Suchergebnisse

This thesis analyzes what should be the contribution from Congolese media in the process of establishing a democratic state based on the law, not only inspired by the principles that govern the Belgian media sector, especially audiovisual media of the French-speaking Community, but also by those universally accepted (international standards for the protection of freedom of expression). The research tries to evaluate, from these principles, the contribution of media (in their role of information, permanent education, cultural promotion, popularization of the principles of democracy and entertainment) in the formation of a democratic political culture (based on the emergence of values) in the Congolese public in search of legitimacy of institutions and leaders who must embody it, in a country marked by violence and wars. In this country, indeed, the rule of law is difficult to emplement. It is appropriate to know what role or values media should play or represent in the current democratic process in the Democratic Republic of Congo (DRC). The institutional and legal recognition of their fundamental role, their independence (without censorship and without any political, military, economic and social pressure), their diversity, the authonomy of their organization, their professionalism as well as their ability to be listened to by the largest audience are the factors of their development and their promotion in any democratic society. While pursuing the objectives of education to media, discovery of the press sector through legislative and professional frameworks and through its accessibility to the public, the study aims at showing the importance of the social and political role of the press in a society undergoing reconstruction, by providing media professionals, magistrates, judges, lawyers, university professors and Congolese political decision-makers, as well as civil society, a tool for objective information on the subject. In a theoretical approach, the reseach describes and defines notions and principles of a democratic state and of freedom of expression in all its components and in all its dimensions (individual and collective). It defines the scope of the international protection of the freedoms of expression, information and the press, as well as their holders. It examines the place and role of the Congolese press in various political and institutional contexts since 1885 (independent state of the Congo) to the present day by insisting on the different legislations that have governed and still govern the press. From this examination, it emerged that serious obstacles to the functioning of Congolese media exist from pre-colonial times to today. These limits are political, institutional, legal, professional, structural, cultural, geographical and economic. They prevent the Congolese public from expressing itself freely, from taking an active part in management of public affairs and from gaining access to the press. They have plunged the majority of the Congo's population into ignorance and misinformation to the detriment of a minority elite, which uses them as instrument of power and propanganda. These obstacles also deprive the same public of a common good, which is information and violate their right to freedom of information. They question is not only the role or the action that the press could play in the ongoing democratic process, but also their independence, their objectivity, their credibility, their efficiency and effectiveness. The research proposes political, institutional, legislative, professional and economic measures. It suggests other measures that can make them more accessible to the public and that can transform the public into an informed, trained and woke audience, able to participate actively, through their platforms, in debates on issues of general interest (such as the legitimization of power) and political decision-making. In order for them to become a major actor and responsible player for the reconstruction of the democratic state based on the law awaited for years by the Congolese people. ; Cette thèse analyse ce que devrait être la contribution, l'apport des médias congolais dans le processus de l'instauration d'un Etat de droit démocratique, en s'inspirant, non seulement des principes qui gouvernent le secteur médiatique belge, notamment les médias audiovisuels de la Communauté française, mais aussi de ceux universellement acceptés (les standards internationaux de protection de la liberté d'expression). Elle essaie d'évaluer, partant de ces principes, l'apport des médias ( dans leur rôle d'information, d'éducation permanente, de vulgarisation des principes de la démocratie, de promotion culturelle et de divertissement) dans la formation d'une culture politique démocratique (basée sur l'émergence de valeurs) du public congolais en quête de légitimité d'institutions et des dirigeants qui doivent l'incarner dans un pays marqué par la violence et les guerres. Dans ce pays, en effet, l'Etat de droit a du mal à se mettre en place. Il convient, n'est-ce pas, de connaître ce rôle ou ces valeurs que les médias devraient jouer dans le processus démocratique actuel en République Démocratique du Congo. La reconnaissance institutionnelle et juridique de leur rôle fondamental, leur indépendance par rapports aux pouvoirs politique, économique et social, leur diversité, l'autonomie de leur organisation et leur professionnalisme ainsi que leur capacité à être écoutés par un public plus large que possible, sont autant les facteurs de leur développement et de leur promotion dans toute société démocratique. Tout en poursuivant des objectifs d'éducation aux médias, de découverte du secteur de la presse tant dans les domaines législatif, professionnel et de celui de leur accessibilité au public, l'étude vise à faire connaître l'importance du rôle social et politique de la presse dans une société en reconstruction. Elle en met à la disposition du public, de tous les professionnels des médias, des magistrats, des juges, des avocats, des professeurs d'universités, des décideurs politiques congolais, ainsi que de la société civile, un outil d'informations objectives sur le sujet. Dans une approche théorique, elle décrit et elle définit les notions et les principes d'un Etat de droit démocratique et de la liberté d'expression dans toutes ses composantes et dans toutes ses dimensions (individuelle et collective). Elle définit le champ d'application de la protection internationale des libertés d'expression, d'information et de la presse, ainsi que leurs titulaires. Elle examine la place et le rôle de la presse congolaise dans les différents contextes politiques et institutionnels depuis 1885 (Etat indépendant du Congo) jusqu'à nos jours en insistant sur les différentes législations ayant régi et qui régissent encore aujourd'hui la même presse. De cet examen, il s'est dégagé le constat selon lequel de graves entraves au fonctionnement des médias congolais existent depuis l'époque précoloniale jusqu'aujourd'hui. Celles-ci sont d'ordre politique, institutionnel, juridique, professionnel, structurel, culturel, géographique et économique. Elles empêchent le public congolais de s'exprimer librement, de participer activement à la gestion de la chose publique et d'accéder à l'antenne de la presse. Elles ont plongé et plongent encore la majorité de la population du Congo dans l'ignorance de leurs droits et libertés fondamentaux et dans la désinformation au détriment d'une élite minoritaire qui en font l'instrument du pouvoir et de sa propagande. Celles-ci privent également le même public d'un bien commun, qu'est l'information et violent son droit à la liberté d'information. Elles remettent en cause, non seulement le rôle ou l'action que la presse pourrait jouer dans le processus démocratique en cours, mais aussi leur, indépendance, leur objectivité, leur crédibilité, leur efficience et leur efficacité. Pour qu'ils deviennent un acteur majeur et responsable de la reconstruction de l'Etat de droit démocratique tant attendu par le peuple Congolais, la recherche propose des mesures d'ordre politique, institutionnel, législatif, professionnel et économique. Elle suggère d'autres mesures qui peuvent les rendre plus accessibles au public et qui peuvent transformer celui-ci en un public informé, formé et éclairé, capable de participer activement, à travers leur plateformes, aux débats sur les questions d'intérêt général le concernant (comme la légitimation du pouvoir ) et à la prise des décisions politiques. ; (DROI - Sciences juridiques) -- UCL, 2018

As part of our everyday life we consume breaking news and interpret it based on our own viewpoints and beliefs. We have easy access to online social networking platforms and news media websites, where we inform ourselves about current affairs and often post about our own views, such as in news comments or social media posts. The media ecosystem enables opinions and facts to travel from news sources to news readers, from news article commenters to other readers, from social network users to their followers, etc. The views of the world many of us have depend on the information we receive via online news and social media. Hence, it is essential to maintain accurate, reliable and objective online content to ensure democracy and verity on the Web. To this end, we contribute to a trustworthy media ecosystem by analyzing news and social media in the context of politics to ensure that media serves the public interest. In this thesis, we use text mining, natural language processing and machine learning techniques to reveal underlying patterns in political news articles and political discourse in social networks. Mainstream news sources typically cover a great amount of the same news stories every day, but they often place them in a different context or report them from different perspectives. In this thesis, we are interested in how distinct and predictable newspaper journalists are, in the way they report the news, as a means to understand and identify their different political beliefs. To this end, we propose two models that classify text from news articles to their respective original news source, i.e., reported speech and also news comments. Our goal is to capture systematic quoting and commenting patterns by journalists and news commenters respectively, which can lead us to the newspaper where the quotes and comments are originally published. Predicting news sources can help us understand the potential subjective nature behind news storytelling and the magnitude of this phenomenon. Revealing this hidden knowledge can restore our trust in media by advancing transparency and diversity in the news. Media bias can be expressed in various subtle ways in the text and it is often challenging to identify these bias manifestations correctly, even for humans. However, media experts, e.g., journalists, are a powerful resource that can help us overcome the vague definition of political media bias and they can also assist automatic learners to find the hidden bias in the text. Due to the enormous technological advances in artificial intelligence, we hypothesize that identifying political bias in the news could be achieved through the combination of sophisticated deep learning modelsxi and domain expertise. Therefore, our second contribution is a high-quality and reliable news dataset annotated by journalists for political bias and a state-of-the-art solution for this task based on curriculum learning. Our aim is to discover whether domain expertise is necessary for this task and to provide an automatic solution for this traditionally manually-solved problem. User generated content is fundamentally different from news articles, e.g., messages are shorter, they are often personal and opinionated, they refer to specific topics and persons, etc. Regarding political and socio-economic news, individuals in online communities make use of social networks to keep their peers up-to-date and to share their own views on ongoing affairs. We believe that social media is also an as powerful instrument for information flow as the news sources are, and we use its unique characteristic of rapid news coverage for two applications. We analyze Twitter messages and debate transcripts during live political presidential debates to automatically predict the topics that Twitter users discuss. Our goal is to discover the favoured topics in online communities on the dates of political events as a way to understand the political subjects of public interest. With the up-to-dateness of microblogs, an additional opportunity emerges, namely to use social media posts and leverage the real-time verity about discussed individuals to find their locations. That is, given a person of interest that is mentioned in online discussions, we use the wisdom of the crowd to automatically track her physical locations over time. We evaluate our approach in the context of politics, i.e., we predict the locations of US politicians as a proof of concept for important use cases, such as to track people that are national risks, e.g., warlords and wanted criminals. ; Als festen Bestandteil unseres täglichen Lebens konsumieren wir aktuelle Nachrichten und interpretieren sie basierend auf unseren eigenen Ansichten und Überzeugungen. Wir haben einfachen Zugang zu sozialen Netzwerken und Online-Nachrichtenportalen, auf denen wir uns über aktuelle Angelegenheiten informieren und eigene Ansichten teilen, wie zum Beispiel mit Nachrichtenkommentaren oder Social-Media-Posts. Das Medien-Ökosystem ermöglicht es zum Beispiel, dass Meinungen und Fakten von Nachrichtenquellen zu Lesern, von Kommentatoren zu anderen Lesern oder von Nutzern sozialer Netzwerke zu ihren Anhängern gelangen. Die Weltsicht hängt für viele von uns von Informationen ab, die wir über Online-Nachrichten und soziale Medien erhalten. Hierfür ist es wichtig genaue, zuverlässige und objektive Inhalte zuzusichern, um die Demokratie und Wahrheit im Web gewährleisten zu können. Um zu einem vertrauenswürdigen Medien-Ökosystem beizutragen, analysieren wir Nachrichten und soziale Medien im politischen Kontext und stellen sicher, dass die Medien dem öffentlichen Interesse dienen. In dieser Arbeit verwenden wir Techniken der Computerlinguistik, des maschinellen Lernens und des Text Minings, um zugrunde liegende Muster in politischen Nachrichtenartikel und im politischen Diskurs in sozialen Netzwerken aufzudecken. Mainstream-Nachrichtenquellen decken täglich üb­li­cher­wei­se eine große Anzahl derselben Nachrichten ab, aber sie stellen diese oft in einem anderen Kontext dar oder berichten aus unterschiedlichen Sichtweisen. In dieser Arbeit wird untersucht, wie individuell und vorhersehbar Zeitungsjournalisten in der Art der Berichterstattung sind, um die unterschiedlichen politischen Überzeugungen zu identifizieren und zu verstehen. Zu diesem Zweck schlagen wir zwei Modelle vor, die Text aus Nachrichtenartikeln klassifizieren und ihrer jeweiligen ursprünglichen Nachrichtenquelle zuordnen, insbesondere basierend auf Zitaten und Nachrichtenkommentaren. Unser Ziel ist es, systematische Zitierungs- und Kommentierungsmuster von Journalisten bzw. Nachrichtenkommentatoren zu erfassen, was uns zu der Zeitung führen kann, in der die Zitate und Kommentare ursprünglich veröffentlicht wurden. Die Vorhersage von Nachrichtenquellen kann uns helfen, die potenziell subjektive Natur hinter dem "Storytelling" und dem Ausmaß dieses Phänomens zu verstehen. Das enthüllen jenes verborgenen Wissens kann unser Vertrauen in die Medien wiederherstellen, indem es Transparenz und Vielfalt in den Nachrichten fördert. Politische Tendenzen in der Medienberichterstattung können textuell auf verschiedene subtile Arten ausgedrückt werden und es ist selbst für Menschen oft schwierig deren Manifestierung korrekt zu identifizieren. Medienexperten wie Journalisten, sind jedoch eine gute Ressource, die uns helfen kann, die vage Definition der politischen Medien Bias zu überwinden und sie können ebenfalls dabei helfen automatischen Modellen beizubringen, versteckten Bias im Text aufzudecken. Aufgrund der enormen technologischen Fortschritte im Bereich der künstlichen Intelligenz nehmen wir an, dass die Identifizierung politischer Vorurteile in den Nachrichten durch die Kombination aus ausgefeilten Deep-Learning-Modellen und Fachkenntnissen erreicht werden kann. Daher ist unser zweiter Beitrag ein qualitativ hochwertiger und zuverlässiger Nachrichtendatensatz, der von Journalisten in Bezug auf politischen Bias annotiert wurde und ein hochmoderner Algorithmus zur Lösung dieser Aufgabe, der auf dem Prinzip des "curriculum learning" basiert. Unser Ziel ist es herauszufinden, ob Domänenwissen für diese Aufgabe erforderlich ist und eine automatische Lösung für dieses traditionell manuell bearbeitete Problem bereitzustellen. Nutzergenerierte Inhalte unterscheiden sich grundlegend von Nachrichtenartikeln. Zum Beispiel sind Botschaften oft kürzer, persönlich und dogmatisch und sie beziehen sich oft auf spezifische Themen und Personen. In Bezug auf politische und sozioökonomische Nachrichten verwenden Individuen oft soziale Netzwerke, um andere Nutzer in ihrer In­te­r­es­sens­grup­pe auf dem Laufenden zu halten und ihre persönlichen Ansichten über aktuelle Angelegenheiten zu teilen. Wir glauben, dass soziale Medien auch ein gleichermaßen leistungsfähiges Instrument für den Informationsfluss sind wie Online-Zeitungen. Daher verwenden wir ihre einzigartige Eigenschaft der schnellen Berichterstattung für zwei Anwendungen. Wir analysieren Twitter-Nachrichten und Transkripte von politischen Live-Debatten zur Präsidentschaftswahl um Themen zu klassifizieren, die von der Nutzergemeinde diskutiert werden. Unser Ziel ist es die bevorzugten Themen zu identifizieren, die in Online-Gemeinschaften zu den Terminen politischer Ereignisse diskutiert werden um die Themen von öffentlichem Interesse zu verstehen. Durch die Aktualität von Microblogs ergibt sich die zusätzliche Möglichkeit Beiträge aus sozialen Medien zu nutzen um Echtzeit-Informationen über besprochene Personen zu finden und ihre physischen Positionen zu bestimmen. Das heißt, bei einer Person von öffentlichem Interesse, die in Online-Diskussionen erwähnt wird, verwenden wir die Schwarmintelligenz der Nutzerbasis, um ihren Standort im Verlauf der Zeit automatisch zu verfolgen. Wir untersuchen unseren Ansatz im politischen Kontext, indem wir die Standorte von US-Politikern während des Präsidentschaftswahlkampfes voraussagen. Mit diesem Ansatz bieten wir eine Machbarkeitsstudie für andere wichtige Anwendungsfälle, beispielsweise um Menschen zu verfolgen, die ein nationales Risiko darstellen, wie Kriegsherren und gesuchte Kriminelle.

