sacramentado, San Juan de Ia Cruz, su Obra Cientitica g Literaria. 3. Next we come to the gravest defect that I find in The Three Ages, namely the uncertaintg of much of it, and the fact that this uncertainty is not sufficiently acknowledged by the author. Making a clear-cut distinction between recognized Catholic dogma or doc-trine and the conclusions or theological speculations that he shares is surely not one of Father Garrigou-Lagrange's excellences. This has been true of his writings in general. The whole vast construction presented in these two large volumes stands or falls with the special doctrine on the gifts of the Holy Spirit which forms as it were the supporting framework of it. How fully it enters into the whol~ system can be seen at a glance by consulting the diagrammatic outline on page 245 of volume I. And still this particular theory is proposed without any adequate indidation of its speculative and uncertain character. As a matter of fact there is very little in the theology of the gifts that is certain and commonly acknowledged as such. After quoting Leo XIII, Father Garrigou-Lagrange himself thus summarizes the papal teaching: "Encyclical Divinum illud munus (May 9, 1897), circa iinem. This text shows: (1) the necessity of the gifts ('has need of') ; (2) their nature: they make us docile to the Holy Ghost; (3) their effects: they can lead us to the summit of sanctity." (Vol. I, p. 70.) There is a great difference between these three simple points and the whole theory that forms the skeleton, so to speak, of The Three Ages. There never has been and is not now any consensus among theo-logians as to how the gifts of the Holy Spirit are to be conceived." Scotus denied the very existence of the gifts as distinct entities. Apparently his whole school, especially the Franciscan theologians, still does. From a recent Franciscan publication: "The doctrine of the Franciscan school and especially that of Scotus, tends to a simpli-fication of the spiritual life. The supereminence of charity and its effectiveness in the Christian life as stressed by our school show the unity of that life very clearly. This same trait in the teaching of Scotus is seen in his doctrine on the nature of the gifts of the Holy Spirit . Here again Scotus insist~ that entities must not be multi-plied without necessity. And once more we are impressed with the marvelous synthesis and unity in these various phases of the spiritual life as explained by the Subtle Doctor .Scotus maintains that the 305 G. AUGUSTINE ELLARD Reoieto for Religious gifts are not distinct from the virtues. He points out that there is no necessity for distinct habits, since the three theological virtues and the four cardinal virtues perfect man sufficiently for even the most heroic and very highest action." (The Virtues according to Franciscan School, Franciscan Clerics, Old Mission Santa Barbara, 1946.) In this denial Scotus was followed by the great doctor of the Church and master in spirituality, St.' Francis de Sales, who also is one of Father Garrigou-Lagrange!s preferred authorities. On the gifts St. Francis says: "Now they are not only inseparable from charity, but, all things well considered, and speaking precisely, they are the principal virtues, properties and qualities of charity. For (1) Wisdom is in fact no other thing than the love which relishes, tastes and experiences, how sweet and delicious God is; (2) Under-standing is nothing else than love attentive to consider and penetrate the beauty of the truths of faith, to know thereby.God in Himself, and then descending from this to consider Him in creatures; (3) Science, on the other hand, is but the same love, keeping us attentive to the knowledge of ourselves and creatures, to make us reascend to a more perfect knowledge of the service which we owe to God"; and so on, through the other four gifts. (The Lot~e ot: God, XI, 15.) Again, in a later chapter: "So that, Theotimus, most holy charity is a virtue, a gift [in the context clearly a gift of the Holy Spirit], a fruit and a beatitude . As being a gift, charity makes us docile and tractable to interior inspirations, which are, as it were, God's secret commandments and counsels, in the execution of which the.seven gifts of the Holy Ghost are employed, so that charity is the gift of gifts." (XI, 19.) One of the few works in English on dogmatic theology has the following to say on the gifts: "Thesis III: The seven gifts of the Holy Ghost are also infused with sanctifying grace. This proposi-tion may be qualified as "probabilis' . . . . Are these seven gifts (or some of them) really distinct from the infused moral virtues? Are they habits or habitual dispositions, or merely transient~ impulses or inspirations? What are their mutual relations and how can they be divided off from one another? These and similar questions are in dispute among theologians." (Pohle-Preuss, Grace, Actual and Habitual, p. 369.) In the Catholic Encyclopedia, over the signature of Forget, pro-fessor of dogmatic theolqgy in the University of Louvain, we find: 306 November, 1949 AGES OF THE INTERIOR LIFE "As to the inner nature of these gifts of the Holy Ghost, theologians consider them to be supernatural and .perinanent qualities, which make us attenti,~e to the voice of God, which render us susceptible to the workings of actual grace, which make us love the things of God, and, consequently, render us more obedient and docile to the inspira-tions of the Holy Ghost. But holy do they differ from the virtues? Some writers think they are not really distinct from them, that they are the virtues inasmuch as the latter are free gifts of God, and that they are identified essentially with grace, charity, and the virtues. That opinion has the particular merit of avoiding a multiplication of the entities infused into the soul. Other writers look upon the gifts as perfections of a higher order than the virtues; the latter, the.y say, dispose us to follow the impulse and guidance of rehson; the former are functionally intended to render the will obedient and docile to the inspirations of the Holy Ghost." (Vol. vii, p. 413.) Among contemporary dogmatic theologians who propose the basic doctrine on the gifts as only probable or more probable one could cite the following: Van der Meersch, De Gratia, p. 215; Parente, De Gratia, pp. 26.7, 283: Diekamp-Hoffmann, O.P., Tbeologiae Dogmaticae Manuate III, 19, 155; Van Noort, De Gratia, (brd ed.), p. 155. Father De Guibert gave much attention to a stu~iy.of the gifts, and in particular he made a special effort to determine what is certain and what probable concerning them. His conclusion was that we could hold with certainty, or at least very great probability, that there exist in the souls of the just habitual infused dispositions of docility toward the inspirations of the Holy Spirit. This appears to him to be the basis upon which rest the speculative conclusions of theologians about the gifts (Revue d'Ascetique et Mgstique, 1933, 1-26). Father De Guibert's finding is indeed a long.~ay from Father Garrigou-Lagrange's coflception of the gifts. Among the best and most important studies on the gifts pub-lished in recent years seems to be a long article by Father De Blic, Pour l'Historie de la Tbeotogie des Dons. He judges that Father De Guibert went too far and that still less even can be said in favor of the prevailing theory of the gifts (Revue d'Ascetique et Mystique, 1946, 117-179). Of the theologians of this century who are special authorities on the gifts the outstanding one by far is the Dominican Father A. Gardeil. In the Dictionnaire de Theologie Catbolique he writes: 307 G. AUGUSTINE ELLARD Reoieto for Religious "In our days the debate still goes on among theologians over the dis-tinction between the infused virtues and the g!fts. If the distinction is debated, much more are other and" lesser points in the doctrines" (IV-2, 1778.) The Dominican Joret, in a good-sized work on the mystical theology of St. Thomas, points .out that it was .not until the thir-teenth century that the distinction between the gifts and the infused virtues was well worked out. "St, Thomas seems to have made .pre-cise and definitive the theory of the gifts of the Holy Spirit." Then, after a brief passage in which he gives St: Thomas's general idea of the gifts (divine inspirations as opposed to human, reflections), he writes: "In speaking thus we leave altogether the domain of faith to enter theological speculation. And we are going to remain there in the course of the following'paragraphs which will only set forth the teaching of St. Thomas." (La Contemplation M~tstique d'a~r~s Saint Thomas d'Aquin, 1927, p. 39,) ~ Among the most eminent Dominican theologians of the twen= tieth century is Hugon. On the gifts he writes: "There is a dispute as to whether the gifts differ from the infused virtues objectively and essentially or only after a fashion (secundum quid). This last is defended by a number of theologians, following the leadership of Scotus; but the Angelic ,Doctor and the Thomists teach that the gifts are specifically distinguished from the virtues as perfections of a superi-or and higher order by which a man is easily moved by, the Holy Spir-it." (Italics in the original: Tractatus Dogmatici, Ed. 10, II, 4~8.) Father Garrigou~Lagrange himself, in the, epil~gue to his French work,2 Perfection Cbretienne et Contemplgtion (Vol.II, [89]), after discussing "the minimizing conceptions of the gifts of the Holy, Spirit and the oscillations of theological eclecticism" and then "the superiority of the doctrine of St. Thomas o'n the gifts," concludes: "Thus there are four notably different theories of the gifts. Two are manifestly minimizing, but opposed to each other; one is eclectic and tends to rise higher; and finally the one which seems to us to be at the culminating point of truth. These four theories can be summed up as follows [italics as in the original French] : "The gifts, distinct from the virtues, are something normal and eminent and grow With charity. 2This epilogue does not appear in the English Christian Perfection and Contemplation. 308 Not~ember, 1949 AGES OF: THE INTERIOR LIFE "The acts of the gifts take place sometimes according to an ordinary human mbde; sometimes they are extraordinary. "'The gifts are distinct from the virtues and are principles of extraQrdinary acts. "'The gifts are not distinct from the oirtues.'" In The Three Ages there is little indication of any,other "the-ory" of the gifts than the one which the author himself adopts. So much for the existence and distinction of the gifts. . If now one should inquire into the number of them. there is much .less cer-tainty. To quote the Dominican Joret again: "The Septuagint version followed by the Vulgate gave seven characteristics to the Spirit of God resting upon the Messias: the spirit of wisdom . Thus one obtained seven gifts of the Holy Spirit, just as there are seven virtues, theological and moral¯ But neither in the one case nor the'other should we regard this number as limitative. For the sacred writers, as we know,.it rather designates the pleriitude of the divine operations. The single light of the sun divides into seven principal colors which can then have an infinite variety of shades. So it is with the Holy Spirit and His gifts." (Op. cir., p. 36.) Less certain than the number is the general function of the gifts, that is, the kind of work that they perform in the process of sancti-fying a person. A glance at the relevant places in different theo- .logians would readily convince one of this fact¯ Much less certain still are the functions of~, the particular gifts. Consider for a moment the case of St. Thomas. In a recent scholarly work devoted entirely to his mystical theology and wholebeartedly in sympathy with it, the author points out four ways in which at successive times St. Thomas endeavored to classify the workings of the different gifts, and then he conclude~: "The question, taken up four times, has resulted in four different constructions; once even with an explicit disavowal of what St. Thomas bad previously estab-lished. Who will assure us that the last is perfect?" (L. Roy, Lumiere et Sagesse. La Gra~e Mystique dans la Theologie de Saint Tho'mas d'Aquin, p. 185.) Father Garrigou-Lagrange's.conception of the various function~ of the gifts seems to have been developed from a combination of elements in three of St. Thomas's ways (The Three ~Ages, I, 76; III, 68, 4 and II II, 8, 4; 3 D. 34 q. 1 a. 2) His correlation of the virtues and gifts (I, pp. 51, 76) is ¯ 309 G. AUGUSTINE ELLARD Retffew for Religious criticized by De Guibert as not being quite in accord with St. Thom- ¯ as's (Theologia Spiritualis, 1937, p. 135). Of all these ways, and others too which could be cited, of assigning specific functions to each of the gifts, not one seems to agree :with the exegetes when they comment on and explain the original Scripture text (Isaias 11:2-3) that is the first foundation for all the doctrine on the gifts. Moreover there are two different forms of the modern Thomistic theory of the gifts. Besides the one which Father Garrigou- Lagrange espouses (that with the virtues one acts in a human way and with the gifts in a superhuman way), there is another one, defended in our time especially by Cardinal Billot. "The gifts have two modes, that is, an ordinary and an extraordinary one according to the differences in the many operations of the Holy Spirit, who freely breathes where He wills and apportions to all as He wishes . There is another way and one that is quite extraordinary; although it is not td be said to be at all necessary, even for high sanctity, it is'nevertheless as a rule found in those whom the grace of God calls to the supreme heights of perfection. Moreover this mode i~ concerned mostly with extraordinary contemplation, that is, with the prayer of quietude, simple union, ecstatic union, and consummate union." (De Virtutibus Infusis, Ed. 4, pp. 169, 173.) A contemporary mystical theologian in whose system this idea of two modes, ordinary and extraordinary, is most important is the Carmelite Father Crisogono. de Jesus Sacramentado. For him this is the true thought of St. Thomas himself, and also of some at least of his best commentators (La Perfection et La Mystique selon Led Prin-cipes de Saint Thomas, p. 44). Another point about the present-day Thomistic hypothesis of the gifts that will make many people pause is this: it appears to be indissolubly bound up with the contention that grace is intrinsi-cally efficacious. "We do not find anything in his system [Suarez's] corresponding to the idea, dear to St. Thomas, of actual operating grace, understood in the sense of instrumental prevenient and pre-determining motion, by which the Angelic .Doctor characterized the special nature of the gifts of the Holy Spirit" (Dictionnaire de The-ologie Catholique, in thd article Dons du Saint Esprit, A. Gardeil, 1778). "This interpretation [the doctrine of St. Thomas on grace and the gifts as understood by the great interpreters Cajetan, Bannez, John ~f St. Thomas, and the Carmelites of Salamanca] is for us the 310 November, 1949 AGES OF THE INTERIOR LIFE only true one, the only one which safeguards the two great, prin-ciples of the intrinsic efficacy of grace and the specification of habitus by their formal object" (Garrigou-Lagrange, Perfection Chretienne etContemplation, II, [99]; see also [54], [59-62], [95]). From ail that has been said, especially in the form of quotations from leading Thomist theologians, on the uncertainties attaching to our knowledge of the gifts ot: the Holy Spirit, it would seem abun-dantly clear that no elaborate, doctrine about them should be pro-. posed as more than a theory or hypothesis. Nor should any major practical norm based on such a doctrine be set up as more than prob-able. I have made a special effort to find indications of these uncer-tainties in The Three Ages, I found very little indeed. The princi-pal' one seems to be implicit in this sentence: "The great majority of theologians hold with St. Thomas that the gifts are really and spe-cifically distinct from the infused virtues" (I, p. 73). Therefore it ¯ .is admitted that not all theologians agree on this particular funda-mental point. On the other hand a reader might expect that he is being treated to something that is especially reliable. Under the heading, "The Aim of This Work," the author announces that he will try to avoid the danger of "many pious books that lack a solid doctrinal foun-dation" (I, p. 9). In the Preface he writes: "We insist far more on the principles ge.nerall~ accepted in. theology!, by showing their value and their radiation, than on the variety of opinions on one particular point or another proposed by often quite secondary authors . The complexity of certain questions ought not to make us lose sight of tb~ certitude of the great directive principles that illuminate all spirituality" (I, p. xi; italics inserted). "For a clear understanding of the nature of the mystical union, we must treat of the influence of the Holy Ghost in the perfect, soul by recalling the most indisputable and lofty principles commonly taught on this subject" (II, p. 511) ,, The fact remai.ns, unfortunately, that much of The Three Ages is uncertain and questioned by perfectly orthodox Catholic authori- .ties. 4. To come now to the great central thesis of The Three Ages, namely, that infused contemplation comes within the normal devel-opment of the supernatural life. It is after all much less significant than one might at first think. (1) It embodies no great new dis-covery nor corrects any old error; (2) the attenuated-infused con- 311 G. AUGUSTINE ELLARD Review for Religious templa.tlon which it holds out in prospect for all whose supernatural life evolves normally is not, considered as a form of human action or experience, very different from mental prayer that is acquirable; (3) the thesis suffers from being so closely associated with a ques-tionable theory of the gifts; and lastly, (4) various e~ceptions to it are admitted. (1) Father Garrigou-Lagrange writes: "In contradistinction to acquired prayer, infused contemplation is generally defined as a simple and loving knowledge of God and His works, whicFi is the fruit, not of human activity aided by grace, but of a special inspiration of the Holy Ghost" (p. 310). Contemplation "proceeds . . . from living faith enlightened by the gifts of the Holy Ghost, especially by those of understanding and wisdom, which render faith penetrating and sweet. "Supernatural contemplation thus conceived, supposes the special inspiration of the Holy Ghost, which His gifts dispose us to receive with promptness and docility, as the widespread sails on a boat receive the impulsion of a favorable wind; then the boat advances more easily than by the labor of the rowers, a symbol of discursive meditation united to the practice of the virtues. From this point of view, contemplation, because of the special inspiration which it supposes, deserves to be called, not acquired but infused, although at the beginning it may quite frequently be prepared for. by reading, affective meditation, and the" prayer of petition. The soul thus actively prepares itself to receive the special inspiration of the Holy Spirit, which will at times be strong enough so that discursive medi-tation will no longer be necessary . These acts of love and 6f penetrating .and sweet faith are said to be infused not only because they proceed from infused virtues, in this case from the theological virtues, but because they suppose a special inspiration of the Holy Ghost, and because we cannot move ourselves to them with the help of common actual grace. In this case God mov.es us, not by inclining us to deliberate, but to acts above all discursive deliberation." (II, 281--2.) If this is all that is meant by infused contemplation, wh~ would deny the thesis, and what has all the argument been about?. Some. would quegtion what is said about the gifts, but hardly anybody would directly and categorically contradict the thesis itself. Since all acknowledge some sort of doctrine, at least as probable, about the gifts, who would not admit that in accordance with the providence and designs of God the mental prayer of all should be enlightened 312 No~emb~r, 1949 AGES OF THE INTERIOR LIFE and enhanced as much as possible by special inspirations coming from the Holy Spirit through the gifts? Certainly this is not the essential analysis which certain theo-logians have had in mind in denying that infused contemplation comes within the regular development of the interior life. For Father Poulain mystical contemplation consists essentially in an experimental perception of God's presence (The Graces of Interior Pra~ter, chapters V and VI) ;and for Farges, in "an experimental sen-sation of the divine, that is, in an immediate intuition by the con-sciousness, more or less clear o~ obscure, of the presence in our souls of' God or a supernaturai object, the essence whereof remains unknown, which produces a sentiment of admiration and love, suspending more or less the powers of the soul" (Mgstical Pheno-mena, p. 57). According to Father Crisogono del Jesus Sacramen-tado, "infused contemplation is an affective intuition of divine things, resulting from a special influence of God in the soul . This actual grace is received in the habits of the gifts of understanding, knowledge and wisddm, which, at receiving it, are actuated according to their extraordinary operation . This operation of the gifts, which takes place in a superhuman way, is the act itself of infused ¯ contemplation." (Compendio de Ascetica g Mistica, pp. 164-5.) Father Crisogono holds that all are called to the perfection of the gifts working in their ordinary, but not in their extraordinary, mode. The two great doctors of the Church, St. Francis de Sales and St. Alphonsus de' Liguori, specialists also in spirituality, and, one would presume, cognizant of tradition, surely would have advocated for all a form of mental prayer that is full of inspirations from the Holy Spirit. If highly developed gifts and the resulting graces had been sufficient in their opinion to entail infused contemplation, they could hardly have written as they did. Thus St. Francis wrote: "Blessed are they who live a superhuman and ecstatic life, raised above themselves, though they may not be ravished above themselves in prayer. There are many saints in heaven who were never in ecstasy or rapture of contemplation. For how many martyrs and great saints do we see in history never to have had any other privi-lege in prayer than that of devotion and fervor." (The Love of God, VII, 7.) And St. Alphonsus: "The aim of the soul here ought to be single, namely, union with God; but that the soul should attain to perfection, there is no necessity of passive union. It is sufficient for 313 G. AUGUSTINE ELLARD Reuiew for Religious it to arrive at active union . Active union is perfect conformity with the divine will, and in this certainly the whole perfection of divine love consists. 'Perfection,' St. Teresa says, 'does not consist in ecstasy; on the contrary, true union of soul with God is union of will with the divine will.' This union is necessary, but not the pas-sive; and those souls that have only the active, the same saint says, 'can have far greater merit; because they suffer greater toil, and the Lord directs them like strong men, and the consolations which they do not have in this life are reserved for them by God and will be given by Him in the next life.' Cardinal Petrucci says that without infused contemplation the soul can indeed well arrive, with the benefit ¯ of ordinary grace, at a~nnihilation of its own will and at transforming it into God's, willing nothing else than the will of God . Whence he adds that since in this is the whole of sanctity, nobody ought to desire and seek from God anything else than to be directed by Him and with His help to accomplish His will."(Praxis Confessarii, Num. 136 ; italics as in the original.) , .Similarly, Pope Benedict XIV in writing his famous standard work De Servorum Dei Beati~icatione attributes infused contempla-tion to "a special favor of God" (XXVI, 7). Moreover he observes that a number of perfect persons have been canonized although in their processes nothing was said about infused contemplation (Op. cir., XXVI, 8). From the foregoing we may safely conclude that besides infused contemplation understood as prayer characterized by the gifts of the Holy Spirit there has also evidently been another concept of it in quite orthodox Catholic authorities. If in interpreting the thesis it be added also that prayer consti-tuted by the influence of the gifts (II, 313) is essentially just what the mystics and in particular what Saints Teresa and John describe, a critical reader might interpose: "Do you propose this analysis of fact and this theory of the gifts as certain or as probable? If prob-able, .very well; no objection. But if certain, on what grounds? What is the evidence?" (2) The infused contemplation proposed as coming within the normal development of the spiritual life is not, in terms of what is humanly noticeable, very different from the highest form of acquired prayer. Neither at its inception nor in the course of its progress nor at its culmination does it appear to be a strikingly different phenome-non in consciousness. Whatever is to be said metaphysically about 314 November, 1949 AGES OF THE INTERIOR LIFE the nature, formal objects, and so forth of the virtues, the gifts, the various kinds of mental prayer, and so on, psychologically and morally and practically there may be no observable difference oetween this infused contemplation and the prayer which just pre-cedes it. Into the two forms both the virtues and the gifts enter. If it be (according to the theory) the influence of the gifts which "constitutes" (II, 313) infused contemplation, the change need not be great enough to be discernible in consciousness. The author fully admits "that the transition from the last acquired prayer to initial infused prayer is not so clearly distinguished" (II, 328-330). Repeatedly he suggests that it may take "an experienced director" to notice that the one has succeeded the other. "A simple and loving.attention to God . . . cannot, in fact, be prolonged without a rather manifest intervention of the gifts" (Christian Perfection and Contemplation, 329). In this case it would seem that nothing but the prolongation calls for infusion. This quotation is taken from a context in which "the nature of the mystical state" is being explained. Moreover even in the course of the acquired prayer of recollec-tion the~e will be isolated acts of infused contemplation (I, 245). So much for the beginning of infused contemplation considered as a conscious experience. If now in the ulterior stages of it, espe-cially as they are described by St. Teresa, one separate the accidentals from the essential, surprisingly little will be left. "The degrees of contemplative prayer are chiefly those of the growing intensity of living faith, of charity, and of the gifts of the Holy Ghost which correspond to them" (II, 299). It seems that nothing is essential~ beyond "only an infused light: the special illumination of the gifts of understanding and wisdom" (II, 317). It even appears that ecstasy is not essential t(~ the stage called "ecstatic union" (II, 344). By what criterion the distinction between essence and accidents is made does not stand out very clearly. Not even the supreme and rare state of the mystical marriage is very marvelous as an experience. "According to St. John of the Cross, the essential basis of this wholly eminent state is in no way miraculous; it is, says the Saint, 'the perfect state of the spiritual life,' being here on earth the culminating point of the development of the life of grace and of the love of God . In the transforming union the higher faculties are drawn to the innermost center of the soul where the Blessed Trinity dwells." (II, 529.) The gift of 315 AGES OF THE INTERIOR LIFE Review for Religious wisdom, which exists also in the most stupid soul possessing grace, is, when fully developed, sufficient to account for it. One might well wonder whether the great mystics who vehe-mently lamented their utter inability to describe (heir absolutely ineffable experiences would recognize them in the results of Father Garrigou-Lagrange's analysis. (3) Nor are the force and significance of the central thesis 'increased by having it lean so heavily for support upon the author's uncertain theory of the gifts of the Holy Spirit. In itself the thesis is quite independent of that particular doctrine and need not stand or fall with it. But as a matter of fact it is proposed as in part a consequence of the theory and from this point of view it cannot lay claim to greater probability than the theory upon which it is based. (4) Lastly, the doctrine that infused contemplation comes within the normal development of the spiritual life is rendered still less significant by a rather liberal admission of exceptions: "Infused contemplation is,. in principle or in theory, in the normal way of sanctity, although there are exceptions arising from the individual temperament or from absorbing occupations or from less favorable surroundings, and so on" (I, x). If, therefore, to return again to the general import of the central thesis of The Three Ages, it be taken to mean merely that contempla-tion marked or constituted by the "special inspirations" of the gifts comes within the evolution of the supernatural life, hardly anybody will simply deny it, but some careful thinkers will have doubts about the theory of the gifts, and some may ask: "But what does it mean in terms of human experience or action? What noteworthy difference does it make in one's substantive kn6wledge and love of God?" If the thesis be interpreted also to signify that these effects of the gifts and what is essential in the experiences, say, of St. Teresa and St. John of the Cross are one and the same reality, then there is the problem of determining what in empirical terms that essential is (the conclusions of others differ very widely from Father Garrigou- Lagrange's), of adequately accounting for it with the uncertain theory of the gifts, and thirdly of showing that it is in store for everyone whose spiritual life evolves as it should. The thesis is not that St. Weresa's or St. John's experiences in their integrity are part of the regular spiritual growth. Whether the principal contention of the work be true or not, 316 November, 1949 "WE ARE HIS MEMBERS !" it will, I think, because of the way in which it is presented, be mis-understood by many devout people and lead to much disillusionment and discouragement. Thus it seems, to conclude very briefly, that The Three Ages of the Interior Life is a great work, great in its faults as well as in its excellences. "We His Members!" M. Raymond, O.C.S.O. When men shall say to you: "'Lo, Christ is bete! Lo, Christ is there!'" Belieue them! And know that thou art seer When all thy crging clear Is but: "'Lo, here! Lo, tberet. Ah, me. Lo, everywheret."" --- ~RANCIS THOMPSON. IWANT every priest of God and every religious vowed to Him to be unalterably happy.I i know that they can be so if they will become rightly self-conscious and consequently acutely Christ-conscious. There is the ~vord that spells beatitude here as well as hereafter; for there is the ~vord that means sanctity. It was the great St. Francis de Sales, I believe, who said that one motto lived is enough to make a saint.IrvMay I suggest as a life-line and as a saint-making motto the thrilling truth that "We are His members!" To see any baptized person sad has always given me pain, but when that person wears the livery of Jesus Christ that pain becomes acutely agonizing; for it is so simple a matter to develop a Christ-consciousness that will preclude forever all possibility of real sadness entering the center of our souls! Now do understand me. I am not saying that there is a short cut to sanctity. There isn't. The road winds up hill all the way. But there are means of simplifying life, of unifying our efforts, of integrating our personalities ,~0 that the uphill climb is less difficult, our complex existences become intelligible wholes, and our every act or omission conspires to our grand objective. One such means is that 3!7 M. RAYMOND Review [or Religious offered in our day by Divine Providence--the doctrine of the Mysti-cal Body; or, as I put it above: living conscious of the fact that "We are His members." What happiness does not this consciousness bring to self! It tells you your dignity as an individual in a d;iy when individual dig-nity in every sphere of life from the economic and political to the military and social is utterly denied. It tells you, you are a member of Him who is Might and Majesty, Meekness and Marvel,' true God and true man. It tells you that you have been lifted from the insig-nificant to a position wherein you mean much to the all-independent Divinity. It tells you that you have a work to do for the Almighty, which, if not done by you, will remain undone forever. In letters that shine like gold against black velvet Plus XII made this truth real in his Mgstici Corport's when he wrote: "The Head needs His members." How can you be unhappy when you realize you mean so much to God and have so important a work to do for Him? The Cur~ of Ars once said: "Even if there were no hereafter, ' it is Heaven enough to work for God on earth." No religious, conscious of his calling, will question the Cur~'s statement. But that does not mean that you will not know difficulty. That does not mean that humiliations will not come your way; that you will not fail in many an enterprise; know shame, ignominy, defeat. That does not mean that you will not suffer both physically and mentally. It does mean that you will know what to do with all these things when they do come your way. It means that you will be happy not only in the midst of sufferings but precisely because you are suffering. For you will ever live conscious of the fact that you are to "fill up what is wanting to His Passion," as St. Paul so joyously states it; conscious of the fact that you can now "rejoice that you, in some slight degree, resemble your Lord and Master," as St. Ignatius so pointedly puts it; conscious of the fact that it ill becomes you to be a "weak member under a Thorn-crowned Head," as St. Bernard so boldly and beautifully expressed it. Let the "slings and arrows of outrageous fortune" batter and pierce you through and through, you can't be unhappy so long as you are con-scious of the fact that you are His member. And oh! how your attitudes toward all others change once you have this truth in your blood and being. How you love every human being just because he or she is an actual or a potential member of 318 Nooember, 1949 "WE ARE HIS MEMBERS !" your Christ; has a part to play in the Great Drama of the Redeem-ing; can complete the Passion of your Savior; has a work to do that no one but be or she can do; is dear to your Father, God; beloved of your.Mother, Mary; is, further, part of the same Body as you! How can jealousy, envy, bitterness, enmit3~, antipathy enter your soul? "The eye cannot say to the hand: I need not thy help; nor again the head to the feet'" (I Cot. 12:21). Your hand does not envy your eye because it caffnot see. Your. ear is not jealous of your tongue because it cannot taste. Then why should you be jealous or envious of some other member of Christ because he or she can do things you cannot do? You won't be. You can't be. Rather you will rejoice if this one has ten talents and you only one. You will exult over such a one's ability to do so much more for your Head than you are capable of doing. Yes, all smallness leaves your life as soon as you live the truth that "We are His members." And how kind you become! The great Flemish mystic, Ruysbroeck, once said: "Be kind. Be kind. Be kind. And you'll be a saint." Here's a motto that makes kindness not only easy but an urge. In times past, some of us have been unhappy because of the work assigned us. Had we been living the doctrine of the Mystical Body we should never have known anything but blessed content-ment, even exul~ant joy; for we would have realized that our every act done "through Him, and with Him, and in Him" was powerful beyond all expression! "Actions," philosophers tell us, "belong to the person," not to the members. We pay the typist, not the typist's fingers. We honor the hero, not his eyes, hands, or feet. For we know actions belong to the person, not to his members. Think, then, of your every act when you act as a member of Christ's Mysti-cal Body. Think of your tiniest deed: sweeping a floor, making a bed, washing a dish, dusting a chair--they are acts of.the Mystical Christ! Can any assignment, then, be a cause of unhappiness? Do you see how this doctrine covers everything: Yourself, others, your works, your sufferings, your triumphs and defeats. Will you allow me one short example of how it works? Last 2anuary I was out of my monastery for the first time in thirteen years. 2ust what such a strange experience would mean to others, I do not know, but I do know that for me it was something in the nature of a "vision." I saw Christ. For over a month I saw Him suffer, agonize, and die in a hospital called St. Joseph's Infirmary. 319 M. RAYMOND "Review t:or Religious I saw Christ in old Brother Hugh whose sight was dim, hearing gone, and power of speech paralyzed. In him I saw Christ agonize as cancer gnawed his vitals away. I saw Jesus even more clearly in an infant of two months whose rapidly growing brain tumor would soon bow that head in death, and Innocence would once again have "given up the ghost" because of sin. I saw our suffering, sacrificing Savior in two nurses, one just about to graduate, the other a gradu-ate of two years, who, standing star-eyed and eager, ready for life, learned that they had better make ready for death, since creeping paralysis had made its first appearance in one and cancer of the lymph had doomed the other. From dawn to dusk and from dusk to dawn that hospital breathed for me, and it was the breath of Jesus Christ. For over a month I was witness to the Great Drama of the Redeeming as I saw Christ paying for sin in bodies that were His by right of baptism. I saw Salvation being won for the world; for that hospital appeared to me as a chalice and every pang of pain as so much blood being poured into it. How could I view it otherwise when I know that we are the "pIeroma of Christ" who are to fill up what is wanting to His Passion? (Cf. Col. ~:24.) . How could I or anyone else fail to see the crucifixion when I stood staring at bap-tized human beings on the cross? Yes, I saw Christ; for "we are His members'!" Do you see how easy it is? Do you see what a different outlook it gives, on life and all things in lif~, The late Archbishop Goodier, S.J., gave a formula for happiness in his brochure A More Excellent Wa~1. It is to "crawl in through the wound on Christ's side, go down deep into His Heart, then look out on the world and all things in the world with His eyes." Had we not the doctrine of the Mystical Body that formula might se~m impossible of fulfill-ment. How does Jesus look upon human beings? Does He not see them as either actual or potential members of His Body? Can't we see them in the same light? How does Christ see the "feeble" and "less honorable members"? St. Paul tells us. "Those that seem to be the more feeble members of the body, are more necessary" (I Cor. 12:22). Don't you see the utter impossibility of ever looking dgwn on anyone? of ever despising a single human being? of ever having a low or mean opinion of anyone who breathes? So long as I am Christ-conscious, I love; so long as I love, I am like God. The Archbishop's formula is possible of fulfillment, else God the 320 November, 1949 "WE ARE Ills MEMBERS !" Holy Ghost would never have commanded us through St. Paul: "Put ye on the Lord, Jesus Christ" (Rom. 13:14). Nor would He have told us to "Let this mind be in you which was also in Christ Jesus" (Phil. 2:5). Hilaire Belloc has rightly said, "A man is his mind." If we would be what God made us to be and our deepest instinct craves to be, we will acquire the mind of Jesus; for Dietrich yon Hildebrand stated truth truthfully when he said, "The essence of sanctity is transformation into Christ." Sanctity is made relatively easy, then, by the development of Christ-consciousness: for nothing is better calculated to work this transfo.rmation than the constant appreciation of the fact that "We are His members." There is not a true religious who does not long to "radiate Christ" pedectt~l. But that longing will be like the barren fig tree--a thing Of beautiful foliage but bare of fruit--until the Light of the World glows in the very core of our beings, until the last feature of.the Face iaf Christ is sealed into our souls, until every beat of our hearts synchronizes with the pulse of His great Heart. Baptism sufficed for incorporation in Christ, but it does not suffice for transformation into Him. No. For that we need to be im-mersed, absorbed, lost in Christ Jesus. All of which is possible by living the truth of the Mystical Body. But by living I mean living. Look!. There is not one of us who does not know that the life of Christ pulsates in the person of every-one who is in the state of grace; that down in the depths of those souls the Holy Trinity dwells; that thelight in their eyes tells the same tremendous truth as does the flickering flame of the Sanctuary Lamp: God is here. Yes, we all know that. .But how many of us live conscious of those facts? Which of us does not know that the Holy Ghost is the soul of the Mystical Body? that, being the soul, He is present "'totus in toto, et totus in qualibet parte'" ("entire in the whole, and entire in every part of the whole")? Who does not know that the soul elevates, unifies, identifies, and vivifies? But bow many of us make the appli-cations and draw the consequences? My fellow priest, my brother or sister in religion has been elevated to a dignity that astounds. He or she can not only be defined as a "creature composed of body and soul," but also may be described as "body, soul, and Holy Ghost!" He or she is more than human; has been made so by God the Holy Ghost. What respect, reverence, awe, and admiration I should have 321 M. RAYMOND ~evieu~ [or Religious for my fellow! But besides elevating, the soul identifies and unifies. The Holy Ghost unites all the cells of the Mystical Body to the Person whose Body it is. How close my fellow is to God! How close he or she is to me!. We know these mind-staggering truths. We even teach these marvels and mysteries to others. But how often do we live conscious of these facts? The rod of Aaron is in our hands. It is in beautiful flower. But we . May I suggest a plan whereby you can become wide awake to these joy-filled and joy-producing realities? Why not integrate your life by-means of this marvelous doctrine? Let your meditations for an entire year be on nothing but this wondrous truth. You know, M. Anger has proved in a masterly thesis that this doctrine is the white heart of the Kohinoor which is Dogmatic Theology. He shows that every light that leaps from those mahy facets has its origin in Christ who is the Light of the World. Our meditations should be on nothing that is not ioundly dogmatic. - But to make these meditations fruitful we needs must read. Thanks be to God, whole shelves can now be devoted to literature on the Mystical Body. After Anger-Burke one could read Emile Mersch, S.2., then John Gruden, and Edward Leen, C.S.Sp. Fol-low'these with Fulton Sheen, Raoul Plus, S.J., Daniel Lord, S.d., Carl Adam, and William McGarry, S.d.,--to name but a few. There is more than a year's reading matter for any religious, and reading that will make meditations throb. To integrate our lives we must add examen to our readings and meditations. Couldn't we spend a year--or even two--with this doctrine as our particular examen? The development of this Christ-consciousness would be a main objective. We could practice it in so many different ways: conscious of my own membership; of my neighbors; of all men; conscious of the soul of the Mystical Body throbbing in me--in others; conscious of the dignity and worth of my actions when done "through, with, and in Hfm." Variety would not be wanting and unity would be assured. If reading, meditation, and examen go together for a year promise a consciousness that will have you "looking out on the world and all things in the world with the eyes of Christ." I promise you an integration that will effect a transformation. I promise a happiness the world canfiot give"or take away. I am sure that most of you will see how this simplifies the spit- 322 Noaernber, 1949 QUESTIONS AND ANSWERS itual life since it is a system that includes all other systems. In it abandonment, trust, detachment, purity of intention, presence of God, union with the Divine Will are all contained. I cannot be Christ-conscious without being or having all the others. It is a system that will unify one's entire existence; for there is nothing that I can think, do, or say legitimately that cannot be thought, done, and said "through Him, with Him, and in Him." It is a system from which all movements derive and to which they'all lead; for what is the Liturgical Movement if it is not centered in the Mass; and what is the Mass if not the Sacrifice of the Mystical Body, as Pius XII has so insistently proved in his Mediator Dei. What is Catholic Action if not begun, continued, and ended through, with, and in Christ 3esus? That is why I have dared to offer the motto and to say: "Try it and see if it doesn't simplify, unify, integrate your life, and make you what God made you to be and what I long for you to be--verd happy!'" The rod is in your hand. It is flowerin!! Ques Jons and Answers What is to be thought about the followlncj statement which appeared in the pubffe press last August: "Plans for a profound reform . . . likely the most drastic the cloistered monasteries and nunneries have undergone since the Council of Trent ended in 1563 . . . are in an advanced stage ¯ . . and are planned for promulgation in 19S0. The reform is designed in large part to make inmates of cloistered convents more effective as agents of the Church in its current world-wide struggle." Lik~ so many newspaper reports concerning religious events, this one, while having a foundation in fact, is grossly exaggerated. For-tunately an answer to the above statement was given by Father Arcadio Larraona, undersecretary of the Sacred Congregation of Reli-gious, on August 22, 1949. He explained that there is no question of a vast reform of cloistered orders, but of certain mitigations, required by the ~xigencies of modern times. He mentions two such mitigations. Modern conditions require that a mitigation in. the rule of cloister be made to allow nuns to leave the enclosure for medical and dental treatment, and for similar purposes. Again,.in the after- 323 QUESTIONS AND ANSWERS Revieu~ [or Religious math of the war, some monasteries of nuns are literally starving because they can no longer support themselves aft they did before the war. In such cases the Holy See has advised a modification of the rule of enclosure to permit the nuns to engage in activities providing an income for the communities, such as conducting schools, orphan-ages, and the like. However, in such cases, the essentials of the con-templative life must always be maintained. Father Larraona also indicated that there exists a tendency toward confederating cloistered communities of religious women in countries where economic reasons or a reduction in the number of cloistered nuns indicate the need for such a trend. There is however, no ques-tion of any imposed reform, but the spirit of the autonomous insti-tutions is always considered and preserved. Such federations are on a purely voluntary and very limited basis. In conclusion Father Larraona explained that papal directives to religious institutes, urging them to organize their activities in accord-ance with the changes in the social conditions of the world, do not signify any impending reforms to be imposed by the Holy Father. May a Sister on nursing duty in a hospital wear a gold and silver graduation pin on the religious habit? Is this contrary fo article 67 of the Normae of 1901 which forbids ornaments of gold or silver to be included in the rel~glous dress? Let us first quote article 67 of the Normae in full before answer-ing our question. It reads as follows: "With the possible exception of a small and simple cross or medal of silver, no gold or silver orna-ments should be worn. In those ornaments which are allowed new images or inscriptions not as yet approved by the Church are not to be tolerated. Silk garments are not allowed, nor silk ornaments or others which betray vanity and cause complaints or laughter." Generally speaking, graduation pins are not to be worn by reli-gious women except on special Occasions such as alumnae reunions and the like, provided superiors think it well to let the Sisters iden-tify themselves as alumnae. It can happen in a hospital that graduate nurses are required to carry on their person some sign of identification. In that case the superior could allow the Sisters to wear their graduation pins. But no Sister should take it upon herself to wear such a pin without the permission of her superior. What was forbidden by the Norroae was 324 Nooember, 1949 QUESTIONS AND ANSWERS the wearing of ornaments as sucli, f~)r vanity's sake. The wearingof a graduation pin for purposes of identificationwould not come under that head. It may not be out of place Norrnae of 1901 were not laws a set of ideal constitutions for Sacred Congregation set up for constitutions submitted to it for article 67 of the Norrnae found tions during the course of the article 67 of the Norrnae, but as approved by the Holy See. here to remind our readers that the binding religious directly, but rather a religious congregation which the itself as a guide in approving new the approval of the Holy See. Thus its way into many sets of constitu-years. It obliges religious, not as an article of their own constitutions ~2-- Is there any ecclesiastical regulation that prohibits Sisters from holding the position of organist in parish choirs that have both men and women members.'; While there is no express prohibition to be found in the Code ot? Canon Law nor in the Councils of Baltimore, still anumber of diocesan statutes forbid Sisters to function as .organists in parish churches. To give but one example, Statute 184 of the Fourth Pro-vincial Council of Portland in Oregon (1934) reads as follows: "We forbid religious women to act as organists or choir directors, except in the case in which boys and girls still attending school make up the choir." Moreover, we think it is not in conformity with the general spirit of the religious life for a Sister to act as organist for a mixed adult choir and it may be a source of disedification to the faithful. In practice, no Sister should undertake to play the organ for a mixed choir of men and women without theexpress permission of the local ordinary and of her own higher superior. ---43-- May a religious teacher who has "class money" in his keeping, or extra-curricular funds, use these in whole or in part for personal reasons? Is his superior at liberty to give him such a permission? Or must such funds be used for the purpose for which they were collected, or for things to be used by the students for their betterment, such as charts, reference-books, and the I~ke? If we understand this question correctly, the "class money" 325 BOOK REVIEWS Review for Religious referred to is money that actually belongs to the class: not to the school as such, nor to the religious community. In o~her words, it is a common fund to which individual students have contributed with the understanding that the money be used for certain specific pur-poses. A religious superior has no power to give.permission to use such money for personal reasons; and neither the superior nor the teacher should use the money for any but the specified purposes unless the class freely consents to this. 1 oo1 Reviews THE DAY WITH JESUS AND MARY. By the Dominican Sisfers. Pp. 143. The Bruce Publishing Company, Milwaukee, Wisconsin, 1949. $2.50. This book seeks to help one develop a consciousness of God's presence during the day through recalling the fifteen mysteries of the Rosary. The hour from five to six is dedicated to the Annunciation, from six to seven to the Visitation, and so forth. At the beginning of each hour one offers his own work bf that hour in union with the work of Jesus and Mary suggested by the mystery of that hour. And with the discussion of each mystery, this book gives'a few biographi-cal facts about two saints (one Dominican and one other) who were outstanding in the virtue suggested by this mystery. For instance, upon awakening in the morning, one recalls the Annunciation and offers the coming hour in union with the joy of all the saints, espe-cially St. Dominic or St. Philip Neri, in the blessings of the Incarna-tion. The moral reflections are the standard ones, the saints chosen are appropriate enough, the style of writing very plain. The value of the book will lie in the appeal of the idea of dedicating each hour of the day to a mystery of the Rosary. For those to whom it does appeal it has a double advantage; it makes the Rosary a living thing, and it gives one a clear center or focus for his spiritual thought~ of that hour. For how many would such a plan work? The Holy Spirit has many ways of aiding our growth; one way of finding out whether any plan will suit me is to give it an honest trial. That God wishes us to recall His presence habitually, that He wishes us to model our lives upon the mysteries of the Incarnation, that the hourly recollec-tion method has worked for some--all this is clear. It: the number 326 Not~ember, 1949 BOOK REVIEWS is comparatively small, I think the chief reason is that the number of those who have made persevering effort to live in God's presence is also comparatively small. God certainly wishes all religious to have a spirit of recollection through the day; theref6re He wishes us to use what natural means we find at hand to develop this spirit. The end is valuable enough to urge us to try various means until we find one suitable to us. This book could help many in this searching. --2T. N. JORGENSEN, S.d. SHE WHO LIVED HER NAME. By Marie Rene-Bazln. Pp. 208. The Newman Press, Wesfm~nsfer, Maryland, 1949. $3.00. "The ways of Providence are, as a rule, of a marvelous sim-plicity, but they are made intricate by man's timidity and blindness. When, however, God finds a soul childlike enough to trust Him unflinchingly and eager to follow wherever He leads, He enfolds it in the unity of His plan and mirrors in its depths something of His unique simplicity." Thus opens the biography of the Foundress of the Helpers of the Holy Souls. Mary of Providence, or as she was known in the world, Eugenie Marie Joseph Smet, was born on March 25, 1825, at Lille, France. Reared in a good Catholic home, she was struck by two important teachings of the Church: Divine Providence and purgatory. A woman of action, an enthusiast and organizer, she was driven by a spiritual life dominated by these two truths to found a congregation which by prayer and suffering would make its principal aim the release of the suffering souls from purgatory. Fearful of illusion on her part, Eugenie set up several "signs" by which she would know that her plan was pleasing to God. Among them was that the Holy Father would send her his blessing on the venture, prior to the sanction of the bishop of the diocese. All the "signs" were fulfilled. The Cur~ of Ars, when asked his advice, told her to found the order whenever she pleased. On July 1, 1856, the Helpers of the Holy Souls had their motto, "Pray, Suffer, Labor" (for the souls in purgatory), their name, their motherhouse, and not much else. By" 1867, they .were landing in China to establish the Seng-Mou-Yeu house near Shang-hai. At the same time in Paris, Mary of Providence was suffering much. The Helper of the Holy Souls felt that she was being con-sumed by fire herself. While Prussian shells whistled over the house-tops during the siege of Paris, she lay dying of malignant cancer. ,327 BOOK NOTICES She had always had a dread of five things: leaving her family, founding a community, seeing her daughters in want, getting into debt, having cancer. "Well, by the grace of God," she said, "all five happened to me." The heroic foundress died February 7, 1871, at the age of 46. The author of the biography, daughter of the late novelist Ren~ Francois Bazin, has written the work carefully enough, quoting heavily from the d, iary and writings of Mary of Providence. One could wish, however, for the personality traits, the telling touches which make a holy person flesh and blood.-~R. A. RUDOLF, S.J. THE HAPPINESS OF HEAVEN. By a Father of the Soclefy of Jesus. Pp. 372. The Newman Press, Westminster, Maryland, 1949. $2.50. After. having been hidden aw~y nearly eighty years in convents, monasteries, and novitiates, this gem is now dusted off and presented once more for the enjoyment of the Catholic reader. The author, Father Isidore Boudreaux, was a master of novices in the Jesuit novitiate at Florissant, Missouri, but his name was withheld from most of the early editions. The present edition is planographed and is presented without revision of the original. Besides. discussing the essence of heavenly happiness, namely, the beatific vision, Father Boudreaux also answers many little questions of interest to the earthbound. Is there a social life in heaven? What will our bodies be like? Will all be equally happy? Answering these and many other queries, the author has covered practically all that we can know about the next life. The subject matter, due to the its very sublimity, is quite diffi-cult. Father Boudreaux witl~out abandoning sound theology has treated heaven in.a way that should make The Happiness of Heaveb required reading for all priests and religious, and a source of great comfort and courage to Catholic laymen.--M. HAGhN, S.J. BOOK NOTICES Fatima is truly of great importance to us today. The passage of the "Pilgrim Virgin" through our country has led many hundreds o.f thousands to a deeper consideration and understanding of this importance. Wherever the statue went, great crowds flocked to venerate it and to fulfill Mary's desires by confessions, Communions, Masses, and rosaries., One of the highlights of the trip was the. week at St. Meinrad's Abbey, Indiana. A detailed history of the careful 328 Noeember, 1949 BOOK NOTICES preparation for the week and of the complete success of the celebra-tion is given in the book FATIMA WEEK SERMONS. A sixteen page introduction by. the Abbot (Rt. Rev. Ignatius Esser, O.S.B.) tells of the pre!barations, of the handling of the crowd of 125,000 that attended, and of that crowd's devout spirit. The thirty-eight sermons given in the book are the Marian talks delivered during the week. They treat of Fatima and of the Marian virtues most closely associated with the Fatima message. These talks were given by thirty-eight different priests and naturally vary in value, but a judicious assigning of topics to the speakers kept repetition of thought to a minimum. This is a valuable book for one studying the history of the Fatima devotion and for one who plans any big Marian celebration. (St. Meinrad, Indiana: The Grail, 1949. Pp. 170. $1.00 [paper].) THE MYSTICAL ROSE, by Father Hubert, O.F.M.Cap., is a small book of scarcely more than pamphlet size treating of Mary's hidden beai~ty and love through a discussion of her fullness of grace, her virginity, and her divine maternity. The style is fluent and poetic, but the book is often repetitious and verbose with a wordi-ness that hinders rather than heightens clarity. Despite this fault of style, the book has merits which lead one to a meditative reading and rereading of many passages which tease one to further thought. (Westminster, Maryland: The Newman Bookshop, 1948. Pp. 79. $1.75.) FAITH AND A FISHHOOK, by Sr. M. Charitas, S.S.N.D., is a book of thirteen chapters presenting in chatty style selected anecdotes from the lives of our Lgrd, eleven saints, and the Archangel Raphael. "It is unfortunate that the author attempts to attract youthful readers to the religious life by telling them that this life "asks far less sacrifices than any other state"! In fact, the religious life is so easy that "it takes huge courage not to become a religious" (p. 122). Not only are such statements false, but they are apt to dissuade, rather than to encourage prospective postulants. (Milwaukee: ~Fhe Bruce Pub-lishing Company, 1949. Pp: ix q- 164. $2.50.) HOT EMBERS, by Sister M. Charitas, I.H.M., devotes most of its short twenty-eight chapters to narrating and devoutly commenting on various episodes of our Lord's Infancy, Passion, and Resurrection. A special section makes observations on the lives of St. Theresa of .329 Book NOTICES Review for Religious Lisieux, St. Theresa of Avila, St. John of the Cross, St. Angelus, Simon Stock, Elias. The remaining chapters treat of the Scapular Feast, the Good Shepherd, the Blessed Sacrament, the Sacred Heart, and the Feast of the Immaculate Hea.rt of Mary. (New York: The Scapular Press, 1948. Pp. 205. $2.75.) LITURGICAL ~VIEDITATIONS (Volume I: From Advent to the Ascension; Volume II: From Ascension to Advent), by the Sisters of Saint Dominic, Adrian, Michigan, provides daily meditations for an entire year. Each is in some way connected with the liturgy of the day. Three short points tie Scripture, meditations, and Mass together. The Sanctoral Cycle is naturally devoted to the Saints and. Blessed of the Order of Preachers, as. the work was originally intended by the anonymous writers for the members of their own Order. (St. Louis: B. Herder Book Company, 1949. Pp. viii + 533: 479. $10.00 [set].) THE CURE D'ARS, by Abb~ Francis Trochu, is a reprint of the "standard" life of the great Cur~. The author drew upon the volu-minous records of the process of canonization for his. material. The life was done into English by Dora Ernest Gra.f, O.S.B., and was first published in 1927. As hagiography it is in the older analytical style with the saint's every virtue described in its own chapter. This is "bad" for the plot--but the wh6le plot here is the boundless love of God. (Westminster, Maryland: The Newman Press, 1949. Pp. xxiii -ff 586. $5.50.) TRANSFORMATION IN CHRIST, by Dietrich yon Hildebrand, will give many a new self-knowledge, a new surehess, and some "know-how" in their efforts at Christlikeness. The book has a solid, earnest, inspiring message for all who admit that "before all else, it is necessary for us to grasp the 'height, breadth, and depth' of our vocation, and fully to comprehend the message of the" Gospel which invites us not merely to become disciples of Chris't and children of God, but to enter into a.process of transformation in Christ." The somewhat technical vocabulary of the book will at times make heavy reading for those who have not enjoyed the opportunity of a classicaI education or philosopical training; but