[spa] Esta tesis refiere a la educación secundaria de adultos provista por el sistema educativo que permite obtener la titulación habilitante para la continuidad de estudios superiores; sector de la educación de adultos (EA) en el que nos centramos a raíz de considerar la importancia que adquieren esa titulación y los conocimientos que proporciona en distintas esferas de la vida en la sociedad contemporánea. Toma como objeto de análisis dos casos, localizados en Argentina y en España que presentan algunas características comunes relacionadas con factores políticos, históricos y culturales resultantes de la dominación colonial y las oleadas inmigratorias. El estudio, cuyo propósito es comparar la composición actual de la educación secundaria de adultos en Córdoba (Argentina) y en Cataluña (España) y los cambios ocurridos en la década de 2000, se orienta a la comprensión desde una perspectiva diacrónica. Nos planteamos analizar la normativa vigente y las políticas para el sector en esa década, caracterizar la forma en que se organizan los servicios y los centros educativos en la provincia y comunidad autónoma, precisar las características de la población estudiantil y docente e identificar las convergencias y divergencias en ambos casos. La pregunta principal que guía la investigación es: ¿Qué similitudes y diferencias presenta la educación secundaria de adultos en Córdoba (Argentina) y Cataluña (España)? El objeto de estudio es abordado desde tres dimensiones inter-relacionadas: sociopolítica, organizativa y pedagógica. Metodológicamente, la investigación se enmarca en los planteamientos de la investigación comparativa y recupera aportes de perspectivas cualitativas: estudio de caso y etnografía educativa. Los aspectos comparados se incluyen en las tres dimensiones, con apertura a captar aspectos emergentes derivados de la singularidad de los casos. Trabajamos con análisis de documentos, entrevistas semi-estructuradas a autoridades político-técnicas o con responsabilidad en la gestión, pequeño grupo de discusión con actores no vinculados con las políticas actuales y observación y registro etnográfico en cuatro centros educativos. El análisis procura la búsqueda de lo común en lo diferente y de lo diferente en lo común. Previa contextualización y reconstrucción histórica de la EA en ambos países de la que derivan notas sobresalientes y la ubicación de la educación secundaria de adultos en la oferta de EA y en los sistemas educativos respectivos, la presentación de los resultados se relaciona con las dimensiones aludidas y los objetivos. Respecto de la primera, las decisiones políticas en EA en los 2000' en ambos casos refieren a: extensión de la cobertura a nuevos colectivos, reorganización de la EA en el sistema educativo, legitimación de la EA ante el sistema educativo y la sociedad y reconocimiento y validación de saberes y aprendizajes realizados en otros espacios; asimismo, tendencia al logro de especificidad en Córdoba y a la homologación a la educación de adolescentes en Cataluña. En la dimensión organizativa se advierten algunas semejanzas en cuestiones nodales y, principalmente, diferencias en lo siguiente: oferta, organización de los centros, forma de designación de los docentes, espacios utilizados, horario de funcionamiento, personal directivo, supervisores y período lectivo; se describen los principales rasgos de estudiantes y docentes y se destacan cuestiones generacionales en la composición de esos grupos. En cuanto a la tercera, en las concepciones pedagógicas de EA, a las señaladas por otros autores -segunda oportunidad, misericordiosa, residual y reparadora o de promoción humana- se suma "EA desvirtuada o degenerada", categoría emergente que alude a la población joven. Luego de una referencia a cuestiones no previstas, finaliza con la enunciación de tres aspectos comunes que merecerían atención: la población cada vez más joven que asiste y las representaciones sobre ella, los requisitos para la designación del profesorado, entre otros, la formación inicial y continua y la proporción de estudiantes que no culmina esos estudios. ; [eng] This thesis concerns to secondary adult education provided by education system and allows the degree that enables continuing higher education, sector of adult education (AE) we focus considering the importance of that qualification and knowledge in different life's spheres in contemporary society. It takes as object of analysis two cases, located in Argentina and Spain, which have some common characteristics related to political, historical and and cultural factors. The purpose of the study is to compare current composition of adult secondary education in Cordoba (Argentina) and Catalonia (Spain) and the changes in the decade of 2000 and it is oriented to understand from a diachronic perspective. We analyze regulations and policies for the sector in this decade, characterize the way in which services and schools are organized in the province and autonomuos community, specify students' and teachers' characteristics and identify convergences and divergences in both cases. The main question guiding this research is: ¿What similarities and differences present secondary adult education in Córdoba (Argentina) and Catalonia (Spain)? The object of study is approached from three related dimensions: socio-political, organizational and pedagogical. Methodologically the research is part of comparative research approaches and gets input from qualitative perspectives: case study and educational ethnography. Compared aspects are included in the mentioned dimensions, with openess to capture emerging issues. We work with document analysis, semi-structured interviews to political and technical authorities or management responsables, small discussion group with actors not related to current policies and observation and ethnographic record in four schools. Previous historical contextualization and reconstruction of AE in both countries from which outstanding notes derive and the location of secondary adult education in education systems, the results relate to the dimensions and objectives. Regarding the first, policy decisions on AE in the 2000' in both cases concern to extending coverage to new groups, reorganization of AE in the education system, legitimizing AE to education system and society and recognition and validation of knowledge and learning acquired in other spaces; also tendencies to achieve specificity in Córdoba and to homologate to teenagers' education in Catalonia. In organizational dimension nodal similarities and mainly differences related to offer, organizing centers, appointment of teachers, spaces, time-table, management, supervisors and school period are noted; students' and teachers' characteristics are described and generational issues in the composition of these groups are highlighted. Respecting the third, to teaching concepts of AE reported by other authors -second chance, merciful, residual and restorative or promotion of human- we add "distorted or degenerated AE"; this emerging category refers to young population. After a reference to unforeseen issues, it ends with the statement of three common aspects that deserve attention: the increasingly young population attending and representations about it, requirements for the appointment of teachers, including initial and continuing formation, and the proportion of students that does not end those studies.

La present tesi doctoral tracta de l'estudi de la tecnologia de membranes des d'un punt de vista aplicat: com és el cas de la nanofiltració (NF) pel tractament d'aigua potable i de l'ús d'un bioreactor de membranes (MBR) per la depuració d'aigües residuals. La primera part ha estudiat la capacitat de la NF per reduir el contingut de precursors de subproductes de desinfecció presents en l'aigua potable, especialment dels trihalometans (THM). En canvi, la segona part ha avaluat la capacitat de la tecnologia MBR per tractar els efluents de la indústria vinícola i dotar a l'aigua residual de la qualitat necessària per a la seva reutilització. Les membranes de NF s'han estudiat des d'escala laboratori, en configuració de mòdul pla, fins a planta pilot utilitzant 18 mòduls en espiral. Els estudis previs a nivell de laboratori han permès comparar 10 membranes comercials de NF en funció de la seva permeabilitat i capacitat de reducció del potencial de formació de trihalometans (PFTHM). La majoria d'elles permeten reduir el PFTHM en més del 95%, tot i que presenten rebutjos variables respecte les sals inorgàniques, fet que afecta la permeabilitat i consum energètic del sistema. En aquest estudi també es va tenir en compte com afecta la variabilitat estacional i el punt de captació sobre la qualitat de l'aigua d'entrada a les membranes. Es van seleccionar dues membranes per a l'estudi en paral·lel en la planta pilot obtenint un bon rendiment en ambdós casos sota condicions d'operació òptimes. Amb l'objectiu final d'optimitzar el procés de tractament, es van avaluar diferents aspectes: capacitat de separació de diferents components inorgànics i orgànics, requeriments de pressió d'entrada per treballar a igual recuperació per a un mateix cabal d'entrada, pretractament, reducció del flux inicial de permeat i efectivitat de les neteges químiques. Els resultats obtinguts a ambdues escales es van comparar per poder validar la predicció des del nivell de laboratori, juntament amb els programes de disseny dels proveïdors. Finalment, en aquest treball també es va avaluar l'impacte ambiental d'aquesta tecnologia mitjançant l'anàlisi de cicle de vida (ACV) utilitzant les dades obtingudes de la planta pilot i aproximacions per a una possible instal·lació a escala real de la NF. Els resultats d'aquest estudi indiquen un increment de l'impacte ambiental, respecte el procés actual, degut principalment al major consum energètic durant l'operació de les membranes. Combinant l'estudi d'ACV amb l'anàlisi de risc per a la salut humana en funció de la qualitat de l'aigua obtinguda s'ha desenvolupat una eina que ajuda al disseny del escalat de la planta real. De fet, en l'estudi s'observa que es pot arribar a obtenir una reducció del 75% del risc associat a la presencia de THM a l'aigua potable. D'altra banda, per avaluar la tecnologia MBR es va instal·lar una planta pilot a la depuradora d'una empresa vinícola. Durant els mesos d'operació es va comparar la qualitat dels efluents del sistema convencional i del MBR. Demostrant que el MBR presenta una qualitat final molt superior que en permet la seva reutilització en diferents aplicacions. També es va demostrar com la tecnologia MBR es capaç d'absorbir les variacions de càrrega i cabal que presenten els efluents d'aquesta indústria, fet que demostra la seva aplicabilitat en aquest sector. Les dades obtingudes d'aquesta planta pilot també es van utilitzar per avaluar l'impacte ambiental derivat de la implementació a escala real de la tecnologia MBR. Els resultats obtinguts es van comparar amb el procés existent, basat en la digestió aeròbica de fangs activats, on s'observa un trasllat de l'impacte entre vectors ambientals, degut a que la millora de la qualitat de l'aigua i per tant reducció en categories d'impacte ambiental com la eutrofització implica l'augment del consum energètic i per tant un augment de l'impacte en categories com el canvi climàtic o la formació de partícules o del smog fotoquímic. ; The present thesis is about membrane technology implementation for two cases of water processes: nanofiltration (NF) to produce drinking water and membrane bioreactor (MBR) to treat wastewater effluent. The first part has evaluated NF capacity to reduce contents of disinfection by-products precursors, especially for trihalomethanes (THM). On the other hand, the second part is focused to evaluate MBR capacity to treat winery industry effluents giving the required quality for wastewater reclamation and reuse. NF membranes have been studied in laboratory set-up (flat-sheet module) and in pilot plant (18 spiral-wound elements). Initially, laboratory results allowed to select two of the ten membranes tested at this scale, in function of the permeability and the reduction of trihalomethane formation potential (THMFP). Most of the membranes rejected THMFP at levels of 95%, however the separation capacities in front of inorganic salts were highly variable, which may have important consequences in permeability and energy demands for a full-scale system. This study also considered factors influencing feed water quality for the NF membranes, such as seasonal variations and different catchments of raw water. Two NF membranes were selected in order to be compared simultaneously in a pilot plant. Under optimum conditions, good performances were obtained for both membranes. With the final aim to optimize treatment process, several aspects were evaluated simultaneously for each membrane: separation capacities for different inorganic and organic components, feed pressure requirements to operate with the same recovery for the same feed flow, pretreatment, initial flux decline and chemical cleaning efficiencies. Results obtained from both scales were compared to validate prediction for solutes rejection in a real plant from laboratory experiments, together with the calculations using suppliers¿ design software. Finally, in this work environmental impact for this technology was also evaluated by means of life cycle assessment (LCA), using pilot plant data and approximations for the NF implementation in a full-scale drinking water treatment plant (DWTP). Results indicated how increase the environmental impacts using NF in front of the current treatment, mainly as a result of higher energy demands during membrane process. These results have been correlated with results calculated by means of human health risk (HHR) assessment, developing a multicriteria tool in order to design a full-scale DWTP. Is important to note that carcinogenic risk index can be lowered near to 75%, associated to the reduction of THM precursor material (THMFP), if NF plant produces 100% of the final drinking water. On the other side, a MBR pilot plant was installed in the wastewater treatment plant (WWTP) to treat effluents of winery industry. Quality of effluents from the current conventional activated sludge (CAS) plant and from the MBR pilot plant was compared during the experimental campaign, demonstrating that MBR effluent presented a higher quality that accomplished with legislated requirements for some reuse applications. In addition, MBR technology was able to maintain permeability although organic loads fluctuations in winery industry take place, what demonstrated its applicability in this sector. Data obtained from MBR pilot plant were also employed to evaluate environmental impact associated to full-scale implementation of MBR technology, together with those obtained for the actual CAS system. Among other environmental impact categories, observed impacts related to wastewater emissions into water bodies (freshwater eutrophication) were diminished while impacts on climate change and particulate material (or photochemical compounds) formation were increased as a result of energy consumption. ; Postprint (published version)

La present tesi doctoral tracta de l'estudi de la tecnologia de membranes des d'un punt de vista aplicat: com és el cas de la nanofiltració (NF) pel tractament d'aigua potable i de l'ús d'un bioreactor de membranes (MBR) per la depuració d'aigües residuals. La primera part ha estudiat la capacitat de la NF per reduir el contingut de precursors de subproductes de desinfecció presents en l'aigua potable, especialment dels trihalometans (THM). En canvi, la segona part ha avaluat la capacitat de la tecnologia MBR per tractar els efluents de la indústria vinícola i dotar a l'aigua residual de la qualitat necessària per a la seva reutilització. Les membranes de NF s'han estudiat des d'escala laboratori, en configuració de mòdul pla, fins a planta pilot utilitzant 18 mòduls en espiral. Els estudis previs a nivell de laboratori han permès comparar 10 membranes comercials de NF en funció de la seva permeabilitat i capacitat de reducció del potencial de formació de trihalometans (PFTHM). La majoria d'elles permeten reduir el PFTHM en més del 95%, tot i que presenten rebutjos variables respecte les sals inorgàniques, fet que afecta la permeabilitat i consum energètic del sistema. En aquest estudi també es va tenir en compte com afecta la variabilitat estacional i el punt de captació sobre la qualitat de l'aigua d'entrada a les membranes. Es van seleccionar dues membranes per a l'estudi en paral·lel en la planta pilot obtenint un bon rendiment en ambdós casos sota condicions d'operació òptimes. Amb l'objectiu final d'optimitzar el procés de tractament, es van avaluar diferents aspectes: capacitat de separació de diferents components inorgànics i orgànics, requeriments de pressió d'entrada per treballar a igual recuperació per a un mateix cabal d'entrada, pretractament, reducció del flux inicial de permeat i efectivitat de les neteges químiques. Els resultats obtinguts a ambdues escales es van comparar per poder validar la predicció des del nivell de laboratori, juntament amb els programes de disseny dels proveïdors. Finalment, en aquest treball també es va avaluar l'impacte ambiental d'aquesta tecnologia mitjançant l'anàlisi de cicle de vida (ACV) utilitzant les dades obtingudes de la planta pilot i aproximacions per a una possible instal·lació a escala real de la NF. Els resultats d'aquest estudi indiquen un increment de l'impacte ambiental, respecte el procés actual, degut principalment al major consum energètic durant l'operació de les membranes. Combinant l'estudi d'ACV amb l'anàlisi de risc per a la salut humana en funció de la qualitat de l'aigua obtinguda s'ha desenvolupat una eina que ajuda al disseny del escalat de la planta real. De fet, en l'estudi s'observa que es pot arribar a obtenir una reducció del 75% del risc associat a la presencia de THM a l'aigua potable. D'altra banda, per avaluar la tecnologia MBR es va instal·lar una planta pilot a la depuradora d'una empresa vinícola. Durant els mesos d'operació es va comparar la qualitat dels efluents del sistema convencional i del MBR. Demostrant que el MBR presenta una qualitat final molt superior que en permet la seva reutilització en diferents aplicacions. També es va demostrar com la tecnologia MBR es capaç d'absorbir les variacions de càrrega i cabal que presenten els efluents d'aquesta indústria, fet que demostra la seva aplicabilitat en aquest sector. Les dades obtingudes d'aquesta planta pilot també es van utilitzar per avaluar l'impacte ambiental derivat de la implementació a escala real de la tecnologia MBR. Els resultats obtinguts es van comparar amb el procés existent, basat en la digestió aeròbica de fangs activats, on s'observa un trasllat de l'impacte entre vectors ambientals, degut a que la millora de la qualitat de l'aigua i per tant reducció en categories d'impacte ambiental com la eutrofització implica l'augment del consum energètic i per tant un augment de l'impacte en categories com el canvi climàtic o la formació de partícules o del smog fotoquímic. ; The present thesis is about membrane technology implementation for two cases of water processes: nanofiltration (NF) to produce drinking water and membrane bioreactor (MBR) to treat wastewater effluent. The first part has evaluated NF capacity to reduce contents of disinfection by-products precursors, especially for trihalomethanes (THM). On the other hand, the second part is focused to evaluate MBR capacity to treat winery industry effluents giving the required quality for wastewater reclamation and reuse. NF membranes have been studied in laboratory set-up (flat-sheet module) and in pilot plant (18 spiral-wound elements). Initially, laboratory results allowed to select two of the ten membranes tested at this scale, in function of the permeability and the reduction of trihalomethane formation potential (THMFP). Most of the membranes rejected THMFP at levels of 95%, however the separation capacities in front of inorganic salts were highly variable, which may have important consequences in permeability and energy demands for a full-scale system. This study also considered factors influencing feed water quality for the NF membranes, such as seasonal variations and different catchments of raw water. Two NF membranes were selected in order to be compared simultaneously in a pilot plant. Under optimum conditions, good performances were obtained for both membranes. With the final aim to optimize treatment process, several aspects were evaluated simultaneously for each membrane: separation capacities for different inorganic and organic components, feed pressure requirements to operate with the same recovery for the same feed flow, pretreatment, initial flux decline and chemical cleaning efficiencies. Results obtained from both scales were compared to validate prediction for solutes rejection in a real plant from laboratory experiments, together with the calculations using suppliers¿ design software. Finally, in this work environmental impact for this technology was also evaluated by means of life cycle assessment (LCA), using pilot plant data and approximations for the NF implementation in a full-scale drinking water treatment plant (DWTP). Results indicated how increase the environmental impacts using NF in front of the current treatment, mainly as a result of higher energy demands during membrane process. These results have been correlated with results calculated by means of human health risk (HHR) assessment, developing a multicriteria tool in order to design a full-scale DWTP. Is important to note that carcinogenic risk index can be lowered near to 75%, associated to the reduction of THM precursor material (THMFP), if NF plant produces 100% of the final drinking water. On the other side, a MBR pilot plant was installed in the wastewater treatment plant (WWTP) to treat effluents of winery industry. Quality of effluents from the current conventional activated sludge (CAS) plant and from the MBR pilot plant was compared during the experimental campaign, demonstrating that MBR effluent presented a higher quality that accomplished with legislated requirements for some reuse applications. In addition, MBR technology was able to maintain permeability although organic loads fluctuations in winery industry take place, what demonstrated its applicability in this sector. Data obtained from MBR pilot plant were also employed to evaluate environmental impact associated to full-scale implementation of MBR technology, together with those obtained for the actual CAS system. Among other environmental impact categories, observed impacts related to wastewater emissions into water bodies (freshwater eutrophication) were diminished while impacts on climate change and particulate material (or photochemical compounds) formation were increased as a result of energy consumption. ; Postprint (published version)

Vast areas have been subject to an active nature protection policy in Norway over the past decades. Sixteen per cent of the land mass on the mainland is now protected in one way or another, and national parks take up the greatest share of the protected land. In many regions throughout the world, national parks offer excellent opportunities for outdoor recreation and tourism activities. The social values of contact with nature and opportunities for nature-based activities are considered to be a key element of Norwegian /North European culture and tradition. Nature-based tourism is a rapidly growing sector of the tourism industry in many parts of the world. National parks have played a major part in this growth in many countries, because they tend to be associated with relatively pristine nature and beautiful scenery and they attract visitors seeking nature-based experiences. This PhD project explores the social dimension of sustainable tourism development in Norwegian national parks. The study reflects the paradigmatic shift in national park management policy, where the traditional view of protecting nature from human use is gradually being replaced by a vision of safeguarding both nature conservation and recreation/tourism interests. The increasing emphasis on the interests of visitors and local communities related to tourism activities suggests that social values are moving to the forefront of discourses on sustainable tourism development in national parks. The political backdrop for this new integrated management philosophy is rooted in the assumption that nature-based tourism in and around Norwegian national parks (which are typically located in remote mountain regions), represents promising opportunities for rural areas that are affected by the marginalisation of traditional industries, such as agriculture and forestry. Increasing visitation and more nature-based tourism products can potentially generate local jobs and income, and tourism therefore represents a way of stemming the outmigration of the resident populations. The integration of broader social interests in the emerging management regime has also arisen from criticisms of the traditional, expertdriven, segregated and top-down national park management strategies. The inclusion of local, experience-based knowledge, the involvement of community stakeholder interests and the anchoring of management processes and solutions at the local level are now being given political attention. In examining the social preconditions for sustainable tourism development in national parks, this PhD project analyses tourism interests in various ways: Visitor desires and concerns and the viewpoints of local tourism entrepreneurs are taken into consideration, as well as the views of other rural interests with a stake in the utilisation of national parks. Nasjonalparkriket ("The National Park Realm") was chosen as the case study area for the empirical study. This mountainous region is situated in the northern part of Oppland County in Norway. It comprises six municipalities with very high land coverage of protected areas, including six national parks. Visitors' Nature Orientations were examined through two surveys to achieve a detailed understanding of their main types of nature appreciation. The findings illustrate tourists' nature-related motives, values and attitudes and also their behavioural preferences in a nature setting. German, Dutch and Danish motor tourists visiting Norway were surveyed when leaving the country by ferry and four vital dimensions of Nature Orientations were identified: Inspiration, Recreation, Challenge and Sightseeing. Inspiration represents existential values and a strong emotional connectedness with landscape and nature; Recreation signifies the desire for tranquillity, peacefulness and physical relaxation in natural surroundings; Challenge represents the desire for demanding physical exercise and risk taking, and Sightseeing refers to interests in seeing sights and the appreciation of comfort aspects. An additional visitor survey among actual visitors in Nasjonalparkriket, supported these findings but the Sightseeing dimension was re-labelled Comfort due to the relative importance of the comfort aspect in the fourth dimension. Tourism facilities (and visitors' 'quests' for such facilities) in and around national parks can potentially match the different Nature Orientations, and the border survey showed that each of the four identified principal Quest for Facilities dimensions related to distinct nature interests: The Nature Orientations Challenge and Sightseeing supported the expressed wishes for extension and upgrading of "Tracks & signposts" within national parks. The desire for more grand scale "Infrastructure & services" was upheld by Nature Orientations Challenge and Sightseeing but was contested by Recreation. Moreover, "Food & accommodation" products mainly located outside parks were found to be particularly appealing to the Nature Orientation Sightseeing. The expansion of "Tours & interpretation" services and facilities in natural surroundings was supported by the Inspiration or Sightseeing orientations. Tourists who seek pleasures in natural surroundings tend to express great concern for the environment. In the survey among actual visitors in Nasjonalparkriket, respondents generally expressed a very low degree of acceptance for negative ecological impacts resulting from tourism activities and installations in the national parks. The Nature Orientation dimension Inspiration was associated with a particularly great concern for the wild reindeer habitat, raptor nesting and attrition on vegetation. On the other hand, both Comfort (Sightseeing) and Challenge orientations showed less environmental concern compared to visitors in general. The Quest for Facilities dimensions "Infrastructure & service" and "Food & accommodation" (i.e. tourism product interests upheld by Comfort (Sightseeing) and Challenge according to the border survey) fell into the latter domain, and were also (in relative terms) related to a higher degree of acceptance of negative ecological impacts. Tourists' Nature Orientations, Quest for Facilities and views on potential nature destruction (as revealed in the two surveys) represent important knowledge for managers who are looking to develop national parks into viable tourism attractions. In addition, local tourism entrepreneurs need to be aware of their guests' interests and concerns if they want to succeed. Local tourism stakeholders are often totally dependent on the natural resources contained in the protected areas. National park management policies and regulations represent opportunities and constraints for tourism activities, and thus have a direct influence on the prospects for tourism expansion. Qualitative interviews with local tourism stakeholders in Rondane and Jotunheimen national parks (within Nasjonalparkriket) revealed that, despite their general support for national parks status, they felt that the management planning processes and outcomes left a lot to be desired. First, the tourism representatives reported only minor involvement in the national park planning processes, and that they had very little input into the final planning arrangements. Second, they felt that management rules and regulations restricted opportunities for tourism related business operations within the parks. Third, respondents perceived a lack of competence among managers concerning business management and tourism development issues. In Rondane National Park, doubts were expressed about the necessity of the measures implemented to protect the wild reindeer, and the scientific evidence supporting these measures. In Jotunheimen National Park, respondents thought that sustainable tourism development should be more explicitly included in management visions and goals for the national park, and they called for a visitor strategy to be implemented. They also expressed a desire to be involved in the co-management of the park. Considerable investment in communication and relationship-building is likely to be required in these two parks to foster durable social links and trustworthy planning partnerships between responsible managers and local tourism stakeholders. Similar opinions were identified among local tourism stakeholders in a focus group study in the two national parks mentioned above. The traditional rural users (i.e. local landowners, farmers, etc.) of the national parks are social interests defining the freedom of action with respect to existing tourism activities and also new tourism industry initiatives. When exploring the opinions of both groups (i.e. local tourism entrepreneurs and traditional rural users) about tourism in the protected areas, there were few direct clashes of interest. However, contradictory views were evident amongst groups when discussing the need for genuine tourism growth in the area. The local tourism entrepreneurs demonstrated an 'openness to change' in order to sustain their businesses and the local community, whereas the traditional rural user interests had a more sceptical attitude and were afraid that new developments could change the character of their countryside and undermine rural lifestyles and the integrity of their local community. Viable directions for tourism development should therefore be negotiated between the two stakeholder interests. The main contribution of this dissertation is to highlight social preconditions for sustainable tourism development in a Norwegian national park setting. Both 'outsider' and 'insider' social perspectives (i.e. visitor and local stakeholder interests), are equally taken into consideration. Existing opportunities and constraints are discussed and issues of crucial importance for tourism advancement in the national parks are identified. ; Store naturområder er blitt vernet av norske myndigheter i de siste tiårene. 16 prosent av landarealene på Norges fastland er nå vernet i en eller annen form, og nasjonalparkene utgjør den største andelen av disse verneområdene. I mange land er nasjonalparkene svært godt tilrettelagte for rekreasjons- og turistaktiviteter. De sosiale verdiene som er knyttet til befolkningens nærhet til natur og mulighetene for naturbaserte aktiviteter og opplevelser blir ofte ansett som et kjerneelement i norsk/skandinavisk kultur og tradisjon. Naturbasert turisme er en raskt voksende sektor i mange deler av verden, og nasjonalparkene blir gjerne assosiert med godt bevart, verdifull natur og vakre landskaper, som tiltrekker seg et økende antall besøkende i mange land. I dette PhD-prosjektet rettes søkelyset mot den sosiale dimensjonen ved bærekraftig reiselivsutvikling i norske nasjonalparker. Studien reflekterer det pågående paradigmatiske skiftet i nasjonalparkpolitikken, der det klassiske naturvernet mot menneskelig bruk og påvirkning gradvis blir erstattet av forestillinger om at naturforvaltning i denne typen områder bør handle om å ivareta både naturhensyn og reiselivsinteresser. Den voksende oppmerksomheten omkring de besøkendes behov og den økende vektleggingen av lokalsamfunnsinteressene som er relatert til turistaktivitetene indikerer at de sosiale aspektene gradvis får større betydning i diskusjoner om bærekraftig reiselivsutvikling i nasjonalparkene. Det generelle politiske bakteppet for denne nyere, sosialt integrerte forvaltningsfilosofien er knyttet til en antakelse om at norske nasjonalparker, som gjerne er lokalisert i relativt perifere fjellregioner, representerer næringsmuligheter for bygdesamfunn som er blitt marginalisert i økonomisk henseende som følge av tilbakegang i tradisjonelle næringer som jordbruk og skogbruk. Mer besøk i nasjonalparkene og tilpassede naturbaserte reiselivstilbud kan potensielt skape arbeidsplasser lokalt og tilføre lokalsamfunnene nye inntekter. Utvikling av reiselivet fremstår derfor som et egnet redskap for å motvirke utflytting fra disse områdene. Innlemmingen av bredere sosiale interesser i det nye forvaltningsregimet kan også ses på som et svar på kritikken av den dominerende naturvitenskapelige, ekspertpregede og top-downorienterte forvaltningstradisjonen. Inkludering av både lokal og erfaringsbasert kunnskap, involvering av lokalsamfunnsinteresser og sikring av lokalt forankrede forvaltningsprosesser og -beslutninger blir nå i stadig større grad viet politisk oppmerksomhet. I denne studien av sosiale aspekter ved bærekraftig reiselivsutvikling i nasjonalparker rettes søkelyset både mot de besøkendes tilretteleggingsønsker og mot deres omtanke for naturmiljøet. I tillegg analyseres synspunktene på reiselivsutvikling i nasjonalparkene blant lokale reiselivsentreprenører og andre lokale brukerinteresser. Nasjonalparkriket i Nord-Gudbrandsdalen ble valgt som case for den empiriske undersøkelsen. Denne fjellregionen ligger i den nordlige delen av Oppland fylke, og omfatter seks kommuner med seks nasjonalparker, der en svært stor andel av arealet består av vernede landområder. Gjennom to surveyundersøkelser ble turistenes såkalte naturorienteringer belyst. Resultatene illustrerer turistenes naturrelaterte motiver, verdier og holdninger samt deres atferdspreferanser i et naturmiljø. Tyske, nederlandske og danske bilturister ble i den første surveyundersøkelsen bedt om å besvare et spørreskjema ved utreise fra Norge med ferge, og fire typer av naturorienteringer ble identifisert i denne grenseundersøkelsen: Inspirasjon, Rekreasjon, Utfordring og Sightseeing. Inspirasjon representerer eksistensielle verdier og en sterk emosjonell tilknytning til natur og landskaper. Rekreasjon står for ønsker om stillhet, ro og fysisk avkobling i naturomgivelser. Utfordring gjenspeiler ønsker om fysisk krevende aktiviteter og en viss risikoorientering. Sightseeing reflekterer interessen for å se attraksjoner og understreker betydningen av komfort på reisen. Den andre surveyundersøkelsen, en spørreundersøkelse blant faktisk besøkende i Nasjonalparkriket, bekreftet disse funnene, men her ble Sightseeing omskrevet til Komfort pga den sterke betydningen av komfortaspektene på den fjerde dimensjonen. De besøkendes uttrykte ønsker om tilrettelegginger av fasiliteter i og rundt nasjonalparkene kan i utgangspunktet tenkes å være knyttet til de ulike naturorienteringene. Grenseundersøkelsen blant de utenlandske bilturistene viste at hver av de fire identifiserte typene av fasilitetsønsker var relatert til hver av de fire typene av naturinteresser: Naturorienteringene Utfordring og Sightseeing understøttet ønskene om å utvide og oppgradere "Stier & skilter" inne i nasjonalparkene. Ønskene om mer storskala "Infrastruktur & service" ble opprettholdt av naturorienteringene Utfordring og Sightseeing, men var i liten grad relatert til Rekreasjon. Tilrettelagte turistprodukter innen "Mat & overnatting" utenfor nasjonalparkenes grenser hadde først og fremst appell til naturorienteringen Sightseeing, mens "Organiserte turer & formidling" i naturomgivelser var relatert til naturorienteringene Inspirasjon og Sightseeing. Turister som søker seg til naturområder er gjerne opptatt av vern av naturmiljøet. I undersøkelsen blant besøkende i Nasjonalparkriket uttrykte respondentene generelt sett lav grad av aksept for negative økologiske konsekvenser som følge av turistaktiviteter og turistmessig infrastruktur i nasjonalparkene. Naturorienteringsdimensjonen Inspirasjon var forbundet med en spesielt restriktiv holdning til negativ påvirkning av villreinhabitatet, rovfuglenes redebygging og slitasje på vegetasjonen. På den andre siden viste både orienteringene knyttet til Komfort (Sightseeing) og Utfordring større grad av aksept for negative økologiske virkninger. De som ønsket "Infrastruktur og service" og "Mat & overnatting" (dvs. fasilitetsønsker opprettholdt av Komfort /Sightseeing og Utfordring i følge grenseundersøkelsen) falt inn i den siste kategorien, der det var en relativt sett høy grad av aksept for negative økologiske virkninger. Turisters naturorienteringer, fasilitetsønsker og oppfatninger av potensielle naturødeleggelser, slik det ble avdekket i de to surveyundersøkelsene, er viktig kunnskap for forvaltningsmyndigheter som ønsker å utvikle nasjonalparkene til bærekraftige turismeattraksjoner. I tillegg må lokale reiselivsentreprenører ha kjennskap til gjestenes interesser og innsikt i deres miljøengasjement dersom de skal kunne overleve. De lokale næringsaktørene er dessuten helt avhengige av naturressursene som finnes inne i nasjonalparkene. Forvaltningspolitikk og -reguleringer representerer muligheter og begrensninger for turismeaktiviteter og har dermed direkte betydning for utviklingen av reiselivet i nasjonalparkene. Kvalitative intervjuer med lokale reiselivsaktører i Rondane og Jotunheimen nasjonalparker (som begge er lokalisert innenfor Nasjonalparkriket) viste at disse entreprenørene så fundamentale mangler ved både forvaltningsplanprosesser og - bestemmelser, til tross for at de generelt støttet nasjonalparkstatusen for disse fjellområdene: For det første rapporterte aktørene om bare minimal, reell involvering i nasjonalparkenes forvaltningsplanprosesser, og de uttrykte at de hadde hatt liten innflytelse på de endelige vedtakene som ble fattet. For det andre opplevde de at reguleringene begrenset mulighetene for turistaktiviteter inne i nasjonalparkene. For det tredje pekte de på at forvaltningen mangler kompetanse både på forretningsvirksomhet og reiselivsutvikling. I Rondane ble det uttrykt tvil om nødvendigheten av de strenge tiltakene for å beskytte villreinen og det vitenskapelige grunnlaget for disse initiativene. I Jotunheimen mente de lokale reiselivsaktørene at bærekraftig reiselivsutvikling burde bli eksplisitt inkludert i forvaltningens visjoner og målsettinger for nasjonalparken, og de ønsket iverksetting av en besøksstrategi for dette verneområdet. De ville også gjerne bli delaktige i forvaltningen av parken. Betydelige investeringer i kommunikasjon og relasjonsbygging er trolig påkrevd i disse to parkene for å utvikle tillitsfulle og varige sosiale bånd mellom forvaltningsmyndighetene og de lokale reiselivsaktørene. Liknende synspunkter ble identifisert blant lokale reiselivsentreprenører i en fokusgruppeundersøkelse i de to nevnte nasjonalparkene. De tradisjonelle bruksinteressene (dvs. lokale grunneiere, bønder etc.) i nasjonalparkene er sosiale interesser som kan tenkes å sette rammer for reiselivsaktivitetene og dermed også påvirke nye initiativ i reiselivsnæringen. Analysene av alle fokusgruppene (dvs. både blant de lokale reiselivsaktørene og de tradisjonelle brukerinteressene i de to parkene) viste at det var få eksisterende konflikter mellom de ulike interessene. Men ulike synspunkter kom til uttrykk når behovet for fortsatt vekst i turismen i området ble diskutert. De lokale reiselivsaktørene viste en "åpenhet for forandring" for å videreutvikle reiselivet og livskraften i lokalsamfunnet, mens de tradisjonelle brukerinteressene hadde en mer skeptisk holdning og var engstelige for at rask reiselivsvekst kunne endre områdets karakter og underminere lokal livsstil og bygdesamfunnets integritet. Bærekraftige løsninger for videre reiselivsutvikling i området bør derfor framforhandles mellom disse ulike lokale brukerinteressene. Det viktigste bidraget i dette PhD-prosjektet har vært å analysere de sosiale forutsetningene for bærekraftig reiselivsutvikling i norske nasjonalparker. De sosiale aspektene er belyst gjennom både "utenfra"- og "innenfra"-perspektiver, dvs. at interessene til så vel besøkende turister som lokale næringsutøvere er inkludert i denne avhandlingen. ; Norges Bondelag ; Nasjonalparkriket