Issue 9.5 of the Review for Religious, 1950. ; A.M.D.G. Review for Religious °~Venial Sin r o P. De LeHer Sensitiveness . Winfrld He;bst On Family Spirit . . ¯ . Gerald Kelly Christ on W)nnincj Friends . Jerome Breunlg ~uestions and Answers Book Reviews Report to Rome VOLUME IX NUMBER RI::VII:::W FOR RI::LIGIOUS VOLUME IX SEPTEMBER, 1950 NUMBER 5 CONTENTS VENIAL SIN--P. De Letter, S.J . ¯ . 225 SENSITIVENESS---Winfrid Herbst, S.D.S ." . 233 FOR YOUR INFORMATiON-- Suggestions for Superiors General; Vocational Questions; Medlco-Moral Problems; Catholic Dailyi C~nfessors' ~Patron; Sisters of St. Joseph; "Mike"; Reprint Series . ~. 236 ON FAMILY SPIRIT--Gerald Kelly, S.J . 237 CHRIST SHOWS US HOW TO WIN FRIENDS--Jerome Breunig, S.J: 252 " BOOK REVIEWS-- Our Way to the Father; The History of the Popes; The Holy See at Work; .Little Meditations on the Holy Eucharist . 256 BOOK NOTICES . . , '. . . ' . 261 BOOK ANNOUNCEMENTS . 262 QUESTIONS AND ANSWERS-- 21. Jubilee Indulgence . , 265 22. Permission for Trips . 265. 23. Authority to Change a Custom . 266 24. What are Norrnae? . 266 25. Collective Nouns Applicable to Sisters . 267 26. Meaning of "the rule." . . 268 OUR CONTRIBUTORS . 268 REPORT TO ROME . 269 REVIEW FOR RELIGIOUS, ,September, 1950. Vol. IX, No. 5. Published bi-monthly: January, March,May, July, September, and November at the College Press, 606 Harrison Street, Topeka, Kansas, by St. Mary's College, St. Marys, Kansas, with ecclesiastical approbation. Entered as second class matter January" 15, 1942, at the Post Office, Topeka, Kansas, under the act of March 3, 1879. Editorial Board: Adam C. Ellis, S.J., G. Augustine Ellard, S.3., Gerald Kelly, S.3. Editorial Secretary: Jerome Breunig, S.J. Copyright, 1950, by Adam C~ Ellis, S.J. Permission is hereby granted for quota-tions of reasonable lengtb, p~ovided due credit be given this review and the author. Subscript,on price: 2 dollars a~year. Printed in U. S. A. Before writin9 to us, please consult notice on Inside beck cover. Venial Sins " P. De Letter, S.J. \ SPIRITUAL authors commonly teac, h that a sure sign of fervor in a religious is the hab.itual avoiding of venial sins, just as tepidity betrays itself in frequent and lightly-committe, d daily faults. Between these two dispositions which are neatly character-ized in their, extreme types is a nearly indefinite number of degrees. The steady effort of good religious aims at approaching the ideal of fervor, which implies a constant care to exclude from one's daily life whatever is sinful. It is worthwhile to consider this negative aspect of the striving for religious perfection, not because it is more important than the positive practice of virtue, especially of charity tov)ard~ God and neighbor, but because this refraining from all that is evil is easily ascertainable and consequently serves as an unmistakable indication of genuine fervor. Concerning this negative aspect of perfection, two questions may be asked: (1) when exactly do we commit a venial sin? (2) what is normally possible, or not possible, as regards the avoidance of venial sins? The first question aims at outlining clearly the scope of the matter under discussion with a view to cen-tering our attention on the really sinful objects and not on what is mistakenly called sinful. The second purposes to define the bound-ari4s within which our efforts may be successful, thus eliminating the danger of expecting what may well be beyond human powers. 1) When do we commit a venial sin? The question is clear and simple. And so is the answer--in the-ory. But how does it work out in practice? When is a thought or a desire or a word or an action a venial sin and not merely a positive imperfection, that is, something which is less good than its opposite .or than its omission but which is not sinful in itself?1 The question lln holding firmly to a distinction between venial sin and positive imperfection, Father De Letter is following what seems to us to be the more common and the better opinion. For a very fine presentation of the contrary opinion, especially with reference to the teaching of St. Thomas and the Thomistic school, see The Morality of Imperfections, by J. C. Osbourn, O.P. We might add here that even theologians holding the same opinion as Father De Letter might find difficulty in agreeing on a list of examples of either small venial sins or positive imperfections. For instance; one of the examples that Father De Letter later gives of venial sin ("deliberate thoughts or words of vanity which reveal an inordinate self-concern or self-esteem") might also be given as an example of a positive imperfection. 225 .P. DE LETTER Ret~ietu/:or Religious is worth asking because-a different, judgment isto be made of what is sinful and what is riot. We commit a sin whene~'er we knowingly and voluntarily go against the manifest preemptive will of God, that is, when we do or choose what He forbids, or neglect what He commands. The sin is venial only, and not mortal, when either the knowledge or advertence or the voluntariness is imperfect or partial (even though the matter be grave), or when the object of the sinful act itself is light whether of itself, as in a harmless lie, or because of parvity of matter, as in a small theft. Accordingly there is a first category of venial sins which may be called defective or miscarried mortal sins. Though of less practical importance for our present purpose, these must be mentioned briefly. They are the sinful actions (or thoughts, etc.) which ordinarily would be grave sins but happen to be venial sins on account of incomplete advertence or voluntariness. In other words, since they are imperfect as human acts, they are also .imperfect as sins. This may be the case with thoughts or desires against purity which are o.nly half noticed or half consented to; or with words or actions against chhrity when the gravity or harm involved is in good faith neither realized nor intended. Though faults of this kind may evi-dently occur in the life of a religious, they are not the ordinary "daily" sins which we are here .considering. Consequently a mere mention of them suffices. The other class of venial sins consists of those thoughts, desires, words, or deeds which of their nature involve only light guilt. Yet, even these are not subjectively sinful unless they are deliberately willed with the realization that they are sinful. In other words, these three conditions must be fulfilled, even in a venial sin: (a) actual knowledge-~either implicit or explicit, clear or confused--that some-thing is sinful; (b) some degree of voluntariness, at least incom-plete; and (c) an evil object, that is, the thing done is, or is thought to be, contrary to a divine command or prohibition. Whenever any one of these three elements is entirely absent there can be no question of even venial sin (except in so far as a culpable negligence might be at the root of them). According to these requirements, an unnoticed distraction in prayer is not a venial sin (as long as it is unnoticed); nor is an unheeded imagination or thought of self-complacency; nor a reflex reaction to some exterior stimulus, such as a sign of impatience; nor an uncharitable thought or unkind word which, without any fault 226 September, 1950 VENIAL SINS of our own, we fail to perceive. In all these cases the first element required for a venial sin--namely, actual knowledge--is lacl~ing. Similarly, the element of voluntariness is absent, for example, in the case of a harassing distraction in prayer which is noticed but not accepted (that is, sincerely rejected); or in a persistent but resisted unkind thought; or in an uncharitable remark that escaped before we could control ourselves. Finally, no positive command of God is disregarded by the omission of an exercise of devotion which is not obligatory; or by not choosing a more perfect andmore difficult way of performing one's duty; or by contenting oneself with what is good without preferring the better; or by recreating well and taking natural relaxation with less supernatural motives; or by talking during times of silence without necessity though not without some usefulness. All these actions .are in themselves good, even though they are less good than other ways of acting. There is not, how-ever, on that score, anything sinful in them. But when thoughts, desires, words, or deeds combine all three elements mentioned: awareness, voluntariness, evil object, they must be called what they are, venial sins. Noticed and accepted distractions in prayer mean irreverence towards the Almighty and consequently are sinful. Thoughts or words against charity which are conscious and voluntary go against the good will we owe all children of God and therefore are sins. The same must be said of a lackof self-control which is voluntary, and of wilful impatience by which we deliberately cause pain to others. Deliberate thoughts or words of vanity which reveal an inordinate self-concern or self-esteem are venial sins because they offend against truth and humility. Thefts of small things, or a lie which is not unjust, a lack of self-control in the matter of food, all these are, supposing some awareness and voluntariness, venial faults because they involve an evil object. Since in all these failings the degree of conscious and free consent may vary, the degree of guilt will also vary accordingly. At times the guilt will be slight, at other times more serious. Often enough it will be difficult for us to determine bow much wilfulness and guilt is involved. But then we may safely leave the estimate to Him who reads the hearts of men. All this teaching of the spiritual authors and moralists looks elementary enough, and so it is. Yet it might be good to stress this one particular point: when in our own daily lives we find defective ways of thinking, speaking, or acting which totally lack any one of 227 P. DE LETTER Ret;iew ~'or Retigious the three conditions of venial sinfulness, we may truthfully and peacefully consider that they are not sins--unless, perhaps, there be some more.or less guilty negligence in their root cause. Consequently, we need not confess them nor endeavor to be sorry for them though we can rightly be sorry for the previous negligence which may be the cause of them. They may well be humbling and unpleasant defects which serve to mortify us. But before God and in our conscience they do not harm us spiritually. No one will doubt all this. Yet it not infrequently happens (as personal experience amply proves) that although we realize full well what we should do from a theoretical point of view, nevertheless, in pr.actice, we are unable to act accord-ingly. If the aforementioned defects are not sinful, there is no humil-ity or sanctity in speaking or acting as if they were. (This does not mean, of course, that there can be no true humility in acknowledging our negligence which is the cause of them.) If they are not evil they do not give rise to th~ spiritually harmful effects which are inherent in venial sins. More particularly, they do not cool the fervor of our charity towards God and neighbor, nor do they prepare the way for serious lapses. Whatever evil is in them lies in their root cause only. Shall we conclude that we need not concern ourselves about them at all? This conclusion would not be fully warrantdd and would not harmonize with the fundamental endeavor of religious life which aims at more than the avoidance of sin. It is right to conclude that we need not see sins where sins do not exist. We should, however, be careful about these morally guiltless defects which may well spring from some not guiltless negligence and easily turn us in the direction of sinfulness. Many of the examples quoted above would cease to be sinless as soon as some degree of awareness and wilfulness would enter into them. The care to be taken concerning them evidently does not consist in directly going against them; in most cases that is practically impossible. But they can be eliminated partially by slowly and patiently building up within ourselves strong psycho-logical habits, which incline us in the opposite direction. For example, if we develop a general disposition of kindness and good will, we slowly create in ourselves a "second nature" that will by itself prevent many an unkind thought or word. As to actual practice, must we believe that it is relatively easy for religious to commit venial sins? At times we are led to believe that we could hardly live an hour or fulfill our ordinary daily duties without committing some venial sin or other. Every idle word, every vain thought, every complacency in success seems to be sinful to 228 September, 1950 VENIAL SINS some extent. May we hope that this fear or opinion is somewhat exaggerated ? Different temperaments and different views may incline different people either to severity or to leniency. But no one will deny the principle which both the severe and the lenient must respect: that the degree of free consent to a forbidden object (which in the case of venial sins is something not grievously evil) constitutes the measure of guilt. Without voluntariness there is no guilt and no sin. The divergencies of opinion will, then, stem from the different estimates as to how much freedom of consent is involved in our defective actions. 2) What is normallv possible, or not possible, in avoiding venial sins? This question may seem somewhat surprising. But it is impor-tant that we ask it and find an answer to it if our endeavor to exclude venial sins from our lives is to be enlightened and effective. It would be useless and harmful in the long run to strive after what is impos-sible. SOoner or later such a course of action would inevitably lead to discouragement in the face of repeated apparent failures. So, too, it would be prejudicial to our spiritual progress if we mistakenly did not try to do what is feasible. In this matter we are not left to personal conjectures and reason-ings or to the teachings of private authors. The Church.has given bet own authoritative and even infallible teaching. Four centuries ago the Council of Trent defined against the Protestants that a man in the state of grace is unable "during the whole of his life to avoid all sins, even those that are venial, except by a special privilege from God such as the Church holds in regard to the Blessed Virgin." And when explaining bow venial sins of their nature do not destroy the state of sanctifying grace the same Council conceded that "during this mortal life men, however holy and just, fall at times into at least light and daily sins which are also called venial." This is a most precious hint which must preserve our endeavor both from presump-tion and from dejection. It clearly states what we'must not expect, and what, therefore need not surprise or disappoint us. We cannot hope to exclude from our whole lives all venial sins; we shall not succeed, however saintly or advanced in the spiritual life we may be. Unless we can count on a special privilege such as our Blessed Lady had received we should be trying and promising ourselves the impos-sible. And who would claim for himself this privileged treatment 229 P. DE LETTER Reoieto /:or Religious which is altogether exceptional (the Council of Trent mentions only one.exception, the Blessed Virgin) ? We need not, therefore, be aston-ished or disheartened if, in spite of our best efforts and after long fidelity to the inspirations of grace, we still at times fall into light or daily faults. This is the common lot, the Church says, of the saints. We surely do not expect to be better than the saints, nor shall we be disappointed when we come to know from experience that we are not. But lest some one might find in this doctrine of the impossi-bility of avoiding all venial sin a pretext for taking things easily, the Church has carefully weighed her words. She has infallibly defined only this: It is not possible without a special privilege to avoid all venial sins during an entire lifetime. Whatever is less than this no longer comes within her infallible teaching. Strictly speaking, therefore, it may be true that some saints, even without a special privilege, would commit, say, only two or three venial sins during their whole lives. Even then the Church's definition would remain intact. But this interpretation obviously minimizes her teaching. Her mind is clearly different. She grants that even saints sometimes fall into light sins. How often, she does not say. But she definitely seems to say, from time to time. And it would follow logically that this frequency will vary according to the degre~ of virtue or sanctity or moral strength which a saint has reached. The Church's. teaching, therefore, cannot offer any pretext for an easy-going life. But it is a valuable safeguard against presumption or discouragement. It pre-serves us from attempting the impossible. But the impossible is a distant limit to which we can always approach nearer and nearer, for we can almost indefinitely reduce the number of our small sins. In this connection we should recall the twofold division of venial sins commonly given by spiritual writers: first, the fully voluntary or deliberate venial sins which one commits calmly and with unham-pered freedom, precisely because they are onltj venial and nothing serious; secondly, the venial sins of weakness in which the volun-tariness is only partial and diminished by surprise, or inattention, or fatigue, or listlessness, or some other reason, but in which there still is a sufficient degree of advertence and free consent to make them guilty and to make us responsible for them. This difference in venial sins is well known from experience; each one can no doubt trace it in his own life. Now. it is clear enough that we are able with God's grace to exclude from our daily lives the first category of venial_sins. We can 230 September, 1950 VENIAL SINS make up our minds and be determined not deliberately to commit any venial sins. Since these are fully deliberate, it depends on our free wills alone to commit or not to commit them. From the very nature of the case, we are not here taken by surprise. If we were, there would no longer be question of fully deliberate faults. And our free will cannot be t:orced into a completely free consent; it is we ourselves who decide. Many theologians, it is true, declare that Christians do not in fact avoid all deliberate venial sins during a whole lifetime with the ordinary graces they receive. Because of our innate weakness we some time or other lose sight of the determina-tion not to sin venially. Yet, with growing fidelity to grace and growing abundance of graces these faults can, in those approaching to perfection and sanctity, be eliminated altogether from their daily lives. Accordingly, it is not this class of venial sins which the Church mainly had in mind when she declared tb~t it is impossible for a just man to avoid them entirely during his ~ hole life. What Trent infallibly declared pertains to the second kind of venial sins, which are not fully deliberate. Even saints cannot with-out a special privilege avoid all such sins of weakness. Will this sur-prise any one? Catholics who believe in the fall of m~n and in original sin with its moral consequences on our human nature and on its efforts for good, will expect this. Our weak human nature would require, in order never to be taken by surprise by attractive and pleasing but forbidden objects, a vigilance and self-control so con-stant and so uninterrupted that ir is normally beyond our human strength. Much, of course, depends on the environment in which we live and on the virtuous habits and moral strength we have acquired. Where little or no occasion or temptation arises it is not hard to maintain the degree of watchfulness which bars complete surprise. And for the advanced in virtue and the strong of character, for the humble and the recollected, the charitable and the pure, invitations to sin will be fewer and less attractive. Even they, however, will " have their moments of weakness when they are caught off: guard and when they ball-knowingly, half-willingly do, say, desire, or think what they should not. We cannot expect that this kind of venial sins will ever be fully banned from our lives. We can never feel entirely safe and secure against their attacks. All we can do, and all we oug~hot to do, is by indirect action to try to diminish their number and to decrease the measure of wilfulness and.guilt in them. This effort can and should advance on a nearly indefinite scale leading us always closer and closer to the limit pointed out in the Church's 231 19. DE LETTER Review For Religious teaching. And this goal is our best endeavor. Venial sins, even the semi-deliberate ones, do spiritual harm in many ways. The harm decreaseswith the decreasing guil't, but it remains proportioned to the guilt. From all this it f611ows that a twofold result can be achieved by all of us in the matter of avoiding venial sins. First, we can with the help of grace that is always at our disposal, bann from our lives all fully deliberate venial sins. Secondly, we are able, with the help of the same grace, notably to diminish the number and the guilt of the half-deliberate ones. As regards the avoidance of fully deliberate venial sins, nothing more need be said. The thing has only to be done. But to avoid the semi-deliberate sins, we must concentrate on indirect tactics. We can increase our watchfulness against surprise attacks and make sure that this watchfulness does not relax to the point of dangerous neglect. We can counterac' the causes of unguardedness. And that practically means to grow in virtue and moral strength; for strong virtue can counterbalance the weakness of human nature which is the root cause of our being caught unawares. This indirect action against venial sins is to be applied according to each one's special needs. Each one has to develop those virtues and that moral fortitude which go against the kinds of venial sin to which he is ordinarily tempted. Some insist on charity because they easily fail in that line; they ought to cultivate a general disposition of kindliness in thought, word, and deed; both in prayer and outside of prayer they can thus build up a habit which will be a permanent counterweight against hasty and almost reflex unkind actions. Others are prone to thoughtless and selfish words and actions which are prompted by a natural urge to self-seeking 'and self-assertion: they should develop recollected self-control with the natural means of peacefulness and will power and the supernatural aids of a living' spirit of faith, a sincere and exclusive desire of what God wants, and a spiritual depreciation of all that concerns self only. These examples indicate what is meant by in-direct action against half-deliberate venial sins. The idea is to coun-teract the roots of weakness and inattention from which these faults normally spring. It is possible to paralyze these causes of sins in an ever-increasing measure.' The more we grow in virtue and holiness, the less become our faults in number and guilt. Religious approach this ideal of purity of heart in the measure of their fervor. And their advance in the spiritual life also depends proportionately on the purity of their lives. It is, therefore, impera- 232 September, 1950 SENSITIVENESS tive to know and to do what can be done .with. regard to our daily faults. The more generous and sincere our endeavor in this regard, the more truly shall we be what the religious profession demands of its followers: .giving our best endeavor to acquire the perfection of the Christian life. SensiEiveness Winfrid Herbst, S.D.S. THyoAuT t hwea ost ha'e rv edrayy c. aInt dseide msesl ft-hreavt ealsa tai orne lwighioicuhs Iy ¯oruec weiavnetd t ofr obme as open as one can prudently be, as ~lear as water in a crystal vase. You tell me that you have marked down sensitiveness, ~/our inor-dinate sensitiveness, as your very character itself, .and that you have made resolutions accordingly. Humility in all its forms was, and is to be, your weapon,against this fault of character. You tell me that your sensitiveness is the direct offspring of pride and self-love, and that already¯ some years ago you recognized it as .the great enemy against which you must fight unceasingly. 7y'ou believe that you have made just a little headway against it but that much still remains to be done. Very frankly you tell me that your sensitiveness injures you somewhat as follows. Following a reproof, a censure, an admoni-tion, sometimes even the slightest, you become intensely excited interiorly; you feel bitter and hard. Then come unkind thoughts, bitter reflections, inconsiderate criticism, plans to drop or change reso-lutions, temptations against your vocation, discouragement. You state that absolute silence is your only safety then; for were you to speak you would become violent and say things which you would certainly regret, but which, because of your pride,, you might never retract, to your great spiritual danger. Often you are thrown into this state by a single look of disapproval or by something which is done by an individual or by the community that is not to your liking. You add that a strange phase of your sensitiveness is that it is often aroused even by things which are not intended as offensive. This being so, something must be done. And you ask me to tell you what. 233 WINFRID HERBST Review ~or Religious I do veril~r believe that you cannot get rid of your sensitiveness as such, as a natural quality. But in your striving after religious perfection you certainly can keep it down; you can direct it into the proper channels. You can be sensitive about your Heavenly Father's business. To say, "I will not let my pride get the upper hand in the future," would be a useless resolution. What you must do is con-vince yourself that there is nothing in you or about you in which you may of yourself glory and boast. In other words, as you your-self s~uggest, you must acquire humility; and since the best way to acquire it is to practice it, you must let no day pass without seeking occasions to do so and you must from time to time make it the sub-ject of your particular examen according to Rodriguez. But I would have you remember that humility is in every way compatible with manliness, courage, 'resolution, magnanimity, a longing to do great things, a will to win. With St. Paul you may say, "I can do all things." But you must not fail to add in all sin-cerity and humility, "In Him who strengthens me." Humility is truth; and this assertion of St. Paul's is always true. In the proper discharge of your duties you must have a certain confidence; in your studies you need a certain ambition. But all things must be with God and for God, not for self and for men. And, of course, this confidence, courage, and resolution should not show itself in self-praise. How can you boast of that which you have not of yourself, of that which has been given you? You have in a special manner received everything from God: your wonderful vocation, your remarkably good health, your mod-erate endowments, your love of order and exactness, your zeal in religious observance. You simply need confidence and resolution. Cultivate it, then, especially interiorly. I would really like to impress it upon you very earnestly that you may and must have con-fidence in yourself, provided always that self is wholly and humbly lost in God and leaning upon Him, upon Him in whom you can do all things. Confidence in yourself--yes; but at the same time be deeply im-bued with the conviction of your own nothingness. Be persuaded that it is vain and ridiculous to wish to be esteemed because of certain endowments received as a loan from God. Practice acts of meekness, patience, obedience, mortification, sor-row for sin, the renunciation of your own feelings and opinions, and the like. 234 September, 1950 SENSITIVENESS If no attention is paid to you, show no resentment but bear it with resignation and tranquillity. Do not condemn the" actions of others, interpret everything charitably, and, if the fault be manifest, strive" to attenuate it as much as possible. .And forget about it, unless your office obliges you to apply a remedy. In open questions do not contradict anyone in conversation; do not get overexcited in arffuing: if your opin, ion be considered of little worth give way quietly and remain silent. When you must defend the truth, do so courageously, but without being violent or. contemptuous. Lay up a good store of gentleness so that in all circumstances you may ~etain your equanimity. Do not nourish in your heart feelings of dislike and revenge against those who offend you. If anyone blames you or speaks ill of you, do not fly into a pas-sion bu't examine your shortcomings and humbly thank God for preserving you from such things. Whenever you are in.clined to be impatient or downcast, fight against such a temptation courageously, being mindful of your sins and of the fact that you deserve greater chastisements from God. If you .commit a fault and are despised for it, be sorry for the fault before God and accept the dishonor incurred 'as an expiation for it. Yes, I think you should concentrate on the practice of humility. Humility is a fundamental virtue, a sure pledge of sanctity, a token of predestination. A most important lesson taught us by the Divine Savior is this: "Learn of Me, because I am meek and humble of heart." In order to practice humility, be convinced that of' yourself you have nothing but sin, weakness, and misery; that all the gifts of nature and of grace which you enjoy you have received from God, who is the principle of your being; and that to Him alone is due all honor and glory---ornnis honor et gloria. But, you may exclaim, the program you outline is simply heroic. I'm glad you feel that way about it. A proper spirit of humility makes you realize that it will be difficult to live according to the out-line given and that you will be subject to many failures. But that should not prevent you from trying or cause you to give up once you have tried. Recently a religious wrote to me with reference to an article'that I had published on rel!gious observance: "I feel that I have you for a 235 WINFRID HERBST friend because of the barbs contained in your article on religious observance. Try as I might to rid myself of those timely printed remarks, I kept coming back and rereading the same. Ashamed is the right word, indeed. Yellow or coward would be the right word too. Why? I kept asking myself. After having to admit the truth the answer seemed to be: not wanting to be considered a goody-goody and not being concerned about being a perfect religious." To which I replied: "It is a good sign, this dissatisfaction with self. I am not worried about you, so long as you accept your short-comings without discouragement and try to profit by them. It is a sign of growth in humility." For Your Information Suggesfion for Superiors General The first annual report covering the year 1950 must be made by all religious superiors general (even by superiors of independent monasteries and houses) on the forms issued by the Sacred Congre-gation of Religious, not later than the end of March, 1951. During that same year all superiors general of lay institutes (Brothers and Sisters) in both Americas must send in the quinquennial report for the years 1946-1950. A new questionnaire has been published for this report. The English text of the questionnaire (342 questions) costs $1. The ten forms for the annual report including an explana-tory letter by,'the Cardinal Prefect of the Sacred Congregation of Re-ligious cost fifty cents. These forms and the English questionnaire should be ordered now. Send a bank check or an international postal money order (obtainable at any post office), for $1.50 made out in favor of Sacred Congregation of Religious to: Rev. Giulio Mandelli, Archivist, S. Congregation of Religious, Palazzo San Callisto, Rome, Italy. Be sure to register your letter at your postoffice to avoid losing it in the mails. We hope to publish some practical suggestions regarding the filling out of the annual report in the November issue; on the quin-quennial report in the January issue. gocaflonal Ouesflons An interesting and practical pamphlet is One Hundred Vocational (Continued on page 251) 236 On F: mily Spirit: Gerald Kelly, S.3. ~T IS TRADITIONAL usage in the Church to refer to a religious institute or community as "a religious family." This expression is rich in meaning; and all of us can profit by occasionally reflecting on it. The present article is designe~l to provide a stimulus for such reflections; it is by no means calculated to do full justice to the possibilities. . Leaving the Old In itself, the expression, "a religious family," has a positive meaning. It signifies that the religious community is a family in its own right with the duties and privileges that belong to real family life. But this positive element presupposes something negative: a break with one's natural family. Without separation from the old there can never be complete incorporation into the new. Logically, therefore, our reflections ought first to be directed towards this negative element, separation. It is well to note at the outset that separation from parents and relatives is not easy. It is very difficult indeed. Nevertheless, it is a mistake for religious to think that only they are called upon to make this sacrifice. As a matter of fact, even children who marry must effect the same separation if their married life is to be a success. All the best psychological studies of failures in marriage stress the fact that one of the principal causes is the fact that one or both parties remain "tied to their mother's apron strings." The truth of this research merely illustrates the inspired words of Genesis (2:24): "Wherefore, a man shall leave father and mother and shall cleave to his wife." Married people must realize that they are starting a new family, and that they must break definitely with the old. The same is true of religious. In this matter of separation we have both the example and the words of Our Lord to show us the way. When He was twelve He permitted the hearts of those He loved most dearly to be filled with anguish because He must be about His Father's business. Years later He parted definitely with the finest of mothers and the best of com-panions in order to give Himself to three tireless years of His Father's business and to climax it all with His crucifixion. And He confirmed 237 GERALD KELLY this example by strong words about the need of separation. In Matthew (10:37) we read: "He the( loveth father or mother more than me is not worthy of me; and he that loveth son or daughter more than me is not worthy of me." And in Luke (14:26) are the even stronger words: "If any man come to me and hate not his father and mother and wife and children and brethren and sisters, yea and his own life also, he cannot be my disciple." It is obvious that, despite the force of His words, Our Lord is not telling us that we must tear the love of parents and relatives out of our hearts. His own love for His Mother was deep, intense, and tender; and it remained so all His life. Yet it would have been an imperfect thing, and unworthy of Him, had it urged Him to stay with her one moment longer than the divine plan permitted, or had it been allowed in any way to interfere with His apostolate. This is the model of our own affection for parents and relatives. We are supposed to love them. We are bound to them by ties of blood and gratitude. But the love must be well ordered. It must not interfere, even slightly, with the purpose of our religious life, for to achieve that purpose is our Father's business. From the beginning of our r~ligious life we have to set ourselves resolutely to accomplish the physicai and mental separation from parents and relatives that allows us to give ourselves quietly and wholeheartedly to our religious duties. And one of the first and most important lessons we must learn is to entrust our dear ones to Divine Providence. It often happens that a religious has hardly entered the novitiate when he begins to receive distressing news from home. Father has lost his job; mother needs a serious operation; a baby niece has diphtheria; a nephew was in a terrible accident; the black sheep of the family has got .into some new trouble. News of this kind will be more or less frequent all through our religious lives. Unless we adjust ourselves properly to it, it can be the source of constant anxiety that spoils our mental prayer, diminishes the efficiency of our work, and even tempts us to abandon our religious vocation. Of course, it isn't easy to rid oneself of such anxiety. We cannot just.say, "I won't be anxious," and thus put all the worrisome thoughts to rout. But in a positive way we can cultivate the attitude that in leaving parents and relatives, we are putting them into the hands of God, and that if we give our thc~ughts to God and our own vocation, God'will take care of our dear ones. After all, we are not the only ones who need a great trust in Divine Providence. Letter-writing is another test of w.ell-ordered love of parents and 238 8eptembec, 1950 ON I~AMIL~ SPIRIT relatives. It is one thing for a young religious to write home every day; another to write so seldom that parents can justly complain of neglect. It is one thing to write pages and pages of small talk: another to write, "Dear Morn: I'm fine; hope you're the same. Love." These examples are extremes; but not entirely fictional. It is well for religious to cultivate the habit of writing home at regular intervals and to keep that habit as long as ~heir parents are living. The letters need not be long, but they should not be too short, either. A letter is neither a book nor a telegram. We should try to make our letters interesting, without at the same time revealing details that should be kept within the privacy of our community or of telling things that might cause needless worry. There are some mothers who, if they heard their beloved daughter had a sore knee, would immediately think in terms of an amputation. We learn through experience that innocent remarks in letters can easily assume explosive proportions. When I was a young religious I went to the hospital" for a check-up that was little more than routine. I mentioned this fact casually in a letter to a devoted aunt. Three weeks later my superior called me to his room. In his hand was a telegram from the same devoted aunt. She had just heard that her nephew had only a short time to live and she wondered whether she should come at once. That was the first news I had of my desperate condition. Upon investigation, I found that my aunt had told a friend of my check-up, and this friend had told another friend, and so on; and as the news passed from friend to friend my condi-tion grew steadily worse. Finally the original news, transformed by the ghastly details of my incurability, got back to my aunt. Then there are visits. Some time ago I presided at a discussion group made up of mistresses of novices and postulants of various institutes. One of the points discussed concerned the visits to pos-tulants and novices b.y parents and relatives. The customs varied greatly. One of the institutes simply has the absolute custom: no visits till first vows--and this institute has.a two-year novitiate. I am not exaggerating when I say that all the other novice-and postulant-mistresses gasped with envy when they heard this. All agreed that, hard though it seemed, this would be the ideal arrange-ment. All complained that when visits are allowed the day after the visit is like beginning the postulancy or novitiate over again. Some may disagree with me, but I think the religious who is stationed far from home is blest. This is true of monastic institutes because it prevents too much visiting from relatives. And it is even 239 GERALD KELLY Review for Religious more true of other institutes, for it not only prgvents the visiting on the part of relatives, but it helps to preserve in the religious himself the perfect interior liberty which keeps him at the free disposition of superiors. They can send him where he is most needed or most useful without fear of opposition. Occasionally there are good reasons for being stationed near one's home; but such reasons are rather rare and are usually of short dura-tion. Yet it is not unknown that some religious are ingenious at conjuring up reasons why they should be stationed in the shadow of their own home. And sometimes the relatives themselves exert pres-sure to this effect. These relatives have no ill will. They simply do not understand the nature of the religious life; and they need to be set right on this point. The religious who wants to be'a perfectly pliable instrument in the hands of God should not leave the burden of explanation to superiors. He ought himself to assume the respon-sibility of pointing out to his relatives that, in entering religion, he placed himself at the disposal of superiors, and that he wants to work where they think he should work. Living the New The preceding points could be amplified and similar ones added. But, since I have undertaken this article with the purpose of stressing the positive aspect of our family life, I wish to devote most of my space to the elements that contribute to genuine family living in religion. ' The first of these positive elements is paternal government. Some-one has said that government is paternal when it manifests the "gentleness, kindliness, and love of Christ." No doubt that expresses the idea most beautifully; yet, unless we translate "paternal" into terms of ordinary family life, we shall remain in the sphere of mere theory. A good father is supposed to be solicitous for each member of his family, while at the same time seeking the common good of the entire family. This is not easily accomplished even in a family of five or six children; it is certainly much more difficult in a religious community of ten, twenty, thirty, and even more subjects. Never-theless the ideal is there; and it cannot be lowered without prejudice to true family life. This ideal clearly rules out favoritism, as that word is ordinarily understood. But it hardly means that a superior cannot have any especially intimate friends within his community. It is commonly 240 September, 1950 ON FAMILY SPIRIT said that Our Lord had a special regard for St. John; yet no one would dare accuse Him of favoritism. In the best families, parents often have a special love for one child without in any sense neglecting the others. They do not love the others less because they love him more. _And we ourselves, as subjects, often have warm, intimate friendships with a few members of our community without in any way diminishing the charityw'e owe the others. This is human. Supe-riors do not (or should not) cease to be human when they take office. Nevertheless, special friendships present a danger; and superiors, even more than others, must guard, against the danger. Any superior who gives his friends privileges he would not give others, who violates confidences to satisfy their curiosity, who neglects the others Of his community to be with them, who allows them to have undue influence in the managing of the community is certain.ly not governing paternally. Solicitude for the individual must always be subordinated to the interests of the group. All of us, even without having been supe-riors, must have experienced at times the difficulty of living up to this standard. A teacher may have a boy in his class, a thoroughly like-able lad, who is constantly a drawback to the rest of the class in studies and in discipline. Or a prefect may have discovered that a youngster has been stealing or has other bad habits that are infecting the group; and he may be torn between the two unpleasant alterna-tives of having this boy dismissed with the probability that he will not go to another Catholic school or of keeping him in the school with risk of great harm to the others. In problems such as these the ultimate solution must be in terms of the greater good-~and that is usually the common good. We should do all we can to save the individual boy, but not at the expense of the group. And the supe-rior has to solve the similar problems that arise in community life in the same way. He will show great sympathy and tolerance for the wayward or cantankerous subject. But this tolerance has its just limit. The community has a right to its good name and to peaceful living; and its right should not be jeopardized for the individual. A good father likes to be with his family. Every institute, I suppose, prescribes that the superior be present at community meals and community recreations and that he stay home most of the time. This is not merely for the sake of discipline: it is a requisite for good family life. I might suggest, though, that the expression "most of the time" be emphasized. A wise old Father once remarked that a good superior will make it a point to get away from his community 241 GERALD KELLY Ret~iew for Reliqious occasionally. It is good for both the superior and the community. It is clearly a case in which "absence makes the heart grow fonder." And this is also true of ordinary family life. When parents get away occasionally both they and the children benefit by it. When we look back on our childhood, one of the things that very likely strikes us forcibly is the memory of how our parents adjusted themselves to us. When with us they lived in our world, the child's world; and they did not try to force us into theirs. I think that this fact helps to illustrate the full meaning of paternal government in religion. The good superior seeks the interests of his community; he lives in their world, not his own. For instance, he does not monopolize recreation with his own topics of conversation. Or, to put the same example in another way: he does not recreate the brethren; he recreates with the brethren. Paternal government neces- ¯ sarily implies that the superior look upon the members of his com-munity as his children. This is obvious; the correlative of "parent" is "child." But "child" in this context means "son or daughter"; it does not mean an infant or even an adolescent. The paternal supe-rior, therefore, treats his subjects as adults. He has respect for their age, their dignity, and their talents. Many other things could be said about the paternal superior. He can be stern; he is never harsh. He fosters religious idealism by his good example. He is a good provider in accordance with the means at his disposal and the purpose of his institute. He makes sure that his subjects have plenty of time to see him. He tries to employ them according to their strength and their talents. He encourages them to develop their talents for the good of the institute and ultimately for the greater glory of God. And so forth. I cannot develop these points without converting this into an article entitled, "How to be a good superior"-~by one who has ne~er been a superior. The next topic concerns us, the subjects. On the basis of experi-ence, I.should know much more about this. However, it is~rather human to know 'more about the other fellow's job. A friend of mine who was appointed a superior several years ago made a very appro-priate speech on the night of his installation. "A week ago," he said, "I knew everything a superior ought to do. Tonight I'm not so sure." In terms of the religious family, the correlative of paternal gov-ernment is filial confidence. This expression is not easily explained. It seems to signify something that we recognize almost instinctively --like the taste of chocolate--yet are only faintly able to describe. 242 September, 1950 ON FAMILY SPIRIT fundamental element seems to be confidence in the superior's judg-ment. And by this I am riot.referring to the fact that he is in the place of Christ. That tells me merely that I am right in obeying him: it does not tell me he is right in commanding. Religious life would be nothing short of a continuous miracle if all of us lived it day after day and year after year With the conviction that the supe-rior is wrong, but we are right. For ordinary peaceful living we need the confidence that at least generally speaking the superiors are right, that they govern well, that their natural judgment is good. We needn't endow superiors with either infallibility or impeccability in order to gain this confidence. If we may judge from the content of several anonymous letters sent to this review, some religious think that the first requisite for becoming and remaining a superior is stupidity. The attitude of such religious is not readily diagnosed. Perhaps the cause is indigestion, or sleeplessness, or some mental maladjustment. At any rate, it is certainly pathological. And we can all thank God for that: for, if that attitude represented the normal outlook of religious subjects, we should be in a sorry state. I am not saying there are no bad superiors--no unrealists, no martinets, no tyrants amongst them. But I do say most emphatically that there are enough good ones for us to preserve our confidence in the institution, even on a natural basis. And I believe that in saying this I am expressing the view of the general run of religious subjects. As a group we have a basic confidence that our superiors govern well. This does not mean that we do not occasionally, or even frequently, think we could plan things better. Nor does it mean that we never criticize. Most of us, no doubt, indulge in enough criticism of supe-riors to provide matter for a periodic particular examen, for confes-sion, and for good resolutions. We can and we should improve. Nevertheless, some criticism, provided it is not too frequent and especially that it is not bitter, is no major impediment to family life. In considering the paternal-filial relationship, reference, to the manifestation of conscience is inevitable. As has been remarked more than once in these pages, the fact that the Church has forbidden supe-riors to demand a manifestation'of conscience has been stressed to such an extent as to lead many religious to think that their conscience is simply none of the superior's business. The very nature of reli-gious .government shows this to be absurd. Superiors are supposed to assign subjects to places and offices in such a way that the individ-uals can save and sanctify their souls and that the general good of the 243 GERALD KELLY Reoieto t~or Religious institute is promoted. An assignment which defeats either of these ends defeats the purpose of the religious life itself. Yet, how is a superior to make a wise and provident disposition of subjects according to the two-fold purpose of the religious life unless he has an intimate knowledge of his subjects? And how is he to get this knowledge adequately without the help of perfect candor on the part of the subjects? It is very saddening to hear a religious whose assignment is actually proving his spiritual ruin, say: "I just couldn't tell my superior about this difficulty." The fault may be his; and it may be his superior's: in either case, the condition is lamentable and should never have been allowed to develop. Perhaps both superiors and subjects could profit by reflecting on the fol-lowing words of a saintly and experienced spiritual director: "Nothing helps so effectually to engender a paternal attitude toward a subject as the account of conscience; for, when I open my heart to my superior I constrain him to take a fatherly attitude toward me and a fatherly interest in my welfare. Thereafter he cannot remain just my superior if he be a man of normal humanity. Then, this bestowal of my inmost confidence upon my superior will be powerful to effect in my soul the reciprocal relation of filial trust and love. Conversely, when I withhold my confidence from the superior and refuse to open my heart to him, I make his position diffi-cult as far as fatherly feeling is concerned. Sometimes our superiors may seem to us to lack paternal interest. The fault may be theirs; but likewise it may be ours, due to the fact that we have never given them our confidence." Paternal government and filial confidence are the constituent ele-ments of family life in the superior-subject relationship. The third element is the bond of union among the members. ,~,11 that we gen-erally say concerning fraternal charity pertains to the explanation of this element. I shall content myself here with pointing out a few things that seem to have special relevance to our "family" charity. In our mutual relationships there ought to be no quarreling, no offensive teasing, no harsh words. This certainly is the ideal of our charity. Yet, ~i wholesome family spirit can exist among us without perfection in this ideal. Consider again the analogy with the good natural family. The brothers and sisters squabble a bit; the parents lose their tempers occasionally. But they "make up fast"--as the saying goes; a short time after the explosive incidents everyone is acting as if nothing disagreeable had happened. To strive for this is perhaps to have a more realistic goal in our community relationships. 244 ON FAMILY SPIRIT Despite the noblest of resolutions, we get out of sorts, and we fly off the handle. Given a group of normal human beings, these things can hardly be avoided entirely in the close associations that make up community living. But we can certainly avoid prolonged teasing that hurts, continued bickering, harboring grudges, and so forth. These are things that deeply wound family spirit. Our goal, therefore, is to love the members of our community in much the same way as the members of a good Catholic family love one another. It is hardly possible to accomplish this perfectly. There is truth in the old maxim that "blood will tell." On the purely natural plane it is often easy to preserve an intense affection for our blood brothers and sisters even when they possess characteristics that o'thers consider unpleasant. In our dealing with others, even with fellow religious, there is much greaterneed of explicitl~r stimulating motives for love. Certainly there are many powerful motives for mutual love among religious. One of these was expressed graphically by a mili-tary chaplain when he returned to his community after the last war: "You don't know how good it is to sit at table again with a group of men who are all in the state of grace!". These are startling words --perhaps even a bit exaggerated. Yet, isn't it true that they express a profound reason why there should be great peace in the companion-ship of religious? Day after day all of us say Mass or receive Holy Communion--a reasonably sure practical sign that we are living habitually in the friendship of God. There are many saintly people outside of religion, and many others who, if not canonizable, do live constantly in the state of grace. But there are many others who are unjust, obscene, blasphemous; and even good people in the World can scarcely avoid their companionship. In religion our lives and our recreations are spent with companions who, despite many small and irritating faults, are substantially good. Their supernatural goodness is not the only reason why the companionship of religious should be enjoyable. Even on the natural level religious are apt to have more likeable qualities than any average group of the laity. At any rate, that ought to be the case; we are screened for especially undesirable qualities when we apply for admission as well as on the occasions of our .vows. It is true that most of us look back and wonder how we passed the screening; and those of us who entered before the days of intelligence and per-sonality tests may frankly admit in the secrecy of our hearts that, if these tests had existed in our day, we should not have made the 245 GERALD KELLY Reuieu~ for Reliqiou~ grade. No doubt, despite all the screening, some serious mistakes are made. Some pass through t~he screening processes who later become real menaces to community life. But the general percentage of com-panionable characters should be and is much higher than would be found elsewhere. I mentioned before that it is not uncommon for children of the same family to fight among themselves. I have seen two small' boys, brothers, literally mauling each other over the possession of a small wagon. Then another boy appeared and attempted to align himself with one party. But the brothers would have none of that! In a flash their own quarrel was ended and they were united against the intruder. This is typical of good family life. No matter how much the members fight among themselves, they present a united front to outsiders. We religious should have that spirit of family loyalty. In some sense, at least, each of us must have looked on his own ¯ institute as the "best of all" when he entered religion; otherwise we would have joined another. Certainly it is the "best" for us now; and it is not only legitimate but laudable for us to foster a spirit of preferential love. I think it was St. Francis de Sales who sa'id: "For us there is no congregation more worthy of love and more desirable than ours, since Our Lord has willed that it should be our country and our bark of salvation." I have heard that Sisters attending summer school show great interest in the habits of other institutes and that sometimes they exchange habits. But they return to their own with the serene con-viction that, though the others have some good points, theirs is the best. This is not narrow-mindedness. A young man may have the most profound respect for other women yet very reasonably look upon his own mother as the best in the world. So, too, religious may have great esteem for the members, the habits, the customs, and the work of other institutes, yet they prefer and treasure their own above all the others. The well-ordered love of one's institute will not, however, blind us to its deficiencies, or prevent us from trying by legitimate methods to improve its customs. No institute is so perfect as to exclude the need of occasional changes, especially in non-essentials. It is not true loyalty, but sheer obstinacy, that urges us to hold fast to old things just because they are old; that resists any reasonable modi-fication in the habit or any change of customs. Even the general laws of the Church are not so perfect as to exclude change. Family loyalty will not blind us to the defects of our brethren; 246 September, 1950 ON F!kMILY SPIRIT but it will certainly prevent us from criticizing either our brethren or our institute to outsiders. These things are family secrets; outsiders have no right to know them. I am referring here to criticism of one's superiors or fell0w-religious before the boys or girls in school, before the nurses in training, before the p~rish priest, or before the men and women in the parish, and so forth. To reveal to such per-sons the real faults of the community is detraction; and to misrepre-sent the community is calumny. And the harm done by such gossip easily assumes serious proportions. In censuring disloyal speech, I am not thinking of revelations made to canonical visitors or of the unburdening of one's conscience in confession. The canonical visitor is deputed by the Church to ask questions, and in his exercise of this function he is not to be con-sidered an "outsider." The confessor is bound by the most absolute of secrets; and the community is sufficiently protected against harm, even when the religious, in explaining his faults or trials, must inci-dentally refer to the misconduct of others. Further Practical Suggestions I have tried to keep my explanation of the constituents of reli-gious family life from being too theoretical, and I hope I have suc-ceeded to some extent. I should like now to increase the practicality of this article by suggesting a few concrete ways of contributing to the family spirit of our institutes and communities. The purpose of a religious institute is to carry on the work assigned to it by the Church and thus honor God and further His kingdom in the souls of men. In the ordinary providence of God, the supernatural efficiency of the institute depends on its holiness, and this holiness is not some abstract thing; it is, concretely" speaking, the sum total of the holiness of the members. It is very true, there-fore, that each member can say: "The holier I am, the holier is my institute." This truth should be a source of great inspiration and encourage-ment to all religious who are devoted to their religious family. For, in the matter of holiness there is no distinction of grade or work. The general, the provincial, the local superior, the teacher, the nurse, the dean, the housekeeper, the cook, the sick, the retired, the contem-pla. tive, and so forth--all have an equal opportunity of promoting the family cause through an increase of holiness. The saintly cook, therefore, makes a much finer contribution to the most exalted pur-pose of his institute than does the tepid preacher or the worldly 247 GERALD KELLY Review ?or Reliqious teacher. Holiness, of course, includes the whole of one's life--prayer, work, suffering, and so forth--but it refers particularly to the interior life of prayer and penance. In these interior things every religious has great power to help his institute. For one thing, it is the interior spirit that gives the real supernatural value to our own work. Moreover, the interior life of one can have a tremendous influence on the apostolic, work of the others; and it is well for the contemplatives, for those who do the hidden, humble works, and for those who are ill or retired, to note this. This last point is of supreme importance, and I should like to illustrate it by a simple example. A priest seldom goes on'a mission, rarely enters the confessional, without the realization that he may have to de~l with some souls who are "stubborn" or "weak," souls that desperately need superabundant grace for their conversion and salvation. Some of these people seem to have the kind of devil that Our Lord said is driven out only by prayer and fasting. Yet they themselves are too weak or too hard to do the required prayer and fasting. If they are to be saved, someone must do it for them-- at least enough so that they will finally respond to the grace that enables them to carry on for themselves. ~Fhe priest, despite the best of intentions, cannot do it all. On occasions like this, I have always rejoiced in the realization that I have a n~amber of friends who gladly offer some of their pray-ers and sufferings for my apostolate. Shortly after my ordination I was privileged to meet a saintly nun, Sister Agnesetta, of the Sisters of Loretto. We became fast friends, and she was a great help to me until the day of her death. As a young Sister she had been reduced to the state of a helpless cripple. During her last years she could barely lift her tiny knotted hand to blow a whistle when she needed help. Exteriorly she was so cheerful that a casual visitor would think she enjoyed being bedridden. Yet interiorly, for upwards of twenty years she felt not only the physical pain of her illness but the much greater crucifixion of frustration, of "being on the shelf." I cannot express how much it meant to me to begin some apostolic work with the knowlkdge that some of her prayers and sufferings were being offered for me. I have mentioned Sister Agnesetta by name because she has gone to her reward and cannot be embarrassed by my words. I could mention many others and of different institutes, if they were not still living. And I imagine that every priest could do the same. 248 September, 1950 ON FAMILY SPIRIT What has all this to do with family spirit? The answer, at least as regards active institutes, seems obvious. For in the various active institutes, there are teachers who are trying to win wayward pupils, nurses who are trying to bring about deathbed conversions, preachers who must stir the hearts of the impenitent, confessors who must draw penitents away from habits of sin. These and others exercising the apostolate need supernatural help. And what is more natural than that they look for this help from the members of their own institute? I do not mean that our vision should not take in the whole Church, with its entire apostolate; I simply mean that our own institute should normally have the first place in our apostolic intentions. My remaining suggestions will be very brief. First, there is our work. The work of a religious institute is teamwork; it is not the accomplishment of any individual. Each of us contributes to the cause; and it is only by the complete co-operative effort that the desired result is accomplished. In terms of family spirit, this is another consoling truth. It makes each of us realize that his job is important. Then there is charity. The finest act of charity a religious can show his brethren is good example. All of us know the force of example: how easy it is, for instance, to keep the rule of silence when everyone else observes it; and how difficult it is when even a few neglect it. And, speaking of example, I must at least mention our dealings with externs. They are prone to judge a whole institute by one member: hence each member has a tremendous responsibility to his religious family when he deals with them. The religious with true devotion to his institute will always try to act in the presence of externs in such a way as to cause them to esteem his community and his institute. Also, as regards charity, there is the matter of mutual correction. The very fact that we are a family gives each of us an added respon-sibility for the welfare of the others and, of course, for the reputation of the institute. In a family, when one of the children is making a fool out of himself, the other children tell him or their parents about it; and, observing the sound principles of fraternal correction, we religious have to do the same thing. Sometimes religious note that one of their brethren is on the verge of giving great scandal, yet they say nothing either to the individual or to superiors. This is shirking responsibility, a gross form of family disloyalty. Poverty offers a fertile field for the family spirit. The religious 249 GERALD KELLY Review [or Religious who fully realizes that community life is a sharing enterprise--that "he lives off the community, and the community lives off him," as the saying goes--will not refuse gifts just because he "would have'to turn them in," will not spend his time calculating how he might add some gift to his superfluities without sinning seriously against pov-erty. How would we live if no one were willing to. "turn things in"? And in a natural family, would it not be a strange father or mother or sister or brother who would refuse a generous gift because, "Really, I don't need it for myself; all I could do with it is give it to the family" ? Religious with a family spirit do not waste things. They do not leave it to someone else to turn off a radiator when heat isn't needed, to close a window when it is letting in too much cold air or when a storm is brewing and floors or furniture would be ruined. They do not get books, clothing, and other things that they do not need. In other words, like the members of any poor family, they economize. Perhaps I should add, by way of parenthesis, that when I speak of the need of dconomy, I am thinking mostly in terms of men. I have often wondered how we men could get along on Sisters' salaries, or how we could crowd our books, wardrobes, and various junk boxes into the cells or (more often) dormitories that make up the living quarters of our convents, or how we should look were our clothes subjected to the frequent mendings that give Sisters' habits such a long life on this earth. In my religious life I have heard much about obedience, but after the first few years I seldom heard anything new. A few years ago, however, I did hear a retreat master say something new--at any rate, it was new to me. He said, "The obedient man is the available man." This brief statement expresses in a practical, concrete way the whole secret of religious obedience. Our strength lies in the fact that a supe-rior can dispose of us according to the common need; that he can command us, or ask us, or merely suggest to us, and he always finds us ready. We don't shirk a job; we don't dodge responsibility. Few things can be harder for a superior than to have to approach a sub-ject whex~ he knows his request will be greeted by eithe} a growl or an alibi; and I imagine that few things are sweeter for the superior than the realization that his community is composed of available sub-jects, religious who graciously accept any assignment at any time. One concluding remark. To foster our humility, we are often told that if we were gone our place would soon be filled and the 250 community would not even miss us. Perhaps that aspect of our life is sometimes overdone. Perhaps it is good for us to think occasion-ally of how important we are, of how much we, as individuals, mean to the community. The thought can be very inspiring. I trust that some of the suggestions made here will help to provide this inspi-ration. FOR YOUR INFORMATION (Continued from page 236) Questions Asked bg Sisters. It contains questions and answers first printed in a quarterly entitled Vocational Notes for'Sisters. This reprint contains the first htindred questions which appeared in the Notes during 1949 and 1950. The prudent, informative answers are by the Very Reverend Father Clarence, O.F.M.Cap., and the Rever-end Father Jude, O.F,M.Cap. It can be obtained for 15 cents a copy from: St. Anthony's Vocation Club, 220 Thirty-Seventh St., Pittsburgh 1, Pa. Medlco-Moral Problems Modern medicine faces us with numerous ethical problems. Many of these problems are thoroughly discussed in two booklets, Medico- Moral Problems, I and II, by Gerald Kelly, S.J. The booklets are published by The Catholic Hospital Association, 1438 South Grand Blvd., St. Louis 4, Mo. Prices on each booklet are: 50 cents a copy; 12 for $5.25; 50 for $20.00. The Catholic Hospital Association also publishes in pamphlet form Ethical and Religious Directives for Catholic Hospitals. This is the revised medico-moral code which is now used in a large num-ber of dioceses throughout the United States and Canada. Price: 25 cents a copy: 12 for $2.75; 50 for $10.00. Catholic Daily A group of Catholic journalists are planning to publish a daily newspaper dedicated to reporting the news of the da~r in the context ,6f Christianity. The projected publication date is October 10, 1950. For the staff of this paper, The Sun Herald, the work is a vocation, an apostolate. The founders of the new paper have incorporated as The Apos- (Continued on page 264) 251 Christ: Shows Us I-low !:o Win Friends Jerome Breunig, S.J. SINC, E it was first published about fifteen years ago, Dale Carne-gie s book, How to. Win Friends and Influence People, found millions of buyers and readers and has become one of the most popular works of non-fiction in our time. It is obvious to .religious who have read the book that Dale Carnegie has many good ideas which would help them practice the virtue Christ recommended above all. Equally obvious is the shallow humanitarian viev~point and the mercenary self-interest that is illustrated in most of the ex-ample}. Since many of the people with whom we come into contact - are influenced more by the humanitarian mentality of this book than by the mind that is in Christ Jesus, it'might be useful to observe how much better Christ can teach us how to win friends-~even according to Carnegie's rules. Carnegie gives six rules for making people like you: (1) become genuinely interested in other i~eople; (2) smile; (3) remember that a man's name is to him the sweetest and most important sound in the English language; (4) be a good listener; (5) talk in terms of the other man's interest; (6) make the other person feel important, and do it sincerely. ' But the very idea of making people like you may seem foreign to religious and a sordid thought. The religious works only for God, seeks to be unknown, sees in superiors and others "no one but only Jesus." True enough, but the loftiest supernatural motives should not be high-lighted in such a way that they crowd natural means out of the picture. Christ, the Religious of religious, worked onl~r for God's glory. "The things that please Him, I do." To do this more effectively He tried to make people not only like but love Him. How else explain the Cross! And when man's love grew cold, Christ did not hesitate to dramatize His desire to win men's love by wearing H~s Heart on His breast, announcing to the world through St. Margaret Mary: "Behold this Heart, which has "loved men so much and receives nothing in return but ingratitude and indifference." Christ was "genuinely interested in other people." He was 252 CHRIST SHOWS US HOW TO WIN FRIENDS moved with compassion for the multitudes because they were as sheep without a shepherd. He wept over ,Jerusalem. "How often would I ha,~e gathered together thy children, as the ben dotb gather her chickens under .her wings, and thou wouldst not." Christ's interest extended to individuals as well. He pitied the plight of the leper and healed him: "I will, be thou made clean." What interest He showed in Peter! On at least two occasions He insured a pros-perous catch of fish for him. At another time He cured his mother-in- law. Interest is also shown by prayers. "I have prayed for you that your faith fail you not." Genuine interest in others is a big step towards developing that mind that is in Christ ~lesus. It dispels uncharitable thoughts. "The only person who does not improve on acquaintance is self," observes Father Faber. The same writer notes that kindness is not too diffi-cult, for though there are many unkind minds there are hardly any unkind hearts and that a kind mind can be developed by thinking about, being interested in, others. A kind mind implies much thifiking about others without the thoughts being criticisms. A retreat master developed the same thought by the following illustra-tion. A caricaturist seizes on a character weakness and emphasizes it out of all prop.ortion, while the artist is careful to shade the weak-nesses and make the finer qualities stand out. And the artist always comes closer to a true likeness. Dale Carnegie makes much ot: the. smile, featuring Charles Schwab whose smile was literally a million-dollar one. The Evan-gelists do not record the obvious. There is no written record of Christ's sm.ile, yet there is no room for doubting.that Our Lord smiled when He looked up and saw Zacheus, who had to climb a tree to catch a glimpse, when the quick-witted Phoenician woman an-swered, "Even the whelps are permitted to gather the crumbs," and when He surprised the apostles with the miraculous draughts of fish. More important than the smile is what is behind it, the cheerful, light-hea.rted disposition. Christ was a man of sorrows, but He did not let that cast a gloom around Him. He brought cheer to .the wedding feast at.Cana, did not want the Apostles to fast "when the bridegroom was with them," and celebrated Matthew's joining up by eating and drinking with sinners. Christ's doctrine fosters afun-damentally 'cheerful .disposition. "Come to Me all you that labor and are burdened and I will refresh you." "My yoke is sweet, my burden light." "When you fast, do not look gloomy like the hypocrites." 253 ~EROME BREUNIG Ret~iew ~or Religious . Professional personality-developers insist on the practice of saying "Good Morning" to develop the smile. "Good Morning" leaves a smile on the face. Religious should not need to paint a smile by any artificial means. Religious should be the happiest peo-ple on earth, and they are. Smiles come readily. Humility, chastity, and charity thrive in an atmosphere of cheerfulness. The best "propaganda" for vocations is a cheerful religious. An old Father observed that the number of vocations from a particular school was. in exact proportion to the number of cheerful scholastics on the faculty. "Remember that a man's name is to him the sweetest and most important sound in the language." Jim Farley could call fifty thou-sand men by their first name. Christ could call fifty billion by their names. "I am the good shepherd," Christ said, "and I know mine and mine know me." The comparison to a shepherd has a special reference to knowing by name. Shepherds in Palestine then and now have a special name for each of their sheep. The sheep recognizes and answers when its name is called. True Christian charity rather than the wisdom of this genera-tion should prompt a religious to pay the personal respect implied in remembering and using another's name. It is disconcerting to find one who should know our name remembering only our face. The inability to remember another by name leaves the impression that he does not impinge our consciousness to any extent. Our Lord paid this mark of respect to His fellow men. Mary Magdalen did not recognize Christ on Easter morning until He said, "Mary." There are other instances. "Lazarus, come forth." "Martha, Martha." "Simon, son of John, lovest thou Me?" On His very first public appearance we find Christ fulfilling the next rule for winning friends: "Be a good listener. 'Encourage others to talk about themselves." On this occasion we observe Christ as a youth in the temple "listening to them and asking questions." Whenever his enemies were baffled by His wise answers, we always have the assurance that C~ist heard them out first. "Is it lawful to give tribute to Caesar? . Of which of. the seven will she be wife at the resurrection?" His enemies thought they had a sure enveloping. pincer movement only to find themselves suddenly disarmed, by the. wisdom of the answer. But in every instance Christ did not inter-rupt them until they had finished. A beautiful instance of encouraging others .to talk about them-selves is seen on the road to Emmaus. While the two disciples were September, 1950 CHRIST SHOWS US HOW TO WIN FRIENDS con;cersing and arguing together, Jesus drew near and went along with them. He began the conversation, "What are these discourses that you hold with one another as you walk, and are sad?" "Art thou only a stranger in Jerusalem and hast not known the things that have been done there in these days?" "What things?" Our Lord encourages them. With kindly for-bearance He listens to the entire story. It is only after they have talked themselves out that He begins with Moses and the prophets and interprets to them the Scriptures. Perhaps Father Faber had Christ the Listener in mind when he wrote the paragraph on kind listening. "There is also a grace of kind listening as well as of kind speaking. Some listen with an abstracted air, which shows their thoughts are elsewhere. Or they seem to listen, but by wide answers and irrelevant questions show they have been occupied with their own thoughts, as being more interesting, at least in their own esti-mation, than what you have been saying. Some listen with a kind of importunate ferocity, which makes you feel that you are being put on trial, and that your auditor expects beforehand that you are going to tell him a lie, or to be inaccurate, or to say something of which h~ will disapprove, and that you must mind your expres-sions. Some hear you to the end, and then forthwith begin to talk to you about a similar exl~erience which has bet:allen themselves, making your case only an illustration of their own. Some, meaning to be kind, listen with such a determined, lively, violent attenti6n that you are uncomfortable, and the charm of conversation is at an end. Many persons whose manners will stand the test of speaking break down at once under the trial of listening. But all these things should be brought under the sweet influences of religion. Kind listening is often an air of the most delicate interior mortification and is a great assistance toward kind speaking." Christ, of course, is still listening. He listens to our prayers. He still hears, through His priests, our confessions. Christ "spoke in terms of the other man's interest." Without parables He did not speak to them. And the parables and illustra-tions were taken directly out of the lives ot: the listeners. Fishermen heard truths in terms of nets, farmers, of seed and crops, women, of house cleaning, etc. In the beatitudes Christ took what was closest to most of his hearers, poverty, suffering, lack of property, mourning, persecution, and showed how they could transform these liabilities into assets. 255 BOOK REVIEWS Review for Religious Finally, tracing out the pattern of Carnegie, we observe that Christ "makes the other person feel important and He does it sin-cerely." "You are the salt of the earth. You are the light of the world." To Nathaniel, "A true Israelite in whom there is no guile." To Peter, "Thou are Peter and upon this rock I will build my church." John and James were called "Sons of Thunder." Christ has a more sublime way of making others appreciate their dignity. "We will come to him and make our abode with him." The dig-nity of a Christian! As St. Paul echoes and reechoes: "You are temples of God and the Spirit of God dwells within you." All of Dale Carnegie's ways to make people like you are merely applications of the golden rule, which is of divine origin. In fact, the golden rule was formulated by Christ Himself in His sermon on the mount. "All things whatsoever you would that men should do to you, do you also to them." Of course, Christ both in His example and His teaching (He began to do and to teach), shows other ways to make people like you. For instance, "Greater love than this no man has than that a man gives his life for another." Not only does Christ show us how to win friends. The supreme friend-winner sfipplies the necessary and only adequate and enduring motivation. He seems to make the final judgment at the end of the world hinge on what we do or don't do for others. "As long as yofi did it to the least of my brethren, you did it to Me." Book Reviews OUR WAY TO THE FATHER: Meditations for each day of the year in four volumes. By Leo M. Krenz, S.,J. Pp. xx -I- 518: 411; 535, 516. The Bruce Publishing Company, Milwaukee, Wisconsin, 1950. $15.00 (set of four volumes). In "An Apologia" introducing this rich four-volume series of meditations and readings the author gives an account of "the pur-pose, plan, and method of this course of meditations for religious." Besides that portion of the text which constitutes the meditation proper and is printed in large type there are added paragraphs which in many various ways supplement what is primarily proposed for reflection and prayer. To each meditation is prefixed'a preamble, 256 September, 1950 BOOK REVIEWS consisting usualIy of some verses from Scripture, to strike as it were the keynote that characterizes the exercise. There are always two preludes, three points, and a colloquy. It is highly distinctive of this meditation-course that very often in smaller print there are additions "intended to afford further helpful explanations; to sup- . ply more pointed applications; to furnish pertinent biblical, his-torical, ascetical, theological, or philosophical information; or even to satisfy longings for better knowledge of some puzzling dogmatic truth or fact . It is hoped that these supplementary notes and additions may do helpful service as welcome material for pertinent spiritual reading, and at times even for deep study and possibly for round-table discussion." This expedient of appending further develop-" ments helps the author to achieve what seems to be one of his leading preoccupations, namely, to provide religious who make use of these four hundred meditations with a carefully planned and elaborate exposition of a fairly complete system of spirituality, comprising both instruction and motivation. Hence this work could be used for devotional reading in a way and to an extent that would not be true of typical meditation books. A special effort is made to keep in mind the needs of both beginners and proficients in the religious life and in mental prayer. The ways in which Christ and the Apostles instructed their first disciples are consciously imitated with the design of proposing the highest ideals, of getting them practically accepted, and at the same time of pointing out the discrepancies that are only too likely to exist between the profession and the performance of religious men or women. The epistles of the New Testament are also used to learn and copy the method and means by which the Apostles sought to transform recent converts from Judaism or paganism into "be-lievers . doers . and lovers." With this touch of antiquity goes a peculiar flavor of modernity, in that the spiritual lessons of these volumes are studiously adapted to the conditions of our times and place. Evidently it is the author's most earnest and zealous hope that those who use these suggestions for prayerful reflection will. become just what, in accordance with the highest religious ideals and their own special vocation and under present-day circumstances, they ought to be. The theme dominating the whole series of medi-tations is that God is an infinitely good and great father and is inviting us to" an ever closer union with Him. --G. AUGUSTINE ELLARD, S.J. 257 BOOK REVIEWS Reoieto for Reti~ious THE HISTORY OF: THE POPES. By Ludwig yon Pastor. Translated by E. F. Peeler. Vol. 3S: Benedict XIV (1740-1758). Pp. xllv -I- 516. B. Herder Book Co., St. Louis, Missouri. $S.00. It surely seems like a return to normalcy when Herder resumes the publication of the English translation of Pastor's great'History. This is the very volume that Pastor was working on when death snatched the pen from his hand in 1928. But so much work had been done upon the pontificates up to and including Plus VI (d. 1799), that these materials were later rounded out and .published with the aid of several scholars named in the introduction. There are thus several additional volumes to appear in English; we trust their appearance will not be further unduly delayed. Those who want their Church history to be nothing but "edi-fying" stories had better not take up this volume; those who have enjoyed--and been built up--by the previous ones of the series, will know what to expect here. They will see a Pope, sixty-five at his election, eighty-three at his death, patiently, even light-heartedly governing the Church in a setting of unparalleled diplomatic black-mail. "Our pontificate," he once said, "will be famous for the injuries we suffer" (p. 111). He more than once described himself as "working with a pistol at his head" (p. 273), carrying on in the face of disappointments, insults, frustration. But by every conceivable concession he prevented for those eight-een years all the gigantic conflicts of the day from reaching the explosions that carrie not long afterwards. The chief interest of this volume turns on that slippery story of the ,lansenists, who for a long time had enjoyed immunity and pro-tection, particularly in Fiance, in their defiance of papal authority. Many different factors complicated the "straight" religious issue, but at every turn it was the Church in France that was torn to shreds by parlement and prelates, by Pompadour's open immorality, and Louis XV's blundering ineptitudes. As early as 1750 Parisians were calling themselves "Republicans," and a French bishop recalled in a pastoral letter that an English king had been beheaded in 1649 (p. 225). But as Benedict passed from the scene the 3ansenists were still in the ascendant, and the party's gre~atest hour, the Synod of Pistoia (1786-87), was still in the making. It is almost another preview of history that in the early years of this pontificate a group of people came together in Rome to plot the total destruction of the Society of,lesus (p. 390). One of those 258 September, 1950 BOOK REVIEWS plotters was a young man named Ricci, who later achieved a baleful fame by presiding at the Synod of Pistoia as its bishop. It is one of the ironies of history that he was a nephew of a General of the desuits he had helped to destroy, and who had died in prison in 1775. Even in the Sacred College there were those who said: "Hold Rome in check by Gallicanism, but Gallicanism by means of Rome" (p. 287). In Benedict's lifetime this conspiracy was. contained, but later on the Tanucci-Pombal-Choiseul p~essure, not to mention the monarchs they served, produced the suppression of 1773. Benedict XIV had a scholar's reputation, particularly in histori-cal and canonical fields, when he came to the papacy. His has been an enduring influence, as organizer, legislator, reformer. His regula-tions for beatifications and canonizations still govern those functions. He .was hailed as "the greatest of the canonists" (p. 298), even as Gu~ranger later said of him that no Pope had ever possessed such a knowledge of the Roman liturgy (p. 301). The book's final section, treating of the missions, handles two other famous controversies he settled: the Chinese Rites (duly 11, 1742) and those of Malabar (Sept. 12, 1744). In this connection it is regrettable that the translation mirrors conditions as they were twenty years ago, for, owing to prgfound changes in the religious mentality of the Orient, it is precisely these acts of Benedict XIV that have been changed in our day by Plus XI and Pius XII. But that was in the interval between the writing of the book and this English translation.--GERALD ]~LLARD, S.d. THE HOLY SEI: AT WORK. B~/Edward L. Hes÷on, C.S.C;. Pp. x~v + 188. The Bruce Publishing Company, Milwaukee, Wisconsin. 1950. $2.50. This book gives us a popular but adequate explanation of how the Holy Father, supreme visible head of the Church, together with his Senate of Cardinals, governs the universal Church through the medium of the Roman Curia. After a brief introduction explaining the nature and meaning of the terms: Pope, Curia, and Cardinals, the author passes on to the most important part of the book--a one-hundred page account of the various Roman Congregations--in which he discusses the Con-gregations, first in general and then in particular, giving the origin, history, competency, and personnel of each. Part three does the same for the Tribunals ot: the Holy See: the Sacred Apostolic Penitentiary, the Supreme Tribunal of the Apostolic Signature, and the Sacred Roman Rota. The fourth and last section treats of the Offices of the 259 BOOK REVIEWS Revieu~ for Religious Holy See: the Apostolic Chancery, the Apostolic Datary, the Rev-erend Apostolic Chamber, the Secretariate of State with its associated Secretariates of Briefs to Princes, and of Latin Letters. A chapter on the Code of Canon Law, the official bod~ of ecclesiastical law for the Latin Church, and one on the election of a new Pope bring the work to a close. The Holy See at Work contains a wealth of interesting details, such as the process of a petition through one of the Congregations from beginning to end, the meaning of "the secret of the Holy Office," the appointment of bishops, the relation of the Churches of the Orient to the Latin Church, the various steps by which a diocesan religious congregation obtains the approval of the Holy See and becomes pontifical, the evolution of a mission from an apostolic prefecture to a diocese, steps to beatification and canonization, special procedure of the Sacred Penitentiary, process of a marriage case through the Rota, kinds of papal documents, the election of a new Pope. Priests and religious, as well as the interested laity, are indebted to Father Heston for having made all this information available in handy form and at a reasonable price. Twenty-two illustrations and three charts enhance the usefulness of the volume. --ADAM C. ELLIS, S.J. LITTLE MEDITATIONS ON THE HOLY EUCHARIST. By Rev. Thomas D. Williams. Pp. 319. The Bruce Publishing Company, Milwaukee, Wis-consin. $3.50. The Holy Eucharist deserves our whole-hearted appreciation and highest esteem. Yet, because it is shrouded in mystery, and our senses fail to penetrate the veil which hides the Real Presence of Jesus on our altars, we often fail to value this priceless Gift of God as we should. How can we become thoroughly acquainted with so inestimable a treasure, how acquire a conscious security of faith? By frequently meditating on the Real Presence, on the value of Holy Communion, and on the significance of the Sacrifice of the Mass. To make this easy and attractive, Father Williams offers a short meditation for every day of the year on some phase of the Eucharistic mystery. These considerations, based on the words of Scripture and the teachings of theology, are so clear and simple, so attractive and devotional, that any one who ponders them slowly and prayerfully will continually grow in knowledge and love of the Holy Eucharist. The author makes excellent and practical use of Scripture texts, which lend a stimulating touch to every paragraph. Throughout 260 September, 1950 BOOK NOTICES we sense a mellow tone of ~olid piety, and nowhere is there the least evidence of sentithentality or pious exaggeration. We highly recom-mend the book for use in visiting the Blessed Sacrament. --HENRY WILLMERING, S.J. BOOK NOTICES WE LIVE WITH OUR EYES OPEN is a sequel to the earlier work by Dom Hubert van Zeller, O.S.B., which was entitled We Die Standir~g Up. In his first book Father van Zeller treated chiefly the obstacles encountered in the quest for holiness. In the thirty-nine essays of the present volume he centers our attention on the means to sanctity. Here as before the treatment of his theme is straightforward and stimulating. Most of the essays discuss the use of creatures, in-terior prayer, mysticism, asceticism, and the proper orientation of the virtue of love in general and as applied to the sacrament of matri-mony. (New York: Sheed ~ Ward, 1950. Pp. x -q- 172. $2.00.) Richelieu's France of the seventeenth century was the scene for the life and work of Charles de Condren, the second superior of the Oratory in France. M. V. Woodgate's CHARLES DE CONDREN iS not a mere pious biography in the old tradition, but a balanced, though brief, account of a very human, holy, and at times, weak personality. (Westminster, Md.: The Newman Press, 1950. Pp. xi + 155. $2.25.) LITURGICAL PRAYER: ITS HISTORY AND SPIRIT, by Msgr. Fer-nand Cabrol, O.S.B., is an offset reproduction of a liturgical classic which first apeared in its French original in 1900. It was later trans-lated by a Benedictine of Stanbrook in a 1921 edition. The litera-ture and the notes cited are, therefore, of the last years of the last cen-tury, but the text, by a man who could combine deep knowledge with popular presentation, is as timely now as when first written. (Westminster, Md.: The Newman Press, 1950. Pp. xiv -t- 382. $3.50.) The important role of congregations of religious women in the development of the Church, and especially of Catholic education, in the United States cannot be overemphasized. One of the latest his-torical studies dealing with this theme is Sister Maria Kostka Logue's SISTERS OF ST. JOSEPH OF PHILADELPHIA. This carefully docu- 261 BOOK ANNOUNCEMENTS Reoieto for Religious mented, highly objective, and interesting work covers a century of growth and development of the Congregation in the eastern states from 1847 to 1947. (Westminster, Md.: The Newman Press, 1950. Pp. xii q- 380. $5.00.) Religious, by profession particularly interested in the hidden life of Christ with its message of self-effacement, obscurity and obedi-ence, should be grateful to Dr. Patrick J. Temple for PATTERN DIVINE: OUR LORD'S HIDDEN LIFE. This book fills a real need, for too many books on the childhood of Christ are either apologetic or piously exaggerated, while chapters in standard "Lives of Christ" are generally too meagre. Dr. Temple gives a detailed account of the exterior life of the Holy Family at Nazareth and presents the Jewish life, society and thought that affected the youthful Christ. Every page of the book is documented, and the explanations in the foot-notes justify the claim that the story of PATTERN DIVINE is not imaginative and fictitious, but sober truth and reliable fact. The devotional tone, which pervades the whole account, is conspicuous in a concluding summary paragraph for each chapter. A very copious bibliography and a detailed index are additional assets of the work. (St. Louis: B. Herder Book Company, 1950. Pp. xii-k 389. $5.00) PRAYER FOR _A_LL TIMES, by Pierre Charles, S. J., and trans-lated from the French by Maud Monahan, is a reprint of a spiritual classic that has already gone through seven editions. The publishers are to be congratulated for combining the former three separate vol-umes. into one. Each of the ninty-nine chapters of two and one half pages deals with some important point in the spiritual life. The book can be used either for spiritual reading or for points for medi-tation. One chapter at a time is sufficient since each chapter demands reflection, application, prayer. The deep spiritual insight and many practical suggestions are brought home in a kindly spirit and a graphic style. (Westminsier, Md.: The Newman Press, 1950. Pp. 328. $3.50.) BOOK ANNOUNCEMENTS [For the most part, these notices are purely descriptive, based on a cursory exam-ination of the books listed.] THE GRAIL, St. Meinrad, Indiana. THE HOLY RULE OF ST. BENEDICT. Pp. xiv q- 95. $1.00 (paper) ; $2.00. (cloth). 262 September, 1950 BOOK ANNOUNCEMENT8 SAINT BENEDICT THE MAN. By Dom I. Ryelandt, O.S.B. Translated from the French by Rev. Patrick Shaughnessy, O.S.B. Pp. 102. $1.25. The first book, a second printing, besides the Rule contains a Short biographical sketch of St. Benedict by Aidan Cardinal Gasque~ and a sermon on the saint by Pope Pius XlI. The second contains three studies of the inner life, "the moral physiognomy," of St. Bene-dict. The studies are based on an analysis of his Rule, on St. Greg-ory the Great's life of th~ saint, and on a comparative study of St. Benedict and St. Francis de Sales. B. HERDER BOOK COMPANY, St. Louis, Missouri. CHRIST THE SAVIOR. By Rev. Reginald Garrigou-Lagrange, O.P. Translated by Dom Bede Rose, O.S.B. Pp. iv + 748. $9.00. This is the English edition of Ft. Lagrange's Latin textbook, DE CHRISTO SALVATORE, a commentary on the Third Part of St. Whomas's SUMMA THEOLOGICA. A thirty-page "Compendium of Mari-ology" rounds out the volume. ISTITUTO PADANO DI ARTI GRAFICHE, Rovigo, Italy IL DIRITTO DELLE RELIGIOSE. By Rev. Louis Fanfani, O.P. Pp. xxii + 346. L. 1500. This is the third edition of the author's Italian LAW FOR RELIGIOUS WOMEN based on his larger Latin work, DE IURE RELIGIOSORUM. "It has been brought up to date with the most recent decisions of the Holy See, and has been improved in some points by a more accurate exposition of the canons of the Code referring to religious women." NEWMAN PRESS, Westminster, Margland. REVOLUTION IN A CITY PARISH. By Abb4 G. Michonneau. Pp. xxi -~- 189. $2.50. The city parish is in the mission of France among the working class population in the Paris suburbs. A co-worker, Father H. Ch. Ch4ry, O.P., and the Abb4 discuss in dia-logue form the needs and difficulties, the objectives and methods in their missionary apostolate. SAINT PAUL AND APOSTOLIC WRITINGS. By Sebastian Bul-lough, O.P. Pp. xviii q- 338. $3.00. This latest volume in the series of Scripture textbooks for use in Catholic schools in England deals with the Pauline Epistles, the seven Catholic Epistles, and the Apocalypse. Ft. Bullough's exegesis and commentary provide a valuable background for a more intelligent and fruitful understand-ing of these important New Testament writings. 263 BOOK ANNOUNCEMENTS Ret;ieto for Religious SERMON NOTES ON THE SUNDAY PROPERS. By Rev. F. H. Drinkwater. Pp. 119. $2.00. A reprint. The author derives useful themes from parts of the Mass propers exclusiye of the epistles and gospels. SOME RARE VIRTUES. By Raoul Plus, S.J. Translated from the French by Sister Mary Edgar Meyer, O.S.F. Pp. vi q- 213'. $1.75. All virtues are rare, but some that Fr. Plus treats of are especially rare, such as "Knowing how to be grateful," "Good use of time" and "Pity for the sick and afflicted." It is the first English publication of this work. THE. SUPPLICATION OF SOULS. By St,f Thomas More. Edited by Sister Mary Thecla, S.C. Pp. xiii -{- 187. $2.50. This book is Thomas More's refutation of the heretical work of Simon Fish,' SUPPLICATION FOR THE BEGGARS. This is an instance to prove Father J. J. Daly's remark "More's was the" only pen at the service of the Church to do battle in the vernacular against heresy." In the book St. Thomas defends the clergy against irreverent and unfair attack and upholds the doctrine on purgatory, making a moving ap-peal for the poor souls. The book is mostly, but not exclusively, of historical interest. FOR YOUR INFORMATION (Continued from page 251) tolic Press Association, a non-profit organization. One departure from existing journalism is the financing of the paper. Instead of advertising it will depend on circulation revenue. And for initial expenses the founders are enlisting the charity of those Catholics who believe there is a need for such a paper. There will be five issues weekly, and two editions: one local and one national. The national edition will be delivered by air cargo and should reach most subscribers on the day of publication. Prices for one year are: $14.00 for the national edition; $12.50 for the local. For the scale of prices on shorter terms, as well as for other informa-tion, write to: The Sun Herald, 702 East 12th St., Kansas City 6, Mo. Confessors' Patron St. Alphonsus Liguori, founder of the Redemptorists, has long (Continued on page 280) 264 ues!: ons Answers ~2 Im We wish to gain the Jubilee indulgence. Our local ordinary has made no pronouncement on the subject. Have our i:onfessors the authority to prescribe the necessary conditions for gaining this indulgence? Is it neces-sary to go to confession and to receive Holy Communion each time? As Father Bergh pointed out in his article on "The Holy Year of 1950" in the January number of the Reuieto, the general require-ments for gaining the Jubilee indulgence in Rome are: reception of the sacraments of Penance and.the Eucharist,-and visits to the four major Roman basilicas in which certain prescribed prayers must be said. Outside Rome, for those who are entitled by way of exception to gain the Jubilee indulgence at home (all women religious among others), the local ordinary or any confessor delegated by him may substitute other works, of religion, piety, and charity in place of the visits to the four Roman basilicas. In places where the local ordinary has, made no provision, confessors may presume that they have received tacit delegation to make the substitution. Confession and Holy Communion are required for each gaining of the indulgence. ~22m Is it in accord with canon law for religious 1o be given permissibn ÷6 take trips during the summer if their relatives pay the expensesmeven if those trips are pilgrimages to Rome and to various shrines? The obligation to common life which is imposed upon all reli-gious by canon 594 forbids superiors to allow certain members of the community to take a trip (even though it be a pious pilgrimage) merely because parents, relatives, or friends are willing to pay the expenses. Common life requires that the community supply a reli-gious with whatever he needs, just as everything which comes to him as a religions must be put in the community funds. Common life also requires that, generally speaking, equal opportunities be given to all members of the community. Hence a superior could allow the members of his community to make a pious pilgrimage provided that he supplied the necessary expense money for such members of his community as do not have relatives or friends who are willing to pay for them. Again, the constitutions of the community would have to be consulted to see whether such trips, pious or otherwise, are allowed. An article explaining this matter of common life in 265 QUESTIONS AND ~NSWERS Review for Religious detail will be found in this Review for January, 1948, pp. 33-45. When we say that common life generally requires that equal opportunity be given to all, we do not mean that it is a~ainst com-mon life to allow certain privileges (like a pilgrimage) to jubilari-ans, to the perpetually professed, and so forth. In such cases, how-ever, the use of the privilege should be extended to the whole group and should not be limited to those who can procure the necessary funds from relatives or friends. --23- Has a meeting of provincial superiors presided over by the superior general and his councilors the authority to change a custom which has been observed in the congregation for over one hundred years, or is such a change reserved to the general, chapter? Only a general chapter can change customs which are common t~ a religious congregation. The constitutions could give the power to the superior general and his councilors, but this would have to be stated explicitly. --24~ What precisely are the Normae, so often referred to in leglslation for religious communities? How much authority is aHached to them? Must all constitutions and custom books of nuns conform to these Normae? About the year 1860 the Sacred Congregation of Bishops and Regulars, then in charge of all religious orders and congregations, began to establish uniform regulations for the new religious congre-gations, especially of women, which were increasing in number. More or less uniform sets of constitutions were given to them on trial, until they took permanent shape for each congregation in the draft which was given final approval. In the course of forty years some things were changed, others were added, and some were dropped. These regulations, in the shape of a set of model constitutions for religious congregations with simple vows, were published on June 28, 1901 under the title of Norms according to which the Sacred Congregation o~ Bishops and Regulars is accustomed to proceed in the approval of new institutes with simple vows. The Normae did not establish any formal legislation for religious congregations, but were published for the sole use of the Sacred Congregation as a guide in the composition and construction of constitutions for new congre-gations with simple vows seeking the approval of the Holy See. Thus most of the congregations approved during the last part of the nine- 266 September, 1950 QUESTIONS AND ANSWERS teenth century and first part of the twentieth (until the new Code of Canon Law in 1918) are based exclusively on the Normae. These old constitutions had to be revised in order to bring them into con-formity with the new Code of Canon Law. However, most of the matter contained in the Normae was incorporated into the Code, with modifications, omissions, and additions, of course. Hence the Normae are useful even today because they give us a better under-standing of the canons of the Code which deal with similar matters, as well as of the constitutions themselves in which the wording of the Normae has been retained in great part. To answer our question-: New constitutions and customs need not and should not conform to the old Normae but exclusively to the present Code of Canon Law. --25~ Is ÷here any difference in ÷he meanlncj and in the use of the followin9 words applicable to Sisters taken collectively: community, order, sister-hood, congregation, institute? In everyday life these general terms are used indiscriminately to signify a group of religious women. Canonically speaking, how-ever, there is a difference in their meaning, which is contained in the definitions provided for us in canon 488 of the Code. Thus: (1) An "institute" (religio) is any society, approved by legitimate ecclesiastical authority, the members of which tend to evangelical perfection, according to the laws proper to the society, by the profes: sion of public vows, whether perpetual or temporary. (2) An "order" is an institute whose members make profession of solemn vows. (3) A "religious congregation" or simply a "congregation" is an institute whose members make profession of simple vows only, whether perpetual or temporary. The canon does not define the terms "community" and "sisterhood," but it does define (4) "nuns" as religious women with solemn vows or, unless it appears other-wise from the nature of the case or from the context, religious women whose vows are normally solemn, but which, by a disposition of the Holy See, are simple in certain regions; whereas "sisters" are reli-gious women with simple vows. The term "community" is not used officially in canon law. It popularly indicates either an "institute," which is a general term in-cluding both orders and congregations, or it is used to identify a local group of religious, classified in canon law as a "religious house." "Sisterhood" is a popular term for an institute of religious women, 267 QUESTIONS AND ANSWERS whether of nuns or of sisters, though technically it should be restricted to an institute of sisters only. 26 Do the words: rule, holy rule, constitutions, and customary, represent distinct thlncjs, or has the term "the rule" the same meanincj as "constitu-tions"? Technically the term '"Rule" always refers to one of four great rules which most religious orders followed down to the sixteenth century, and which they still follow, and which are followed by a number of modern religious congregations. These are: the Rule of St. Benedict, the Rule of St. Basil, the Rule of St. Augustine, and the Rule ot: St. Francis. To these four rules, which are stable and unchangeable, other regulations regarding details not contained in the rules have been added, and these additions were called "constitu-tions." In the sixteenth century the new orders of clerics regular who did not adopt any of the four great rules, introduced a new system whereby the fixed and stable parts of their legislation were called "constitutions" while other minor regulations which were changeable were called "rules." Modern congregations, even though they follow one of the four great rules, have a body of practical legislation known as "constitu-tions," and approved either by the local Ordinary or by the Holy See. Minor observances are called "regulations" or "rules." The term "customary," or "book of customs," and the like, indicate observances usually brought into being by custom or usage, first in one community, then in another, and finally in a whole insti-tute. These may be changed by a general chapter, but no general chapter has the right to change the constitutions approved by the Holy See or by the local ordinary. OUR CONTRIBUTORS P. DELETTER is a member of the faculty of St. Mary's theological college, Kurseong, India. WINFRID HERBST, writer, retreat master, former master ot~ nov-ices, is on the faculty of the Salvatorian Seminary, St. Nazianz, Wisconsin. GER-ALD KELLY and JEROME ]~REUNIG are members of the editorial board of the REVIEW FOR RELIGIOUS.Fr. Breunig succeeds Father Alfred Schneider as editorial secretary. 268 Report !:o Rome [In the following pages we conclude the publishing of the List of Questions to be answered in the quinquennial report by pontifical institutes. We have printed these questions, not only as an aid to superiors who must answer, them, but also as a means of giving all religious a better knowledge of the Church's law concerning religious. The questions are published exactly as they appear in the official English trans-lation. Questions marked with an asterisk (*) concern only institutes of men: those marked with a cross ('1") refer only to institutes of women. For information about the means of obtaining the copies of the questions, see p. 236.--ED.] ARTICLE III Coneernlncj those who have departed or been dismissed, and others who leave the Institute Concerning those who haue gone out from the Institute 248. a) How many in the Institute and in each Province, at the expiration of their vows did not renew them, either because they chose not to do so or because they were not allowed to do so. b) How many of the professed of temporary vows were dis-pensed during their vows, and how many of the professed of per-petual vows were dispensed. 249. Were those who were dispensed from tbeir vows at their own request or with their consent, forced, or without serious and grave reasons and precautions permitted, to leave the religious house before the rescript was duly executed. 250. How many transfers, if any, were there to another In-stitute. C6ncerning apostates and fugitiues 251. a) How many apostates and fugitives, if any, were there during the five-year period. b) Did the Society or Institute observe the provisions of law concerning apostates and fugitives, by seeking them (c. 645 § 2),and if this proved fruitless, by proceeding against them according to law, so that their juridical condition should be clearly defined. Were the provisions of law regarding those who came back observed (cc. 2385, 2386), and is watchful provision made for their spiritual good. Concerning those dismissed bg Superiors and those not admitted to profession 252. a) Since the last Report, how many of the professed of 269 REPORT TO ROME Review for Religious temporary v, ows and how many of the professed of perpetual vows have been dismissed, according to Provinces. b) In the dismissal of religious, whether of temporary or of perpetual vows, were the norms of the common law (cc. 647 § 2, 649-672) as well as those of the Constitutions observed. c) Was the same done in regard to not admitting the professed of temporary vows to the renewal of their vows or to perpetual profession (c. 637). 253. Were the dismissed of temporary vows, while the recourse duly made within ten days was pending (c. 647 § 2; S. C. of Reli-gious, 20 July 1923, AAS, XV, I923, p. 457), and the dismissed of perpetual vows, before the decree or judgment of dismissal had been confirmed by the Sacred Congregation (cc. 652, 666), forced to leave the Institute. 254. Are the dismissed who are not in sacred orders released from their vows by the dismissal (c. 669 § 1); and if the vows remain, does the Institute show solicitude regarding their condition (c. 672 § 1). Concerning those dismissed by the law itself and those sent back to the world 255. What were the cases, and the causes which led to them, for both the professed of temporary and those of perpetual vows, where they were either sent back to the world on account of grave scandal or very grave harm (co. 653, 668) or dismissed by the law itself (c. 646). 256. Were steps immediately taken according to the Code (cc. 646 § 2, 653, 668) to determine the condition of those dis-missed by the law itself and of those sent back to the world. 257. Is there any such person whose condition still r~mains undetermined. 258. What cases if any have occurred of the reduction to the lay state of religious who had received sacred orders; how many were voluntary and how many penal. Concerning those who were exctoistered 259. How many cases of exclaustration were there, if any; are the causes carefully and conscientiously pondered in the presence of God before the petition is recommended and the rescript executed. 260. Does the Institute take care: a) That if it seems necessary to ask for an extension of the 270 September, 1950 REPORT TO ROME indults, they be renewed in due time. b) That the persons who are excloistered lead a worthy reli-gious llfe and return as soon as possible to some house of the Insti-tute. 261". Likewise does the'Institute take care regarding those who have been secularized on trial, and regarding their return to religion if at the expiration of the three-year period the indult is not renewed or they are not accepted, by the Ordinary. Concerning absences from the house ¯ 262. Do Superiors see to it that subjects remain out of the house only for a just and grave reason and for the shortest possible time, according to the Constitutions (c. 606 § 2). 263. For absences which exceed six months, except for studies or ministries according to law and the Constitutions, was the permis-sion of the Holy See always obtained (c. 606 § 2). 264. Is it allowed by reason or under color of a vacation, that time be spent with one's parents or outside a house of the Institute. Concbrning the deceased 265. Were the prescribed suffrages faithfully and promptly per-formed for all the deceased. ARTICLE IV Concernincj the various classes and conditions of religlous § 1. - CONCERNING CLERICS (This is dealt with in the Report on formation and studies). § 2. - CONCERh~ING Conversi OR COADJUTORS Concerning their education and training 266. Do Superiors, in accordance with c. 509 § 2, 2° give to those religious who belong to the class of conversi, instruction in Christian doctrine; and do Superiors, both before and after their pro-fession but especially during the earlier years, carefully attend to their spiritual, intellectual, civil and technical education according to the functions which they have to fulfill. 267. Are the religious allowed to engage in works which do not seem to be suitable to the religious state. 268. Do Superiors with paternal charity diligently provide also for the bodily health of the conversi or coadjutors. 271 REPORT TO ROME § 3. CONCERNING THOSE WHO ARE APPLIED TO MILITARY SERVICE Concerning the profession of those who are to be called for the first time to active militarg service 269*. Did Superiors regulate according to the decrees of the Holy See the temporary professions of those who are to be called for the first time to active military service or its equivalent. 270*. Were perpetual professions permitted before the first active military service or its equivalent, to which the young men are liable to be called. Concerning the religious during their militarg service 271". a) Did Superiors take care of their members in the service, watch over their life, communicate frequently with them, requiring a periodical account of their conduct, their actions and exercises of piety, etc. b) What special means were used to secure their perseverance. 272*. In cases of dismissal for just and reasonable causes, or of voluntary s.eparation from the Institute, did the Major Superior fol-low the p~escribed procedure and faithfully conserve all the docu-ments in the Archives. Concerning the renewal of temporarg profession after military service and the making of perpetual profession 273*. For admission to the renewal of temporary profession, was everything done which is prescribed by the common law and in the decrees regarding this matter. 274*. Was the prescribed time of the temporary profession com-pleted after military service, and also the time of the temporary vows which is prescribed by law and by the Constitutions before the making of the perpetual profession. CHAPTER III CONCERNING THE WORKS AND MINISTRIES OF THE INSTITUTE ARTICLE I Concerning minis÷ties in general Concerning the special end and the works of the Institute in general 275. Were the ministries proper to the Institute abandoned or neglected. 276. Were any works engaged in which are not contained in the 272 September, 1950 REPORT TO ROME special end of the Institute; if so, with what permission was this done. Concerning abuses in the exercise of ministries 277. Were any abuses in the exercise of ministries introduced during this time; if so what were they. 278. Is all appearance of avarice carefully avoided on the occasion of ministries. 279. Was begging from door to door, according to law (cc. 621, 622) and the Constitutions, done with the required permissions. 280. Moreover, in begging, were the rules of law (c. 623), the instructions of the Holy See (c. 624) and the norms of the Consti-tutions observed. 281. By reason of or under pretext of ministries, are an excessive or too worldly communication with seculars and frequent and pro-longed absences from the religious house permitted. 282. What precautions are taken in this communication in order to avoid harm to the religious and scandal to seculars. Concerning difficulties with the secular clergy or with other Institutes, etc. because of the ministries 283. On the occasion of the ministries did any friction occur with ecclesiastical Superiors, with pastors and the secular clergy, with other Institutes or with Chaplains. What were the chief instances of such difficulties and where did they occur. 284. What probable reasons can be assigned for these difficulties. and what remedies can be suggested for their avoidance. ARTICLE II Concerning special ministries Concerning Missions among infidels and heretics 285. In the Missions, or in any one of them, did the religious life suffer any harm, and if so, what were the reasons for this. 286. What safeguards were used or should have been used so that in the apostolate the faithful observance of religious discipline and the care of one's own sanctification be better secured. 287*. In the Missions, is the internal religious Superior distinct. from the ecclesiastical Superior. 288*. Did this union of offices in the same person result in advantages or rather in disadvantages. 273 REPORT TO ROME Review for Religious Concerning Parishes, Churches and Sanctuaries 289*. For the incorporation or union of parishes, was an indult of the Holy See obtained, according to cc. 452 § 1, 1423 § 2, so that there should be a union or incorporation properly effected. 290*. In what form were Parishes united to the Institute: pleno iure (absolutely, at the will of the Holy See), in temporalibus, etc., and from what date. (A copy of the document should be sent if there is one). 291". Was an agreement made with the Ordinary of the place to accept any parish. (Send copies of the agreements made during the five-year period). 292*. How do Superiors watch over and assist those of their subjects who are pastors (c. 631 §§ I-2), and in case of need admonish and correct them. 293*. Was the office of local Superior ever united with that of pastor, observing c. 505; did this union give rise to difficulties, or was it on the contrary attended with good results. 294*. Did the Institute obtain from local Ordinaries that Churches or Sanctuaries should be entrusted to it; if so, with what permission and on what terms and conditions was this done. 295*. How do all Superiors see to it that religious discipline suffer no harm from the ministries engaged in by the religious in parishes or in public churche~ which are entrusted to them. Concerning Colleges, Schools and Seminaries 296,*. Has the Institute entrusted to it any Seminaries of clerics, and if so on what terms. (Documents and agreements entered into regarding this matter during the five-year period should be attached). 297*. In these Seminaries, are there any difficulties with the Ordi-naries, concerning either the religious life and discipline or the gov-ernment of the Seminary. 298*. What measures and efforts are employed toward the sound and thorough training and religious education of the students. 299. Are there houses for the residence of young people who are attending public schools. 300. In these cases is very special care taken to see that the schools are safe from the standpoint of both instruction and education; especially is a careful supervision maintained over the instruction and religious education; and if there are any deficiencies are they carefully remedied. 301t. Are there schools which are attended by both sexes; 274 September, 1950 REPORT TO ROME as regards fixing the age beyond which boys may not be admitted or retained, have the prescriptions made by the Ordinaries been observed. 302. Do Superiors strictly see to it that Rectors, Prefects, Teach-ers and Professors receive adequate preparation for their work: a) Scientifically, by acquiring knowledge which corresponds adequately to the grade of the class, and by obtaining degrees and certificates, even such as are recognized outside ecclesiastical circles. b) Pedagogically, by the study and practice of the art of teaching. c) Spiritually, so that they may exercise the office of teaching with a genuine zeal for souls and make it a means of sanctification for themselves and others. 303. Do Superiors carefuIly see to it that the work of teaching be properly harmonized with religious discipline. 304. Did they promptly remove from the office of teaching those who in practicing it make light of the religious life and are not a good example to the students. Concerning the practice of the corporal works of mercg 305. Does the Institute practice the corporal works of mercy toward the sick, orphans, the aged, etc. 306. Are there: a) Guest-houses and hospital