Einführung -- Einführung -- Die Rechtsquellen -- I. Allgemeines -- II. Common Law (Gemeines Recht) -- III. Equity (Billigkeitsreeht) -- IV. Case Law (Fall- oder Spruchreeht) -- V. Statute Law (Gesetzesrecht) -- VI. Law Reports (Urteilssammlungen) -- VII. Studium der englischen Rechtsquellen -- VIII. Geltungsgebiet des englischen Rechtes -- IX. Literaturverzeichnis -- X. Gesetzesverzeichnis -- Erster Teil Das Personenrecht -- Erstes Kapitel. Personen, Rechtsfähigkeit. -- I. Begriff -- II. Der Mensch -- III. Juristische Personen -- Zweites Kapitel. Die Handlungsfähigkeit. -- I. Begriff -- II. Minderjährigkeit -- III. Geisteskrankheit -- IV. Ehefrauen -- V. Unentlastete Gemeinschuldner -- VI. Verbrecher -- VII. Ausländer -- Drittes Kapitel. Die Verwandtschaft. -- I. Begriff -- II. Blutsverwandtschaft -- III. Berechnung der Verwandtschaft -- IV. Ehegatten -- V. Schwägerschaft -- Viertes Kapitel. Die Staatsangehörigkeit (nationality). -- I. Begriff -- II. Erwerb -- 1. Geburt auf britischem Boden -- 2. Abstammung -- 3. Geburt auf britischen Schiffen -- 4. Heirat -- 5. Naturalisation -- III. Verlust -- 1. Widerruf der Einbürgerung -- 2. Erwerb einer anderen Staatsangehörigkeit -- 3. Heirat -- 4. Verzieht bei Doppelbürgerrecht -- 5. Verzieht bei Naturalisation als Minderjähriger -- 6. Verzieht bei Wiederaufnahme in das frühere Bürgerrecht -- Fünftes Kapitel. Das Domizil (domicil). -- I. Begriff -- II. Residence und home -- III. Arten des Domizils -- 1. Freiwilliges Domizil -- 2. Notwendiges Domizil (Ehefrau, Kinder, Geisteskranke) -- IV. Domicil of origin (Domizil der Geburt) -- V. Domicü of choice (Domizil der Wahl) -- VI. Vorteile des Domizilprinzips -- Sechstes Kapitel. Anfang und Ende der Persönlichkeit. -- I. Begriff der Person -- II. Todesvermutung -- III. Beweis -- Siebentes Kapitel. Namensreeht. -- I. Namengebung -- 1. Geburt -- 2. Heirat -- 3. Gewohnheitsmäßige Anwendung -- II. Änderung des Namens -- 1. Änderung durch Gesetz -- 2. Änderung mit königlicher Zustimmung (Royal Licence) -- 3. Änderung durch einseitige Erklärung (deed poll) -- Achtes Kapitel. Die Beurkundung des Personenstandes. -- Zweiter Teil. Das Familienrecht -- Erster Abschnitt. Die Eheschließung. -- Erstes Kapitel. Das Verlöbnis. -- I. Begriff -- II. Verlöbnisbruch -- Zweites Kapitel. Ehefähigkeit. -- I. Alter der Ehemündigkeit -- II. Zurechnungsfähigkeit -- III. Einwilligung von Eltern oder Vormund -- Drittes Kapitel. Ehehindernisse. -- I. Verbot der Verwandtenehe -- II. Bestehende Ehe (bigamy) -- III. Sterilität und Impotenz -- IV. Wiederverheiratung -- Viertes Kapitel. Die Form der Eheschließung. -- I. Kirchliche Ehe -- 1. nach vorausgegangenem öffentlichen Aufgebot -- 2. ohne Aufgebot -- II. Zivilehe -- 1. mit standesamtlichem Aufgebot -- 2. ohne standesamtliches Aufgebot -- III. Internationales Eherecht -- Zweiter Abschnitt. Prozesse in Ehesachen (matrimonial proceedings). -- Erstes Kapitel. Allgemeine Bestimmungen. -- I. Klageinhalt -- II. Zuständigkeit -- III. Vorsorgliche Maßnahmen -- 1. Unterhalt der Frau -- 2. Zuteilung der Kinder -- IV. Prozeßkosten -- Zweites Kapitel. Wiederherstellung der eheliehen Rechte (restitution of conjugal rights). -- I. Begriff -- II. Voraussetzungen -- III. Urteil und Nebenfolgen -- IV. Zuständigkeit -- Drittes Kapitel. Gerichtliche Trennung (judicial separation); separation orders and protection orders. -- I. Gerichtliche Trennung 1. Begriff. 2. Trennungsgründe. 3. Einreden. 4. Folgen. 5. Zuständigkeit -- II. Separation orders 1. Allgemeines. 2. Wirkung -- III. Protection orders -- Viertes Kapitel. Die Ehescheidung (divorce). -- I. Scheidungsgründe -- II. Einreden des beklagten Ehegatten -- 1. Abweisung der Klage. -- a) Zustirnmung (connivance); -- b) Verzeihung (condonation); -- c) Collusion. -- 2. Abweisung im Ermessen des Gerichtes -- III. Nebenfolgen -- 1. Zuteilung der Kinder -- 2. Ökonomische Folgen -- 3. Genugtuung vom ehebrecherischen Dritten -- 4. Höhe des Schadenersatzes -- IV. Zuständigkeit englischer Gerichte -- V. Ausländische Scheidungsurteile -- VI. Verfahren (proceedings) -- Fünftes Kapitel. Nichtigkeit und Anfechtbarkeit der Ehe (nullity). -- I. Nichtige Ehen -- II. Anfechtbare Ehen -- III. Zuständigkeit -- Sechstes Kapitel. FeststeUungsklagen über eheliche Verhältnisse (jactitation of marriage und legitimacy declarations). -- I. Jactitation of marriage -- II. Legitimacy declarations -- Dritter Abschnitt. Die persönliche Stellung der Ehegatten. -- Erstes Kapitel. Allgemeine Bestimmungen. -- I. Domizil, Nationalität, Name, Vermögen -- II. Cohabitation -- III. Maintenance -- IV. Ordnung gestörter Ehen -- Zweites Kapitel. Die Stellung der Frau. -- I. Vertretung der ehelichen Gemeinschaft -- II. Handlungs- und Prozeßfähigkeit der Frau -- Vierter Abschnitt. Die Vermögensverhältnisse der Ehegatten. -- Erstes Kapitel. Ordentlicher Güterstand ohne Ehevertrag. -- I. Prinzip der Gütertrennung -- II. Begriff des getrennten Vermögens (separate property) -- III. Geschenke zwischen Ehegatten -- IV. Forderungen unter Ehegatten; Konkurs -- V. Restraint of anticipation -- VI. Haftung des Mannes -- 1. Für Schulden der Frau in Vertretung der Gemeinschaft -- 2. Voreheliche Schulden der Frau -- 3. Schulden der Frau während der Ehe -- VII. Torts, unerlaubte Handlungen der Frau während der Ehe -- VIII. Ausschließliche Haftung des Frauengutes -- IX. Die Frau als Stellvertreterin ihres Mannes -- Zweites Kapitel. Eheverträge (marriage settlements). -- I. Eigentliche Ehevertäge -- II. Separation deeds (Trennungsverträge) -- Fünfter Abschnitt. Die Kinder. -- Erstes Kapitel. Das eheliche und das uneheliche Kind. -- I. Das eheliche Kind -- II. Vermutung der Ehelichkeit -- III. Legitimation durch die nachfolgende Ehe der Eltern -- IV. Das uneheliche Kind -- 1. Altes Recht -- 2. Neues Recht -- Zweites Kapitel. Das Adoptivkind (adoption). -- I. Voraussetzungen der Annahme -- II. Wirkung der Eondesannahme -- III. Form der Eondesannahme -- Drittes Kapitel. Rechte und Pflichten der Eltern. -- I. Die elterliche Vormundschaft -- II. Pflichten der Eltern -- 1. Schutz und Erziehung -- 2. Unterhalt -- 3. Unterhaltspflicht des Vaters -- 4. Unterhaltspflicht der Mutter -- 5. Unterhalt des unehelichen Kindes -- 6. Vermögensverwaltung, Vertretung der Bonder -- III. Pflichten der Kinder -- Sechster Abschnitt. Die Vormundschaft (guardian and ward). -- Erstes Kapitel. Die Vormundschaftsbehörden. -- I. Vormundschaftsbehörden für Kinder -- II. Vormundschaftsbehörden für Geisteskranke -- 1. Das Gericht -- 2. Masters in lunacy -- 3. Board of control -- III. Vormundschaftsbehörden für verurteilte Verbrecher -- IV. Zuständigkeit; internationale Konfliktsfälle -- 1. Minderjährige -- 2. Geisteskranke -- Zweites Kapitel. Das Amt und die Amtsführung des Vormundes. -- I. Vormund für die Person -- II. Vormund für das Vermögen -- III. Die Führung der Vormundschaft -- Drittes Kapitel. Die Bevormundungsfälle, das Bevormundungsverfahren. -- I. Minderjährigkeit -- II. Geisteskrankheit und Geistesschwäche -- 1. Vormund für die Person -- 2. Vormund für das Vermögen (committee of the estate) -- III. Verurteilte Verbrecher -- Dritter Teil. Das Sachenrecht -- Erste Abteilung. Das Recht an Grundstücken -- Erster Abschnitt. Begründung und Formen des Eigentums. -- Erstes Kapitel. Tenures (Besitzestitel). -- I. Begriff -- II. Freehold (Freies Eigentum) -- III. Copyhold -- IV. Leasehold (Recht auf Zeit, Pachtrecht) -- Zweites Kapitel. Estates (Arten des Eigentunisbesitzes). -- I. Begriff -- II. Estate in fee simple (unbeschränktes Eigentum) -- III. Estate for life (lebenslängliches Besitzrecht) -- IV. Estate in tail (erbrechtlich beschränktes Eigentum) -- Drittes Kapitel. Reversion and remainder (Rückfallrecht und Anwartschaft). -- I. Bestellung mehrerer aufeinanderfolgender estates -- II. Beispiel -- III. Reversion (Rückfallrecht) -- IV. Remainder (Anwartschaft) -- Viertes Kapitel. Gemeinschaftliches Eigentum; co-ownership. -- I. Begriff -- II. Joint tenancy (Gesamteigentum) -- III. Tenancy in common (Miteigentum) -- IV. Co-parcenary -- Zweiter Abschnitt. Dingliche Rechte erster Ordnung; legal estates and interests. -- Erstes Kapitel. Legal interests and equitable interests. -- Zweites Kapitel. Estate in fee simple (unbeschränktes Eigentum). -- Drittes Kapitel. Term of years absolute; leasehold estate (Recht auf Zeit, Pachtrecht). -- I. Begriff -- II. Arten -- 1. Lease for a term of years (Recht auf Zeit) -- 2. Lease from year to year (Pachtrecht von Jahr zu Jahr) -- 3. Estate at will (zugestandener Besitz) -- 4. Estate by sufferance (geduldeter Besitz) -- III. Form des Pachtvertrages, Folgen von Formfehlern -- IV. Verpflichtungen des Verpächters (lessor) -- 1. Zusicherung des ungestörten Besitzes (quiet enjoyment) -- 2. Gewährleistung der Eignung für den beabsichtigten Zweck (warranty for fitness) -- V. Verpflichtungen des Pächters (lessee) -- 1. Veränderungen am Grundstück (waste) -- 2. Reparaturen (repairs) -- VI. Rechte des Verpächters (lessor) -- 1. Zins (rent) -- 2. Recht auf Selbstpfändung (distress) -- 3. Vorzeitige Auflösung des Vertrages (re-entry) -- VII. Rechte des Pächters (lessee) -- 1. Das Recht auf emblements -- 2. Das Recht auf estovers -- VIII. Veräußerung des Rückfallrechtes und Unterpacht (underlease) -- 1. Veräußerung des Rückfallrechtes (reversion) -- 2. Veräußerung des Pachtrechtes und Unterpacht -- IX. Beendigung der Pacht -- 1. Zeitablauf -- 2. Kündigung -- 3. Untergang durch Vereinigung (merger) -- 4. Verwirkung (forfeiture) -- 5. Rückgabe (surrender) -- Viertes Kapitel. Beschränkte dingliche Rechte (incorporeal hereditaments). -- I. Begriff -- II. Allgemeine Grundsätze -- III. Arten der beschränkten dinglichen Rechte -- 1. Easements -- 2. Profits à prendre -- 3. Franchises -- Fünftes Kapitel. Grundrente (rentcharge). -- I. Begriff -- II. Entstehung von Grundrenten -- III. Rechte des Grundrentengläub.

Propuesta de disertación presentada al Programa de Pos-Graduación en Políticas Públicas y Desarrollo (PPGPPD), de la Universidad Federal da Integración Latino- Americana, como requisito para la obtención del titulo de Magister en Políticas Públicas y Desarrollo. Orientador: Prof. Dr. Antonio de la Peña e Co-orientadora: Prof. Dra. Ángela Erazo ; Colombia es uno de los países de Latinoamérica con significativa diversidad étnica y cultural, tanto en contextos rurales como urbanos. Sin embargo, a pesar de la presencia histórica, los grupos étnicos fueron reconocidas como grupos diversos y culturalmente significativos en la Constitución Política de 1991. La cual, en teoría, crea un nuevo marco jurídico que prohíbe la discriminación y establece nuevas medidas políticas con el objetivo de superar la exclusión que han sufrido los grupos étnicos por siglos. Este reconocimiento constitucional es un asunto reciente, pero sus luchas por una educación pertinente que reconozca la diversidad cultural del país no son nuevas, en donde el derecho a una educación ha adquirido un lugar fundamental en las demandas de los grupos étnicos a través del accionar desde la década de los setenta por una educación propia y que hoy es visible en la creación de la primera institución de educación superior llevada por un movimiento social. Así, teniendo en cuenta lo anterior, nuestra investigación tiene como objetivo realizar una descripción y análisis de los avances normativos por una política de Educación Superior para grupos étnicos en Colombia desde la década de los noventa a la actualidad, haciendo énfasis en los procesos que lleva adelante organizaciones sociales indígenas, como es el caso del Consejo Regional Indígena del Cauca (CRIC) y su proyecto Universidad Autónoma Indígena Intercultural (UAIIN), UAIIN, enmarcado en su Programa de Educación Bilingüe Intercultural (PEBI), donde la metodología adoptada es predominantemente cualitativa, de carácter descriptivo, donde fue usado algunas técnicas de pesquisas como: descripción, compilación, clasificación y análisis en fuentes escritas primarias y secundarias, concluyendo que en el país, desde mediados de la década de los noventa, la educación étnica es una política estatal que prima proteger la diversidad cultural y promover el multiculturalismo, sin embargo, estos desarrollos normativos han sido muy limitados y en muchos casos la política general ignora el carácter multicultural y multilingüe de la población ; Colômbia é um dos países da América Latina com significativa diversidade étnica e cultural, tanto em contextos rurais quanto urbano. No entanto, apesar da presença histórica, os grupos étnicos foram reconhecidos como grupos diversos e culturalmente significativos na Constituição Política de 1991. O que, em teoria, cria um novo marco legal que proíbe a discriminação e estabelece novas medidas políticas com o objetivo de superar a exclusão sofrida por grupos étnicos durante séculos. Este reconhecimento constitucional é uma questão recente, mas suas lutas por uma educação pertinente que reconheça a diversidade cultural do país não são novas, onde o direito à educação adquiriu um lugar fundamental nas demandas dos grupos étnicos por meio da ação dos mesmos na década dos setenta por uma educação própria e que é visível hoje na criação da primeira instituição de ensino superior liderada por um movimento social. Assim, tendo em conta o exposto, a nossa pesquisa pretende fazer uma descrição e analise dos avanços normativos por uma politica de ensino superior para grupos étnicos na Colômbia a partir dos anos noventa até o presente, enfatizando os processos realizados por organizações sociais indígena, como e o caso do Conselho Regional Indígena de Cauca (CRIC) e seu projeto Universidade Autónoma Indígena Intercultural (UAIIN), dentro de seu Programa de Educação Bilingue Intercultural (PEBI), onde a metodologia adotada e predominantemente qualitativa, de caráter descritiva, onde foi usado algumas técnicas de pesquisas como: descrição, compilação, classificação e análise em fontes escritas primárias e secundárias, concluindo que no país, desde meados da década nos noventa, a educação étnica é a politica estatal que visa proteger esta diversidade cultural e promover o multiculturalismo, mas os seus desenvolvimentos têm sido muito limitados e em muitos casos, a politica geral ignora o caráter multicultural e multilíngue da população ; Colombia is one of the countries of Latin America with significant ethnic and cultural diversity, both in rural and urban contexts. However, despite the historical presence, ethnic groups were recognized as diverse and culturally significant groups in the 1991 Political Constitution. Which, in theory, creates a new legal framework that prohibits discrimination and establishes new policy measures aimed at overcoming the exclusion that ethnic groups have suffered for centuries. This constitutional recognition is a recent issue, but their struggles for a relevant education that recognizes the country ́s cultural diversity are not new, where the right to education has acquired a fundamental place in the demands of ethnic groups through action since the 1970s for their own education and which is now visible in the creation of the first institution of higher education led by a social movement. Thus, considering the foregoing, our research aims to carry out a description and analysis the progress made by a policy if higher education for ethnic groups in Colombia since the 1990s to the present, emphasizing the processes carried out by indigenous social organizations, such as the Regional Indigenous Council of Cauca (CRIC) and its project Indigenous Intercultural Autonomous University (UAIIN), as part of its Bilingual Intercultural Education Programmed (PEBI), where a methodology adopted is predominantly qualitative, of a descriptive nature, where some research techniques will be used, such as: description, compilation, classification and analysis in primary and secondary written sources, concluding ha in the country, since the nineties the ethnics education is the state policy aimed at protecting this cultural diversity and enhancing the multiculturalism, but its developments have been very limited and in many cases the implementation of the general policy, ignoring this multicultural and multilingual character of the population

Глибинні трансформації сучасного українського суспільства торкаються всіх сфер людського життя, викликаючи різноманітні емоційно-оціночні реакції громадян на соціальні зміни та на власний статус у соціумі. Соціальне самопочуття населення є чинником, урахування якого має велике значення для розвитку всіх суспільних сфер, вибору векторів соціальних перетворень.У статті обґрунтована актуальність дослідження соціального самопочуття студентської молоді у зв'язку з її місцем у соціальній структурі суспільства, викладено методологічні засади дослідження соціального самопочуття студентства як соціальної верстви, висвітлено характеристики студентства у контексті сучасних суспільних трансформацій. Розкрита сутність основних теоретичних підходів до вивчення соціального самопочуття студентської молоді в умовах соціальних змін, висвітлені потреби студентства, які задовольняються у процесі навчання у вищому навчальному закладі, суспільній діяльності та особистісній взаємодії у студентському середовищі.Уточнено сутність понять «соціальне самопочуття», «студентська молодь», «освітні потреби». Охарактеризовано потреби студентства як специфічної верстви, приділено увагу комплексу соціальних потреб студентської молоді, які задовольняються за допомогою інституту освіти. ; Today, when the Ukrainian society is experiencing an extremely severe crisis, the problems that associated with the social well-being of people are very relevant. Social well-being of people is, on the one hand, an indicator of the attitude of people to the situation prevailing in a transformational society, and on the other hand, it is an indicator of the population's social adaptive resources, available under such conditions.The social processes that determine the social well-being of students are of particular importance as students represent the potential intellectual, political, economic, and cultural elite of society. Studying the essence and main features of the social well-being of modern student Youth helps to determine the main dominant processes of society's reforms, to create a theoretical basis for the effective prediction of various social transformations.Studying this issue requires the definition of the theoretical basis and the correct definition of concepts, related to the above-mentioned problem. This determines the choice of the topic of the article. The purpose of the research is to highlight the theoretical aspects of studying of social well-being of students as a specific social group. «Social well-being» consists of two categories («social» and «well-being»). «Social» is viewed as a kind of social life together with economic, political, ethical phenomena, and as something intermediate that exists on the verge of these forms of social life. Under the notion «social», the set of certain features and features of social relations is understood. It is integrated by individuals or communities into the process of joint activity in specific conditions, that shows itself in their relationship, attitude to their place in society, phenomena and processes of social life.The concept of «feeling» means the emotional state of a person, caused by the relation to the surrounding reality (people, their actions, certain phenomena, etc.), and also to the person itself. Social well-being is a concept that includes both physical and psychological well-being, as well as a feeling, how comfortable or uncomfortable each person feels in society. Social health, unlike physical or psychological, depends greatly on the environment in which a person lives, whom he constantly compares himself with and his own achievements. Social feelings, arising in the process of the social interaction, act as a regulator of human behavior and play a role of filter in the perception of new information.The social well-being reflects the generalized emotional and sensory reactions, assessments, thoughts and attitudes of the population of the country both as a whole and individual groups in their relation to various social phenomena, processes and institutions. This indicator makes it possible to identify the most painful and vulnerable points in the social sphere, points that bring a certain threat to the further development of society, act as barriers and brakes on the way of its further progress. Fixation and analysis of such «voltage points» is a prerequisite for timely measures taken by the authorities and non-governmental organizations, aimed at their overcoming.As a generalized productive characteristic of people's adaptation to the modern life conditions, social well-being consists of three components: the internal state of man (health, mood, sense of happiness, optimism); assessment of external conditions (perception of their own state); life in new conditions. Indicators of social well-being are: state of satisfaction by the level and quality of life, social status, the level of social adaptation to new conditions, health status and the nature of factors that caused concern to citizens. The social well-being of a person is determined by the ways of the satisfaction of social needs. These ones are derived from the system of social goods in the