Issue 34.1 of the Review for Religious, 1975. This was the first issue edited by Dan Meenan, S.J. ; Review ]or Religious is edited by faculty members of the School of Divinity of St. Louis University, the editorial offices being located at 612 Humboldt Building; 539 North Grand Boulevard; St. Louis, Missouri 63103. It is owned by the Missouri Province Educational Institute; St. Louis, Missouri. Published bimonthly and copy-right (~ 1975 by Review [or Religious. Composed, printed, and manufactured in U.S.A. Second class postage paid at St. Louis, Missouri. Single copies: $1.75. Sub-scriptiqn U.S.A. and Canada: $6.00 a year; $11.00 for two years; other countries, $7.00 a year, $13.00 for two years. Orders should indicate whether they are for new or renewal subscriptions and should be accompanied by check or money order payable to Review ]or Religious in U.S.A. currency only. Pay no money to persons claiming to represent Review ]or Religious. Change of address requests should include former address. Daniel F. X. Meenan, S.J. Everett A. Diederich, S.J. Joseph F. Gallen, S.J. Editor Associate Editor Questions and Answers Editor January 1975 Volume 34 Number 1 Renewals, new subscriptions, and changes of address should be sent to Review for Religious; P.O. Box 6070; Duluth, Minnesota 55802. Correspondence with the editor and the associate editor together with manuscripts and books for review should be sent to Review for Religious; 612 Humboldt Building; 539 North Grand Boulevard; St. Louis, Missouri 63103. Questions for answering should be sent to Joseph F. Gallen, S.J.; St. Joseph's College; City Avenue at 54th Street; Philadelphia, Pennsyl-vania 19131. Daniel F. X. Meenan, S.J. Everett A. Diederich, S.J. Joseph F. Gallen, S.J. Editor Associate Editor Questions and Answers Editor Review for Religious is published in January, March, May~ July, September, and November on the fifteenth of the month. It is indexed in the Catholic Periodical and Literature Index and in Book Review Index. A microfilm edi-tion of Review for Religious is available from University Microfilm; Ann Ar-bor, Michigan 48106. Copyright © 1975 by Review for Religious. Symposium on Continuing Formation Peter W. Cantwell, O.F.M. Sister Margaret McGovern, R.S.M. Brother Ronald Perry, F.M.S. In the following is given the text of three talks given in March 1974 to the Combined Major Superiors' Conference of Australia. PRINCIPLES OF CONTINUING FORMATION By Peter W. Cantwell, O.F.M. (Father Cantweli is Deputy Head of the Department of Pastoral Studies at Yarra Theol?gy Union in Box Hill, Australia, and a Director of Formation for the Franciscan Fathers. His address is: Franciscan Retreat House; 39 Sackville Street; Kew, Victoria 3101; Australia.) The most obvious question to ask at the beginning of a paper such as this is: Why continuing formation at all? The Need for Continuing Formation The first answer that comes to mind is: There are no professionals in living! We never graduate from the undergraduate status in the katter of life and liv-ing. And the other side of the coin is: It is surprisingly easy to become a drop-out from the university of life, to become someone who feels that he has now arrived and earned a rest and doesn't need to learn any more, and that it is now time to rest on his laurels! Well, in God's dealings with His chosen people, as soon as laurels were seen as things to rest on, then the People of God were broken in some very real way. To be a follower of Christ is a process of con-tinuing conversion of heart; we never have the faith in a static sense, but it is something that grows in us and must keep.growing. Augustine described the process of faith as: Hands groping in the dark. It is very easy, and very human, to give up the groping and find a comfortable niche. So the real question is not: How do we justify the time given to continuingformation? but rather: How do we justify not making it more of a priority than perhaps we do? We should not be asking "Why?" but rather "Why not?" 3 4 / Review for Religious, Volume 34, 1975/1 One of the answers sometimes given to the "Why not?" question is: Someone else has to do my work while I am away, and besides l am not con-tributing to the Province during that time. The second statement is invalid, for surely ! am preparing myself to be better equipped when I come back. And possibly the first statement reflects a certain mania for productivity and an ap-proach to religious life which is over task-centered (work is primary) rather than person-centered (the person is primary). But beyond the more general human need for continuing education and re-education-- being experienced in many fields today quite outside Church circles: teachers, nurses, management, and so forth--there are several very clear reasons from within the Church which emphasize the need for continuing formation. Vatican II specifically challenged religious to respond to the needs of the contemporary world and thereby make themselves more striking and credible witnesses to the gospel. It demanded of religious that they be attentive to the signs of the times and that they speak the good news to the people of this century and not the last. The challenge of Vatican iI was and is virtually a mandate for rebirth, and it was the impetus of Vatican II which stimulated the search for a new identity for religious orders and congregations. This mandate for rebirth was made doubly complicated by the rapidity of the changes occurring in society around. Not only did religious have to catch up on ~a world that was already in front, but on a world that was accelerating at a frightening rate (see Future Shock). So in religious life at the moment we have not only abandoned many struc-tures which have ceased to be useful and begun to search for new horizons--a challenging enough task on its own--but we have to try to accomplish this in a rapidly changing environment. In a recent article Karl Rahner analyzes the whole question of change in reference to religious life and concludes that one of the primary demands on religious today is to cope with a situation of change where many of the familiar landmarks have gone for good. This in itself puts considerable pressure on people: It requires a deeper and more solidly based personal maturity to be able to cope with change than it did to live year after year in a fairly codified, unchanging, structured, more conforming religious life. So if I were to try to sum up the need for continuing formation, the sum-mary would run something like this: --if we want to keep growing as persons, we need it. --if we want to answer the challenge of ,Vatican 1I, we need it. --if we want our witness to keep pace with and be relevant to today's world, we have no other option. Definition With that in mind I would like to try to give a description of how 1 see con-tinuing formation: The facilitation of the continuing growth of the whole person so as to promote a deeper and fuller commitment to the person and mission of Christ. Symposium on Continuing Formation Put perhaps in a more simple form, I do not ~believe that the central goal of continuing formation is to give people a lot more knowledge or produce people who are a lot better informed (though that is part of it, as we shall see), but rather to help the person: believe more in himself, believe more in life, believe more in Christ. This demands a real wrestling with myself in the radical depths of my faith-committed humanity, a continuing conversion~ as I try to inch forward in growth towards a fuller realization within myself Of the fullness of the Person of Christ. IMPLICATIONS Growtl~ and Attitude Change The first term in the description is "growth." Growth is and must be the central issue in continuing formation (or any formation for that matter). And something that is closely associated with the whole notion of growth is attitude change. What is an attitude? In my day-to-day living what determines the way l am ~oing to act in various situations is the set of attitudes which my life ex-periences to date have taught me. An attitude could then be simply described as "the way I perceive a situation," and it determines the way I will behave in a given situation. If my attitude towards change is that it is unnecessary, then my behavior will probably be one of resistance. If my attitude towards myself is one of general insecurity, change will be threatening for me, and 1 will resist again but for a different reason. Attitudes are usually fairly deeply engrained, they are a distilled product of my life experiences to date, they are very much tied to the center of my per-sonhood, "where I am at now." So they change only slowly and with much ef-fort. Attitude change is usually described as a threefold process, involving: firstly, beginning to let go of the old outlook and behaviors ("unfreezing"); secondly, looking around for a new frame of reference and new behavior models ("changing"); and thirdly, trying to solidify the newly acquired outlook and behavior so that they become a permanent part of the person's functional repertoire ("refreezing"). I would like to group the,first set of principles for continuing formation un-der these various dimensions of attitude change. '° Unfreezing" The first thing we are asking the person to undertake in attitude change is to venture out of an accustomed way of acting and to look around for new possibilities. Any person does this only with great caution, very tentatively, and. in an atmosphere of trust and acceptance, and is more likely to be too slow rather than too fast in the process: Hence: 6 / Review for Religious, Volume 34, 1975/1 If we are aiming at real growth, we can expect varying degrees of resistance, because we are asking persons to venture out into strange territory. In this venture it is very necessary that I see the need to move and am willing to take the risk involved. It is no good if you are trying to drag me along by the scruff of the neck. So: We cannot force people to grow or be renewed. A lot of time must be spent in eliciting the molivation Io want to grow. The effectiveness of a program depends to a large extent on how open the people participating are to the goals of the program, I feel it must be a terribly strong temptation for a superior, often out of sheer desperation, to use a large amount of moral and even physical pressure on those who are dragging their renewal heels to do programs that they simply do not want to do. Well, they might learn some new information, but they cannot possibly grow unless they want to. Father Nebreda, in his framework of catechesis, speaks of pre-evangelization: a kind of remote preparation for the proclamation of the good news. I think we need a type of pre-evangelization in the renewal work, almost like watering the ground before the plough comes along. There is a basic psy-chological axiom which says: People cannot be taught or learn who feel at the same time that they are being attacked. I feel that at times we need to spend more time watering the ground, gently listening to people and freeing them from the threat that they are about to be put through the compulsory sausage machine. Quite frequently we might find a surprising willingness under the camouflage of opposition. The next principle is perhaps self-explanatory: The longer a person has been in a relatively unchanging structure, the more resistance there is likely to be to change. Behavior patterns that have been in operation for a longer period of time, especially with people who are less secure in themselves, tend to become such a part of the person that change, while dearly Wished for, should not be expected. 1 often feel that the best and most that we can do for such people is to create opportunities for growth, encourage participation, but be open to the possibility that change may not be likely and that psychologically the person will remain where he or she is. The superior is then faced with the difficult situation of trying to find a niche for him which will be meaningful and enable him to feel that he is contributing something worthwhile, which will not de-mand change, but at the same time not create unnecessary hardships for those in the community who are trying to change. Quite a job! The last principle in this section is one which is very important: Real growth involves risk-taking and pain and tension, and may include the need for special help for a period of time. Sometimes, no matter how well one prepares a program and how well one screens people for it, an individual comes along who cannot cope with it and Symposium on Continuing Formation / 7 wl~o suddenly finds that he needs specialized help. (l would evenlike to extend the.principle and say that at some of the more critical phases of our individual growth most of us need something more than the ordinary help!) But to get back to renewal. In our experience, some superiors tend to overreact to this temporary inability of one of their subjects to cope. Well, if casualties con-stantly happened with the one program then one should ask some serious questions about the program. But an equally valid approach where real growth is concerned might see such a time of passing personal conflict as a not-to-be-unexpected factor of real efforts to grow, and if rightly handled by the right person such conflicts can be catalysts for very real growth. In fact we grow only through tension and conflict. And it could be far better for such tension and conflict to come to the surface in a controlled situation such as a program rather than when the person is busily engaged in the normal commitment to the apostolate. I am saying that to want "growth without casualties" is unreal and is perhaps wanting to avoid one of the unavoidables in growth. "Changing" We now come to the second stage of attitude change. Having tried to let go of an accustomed way of acting, the person is left in a state of confusion or doubt. That is an uncomfortable feeling, and gives rise to a strong motivation to resolve it. There are two ways that the person will usually try to do this. The first is to try to have a clear idea of the new goal that he is heading for, to seek to try to establish a new conceptual framework, to find ideas and ex-planations which are more in accord with life as he now sees it: lectures, books, reflection, the experience of others, and so forth--all the ways that we can find things out. He is looking for a new vision as to where he is heading. It is here that we treat of the place of new information in continuing education: Input and new information is an essential element of growth, but it can be, and often has been, wrongly made equivalent to growth. I think we all know the positive need and real benefits of new information, so just let me state some of the things that worry me about overemphasis on in-formation. Knowing does not necessarily by any means mean doing, and knowing how I should change does not mean that I am any closer to actually changing. I believe that in the early days of renewal within the Church we made the error of thinking that if we could get the latest lecturer with the latest idea on the latest subject then all would be well and we would immediately transform our orders and congregations. Such a notion of growth is one-sided. Know.ledge is essential, it provides a necessary frame of reference for un-derstanding experiences, and it elicits motivation for further growth. But the identification of knowledge with growth, as I think often happened in the older type of seminary training, can have unfortunate consequences. From the in-dividual's point of view it tends to produce the person who can mouth the latest I~ / Review for Religious, Volume 34, 1975/1 catchword (be it "caring and sharing" or "togetherness" or whatever) without there being any internal experience to go with it and make sense of it. And from the point of view of the congregation in the context of renewal, it leads to disappointment and cynicism because the expected fruits are not forthcom-ing. But to get back to the positive side, the first need of someone who is trying to change is to have a real and valid frame of reference so that he can see and understand where he is going. A second need to help him in this crucial mo-ment of change is to see this new vision realized in some way or another in the lives of significant people around him. Such significant people would include those who are trying to inject the new ideas (fine words without example are dry), but more particularly the people back hgme, the members of the com-munity and province, and possibly most particularly the leadership in the province. So we say: Change of attitude is greatly assisted where the leadership in a province (overall, not just the provincial or general) approaches some kind of exemplification of the goals of renewal. "Refreezing" The final stage of attitude change is the "refreezing," which simply means that we try to make sure that the acquired learnings persist and become a nor-mal part of the person's behavior. And here the whole environment of a com-munity and a province plays a very significant role. It is not unusual for people to undergo some change, but not be able to maintain it. Many mental hospital patients, for instance, recover in hospital where they are away from the interaction with members of their family or other persons who played an important part in bringing about their breakdown. On leaving the hospital in a reasonably healthy state ofbody and mind they go back to the old context of relationships which promptly brings about a relapse. Either the behavior patterns were not deeply engrained enough, or the environment and atmosphere were so negative as to be destruc-tive. Hence the principle: If growth changes are to be lasting, there is need for a supportive environment and con-tinuing reinforcement. An extreme example of this would be: a religious is removed from an en-vironment which is hostile to any change, given a short intensive program which requires a lot of reintegration on the personal level, and is then returned to the same situation with no follow-up! The more intensive aspects of personal renewal need to be prepared for, nurtured during the moments of change, and solidified through support and follow-up. In other words there needs to be an atmosphere of renewal in a prov.ince, renewal cannot be considered a "oncer" which we now get all our people through and then get back to normal life and work. Some of our friars reflect this wrong attitude when they now say: "1 have done my renewal!" Symposium on Continuing Formation / 9 The Whole Person The second aspect of our definition is that continuing formation is meant to promote the growth of the whole person. I would like to touch on a couple of principles very briefly. The first principle really sums up two things I have said already: Real renewal in a province requires an atmosphere which is "person-centered" as con-trasted to "task-centered" (excessive concern with productivity). If renewal is an urgent need today, then it must come first in practice as well as theory. One of the tensions that many religious whom 1 am counseling are facing today is that numbers in the congregation are dwindling, the same number of commitments is being maintained, and so people are being stretched beyond their elastic limit., and break. That is almost the direct opposite of the at-mosphere which is needed for real renewal. If people are going to be able to have the time and energy necessary to do some real personal reflection and reintegration, to keep pace with changing life today, and to survive in their religious commitments, then possibly they should be doing less than they were before--at least till they do some catching up! The second principle has ]already been touched on too: The whole person--intellectual, spiritual, human--must be considered if renewal is to be lasting: I feel the emphasis has been something like this: the intellectual has been overcatered for, the spiritual has been undercatered for, and the whole human dimension has often been completely neglected. Enough has been said on the intellectual area and the need for information. What of the spiritual? The last part of the description of continuing formation says.~that the overall and primary goal of renewal is "to promote a deeper and fuller commitment to the person and mission of Christ." The faith-prayer-Christ dimensior~ must ob-viously be the air we breathe when talking of renewal, for nothing makes sense outside of this framework. Today, at the very grass roots of religious con-gregations, there is a real awakening of a need for spiritual direction and counseling, .for depth of prayer and the need for reflection--maybe because these have been partly left out of some renewal efforts to date! On the human level, the level of normal personal maturing, the level of adequate preparation for the various stages of life (especially the later stages), the level of the development of a sense of self-worth and self-value, the whole field of a psy-chology and theology of leisure and the creative use of leisure time, we have often been abysmally lacking. But the other papers will fill this out more. The third principle: The whole of each person must be considered if renewal is to be lasting. To achieve this the different members of a province need to have access to a variety of programs. The simple point 1 am making by way of principle is this: In any province we have a variety of people with a variety of needs: the young and the old, those 10 / Review for Religious, Volume 34, 1975/1 who have done a lot of renewal and those who have done little, those brought up under the older formation programs and those under the newer, those who need pre-evangelization and those who need follow-up, those who need something pretty solid for a longer period of time, those groups with special needs (for example, superiors), programs for a single community, coedu-cational programs, intellectual versus experiential programs, and so forth. We cannot hope to find an ultimate program that will suit everyone, that we can put them through, and then imagine that all is done. Finally: A n atmosphere of renewal in a province, and a variety of possible programs to cope with differing needs, is more likely to avoid the dangers of polarization (where few people get a lot and the rest nothing). I feel that a province should, as far as possible, move as a whole,.but within a very broad unity. Pluralism within a broad unity. That might mean that some members need to do less and move more slowly, and others more and move more quickly. A variety of programs helps to spread the leaven as far as possi-ble and avoid dangerous splitting. Conclusion By way of conclusion, I would like to do no more than mention three broad principles which might help us to be as realistic, and even as optimistric, as possible about religious life today: Because growth is a slow and painful process, we should not expect too much too soon from any person or program. Conflict is functional: that is, growth occurs only in a situation of reasonable conflict and tension. In the absence of all ~tension a group stagnales. One of the goals of renewal should be to create a wise pluralism within a broad unity so as to be as open as possible to whatever direction the Spirit moves in. CREATIVE RENEWAL AND RELIGIOUS WOMEN By Sister Margaret McGovern, R.S.M. (Sister Margaret McGovern, R.S.M., is Director of the Social Work Department at the Mater Hospital; Pacific Highway; Crows Nest, N.S.W. 2065; Australia. She is also deeply involved in renewal work for religious throughout Australia.) The previous paper described some of the principles which must be considered when offering and organizing continuing education programs for members of religious congregations. The next paper by Brother Perry outlines in detail how some of the existing programs attempt to meet these needs and shows where there are gaps and overlapping. Here we should like to attempt to tease out some of the difficulties in renewing the total person, with particular application to women religious. Programs designed to stimulate the process of renewal in Symposium on Continuing Formation the individual should not be confused with renewal itself. The latter is the work of the Spirit in the human heart. Programs of renewal are merely predisposing stimuli to the person to enter into the process of rendering himself more aware and able to appreciate and cooperate with the action of the Spirit. Multiple Options of Renewal Stimuli A very basic and fundamental principle here is the necessity of keeping a wide variety of programs continually open as options for a variety of people. We all need education and continuing formation in all aspects of total Chris-tian living. We need to learn and learn again, so that we may deepen and broaden our commitment to the truth who is Christ. Some of us need depthing in one particular area at one stage of our lives, and something quite different at another. Where people's needs are concerned we cannot have a neat, chronological, tightly-boxed sequence of renewal programs. For instance, it seems quite reasonable to presume that people who have been out on the apostolate for fifteen years might like a fairly intensive period of renewal. But even within that one group, what each wants and what each gets from any given program will, predictably, be quite different. (Incidentally~ the attitude behind phrases that one often hears today; "They've had their renewal," "She has done her renewal," betrays a very superficial outlook. Renewal must be a life's task.) Pluralism of opportunity is essential in any attempt to provide stimulus for an individual's growth and conversion.-Conversion is ultimately an individual phenomenon between God and the pers.on concerned: The community does play an important role in terms of support, atmosphere, and encouragement, both humanly and spiritually; but ultimately each individual must face his own conversion alone and against the background of his own individual uniqueness. So there can be no package deals for conversion. Nonetheless, our social condition means that stimuli to growth and renewal will often be provided by some kind of organized course, retreat, and so forth. Optimal Size of Programs Probably the most effective programs are those offered on a small group basis where the chances of remaining uninvolved or untouched are lessened. If a course is offered on a small group basis there is far more likelihood that it can be tailored to the needs of this particular group of people, thus lessening the frustration of those who have already been through a particular experience but are asked to do it again "for the sake of those who haven't done it yet." A small group renewal experience is more likely to get to where the person is at, and to be real formation as well as imparting a certain amount of information. Both of these elements are essential, as the other two papers emphasize. Types of Programs The kinds of continuing formation programs which might well operate for 12 / Review for Religious, Volume 34, 1975/1 the renewal of the total person over a period of years would include the following: updating in some of the key areas of modern theology; exposure to a variety of experiences in prayer forms; opportunities for indepth spiritual renewal, as, for instance, in varied forms of retreats (small groups, private, directed, communal), time in a house of prayer, individual direction; education in methods, forms, and process of community sharing; programs which foster self-awareness in relationship to others; workshops which assist the superior to learn to operate comfortably and.effectively in that role; some education on an even broader basis, for instance, some psychology, sociology, history and so forth, on the principle that some understanding of human and social phenomena lessen the threat of change and adaptation. Some of these programs are more directly spiritual in nature, others are more oriented to the development of the full, human person. Some will be more pertinent to a person at one stage of her growth and others at another. But both are necessary to grow into full maturity in Christ. Combining Resources A major problem is worth mentioning here. Organizationally it is very dif-ficult for major superiors, particularly if working merely with members of their own orders, to continually provide such a wide variety of programs as is suggested here. Intercongregational cooperation would seem to offer a partial solution. While it is quite true that it is important for some of the.renewal ex-periences to be assimilated just with members of one's own congregation (for example, a re-discovery of the charism of the founder), many of the other programs suggested could well be offered on a broader basis, particularly those that are information-oriented. And while major superiors are being mentioned, another point could be made: that it is very important for the major superior not only to arrange programs for the other sisters, but insofar as possible to at-tend and participate and thus model what renewal is all about. Is The Latest The Best? One of the less fortunate attitudes around in the renewal field today is that of equating the latest with the best. There are many courses and programs and experiences provided in the whole field of renewal, and they tend to wax and wane in cycles of popularity, and as the need determines. But they are all'valid and even necessary in the right context.~Choice made on the basis of"the latest is the best" can be not only unhelpful but be positively retrogressive, as for in-stance in the case of a person d6ing a fairly advanced program without the necessary preparation. One of the most recent renewal booms has been in the area of directed retreats: six to eight days, thirty days, and so forth. One cannot avoid the im-pression that a great number of sisters are enrolling to do one of these because it is the latest renewal "must." Speaking to this subject, David Fleming says: Symposium on Continuing Formation The accomplishment of having spent thirty days in prayer can easily be set up as a false criterion for determining who the really renewed religious are. It is not so much a con-scious putdown of the "have nots"., but rather a whole atmosphere is being created for the desirability and even necessity of being among this new elite in order to be the good religious (See David Fleming, S.J., "The Danger of Faddism and the Thirty-Day Retreat," Review for Religious, 1974, p. 97.) What we must try to do is to continually provide a wide variety of renewal opportunities to satisfy a factually wide variety of needs, including the latest types of programs but not overemphasizing these. It is a subtle and ticklish thing not only to spread the canvas wide but to present the various facets of the canvas objectively, so that those who are beginning a renewal process in their lives will begin at the right place, without at the same time feeling inferior to or outmastered by those who have been on the path for some time. And perhaps one of the more difficult and time-consuming tasks of the major superior is to keep encouraging each member to continually grow from where she is at and in whatever way she feels best. What of the Non-Participants? We need to make sure that renewal stimuli can get to all--or maybe we should say that all have the opportunity of getting tO renewal. Over recent years there has been a spate of workshops in the areas of personal awareness, communication skills, and so forth. These are good and necessary and serve a specific function. But what of the sisters who are not touched by these and who are perhaps frightened of becoming involved in such a course? We have left behind, in many cases, the second novitiate concept and taken on four to six week renewal programs. These are usually quite eclectic in terms of offering a broad smorgasboard of renewal possibilities. But not all will be touched by these either. What of them? For major superiors this differential rate of participation can be worrying, as it can seem that the more they supply to their communities the more it looks like a case of "to those who have, more will be given." And the worrying other side of the coin is the impression that the fearful ones are falling further behind. It is unfortunate if renewal becomes a cause of polarization, and yet, in many communities, it appears to be just that. Creative Leisure One of the questions that needs more attention in renewal today, especially for female religious, is the whole question of education for some form of creative leisure. The appreciation of and provision for Ieisure was by tradition abysmally lacking in many women's congregations. This has no doubt been responsible for a lot of the maladjustment and discontent of many women religious who were trained in and lived under that system. We are not talking about an easier way of life! We are speaking of the opportunity, and the regular opportunity, to just stop and be, to be able to get out of and away from 14 / Review for Religious, Volume 34, 1975/1 the pressure of the normal workaday job, to restore, revitalize, and refresh one's inner body and spirit., in whatever way each individual best enjoys do-ing that. Leisure is the chance for me to experience myself in relation to myself, others, and creation. Some appreciation and cultivation of leisure is very necessary to cultivate prayer in depth. We are still very heavily tainted by the good old Protestant work ethic of productivity, consumerism, materialism, getting the job done even if it means working ourselves into the ground doing it. And often we do just that and ruin even our productive hours of work ,because we are too exhausted or dried up. Leisure includes simple things like taking exercise--according to the medical profession a very healthy activity. How many women in your com-munity get any regular creative exercise: playing tennis, squash, golf, swim-ming, doing yoga, going on bush walks, and so forth? Women by their nature are creative: someone cooks nicely, sews beautifully, paints, and so forth. But how often do they get the chance to do it just for the sheer joy of doing it? And in the leisure field there are limitless possibilities in adult education courses: pottery, basket weaving, literature, history, and so forth. In many cases for women religious this part of their lives has been neglected for so long that. they almost have a need to be educated towards leisure and the creative use of such. And this is where leadership is needed in terms of providing opportunity for and positively encouraging women religious towards developing themselves in this area. Conclusion And that brings us back to where we started from: that renewal can only be thought of in terms of a continual, ongoing, lifelong process embracing the whole Christian person, body, mind, and spirit. That means trying to keep the body fresh, the mind informed, and the spirit as close to the Lord as possible; These conditions assist the woman religious today to witness to the simple gospel message of the good news of Christ in a world where the only constant is change, where adaptation is continually being demanded of her, and where the pressure on her to really be something for modern man is steadily increasing. RENEWAL AND CONTINUING EDUCATION: WHAT IS HAPPENING AND WHAT HAPPENS? By Brother Ronald Perry, F.M,S. (Brother Ronald Perry has contributed much to the renewal of religious life in Australia and is the Director of the Sydney Archdiocesan Institute of Counselling. His address is: Marist Brothers; 16 Dorahy Street; Dundas, N.S.W. 2117; Australia.) We may distinguish forms of continuing education under three possible headings: remedial, retraining, and continuing stimulation. By "remedial" we mean any form of continuing education that involves updating in all its variations, where, the attitude change that we all vaguely call renewal is'en- Symposium on Continuing Formation couraged or stimulated or begins to take place. The religious life document from the council is subtitled the "appropriate renewal" or the "adaptation and renewal" of religious life. Most renewal programs are heavily geared in this direction with the stress often on what is "new." By "retraining" we mean the process where we either prepare a person or a group for a new role or task or, without such specific goals, strive to develop the talent and potential of individuals or groups. This is basically a process in-volving a good deal of time and depthing. This retraining may be developmen-tal, and aimed therefore at improving the potential of a person in a rather general way; or specific, where it aims to prepare a person for a specific task or role, such as novice master, spiritual director, counselor, and so forth. In either case it involves much forward planning, consultation with the person con-cerned, a reasonably clear statement of aims, and often withdrawal from pres-ent activities for a time. By "continuing stimulation" we mean the type of program where we aim to call persons to continuing conversion, to recall the challenge and the grace of the gospel gift and call, and to depth the experience of the faith again. This we must do always. But in particular we must ensure that it can happen at every stage of a person's passage through life. This type of program is also always "new" but in a different sense of new to what we were referring to abo','e: it is the newness of the gospel and its constant challenge to us. RENEWAL IS OFTEN REMEDIAL Factors in Renewal Firstly, it is important to reflect on where renewal leads us and what is in-cluded. As we try to analyze the different aspects of renewal programs and the different sorts of skills and knowledge that are required for us to begin to change in a very fundamental way, three distinguishable aspects emerge: (a) We need a great deal of new intellectual knowledge that will enable us to establish new cognitive frames of reference to help us think with the Church. Specifically today this means becoming up-to-date in thinking with the Church, in, for instance, the whole new emphases in dogmatic theology that have emerged since the Council. Again, moral theology is a particularly impor-tant area where a fuller understanding of sin, reconciliation, penance, law, and authority is very important to enable us to move away from an approach to morality that was geared primarily to laws and "do's and don't's?' Recent developments in Scripture, what it means and what its central importance is in the life of the Christian, must be a vital area of concern in all our attempts at renewal. (b) We need a new capacity to share in community. This second aspect of renewal seems to consist in the development of a real capacity to share with others and to support others in community (in whatever situation that might happen to be), to share one's faith vision with others, and to communicate in charity and truth. This has been one of the great riches of the renewal in the 16 / Review for Religious, Volume 34, 1975/1 Church over the last several years. It reflects something that is happening in society at large, and has led us, by comparison to older forms of religious life, to a deeper understanding of the Church as community. (c) We need a new possibility of self-understanding and self-awareness before God. It has always been said that real renewal is personal renewal, and one aspect of the movement away from structures is that each person is called and challenged to look at himself more closely, more truly, and to face himself before God in a way that is more genuine (see Review for Religous, 1974, pp. 78-84 for an illustration of this). These three areas involve great variety and richness, and their attainment also means overcoming some difficulties, as for instance the development of a particular climate and particUlar skills. But it would seem that we have no choice in facing all three of these areas. The Church frequently calls us to this. Even if we would escape such a call, the pressure of our own contemporaries on us to become more effective witnesses of the Christ of the Gospels leaves no other alternative. The Process of Renewal It is difficult to analyze what we actually expect from all sorts of renewal programs. Perl~aps the following various expectations. schema might tie together some of the Personal self-awareness P A W Listening PRAYERFUL R C I (ableto meet) Community Development A T T Loving HOPEFUL Y I N (tolerant) New frames of reference E O E Relevant COMPASSIONATE (knowledge) R N S (understandable) S Development in the three areas of personal self-awareness, community, and new knowledge will result, if it happens properly, in a new understanding of and new capacity for prayer, but understood in a very different way to "saying prayers." Such a development will take time, and many religious have agonized through the difficulty of abandoning some prayer, shortening their time of prayer, rejecting some forms of prayer, finding some prayers meaningless, and so forth. The above diagram is not meant to imply any miraculous immediacy of results; it is more a question of what does happen frequently and what can happen for all of us. And if our prayer becomes more truly genuine, it should appear as a more credible witness in the action that is the apostolate both inside one's own community and beyond it. In that apostolate, then, we shall be relevant, what we say will be un-derstandable, we will be able as St. Peter suggests to have an answer for those who question us about the faith. We will also be more loving people in that we are more tolerant of others, more open to them however different they may be to us in belief or way of life. And we will be listening people because, with such a message, we are' able to meet them. Therefore, the person who is renewed by whatever process would be seen as Symposium on Continuing Formation prayer-ful, because in a real way in contact with the Lord and expressing that directly; hope-ful, because he is able to offer the world its only hope of un-derstanding meaning in life and seeing hope in what we live; and com-passionate, because able to live with and suffer with and be with fellow humans as Jesus, incarnate on earth, was able to be. Some Principles for Renewal Some principles that apply in the renewal of the whole person would include the following: (a) Development in one area without the others can be problematic. For in-stance, to be offered a solid diet of new understanding of theology without an additional capacity to understand self and to share with others in community, can produce isolated and confused people. On the other hand, to offer people considerable personal development through counseling, group work, and even spiritual direction, without an adequate understanding of the moral and dogmatic principles that are relevant can also lead to confusion. (b) Very few people are too rigid for some change. We often despair in renewal programs and cause polarization because we feel that many people are too rigid to change. I think we need to remember that we have come from a very structured situation and a very structured upbringing. This is probably true of ordinary Catholics, but particularly true of religious, and it is a slow process to change that older frame of reference~ A few people will be too.rigid in character structure to change, but this is the exception rather than the rule and usually results from some personality difficulty. But we should not give up on people too easily. Rather, as suggested by Father Cantwell in the earlieroar-ticle, we should be able to cushion the demands for chahge so that people are asked only to do a small amount at~a time and in ways that can be seen as valid and true for them. (c) This principle of renewal is really a corollary of the last: it is vital not to omit any group. It is very easy to concentrate on the younger ones and the pliable middle age ones! But this is just another way of reinforcing possible polarization. (d) Often, in the initial stages of renewal, it will be important to encourage and help develop some key leaders in order that through these people and their efforts the process will permeate the whole group. This is not the only possible method, and many successful programs have begun with a gathering of the whole province and operating on the principle of unity. However, the latter is not always easy to carry out. In any case, some special attention will need to be paid to encourage leaders to act as bridge-builders: that is, to encourage those who can see what needs to be done, to help them do it with as little aggression and hostility as possible, and with as much resp.ect for each age group and each person as possible. (e) Finally, and perhaps most obviously, renewal is written first in the lives of men. Persons leading renewal must be seen as credible. 1~ / Review for Religious, Volume 34, 1975/I Types of Programs As we have said already, many types of programs with varied goals are usually gathered together under the one head of renewal. For instance, many a "month of renewal,' is based largely on lectures (knowledge), but takes place within the context of a large group of members of the same community or con-gregation, so that the whole dimension of community development and the challenge of deeper self-awareness become very significant elements of the overall experience. On the other hand, some courses in moral theology, while focusing prin-cipally on lectures and new information, cannot but challenge one's personal understanding of conscience, sin, law, and so forth, and therefore include a good deal of the self-awareness aspect of renewal, though less of the com-munity element. A number of courses on spirituality and spiritual theology are very deep challenges to personal awareness and depthing, would include some know-ledge, but may play down the community dimension a good deal. The in-dividually directed retreat is a good example of this. Some types of community development sessions that focus on group in-tei'action seem to consist mainly of an ensemble of what we have listed as com-munity development and self-awareness. Some sessions that involve training in communication skills would appear to concentrate almost entirely on com-munity development. It might be worth noting here that in the final section labeled "Continuing Stimulation," what has been variously called self-understanding, self-awareness, and so forth becomes self-appraisal, self-examination, self-depthing, the theological experience of conversion and reconciliation . . . because obviously the "self" part means "self before God." RETRAINING: LEARNING THROUGHOUT ONE'S ENTIRE LIFE In the first place we have already mentioned the obvious need for special training for special appointments. We could well ask ourselves if we are always prepared to give sufficient time to this, to look far enough ahead, and to prepare people sufficiently for the actual program. Secondly~ there is the obvious necessity for us to develop the talents that God has given us. But this is a somewhat paradoxical question in Christianity. Two quotations from the Holy Father illustrate this. The first is from Populorum progressio: In the design of God, every man is called upon to develop and fulfill himself, for every life is a vocation. At birth, everyone is granted, in germ, a set of aptitudes and qualities for him to bring to fruition. Their coming to maturity, which will be the result of education received from the environment a0d personal efforts, will allow each man to direct himself towards the destiny intended f9r him by his Creator. Endowed with intelligence and freedom, he is responsible for his fulfillment as he is for his salvation. The second quotation is from a recent talk by the Holy Father on religious life (5/11/72): Symposium on Continuing Formation Let us be clear: the form of religious life must not sacrifice natural talents or personal charisms. It must serve the vocation of each person. And it is a very heavy task for you, Superiors, to see to it that each of your sisters may develop in it, may be treated with con-sideration, be recognized and loved, and be able to bring the best of herself to her com-rhunity and to the world. However, the paradox of the Gospel, which you, more than others, are called to accept :fully, must not be forgotten: "For whoever would save his life will lose it, and whoever loses his life for my sake will find it" (Mr 16:25). Be assured: this love ofthe Lord, lived to the extent of renunciation of yourselves, cannot remain without fruit. Bringing you deep joy and the hope of eternal life, it will mysteriously open up for souls the way to the God of love. Yes, in this sense, do not fear to be fully religious. This is a problem for each Christian as he or she faces life. In religious life it is both the vow of obedience and our commitment to each other in com-munity that are necessary constraints to our "self fulfillment." This is a reality of our commitment, and any renewal that refuses to face it is utopian and un-christian, and certainly is not closely connected with religious life and the demands, both personal and apostolic, that it makes. However this is not to say, as the Holy Father emphasizes, that we can afford to "despise natural talents or personal charisms." A third aspect of retraining we hear voiced in all circles today, but par-ticularly among professional people: the necessity for commitment to lifelong education. The phenomenon of professional obsolescence is becoming in-creasingly frequent. Do we realize on the merely practical level how many religious feel a bit obsolescent? Finally, we may need a structure of some kind to facilitate retraining: for instance a committee, a director of studies, to take close consultation with per-sons about their potential and hopes. Again, we are not advocating "doing one's own thing" and that that is the only, or even primary, goal in retraining. Any such studies are obviously done in the context of the whole province, its commitments, and its capacities. (For a general treatment of the various aspects of continuing education, see Review for Religious, 1972, pp. 226-36; 1973, pp. 1325-35.) The Needs of the Different Age Groups The needs of the different age groups must be considered in all retraining programs, It may be useful here to highlight .some of the needs that seem to surface most readily in th~ religious life context. The Young The young have a special need for ideals: frames of reference that point high for them and help them to make the effort to take on the mind of Christ by means of the life style and prayer structures that are offered them. We must be very careful today not to structure too much for the young. But it is worth noting that many novices and junior professed these days complain about not being clear enough on what is expected of them. While we do not wish tO return to an older, highiy structured framework, this demand makes a valid point that all of those concerned with formation must take into account. 20 / Review for Religious, Volume 34, 1975/1 Next, and perhaps even more obviously, the young need welcome-- welcome from the person in charge of their formation and welcome from the total community. They do not belong and they are aware of this. To a small extent they accept it but it is a great thrill for them gradually to come to be-long to the group they have joined. (Could I point out here the need for them to learn their traditions, the traditions both in their origins, and in the local history of the group which they are joining?) Under this same heading they need reasonable support from each other, coupled with the chance to build up a community, to recognize others, and allow them to be different. They also need, and this is perhaps stressed less, independence. They need to gradually learn the solitude and the capacity to be alone, a learning very fun-damental in growth towards real celibacy. This includes the capacity to gradually face themselves. We cannot demand this too early of the young, and ttie excessively long periods of silence in older novitiates were not always help-ful in this regard. On the other hand, an excessive stress on community may not be the answer either. The young also need a forum to work out their questions. They will ask some of these aggressively, and people in formation know to their cost that they have to accept and allow for much of this questioning these days. But while they do allow for it, they do not need to become doormats! All these various needs demand some new goals and ideals, some values that are chosen and followed, some structures that are agreed on and kept to but that are real and relevant. It also assumes that psychologically these y.oung religious are very much on the way to self-discovery, even though the journey has just begun. Early Apostolic Life In their early apostolic life many of the above needs continue with perhaps these additions: They need to acquire professional skill and competerice. This is absolutely essential today and is strongly emphasized in Perfectae caritatis. They need to grow in the capacity to help each other in community. Sometimes the pressure for growth in professional skill crowds this out a little. Like all young people serving in the apostolate, they need the chance and the help to take initiatives, to strive, to succeed, to be recognized, to take risks, to fail, and to be supported by the older members through all this. The task of the older ones is not to withdraw and let them "fail or succeed," but to support them with their maturity and experience, and not to let themselves (the older ones) lose confidence in their role just because they do not have all the bright ideas ~or the quickness of thinking of some younger people. Their maturity, their balance, and their experience are things that the young simply cannot have or do without. They need continuing idealism, encouragement and assistance to center their lives on Christ and to grow towards Him (Eph 4:14). This assumes that Symposium on Continuing Formation they gradually become accustomed to "belonging" to Christ in this community with which they are gradually becoming identified. Middle Age At the present time some of the skills needed and the qualities to be ac-quired by the middle-aged religious would include the capacity to lose hold of some of their acquired frames of reference and to adopt new ones. This is often quite difficult for some middle-aged religious. It is so frequent to hear a major superior say that it is not the old ones who make changes difficult, but those in their forties and fiftie!! Such a change of attitude includes the whole process of "unfreezing" that Father Cantwell has referred to in his earlier paper in this symposium. Then there is the need of the ability to face oneself, with the inevitable feel-ing of failure that often becomes so clear at this stage--a fairly common feel-ing, but that does not make it any easier, is it not also a vital introduction to the meaning of redemption? Such a person also needs the ability to free himself or herself from excessive serf-preoccupation (again not an easy task), to see others as other, whether young or old, and to experience some inner unity. There is also the need to continue to use leisure properly, creatively. And it seems vital at this stage to receive, and to know how to receive, close personal friendship and support, and to be able to give this same support to one's peers. In later middle age some of the above needs may well continue but we may add: the capacity still to use one's potential to the fullest possible extent (it is so easy at this stage to "retire" too early); to appreciate one's own richness at a time of life when that has to mean more than one's capacity to work and to produce; and to have and to use leisure. Another vital feature of this time of life, which is perhaps just as true of earlier middle age, is the need for an opportunity to have a group situation where these personal issues can be face~t. At this stage of life it is almost in-evitable that one must face oneself deeply and personally, and as this often needs to be done with another or with others, supportive group situations are really necessary. This group may also feel the need of separate courses where they are not under pressure from the young or old. Old Age Religious at this stage need to be valued and helped to belong. It is easy for them to feel "out of it." They need to know that the values they have lived by are not abandoned. Often they are reasonably open to change, but only on con-dition they know clearly that the essentials are not denied. Such affirmation and support are an important gift that we owe to our older religious. They should be able to teach compassion to the middle-aged person. Often only the patience and understanding of an older person can help a somewhat younger person to be more tolerant and a little less task-oriented. 22 / Review for Religious, Volume 34, 1975/1 Older religious also need to be asked to hand on their wisdom and their traditions, and to know that their function in life--be it prayer or com-panionship- is valued and appreciated and wanted. CONTINUING STIMULATION I have used this title to indicate that .not all our courses need to use "newness" as the criterion of their excellence. This "newness" has been a strong emphasis in renewal programs in recent times and much of it is both ex-plicable and justifiable. However we always have a continuing need of conver-sion: a need to be joined anew to Christ, to be detached from our own selfishness, to find God's will. It is noteworthy that the article on "spiritual direction" in Sacramentum Mundi lists the process of spiritual direction as i. helping a person to self knowledge; 2. helping a person to self acceptance; 3. helping a person to detachment from his own ego; 4. helping a person to find the present will of God. This is a process that continues at every stage of a person's life, and for which we always need courses and helps that are relevant and stimulating. While "newness" is necessary, it is not the only criterion. Conclusion Finally there is an obvious danger of institutionalizing renewal., and then we shall have to start again. To avoid this it is most important that .personal responsibility be fostered, that opportunities be sought and provided, and that mutual caring and sharing be constantly deepened and encouraged. The New Law for Religious: Principles, Content, Evaluation Kevin D. O'Rourke, O.P. Kevin D. O'Rourke, O.P., is a canon lawyer and the Director of Medical Moral Affairs; The Catholic Hospital Association; 1438 South Grand Boulevard; St. Louis, Missouri 63104. In 1959, on the feast of St. Paul, January 25, Pope John surprised the Catholic Church by announcing that there would be an ecumenical council. At the same time, he stated that the law of the Catholic Church would be revised. After Pope John's death, Pope Paul continued the work, appointing in 1963 a Pon-tifical Commission for the Revision of the Code of Canon Law consisting of forty cardinals. In 1964, he appointed seventy consultors to the Commission. in 1965, tlSe cardinals and consultors were placed on 13 study groups or com-mittees (coetus studiorum) and the revision of the Code of Canon Law began in earnest. The various committees have.held meetings to discuss the needs of the Church insofar as law is concerned. At present, several sections of the revised Church law are nearing completion. The section of the revision in which we are interested, De institutis perfectionis, has been completed in its preliminary form. After 14 general meetings between November 1966 and May 1974, with much work being done by the consultors between the meetings, a tentative set of canons has been produced. These canons will be presented to the Commis-sion on Revision for review, and then, if the practice followed with other sec-tions of the revision is adhered to, they will be sent by Pope Paul to the bishops of the world for evaluation. Because of the nature of the matter, perhaps they will be sent to conferences of major superiors as well. After comments, obser-vations, criticisms, and additions are received, the Committee on Institutes of Perfection will rework the section in light of the additional material and then present it to the Pontifical Commission for Revision for final approval. Since the Holy Father, in collegial union with the bishops, is the legislator in the Church, nothing will be final until his approval is given to the new text. 24 / Review for Religious, Volume 34, 1975/1 Though the tentative text has not been published officially, several accounts of the work of the Commission have been published in the official journal of the Pontifical Commission for Revision, Communicationes.' These accounts, along with some articles written by members of the study group composing the canons, enable us to form a rather accurate picture of the principles, outline, and content of the new canons.~ The purpose of our endeavor, then, will be to present the principles, outline, and content of the new canons for institutes of perfection, and to offer an evaluation of the work that has been completed to date. PRINCIPLES OF THE REVISION Though the first two meetings of the Committee, then known under the ti-tle, De religiosis,3 were productive, at the third session the group determined to formulate principles before proceeding further. These principles would make the work orderly and the discussions less abstract. Accordingly, principles were formulated in accord with the Decree on Religious Life of Vatican Council I I, Perfectae caritatis, with the document implementing the conciliar decrees for religious, Ecclesiae sanctaeo and with the Principles for the Renewal of the Code issued by the Pontifical Commission for Revision? As a result of the Committee's discussion, the following principles were formulated to guide the revision of the laws for institutes of perfection. Spirituality Principle 1. The canons should be stated in such a way that they foster the gift of religious vocation and the presence of grace in the life of those consecrated to the Lord. In other words, the juridical formulation of the canons ought to be harmonized wisely with the theological and mystical elements which lead to the fullness of the spiritual life. Through this principle, the Committee wished to avbid a multiplication of norms and to dispel the idea, held even by some in the consecrated life, that formal and external observance of general or particular laws would lead to perfection. In order to implement this principle, the Com-mittee did two things: Scriptural statements and theological elements were added to the canons, and pastoral canons, hortatory in nature, were als6 employed. aCommunicationes, 1970, pp. 168-81; 1973, pp. 47-69; 1974, pp. 72-93. 2j. Beyer, S.J., "De institutorum vitae consecratae novo jure," Periodica, 1974, pp. 145-68; 179- 222; Mark Said, O.P, secretary of the Committee, "'Progetto della riforma della legislazione codiciale: De religiosis, un giro d'orizzonte," manuscript of a talk given in 1974 to an international conference of major superiors. , 3The title was changed to institutes of perfection after the fourth session, April 1968. Thus, religious life was no longer the paradigm for other institutes in which people practiced the evangelical counsels. The practical changes resulting from this new vision are significant, es-pecially insofar as terminology is concerned. 4Communicationes. 1969, p. 80. The New Law: Principles, Content, Evaluation Individuality Principle 2. The second principle is: the common law of the Church ought to be to foster and conserve the patrimony proper to each religious family. This patrimony consists in the proper and particular charism, the goal, mission, spirit, character, and the tested tradition of each institute. Hence, the canons should be general, all detailed and minute regulations being eliminated since the proper liberty should be afforded each institute. The tendency to group all persons devoted to the following of the evangelical counsels into one category is hereby renounced by the Church. In this manner, the canons will stimulate the self-understanding in each institute, increase an appreciation of the charism of the institute, develop an awareness of the graces received and of the role of the institute in the mission of the Church, and prompt institutes to study and conserve the spirit of the founder. This principle, of course, is in accord with the documents of the Council and seeks to overcome the "leveling" influence of the Code of Canon Law which legislated in too great detail. Subsidiarity Principle 3. The third principle follows from the second. While the constitutive or es-sential principles of the consecrated life should be precisely and clearly stated, other norms should have a certain flexibility so that they may .be applied fit-tingly to different conditions and needs of the Church and institutes of perfec-tion. Essential principles are the same for all institutes dedicated to the evangelical counsels, but in other norms, especially disciplinary norms, sub-sidiarity is needed in order to promote apostolic life and allow adaptation to social and community needs. This principle is contained in the general princi-ple approved by the Pontifical Commission for Revision, but it is applied in this section more liberally because people in institutes of perfecti6n have answered God's call to vocation and should ha~,e greater maturity and respon-sibility. Shared Responsibility Principle 4. The fourth principle, following the admonition of the Conciliar fathers, postulates the need for a more democratic exercise of power in the internal af-fairs of institutes of perfection. Hence, canons which concern the governmental structure.and administration should allo~; representation and cooperation of all members of the institute. Each institute should design suitable governmen-tal programs in light of its nature, spirit, goals, and apostolic mission. Ample freedom must be afforded to develop particular methods of representation and participation in government. Respecting the genius and spirit of each institute, governments should be designed so that the same person does not have office for too long a time, nor too often. Equality Principle 5. The last principle, developed after the Committee had undertaken its 26 / Review for Religious, Volume 34, 1975/1 work,5 concerns equality. Insofar as possible, all institutes of perfection should be treated the same. Hence, there is no longer any distinction in the common law between orders and congregations; between regulars and non-regulars; between solemn and simple vows, granting that there may be some theological difference. Moreover, the Committee sought to eliminate the divisions and divisiveness which arise because of exemption. Hence, exemption, in accord with the documents of the Council, is stressed as a quality affecting the internal life of a community that possesses it. Lastly, the Committee sought to remove all signs of discrimination between institutes of men and women, and between members of each institute. Distinctions might be retained by particular in-stitutes among members, but they are no'longer contained in the general law. The motivation for eliminating all these distinctions was to allow the necessary freedom, thus enabling institutes to find their own identity, to rediscover the spirit of the founder, and after prayer and study, to formulate a body of legislation adapted to their own needs. In doing this, the Committee was aware of certain risks, especially in institutes with less experience; but the risks were considered worthwhile in view of the potential benefits for each in-stitute. For purposes of convenience, I have given each one of these principles a ti-tle. Hence, the five principles which guided the consultors as they wrote the new canons for institutes of perfection might be entitled: 1. The principle of spirituality 2. The principle of individuality 3. The principle of subsidiarity 4. The principle of shared responsibility 5. The principle of equality CHARACTERISTICS OF THE NEW LAW FOR INSTITUTES OF PERFECTION As a result of these principles, according to the secretary (relator) of the Committee, the consultors sought to incorporate certain characteristics into the law during its formulation.6 These characteristics are noted in the following paragraphs. Respect for the Activity of the Holy Spirit All institutes of perfection come into being as a result of the love of the Holy Spirit. God inspires the founder of a community to choose a way of life which enables people to follow Christ more closely. After the institute is ap-proved by the Church, the influence of the Holy Spirit continues; and those who wish to remain faithful to their vocation must follow the way of life given to the founder under the inspiration of the Holy Spirit. This is why there is such respect for the charism, vocation, genius, mission, spirit, and tradition of each institute shown in the new canons. ~See Said, "Progetto," p. 6. ~lbid., p. 7. The New Law." Principles, Content, Evaluation Respect for Suitable Autonomy As a result of the principle of ~ubsidiarity, the legislation avoids detailed and minute statements. Autonomy and diversity are promoted by allowing in-stitutes to make the necessary applications of general principles whenever possible. Respect for the Theological Element The consultors realized that they were writing laws, but they also realized that the laws were stated in the Code of Canon Law in an arid and stultifying manner. Hence they sought to give the new laws greater theological flavor, realizing that they were writing for people who were totally dedicated to the pursuit of perfect charity. Respect for Maturity In the future the particular laws of institutes of perfection will be more im-portant than the g~neral laws. Through the particular laws, the character of the institute will be formulated, and in it the specific characteristics of mission and vocation will be stated. Without doubt, an institute will require members who are mature and capable in order to compose this legislation. Moderators and members of the institutes will be given responsibilities of self-determination that will require prayer, insight, and maturity. Respect for Rights of the Church Founded upon the word and example of Christ, institutes of perfection are a gift from God to the Church, the Body of Christ. Hence the Church con-serves and guides these institutes under the direction of the Holy Spirit. All members of institutes of perfection must be committed to building up the Body of Christ, according to the vocation of each institute. People in institutes of perfection have the obligation to bring Christ to the world. Hence, this legisla-tion recalls continuously that the life of people in institutes of perfection must be lived in union with Christ. But in order to live in close union with Christ, those in institutes of perfection must be in close union with the Church. CONTENTS OF THE PROPOSED NEW LAW In this section, I shall give an outline of the proposed law, then make a few preliminary and general remarks, and finally discuss various points in the con-tents of the proposed law. Outline of the Proposed Law INSTITUTES OF PERFECTION Preliminary Canons cc. 1-6 Part I Common to Institutes of Perfection Title I Constitution, Institutes and Their Parts cc. 7-13 21~ / Review for Religious, Volume 34, 1975/1 Title I1 Dependence of Institutes upon Ecclesiastical Authority cc. 14-24 Title III Government of Institutes of Perfection cc. 25-36 Title IV Administration of Goods cc. 37-43 Title V Admission into an Institute cc. 44 Article 1 Requirements of Candidates cc. 45-49 Article 2 Formation of Candidates cc. 50-56 Article 3 Incorpora.tion into the Institute cc. 57-64 Article 4 Formation of Members of the Institute cc. 65-67 Title VI Obligations of Institutes and Their Members cc. 68-75 Title VII Separation from an Institute Article I Transfer to another Institute cc. 76-77 Article 2 Departure from an Institute cc. 78-82 Article 3 Dismissal from an Institute cc. 83-87 Article 4 Juridical Condition of Those Separated from an Institute cc. 88-90 Part 1I Proper to Different Institutes of Perfection Preliminary Canons cc. 91-94 Title I Religious Institutes cc. 95-99 Chapter I Article I Article 2 Chapter II Article 1 Article 2 ¯ Article 3 Title II Title Ill Monastic Institutes cc. 100 Monks cc. 101-106 Nuns cc. 107-109 Religious Institutes Dedicated to Apostolic Works cc. I10- 113 Canonical Institutes cc. 114-115 Conventu.al Institutes cc. 116-117 Apostolic Institutes cc. 118-120 Institutes United for Apostolic Life cc. 121-124 Secular Institutes cc. 125-127 General Remarks on the Proposed Law In order to treat adequately and clearly the various forms of institutes dedicated to the consecrated life, the matter is divided into general and par-ticular considerations. Though some of the titles contained in the first part of the division are also contained in the Code of Canon Law, the matter is treated in an entirely new manner, and for the most part, the content is changed con-siderably. The matter in the second part of the division is entirely new. The main purpose in this section of this article will be to present a rather detailed account of the contents of the new law for institutes of perfection. Since the text is still under development, changes will be made in it before it is submitted to the episcopal conferences; and many more changes will be made in it before it is promulgated. Hence, specific statements should npt be con-sidered as final. Nonetheless, the general thrust o.f the new law can be perceived The New Law." Principles, Content, Evaluation by concentrating on what has been formulated thus far. In translating from the Latin, I have tried to be accurate rather than elegant. The text, therefore, with all its clauses and phrases may not read as smoothly as it would if originally written in English. One familiar with the Code of Canon Law will notice that many new terms are used in the new law. The main reason for these changes is the fact that religious life is no longer presented as the paradigm for all institutes of perfec-tion. Hence, more general terms had to be found which would be applicable to all institutes of perfection. Following are some of the terms used in the Code and their counterparts in the new law: Code vita religiosa = religious life religio = religious institute religiosi = religious subjecti = subjects soperiores = superiors domus = house votum = vow novitius = novice novitiatus = novitiate magister novitiorum = novice master professio = profession professio perpetua = perpetual profession professio temporaria = temporary profession New Law vita consecrata = consecrated life institutio perfectionis = institute of perfection sodales = members sodales = members moderatores = moderators sedes or coetus = house or group sacra ligamina = sacred bonds receptus or sodales nuper recepti = candidate or new members tempus probationis = canonical probation magister probationis canonicae = master of canonical probation cooptatio = incorporation cooptatio perpetua = perpetual profession cooptatio temporaria = temporary professibn Preliminary Canons The preliminary canons contain the principal elements describing and defining the consecrated life, a life devoted to a closer following of Christ through commitment to the evangelical counsels. Naturally, these preliminary can6ns are applicable to all institutes of perfection, the individual types of in-stitutes being described and defined in the second part of the tract. There are six preliminary canons. The first presents the theological elements of the con-secrated life by describing the various characteristics which constitute and specify it. It states: I. Life consecrated through the profession of the evangelical counsels is a stable form of life, by which the faithful, following Christ more closely, are dedicated totally to God loved above all, so that by a new and special title they are ordered to the honor of God, to the salvation of the world, and to the building up of the Church, seek the perfection of charity in the service of the kingdom of God, and become clear signs in the Church foretelling heavenly glory. 2. Which form of living in institutes of perfection, constituted under the inspiration of the Holy Spirit and canonically erected by the competent authority of the Church, the 30 / Review for Religious, Volume 34, 1975/1 faithful freely accept, who through vows or other sacred bonds, profess to observe ac-cording to the particular laws of these institutes the evangelical counsels of chastity, poverty, and obedience, and who are united to the mystery of the Church in a special manner by charity, to which the counsels lead. Though the purpose of this presentation does not include analyzing the various definitions given in this tract, because of its importance, we shall schematize the theological notion of the consecrated life in the following out-line. Consecrated life: 1. is a stable form of life 2. dedicates people to God loved above all things 3. orders them by a new and special title to: a. the honor of God b. the salvation of the world c. the building up of the Church 4. enables its members to seek the perfection of charity in service of the kingdom of God and witness heavenly glory in the Church 5. is constituted by inspiration of the Holy Spirit 6. is canonically erected by competent ecclesiastical authority 7. is accepted by professing, through vows or other sacred bonds, the evangelical counsels of chastity, poverty, and obedience, according to the laws of particular institutes 8. unites the faithful to the mystery of the Church in a special manner through charity to which the counsels lead. The charismatic nature of the consecrated life is stated in the second preliminary canon. It affirms that the status of those in institutes of perfection, though not pertaining to the hierarchical structure of the Church, does pertain to its life and sanctity and must be held in honor by all. Both clerics and lay people may be called to this state by divine vocation and thus participate in the saving mission of the Church. The evangelical counsels, the third canon declares, are founded in the teaching and example of Christ. They are a divine gift to the Church from God and it is the duty of the Church to conserve this gift. In early versions of the revision, the right of the Church to govern institutes of perfection was spelled out here, but this power is now treated in Title I1. The fourth canon repeats the thought of Lumen gentium, no. 46, by stating that the profession of the evangelical counsels, though entailing the renuncia-tion of certain values which are to be undoubtedly esteemed, does not detract from a genuine development of human persons, but rather by its very nature is helpful to that development. Those who profess the evangelical counsels, by their consecration do not become strangers to their fellowmen or useless citizens of this earthly city, for even though they sometimes do not directly assist their contemporaries, still they help them spiritually by prayer, sacrifice, and preaching the gospel. All, however, also those who offer service to others and direct the building up of the earthly city to God, give testimony to Christ so that the Heavenly Father may be glorified in all things. The distinction between clerical and lay institutes is explained in canon five, as well as the difference between institutes of diocesan right and pontifical The New Law: Principles, Content, Evaluation right. The distinction between clerical and lay institutes is slightly different from that of canon 498, no. 4 in the Code. Clerical institutes are now defined as institutes which assume the exercise of sacred orders in their particular legisla-tion, said legislation being approved by competent authority. Institutes of pon-tifical right are erected and approved by the Holy See, while diocesan institutes have been erected by a local ordinary but not by the Holy See. The last preliminary canon declares that what is stated concerning members of in-stitutes of perfection pertains to both sexes, unless the context or nature of the case indicates otherwise. This has been called the principle of equality by the secretary of the Committee,~ but the content of the canon fails to justify this laudable title. Part I Those Things Common to Institutes of Perfection Title l The Constitution of Institutes and Their Parts This section was originally entitled, Concerning the Erection, Union, and Suppression of Institutes, Provinces, and Houses. Though the same matter is treated, the title was changed to that given above. In view of the new structures in the Church, such as the national conferences of bishops, and the application of the principle of subsidiarity, this section is changed considerably from the legislation of the Code. Diocesan institutes may be erected by local ordinaries provided the con-ference of bishops, avoiding unnecessary duplication of institutes, grants per-mission. To divide an institute into parts, to erect new parts, or to join existing parts pertains to the authority of the institutes as determined in particular law. To erect a house (sedes) or group of an institute pertains to the competent authority stated in the particular law, provided the consent of the ordinary of the place has been given in writing beforehand. Consent of the ordinary to erect a house of the institute carries with it the right to live according to the spirit, particular go~l, and particular means of the institute, to carry on the works proper to the institute, any condition contained in the permission to establish the house being observed. Moreover, clerical institutes have the right to es-tablish a church or public oratory and to carry on the sacred ministry, the com-mon law being observed. In order to change the apos.tolic purpose of a house or group, the consent of the local ordinary is required, unless it concerns the inter-nal government of discipline of the institute. Changes in institutes which affect matters determined by the Holy See require permission of the Holy See. The permission of the Holy See is also required if two or more institutes unite to form a new institute, or if they unite, one institute retaining, the other surrendering, its identity. Suppression of institutes also pertains to the Holy See which has the right to dispose of the property of the institutes. Suppression of a part of an institute, a province or a vicariate, pertains to the general chapter of the institute in accord with particular law. The supreme moderator may suppress a house, the ordinary of the place having given his consent. If 7Communicationes, 1970, p. 176. 32 / Review for Religious, Volume 34, 1975/1 there is difficulty, the Holy See should be consulted. Property of a suppressed house should be distributed according to particular law and justice, the inten-tion of the donors being observed. Title !! Dependence of Institutes upon Ecclesiastical Authority The revision of the Code has two sections on government; one concerns the dependence of the institute upon the Church, the other the internal government of the institute. The principle underlying the section which outlines the relationship to the Church is that an institute of perfection is constituted for the service of the whole Church. Hence, it is subject to the authority of the Church in order to insure that it achieve its own purpose and cooperate in effecting the common good. Members of institutes of perfection, therefore, are subject to the Holy Father by reason of their bond of obedience. Moreover, it pertains to competent ecclesiastical authority, led by the Holy Spirit, to moderate and interpret the practice of the evangelical counsels and to approve stable forms of life so that institutes will grow and flourish according to the spirit of the founders. The canons insist that in order to preserve their doctrinal and spiritual patrimony, institutes have autonomy of internal government and of particular legislation. The Holy See as well as the bishops must respect this autonomy. This statement is significant because it indicates that internal autonomy is a right, not a privilege nor an exemption. The possibility of exemption is mentioned in this section. Exemption, as Lumen gentium (no. 45) informs us, is the power of the Holy See to remove an institute of pe.rfection from the jurisdiction of the local ordinary and subject it to himself or another authority of the Church, in order to provide better for apostolic service and for the spiritual growth of members of the institute. Only the possibility and purpose of exemption is mentioned, no explanation being given of its meaning. Since exemption is a particular act of the Roman Pontiff, it is not fitting that it be limited through a definition of law. Institutes that are exempt carry on their apostolic life in cooperation with the local ordinary as outlined in Christus Dominus (nos. 34, 35) and Ecclesiae sanctae (1, nos. 22- 40). Thus, the new law states that houses and members of institutes are subject to episcopal authority according to the norms of law. The specific rights of local ordinaries in regard to diocesan institutes are enumerated. In respect to a diocesan institute, a local Ordinary has the right: I. to approve particular laws 2. to confirm changes in particular laws proposed by the general chapter, unless the ¯ matter pertains to the Holy See 3. to give dispensations from the particular law in single and particular (per modum ac-tus) cases 4. to visitate houses of an institute for pastoral reasons or if a particular reason warrants 5. to call members of the institute in their territory to external works of the apostolate in keeping with the purpose and slbirit of the institute, observing religious discipline and obtaining the consent of the competent moderator. The New Law." Principles, Content, Evaluation if the diocesan institute is located in more than one diocese the local ordinary of the principal house approves the particular law, other concerned ordinaries being consulted, and grants proper dispensations. If the principal house is to be moved from one diocese to another, the consent of both local ordinaries is re-quired, Institutes of pontifical right are subject immediately and exclusively to the Holy See in internal government and discipline, any laws to the contrary being observed. Members of these institutes are subject to the local ordinary in the public exercise of divine worship and the external work of the apostolate, ac-cording to the spirit, purpose, and discipline of each institute. Moreover, the local ordinary must visitate houses of pontifical right in regard to the above mentioned matters if grave reasons seem to require it. The last canon of this section calls for regular meetings between local ordinaries and moderators of institutes of perfection in order to improve and coordinate apostolic activity. Title 1II The Government of Institutes of Perfection In this section, the moderator or superiors of the institute are urged to accept and fulfill their responsibilities in a spirit of service toward the com-munity, governing more by promoting cooperation than by imposing precepts. Sufficient authority is provided, however, so that the moderators may wisely and prudently provide for the common good and the growth of individual members. Extensive use of the principle of subsidiarity makes this section of the new law much different from the law of the Code and the attitudes and customs in accord with the Code. In particular the section states the following: Moderators and chapters of institutes have authority to govern individuals and groups within the com-munity, carrying out their pastoral mission according to the particular laws of the institute. In clerical institutes, moderators have ecclesiastical jurisdiction for the internal and external forum. In exempt institutes, moderators possess a greater participation of ecclesiastical power and exercise it in accord with general and particular law. Major moderators in clerical instituti~s are called ordinaries. Moderators should follow the example and command of Christ: "Whoever is great among you, let him become the servant" (Mt 20:26). Moreover, they should recognize and promote the human and Christian dignity of the members, in regard to the exercise of authority, members should display an ac-tive obedience, both in executing and in initiating apostolic works. So that this might be achieved more harmoniously, moderators should listen to the members and consider them as collaborators in working for the good of the in-stitute and the Church. In order for one to be a moderator, whether supreme or subordinate, one must be incorporated definitively in the institute for a period of time deter-mined by particular law. The length of term for each office, which is determined by particular law, should be temporary, unless the spirit of the institute in- 34 / Review for Religious, Volume 34, 1975/1 dicates otherwise for the office of supreme moderator. For the good of the in-stitute and in'order to improve the quality of government and the spirituality of the members, particular law should provide that moderators do not stay in of-rice for too long a period. Hence, when they complete the time prescribed in particular law, they should not assume the office of moderator again until some years have expired. The supreme moderator of an institute should be designated by canonical election according to norms of particular law. Other major superiors are designated according to particular law, that is, they are either elected and then confirmed by the supreme moderator, or appointed but only after adequate and free consultation. Particular law should provide for the appointment or election of minor superiors. Members of the institute must follow the norms of common and particular law in all elections. Moreover, they must vote only for those whom they consider in the Lord to be more worthy of office, avoiding all abuses, especially that of procuring votes for themselves or for others. In order to improve communications, at regular intervals the supreme moderator should send a brief report on the condition and life of the institute to the Holy See. Moreover, moderators should communicate pertinent statements of the Holy See to the members in their care. Moderators should visitate, according to norms of particular law, houses and members under their care. Members should be honest with their moderators responding in truth and charity to legitimate questions. No one should hinder members from fulfilling their responsibilities. The spiritual duties of the moderator are considered carefully. Besides be-ing solicitous about their duties, moderators are to help members seek and love God, foster fraternal communion, promote the growth of the Church and the love of fellow °man, and help members draw closer to Christ through the prac-tice of the evangelical coun~eis. Frequently, they should communicate the word of God to the members, be present with them at the liturgy, stimulate them to the practice of virtue, and instruct by word and example in observance of the law and the worthwhile traditions of the institute. Moreover, let moderators help them in their personal needs, visit and care for the sick sedulously, correct the unruly, strengthen the weakhearted, and be patient to all. The thoughts of this canon, even some of the words, are taken from the Rule of St. Augustine. Moderators must have a permanent council, constituted according to par-ticular law, and must use the council in fulfilling their responsibilities. Consent or consultation is required according to common and particular law. Chapters and councils fulfill their office according to particular and common law, work-ing for the good of the institute or a particular group. In consultation and meetings discretion should be observed so that each institute may be effectively and aptly governed according to its spirit and goals. Moderators should leave the members free in regard to the direction of conscience, the particular law of the institute being observed. Unless members petition it spontaneously, moderators should not hear their confessions. The New Law: Principles, Content, Evaluation Though no one should be bound to confess to a particular priest, worthy con-fessors should be provided regularly. It is desirable that members freely and faithfully open their hearts to their moderators. Title IV Temporal Goods and Their Administration Because the administration of temporal goods in institutes of perfection is subject to the common law of the Church and also to the civil law of particular countries, this section is rather brief. In composing this,part, the Committee sought to state the principles which would foster the practice of poverty and to eliminate all requirements contained in the old law which discriminate against communities of women. The section begins with the statement that temporal goods of institutes of perfection are ecclesiastical goods and as such are Subject to the general laws concerning the patrimony of the Church, unless particular or common law states otherwise. If the particular s, pirit of an institute warrants, particular law may limit or eliminate the power of acquisition, possession, and administration of temporalgoods. Hence~ each institute should form laws which foster, protect, and express the practice, of poverty according to the spirit of the institute. Witnessing to poverty and charity, institutes should give alms and gifts when possible, particular laws being observed:. Major and minor moderators should have a treasurer, constituted accord-ing to particular law, who administrates temporal goods under their direc-tion. Particular law, following common law, should statelwhich actions exceed the goal and manner of ordinary administration. At proper times determined by particular law, administrators should give an account of their responsibility. For the validity of an alienation which exceeds the amouqt set by the episcopal conference, the consent of the Holy See is required. Title V Admission into the Institute The legislation concerning this most important topic is general, the burden for insuring proper selection and formation of candidate being put upon the in-dividual institutes. The law states that any Catholic may ibe admitted to an in-stitute of perfection who, endowed with a divine vocation, is fittingly prepared and approved by proper authority and has the qualities required by common and particular law. The rest of the title is divided into four articles, the first article concerning the preparation of those to be received. The right to admit candidates pertains to major superiors according to the norms of particular law. This responsibility should be fulfilled carefully so that only those are admitted who are of proper age, have the required health, maturity, and aptitude for the life and mission of the institute, experts being consulted to ascertain the presence of these qualities if need be. The following would be admitted invalidly to an institute: 1. those who are not yet 17 years of age 2. a .spouse who is still married 36 / Review for Religious, Volume 34, 1975/1 one who presently is bound by vows or other bonds in an institute of perfection one who conceals a. admission into another institute of perfection b. substantial indebtedness c. the need to render an account to legally constituted authority. Other impediments to valid admission may be stated in particular law. Before candidates are admitted they must present testimony of baptism and confirma-tion as well as the fact that they are free to enter the institute. Recent converts should not be admitted until their steadfastness is demonstrated. Particular law requires additional proof of candidates' worthiness and their freedom from impediments of particular or common law. If necessary, moderators may seek confidential information as well. Article 2 treats the formation of candidates. The purpose of the time of canonical probation,, by which the life in the institute is begun, is to enable the candidates to consider more carefully, their divine vocation, to experience life in the institute, to test and prove their commitment and worthiness, and to im-bue their hearts and mind with the spirit of the institute. The place for canonical probation may be erected, moved, and suppressed by the supreme moderator with the consent of his council. Particular law, in addition to other conditions for the validity of canonical probation, may define requisites in regard to time, provided (dummodo) the duration of canonical probation em-braces at least one continuous year. The purpose of the canonical probation requires that it be made under the direction of a master according to particular law and be adapted to the nature and goals of the institute. Many of the op-tions in regard to apostolic activity during the time of canonical probation con-tained in Renovationis causam are not contained in the new law, the institute being allowed to determine how the time of probation will be spent as long as the goals are fulfilled. Some of the innovations contained in Renovationis causam .were not thought to be successful by the Committee.8 The master of canonical probation (fgrmerly the novice master), a member definitively admitted to the institute, is design.ated according to particular law and may have assistants; but the direction of the canonical probation is the responsibility of the master under the authority of the major moderator. The formation of candidates should be under the direction of carefully selected and well-prepared members who are free from other responsibilities that would im-pede their work, most important for the institute and the good of the Church. The master and assistants should discern the vocation of (he candidates, leading them gradually to the way of perfection proper to the institute, ac-cording to the norms of particular law. The master and assistants should help the candidates develop Christian and human virtues, and educate them in the spiritual life according to the purpose, goals, spirituality, and history of the in-stitute. Other members of the institute should cooperate in formation through prayer and example. The candidates must be conscious of their responsibility 8Beyer, "De institutorum . . . novo jure," p. 200. The New Law." Principles, Content. Evaluation / 37 to cooperate actively with the master and respond to the grace of their divine vocation. In institutes which have members of different categories, the proba-tion fulfilled for one category is valid for the other, unless particular law states the contrary. Candidates may leave the institute if they wish and may be dismissed by competent authority of the institute, according to particular law. The canonical probation being completed, if the candidate is judged worthy, he or she may be admitted to the institute, otherwise she or he should be dismissed, unless there is doubt about worthiness, and then the probation may be prolonged, but not beyond six months. Article 3 is concerned with incorporation (cooptatio) into the institute. Find-ing an English word to serve as a synonym for the Latin "cooptatio" is rather difficult. A literal translation would be "election," but this does not seem to describe what happens when one professes vows or other sacred bonds in an in-stitute of perfection. The Code of Canon Law used the word "'profession" but this is a form of"cooptatio" which is proper to religious communities. Having considered many possible words, I have settled upon "'incorporation," being open to a better alternative in the future. Whatever the word, the event and process under discussion is clear; it is the action and the effects of the action by which one temporarily or permanently binds oneself through vows or other sacred bonds to follow the evangelical counsels according to the spirit and legislation of a particular institute of perfection. The canons state: No one may be incorporated into an institute, unless in the manner prescribed by particular law. Incorporation carries with it the rights and obligations defined in particular statutes, being observed under legitimate authority. Through incorporation the institute assumes the respon-sibility, under a new title, of leading the member to his goal according to the statutes of the institute. After canonical probation, incorporation should be made for a definite time, but not for less than three years or longer than nine years, unless particular law states otherwise. By temporary incorporation, members assume publicly the observance of the three evangelical counsels of chastity, poverty, and obedience, made firm either by vow or some other sacred bond. Particular law may permit, however, that in temporary incor-poration of the member, in place of a vow or other sacred bonds, one may be bound to the institute by another bond, the nature of which must be defined carefully by the same particular law. Always, h6wever, the member must be so incorporated that one is held to lead one's life according to the norms of the in-stitute under the authority of the legitimate moderator. For the validity of temporary incorporation, besides the conditions set down in particular law, the following are required: a. at least 1,8 years of age completed b. completion of valid canonical probation c. judgment of worthiness made according to the requirements of par-ticular law d. admission by the competent superior. 31~ / Review for Religious, Volume 34, 1975/1 When the time of temporary incorporation is completed, one who freely petitions and is judged worthy should be admitted to definitive incorporation; otherwise one should leave or be dismissed. However, if it seems opportune or if the member spontaneously requests, the period of temporary incorporation may be prolonged by the competent moderator, not however beyond three years. Through definitive incorporation members consecrate their lives to God by a sacred bond of its nature perpetual, and also are admitted fully into the in-stitute. For valid definitive incorporation, besides the conditions of particular law, the following are required: a. at least 21 years of age completed b. previous incorporation completed, according to canon 58 c. judgment of worthiness made according to the requirements of par-ticular law d. admission by the competent superior. Those who are incorporated are bound to live according to the norms of their institute. Article 4 provides for the formation of incorporated members of the in-stitute. The new law considers the education or formation of incorporated members as well as candidates. This article gives general notions which in-dicate the necessity, purpose, and duration of continuing education and forma-tion. The details are consigned to particular law. In every institute, after first incorporation, the formation of the members must be perfected so that they will be able to lead more fully the life of the in-stitute and carry on its mission more fittingly. Hence, particular law must define the duration and purpose of this formation, being mindful of the needs of the Church, the conditions of the times, as well as the goal and spirit of the institute. During this period of formation, members should not be assigned to offices or other work which impedes their formation. This formation, under the guidance of qualified people and accommodated to the capabilities of the members, should be doctrinal as well as practical, in accord with the needs of the institute. If possible and fitting, useful academic degrees should be ob-tained. The formation of those who are destined for sacred orders is governed by common law and the course of studies (ratio studiorum) proper to each in-stitute. Throughout their whole life, members should seek spiritual, doctrinal, and professional development, and moderators, insofar as possible, should provide the time and means to do this. Title Vi Obligations of Institutes and Their Members The principal responsibility of each institute is to understa~ld its vocation in Christ and in the Church, to preserve faithfully its particular nature according to the spirit of the founder, and to strive sedulously to achieve the goals of the community, being attentive to the signs of the times. Members should keep in The New Law: Principles, Content, Evaluation mind that they have responded to the divine call by profession of the evangelical counsels; accordingly, being more and more liberated from the things which might diminish the fervor of charity, they are bound to live solely for God and His kingdom. Members of institutes of perfection should make the following of Christ in the Gospels the supreme rule of their life. All members have the responsibility of cooperating wholeheartedly and diligently in the building up of the Body of Christ, according to the vocation of each institute. Solicitously, therefore, let them be careful so that through them the Church show forth Christ more vividly day by day. Each institute, according to its nature and proper character, should define by particular law in its own rule of life the manner in which the counsels of chastity, poverty, and obedience should be observed. Each member ought not only to observe faithfully and integrally the evangelical counsels, but also order his or her life according to the statutes of the institute, and so strive for greater perfection of charity. Let the contemplation of divine things and assiduous communication with God be as daily food to people consecrated to the service of God and the Church. Avidly, therefore, members should peruse meditatively the Sacred Scriptures, participate in the celebration of the sacred liturgy, prac-tice mental and vocal prayer, make a yearly retreat, and perform other spiritual exercises according to the norms of particular law. It is earnestly recommended that members participate daily in the sacrifice of (he Mass, and according to the condition of each one, receive the sacred Body of Christ. Let them go to confession frequently according to the norms of particular law and the counsel of their spiritual director. Moreover, let the members employ other means, whether natural or supernatural, useful for fostering the spiritual life, whether common to all or proper to their own in-stitute; most especially, let them examine their conscience, visit the Blessed Sacrament, and pray to the Blessed Virgin, especially by reciting the rosary. The members, living in fraternal community rooted and founded in charity, should be an example to others of the universal reconciliation in Christ; hence let them show forth the gentleness and kindness of Christ in their life. Title VII Separation from the Institute When treating this matter, the Committee sought to simplify the process by which one departs or is dismissed from an institute of perfection. Hence, the practice of having separate processes for those in simple and solemn vows was eliminated, as well as the differences arising from exempt and non-exempt in-stitutes. Secularization and exclaustration were dropped from the new law, as well as the distinctions between apostates and fugitives. Moreover, in accord with the principles of subsidiarity, many of the decisions which were previously made by the Holy See are now made by the institute. As a result of the simplifications and in response to the needs of our times, a person who does not cooperate with the community may be dismissed more easily than in the legislation contained in the Code. Hence, the rights of the institute are 40 / Review for Religious, Volume 34, 1975/1 protected more readily than they were under the legislation of the Code which gave greater protection to the individual religious. Article I Transfer to Another Institute One may not transfer from one's own institute of perfection to another un-less one has the consent of each supreme moderator and the deliberative vote of each council. Particular law should define the time and manner of proba-tion, which having been fulfilled, the member may be admitted to a new incor-poration according to the statutes. One who has been definitively incorporated before transfer, after completing.probation is definitively incorporated into the new institute; one who was not definitively incorporated assumes temporary bonds, lasting for at least three years. Until the new incorporation, the sacred bonds remaining, the particular rights and obligations that the member had in the previous institute remain suspended; when the new probation begins, however, the member is bound by the statutes of the new institute. If one is not admitted to incorporation or refuses it, one must return to the original institute unless he or she obtains a dispensation from bonds or the preceding time of incorporation has already ex-pired. Through incorporation, a member is joined to the new institute, the sacred bonds, rights, and obligations of the original institute ceasing. Article 2 Departure from an Institute The supreme moderator, having heard his council, for a grave cause may concede to a member definitively incorporated into the institute that he or she may live outside the institute, and, though still under sacred bonds, be free from obligations which cannot be reconciled with the new condition of life, but not for more than three years. A member in this state remains under the care of the superiors; however, he or she lacks active and passive voice. One who completes the time of temporary incorporation may leave the in-stitute if he so wishes. A member who during the time of temporary incorpora-tion for a grave cause petitions to leave the institute may be given an indult to depart definitively by the supreme moderator with the consent of his council. A definitively incorporated member who for most grave reasons considered before the Lord petitions an indult to depart from the institute may obtain it from the supreme moderator. In order to validly concede this induit, the supreme moderator needs the consent of his council, which for this case must consist of at least five members. Hence, if ordinary councilors are absent or lacking, others should be called according to the norms of particular law. Voting for this consent should be done secretly. An induit to depart from the institute, accepted in writing by the member, carries with it ipso iure a dispen-sation from vows or other sacred bonds and from all other obligations which arise from incorporation. A member who removes himself from the prescribed community life or from the jurisdiction of the moderator should be solicitously sought and helped by the moderators so that he might persevere in his vocation. However, if The New Law: Principles, Content, Evaluation within the time determined in particular law, but never less than three months, two warnings have proved useless, or the member does not return, he may be dismissed from the institute by a decree of the supreme moderator with the consent of his council. Article 3 Dismissal from an Institute A member, the time of temporary incorporation having expired, may be dismissed by the competent moderator if there are just and reasonable causes either on the part of the institute or the part of the candidate. Observing justice and charity, physical or mental infirmity, even if contracted after incorpora-tion, constitutes a just cause for dismissing one whose temporary incorporation has expired, provided the judgment of experts states that the member cannot lead the life of the institute without doing damage to himself or to the institute. Members temporarily incorporated may be dismissed by the supreme moderator of the institute with the consent of his council, respecting particular law. In order to carry out such a dismissal, it is required: a. that the cause of dismissal, either on the part of the institute or on the part of the member, is grave though it need not involve culpability b. that if the cause is culpable, warning were given in writing and proved useless c. that dismissal is not because of ill heait~ unless it was maliciously kept secret before incorporation, or unless the judgment of experts urges the dismissal in order to avoid injury to the member or the institute. The causes for dismissal should be manifested to the member in writing, full liberty to respond being granted. The response of the member, which ought also to be in writing, should be submitted to the supreme moderator and his council. Members definitively incorporated may be dismissed by a decree of the supreme moderator with the consent of the council, observing the norms of general and particular law. In order to carry out such a dismissal, it is required: a. that the causes of dismissal are grave, culpable, and juridically sound b. that before ~the dismissal, two canonical warnings which threatened dis-missal if not observed, have proved useless c. the causes of the dismissal were communicated to the member, and full liberty of defense was given after each warning. The responses of the member, given in writing, should be included in the acts which are submitted to the supreme moderator and his council for examina-tion. The supreme moderator with the consent of his council may dismiss im-mediately a member: a. who publicly professes apostasy, heresy or schism b. who attempts or contracts matrimony, even if only civil 42 / Review for Religious, Volume 34, 1975/1 c. who culpably was the cause of serious and most grave exterior scandal or injury to the institute. The decree of dismissal must be communicated as soon as possible to the member who has the right of appealing to the Holy See within ten days, with suspensive effect. When a member is dismissed legitimately, ipso facto all bonds, rights, and obligations coming from incorporation also cease. Article 4 Juridical Condition of Those Separated from Institute A member in sacred orders, dismissed from or having legitimately departed from his institute, in order to exercise the sacred ministry, must be accepted ac-cording to law by his own or another diocesan bishop. An institute, in a spirit of equity and gospel charity, should show proper concern for former members. In the report that is made to the Holy See, mention should be made concerning members who have been separated from the institute in any way whatsoever. Part II Things Proper to Different Institutes of Perfection In this section the different kinds of institutes of perfection and their par-ticular characteristics are considered. The foundation of the distinction between these various types of institutes is the manner of apostolate carried on by each one. In order to compose and divide this part, the Committee had to consider intently the theology of the states of perfection and the constitutive elements of the various types of institutes. The content and the theoretical and practical considerations that underlie this section of the new law have been ex-plained clearly and thoroughly by the secretary of the Committee, Mark Said, O.P., in the recent issues of Communicationes) Part II begins with four preliminary canons which apply to each kind of in-stitute. The first three canons contain the principles formulated by Vatican Council II for the vitality and renewal of religious life, and the last canon in the group confirms the eremitical life as a valid form of evangelical perfection. The canons state: There are many institutes of perfection in the Church, displaying various charisms of the Spirit and having different gifts according to the grace which has been given them. These institutes follow Christ more closely either by prayer, by active works which benefit mankind, or by communicating with people in the world. Therefore, given these differences from the Holy Spirit, the mind of the founders and their proposals concerning the nature, purpose, and character of the institute, as well as its sound traditions, must be followed by all. Norms which concern the basic elements, that is, the mind of the founder and proposals concerning the nature, purpose, and sound traditions of the in-stitute, are to be placed in the principal lawbook of each institute, whatever that book might be called; and just as these norms must be approved by the competent authority in the Church, so they may not be changed without per-aCommunicationes, 1973, pp. 63 ff.; 1974, pp. 73 ft. The New Law: Principles, Content, Evaluation / 43 mission from the same authority. Other norms, concerning life, government, and discipline, are ratified and gathered together by the competent authority of each institute, which authority, however, may change and adapt them accord-ing to particular law. In composing these texts, the spiritual and juridical should be combined, and norms should not be multiplied without reason. Though the wording here is not as clear as it might be, the meaning is ap-prehended easily. Basically, these laws repeat the distinction of Ecclesiae sanc-tae concerning constitutions, which are more general and permanent, and directives, which are concerned with changeable and less important items?° This distinction will be familiar to religious who have taken part in general chapters over the past few years. In addition to institutes of perfection, the Church recognizes the eremitical or anchoritic life by which the faithful, withdrawing more strictly from the world, consecrate their lives to the praise of God and salvation of the world through the silence of solitude and by assiduous prayer and penance. An anchorite, recognized in law as a religious, is one who professes under vow the three evangelical counsels and follows a definite rule of life under the guidance of a competent religious superior or local ordinary. Title 1 Religious Institutes These canons contain the essential and integral elements of the form of consecration known as the religious life. For most people, this type of institute of perfection is the most commonly encountered. The laws state: In each religious institute, the members must assume the responsibili!y of the three evangelical counsels, this responsibility being strengthened by public vows, at least at the time of definitive profession, and they must lead a common life ac-cording to the norms of particular law. The public witness which should be rendered to Christ and to the Church by these institutes involves separation from the world according to the spirit and purpose of each institute, as well as use of a fitting habit prescribed by particular law as a sign of the consecrated life. The profession of chastity for the kingdom of God carries with it the obser-vance of celibacy as well as perfect continence by which love of God and of all men is increased and manifested. The profession of poverty for the following of Christ involves, besides a life of work and simplicity, total dependence in the use and disposition of goods, and at least the cession of the administration of one's proper patrimony. Unless one makes a renunciation of patrimony already acquired or to be ac-quired according to the norms of particular law, members are held to make a will, and in view of future profession, to dispose freely of the use and usufruct of their goods. Whatever is acquired by members of the institute through their own work, stipend, or pension, belongs to the institute. The profession of obedience in imitation of Christ carries with it total ~°lbid., 1970, pp. 12-4. 44 / Review for Religious, Volume 34, 1975/1 dedication to the will of God through submission to moderators taking the place of God, offered in a spirit of faith and love according to the regulations of law. Religious should live in community in a house legally constituted, which house may have its own church or oratory in which the Eucharist is celebrated and reserved so that it is the true center of the community. Chapter I Monastic Institutes Monastic institutes are religious institutes whose members, according to the particular traditions of each institute, lead an anchoritic or coenobitic life by conversion to God through prayer and labor so that through apostolic charity and the contemplation of divine things they seek only God and His kingdom. This chapter then considers first monks and afterwards considers nuns. The principle responsibility of monks is to offer humble and noble service to the divine Master within the confines (septa) of the monastery. Monastic in-stitutes which are ordered totally to contemplation remain always a lustrous part of the Mystical Body of Christ and speak of the richness of treasures in the Church; hence, even though the need for active apostolic work is great, let them remain firmly in their state of life. Institutes, however, which would assume some legitimate apostolate or work of Christian charity, should pursue only those things which are consonant with the spirit of monastic life. Monastic institutes, per se, are neither clerical nor lay. A religious house of monks, under the care and government of a proper moderator, is called a monastery, and of itself is an independent entity, particular laws being observed. The moderator of an independent monastery, who is usually called an abbot, is by right a major moderator. Monasteries of the same monastic families may be united in federations, and these federations may be united in confederations, with the permission of the Holy See. Each federation or con-federation is governed by its own law, the autonomy of each monastery, however, being preserved. Each institute should state in its particular law the norms for the monastic and priestly formation of its members. Transfer from one monastery to another of the same family or the same rule may be made with the consent of both moderators and the deliberative vote of the chapter of the receiving monastery, particular law being observed. If one transfers, monastic profession is not repeated, unless particular law states otherwise. Other forms of transfer are governed by common law. Nuns, a more noble part of the flock of Christ, legally are those women who are dedicated primar, jly to a life of contemplation. Those things that are stated concerning monks apply to nuns as well. Monasteries of nuns affiliated with an institute of men receive their way of life and government from the statutes of these institutes. It is fitting, moreover, that they be helped in pur-suing their proper vocation by spiritual care of the institute to which they are affiliated. The papal cloister, which uniquely disposes for contemplative life, The New Law." Principles, Content, Evaluation / should be observed in monast erles of nuns. Statutes concerning the papal cloister in particular law are t~o be approved by the Holy See. Other .I monasteries should observe a cloister that is accommodated to their particular spirit and defined in particular lalw. I Chapter II Religious Institutes~Dedicated to Apostolic Works In institutes dedicated to apostolic works, apostolic activity pertains to their very nature Hence, the whole~ life of the members should be imbued with apostolic spirit, ~nd the total apostolic activity should be informed by the spirit of the instttute. Apostohc act~vtty should always proceed from an intimate union with God and should nourish and confirm this union. Apostolic activity, exercised in the name of and un[ler the guidance of the Church, should be I carried on in ecclesiai commumo,n. Works proper to the institutes should be retained faithfully though adapted to the needs of the times and places, using new and opportune methods" Members of institutes dedicated to apostolic works, by reason of their very vocation, are bound to help bishops and work for the good of the Church under the direction of their own moderators. Bishops and moderators, either alone or in groups, should take common coIunsel in planning the works of the apostolate that will be carried on by the members. Institutes have the right to carry on their proper works, the requirements of law being observed. When opportune, bishops and moderators should e~nter particular agreements for ordering and improving collaboration. In three successive articles theI proposed canons then treat of three kinds of institutes: canonical institutes, conventual institutes, and apostolic institutes. Canonical institutes offer d~wne praise, especially through solemn worship, and they carry on apostolic works[ especially by exercising the priestly ministry in parishes. In order to foster r~gular life, parishes should be committed to them which are close together or close to the principal house. Many indepen-dent chapters of regular canons~ may be brought together under the same leadership; many institutes of the same canonical type may be confederated under an abbot primate with th~ permission of the Holy See. Conventual institutes intimately join the apostolic life with divine praise and regular observance, and they also offer the particular witness of an austere life. Members live a fraternal iif~ in common, especially in the celebration of the Eucharist and the Liturgy of ihe Hours, an

10The Students' Attitudes Toward the Instructor's Code Switching in EFL Classroom Yesi Sehiling S1 Sastra Inggris, Fakultas Bahasa dan Seni Universitas Negeri Surabaya, Indonesia yesisehiling@gmail.com Abstract English has a big influence in the world. It can be seen that almost all of the country around the world put English as one of the foreign language which is taught in any level of the institutions. In Indonesia, English is taught from kindergarten until university level which is called as English as Foreign language. It is because the awareness that almost information around the world is provided in English, which is the key to make the generation moves forward following modern era.Because English is a foreign language, it may be hard to be learned to Indonesian society. So, to make it interesting, English should be delivered as enjoyable as possible and in the right way so that the learner can get the English learning well. Teaching English in Indonesia is usually delivered in English. But, there are some instructors sometimes use Indonesian to switch the code from English when teaching in the classroom. This study focuses on the use of code switching by the instructor and the students' attitudes toward the teacher's code switching in EFL clasroom. In fact, the researcher would like to know whether the language choice in teaching EFL classroom may influences the students' attitudes toward the language or not. This study used qualitative approach. The instruments which are used are some notes, video recorder and the researcher itself. To collect the data, this study uses observation, interview and questionnaire. The Objects of the study are in EFL classrooms (senior high school, English department and Indonesian department). The subjects of the study are the English teacher and the students. The findings of the study show that the use of code switching may be as simply talks and within any reason and perpose. The further findings indicate that the students' attitudes toward code switching by the instructor are largely influenced by the students' English proficiency. The less proficient students preferred the instructor to use both language which English should be minimized and Indonesian more explored. The more proficient students preferred the instructor to minimize the use of code switching if it is not needed enough and more explore English. Keywords: code switching, attitude, language attitude, EFL. Introduction Language is the most important thing for human life. By using language, the people can express their thought and sense to others (Humaidah, 2009: 2). But the most main function of language (Whatmough, 1957 :12) is to communicate each other. Communication is a kind of interaction which uses code that must be dealt by the speaker and the listener. If between the deliverer and the interlocutor does not know their code each other, their communication means nothing. Even though what they deliver consist some information, they will not be able to get what information is. In global world, people are obligated to be bilingual or multilingual which international language is included. It aims to make the people are able to interact with all the people around the world. Besides, all the world information must be provided in International language. By being able to understand International language, the people can access the information. English is an international language. It has a big influence. Almost all the countries in the world learn English. Indonesia does too. English is an important subject of school in Indonesia. It is taught in any level of school started from kindergarten, elementary school, junior high school, senior high school and university. It is hoped that the availability of English language as the subject of their school can contribute to the students' English language competence, which is the key to access information in the world. Besides, learning English aims that they are able to communicate using international language and have relation in international world considering international relationship is very important for life. In Indonesia, English is most taught as foreign language in formal setting. They are put in the classroom where the learning takes place. In this situation, the classroom is called as EFL (English as Foreign Language) classroom considering that Indonesia is non-English speaking country. According to Yletyinen (2004: 4), in EFL classroom, the learner learns English in an environment where there is only a little natural use of the language. Furthermore, the foreign language is treated equally to the other subjects with its homework and test. In EFL classroom in Indonesia, the teacher teaches the students English in order to make the students understand English by listening, reading, doing written and oral activities. The language of teaching is usually English. However, there are teachers sometimes change from English to Indonesian and vice versa in delivering the subject. This phenomenon is called as code switching. Code switching is very common in bilingual and multilingual societies. Wardhaugh (2006: 101) says that code switching is changing of codes from one code to another code or to mix the code in the same conversation. In the other words, code switching is the use of two or more languages in the same conversation. The code switching usage (Uys, 2000: 2) by the teacher in the class may have any reason or purpose such as the teacher uses code switching as strategy (Yletyinen, 2004: 53; Uys, 2000: 11) to explain in order to make the students understand what she/he has told or may be because she/he has less competence (Yletyinen, 2004: 72) in speaking English so she/he uses much Indonesian. This problem is very interesting topic to be discussed in this study especially related to student's attitude toward this phenomenon. Attitude is something that is got by the people through interaction with an object or accident. Attitude is not brought since baby but it is created through learning process in environment. There are factors that can change someone's attitude that are feeling, knowledge, experience and motive. Language is also related to attitude. Attitude toward language is called as language attitude. Language attitude is someone's attitude in choosing and deciding which language to be used. Language attitude is quite influenced by background and something happen in the environment. The students of Senior High School are in the high level of learning in school world under university students. They are expected to have good English skill after they graduate. In this case, the way of teaching them must also different from the previous grade. The capacity of using English rather than Indonesian of the teacher must influence the student's ability of English especially in speaking. In simply, using code switching by the teacher whether it is favored or disfavored by the students is focused in this study. There are earlier studies related to this paper done by Yletyinen (2004) which is titled the function of code switching in EFL Classrom. Then, Arrifin and Husin (2011) which is titled Code Switching and Code Mixing of English and Bahasa Malaysia in Content-Based Classroom and Alenezi (2010) which is titled Students' Language attitude Towards Using Code Switching as a Medium of Instruction in the College of Health Sciences: An Exploratory Study. Both of the studies analyze the language attitude towards code switching as a medium of instruction. The present study focused on the situation of code switching which is used by the teacher in the classroom and the student's attitude toward code switching by the instructor too. Research Question This research is guided by the following questions: Under what situation does the teacher use code switching in the classroom? How do the students take attitudes toward the teacher's code switching in the classroom? Purpose of the Study Related to the background of the study and the research question, the purposes of the study are: Describe the situation of the instructor's code switching in the classroom. Describe the students' attitudes toward the instructor's code switching. Significance of The Study The result of the study is hoped that can give contribution to sociolinguistics especially in the term of code switching and the attitudes toward code switching. But the most contribution may be for the teacher who teach EFL classroom in guiding the class to optimize positive attitude of the students toward English to get the better result of students' competence. Moreover, this study can give description to the people who will have research as this present study. Method Research method is the most important part of a research because it shows how the study is organized. This study uses qualitative method. Qualitative method is research procedure that produces descriptive data in the form of written words from the people or attitude that can be researched. This chapter consists of research design, subject, object, and the location, sources of the data, data collection techniques, instruments and data analysis. Research Design This study uses descriptive qualitative and quantitative data. According to Bodgan and Taylor on Margana's Disertasi (2012), descriptive qualitative uses data in the form of word, phrase, or clause whether written or spoken which is used to give overview of a certain description of phenomena about code switching. The quantitative data (Litosseliti, 2010: 52) enabless the the researcher to compare relatively large numbers of the students' attitudes in EFL classroom of the research which is as the main focus of the present study. Objects, subjects and location The objects of the study were classrooms of Senior High School, Indonesian department and English department that Senior High School was the main object and the others were to compare the result of the data. However, not all classrooms of the departments were researched but only one class of each department which was chosen randomly by the instructor. The objects were taken to compare the result considering their different level. Why should those objects be compared? Firstly, Senior High School is the highest level of obligated education program by Indonesian government. After graduating from this level, they were not obligated to continue their education in university. So that's why, they have to be given good skill in order to be able to get good enough job. It is quite related with their English skill because people who have good English competence and performance will get good/higher position than low English competence one of a company. Secondly, Indonesian department are the higher level of Senior High School. The perception is that the students of Indonesian have higher competence than Senior High School. But they may favor Indonesian rather than English considering their choice to choose Indonesian department rather than English department. Thirdly, English department is the department which the society use most English in their communication in the context of learning. All the students may have good English ability considering their ability to interact each other using English in the class. This object was used to compare and to get more varied data considering the different level and the English competence. The subjects of the study were all the societies in each classroom including the English teacher and the students. In this case, the teachers followed to answer Question 1 and the students followed to answer Question 2. Talking about the location, all of them are in East Java. Senior High School took place in SMA 1 Wonoayu. It is located in Pagerngumbuk village, Wonoayu, Sidoarjo. And, Indonesian department and English department took place in Universitas Negeri Surabaya which is located in Lidah Wetan village, Lakarsantri, Surabaya. Most societies of the institutions are multilingual (Javanese, Indonesian, and English). But, the language which is most used in classroom is Indonesian considering Indonesian is the formal language in Indonesia. However, it is the exception of English subject which English is most used. Moreover, the location takes place around the researcher's environment that could help the researcher to get the data easier. Data and Sources of Data This present study classifies the data into two types. They are linguistics and information data. The linguistics data is the situation of code switching by the teacher and the students' attitudes toward the code switching. The information data is obtained when the researcher conducted interview of the instructors about the reason of the use of code switching in the classroom and the interview and questionnaire of the students about the acceptability of the code switching by the instructor. The questions of the interview of the teacher was not listed but developed by each situation in each classroom. In the other hand, the interview of the students were listed which can be seen in Appendix 4 and the questionnaire which is adopted from the Likert scale (Arrifin and Husin, 2011) which was drawn below. No. Statement Strongly Agree Agree Disagree Strongly Disagree There were three kinds of source of data in the present study. They were people, place, and papers. The people were the instructors and the students of the institutions. The place was in the classroom. The papers were from the related theories which were gotten from the books, previous studies and internet. Research Instrument The instrument is used to facilitate and get the data. In this study, the data were collected by direct observation, questionnaire and interview. In doing the research, some tools were used to save the data by using some notes and video recorder. The gotten data is analyzed and related to the theories/previous studies. Question 1 : Under what situation does the instructor use code switching in the classroom? In order to answer question 1, direct observation and interview were used. Interview was used for the teacher to get more information about the reason of using code switching. In the interview activity, it was not made interview sheet because the interview was done directly based on the situation of code switching in each classroom. See Appendix 1,2 and 3 to get more details information. Question 2: How do the students take attitudes toward the teacher's code switching in the classroom? In order to answer question 2, questionnaire, interview and direct observation were used for the students. Questionnaire sheet was used to answer the Question. The interview and direct observation were also used to strengthen the data. The tools were video recorder. The data from the instrument was analyzed which also needed some theories relating to the study in analyzing the data. However, the researcher was the key instrument to answer those two questions. The researcher as the instrument means that the researcher became the determiner in collecting data. She paid attention, followed, took a note and analyzed the data. Data Collection Technique Data collection technique of this study was done by doing observation, interviewing, and giving questionnaire. Observation Direct observation was used to get the data. It was done to see the phenomenon of code switching by the instructor directly and how the students take attitudes toward the use of code switching by the instructor and to take a note the whole learning activity in the classroom. The direct observation was also video recorded. Interview This study uses spoken interview to collect the data. Both teacher and the students were interviewed. The tool was video recorder. Interview for the teacher (see Appendix 1,2,3) was done after the observation. In contrast, interview for the students (see Appendix 4) was done before the observation. The students who were interviewed was chosen randomly based on their English competence, higher competence and lower competence. The categorization of their English Competence was based on their score. Each instructor has their characteristic of giving score and categorizing the students whether they are less competence or more competence. The teacher of senior high school had requirement that the students who have score under 80, they are categorized as less competence and upper 80 as more competence. The lecturer of English department did say so. Whereas the lecturer of Indonesian department gave score under 70 for less competence and upper 70 for more competent students. Questionnaire Questionnaire was used for the students. There were 8 statements of the questionnaire. The questionnaire was given to all students in the classroom according to their presence when the research was done. Data Analysis In analyzing the data, there are some steps below: The data were classified according to the situation or specific time of the use of code switching by the instructor and the students' attitudes toward the use of code switching. However, the data collections of the interview were transcribed. The data were then analyzed based on the theories and previous studies. The data were interpreted and made conclusion about the result of the study and also provided some suggestion for the future study by the researcher. Results and Discussion The use of code switching The data reveal a clear pattern of instructor's language use in the classroom. All of the institutes above showed the use of code switching English-Indonesian or Indonesian-English by the instructor was common practice phenomenon. The characteristics of each institute also influence the frequent of the use code switching or the languages whether the more frequent was English or Indonesian. Senior high school institute used code switching balance whether English-Indonesian or Indonesian-English. It was different with Indonesian department that the institute used more frequent in Indonesian and unaware in using English. On the other side, the lecturer of English department used English more frequent in the classroom and Indonesian was just used in simply talks or just to give more explanation and example. Eventhough the institutes had their own characteristics, here the results of the code switching use in each institute were summerized into one. Those, code switching by the instructors in the classroom happened under situation below: Code switching happened in explaining the material which was used to make the explanation clearer to be understood by the students. According to Yletyinen (2004: 53), there are different strategies for explaining the material being taught by mentioning repetition, reformulation, clarification and exemplification. In the present data, code switching in explaining material is common which was happened in all the institutions whether in senior high school, Indonesian department and English department of university. This result supports Yletyinen's thesis (2004: 53) and Uys (2000: 44) which they found that the teacher has to clarify his/her message by code switching to the students' mother tongue and thus making the students more understand the material and do what the teacher asks to do. However, the code switching was most used in the senior high school. Code switching was used as the student's requirement. This reason of code switching is the same result with Youkhana (2010: 15) that the students tend to ask the teacher to change the code into mother tongue because they discomfort to the English used because it makes them confused to understand the instructor's speech. Code switching was used in joking. According to Weng, this function of code switching is called as poetic function that the speaker inserted some jokes, stories, some poetic quotation in the conversation. Joking (Uys, 2000: 44) in mother tongue is more understandable and felt rather that in foreign language because mother tongue has stronger role to catch the meaning. This finding is supported by Wardhaugh (2006: 112). He said that code switching can be used for humorous effect. In other words, code switching has purpose of joking. Code switching happened in simply talks which were with unawareness. This phenomenon is often happened. It was found in the three institutes in the research. The code switching was spoken accidentally, since it was not required. According to Yletyinen (2004: 95), this code switching is called lapse. Lapse was most frequent happened in Indonesian department which the instructor delivered her speech most in Indonesian and slipped English words sometimes. It is different with senior high school and English department which are commonly slipped Indonesian words. Code switching was used when the instructor was disappointed with the students. This code switching (Yletyinen: 2004: 89) is called as teacher admonition. She said that the mother tongue sometimes has more power in the foreign language classroom. This is also called as expressive function of code switching (Weng's article: 4) that the teacher uses code switching to express the emotion and mother tongue is often inserted to express the true feelings. This strategy by the instructor will make the students more alert, they response better to their mother tongue. Furthermore, they know that they do not have an excuse by appealing not to understand the teacher. In this case, code switching used when reprimanding students is the effective strategy. Code switching happened to get the students' attention. This is named directive function (Weng's article: 4). In the direct observation, the teacher asked "How many groups that have finished the assignment?" Almost of the students just kept silent. Then, the teacher asked again "berapa banyak group yang sudah menyelesaikan tugasnya?" The students answered the question by raising hands. Implicitly, The use of mother tongue had a purpose that was to get the students attention the teacher's speech. According to Yletyinen's thesis (2004: 70), code switching can be used in helping the less competent students to answer a question that the teacher asks. Yletyinen's statement supports the idea above that the teacher changed the code into Indonesian to help the students who most of them were less competent to understand the teacher's question and answer it. The use of Indonesian here was also aimed to help the students understand the question so that the students could answer the teacher's question. Not only that, code switching (Wardhaugh, 2006: 112) that is by choosing the preferred language of the students, the message will be easier to catch. The students' attitude This study shows that code switching of English and Indonesian is a common communicative behavior in the classrooms. However, this study is aimed to explore students' attitude towards the language of teaching in English class and the effects of the instructors' code switching to the students' English performance. The findings of this study indicate that the students' attitude toward code switching in the English class was largely influenced by the students' English language competence. Although in fact, The classrooms had each characteristics which senior high school class was the neutral one which was not in Indonesian department class or English department class. It is because the students commonly more favor the language they took as their majure than another one. The students of Indonesian department showed their favor to Indonesian much and the students of English department showed their favor to English. It was proved by their decision of taking those majure. So, eventhough they were in English subject classroom, they tended to consider their own majure. In the other hand, the students of senior high school take attitudes about code switching that were purely influenced by the students' English competence. The results show that the students with less proficiency prefer their teacher to use both English and Indonesian in the same capacity or larger use Indonesian. Alenezi (2010: 7) said that the students more desirable and believe that code switching of the teacher makes the course easy to understand. They would get difficulties to catch the meaning of the speech if the instructor used English a lot. Meanwhile the students with higher proficiency prefer their teacher to use more English. The findings are supported by the Arrifin's and Hussin's (2011: 237) study that the students with less English proficiency were more tolerant to the instructors' code switching compared to the more proficient group. The students with higher proficiency might believe that the use of English by the teacher could improve their language competence specifically in vocabulary. Weng's article also found that it can help the students to understand new vocabulary. The results are rather different in the English department which shows that the students were sometimes confused about the use of code switching by their lecturer that did not add their vocabulary. They believed that for adding vocabulary, it depends on their desire and their effort by reading English books, watching movie and listening the musics. They further argued that the use of code switching should be minimized. The argument was also founded in David's article (2008: 78) that it should be minimized because it is bad for the learner. It assumed that if the teacher often used that, it can make the bad behavior to the next generation and will be more difficult to avoid. However, all the students agreed that the use of code switching can increase their comprehension toward the lesson. Riegelhaupth (2000: 210) argued that bilinguals use the language that the people they speak to know best. In this case, the use of code switching has function to repeat the speech for better comprehension. The results also showed that code switching by the teacher had each effect to their psychology aspect. The lower proficient students were not confidence to speak English to the teacher who was using code switching. They tended to use Indonesian because they were afraid of making mistakes or troubles to their speaking if they use English. They thought that they had poor vocabulary and poor understanding of grammar. But if the teacher spoke in English, they would try speaking English too then use Indonesian to the words which they did not know the meaning. Different with the lower proficient students, the higher proficient students were still confidence to speak in English to the teacher who was using code switching even though in a simple sentence. However, sometimes, they tended to use Indonesian or code switching because they did not want to be seen showing off their English competence. Again and again, the students of English department had different results. The lecturer's code switching did not influence their confidence. Whatever language the lecturer used, they were still confident to speak English but sometimes they followed the language the lelcturer used just to respect him. It is supported by Spolsky (1998: 49) that one tends to respect people who are socially superior to one self. Conclusion and Suggestion Conclusion This chapter is summary of the findings in order to make the reader get a better understanding through reading the findings of this thesis. Actually, the main objective of this present study is to investigate the students' attitude toward the instructor's code switching behavior in EFL classroom. After doing the research, the results are: The first finding is the situation of code switching phenomena by the instructor which is about the reason or the purpose of using code switching in the classroom that is drawn commonly below: Code switching happened in explaining the material which was used to make the explanation clearer to be understood by the students' code switching was used as the student's requirement Code switching was used in joking Code switching happened in simply talks which were with unawareness. Code switching was used as admonition which is used when the instructor was disappointed with the students. Code switching happened to get the students' attention. There are also additional findings that the instructors' frequency of using English or the Indonesian is largely influenced by the characteristic of the classroom. Senior high school institute used code switching balance as a mean the same frequency whether English-Indonesian or Indonesian-English. It was different with Indonesian department that the institute used more frequent in Indonesian and unaware in using English. It is influenced by the students' favor toward Indonesian. On the other side, the lecturer of English department used English more frequent in the classroom and Indonesian was just used in simply talks or just to give more explanation and example. The second finding is the students' attitude toward the instructor's code switching in the classroom. The findings of this study indicate that the students' attitude toward code switching in the English class was largely influenced by the students' English language competence. Although in fact, The classrooms had each characteristics which senior high school class was the neutral one which was not in Indonesian department class or English department class. It is because the students commonly more favor the language they took as their majure than another one. The students of Indonesian department showed their favor to Indonesian much and the students of English department showed their favor to English. It was proved by their decision of taking those majure. So, eventhough they were in English subject classroom, they tended to consider their own majure. In the other hand, the students of senior high school take attitudes about code switching that were purely influenced by the students' English competence. The results show that the students with less proficiency prefer their teacher to use both English and Indonesian in the same capacity or larger use Indonesian. They would get difficulties to catch the meaning of the speech if the instructor used English a lot. Meanwhile the students with higher proficiency prefer their teacher to use more English. The students with higher proficiency might believe that the use of English by the teacher could improve their language competence specifically in vocabulary. The results are rather different in the English department which shows that the students were sometimes confused about the use of code switching by their lecturer that did not add their vocabulary. They believed that for adding vocabulary, it depends on their desire and their effort by reading English books, watching movie and listening the musics. The findings also showed that code switching by the teacher had each effect to their psychology aspect. The lower proficient students were not confidence to speak English to the teacher who was using code switching. They tended to use Indonesian because they were afraid of making mistakes or troubles to their speaking if they use English. They thought that they had poor vocabulary and poor understanding of grammar. But if the teacher spoke in English, they would try speaking English too then use Indonesian to the words which they did not know the meaning. Different with the lower proficient students, the higher proficient students were still confidence to speak in English to the teacher who was using code switching even though in a simple sentence. However, sometimes, they tended to use Indonesian or code switching because they did not want to be seen showing off their English competence. Again and again, the students of English department had different results. The lecturer's code switching did not influence their confidence. Whatever language the lecturer used, they were still confident to speak English but sometimes they followed the language the lelcturer used just to respect him. Suggestion The instructor in EFL classroom should know the students' attitude toward the language used well so that she/he can use the right way in teaching English in EFL classroom in order to get the best result of the students' English competence. This study may be far from being perfect. It is hoped that there will be further researchers who conduct the research on the phenomenon of code switching by the instructor in the classroom and the students' attitude toward it for more detail data/explanation and from many points of view. References Alenezi, Abdullah. (2010). Students' Language Attitude Towards Using Code-Switching as a Medium of Instruction in the College of Health Sciences: An Exploratory Study, vol.7, 1-22 Arrifin, Kamisah and Husin, MisyanaSusanti. (2011). "Code Switching and Code Mixing of English and Bahasa Malaysia in Content Based Classrooms: Frequency and Attitudes".The Linguistics Journal.Vol 5 issue 1 David. (Desember, 2008).Understanding Mixed Code and Classroom Code-Switching: Myths and Realities. Ongkong Institute of Education.Hongkong.Vol 56, No.3 Faris, NurulElfatul. 2012. Alih Kode Dalam Proses Belajar-MengajarKelas VII Mts "AL-KAutsar" Srono Banyuwangi.UniversitasJember, Jember. Gardner-Chloros, Penelope. 2009. Code Switching. UK: Cambridge University Press. Litosseteliti, Lia. 2010. Research Methods in Linguistics. New York: Continuum. Riegelhaupth, Florencia. 2000. Code Switching and Language Use in the Classroom. Research on Spanish in the U.S., ed. Ana Roca, 204-217. Somerville,MA: Cascadilla Press. Spolsky, Bernard. 1998. Sociolinguistics. UK: Oxford University Press. Uys, David. 2010. The functions of teachers' code switching in multilingual and multicultural high school classrooms in the Siyanda District of the Northern Cape Province: Stellenbosch University. Wardahugh, Ronald. 2006. An Introduction to Sociolinguistics. UK: Blackwell Publishing. Wardani, Devi. (2013), Skapbahasasiswaterhadapbahasa Indonesia: studikasus di SMA Negeri 1 Singaraja. E-Journal Program Pascasarjana Universitas Pendidikan Ganesha, Vol. 2 Weng, Pei-shi. Code Switching as a Strategy Use in an EFL Classroom in Taiwan.Tamkang University, Taiwan. Whatmough, Joshua. 1957. Language: A Modern Synthesis. New York: St. Martin's Press. Yletyinen, Hanna. 2004. The functions of code switching in EFL classroom. University of Jvyoskyl: Finland. Youkhana, Sana. 2010. Code Switching in the Foreign Language Classroom. Ogskolan: Jonkoping.