society, production and distribution of them. In our opinion, a significant factor that affects the social well-being is the internal reserves of a person (state of health, level of intellectual and cultural development, professional skills, communicative competence, etc.), which are a prerequisite for access to social benefits. The above-mentioned personality's characteristics are formed through the education and upbringing.The main approaches, within which the knowledge about such complex socio-psychological phenomenon as social well-being was originated, filled and improved, are: philosophical, biological, medical, economic, socio-political, socio-psychological and sociological approaches. Studying the social well-being of students requires identification of its features as a social stratum. By their characteristics, contemporary students are quite different from all other segments of the population. First of all, they differ by their ideological formation, mobility of influence and their kinds of needs, that determine their social well-being heavily.Students form the full-fledged and independent socio-cultural community, which, being active due their education and functioning in the system of higher education, acts as an object of such kind of production, the subject of which is not a thing, but a person. Therefore, the main function of this production is educational activity. Student Youth is a very intense projection, a focus group of the future society as a whole. An essential feature of the student, related to his social well-being, is the availability of educational needs.Educational need is such kind of need that arises from the contradiction between the available and the required (desired) level of education and induces the subject to eliminate this contradiction. Educational needs are the complex of social needs of the subject (person, group, society), which are satisfied through the system of education. Educational needs are not identical to needs for knowledge, although they are directly related to it. They relate to such social needs as the need for growth, self-expression, recognition, promotion, and other social needs that characterize the desirable social status.In our opinion, educational needs can be defined as the needs for the formation of those personal qualities that contribute to personal self-realization and the formation of such personal qualities in the field of education, which make it possible to obtain the desired social benefits and to improve the social well-being of the individual. These qualities can be formed by means of education and are as follows: high level of intellectual development; theoretical knowledge and practical skills, necessary for the professional activity; communicative skills and a high level of culture; personal qualities (integrity, work ability, creativity, etc.). Education is a factor which allows forming and accumulating such socially significant qualities in the personal arsenal of individuality that enable people to receive the benefits, satisfy the urgent needs and, thus, to improve their social well-being. ; Глубинные трансформации современного украинского общества касаются всех областей человеческой жизни, вызывая разнообразные эмоционально-оценочные реакции граждан на социальные изменения и на собственный статус в обществе. Социальное самочувствие населения является фактором, который играет большую роль в развитии всех сфер общества, в выборе векторов социальных преобразований. В статье обоснована актуальность исследования социального самочувствия студенческой молодежи в связи с ее местом в социальной структуре общества, изложены методологические основы исследования социального самочувствия студенчества как социальной группы, освещены характеристики студенчества в контексте современных общественных трансформаций. Раскрыта сущность основных теоретических подходов к изучению социального самочувствия студенческой молодежи в условиях социальных изменений, освещены потребности студенчества, которые удовлетворяются в процессе обучения в высшем учебном заведении, общественной деятельности и личностном взаимодействии в студенческой среде.Уточнена сущность понятий «молодежь», «студенческая молодежь», «образовательные потребности». Охарактеризованы потребности студенчества как специфического слоя, уделено внимание комплексу социальных потребностей студенческой молодежи, которые удовлетворяются при помощи института образования.

Issue 36.1 of the Review for Religious, 1977. ; REVIEW FOR RELIGIOUS IS edited by faculty members of St Louis University, the editorial offices being located at 612 Humboldt Braiding, 539 North Grand Boule-vard; St. Louis, Missouri 63103. It is owned by the Missouri Province Educational Institute; St. Louis, Missouri. Published bimonthly and copyright @ 1977 by REVIEW FOR RELIGIOUS. Composed, printed, and manufactured in U.S.A. Second class postage paid at St. Louis, Missouri. Single copies: $2.00. Subscription U.S.A. and Canada: $7.00 a year; $13.00 for two years; other countries, $8.00 a year, $15.00 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 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. Daniel F. X. Meenan, S.J. Robert Williams, S.J. Joseph F. Gallen, S.J. Jean Read Editor Associate Editor Questions and Answers Editor Assistant Editor January 1977 Volume 36 Number I Renewals, new subscriptions, and changes of address should be sent to REVIEW I~OB R~L~GXOUS; 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 B~vi~w Foa R~LmlOUS; 612 Humboldt Building; 539 North Grand Boule-vard; 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. Review for Religious Volume 36, 1977 Editorial Offices 539 North Grand Boulevard Saint Louis, Missouri 63103 Daniel F. X. Meenan, S.J. Robert Williams, S.J. Joseph F. Gallen, S.J. Miss Jean Read, Editor Associate Editor Questions and Answers Editor Assistant Editor Review ]or Religious is published in January, March, May, July, September, and November 6n the fifteenth cff the month. It is indexed in the Catholic Periodical and Literature Index and in Book Review Index. A microfilm edi-tion of Review ]or Religious is available from University Microfilm; Ann Arbor, Michigan 48106. Copyright (~) 1977 by Review ]or Religious. Sand Traps for Renewal Programs Francis Blouin, F.I.C. Brother Blouin, who has written for REVIEW FOR RELI~31OUS before, has recently completed six years of service as provincial, an,d is presently enrolled in a full-time doctoral program in theology at Fordham University. He resides at 93 Park Terra'ce West; New York, NY 10034. ' For more than. ten years now, most of the communities of religious in the United States have made valiant efforts to be attentive to the injunction of Vatican II, Renew Thyself. Considerable energy, valuable time, impressive sums of~ money were expended in a host of activities and programs, in seminars and renewal sessions, in chapters and mini-chapters, in experi-mentation and adaptation. Many congregations which have .not initiated . renewal programs are either dead or dying; however, those that are involved in renewal efforts are not necessarily alive and well. Though it is impossible accurately to evaluate this determined effort, I would like to reflect in the following pages upon some Of the factors which might,have vit.iated the .dreams and the programs so optin~istically conceived and so enthusiastically endorsed. This exercise might ,appear quite negative, but it can help direct our thinking-in an area of renewal that might offer more chance of success, or discover a few,.of the reasons why some pro-grams have produced disappointing results. During the past six years, I was involved in a number oLrenewal pro-grams and was an active member of the Conference of Major Superiors of Men. The following reflections are based in great part upon my. personal observations and my prolonged discussions with superiors, of men.~ My"con-tacts with~religious superiors of women lead me to surmise that the results of their renewal activities are quite similar to those of men religious, though somewhat more encouraging. 4 / Review [or Religious, Volume 36, 1977/1 I would classify the sources of tension and frustration in the renewal effort under six headings: 1) Con,versiOn o] Heart; 2)Interiorization of Re-ligious Values; 3) Psychological Factors; 4) American Success Ethic; 5) Influence of Mass Media; and 6) Fragmentation. Conversion of Heart I am absolutely convinced that the most significant factor for the failure of many renewal programs was the fact that too often renewal efforts were based upon external programs which did not lead to a true conversion of heart. We cannot convert ourselves, let alone convert others. Yet we know that the Lord is ever calling us to greater love and fidelity and asking us only to remove the obstacles to his presence. In some religious communities in the 50's and 60's, community prayers were too often a ritualization of set formulas rather than an encounter with the living God present to all life. The prayer life of many religious was based upon an inadequate spiritual formation without sound scriptural basis. Furthermore, most religious were encouraged to develop a certain discretion, even circumspection, in speaking of their God-experiences. Spon-taneous shared prayer was seen as a threat to spiritual modesty and some even hesitated to speak freely and openly to their spiritual director (when they had one!). Thus, prayer was often considered a community activity rather tha~n a personal encounter with the Lord. Unfortunately, some of the religious who were most faithful and regular to the traditional forms of prayer were adamant against any change or adaptation and thus created a negative tension, while some of the most dedi-cated individuals openly questioned the need for prayer, further discrediting the God-encounter. In the 60's, when many communities granted religious considerable freedom in their prayer life, many religious simply ceased to pray rather than replace community prayers by longer, more intense periods of individ-ual prayer. Pragmatic, work-oriented Americans had been educated to recite prayers, to chant psalms, to meditate cognitively, but had been given woefully little education in contemplation and little incentive to be open to this vital form of prayer. They had been so active doing that they forgot that prayer was: .waiting, receiving, listening, centering, contemplating, creating a void, being open to the small still voice within, being present to a Presence. While they scurried from program to program and from .activity to activity, they'forgot to sit attentively and listen to the Lord speaking within. Man~y communities ~are now re-directing their renewal efforts, and it is this new orientation to a more contemplative stance that is giving new reason for hope. Communities that are still discussing "whether one should pray if one doesn,t feel like praying" or "whether one's work is one's prayer" are not in process of renewal: they are dying. Sand Traps Ior Renewal Programs Commuriities lose their raison d'etre unless they are gatherings of men and women of God whose lives find their meaning and sustenance in a personal relationship to Christ and provide moments and occasions of con-version of heart, an ever-to-be-renewed process. .,~'Without' personal prayer, a deeply religious life ~simply cannot develop, because no one can be a witness to Christ unless he knows Christ personally.'" ~ lnteriorization of Values A value has little influence upon a person unless it has been interior-ized: adequately formulated, clearly understood, generously accepted. Yet it is the unusual person who has interiorized his true values early in life. A significant number of religious entered religious life at an early age and quite often during their initial formation period, they were asked to conform to certain standards or to adopt definite procedures, more through trust in a person or a Rule, than through a reasoned, logical.process. "They were not to question why, they were to do ~and die." There are no shortcuts to an authentic religious formation which is a life-long process of growth in the understanding, acceptance and love of gospel values. Values cannot be legislated or decreed. They must be freely accepted after a long process of reflection and contemplation. It-is evident that this was not always done. Some religiou.s were willing to conform to set values when the external structures and the social climate supported and re-enforced these values/but they later discarded the same values be-cause these had not been properly interiorized. Long-established practices were~ often quickly abandoned because no rationale had been given for them. To try tO return to a system of regimentation.would be futile. "Religious life.with its demands of chastity, poverty, obedience and perpetual commit-ment can only be understood by a fully adult person . There are certain things, such as the need for affection, the security of a home, certain en-gagements and above all an affirmed need for independence, which a person cannot renounce too soon without doing himself harm., for a minimum of human maturity.is necessary to enter the religious life, and this minimum . may be long in coming,''~ Religious must .!iv, e in authentic freedom, the gospel freedom which is "not the power to choose between several possibilities, but is the reasoned ¯ decision, springing from the person's inmost depths, which causes him to follow at any price tl~e course that appears to be God's will. It is not a question of 'do as you please,' 'do what appeals to you,' but 'do coura-geously what you know your God has called you to accomplish.' This free-dom is linked with the inner power that enables each person to fulfill himself 1Ladislas Orsy, Open to the Spirit, p. 245. . ~Ren6 Voillaume, Con]erence o! Religious Superiors, Feb. 1970. 6 / Review ]or Religious, Volume 36, 1977/1 in terms of his truth, by. making a choice that is absolutely Consistent with his fundamental calling.''3 . This is the freedom that will give religious the desire, the conviction and the strength to live the gospel values of simplii:ity, poverty, celibacy for the kingdom, a life of contemplation and service, a life that is attentive to the call of the Spirit. The example of all revolutions certainly must have taught us that free-dom has to be learned. Tillard states that "it is essential to ~ve all members of the group an education in freedom; that is the first task of authority, the initial effort that 'precedes its fruitful ~xercise.''4 If values must be interiorized through a long reflective process, then it is useless for ~religious communities to attempt~ renewal through legislative reforms or by the imposition of new structures: The most important role of superiors is to establish in the community conditions that will. permit a true conversion o/. heart, encourage religious to~ deepen and strengthen their personal convictions, and promote~an atmosphere that will facilitate a true encounter,with each other and with the Lord. Psychological Factors ~ ~ During the p.ast ten years,~religious educators have generally stressed the values of openness, flexibility, adaptability, creativity, confidence, per-sonalism, sharing; and the initial formation programs areofrequently offered in one's normal milieu," This is quite different from the policies of the early 60's when Cardinal Suenens could state that the Church kvas in a period of "immobilism"; religious communities were strongly affected by this attitude. Religious educators stressed the values of conformity, perm.anence, stability, humility, obedience, self-denial; and religious formation was re-enforced by long periods of isolation from normal environments. Religious perfection was often considered conformity to set norms as proposed by the rules of the order. This radical change of attitude towards religious :formation is one bf the most significant develoPments of the past fifteen years. Formatioia is now seen ~is an on-going' process of growth,~ an ever-to-be-renewed activity e~nd-ing only at death. To have ceased to grow is already to have died. However, it was totally unrealistic and overly optimistic Co presume that religious who spent long years of their lives in a different value System, who were rarely e~ncouraged to share deeply, who were isolated at an early age, who were~often the victims of poor psychological practices, would b~ able to 'assume this radically different stance withrut deep anguish. That.many leaders greatly underestimated the difficulty of this adaptat~on and this over-sight partly explains the confusion and disarray of many renewal prograrias. :'I. M. R. Tillard, A Gospel Path, p. 73, Lumen Vitae Press, Belgium 1975. 4j. M. R. Tillard, ibid., p. 199. Sand Traps [or Renewal Programs / 7 It is a .credit to religious that so many were able to adapt and re-orient their thinking without major difficulty. I. would dare say that mhny religious communities are now plagued by the after-effects of .unsound and poorly adapted initial formation programs. I also believe this partly explains'why so many religious have a poor self-concept, have difficulty sharing at a value level, do not easily adjust to new situations. They were educated to stability and permanence when "one must now accept the. radicality of change, change that must go°right down to the roots . Change must be built into our systems so that they incor-porate flexibility and adaptability . The asceticism of today is to accept the agony of change. That's the discipline. It means study, dialogue, meet-ings, discussions, until you're sick of them. When you're sick, get healed and go back to the discussions.":' Religious communities should be. composed of individuals whom the love of Christ has so moved that they have given themselves 'totally to his cause and have united to transmit this love to others. They share their faith and their~ love and together build a community of believers, a com-munity of Christians. This can only be achieved in a real dialogue of love. American Success Ethic "There is nothing that succeeds .like succ6ss," and in the,50's and 60's, American religious wet6 "winners." They were highly respected, they en-joyed a privileged pbsition~in~ the ~urch and in society, their fiaembershilJ was increasing, and they .directed large, well-reputed institutions. They wanted to succeed, and they worked long hours for causes th~y esteemed yery highly. Too often however, they gauged their success according to human criteria rather than gospel values or by the authenticity of their witness to the Good News. One does not become a religious for human motives, but there is no doubt that success, respect, prestige, influence were definitemorale boosters for. pragmatic Americans. Because of past recognition and achievements it is now more difficult for religious to. accept rejection, failure; disalSproval, scorn. When. their apostolic work is questioned, their institutions closed, their values rejected; their ranks depleted, they become disheartened unless they remember that they _are simply being treated like the Mhster who was scorned, rejected, crucified. ~ Religious were so closely tied to their institutions that at times they confused means with ends, forgetting that they were first and foremost messe0gers of the gospel rather than professional workers. "To the degree to which an end is spiritual, the means employed to attain it are always inadequate. In fact, when speaking of a spiritual end, it is preferable today ~Fr. Cassian Yuhaus, C.P., Con[erence to Religious, Winslow, ME, Nov. 1975. Review [or Religious, Volume 36, 1977/1 to avoid the word 'means,' for to our contemporaries the word evokes an action which obtains exactly the effect envisaged,''6 This period of confusion and turm6il may become for religious a period of great creative tension. Though their lives and their activities a~re in-carnated in a specific work-situation which may project few signs of human success, their gospel vision will enlighten an apparently hopeless situation and give their religious consecration its full depth of meaning. "Unless a grain of wheat falls to the ground and dies, it remains only a single grain; but if it dies, it yields a rich harvest . Anyone who loves his life will lose it; anyone who hates his life in this world° will keep it for eternal life" (Jn 12:24-26). Now more than ever it is necessary, for religious to ponder the gospel message of failure, of inefficiency, of rejection, of death,,as well as the com-plementary message of success through failure, of life through death, of resurrection through annihilation. Father Pasquier states that: "It is impossible to bein communion with another before we have experienced our own poverty and our limitations. The quality of presence to others entails a risk of rejection. It is a risk that religious are called to take and from which they should not be sheltered by their vows.''7 Religious are now in the privileged position of experiencing their poverty and their weakness and are thus better able to commune with the weak and the rejected as well as with the strong and the respected. Influence of Mass Media Whether religious realize it or not, many have been gravely affected by the historical process