Topics include: Max talks about his grandparents: their Italian heritage, the food they prepare, and the Italian words his grandfather taught him. Annelisa talks about growing up in Fitchburg, MA. Attending Catholic school. Her father was proud to be Italian. Growing up with Italian traditions. Visiting relatives in Italy. Her mother was Italian-American and did not boast about her heritage like her father did. Religion. Working for her father and eventually becoming a podiatrist herself. The value of education to her family. Her father's education and the GI Bill. Italian food and cooking. Working in Fitchburg and the sense of community there. How her grandmother sparked her interest in Italy. ; 1 SPEAKER 1: -with the Center for Italian Culture, A. January 14, 2002. We are at the home of Annelisa Addante and her… Max Brown. Annelisa is the daughter of Joe Addante and… in Fitchburg at 378 Still River Road in Bolton. So the first interview is with Max Brown. Is it Maxwell? ANNELISA: You can talk too, that's okay. SPEAKER 1: Did you ever consider giving him an Italian name? ANNELISA: No. No, I think… well… no. SPEAKER 1: Your grandfather, Dr. Joe… MAX BROWN: Well, he is a podiatrist, and… um… SPEAKER Tell me again, when do you see your grandfather? MAX BROWN: Um, on weekdays at school; and, um, sometimes I go on the computer and sometimes for dinner. Yeah, definitely a lot. SPEAKER 1: -talk about being Italian? MAX BROWN: Uh, yes. He goes to Italy a lot, and I have gone to Italy and, um… SPEAKER 1: You've gone to Italy with him? MAX BROWN: Yes. SPEAKER 1: Mm-hmm. MAX BROWN: I went to their house, actually. SPEAKER 1: -that like? MAX BROWN: Uh, well, it was pretty cool. I was sort of young, so… and then we went to… SPEAKER 1: And how old were you? MAX BROWN: Four. For a birthday. SPEAKER 1: How old are you now? MAX BROWN: Nine. SPEAKER 1: So… a lot of Italian cooking, Grandmother Addante? MAX BROWN: Sort of. Mm-hmm. Well, I just remember, like, pasta. I really like everything, basically. SPEAKER 1: Anyone ever ask you what nationality you are? MAX BROWN: Uh, sometimes; but not really regularly. Well, I am an Italian and… SPEAKER 1: Italian?2 MAX BROWN: Well, a little. Yeah. SPEAKER 1: Why do you consider yourself Italian? MAX BROWN: Because I eat Italian food and I know that my grandfather is there most of his life and, um, I just think I am definitely Italian. SPEAKER 1: Are you? MAX BROWN: Definitely Italian background at least. SPEAKER 1: Mm-hmm. Does your grandfather ever teach you Italian words? MAX BROWN: Uh, yes. He taught me "good morning," and how to get to a restaurant, and how to leave, and, like, to say good morning and then the reply and stuff. And that's really all. SPEAKER 1: Which school do you go to? MAX BROWN: [Unintelligible - 00:02:56] SPEAKER 1: Were you in kindergarten there or…? MAX BROWN: Yes, I was in kindergarten for three years and now I was three because my birthday is in September. SPEAKER 1: And your grandfather's proud of you? MAX BROWN: Uh, yeah. SPEAKER 1: What makes you think that? MAX BROWN: Uh, well, he says it so much. SPEAKER 1: You know that you grandfather's father used to make shoes? MAX BROWN: Mm-hmm [unintelligible - 00:03:25]… well, he repaired shoes and stuff. SPEAKER 1: Mm-hmm… grandfather ever take you to the places in Fitchburg… by bike? MAX BROWN: Well, no, not really, because most of them [aren't actual places and… just stuff]. SPEAKER 1: Your grandparents are Brown. do you call them Grandma and Grandpa Brown? MAX BROWN: Well, Nana and Grandpa. SPEAKER 1: What nationality are they? MAX BROWN: I think a little Scottish and Irish and a little French; I don't know, a little American? Canadian? I don't really know.3 SPEAKER 1: -talk about what they are? MAX BROWN: Not really. If they do they don't really talk about… discuss it and stuff. SPEAKER 1: Do they have any special food that they cook? MAX BROWN: Um, pasta mostly. SPEAKER 1: Do you think they talk about their heritage as much as your Grandfather Addante? MAX BROWN: No. Definitely not. SPEAKER 1: You mentioned that your Grandfather Addante talks a lot about being Italian? MAX BROWN: Yes, definitely. SPEAKER 1: Are you proud of being Italian? MAX BROWN: Sort of, yeah. SPEAKER 1: But someone like me goes around and tries to interview people. Why? MAX BROWN: Well, to get more information… SPEAKER 1: Italian and… MAX BROWN: Background and… SPEAKER 1: Back to Italy? Any plans to go? MAX BROWN: Um, well, I don't know any time soon, but I'd like to go skiing there. SPEAKER 1: You'd like to go skiing? MAX BROWN: Uh, yes. Race-skiing. SPEAKER 1: (I don't think that's the problem. I don't know what the problem is but now it's back on again… ) Would you like to tell me anything else about your grandparents? MAX BROWN: Not really. On the Brown side, my grandfather is an avid golfer and… SPEAKER 1: Has he taught you? MAX BROWN: Uh, yes. SPEAKER 1: So you are already a golfer and a skier? MAX BROWN: Golfer, and a skier, and a soccer player; I love sports. SPEAKER 1: Did Grandfather Addante ever play sports? Do you know? MAX BROWN: I don't think so. He says he does but I don't really suspect… 4 SPEAKER 1: Does he look Italian? MAX BROWN: I don't know. Yeah, I guess. SPEAKER 1: -really never ask you if you are Italian? MAX BROWN: No, not just anyone… just, like, in school… SPEAKER 1: Do you have any interest in becoming a podiatrist? MAX BROWN: Definitely not. SPEAKER 1: Definitely not? MAX BROWN: Definitely not. SPEAKER 1: Why is that? MAX BROWN: I'm more into something like [unintelligible 00:06:13]. I really don't like it in the office; definitely not a podiatrist. SPEAKER 1: No? MAX BROWN: Definitely not. Anything but a podiatrist SPEAKER 1: Really, do you ever…? [Laughter] So you go to the office? MAX BROWN: Uh, yes, sometimes after school. I don't know if I am to tell you but every year we cook smelts and baccala for Christmas dinner. Not really any special Italian traditions, you know [unintelligible 00:06:40]. SPEAKER 1: Are there foods that your mother cooks? MAX BROWN: Uh, well, she makes only pasta and… I don't know, but [unintelligible 00:06:52] here in Italian. I… mostly, I think. SPEAKER 1: [Anything] else? MAX BROWN: No, not really. SPEAKER 1: No? Is your Grandmother Addante Italian? MAX BROWN: Yes; well, she came from… she didn't come from the exact same place when she came… her parents came from Italy. SPEAKER 1: Does she talk about Italy at all? MAX BROWN: A little, but not like my grandfather. SPEAKER 1: What do you call your grandparents? MAX BROWN: Grandpa and Grandma [on the…]. Well, Grandpa Joe and Grandpa Dick on the other side. SPEAKER 1: So Grandpa Joe never said, "Why don't you call me, what is it, "noni"'?5 MAX BROWN: I know some other people that are called that but I don't really… SPEAKER 1: And your soccer − the Italian team or… ? MAX BROWN: Yes, I do. Definitely. I don't know… yeah, maybe… SPEAKER 1: Now we are talking to Annelisa Addante… Back in Fitchburg…is that true? Can you tell me a little bit about… did you go to public school there? ANNELISA: No, actually… the private catholic school, which basically was ethnically mixed. The school I went to was run by the same order of sisters that ran the school my dad − when he was younger − he belonged to. He belonged to St. Anthony's parish. SPEAKER 1: You were saying something about Abbot's school that was run by the same order of nuns that… ANNELISA: He went to St. Bernard's, which was "The Irish School," in those days. So I think my loss was language, because at St. Anthony's grammar school Italian was taught and it wasn't at Holy Family. I think that is where I might have had the opportunity to learn to speak and continue speaking. SPEAKER 1: Did they have… ANNELISA: Fitchburg and Leominster and surrounding towns. It is very much like students commuting to a school today; because they didn't grow up with neighborhood kids, they didn't grow up with the children in my parish. You know, they were from here, there and everywhere. SPEAKER 1: And where was that? ANNELISA: It was on South Street in Fitchburg. SPEAKER 1: Okay. Now that's where your parents live now. ANNELISA: They do. If you went down the hill a little bit on the opposite side you'd see the complex there, used to belong to the city; I believe the city superintendent has his office there and it's called… I don't think it extended so much outside the house. My father is definitely a [force]. He has always been very 6 proud to be Italian. He always tried to maintain traditions and, you know, there were certain things that we did, certain things that we ate, certain thing that probably he talked about, but that was more at home than being outside of home. Yes. SPEAKER 1: Do you feel as though they… ANNELISA: I can't think of anyone that I grew up with whose family participated in more traditions than my family did. No. my father… [Laughter] SPEAKER 1: Speaking of that word [laughter]. ANNELISA: So I would say, one is eating at the dinner table every single night, having to be home for dinner and all being together to eat. It didn't necessarily have to be Italian food, but the fact that we all did get together; we always get together for holidays. There is some food… Dad is a good historian − local historian and world historian − and so he would often refer to… in terms of the Romans and the contributions of the Catholic Church and how it influenced history. I always found it really interesting. I had taken a few Italian lessons outside of school when I was young. When I was 12 I went to Italy for the first time. It was a school trip; really for students older than myself. But my aunt was going as a teacher and so I was allowed to go, even though I was only 12. And that… during that trip we went to visit some of the relatives. So we went back to the village where my grandparents had come from, and met cousins that were approximately my age and that was really interesting. And I did not really view them so much as Italian as I did, you know, kids my age, basically. And it was just really a good time in life to connect and to this day I am still friendly with some of those cousins. We have traveled back and forth. SPEAKER 1: Did you write to them? 7 ANNELISA: We wrote, mm-hmm. Definitely we wrote. We made some phone calls [laughter]; she came to visit. She later sent her son to spend a month with us one summer and still are in touch. SPEAKER 1: You said… ANNELISA: One in particular is just a few month older than I. And then another is about… Well, I was speaking a little and they were speaking a little English and we managed. SPEAKER 1: Really? Did you father …. ANNELISA: No, not really. He would speak to my grandparents in Italian and sometimes they would answer in English. They would speak in Italian when they didn't want us to understand what they were saying, but they really didn't make an attempt to teach us to speak Italian when we were young. You know, I think they regret that now and later on I studied Italian in college and one of my brothers did as well. But you know, I did two years and when I went to sign on to year three they weren't offering it. So I would like him to learn and we periodically pick tapes. We always take the tapes before we go on the trip. That's not really adequate but it's… I think the fact that we all sat down together to eat dinner, that was one. Some of the foods were different. The travel was different. And the topics of conversations were different. I am not so sure that it was more sort of ethnically oriented. Well, let me see… I think a large part of it was due to my dad's interest, you know, that we acted with this notion that we had an Italian heritage. SPEAKER 1: Now your mother… ANNELISA: Oh, my grandfather was born in Italy and her mother was not Italian, although her mother learned to cook from her sister-in-law and she actually learned to speak Italian. I guess you would say she was an Italian-American. There wasn't a lot of conversation about her being Italian when we were young. I mean, my father always talked about being Italian; my mother really didn't. I think her family… for her family, it was important to assimilate more than my dad's family. 8 SPEAKER 1: I wonder why? ANNELISA: Her father had come at a younger age. Her grandparents had come to this country; my father's grandparents had not come here. It made the difference − but that was the difference. SPEAKER 1: What would…? ANNELISA: I would have to say Italian-American because I have had my consciousness raised [laughter] for a long time about my family heritage and I had an interest in the family history. And we make, you know, some effort at maintaining some traditions, although I do think that it's been watered down a whole lot [laughter]. SPEAKER 1: Lack of time, or…? ANNELISA: Mostly lack of time. I mean, I think of all the things my grandmother did. But she was home; she never drove. I'm barely home; I'm driving everywhere. So the… you know, we like to cook. It takes time; we don't do as much of it as my grandmother… tried to maintain a garden in the summertime, transplanted the grapes but we still haven't got around to making the wine. I am not sure it will ever happen. The interest is there, but the time is not. SPEAKER 1: No. ANNELISA: [His] family is mostly French; a little Irish, a little Scotch. That's where the Brown comes from. I don't think he really aligns himself with a nationality, necessarily. We really don't talk about family heritage. They talk about relatives but not ethnic background [laughter]. He is very easygoing person. I think he found my father interesting because it definitely widened his horizons in a whole lot of ways… Island or two, but had never really left the country before we got married; so, you know, he found himself traveling and the joke is that we are still trying to find out something that Rick doesn't like to eat. He's got a wide palate. He's… you know, wide open to new experiences so he didn't hold it against me [laughter].9 SPEAKER 1: Was it important to your mother and father that you made…? ANNELISA: My father used to talk about that when I was younger but that dissipated through the years [laughter]. SPEAKER 1: What about the same religion? ANNELISA: [NOTE: during this section it sounds as if there are at least one and possibly two other women speaking but the voices are so similar it could not be differentiated easily] Up to now he might say something about it but, no. He would. You know, my father was very much like a lot of Italian men. You see them in church when they are young. Then you see them for weddings and baptisms and funerals. And then they get older then you start see them on a regular basis again. My father was not really the churchgoer when we were younger. He is now but he wasn't when we were younger. I think both my parents are very spiritual. Yes. The oldest. There were definitely gender differences. One brother was 11 months younger and the other was four and a half years younger. Being the oldest it wasn't necessarily that I would do something first and a year later my brother would get to do it. We'd sort of always get to do it at the same time because he was a boy. They were definitely allowed more freedoms than I was. No question about it. Socially − yes, but even in the jobs they were allowed to take, my dad really wanted me to work for him in some capacity. Whereas my brothers could go out and they had the experience of a wider variety of jobs; there were certain things they just didn't want me to do. Oh, I had a lot of chores. [Laughter] My brothers were good workers and they had chores but didn't have things that needed to be done daily. Oh, absolutely; my father considered himself very progressive because he has two colleagues that are female. But we are exceptions [laughter]. There were definitely gender biases. And I would need to be able to do all the things that my mother does well, and then do what my father does. 10 I think it just evolved; I would not say that it was undue pressure, but there were certainly expectations. I think I was fortunate enough I was able to rise to the occasion. I think sometimes those expectations can be difficult for some children with a different personality. Maybe I was just enough like my father to cope with the expectation [laughter]. SPEAKER 1: So is it true to say that… ANNELISA: He is very enthusiastic about his profession as he is about his heritage [laughter] so I think in his view there was nothing better I could do. Yeah. SPEAKER 1: Did you ever consider doing something different? ANNELISA: I did at different times but I think that when I was younger, I really wasn't exposed to a lot of job opportunities; or not opportunities, you know − careers. It was one that I happened to know a lot about because my dad's office was downstairs; we lived upstairs. I did different facets of the job, you know, depending on my… I just fell into it. Maybe I was genetically programmed; I am not sure [laughter]. SPEAKER 1: Are you happy with the choice? ANNELISA: I am happy with the choice − I enjoy what I do. SPEAKER 1: I want to say… ANNELISA: No, not really. I don't remember exactly how that came about. I did. SPEAKER 1: What was that like? ANNELISA: Well, actually I had gone away my last year of high school. I had been away to boarding school and my brother had gone off to boarding school as well. To go away was not such a big deal. You know, I was 45 minutes from home, so… SPEAKER 1: Which high school? ANNELISA: I went to Abbot Academy in Andover. I just… it was a four-year school, but I just went away for my senior year. I just went there for one year. SPEAKER 1: So where did you go previously?11 ANNELISA: I really wasn't happy at Fitchburg High School. Initially thought it would; then I sort of thought maybe I explore other avenues and by the time I was senior I decided I that I was going to podiatry school [laughter]. SPEAKER 1: What was that like? Was that a…? ANNELISA: One of the defining moments was when I toyed with going to law school and I went in to take in the boards and I had to be fingerprinted along with every other student and I thought… [Laughter] SPEAKER 1: Oh, gosh! So then you decided. ANNELISA: At that point it was pretty clear, yeah… SPEAKER 1: Other than think, "Gee, I think I am going to podiatry." [Laughter] ANNELISA: No. I think he expected that I would be going [laughter] probably wasn't necessary… SPEAKER 1: How many years was podiatry school? ANNELISA: Four years. SPEAKER 1: Four years? So you went to Holy Cross for four… ANNELISA: I mean home? Yes. Absolutely. But I did two years residency first. SPEAKER 1: Where was that? ANNELISA: I went to Philadelphia for a year and then back to New York for another year and then I came home. [Laughter] I didn't have a particular place; it was just to consider going elsewhere or to go home to an established practice. SPEAKER 1: So when you went… and did you? ANNELISA: For a very brief time. SPEAKER 1: You were practicing elsewhere, but now you are part of your father's practice. ANNELISA: He's semi-retired; he sees very few patients in the Fitchburg office. But he does a lot of teaching in both Rome and London. So he takes off for periods of time SPEAKER 1: Is that something he has tried to get… ANNELISA: Yes, he has.12 SPEAKER 1: Are you interested? ANNELISA: I did some teaching when he had residency program when I first came home to practice with him but I am not interested in doing the traveling now; not because they don't like to travel − that part of it I would enjoy − but because I have a nine-year-old and I want to be home and do things with him. It's definitely not an option at this point in time. SPEAKER 1: Does he have any expectation…? ANNELISA: Oh, definitely. It was his… his profession was his sort of way to freedom, if you will. You know, he talks about his Italian heritage but he became sort of the American doctor and it gave him his independence and respect in the community and that was the way he did it, as many others have done it in both law and medicine; and I think when that happens, oftentimes fathers think well, it worked for me, it will work for you. I think there is great pressure put on children of parents who learn professions; particularly when they were the first generation in this country. I have seen lots of incidences of that. SPEAKER 1: Did…? ANNELISA: Well, yes, and no. If you take it as being first generation only, yes; but he got the education he did was a great thing. It is a reflection of, you know, combination of the GI bill − he described as being one of the best things American did for itself at that point in time − but also his willingness to really work hard. You know, he had the GI bill but he worked nights and went to school days. But also he was very fortunate in that both of his parents could read and write their own language when they came to this country, and a lot of immigrants could not say that of themselves. So they came here and they both went to night school to learn English, to read and write English. And my grandfather probably was unusual in that he educated both of his daughters. They both had master's degrees. So 13 although there were gender differences, they did value education and everyone helped the other to get the education that they knew they would need. He gave up on it because they were both very good at what they did. SPEAKER 1: What did they…? ANNELISA: They were both very artistic. One was a graphic designer. They both were graphic designers; one worked basically for a large company and did in-house advertising and the other did it out on his own as a freelancer. SPEAKER 1: Did they both…? ANNELISA: One stayed in the Fitchburg area and the other went to school in New York and stayed in New York and worked there. SPEAKER 1: Wasn't he…? ANNELISA: He had couple of opportunities to become a president of a podiatry school. And there is sort of lot of glamor associated with living in a large city. But my dad had always returned to Fitchburg. He grew up there and when he finished podiatry school he thought of setting up a practice elsewhere but decided that he wanted his children to know their grandparents. And this sort of roots thing was important to him. And he always returned and as much as he likes to tell us… and I think that he liked being in a small, town. He liked knowing everybody, he liked knowing the history. When he meets a patient he asks, "What was your mother's maiden name?" And he invariably knows somebody connected to them; and that doesn't happen in New York City or Chicago, so… Of work? Yes. I like taking care of people. It's pretty rewarding. It's not the kind of situation where you have to tell people they have cancer or, you know, the horrible day-to-day medical things. Most people come in not feeling too well and leaving feeling a whole lot better so that makes the day pretty pleasant. I think for my mother I got the sense that an education is a very important thing to pursue. She had not done that and she wished that she had the opportunity and made it sound very 14 important. My mother was the silent glue and my father was the noisy glue. They were both always present. She did make some Italian dishes but it was not… but not on a daily basis. We ate a lot of fresh vegetables and fruits and so forth, but it was also the time of frozen vegetables and, you know, sort of the cooking of the '50s was the trend for a while. And then I think my mother has really gotten back to more Italian cooking as everyone become more health conscious with lowering cholesterol and fat and so forth. She's gone back to more fresh vegetables, salads, pastas than we actually had growing up as children. Most of the Italian cooking was done by my grandparents when we were young. Now my grandparents lived in Leominster − so maybe 5 miles from our house − and my mother's mother lived just a couple of miles from us… Italian cooking, right? No, my mom cooked every day, but it wasn't always Italian food. She does more Italian cooking now than she did then. SPEAKER 1: Who taught you how to make pasta? ANNELISA: My grandmothers. SPEAKER 1: Was… ANNELISA: I think it was very informal, just part of the repertoire. I would always sort of watch what they were doing, try to participate… [Laughter] SPEAKER 1: Do you feel a certain allegiance to Fitchburg? ANNELISA: I guess allegiance…I have a soft spot in my heart for it. I know what kind of community it was when I was growing up. I think that there have been economic hardships in Fitchburg but I think it's a great community. I think there is a lot of to offer. I participate in things like the Fitchburg art museum. There are some great institutions in Fitchburg that need to be supported to the benefit of the whole community. I am not sure commitment is the right word. As long as I am feeling interested in working I think that is where I would work. But 15 no, I think, although my dad has been very influential and there have been lot of expectations that I think I made efforts to fulfill, I think that it's important to note that he is pretty much done what he wanted to do when he wanted to do it. And that I should be able to do the same. [Laughter] SPEAKER 1: Did you ever get… you know… I don't know. So his father expects… ANNELISA: I definitely see generations. People ask me almost every day where I work, someone will ask me about my dad or my grandfather. And there are patients that I have that I have known the parents and/or the grandparents. All of them… but certainly on a daily basis there are people that have been coming for… I think for me that is the greatest sense of community I have experienced because I wasn't in a school of neighborhood where people typically my age talk about community. I didn't have that; but I have had it more with work than in anything else. I think there were some women who were disappointed that I was not a male doctor. I remember one lady actually said to me, "I thought you would be a big man." And you know, I had to explain that I was the daughter. Because having the same name sometimes people would not… SPEAKER 1: I probably asked this in one way, but do you think… ANNELISA: I am sure he is proud. Yeah. Well, you know, there were all kinds of heights to which my dad would go and would be happy to have me go as well. And I have really chosen the low road but I think, still, in the end he is proud. Oh, yes. Lots of people knew my dad so a lot of people had an opinion. Some really positive and some not so positive because he has always been a controversial figure. SPEAKER 1: Was he ever…? ANNELISA: Not politics. Professionally he has always been on the board of health. Within his profession he was very active politically. He has always been outspoken but he also always been a doer. 16 He does not just sit back and criticize; if he has a better idea he typically acts on it. Geographically it was a compromise for both me and Rick. SPEAKER 1: You mean…? ANNELISA: Work; it's pretty much equidistant from work. SPEAKER 1: Mm-hmm. Where does he work? ANNELISA: Right now he is in [air] but he's on the road. He needed access to 495. I mean, I had a happy childhood. I really didn't know what life would be like in a different kind of community. I lived really close to the downtown areas. I was independent; I would walk to the Y, the museum, the post office, the library. I did all the errands for the office, so I was on the go all the time, I knew most of the merchants on Main; I mean, nowadays there are a handful of merchants, but then every storefront was the shopping mall. Highway access to center of town… SPEAKER 1: Childhood friends? ANNELISA: One in particular stayed in Fitchburg and, as I did, she does what her father did before her [laughter]. SPEAKER 1: Is she Italian? ANNELISA: Mm-hmm, went for a while and then came back home. Lived there part time, lived out of state part time. Not working to have children. I think it's possible that I could be living in the village but the cousins that I know now have moved from the village. They would go back because there were older relatives there. But for the most part the young generation left. I think that the countryside is beautiful; I would be very happy living there. I am not sure what I would be doing for an occupation. SPEAKER 1: What do…? ANNELISA: One of them is an architectural engineer and the other is a shop owner now. She had done sales of various kinds. I think that just because maybe now you are interviewing folks that are talking about their ethnic heritage, but I… well, my husband went to Notre Dame; if you go out to Notre Dame you will meet a lot of guys that are talking about being Irish. It's very17 important to be Irish there. Whether or not you are Irish [laughter]. Exactly… I think it's just the circle you happen to fall into. I am not sure whether is as important as something to banter about. I would say that probably my interest in Italy was sparked mostly from my grandmother, my dad's mother whom I call "Nonni" because she would on occasion receive a letter and she would pore over these letters and she would occasionally receive a photograph and she really handled it as a treasure. And she would tell stories and I could tell it was a place that she really missed, and that there were real people there. I mean, she really made it come alive. They didn't have a telephone or computer to contact people but life in Italy was very real for her and I think that she always missed it. I do think they're important, I think, to help and everyone gets up on their own and… it sort of always embraced the League of Nations at home and at work. And as you get to know other people from other countries, what I find myself recognizing are the similarities in most cultures. Family is very important. I think that is just a human quality. And how you sit around the table may differ but you know those… the way you relate to one another. I think I find myself looking more for the… or seeing more of the common threads rather than the differences. The differences may be food and they maybe holidays and they may be… or things or history. And those things that embellish life but… my curiosity is to know more about my cultural heritage but also to learn about the others. I have always felt pretty strongly about that, I would say, for most of my adult life. I think it puts emphasis on the fact that all you really have in life is some time and you don't know how much of it you have and that you'd best make the most of it. Having lost my younger brother so early, that's something that has been very real for some time, you know. SPEAKER 1: You happy with…18 ANNELISA: Makes you appreciate… And you realize that you are… if you have children you realize that you have one opportunity you cannot make up tomorrow. SPEAKER 1: What do you mean by…? ANNELISA: What you may neglect today you cannot make up tomorrow. SPEAKER 1: Thank you very much. That's the end of the interview. And I am so… /AT/ca/mm

As Russian forces steadily advance in the Kharkiv region, it is becoming ever more clear that the Ukraine war has been a disaster for the U.S. defense machine, and not just because our aid has failed to save Ukraine from retreat and possible defeat. More importantly, the war has pitilessly exposed our defense system's deep, underlying, faults.Critics have long maintained that our obsession with technologically complex weapons inevitably yields unreliable systems produced in limited numbers because of their predictably high cost. They are furthermore likely to fail in combat because of the military's lack of interest in adequate testing (lest realistic tests reveal serious shortcomings and thereby threaten the budget.) The unforgiving operational test provided by the Ukraine war has shown that the critics were absolutely right. Successive "game changing" systems - such as the Switchblade drone, the M-1 Abrams tank, Patriot air defense missiles, the M777 howitzer, the Excalibur guided 155 mm artillery round, the HIMARS precision missile, GPS-guided bombs, and Skydio drones endowed with artificial intelligence, were all dispatched to "the fight," as the military like to call it, with fanfare and high expectations. All were destined to fail for reasons rooted in the fundamental problems cited above. The $60,000 Switchblade drone, produced in limited numbers due to cost, proved useless against armored targets and was quickly discarded by Ukrainian troops in favor of $700 Chinese commercial models ordered online. The $10 million Abrams tank not only proved distressingly vulnerable to Russian attack drones but in any case broke down repeatedly and was soon withdrawn from combat, though not before the Russians put several out of action and captured at least one, which they took to Moscow and added to a display of Nato weaponry in a Moscow park that included an M777 howitzer and other items of NATO hardware. The M777 cannon, though touted for its accuracy, has proved too delicate for the rough conditions of sustained combat, with barrels regularly wearing out and requiring replacement in Poland far from the front lines . Notoriously, its 155 mm ammunition has been in short supply. Thanks to the consolidation of the U.S. defense industry into a small number of monopolies, an ill-judged policy eagerly promoted since the Clinton Administration, U.S. domestic production of 155 mm shells is reliant on a single aging General Dynamics plant in Scranton, Pennsylvania, which is struggling to meet its targets. President Zelensky has been loudly demanding more Patriot launchers and missiles to defend Kharkiv, which is curious, given the apparent ease with which the Russians have targeted Patriots defending Kyiv, and the system's declining effectiveness against Russian ballistic missiles. HIMARS long range missiles indeed had a deadly effect on high value Russian targets, such as ammunition dumps, but the Russians adapted by dispersing and camouflaging such dumps and other likely targets.Take it from a Ukrainian: Western Systems "Worthless."Strikingly, many of the failures of U.S. weapons, including the HIMARS, in Ukraine have been due to their reliance on a highly vulnerable guidance system: GPS. The Russians, who have long devoted intense care and attention to electronic warfare, have proven increasingly adept at jamming GPS. This has been most witheringly expressed by Maria Berlinskaya, a pioneer in Ukraine's use of drones and head of the country's aerial reconnaissance support center, who recently stated that "most Western systems have proven to be [worthless]" thanks to Russian jamming. Her gloomy assessment was confirmed in April by none other than William LaPlante, Under Secretary of Defense for Acquisition and Sustainment, who told a CSIS conference how a company (Boeing, though he did not name it) had proposed adapting their small diameter GPS guided bomb as a warhead for the HIMARS. It had been accordingly rushed through development and into production, with little or no testing, and shipped off to Ukraine. "It just didn't work," admitted LaPlante, thanks to Russian GPS jammers that threw it off course and caused it to miss. The same sad fate seems to have befallen the Skydio drone, product of an eponymous Silicon Valley startup, whose AI features trumpeted by the company - "Skydio drones have the compute capacity to see, understand, and react in real time" - did not prevent it from being driven off course by Putin's jammers.Sullivan and His Pals Drank the Kool Aid the Military Poured for Them.Needless to say, none of these assorted failures were anticipated by the U.S. military high command, few of whom would be eager to denigrate the wares of contractors with lucrative post-retirement board seats on offer. We might hope that our senior civilian leadership would be aware of such biases and temper their expectations accordingly. Unfortunately, they drank the Kool Aid, as evidenced for their high expectations for the 2023 Ukrainian counter-offensive. Despite high hopes and lavish supplies of weapons, including tanks, ammunition, drones, intensive training on the territory of NATO allies, and a grounding in U.S. command and control doctrine, the counter-offensive was an immediate and total failure. Planners were apparently caught by surprise by the depth of Russia's (easily visible) defensive fortifications, especially minefields and the effectiveness of its electronic jamming. Ever since then, Ukraine has been steadily retreating, losing in the process its reserves of military manpower.Then There's Corruption.Not all of Ukraine's dire situation can be blamed on the military deficiencies of its major Nato ally. The country's infamous corruption, well known to western governments but generally ignored in the western press, is currently highlighted by its crumbling defenses around Kharkiv. According to an exemplary report by Ukrainian anti-corruption researcher Martyna Boguslavets, published in the Kyiv-based Ukraina Pravda, the huge sums appropriated for building fortifications around the city have simply been stolen. Here is her report (machine translated.)Martyna BoguslavetsChairman of the Anti-corruption Center "Mezha"Where are the fortifications? Kharkiv OVA paid millions to fictitious companiesMONDAY, MAY 13, 2024,Hundreds of millions of hryvnias have probably been stolen from the construction of fortifications in the Kharkiv region, where the [Russians are] now actively advancing. Multi-million dollar contracts for the construction of fortifications, for which a total of 7 billion hryvnias [$173 million] were spent there, were transferred by the Kharkiv OVA [regional military adminsitration] to front companies of avatars.In particular, the Department of Housing and Communal Services (ZhKG) and the fuel and energy complex of Kharkiv OVA concluded direct contracts for the supply of wood for fortifications with companies with signs of fictitiousness.For 270 million [approx $6 million] for wood, information about which is classified, contracts were concluded with FOP Chaus I.O., LLC "Hertz Industry", LLC "Satisbud", LLC "ATT BUILD" and LLC "DEREVOOBROBNE PIDPRIEMSTVO VOSHOD".All of them started making millions immediately within a few months of signing up. Classic - under direct contracts and without competitive procurement.It so happened that the department of the Kharkiv OVA for defense procurement chose newly registered anonymous firms and private enterprises. Moreover, the owners of these firms do not resemble successful businessmen and businesswomen - they have dozens of court cases, from whiskey theft to domestic violence against a husband and mother, some of them are deprived of parental rights and have had enforcement proceedings for bank loans.Another interesting detail - it seems that these beneficiaries do not even know that they are millionaires. After all, they continue to work in shifts "in the fields" and factories.Once again: in OVA, direct contracts for wood for fortifications have been concluded with companies whose "owners" do not even know that they are making millions. This is how military information is classified."Secret" avatars of Kharkiv OVAIt is obvious that contractors for military deals were carefully sought - people who are not rich, with a number of court cases and debts. Some of them are even related to each other.The scheme started with FOP Chaus Ihor Olegovych. Three months after registration, the OVA department concludes direct contracts with him for the supply of wood worth millions of hryvnias.It is interesting that in July 2023, when Chaus just registered the FOP, he had enforcement proceedings for a fine from the police. Earlier, he was found guilty of stealing a pint of Jack Daniels from ATB. He served 100 hours of community service for the stolen whiskey. A successful businessman from the bad 2010sThe "successful businesswomen" scheme was continued. Both are from the city of Kamianske, Dnipropetrovsk region.The first is Victoria Smolyak, owner of Hertz Industry LLC. The company was registered in June 2023, and within a few months it began to earn millions from wood. Again, under direct contracts. In less than a year, the company changes four managers, which is also a sign of fictitiousness.Mrs. Smolyak has not only a limited liability company, but also 5 enforcement proceedings for recovery from banks, courts for evasion of parental duties. A drunk woman committed domestic violence against her mother. Currently, she works at the Dnipro metallurgical plant.Not very similar to the owner of a successful company that earned 116 million [$2.9 million] from the OVA department in 9 months?Send feedbackThe second businesswoman is Natalia Koval. LLC "Satisbud" is registered on it three days after the registration of "Hertz Industry". Another successful company, through which more than [$1.3 million] are finnele.The owner of the company also has a bunch of court cases, in particular, regarding the deprivation of parental rights, being in a public place in a drunken state, committing domestic violence against her husband. As we learned, the woman now works in shifts in the fields.It is interesting that both "Hertz Industry" LLC and "Satisbud" LLC have the same director - Dmytro Knorozov. It is expected, and he also has enforcement proceedings, where he acts as a debtor.Through the following companies - "ATT BUD" and "WOOD PROCESSING ENTERPRISE VOSHOD" the Department of Housing and Urban Development of the Kharkiv Oblast is chasing away millions. Their owners and managers are connected to more than 30 more recently established companies with a wide range of activities.According to this scheme, the naked eye can see how someone, being a member of the government offices, mercilessly registers new companies, using for this purpose people who, due to the circumstances, may not be aware of this. And this someone continues to make money on blood.Ideally, this should become useful information for law enforcement agencies and further exposure of fictitious companies that steal millions from the Armed Forces. After all, most of these dozens of companies are currently dormant and are probably standing by for further participation in schemes for withdrawing funds into the shadows and tax evasion.Notably, Boguslavets' report is based on public documents, available to anyone who cared to probe, which did not apparently include the host of U.S. correspondents covering the war.This article has been republished with permission from Andrew Cockburn's Spoils of War