of secularization. Some religious are now totally in-serted into a professional work-environment and they may have accepted almost imperceptibly many of the secular values so effectively propagated by mass media. The message of self-and~sense-gratification is in direct op-position to the gospel imperatives. , Self-denial and personal ascesis are in such ill repute that some religious have unwittingly accepted many of the pseudo-values and prevalent sophisms adroitly disseminated by our sense-sated society. It is never a pleasant prospect to accept experientially the reality of Christ's call to self-denial, but to speak seriously of renewal in religious life and ignore the injunction~ "Let him who wants to be my disciple, deny himself and take up his cross and follow me" (Mt 16:24), is nonsense. Very often religious simply do not realize the extent to which they are C'R6gamey, L'exigence de Dieu, p. 86, Quoted by Voillaume, Conlergnce o] Religious Superiors. :Jacques Pasquier, O.M.I., "Conference~on Spiritual Leadership." Sand Traps ]or Renewal Programs / 9 victimized by .mass media or subtly controlled by their professional en-vironment. Religious strove so strenuously for so many years to be fully integrated into the American culture that they forgot that by their religious consecration they had vowed to be "counter cultural." Some have suc-cumbed to the temptation of living a progressively more affiuent life-style or have been blinded by the glitter of wealth and the prestige of social status. It is useless to speak of renewal until the stark gospel message can once more be heard over the din of television commercials. "Where supposedly committed persons~seem to enjoy all the good things of life, the witness value is destroyed and not unusually, the whole person's sense of vocation along with it. He has fallen into the mistake not simply of imagining that things and experiences can make him happy, but that fulfillment or happi-ness itself can be directly sought.''8 Ordinary professional and religious obligations ,are certainly the main ingredients of a life of ascesis, yet Father George Maloney, S.J., in a course on prayer at Fordham University dared state: "It is impossible to make significant progress in prayer unless one is willing to practice ascesis with aggression." He was simply echoing St. John of the Cross: "Contemplation or detachment or poverty of spirit . are almost one and the same thing.'"' A life of authentic poverty, of generous service to others, of sensitivity to the Spirit, of loving celibate commitment, of creative solitude, of constant attentiveness to the Lord, are not possible unless one willingly accepts" the Lord,s clear challenge to self-denial. Many renewal efforts have come to naught because religious refused to pay the price. ~ Fragmentation I previously mentioned that' some of the values that are now cherished by certain religious communities are those of flexibility, openness, adapiabil-ity, creativity, personalism and I also indicated that most communities now permit a wide choice of apostolic works: All these positive values are to be respected, but if they are taken separately without consideration for stabil-ity,: permanence and community commitments, they can lead to a fragmenta: tion of the group, a qoss of identity with the community and an impover-ishment of the sense of missi6n. For a religious, "to do his own thing" or "to go his own way" may be an, acceptable temporary solution to a difficult problem, but it will rarely be satisfactory in the long run. Many communities have a number of religious "on the fringe" members who are hardly associated with the larger group either in body or in spirit. If this trend becomes .generalized, it could be disastrous for the communities. SRichard Jo Kropf, "Radical Commitment and Fulfillment," Spiritual LiJe, Summer, 1975, p. 91. ~'John of the Cross, Dark Night, I, Chap. 4, par. 1. Review [or Religious, V~lume 36, 1977/1 "A community cannot exist long in the Church, unless it is dedicated to giving collectively.''1° Furthermore, it. is not sufficient for individuals to 6e renewed. The whole community, or a significant number of members, must make deter-mined efforts at renewal. 'In every community there are a number of re-ligious who have: come alive during the past years, but sometimes these members are stymied or frustrated by a lethargic~ apathetic group. "For a revitalization to occur, transformation must go beyond the personal. It must penetrate and reshape the. social reality of the community. If the cen-tering of personal-transformation is ekperienced~:by a number ~of people within the community, then a network can emergd through which that trans-forming experience is '~ustained, supported, enhanced. As the sharing of transformational experiences and awareness deepens and intensifies, there emerges a group with a shared vision and codamitment~.~This group becomes a revitalizing force dedicated to building more rewarding community ex-periences and recovering the gripping attraction to living according to Christ's conditions.for .evangelical discipleship.'''1 When this revitalization occurs to'a significant number of people in the cbmmunity great things~ begin to happen, a new life pulsates through the group and a spirit (Spirit?) comes alive in the community._ Possible Orientations It is impossible' for me to indicate what could or should be done by each community to promote a true renewal. Let me simply raise a few ques-tions that may suggest some possible orientations in groups seriously dedi-cated to renewal. l. Are the difficulties~experienced by many communities in organizing community discussions that are a true faith-sharing,due mainly to psy-chological factors, poor knowledge of group dynamics, or weak religious motivations? What .specific steps have been. taken by your community to facilitate this meaningful exchange? 2. Is it POssible for ygu, for your community to live with insecurity, contradiction, rejection? IS this contrary to the gospel teaching? 3. How does your co,,mmunity determine the priorities of personnel, of time~, of resources in selecting an apostolic work? If apostolic choice is left to the individual, what efforts are made to determine a priority .of ac-tivity? 4. Has your community ever tried to gauge the ~impact of mass media upon community values? How many religious in your community are slaves to the "one-eyed monster?" a~°Ladislas Orsy, "Talk, given to Conference of Major JSuperiors,:' America, August 8, 1970, p. 59. ~Lawrence Cada and Raymond iZitz, REVIEW FOa REL~OOS, Vol. 34, No. 5, p. 716. Sand Traps ]or Renewal Programs 5. Is contemplation a common and regular form of individual prayer in your community? What is the attitude of the community towards this form of prayer? ~ 6. Do you define yourselves in terms of your work or in terms of your status? What conclusions can you draw from this? 7. What percentage of the religious in your communities have partici-pated in some more prolonged renewal program within the last three years? five years? eight .years? What does this indicate about your group? 8. Is the life-style in your communities consonant with a religious com-mitment to poverty? In what way? 9. "Christian leadership is accomplished only through service. This service requires the willingness to enter into a situation with all the human vulnerabilities a man has to share with his fellowman" (Henri Nouwen, Wounded Healer, p. 77). Does this quotation quite adequately portray, your district and com-munity leaders? 10. What is the community attitude towards tension? When is it a positive sig9 of growth? When is it a negative factor in the community? 11'. Do community discussions occasionally lead to specific decisions which can be implemented? Why is it so difficult to reach a consensus when specific proposals are suggested? 12. Are religious in your community personally affected by the plight of the 450,000,000 people in the world who are on a starvation diet? What specific activities have been taken by your community to alleviate this situa-tion? 13. Do religious in your community have the freedom to challenge each other to fidelity to sacred promises publicly expressed? If not, what does this indicate? - 14. Do your communities have an effective way of evaluating~the initial formation program? 15. Are long-term institutional: commitments still possible or desirable? How are these to be implemented if everyone is free to choose his own apostolic activity? , Let me conclude by a quo.tation from Father Ladislas Orsy: "Since re-ligious life is the existential gift of God, any question about the future of religious life is a question about the future ~of God's abundance in the Church, about the dynamic action of the Holy Spirit among his pebple-- thus it is not, subject ~to human power. If God gave this gift in the past, he is not likely to deprive, his Churcl~ of it in,the future.''~ V-'Ladislas Orsy, op. cit., p. 21. Seven-hundred-and-fifty years later: Reflections on the Franciscan Charism Eric Doyle, O.F.M. Fr. Eric Doyle, O.F.M. teaches at the Franciscan Study Centre, Canterbury CT2 7NA. Kent, England. This year marks the seven-hundred-and-fiftieth anniversary of the death of St. Francis of Assisi at the Portiuncula on October 3rd 1226. The sources for his life record that larks gathered on the roof above where he lay dying and sang sweetly as he welcomed Sister Death into his life? No one would deny that on that Saturday evening in 1226 a most holy man, a truly human man and a faithful disciple of Christ Crucified passed over to God. And the earth was made the poorer for that passing. Already in various parts of the world there have been courses of lec-tures and celebrations to mark the event and there will be quite a few more before the year has ended. Eulogies will be made in many languages and no doubt St: Francis from his place in heaven will hear himself hailed again as "Patron of the Environment" and "Patron of Ecumenism." The anniversary provides a good opportunity for a Franciscan to reflect on the order's efforts to come to terms with the demands to rediscover its own charism made over the last decade or so since the Second Vatican Council.-Though my ~primary concern is the First Order of Franciscans, and specifically the Order of Friars Minor, I think these reflections will have some relevance for the Conventuals, the Capuchins and the various branches of the Third Order Regular as well, for it is the same charism aSee "Legend of Perugia," 110, in St. Francis o] Assisi. Writings attd Early Biogra-pities, English Omnibus Edition o] the Sources ]or the Li]e o] St. Francis. Ed. by Marion A. Habig. Franciscan Herald Press, ChiCago 1973, 1085-1086. ~ . , Reflections on the Franciscan .Ch~arism / 13 which ultimately inspires them all. These reflections may have even wider relevance. Orders which lead the so-called "mixed" life share many of the same problems in facing the demands of renewal. The Question of Poverty These pages contain no detailed analysis of poverty. In the case of an order which has been so intimately assdciated wiih the profession of pov-erty, this calls for a word of explanation. For the Franciscan Order the question of poverty is ambiguous. It can be a very complicated question and it can be a very simple question, according to the approach one takes to it. For the order as it is de facto organized in the world, poverty is a complicated question. It cannot be examined or discussed in any realistic or satisfactory way if it is isolated from the findings of biblical exegesis and the understanding of poverty in the bible, from a study of all the ele-ments contained in the idea of evangelical perfection which relati;cize the place of poverty in the life and writings of St. Francis, 'from the question about the extent and effectiveness of apostolic activity; and from the de-mands made on the order to find resources to cope with and provide for the numbers who seek to enter it. No one would deny that the Franciscan Order should bE involved in work among the poor. At the theoretical level this is almost a truism for. the Franciscan. At the practical level, however, it is no easy matter to de-termine who precisely are the poor today. While the term certainly covers the homeless, th'e destitute, the oppressed and the exploited, it may also be used to describe countless millions all over the globe who ar~ spiritually impoverished. But even when we have arrived at a moderat~ely sa!isfactory answer to the question': Who are the poor?, we find at once that there are required no mean resources, for example, to have a friar trained to be a ~ompetent and reliable apostle among social outcasts. For the order to providd re-sources to train a friar as a professional social worker is a deeply Christian work and a tremendous act of service to the world. : On the°'~other hand, the question of poverty can be very simple. If a person reads the accounts of the early history of the order and is convinced that the poverty which St. Francis and his first companions embraced is the unique charism of the order, and feels assured that he is called to do the. same, then that person must go and do likewise and thus institute a new branch of the Franciscan Order in the world. The same obligation, it seems, would rest upon a professed friar who became conscientiously convinced that the order has sacrificed an essential element of its charism and mission to the wrrld in abandoning the poverty of St. Francis. He would be bound quite simply to leave the order as it is and to establish another form of the Franciscan life. It would be pointless to ask him where he would go, because, from that moment onward, total ' 14 / Review [or Religious, Volume 36, 1977/1 abandonment to divine providence would be of the structure of his voca-tion, and he would literally have to wait for something to turn up. What he certainly cotild not do would be to stay in the order as it is now consti-tuted, passing away his days in criticizing it and growing old in bitterness, while living by its resources and in its security. Perhaps at the very outset we ought to familiarize with these difficulties all who seek to join us. They would then be able to make such considerations a conscious factor in their decision to join us or not. We should also make sure they know by experi-ence that the gospel spirit of St. Francis does live on in the order, despite the fact that his povertyis not observed. I do not wish to suggest that the order as it now finds itself can'simply ignore the question of poverty. In .fact it has not ignored it over the last decade. There have been many attempts to come to terms with it at the practical level. But it remains problematic.~ However, the issue cannot be discussed in these pages, nor can a.ny assessment be made of the at-temp~ s to come to terms with poverty, firstly, because it would take far too lorlg and, secondly, because while it isundoubtedly an important issue, it is not, in our opinion, the most important issue for the life and mission of the order. There are more vital matters to be considered to which we now shall turn: Rediscovery of the Origi'nal Charism, The Second Vatican Council called all religious to rediscover the par-ticular charism given to the Church in the grace of their origins and to renew and adapt their life according to its form. By a proces.s of discernr ment in the light of the gospel and according to the signs of the times-- that is by Word and wprld--religious were required to define the specific ahd permanent acquisition made by the Church in the life and work of their particular order. ~Th, e FranCiscan~ Order, like every order, belongs to the Church. Only in virtue of its ecclesial character can it be understood in its specific genius at any moment of its higtory and as a renewal movement at its origins. Apa.rt from the Church, the Franciscan Order is ultimately meaningless. St. Francis himself was not only a man of the gospel, but also and by that very'fact, he was a man of the Church. Therefore, the attempt by any order 6r congregation to discover its own particular grace is not anexercise in self-analysis, but a profound act of service to the Church. The call to rediscover the original charism ~raised ~t once a question for the Franciscan Order which .has not yet been satisfactorily treated. The question is this: Is the original charism to be sought uniquely in the period between the oi'al approval of the Rule by Pope Innocent and the death '-'We have touched onosome, of these problems in "Reflections on the Theology of Religiou.s Life," REv~:w FOR RELICIOOS, vol. 32, n. 6. Nov. 1973, 1254-1256. Reflections on the Franciscan Charism of St. Francis (1209-1226), or is' it to be sought throughout the first cen-tury of the order's history from the approval of the Rule to the death of John Duns Scotus (1209-1308)? This is not just an academic question, but a matter of some concern to any Franciscan conscious of the profound contribution made to the development of Christology by the Franciscan School, in the first century of its history, The order has beew far :to6 pre-occupied in its renewal program with the period up to the death of St. Francis. This is an unjust .and uncritical restriction of the content of tile Franciscan charism. Of course, the call to rediscover the charism required of us to return to St. Francis himself. About that there is no argument. The complaint being made here concerns the well-nigh exclusive preoccupa-tion with the early years of the order's life, which drasticallyotruncates the order's charism. Many reasons might be suggested to explain this restrictive version of the charism. I wish to single out,the one which bears most responsibility. It is romanticism. Romanticism has exercised far too much influence on judgments of the order's history since the death of St. Francis. It has given the order a bad conscience, especially over the last eighty years or so since Paul Sabatier's views became common patrimony? What we can describe in general terms as the "Fioretti-picture" of the early years, has exercised inordinate influence over the general public and over the scholarly fraternity, particularly its non-Catholic representatives. We need to be on our guard in the presence of romantics. Their understandable sadness at the way the order developed can have the most extraordinary effe°ct on how they .read the sources . ,~,J When the, Franciscan Order, for example, in late fourteenth-century English history is described.by students of Wyclif, Chaucer and Langlan~d ,as "decadent" I have often concluded that we really ought to read in many cases no~t "decadent" but,"different"--that is, different from the little band of beggars which landed at Dover in September 1224 and different from the early days at Rivo Torto. Disapl;ginted and sad romantics are a dangerous breed. The "romantic myth" has had profound .though subconscious influence on the order, It has subtly brainwashed~ us into believing that if only we could repeat as " closely as ,possible the form of life which .S~. Francis led, if only we could do away with the ~whole intellectual edifice which the orde{ constructed for itself, then we would be true and authentic Franciscans. From these remarks it will be clear where we intend to place the locus of the original Franciscan charism. According to our view the original charism is to be sou.ght in the period~from the approval of the Rule in 1209 up to the death of John Duns Scotus in 1308. To return to the sources means, for a Franciscan, a return to the first hundred years of develop- :~Vie de S. Francois d'Assise, l~dition drfinitive (Paris: Fischbache'r, 1931). 16 / Review ]or Religious, Volume 36, 1977/1 ment in doctrine and life. The fullness of the charism is to be found there and not exclusively in the life and teaching of St. Francis. It is quite legiti-mate, in function of. this, to consider the Franciscan charism under two headings: form of life and Christological doctrine. The first concerns the evolution of the order's life in the thirteenth century. The second concerns the development of the Christology in the Franciscan School in the thir-teenth century. The results of historical analysis show that the form of Franciscan life changed radically from what St. Francis had intended and that the Christological doctrine of the Franciscan School remained totally faithful to his original Christocentric inspiration. The ,Form of Life The foundation of the Franciscan Order in the thirteenth century marked a new stage in the history of the religious life in the Wefftern Church. While it. is clearly the case that St. Francis intended to establish an order in the commonly accepted sense of that term, it is equally clear that he was conscious of its radical newness. According to his intention, the order was to be a brotherhood of itinerant apostles--whether priests or manual workers, or, as we should say today, professional men--who would go into a society that was still Christian and also go out to foreign lands among the ~Saracens, to spread the gospel of peace and reconciliation by the ministry of the Word and the apostolate of presence. For a period of time that intention was realized. Whenever the friars met they showed that they were members of the same fraternity and they offered one another mutual help and support. At the end of their day's work they returned to their small communities to be refreshed bodily and spiritually, to pray together, and to draw strength from their fraternal cele-bration of the Eucharist. Thus renewed and restored, they were able to return to their mission of sharing with others what they themselves had re-ceived so generously from being together in the "local church" 6f their own community. As is universally ~recognized, this did not remain for very long the pat-tern of life of the order. Due to internal tensions and from ~xternal pres-sures from the demands of the apostolate at the time and from the wishes ~f the Holy See, the order was compelled to take a line of development which° radically changed what St. Francis had intended and what the original form of life had been. There are those who look upon this as a Salutary de-velopment, precisely because it took place ultimately under the authority and guidance of the Holy See. While this attitude demands sor~e respect, it also creates difficulties in ,deciding which has priority between the poles of institution and charism. In responding to the call to rediscover its original charism (and it was the institution which gave the call) the Franciscan Order found itself in a slightly embarrassing position. As it retracted the steps of its development Re[tebtions on the Franciscan Charism / 17 through a very checkered history back to the thirteenth centur);, it discovered that.