As famine looms in northern Gaza, the United Nations agency for Palestinian refugees is hurtling toward collapse."What I can say today is that we can run our operation until the end of May, whereas a month ago I had just the visibility for the next week or two weeks," Philippe Lazzarini, head of the U.N. Palestinian refugees agency (UNRWA), told reporters in Geneva last week, just days after Israel denied him entry into Gaza. "But that shows also how bad the financial situation of the organization is."The money crunch stems in part from a fateful U.S. decision. When Israel accused a dozen of UNRWA's 13,000 Gaza-based employees of facilitating the Oct. 7 attacks, American officials immediately paused funding for the organization pending an investigation. Many other top donors followed suit, leaving UNRWA scrambling to stay afloat.It's since become clear that Israel's accusations relied on less-than-definitive evidence. This revelation led most funders to turn the spigot back on. But the U.S., with its unusually deep pockets, is now banned from changing course. Less than two weeks ago, Congress passed a law blocking all funding for UNRWA until March 2025. The timing of this decision is nothing short of disastrous, according to Christopher Gunness, a former spokesperson for UNRWA. "Mass starvation has already set in, but without UNRWA it's impossible to even slow that down," Gunness said.Despite Israel's claims to the contrary, there is no way to replace UNRWA's role in Gaza, especially amid the largest Palestinian humanitarian crisis since Israel's war of independence, according to experts on humanitarian aid and UNRWA's history. Analysts also fear that potential interruptions in the agency's operations across the Middle East — including in war-torn Syria and crisis-riven Lebanon — could further undermine regional stability.A State Department spokesperson told RS that getting aid to Palestinians in Gaza is a "team effort." "[W]hile we will continue to provide funding to organizations like the World Food Programme [WFP], we will be looking to other donors to continue to provide critical funding to UNRWA as long as our funding remains paused," the spokesperson said in a statement.But groups like WFP simply don't have the capacity to fill the gap made by defunding UNRWA, according to a humanitarian working to get aid into Gaza who requested anonymity to prevent Israeli retribution."The work they do on a day-to-day basis, no one else does it, and you couldn't stand up an organization to do it," the humanitarian worker told RS. "There's literally no other place for [Gazans] to go."A love-hate relationshipDecades removed from its founding, it can be easy to forget where UNRWA came from. In a practical sense, it sprung from the need to get aid to 700,000 Palestinian refugees when it became clear that Israel would not let them return home after the 1948 war. But ideologically, UNRWA's story begins in the Tennessee Valley.
In the 1930s, Congress launched a New Deal project known as the Tennessee Valley Authority (TVA). The TVA was a development initiative; it enlisted some of those hardest hit by the Great Depression and put them to work building dams, boosting crop yields, and bringing electricity to rural communities. It was, by most accounts, a rousing success.
After the humanitarian disaster of the 1948 war, President Harry Truman hoped TVA chief Gordon Clapp could bring that success to the Middle East. With the support of the fledgling U.N., which had yet to establish an agency for refugees, Clapp visited the region in 1949 and became convinced that the Jordan Valley and other fertile areas in the Levant were ripe for TVA-style development. The U.N. General Assembly agreed, and the United Nations Relief and Works Agency was born.
It didn't take long for "works" to disappear from the mission. Development projects sputtered, missing deadlines due to infighting among host countries and the refugees' general unwillingness to be relocated once more. "Most refugees refused to work," said Jalal al-Husseini, an expert on UNRWA's history and an associate researcher at the Insitut français du Proche Orient (Ifpo). "They wanted to go back home." Donor states also realized that large-scale public works are a good bit more expensive than more mundane relief projects.
UNRWA's other activities — from schools to healthcare facilities and aid distribution — were far more successful. The organization provided much-needed help to the governments of Syria, Jordan, and Lebanon, each of which had little capacity to manage the refugee influx on their own.
Besides a brief period in the early 1950s, Israel had little to do with UNRWA until 1967, when its forces routed Egypt, Jordan, and Syria in the provocatively named Six Day War. The conquest created a problem: As an occupying power, Israel was suddenly in charge of the welfare of millions of Palestinians. Tel Aviv quickly struck a deal with UNRWA to keep its operations going in the West Bank and Gaza Strip.
Since the vast majority of UNRWA's local staff is Palestinian, the agency was "never really seen by Israel as a neutral and independent and impartial U.N. organization," according to Lex Takkenberg, a 30-year veteran of UNRWA who left the agency in 2019.
"It started off with an explicit request by Israel for UNRWA to continue operating," Takkenberg said. "Since that time, there has sort of been a hatred-love relationship."
Israel-Palestine watchers will recognize the pattern. Since the 1960s, Israel has periodically bemoaned the contents of UNRWA textbooks or accused staff of ties to Palestinian political groups (or terrorist organizations, in Tel Aviv's telling), drawing scrutiny from Western donors. UNRWA responds by excising objectionable content from courses and firing employees with apparent conflicts of interest. Over the years, these back-and-forths forced the agency to develop a comprehensive "neutrality framework" to keep politics out of its work.
"Almost without exception, Israel never provided evidence" that employees had ties to groups like Hamas, Takkenberg recalled. But UNRWA would still usually fire them to protect the organization as a whole. "Then the Israelis would be back to business as usual," he said. "It never reached the point that [Israel] asked UNRWA to stop operations."
In substance, the Oct. 7 allegations were the latest entry in this story. Israeli officials made bold allegations that UNRWA employees facilitated the attacks but have yet to provide evidence, even to U.N. investigators.
But the reaction from donors was different. While the International Court of Justice has twice demanded a surge of aid into Gaza to avert disaster, most Western countries suspended support for the strip's leading relief group. Many have restarted their funding, but the U.S., United Kingdom, and Australia are still holding out.
"Prohibiting the Biden administration from contributing to UNRWA creates a large gap in the Agency's annual operating budget," said William Deere, the head of UNRWA's Washington office. The shortfall "will make it harder for UNRWA to assist starving Gazans and potentially further weaken regional stability," Deere argued.UNRWA in crisisUNRWA is, of course, no stranger to crises. When Saddam Hussein's Iraq invaded Kuwait in 1990, Israel imposed a blanket curfew on the West Bank and Gaza, leaving many Palestinians with limited access to food. Quick mobilization from UNRWA prevented a bad situation from getting worse, according to Takkenberg."I organized massive food distributions during short periods that Israel lifted the curfew so that people could collect food from distribution points," he remembered.In the tumultuous period since, UNRWA has managed to stay afloat and provide aid across the Levant despite wars and a blockade in Gaza; a brutal conflict in Syria; and a protracted economic crisis in Lebanon.When President Donald Trump cut off funding in 2018, it came as a shock. "We found out that the Americans were not going to be giving us their money when the check did not arrive in the post," Gunness, the former spokesperson, recalled. This diplomatic equivalent of an Irish goodbye lit a fire under UNRWA staff, who put fundraising efforts into overdrive and filled the gap with pledges from wealthy Gulf countries. Even Israeli Prime Minister Benjamin Netanyahu reportedly backed the effort to avert "disaster" in Gaza.But all of these crises pale in comparison to the trial that the organization faces today. Gulf donors have so far failed to fill the gap left by the U.S. decision to cut off funding. At least 154 UNRWA employees have been killed since Oct. 7, and many of its facilities have been destroyed in the bombing. These direct attacks have been paired with an unprecedented Israeli PR effort to discredit the organization, all with the substantive backing of a Democratic U.S. president.Fringe Israeli activists have long argued that UNRWA is illegitimate in some fundamental sense, perpetuating a fanciful dream that Palestinians will eventually return home. Its existence, they argue, encourages false hope and prevents an end to the conflict. As Israel's political scene has lurched to the right, this view has become more popular. Now, multiple members of Netanyahu's cabinet are publicly opposed to UNRWA's very existence.Israel is now actively working to undermine UNRWA. In January, Finance Minister Bezalel Smotrich blocked a large shipment of U.S. aid in order to stop it from reaching UNRWA. The U.N. claims that Israeli officials are holding up visas for aid workers affiliated with the agency."UNRWA are part of the problem, and we will now stop working with them," an Israeli spokesperson said last week. "We are actively phasing out the use of UNRWA because they perpetuate the conflict rather than try and alleviate the conflict."Israeli opposition can only do so much to block the agency's work in the short term, according to Takkenberg, who noted that other groups are likely importing humanitarian aid in their own name and simply handing it off to UNRWA upon arrival. But that workaround has its limits as Israel allows only a trickle of aid to enter Gaza each day. There are currently as many as 30,000 trucks sitting in Egypt waiting to cross the border, according to a Jordanian official who spoke with NPR. "There are trucks that have been at the border for three months," the humanitarian worker told RS. "There's all sorts of crazy restrictions that make no sense, even from a security standpoint," they said, adding that they've had medical equipment and food confiscated during inspections.This has left UNRWA, and Gaza as a whole, on the verge of collapse. Israel and its Western backers will likely regret their role in bringing the crisis to this point, argued Gunness. "Any donor governments, especially those who are friends of Israel, who think that it's somehow in Israel's security interests to have millions of angry, hungry, radicalized, mourning, grief-stricken people living in appalling refugee camps and other circumstances on the doorstep of Israel, I wonder what planet they are living in," he said.