~it was largely due to the institution that an important element in its charism :h~id been lost. The loose structure of its form of life had been heavily instituti6nalized and the fraternity had been "monastified" and "hierarch-ized" almost beyond recognition. Institution and Charism From the outset there has been tension in the Franciscan Order between charism and institution. St. Francis himself, who is always proclaimed as a most obedient son of the Holy Roman Church, managed to get his own way with the wily and astute Pope Innocent IIl. One wonders what would have been the outcome if the pope had refused him permission to live his very distinctive interpretation of the Gospel. Perhaps he would have be-come a hermit. To the end of his days, in any case, he remained convinced that what he desired his order to be was completely at one with the will of God." The turn of events in the thirteenth century gaye the order a very dif-ferent character from that which it possessed in its early decades. The con-stitutional development from the late 1230's up to the Chapter of Nar-bonne in 1260 is the history of a gradual "monastification" of the order. This cannot in justice be laid exclusively at the door of St. Bonaventure, for the winds of change had already been blowing for nearly thirty years when he was elected Minister General." By the end of the thirteenth century the order had been substantially altered, due in 'large measure to the institu-tional Church, for what were undoubtedly the most laudable ends. Of course, there were also internal reasons for the change and it would '1See Lawrence C. Landini, The Causes o] the Clericalization O[ the Order o] Friars Minor 1209-1260 in the Light o] Early Franciscan Sottrces (Chicago: Franciscan Herald Press, 1968). We have given rio consideration here to St. Bonaventure's theology of history nor to his eschatological interpretation of the life of St. Francis. These highly developed aspects of St. Bonaventure's thought played no significant part in the order's self-understanding and program of renewal during the past decade. For this reason we have not touched on his solution of the "Franciscan Question." This omission, therefore, should not be understood as a value judgment. Our concern is ¯ with those aspects of the original charism which have been re-discovered and, with varying degrees of success, reduced to practice, and with other aspects which deserve further consideration, which ought to influence the o.rder's continuing renewal. St. Bonaventure's eschatological interpretation of St. Francis is, in our view, the most satisfactory solution to the problem about th~ order's relation to St. Francis. It is, however, not only, satisfactory; it is" also fully consonant with the way the early sources present him and the ~rimitive community. It has most relevance in any dis-cussion of Franciscan poverty, for it raises the question not only whether the order can or cannot observe St. Francis' poverty, but whether or not it is even meant to observe it. To assess St. Bonaventure's place in the development of the order in the thii'teenth century, without taking into serious account his theology, of history and his eschatological interpretation of St. Francis, leads to profound misunderstanding of that development and commits injustice against St. Bonaventure. Review ]or Religious, Volume 36, 1977/1 be unhistorical to place responsibility entirely on the Holy See.-It is no idle speculation to ponder what the order might have been, had it not experi-enced the process of clericalization in the thirteenth century and had Friar Elias not alienated so many while he held office. But in the final analysis, one is compelled to conclude that the Holy See can hardly be :said to havi~ done all in its power to preserve what St. Francis so plainly intended. This was the result of tension between charism and institution. The Church ha~s known this tension in varying degrees of intensity ever since the New Testament, and perhaps." never so acutely as over the last two decades. Tension arises precisely because both institution and charism proceed from the grace of God. Charisms are given to the Church for the sake of the institution; the prophet is alw~iys sent to renew the institution. The sad story is, however, that so often the institution resists the charism because'it threatens the established order; it leads out into the unknown and the uncharted. The temptation for the institution is always to neutralize a charism by institutionalizing it. This is not done maliciously or even con-sciously. But it is done and it is done effectively. The intentions of St. Francis could not easily be categorized. They were not neat and tidy, cut and dried, but on the contrary, like himself; paradoxical and a fraction complicated. I have never believed that this passionate, romantic and ambitious young man was ever as simple as some of his biographers have inade out. Of course, he did not have a legal mind; he had the soul of a poet'sand poets are notoriously difficult to pin down. In his own head ior perhaps better: in his own heart) everything was crystal clear: he. wanted to 'live the life of the gospel according to the form that God 'had revealed to him. One can sympathize with Rome, ithei:efore,t whose genius has always been principa!ly of the legal order. How does one categorize an intention that expresses itself in a Rule for itinerant apostles which is identified with the gospel, and in another for hermitages that al-lows for a change of rbles between Martha and Mary according to what seems best for the moment? Aspects of the Charism Rediscovered In going back to its original inspiration, the Franciscan Order knew in its heart that,~it simply could not recreate in our time the full intentions of St. Francis. However, it has mandged to reintroduce some of the essential elements of his charism, and what it has done is a sple6did achievement. 1. Over the last ten years the order has "de-monastified" itself and restored in principle its truly fraternal character. It is now more obviously an Order of Friars, some of whom are engaged in priestly work, others in manual work inside'~and outside the order and still others who Are engaged in professional work. There is a deep consciousness of what it means e~xistenti~ally to be a Franciscan friar. This consciousness is growing alsace and it will ultimately be in complete possession. Reflections on the Franciscan Charism / 19 2. There has also been a gradual "de-clericalization" of the order. This does not necessarily mean a reduction in the number of priests (though this will happen, I think) nor does it imply, nor should it ever have im-plied, an anti-priest complex, The order was unfortunately plagued .with that complex for a period after the Council. To be a priest does not neces-sarily mean to be clericalized. There are many young priests, middle-aged p~iests and elderly priests in the order who are most certainly not clerical-ized; but then there are some who .are. Clericalization creates an elite and a,:caste system. There is no true place for an elite or a caste system in the Franciscan Order, nor, for that mat~.er, .in the Church at large. The Church knows no hierarchy of persons but acknowledges only a hierarchy of func-tions and at its pinnacle is service. Moreover, authority has been restored to its original role, according to the understanding of St. Francis, as a ministry and service to the friars. This has had its influence also on the gradual abolition of hierarchical structures from the order. 3. Experiments of living the Franciscan life in small communities have proved in the main successful and have undoubtedly enriched the quality of community life. This has been one of the most significant contributions of all our efforts to restore the fraternal character of the order. There have been losses, excesses and mistakes. But these are negligible when compared with the gains, the openness and the insights we have harvested. Franciscan life in small communities or groups has. proved to be far more demanding on the individual friar than it ever ~was in the heavily structured .forms of life we knew for so long, Our experiences have taught us that life in small communities requires a high degree of human and Christian maturity: For life thus lived is a creative process, not a structured, unchanging pattern into which one is fitted. 4. Many of these small communities have been established in the center of towns and cities where the realities of modern living, its pressures and demands may be witnessed and experienced at first hand. A number of friars in such communities have taken up ~work in social organizations often not' instituted by the Church nor directly connected with it. These developments have given concrete expression to other aspects of the original charism and primitive form of life. Unlike~the older monastic orders, the friars settled in the heart~ iof towns and cities where they were brought face to face with the social evils of the time: As a result, the Franciscans were closely con-nected with the foundation of medieval guilds, the ,distant0ancestors of the modern trade unions. They supported the organization of workers into guilds. which protected the legitimate material interests of the workers and fur-thered their spiritual lives. Some of the charters of these guil~ls were drawn up in the refectories of the friars or on the altars of their churches. Later on, in the fifteenth century, the iniquities of t~sury led the Franciscans to establish the Montes Pietatis--an institution which guarantees them a place for all time in social history. All these developments may be traced back 20 / Review ]or Religious, Volume 36, 1977/1 to St. Francis himself who, from the outset of his conversion, was involved in caring for lepers, one of the greatest social evils of the Middle Ages. The modern form of the apostolate of presence: living at the heart of urban life and working from within non-ecclesiastical social structures, is really a reduction to practice of The Canticle o[ Brother Sun 'and of St. Bonaventure's beautiful work On Retracing the Arts to Theology. For the Franciscan there is no distinction between the sacred and the profane. The problems of what is described as secularization prove for a Franciscan to be false problems~ This is now simply man's world and man is made in the image of Christ and Christ is the image of the Father we cannot see. The Spirituality of St. Francis The rediscovery of the basic elements of Franciscan spirituality has been the most rewarding of all. A comparative study of the spirituality of the Conciliar documents and the writings of St. Francis shows how incredibly modern this very medieval man turns out to be. His spirituality is simply Jesus Christ. The thoroughly biblical and sacramental, above all eucharistic, char-acter of his piety and holiness make it clear that it was our spirituality and practices of piety that had to be brought up-to-date, renewed and reformed, not his! There is nothing nauseating about his spirituality, nothing repulsive about his piety. There° is not one line, not one word, in the expressions of his evangelical holiness that need be changed, corrected or expunged. He loved the God-Man in all his poverty and humanity, in all his kindness and suffering. He loved him absolutely, without qualification. He loved Christ not only with his whole heart, but with his whole soul and mind and strength. His conversion was complete because it was born of love. Every-thing he said and sang, everything he desired and longed for, his every though and deed, came from and led back directly to his love of Jesus Christ. The most distinctive feature of his holiness is its tenderness. And it bears that feature because he was a passionate man. He did not extinguish in himself the fire of passion; he redirected it by grace into the love of Christ, where it burned more ardently in the all-consuming flame of the love of Christ's heart for the Father and for all creation. Our renewed understanding of the totally Christocentric spirituality of St. Francis has Shown the order that in its common life of prayer it does not need a multiplication of devotions and practices of piety. To: be faithful to the spirituality of St. Francis requires of the friars to live and work, to think and pray;" after the example of the life Jesus led on earth, by the power of his glorified existence with the Father, in the beauty of his vestiges and images in creation, according to the message of his Word, through his selfless love in the Blessed Eucharist and together with his brethren in the Church. All of which may be summarized by saying that we must live by his threefold presence in our midst; his verbal presence (the proclamation Reflections on the Franciscan Charism of the gospel, among us); his sacramental presence (preeminently the eucharistic celebration); his mystical,.pregence (the community of believers which gathers to proclaim and celebrate his victory over death and his faith-ful witness' to love). The Tension That Remains "~ None of these changes according to~ the form of the original charism has been achieved without suffering and bitterness; This is the sad side. to the history' of renewal and reform in the Church generally. However, it was an inevitable and predictable concomitant to the renewal from the begin-ning and it is,'rooted in the tension between institution and charism. The movement for reform initiated by the Council brought to the surface two diametrically opposed views of the Church which have been labeled, not satisfactorily though not unjustly, as reactionary-conservative and liberal-progressive. The fears of the former soon turned to suspicion; the enthusi-asm of the latter speedily became intrlerance. And for a time the .result was deadlock and suffering on both sides. Tension between institution and charism can be healthy and construc-tive. It can also be deadly and,destructive if attitudes polarize. As an out-come of the changes in the order's form of life there was a polarization of attitudes. Two basic attitudes emerged which differed radically about what had taken place and" what were being predicted as the .lines of future development. The attitudes correspond to the labels reactionary and liberal. The tension between these polarized attitudes 'is by no means as acute now as it was five years ago, but it is still present. From a state of complete in-ability to communicate, a modus vivendi was eventually found, based on an unspoken and precarious truce to steer clear of all that might open the wounds. Now, thanks to more openness ~on the one side and.greater tolerance on the other, the truce has given place to a willingness to dialogue and the gigns areothat the tension will become creative. Up to the present, however, while having had some creative and productive effect, it has been largely negative and counter,productive. Two "orders" have been existing side by side in the one order. But now the signs are that they are growing towar~s unity once more. This tension continues to exist in varying degrees of intensity through-out all the provinces of the order. To a greater or less extent it concerns every aspect of the charism in relation to our form of life and every attempt to reduce it to practice. But the deepest tension has been caused by the opposing views on what may be described as the order's apostolate of presence. The one view maintains that it is our vocation to engage in priestly ministerial work, in charitable works centered upon our friaries ~and in domestic works within the friaries, which latter ensure that they remain habitable and in good condition, so that the former works may be carried 22 / Review for Religious, Volume 36, 1977/1 on with competence and efficiency. To these works the major part of the order is now committed and thi~ commitment has come to pass by the demands made upon us and the indications given to us by °the institutional Church, whether the Holy See or the diocesan bishops. These works; it is argued, have been assigned to us by the 'authority of the Church and there-fore they are clearly what we are meant to do unde'i: God: Furthermore, they put us in direct contact with the evolution of the order as this took place under the guidance of the Holy .See in the thirteenth century. This is a version of the adage, "Roma locuta est"; it gives priority to the institu-tion. It maintains that priestly work is the ~paradigm of the Franciscan apostolate. This view is prepared to admit that some friars might well work in other forms of the apostolate which are .neither priestly nor ministerial nor centered upon a friary. These forms of the"apostolate, however, have significance only insofar as they~ proceed ultimately from the priestly min-istry and eventually lead back to it. The other view maintains that it is our vocation to spread the gospel message by our presence in the world. This can be fulfilled in a large variety of ways; by priestly ministerial work and charitable works centered upon our friaries; by priestly ministerial work and charitable works not centered upon our friaries; by domestic work inside and, outside our friaries; by professional work outside the friaries in ecclesiastical institutions-or non-ecclesiastical institutions~ by taking up salaried trades and professions out-side ecclesiastical institutions. This view, it is argued, is in direct continuity with the earliest years of the order's history and is a version of the saying of St. Francis that the Holy Spirit is the Minister General of the Order; it gives priority to the original charism. It holds that there is no special paradigm for the Franciscan apostolate and that the order must balance the demands made by the institution with the clear requirements of the charism, even if this means that we may have to sacrifice some of the areas in which we are exclusively committed to priestly ministerial work. Due to circumstances we could neither foresee nor control, these two views eventually reached the compromise of co-existence and then entered into dialogue. The circumstances which brought them together were the overall decrease in numbers of those entering the order, the high figure of those who left the order and an extraordinary awareness of the original charism among the majority of those who seek to enter~the order. This last phenomenon is remarkable, Its major effect has been that entrants to the order express their vocation simply in terms of wanting to be friars with-out further qualification.This is a reliable sign of how the future of the order will evolve. Christology and the Franciscan School . Earlier in this paper we insisted that the original charism of the order is to be sought not exclusively in the life and teaching of St. Francis but Reflections on the Franciscan Charism in the whole period that extends to the death of Duns Scotus, the last of the major representatives of the Franciscan School of Theology. We must examine the reasons which jrstify this position. During the period up to the death of Duns Scotus theologians of the order worked out a doctrine of the person and work of Christ and of his l~lace in the oikumene and cosmos that is as beautiful as it is original and as inspiring as it is profound. It stands out as a remarkable contribution to the development of Christology in the Church. Any study'or presentation of the original F.ranciscan charism that limits itself to the life of St. Francis not only misrepresents that charism, but also does disservice and injustice to the Church by depriving her of what,belongs to her by right. The Christo~ logical teaching of the Franciscan School is as much an essential element of the Franciscfin charism as is the fraternal character of the early order, ,the apostolate of presence, the Rule o/ 1221, the Rule ]or Hdrmitages, The Canticle of Brother Sun and the Rule of 1223. What Fr. Zachary Hayes, O.F.M. has written about the philosophy of education in the spirit of St. Bonaventure, may be applied without qualification to the Christological doctrine of the whole Franciscan School: : Those of us who stand heirs to that tradition have a weighty obligation to ~ee that such a tradition be not lost and that it be brought to bear in our world today. That it should have.come to be deposited with such clarity and power in the order that claims the poor, s~mple man of Assisi as its founder will no doubt puzzle those who tend to limit the meaning of that order in an unhistori-cal and arbitrary way. That its outstanding spokesman should be a Franciscan does not make it the private possession of the order. For what the order car-rieshere as in an earthen vessel is a treasure for the whole of the Church and a heritage for mankind as such. Certainly the order would be unfaithful to its tradition and remiss in its obligation to the Church and the world if'it were not to thke up" this tradition anew, in a creative way, in"a world for which one of the,most pervasive and potentially destructive idols is the ideal of rational control.'