Adam N. Michel and Vanessa Brown Calder


First introduced by Republicans as part of the Contract with America, the child tax credit (CTC) has won wide bipartisan support as an income‐​transfer program to fight poverty, a subsidy to middle‐​class families, and a tool to boost declining fertility, yet it is poorly suited to meet each of these goals.
Republicans doubled the CTC in their 2017 tax reform, and Democrats temporarily expanded it again in their 2021 COVID package, increasing the dollar value and removing the de facto work requirements. Republicans and Democrats agree that the CTC should be larger, the only disagreement is on how much the credit should be enhanced. There are bipartisan efforts in the House and the Senate to expand the CTC, while some states have moved forward with their own child tax credit programs.
The CTC is a costly transfer program for taxpayers with kids who do not need government handouts and who do not meaningfully change their fertility decisions in response to larger payments. As an anti‐​poverty program, the CTC is poorly targeted, and without income requirements, regular no‐​strings‐​attached payments from Washington are counterproductive for the most vulnerable families.
There are better ways to support families by reducing the regulations and other barriers that increase the costs of core child‐​related goods and services. Without substantial deregulation, increasing direct government payments to families will simply lead to higher prices rather than expanded supply.
By making payments through the tax code, the CTC allows Republicans to support spending they would otherwise oppose since tax credits operate outside the annual Congressional appropriations process. Democrats support the CTC because they recognize it for what it is, a subsidy program administered through the tax code. Congress should repeal the CTC and use the savings to lower tax rates for Americans broadly. It certainly should not be expanded.
History of the CTC
The child tax credit was first introduced in 1997 as part of the Taxpayer Relief Act. It quickly increased from $400 to $1,000 while lowering the earned income requirement from $10,000 to $3,000. The credit was further expanded in 2017 as part of the Tax Cuts and Jobs Act, which increased the credit to $2,000 per child, lowered the earned income threshold, and raised the beginning of the income phaseout from $110,000 to $400,000 for married taxpayers ($75,000 to $200,000, single). The 2017 reform also eliminated the child and dependent exemption, which was more than offset by the $1,000 increase in the CTC for a taxpayer at or below the 25 percent income tax bracket (about $150,000). Along with a majority of the other changes enacted in 2017, the CTC and additional exemptions return to their previous values in 2026.
In 2021, the American Rescue Plan Act temporarily increased the CTC for just one year to $3,600 for children under 6 years old and $3,000 for children under 18 years old. The full credit was also made temporarily fully refundable by removing the earned income requirements, and half of the credit was delivered as advance payments directly into taxpayers' bank accounts each month. Figure 1 shows the maximum CTC amount from its introduction through 2026 for 0–5‑year-olds, including the scheduled reduction under current law.











Is the Child Tax Credit an effective subsidy?
The CTC provides a large subsidy to families with children. Unlike the earned income tax credit (EITC), cash aid (TANF), food aid (WIC, SNAP), and public health care (Medicaid and the Children's Health Insurance Program), the CTC is primarily a subsidy for middle‐ and upper‐​income Americans. As currently designed, the CTC is not primarily an anti‐​poverty program. Only 19 percent of child tax credit expenditures are claimed by the lowest quintile of income earners. Jacob Goldin and Katherine Michelmore find that 87 percent of filers in the bottom income decile of AGI are completely ineligible for the CTC, and "the majority of filers in the bottom thirty percent of the distribution are only eligible for a partial credit."
Arguments for expanding the CTC usually assume that the cost of raising a child has increased and affordability has broadly declined. Relatedly, some proponents worry that U.S. fertility is below the replacement rate and believe that expanding government subsidies will meaningfully increase women's lifetime fertility. Still, others focus on how larger income transfers could reduce poverty. The CTC is poorly targeted to meet each of these goals.
Poverty
Because the CTC phases in for filers with income over $2,500 at a 15 percent rate, the credit creates an incentive to work by adding a 15‐​cent subsidy to each additional dollar earned, until the full credit is reached. As is the case with the EITC, the work incentives are often partly or fully offset by the "income effect," under which the subsidy allows a worker to meet his material needs with fewer hours worked.[1] Expanding the dollar value of the credit will have income effects that at least partially offset the work incentive.
To better target the lowest income families, others propose permanently increasing the credit and eliminating the earned income requirement, as was temporarily done in 2021 during the pandemic. Proponents claim that such a permanent change would reduce child poverty by more than 40 percent. Such estimates fail to account for how newly eligible families will change their behavior.
Taking behavioral effects into account, Kevin Corinth, Bruce Meyer, Matthew Stadnicki, and Derek Wu estimate that the larger CTC without income requirements would lead 1.5 million workers to stop working (83 percent of whom would be the sole earner in the household). The net effect of expanding the CTC would reduce overall child poverty by 22 percent and would not reduce deep poverty (50 percent of the poverty line). Results from the Joint Committee on Taxation found that the expanded CTC would result in similar reductions in labor supply.
Corinth and Meyer estimate that any reductions in poverty from a larger CTC that is targeted at families without market income would come at a fiscal cost that is almost double that of other programs, such as food stamps. The CTC is neither an efficient nor an effective policy tool to reduce child poverty.
Cost of raising a child
Although Americans frequently cite affordability concerns as an obstacle to fertility, analysis indicates that family costs have not outpaced incomes and that the cost of raising a child has fallen, not grown, over time.
For example, Angela Rachidi compares family incomes to family‐​related costs and finds that family incomes have grown steadily since the 1980s and costs have generally not outpaced them. Instead, Rachidi suggests that family's increasing expectations around—and consumption of—various goods and services (home size, vehicle ownership, clothing) drive perceptions of affordability decline. Moreover, various measures of social support and community support have declined in ways that may make it more difficult to raise a family.
Economist Jeremy Horpedahl similarly finds that the annual cost of raising a child in the United States has fallen from 21.8 percent of median family income in 1960 to 12.6 percent of median family income in 2020 for two‐​earner families, with the 2020 figure constituting the lowest cost yet (Figure 2). For single‐​earner families, the annual cost of raising a child in the United States fell from 27 percent of median family income in 1960 to 23.7 percent of median family income in 2020.[2]











Some proponents of the CTC argue that the presence of children reduces a family's ability to pay and thus deserves an offsetting subsidy, regardless of whether the cost of raising a child is increasing or decreasing. While children do come with additional costs, so do many other decisions individuals and families make, such as living in a high‐​cost area for economic or educational reasons.
Lastly, subsidies could be counterproductive as they will tend to be captured as higher prices of child‐​related services without supply‐​side reforms to expand access. Although evidence indicates that family affordability is not broadly in decline, the price of core child‐​related goods and services could certainly be lower with regulatory reforms.
Fertility
U.S. fertility is below‐​replacement level and converging with the low fertility rates of other countries. Subsidies for families with children, including the CTC, have been proposed as one way to mitigate this decline. Such financial transfers or cash benefits are especially ineffective at reducing fertility decline.
A review of studies with experimental or quasi‐​experimental designs finds that financial transfers result in a short‐​term increase in births while leaving the long‐​term total unaffected. A United Nations working paper finds that financial transfers' "impact on completed fertility is rather small… Furthermore, the effects of financial transfers usually have the biggest influence on fertility of the low educated, low‐​income, or jobless for whom public transfers are of higher value."
As stated elsewhere, these low‐​income households rarely qualify for the CTC's middle‐ and upper‐​income benefit. The CTC is thus doubly ineffective at increasing fertility: not only do financial transfers have a small or insignificant effect to begin with—altering fertility timing rather than total births—but the CTC does not target the demographic that would be most influenced to increase their fertility behaviors in the presence of financial benefits. Targeting low‐​income households comes with other costs to labor force participation and more fundamental questions about the prudence of governments' involvement in fertility decisions.
A better way?
Although the CTC fails at many objectives, there are numerous options for state, local, and federal policymakers interested in supporting families and making family life easier. To increase affordability, reforms to housing, food, formula, and childcare policy should be enacted. To reduce stress, increase opportunity, and reduce the cost associated with buying a home in the "right" neighborhood, further reforms to educational choice must be adopted.
Parents typically have limited financial resources, but just as importantly, limited time. Enacting reasonable independence laws and reforming home supervision laws would reduce the time cost of parenting while providing growth opportunities for school‐​age kids. Overly burdensome car seat requirements, with little associated safety benefit, should also be reconsidered.
Adopting these reforms would do much more for parents and children than expanding the CTC. On the other hand, expanding CTC spending without deregulating the goods and services that parents demand would be counterproductive and regressive. Ultimately, Congress should repeal the CTC entirely.


[1] Incentives depend on whether a person is not working or working to begin with, and whether the worker's earnings place them on the phase‐​in, plateau, or phase‐​out region of the benefit schedule. See here.


[2] Where single‐​earner families includes both single parent families and married couples where one parent is in the labor force.

Clark Neily


Last Thursday, the Supreme Court struck down President Biden's student loan forgiveness program, finding that it was not plausibly authorized by statute and that the State of Missouri had standing to challenge the program via a state‐​created loan‐​servicing entity that would lose tens of millions of dollars in fees if the program took effect. This post will explain why Cato filed its own, now‐​moot challenge to the loan forgiveness program, followed by some thoughts on the increasingly pernicious role of "avoidance doctrines" such as standing, ripeness, and mootness in public‐​policy litigation.
The great miltitary strategist Sun Tzu famously said that the acme of skill in war is to subdue the enemy without fighting. For government lawyers, the acme of skill is to shield unlawful policies from judicial review by persuading courts that there is some procedural bar against challenging them. Last week, the Supreme Court rebuffed the Biden administration's attempt to employ that precise stratagem to forestall a judicial determination as to whether the president has the power to forgive nearly half‐​a‐​trillion dollars worth of student loans without express congressional authorization. Surprising no one, the Court's answer to the substantive question was a resounding "no." But constructing a legal challenge that would ensure the judiciary reached the merits of that question was a dicey proposition. Why? One word: standing.
In brief, standing is a court‐​created rule that says only certain people can challenge a given policy in court. To have standing, the would‐​be plaintiff must have suffered a concrete injury that was caused by the policy at issue and can be fixed (or "redressed") by the courts. Thus, for example, I do not have standing to challenge the Justice Department's sweetheart plea deal with Hunter Biden, both because I've not been personally injured by it (mere outrage is insufficient) and because there's really nothing the courts can do about DOJ's propensity for coddling VIPs.
Like so many judge‐​made legal rules, however, standing is both amorphous and prone to abuse. It's amorphous because it lacks clear doctrinal parameters and can be easily enlarged or constricted as a matter of judicial whim. And of course that makes it prone to abuse, since judges can simply declare that a given plaintiff either does or does not have standing depending on whether they do or don't want to reach the merits of the case at hand. To be clear, not all standing inquiries represent such an exercise in procedural roulette, but an increasing number of them do—particularly as poliymakers become more conscious of their ability to defeat judicial review through strategic legerdemain.
Thus, the key question in the loan‐​forgiveness case was not so much the legality of the program itself, but instead whether the Biden administration and its lawyers could persuade the judiciary that the executive branch can expend nearly half‐​a‐​trillion dollars in unappropriated funds without causing a sufficiently concrete injury to confer standing on any individual or entity affected by that program. As we learned last Thursday, the answer is no. But boy, was it close.
Without delving too much deeper into federal standing doctrine, the basic problem here was that the Supreme Court has generally rejected the concept of "taxpayer standing"—that is, the idea that any given person who pays taxes can sue the government simply because it is (arguably) spending that revenue unlawfully. Accordingly, when President Biden announced his intent to forgive student loans without express congressional authorization, there was a scramble among people and groups who opposed that policy to identify a concrete and individualized theory of standing that might pass muster with a judiciary that tends to be more comfortable rubber‐​stamping challenged government programs than striking them down—especially when they involve things like the proper scope of federal power, economic regulations, property rights, or tax policy.
As noted, Missouri and a handful of other states led with the theory that a blanket student loan forgiveness policy would deprive them of fees generated by their respective loan‐​servicing entities. Another suit was filed by two college graduates from Texas who challenged the Department of Education's failure to follow proper administrative procedures, which they said might have resulted in better debt‐​forgiveness terms for each of them.
At the time, it was unclear whether either of those standing arguments would prove viable, and additional complaints were filed by other groups, each asserting a different theory of standing. This included a lawsuit brought on Cato's behalf by the New Civil Liberties Alliance, which alleged that Biden's blanket loan forgiveness program would prejudice non‐​profit employers like Cato, for whom Congress had created a more targeted policy called the Public Service Loan Forgiveness Program that was designed to give non‐​profits a recruiting edge by providing loan‐​forgiveness to their employees after ten years. Whether legitimate or illegitimate from a policy perspective, the advantage conferred on charitable employers by that program would be eliminated by across‐​the‐​board debt forgiveness, which represents a cognizable injury that is redressable by the courts—et voila: standing.
As it turns out, the Supreme Court held unanimously that the two Texans lacked standing to challenge Biden's loan forgivness program while ruling 6–3 that the states (or at least one of them, which is all that mattered) did have standing. Bottom line, it was a close call, and it was fortunate that Cato and others were waiting in the wings with their own unique—and potentially more persuasive—standing theories. But those other cases, including Cato's, are now moot in light of the Court's decision to find standing in the states' challenge and strike down Biden's loan forgiveness scheme.
In retrospect, the half‐​dozen lawsuits filed against that program may seem like overkill. But as a colleague at my first law firm used to say of a judge in one of his cases, "You never know on any given day what's going to get his attention: Will it be the red rubber ball, the shiny metal object, or the baby rattle? So you bring 'em all." And so it is when seeking to overcome the slew of avoidance doctrines routinely deployed in public‐​policy litigation by government lawyers like ink from a fleeing squid. If standing, ripeness, and mootness can fairly be compared to a game of craps—and they can—then it makes sense for both sides to get as many chips on the table as possible.
If that sounds like hyperbole, consider the following examples, which represent merely the barest hint of the jaw‐​dropping bad faith with which avoidance doctrines are asserted by government lawyers and employed by judges to make potentially troublesome cases go away:
Cato v. SEC (DC Cir. 2022). This case involved a First Amendment challenge to the SEC's policy of imposing a lifetime gag order on defendants in civil enforcement actions as a condition of settlement. Cato sued on behalf of an author who wrote a memoir about being caught up in that process that it was unlawful for him to publish due to the gag order. As a would‐​be publisher of that work, Cato asserted the well‐​established theory of third‐​party standing, but the DC Circuit held that the "redressability" requirement for standing was not met on the premise that all of the challenged gag orders had been incorporated into judicially enforceable consent decress around the country that judges in DC were powerless to disturb. Besides being incorrect on the law, that holding was based on a demonstrably false factual premise: Contrary to the DC Circuit's completely baseless assertion—that was supported nowhere in the pleadings or the record because it was false—all gag orders (including the very one at issue in this case) had not been incorporated into judicially enforceable consent decrees—a fact that Cato pointed out repeatedly throughout the litigation and again in its petition for rehearing, which the DC Circuit ignored.
Parker v. Heller (DC Cir. 2007). Another example of standing gamesmanship from the DC Circuit arose in the Second Amendment challenge to the District of Columbia's gun laws brought on behalf of six DC residents by me, former Cato board chair Bob Levy, and Alan Gura. In blatant and acknowledged disregard for Supreme Court precedent, the DC Circuit invoked its special law of standing for guns and held that five of the six plaintiffs lacked standing because they had not yet violated the law and received a specific threat of prosecution—actions that are never required in any other setting to establish standing. Only Dick Heller was ultimately found to have standing because he had made an entirely futile attempt to register a handgun in DC and was denied—an act that the DC Circuit risibly (but correctly, as a matter of circuit precedent) held supplied an alternative basis for standing.
Alvarez v. Smith (2009) and NY State Rifle & Pistol Ass'n v. City of New York (2020). These are both examples of "strategic case mooting," a common practice whereby government lawyers will vigorously defend an unconstitutional policy in the lower courts and then moot the case if it looks like the challengers might win on appeal and thereby establish favorable precedent. Alvarez was a challenge to Illinois' unconstitutional civil forfeiture procedure, which the state defended below but then mooted when the case got to the Supreme Court by returning the plaintiffs' unlawfully seized vehicles. NY State Rifle & Pistol involved a challenge to a New York City ordinance that severly constrained people's ability to move a lawfully registered pistol from one location to another (e.g., from an apartment in Manhattan to a cabin in upstate New York), which the City defended vigorously in the lower courts but then repealed immediately after the Supreme Court granted certiorari, in a transparent (and ultimately successful) effort to derail the case. So much for all the assertions the government made in the lower courts about the supposed importance of the law, the momentous safety issues involved, etc.—all of which turned out to be cynical, disingenuous prattling.
As suggested above, the list could go on almost indefinitely. But the takeaway is this: When it comes to the willingness of government lawyers and judges (a wildly disproportionate number of whom were themselves courtroom advocates for government before taking the bench) to employ standing, ripeness, mootness, and other "avoidance doctrines" in order to derail challenges to plausible allegations of unlawful government action, there is no bottom.
And that's why Cato joined the fray over President Biden's unlawful student loan forgiveness scheme—not because there was ever any doubt about the merits; but instead to help make it as difficult as possible for the judiciary to sweep that unlawful power grab under the rug with the handy‐​dandy standing‐​broom.

Marc Joffe


San Francisco is proving to be ground zero in the nationwide commercial real estate collapse. While the values of offices and malls are tumbling in many US cities, the losses in San Francisco are more dramatic and, unlike elsewhere, have extended to hotels. City and state government mismanagement have played a major role in destroying billions of dollars in assessable real estate values, but the role of these policies is easily overlooked.
San Francisco's plight was thrown into sharp relief on June 5, when the owner of two downtown hotels containing a combined 2,925 rooms announced that it would cease making payments on a $725 million mortgage backed by the properties. Commercial bond investors will now have to find a company willing to purchase the hotels at a small fraction of their estimated 2020 valuation of $1.561 billion.
In explaining the company's decision to walk away from the hotels, Thomas J. Baltimore, Jr., Chairman and Chief Executive Officer of Park Hotels and Resorts stated:
After much thought and consideration, we believe it is in the best interest for Park's stockholders to materially reduce our current exposure to the San Francisco market. Now more than ever, we believe San Francisco's path to recovery remains clouded and elongated by major challenges – both old and new: record high office vacancy; concerns over street conditions; lower return to office than peer cities; and a weaker than expected citywide convention calendar through 2027 that will negatively impact business and leisure demand and will likely significantly reduce compression in the city for the foreseeable future.

Another nearby hotel is also experiencing a dramatic valuation decline. The 1,195-room Westin St. Francis Hotel has asked the local tax assessor to slash the combined assessment of its two parcels from $1.037 billion to $101 million.
The hotels are within walking distance of the Westfield San Francisco Centre mall that is losing its anchor retailer, Nordstrom, this summer. Before Nordstrom announced the closure, S&P had already estimated that the mall's value had declined by over 70% since it was appraised in 2016.
An even larger value decline was suffered by a 22‐​story office tower at 350 California Street. After being valued at around $300 million in 2019, the property recently changed hands for between $60 million and $67.5 million according to media reports.
When considering why San Francisco has suffered so much commercial real estate value destruction in the 2020s, it is tempting to conclude that the city's tech‐​heavy workforce was better equipped to work from home. This factor played a role but should not be overestimated. Indeed, one common software development methodology, known as agile, often involved daily in‐​person team meetings. So, it is not strictly true that software engineering is a solitary job.
Rather than blame the pandemic or the local business mix, San Francisco and California political leaders should look inward at their policy errors that exacerbated the city's distress. Among these unforced errors were their harsh lockdown policies and the failure to provide adequate security in the downtown core.
The Lockdown
San Francisco and neighboring counties were the first to impose sweeping stay‐​at‐​home orders at the beginning of the COVID pandemic in the US. More importantly, San Francisco and its neighbors were slower than most other population centers to relax COVID-19 restrictions.
Over a three‐​year period, San Francisco's public health officer issued a blizzard of rules that were often lengthy and challenging to implement. As late as January 27, 2021 (over ten months into the pandemic), he issued an order that required "all residents in the County to reduce the risk of COVID-19 transmission by staying in their residences to the extent possible and minimizing trips and activities outside the home." At the time, California had more cases per capita than the less restrictive states of Texas and Florida, begging the question of how effective lockdown measures were.
By continuing shelter‐​at‐​home restrictions for so long, San Francisco normalized remote work, thereby encouraging employers and employees to adopt to a new normal. Many employees moved beyond easy commuting distance from the city on the assumption that they could retain hybrid or fully remote work arrangements permanently.
Although San Francisco's political leaders trumpet the city's low per capita death rate from COVID-19, some of that is attributable to individuals temporarily or permanently leaving the area, thereby deflating the true denominator of any death rate calculation. Economist Stephen Hanke has concluded that lockdowns had "a negligible effect" in COVID deaths.
Lack of Security
As the accompanying map shows, San Francisco has a very high concentration of high value properties in a small geographic area. Many of these $100 million plus properties (based on assessed value) are within walking distance of the Tenderloin neighborhood which has struggled over several decades. But in recent years, the social problems of the Tenderloin have increasingly spilled over into the adjacent, high‐​value areas, deterring tourists, shoppers, and office workers from visiting.











Measuring crime trends is challenging. According to Police Department statistics, reported crimes in the first five months of 2023 are below pre‐​pandemic levels. But some proportion of crime goes unreported and it is possible that this proportion has increased given the low likelihood that San Francisco police will identify a suspect. In 2022, only 2.9% of larceny thefts were cleared within one year.
Also, residents clearly perceive an increase in crime. The most recent City Controller survey found that San Franciscans rated the city's safety a C+, the lowest grade since 1996. Safety ratings were especially low in the Tenderloin and two adjoining neighborhoods with high‐​value commercial real estate: South of Market and Financial District/​South Beach.
Critics have highlighted various public safety policy concerns including the defund the police movement, lax prosecution, reclassification of shoplifting goods worth less than $950 as a misdemeanor, disincarceration, and lack of enforcement against open air drug markets. Since these issues have been covered elsewhere and libertarians have varying opinions about them, I'll address a couple of other aspects that have received less attention.
First, the city has encouraged many individuals who may be more prone to criminal activity to concentrate in and around the Tenderloin. It has done this by establishing a cluster of thousands of supportive housing units, mostly in converted hotels in the area. Although residents of supportive housing are no longer defined as "homeless", many if not most are still dealing with issues such as drug addiction that contributed to their loss of shelter.
During the pandemic, the city converted hundreds of additional hotel rooms in the area to temporary residences for unhoused homeless individuals in hopes of preventing them from getting and spreading COVID-19. But the unintended effect of this program, known as Project Roomkey, seems to have been to increase drug abuse and disorder at the periphery of the Tenderloin.
One Project Roomkey property, Hotel Whitcomb, housed about four hundred homeless individuals, many of whom were continuing to use drugs. Shortly thereafter, a new open air drug market became established in an alley just south of Market Street. Both the hotel and the drug market were near a new Whole Foods store which was forced to close due to high rates of theft and violent criminal activity.
Aside from concentrating potential offenders in the area, the city and activists appear to have neutered two quasi‐​private mechanisms that allow business districts to enhance security levels beyond that which the city government would normally provide.
Since 1847, San Francisco has had a category of law enforcement officers known as a Patrol Special Police. These trained officers can be directly hired by groups of merchants and/​or homeowners to patrol and provide other security services within a designated area. In 1994, there were 72 patrol special police serving 65 areas. But their ranks decreased in recent decades and, as of 2022, only one officer remained.
Although clients expressed a high level of satisfaction with their services, city policies have decimated the program. San Francisco's charter requires the city's Police Commission to approve new patrol special officers, but in recent years it has rarely done so. At the same time, the San Francisco Police Department offered a competing program under which city‐​employed police officers could provide security services to local business when they would otherwise be off duty.
Since clients must cover officer pay at overtime rates, this alternative is more expensive. Further, given the shortage of police officers in San Francisco today, there may not be enough staff to regularly serve clients who might be interested in purchasing their services.
California has also given property owners the ability to form their own Business Improvement Districts (BIDs) since the 1990s. BIDs, also known locally as Community Benefit Districts (CBDs), are formed when owners representing a majority of the assessed valuation in a given area vote to tax themselves to finance district operations.
San Francisco's Union Square area, the hotel and retail center that borders the Tenderloin, has had a BID in place since 1999. By 2018, the district was employing a large staff of cleaning ambassadors and safety ambassadors to deal with trash and quality of life issues respectively. The BID also installed a network of security cameras.
But the district's efforts to force homeless individuals out of the area faced criticism from UC Berkeley's Public Policy Clinic and local activists. Since the pandemic, the BID, now known as the Union Square Alliance, may have become less effective at maintaining cleanliness and safety in its neighborhood. It is not clear whether this is due to the criticism it has received, the retirement of its long‐​time executive director, or some other factor.
Conclusion
An overly energetic lockdown and actions that concentrated violent and unstable individuals in the downtown area have contributed to the collapse of real estate values in San Francisco's prime hotel, office, and retail districts. Quasi‐​governmental institutions that might have stepped in to provide improved security and street conditions have been enfeebled in part by city policy.
At this point, it does not appear that any set of feasible policies can restore downtown San Francisco to the heights it reached in 2019. A more realistic possibility is that it will stabilize at much lower levels of occupancy, activity, and value forming a new base from which to grow. New and remaining property owners should be given the tools and the space to restore a sense of security among those visiting, shopping, and staying in the neighborhood. Finally, city and state leaders should avoid overreacting to pandemics.