~ The Constitutions of the Order The General Constitutions of the order published in 1953 state in Arti-cle 238, par. 6:~.~'In the philosophical and theological faculties the lectors shall earnestly endeavour to follow the Franciscan School; they shall hold in high regard the other Scholastics, especially the Angelic Doctor, .St. Thomas, the Heavenly Patron of,Catholic Schools.''° Despite this exhorta-tion, however, the order as a whole has not endeavored as earnestly as it might have done to follow its own school. The manuals of philosophy and z",Toward a Philosophy of Education in the Spirit of St. Bonaventure," Proceedings ol the Seventh Centenary Celebration o/ the Death o] Saint Bonaventure (The Fran-ciscan Institute: St. Bonaventure, N.Y., 1975), 26-27. 6The Rule and Constitutions o] the Order o] Friars Minor (Rome, 1953), 100. 24 / Review ]or Religious, Volume 36, 1977/1 theology, ,which were the staple intellectual diet of most of the houses of study in the ordei'~ were composed chiefly by authors of the Thomistic tradition (not always the same as the tradition of St. Thomas!), who tended to reduce the contents of the Franciscan tradition at best to footnotes and scholia, at worst, to being adverse to the thesis advanced. The high place accorded to St. Thomas in Catholic theology and the fact that he received honorable mention in the Code o] Canon Law made him the touchstone of orthodoxy and the gauge of true Catholic doctrine. The second title given to him--the Common Doctor--resulted in every other doctor becoming for the most part decidedly uncommon. In comparing the Dominican and Fran-ciscan Orders we find that the former exalted St. Thomas and tended to forget St. Dominic; the latter exalted St. Francis and tended to forget St. Bonaventure. Thus it is that we speak of the Thomistic School, not the Dominican School; of the Franciscan School, not the Bonaventurian School. This latter designation has further significance, as will be seen below. , In the Revised General Constitutions promulgated by the Minister General in December 1973, it is stated.in Article 20, par. 1: "Mental prayer should be based on the writings and example of Francis and on the teaching of the Franciscan masters. Nevertheless, each friar is free to choose the method~of prayer that suits him"r; in Article 170, par. 2: "Theological edu-cation should be encouraged in the order with special care. The greatest at-tention shouldobe given to the preparation of expert teachers of theology who will administer spirit and life after the intent of Francis and the other masters of the order"; ibid., par. 4: "Where there are no houses of study of the order, students should be given lectures on the~history and teaching of the Franciscan School"8; in the Introduction to Chapter Six: Formation to Franciscan LiIe: "Franciscan pedagogy, according to a thought-plan (dialec-tic) which continually renews itself, takes as its greater and most difficult task to bring together the divine with the human--a process begun by St, Francis and set in logical order by the Masters of the Franciscan School, a process rightly styled "thought in acting"--in other words, love.''° It is to be hoped that the spirit behind these statements in the new Constitutions will prevail over the strange indifference to the Franciscan theological tradition that has characterized the order in modern times and that it will eradicate the dull anti-intellectual element in the order which re-sulted from that fatal romanticism mentioned earlier. This anti-intellectual element has been making itself felt ifl'various parts of the order over the past few years. Its root lies in a subconscious belief that there is something rThe Plan ]or Franciscan Living. The Rule and General Constitutions o[ the Order of Friars Minor (English-Speaking Conference of Provincials: Pulaski, Wisconsin, 1974), 70. ,~ Slbid., 147, 148. °Ibid., 129-130. ~ Re~qections on the Franciscan Charism not quite authentic about a learned Franciscan or a Franciscan who wishes to devote his life to study. The popular picture of the Franciscan friar has had a surreptitious influence on the order. The Franciscan is expected to be a jolly friar, simple to the point of lunacy, preferably rotund in shape and bald into the bargain, rfiddy-face.d and definitely not learned, who trips through the world hoping to get a good dinner, but happy to sing to the sun if he does not. This picture is reproduced each year on hundreds of Christ-mas cards all over the world. (I have made a collection of the more amusing ones!) The irony of the popular picture is that it bears no resemblance what-ever to the first Franciscan, St. Francis himself was a man of joy, but in "no sense could he be called jolly; he had the simplicity of the dove but also the cunning of the serpent, just as the gospel says; he was a small man, thin and emaciated; not bald, but shaven-headed; his skin was delicate and his flesh very spare;1" though not learned in a bookish sense, he knew French, wrote tolerably good Latin, composed a very beautiful song and was ac-quainted with the intricacies of the cloth trade and he had some idea about building. His attitude to learning is at best ambiguous. In any case he ad-vocated reverence for theologians and Scripture scholars and he warned even those who work with their hands not to allow their work to extinguish the spirit of prayer and devotion. Despite Masseron's .fear that if St. Francis were to return to earth today, he would probably consign a Franciscan bibliography to Brother Fire,ll I am convinced that he would not destroy the sermons of St. Anthony, the works of St. Bonaventure nor the third book of Duns Scotus' Commentary on the Sentences. The Development of Christology ,. It is noteworthy and encouraging that the Renewed Constitutions ex-plicitly link the teaching of the Franciscan masters of St. Francis himself. Specifically, the Christological doctrine of the Franciscan School took its origin from the insight of St. Francis into .the absolute centrality of the Word-made-flesh. His spirituality was centered totally on Christ. He gave concrete expression to it in devotion to the Crib, to our Blessed, Lady-- precisely because she made the Lord of Majesty our brother, to the Passion and Cross, to the Word of God in Scripture and to the Blessed Eucharist. To read of the imprinting of the stigmata on his poor body comes hardly as a surprise after a life spent in total conformity to the Gospel Christ. His initial encounter with Christ issued in a desire to imitate the life of a0See the description of St. Francis given in I, Cel. 83 in English Omnibus Edition o[ the Sources, 298-299. 11Alexandre Masseron, The Franciscans. Tr. W. B. Wells (New York, 1932). 4: "What would St. Francis, if he returned to earth today, have to say to anyone who was rash enough to show him a Franciscan bibliography? Is it not to be feared that 'our Brother Fire' would be charged with settling the fate of a work of such un-wieldy uselessness?". 26 / R~view lor Religious, Volume 36, 1977/1 Christ in its every detail, to follow in the very footsteps of Christ:To follow the footsteps of Christ was for' Francis to take the Way that leads back to the Father. Though his heart and soul were .centered on the poverty and humility of Jesus in the New Testament, whereby the Rule and life.of his order became, synonymous with observing the gospel, there is no exclusive concern with the so-called,"simple" Jesus of history in the life and writings of St. Francis. He embraced a life of poverty in imitation of Christ who "is the glorious Word of the Father, so holy and exalted, whose coming the Father made known by St. Gabriel the Archangel to the glorious and blessed Virgin Mary, in whose womb. he took on our weak human nature. He was rich beyond measure and yet he and his holy Mother chose poverty.''1"-' This humiliation which the Word of the Father freely chose for our sake, is daily renewed on our altars: "Every day he humbles himself just as he did when he came from his heavenly throne (Ws 18: 15) into the Virgin's womb; every day he comes to us and lets us. see him in abjection, when he descends from the bosom of the Father into the hands of the priest at the altar?'1,~ There are three texts in the writings of St. Francis which in our opinion contain the seeds of the future development of Christology in the Franciscan School. If these were all he had left us, they would be more than sufficient as the foundation of the Franciscan School. The first is to be found in the fifth Admonition: "Try to realize the digqity God has conferred on you. He created and formed your body in the image of his beloved Son and your soul in his own likeness (see GO 1:26).''~4 The second is in the first paragraph of his Letter to All Clerics: "Indeed in this world there is noth-ing of the Most High himself that we can possess and contemplate with our eyes, except his Body and Blood, his name and his words, by which we were created and by which we have been brought back from death to life.''~'~ The third is found 'in the Letter to a General Chapter: "Kissing your feet with all the love I 'am capable of, I beg you to show the greatest possible reverence and honour for the most holy Body and Blood of our Lord Jesus Christ through whom all things, whether on the earth or in the heav-ens, have been brought to peace and reconciled with Almighty God (see .Col l:20).v~ There is a fair amount of deep theology in the writings of St. Francis, but nowhere is this more clearly attested than in these texts. Their depths and the implications they contain will be obvious to any student of St. Bonaventure or Duns Scotus. With regard to the first text, we may ask if St. Francis meant to say that the body of the Word Incarnate was the lz"Letter to all the Faithful" in English Omnibus Edition o] the Sources, 93. a3"First Admonition," ibid., 78. ~4English Omnibi~s Edition, 80; .a~lbid;, 101. ~qbid., 104. Re[tections on the Franciscan Charism blueprint used by God in the creation of Adam? He states explicitly: "He created and formed your body in the image of his beloved Son." The Son as Son has no body; it is the Son as Word-Incarnate who possesses a body. Whether or not St. Francis was aware of the implications of what he wrote, these lines evoke at once Duns Scotus' doctrine of the ~absolute primacy of Christ. Furthermore it would not be difficult at all to trace St. Bonaven-ture's entire theology of creation and incarnation ~back to the two latter texts .we quoted. St. Anthony, St. Bonaventure and Duns Scotus 1. The Christological teaching of the Franciscan School found its earli-est expression in the setmons of St: Anthony of Padua. Already therein we find contained the doctrine of the primacy of Christ, for which Scotus is so justly acclaimed. St. Anthony shows a preference for the symbol of the circle of egression and return of which St. Bonaventure made such pro-found and superb use in his theology of the Word and creation?r 2. It is, however, St. Bonaventure himself who gave the most complete theological formulation to the Christological insights of St~ Francis. He is the mystical theologian par excellence of the Franciscan Order and in him the~ School reached the high point of its development, He belongs to the tradition.in the Church which has its origin in the Greek and Latin Fathers, according to which the work of the theologian and the ministry of preach-ing are understood to be.no more ~than different modalities of one and the selfsame service of the Word of God, Every concrete form in'which St, Francis expressed his devotion to the poor and humble Christ, is paralleled by a mystical work in the Bonaven-turian corpus, For example, to the crib at Greccio corresponds the beautiful work On the Five Feasts of the.Child Jesus; to St. Francis's reverence for the Blessed Eucharist corresponds the work On How to .Prepare for the Celebration of Mass18; to his devotion to the Passion and Cross of Christ correspond St. Bonaventure's The Tree of Life and The Mystical Vine.l'J St. ~Bonav.enture's !heology of the Word may be summarized as follows: the Word is the inner expression of the Father and the world is the outer expression of t_he Son. Creation gives outward expression to the inner Word of the Father, With the advent of man, the Word of God 5s spoken in a ~rSee V. Schaaf, 'O.F.M., Saint-Antoine de Padoue. Docteur de I'Eglise (Montreal: Editions Franciscaines, 1946); T. Plassmann, O.F.M., "St. Anthony the Theologian;" St. Anthony o] Padua Doctor o] the Church: Universal Souvenir o] the Commemora-tive Ceremonies (Washington, D.C., 1946), 49-70. J. Heerinckx, O.F.M., "Antoine de Padoue," Dictionnaire de Spiritualitd~ 1, 714-717. a,~The Works o[ Bonaventure. Tr. Jose de Vinck. Ili: Opuscula, Second Series (Pater-son, N.J., St. Anthony Guild Press, 1966), 197-214; 215-238. V.qbid., I: Mystical Opuscula (Paterson, N.J., St. Anthony Guild Press, 1960), 95- 144; 145-205. Review ]or Religious, Volume 36, 1977/1 radically new way, for it now opens the possibility of the most perfect out-ward expression of God's inner Word in the Incarnation of the Word: the Man, Jesus of Nazareth. By the enfleshmcnt of the Word, the words already spoken by God in every creature throughout all creation can be heard un-ambiguously for what they are: revelations of God. As the Eternal Word is the Center of the Trinity, so the Incarnate Word is the Center of every-thing outside the 'Trinity. Nothing can be known unless it is known through Christ. At every level and in all orders of reality Jesus Christ is Mediator. To have true knowledge of God, man and the cosmos we must take faith as our starting point. From this we may then proceed to reason in order to know whatdt may discover about God, man and the cosmos.-"° This latter aspect of St. Bonaventure's world view has a relevance today which it would be difficult to overestimate. It concerns particularly the separation between philosophy of God and theology in Catholic institutes of education which has had deplorable effects on intellectual formation.'-'1 A return to the con-creteness of St. Bonaventure's method will teach us to distinguish, but not separate, a philosophy of God from theology. The correct method is to treat the theology of God first. After St. Clare I know of no one who loved St. Francis more than St. Bonaventure did. His sermons on St. Francis show him to have agonized in loving astonishment at what God had done in the person and life of the poor Francis of Assisi.~'-' Everything St. Bonaventure strove after in his study of the Word of God he found realized in St~ Francis. Of all the vir-tues which St. Francis possessed, St. Bonaventure avowed that he admired most his poverty and humility. He laid.down at the feet of St. Francis the powers of his brilliant mind and the rich treasures of his wide and deep learn-ing. Thus it was in his own act of humility that St. Bonaventure proved that after all a learned man can be holy and be saved! ,~ 3. In the teaching on the absolute primacy of Christ, Duns Scotus put the final touches to the Christological doctrine of the Franciscan School. The '-'°For recent presentations of the Christology of St. Bonaventure see the important studi+s by Zachary~Hayes, O.F.M., "'Revelation in Christ," Proceedin~,s o[ the Seventh Cehtenary Celebration o] the Death o[ St. Bonaventure (The Franciscan Institute: St. Bonaventure, N.Y., 1975), 29-43; "The Meaning of Convenientia in the Meta-physics of St. Bonaventure," Franciscan Studies, vol. 34, Annual XII, 1974, 74-100; "Incarnation and ~.reation in the Theology of St. Bonaventure," Studies Honoring Ignatius Charles Brady. Friar Minor. Ed. R. S. Almagno, O.F.M. and C. L. Harkins, O.F.M. (The Franciscan Institute: St: Bonaventure, N.Y., 1976), 309-329. See also Ignatius Brady, O.F.M., "St. Bonaventure's Theology of the Imitation of Christ," Proceedings of the Seventh Centenary Celebration o[ the Death of St. Bonaventure (The Franciscan Institute: St. Bonaventure, N.Y. 1975), 61-72. '-qSee: B. J. F. Lonergan, S.J., Philosophy o[ God and Theology (The Westminster Press: Philadelphia, 1973). :zSee his five sermons on St. Francis in Opera Omnia IX (Ad Claras Aquas, 1901), 573-597. We are preparing an edition and translation of these sermons. Relqections on the Franciscan Charism / 29 Incarnation is not occasioned by sin, though sin affected its modality. Scotus is not indifferent to evil and sin in the world, nor does he merely juggle with hypotheses. But the destruction of sin and evil is no more than a moment in God's movement out of himself towards the world, to unite all creation in the Love that is forever. The most recent and famous formulation of this doctrine has been made by Teilhard de Chardin in terms of an evolving cosmos. °Speaking of the Scotistic doctrine with Padre Allegra, Teilhard ex-claimed:"' v'o"l~a," la th6ologie c'osmique; voile, la th6ologie de l'avenir"--a cosmic theology, a theology of the future. Because of the unambiguous value it places on creation, one can readily understand why this,, doctrine is so attractive to the French Co.rnmunist philosopher, Roger Garaudy.'-''~ These brief reflections on the development of Christology from St. Fran-cis himself to the School which has from him its name, make it clear that Franciscan Christology is a structural element in the original Franciscan charism. If it is ignored .or neglected, then the charism itself is impaired. Charism and Ongoing Renewal As the order moves on towards the beginning of the third millennium of the Church's history, it will continue to adapt and renew itself accord-ing to the spirit of its original ,charism. In the process of on'going renewal the following aspects of the charism will need to be giveo more serious con-sideration: 1. Public witness--minimum structure." The "monastification" of the order was an undesirable development, not merely because it led to a dull uniformity and reduced individuality to a minimum, but also because it .imposed,a superstructure of organization on the order's life which virtually abolished one of the most characteristic aspects of the Franciscan charism. This is the genius of living a publicreligious life in the Church (St. Francis founded an order) with a minimum amount of structure (St. Francis was conscious of its original newness.). It is among the order's most attractive and, at the same time, most deman.ding characteristics. It is attractive be-cause it manifests the freedom won for us in Christ Jesus; it is for the order a sacrament of freedom from the :burden of the Law. It is demanding because it places firmly on the shoulders of each member of a community full re, sponsibility for every facet of communal life. Community life is an ongoing process, created by the uniqueness and originality of its several members and it issues in a unity which is something more than the mere sum total of the individuals. In such a process no one can shirk responsibility without setting back this process and thus injuring community life. An important area in which this aspect of the charism should exercise maximum influence is formation. The whole process of formation must have 23See Eric Doyle, O.F.M., "John Duns Scotus and the Place of Christ," The Clergy Review, vol. LVII, Sept. 1972, 667-675; Oct. 1972, 774-785; Nov. 1972, 860-868. Review for Religious, Volume 36, 1977/1 as its "chief aim the active reception by each friar of total responsibility for 6ur way of life, where the duty of each is to help the others to glow in wis-dom and maturity before~ God and man. The capacity and willingness to ¯ accept this responsibility may be taken as the touchstone of suitability for this way of life. 2. The Rule for Hermitages:'''~ Thomas of Celano in his Second Life tells us that St. Francis "wanted his brothers to live not only in the cities, but also in hermitages." This element of the charism has had effect in some provinces and it is recommended and encouraged in the Renewed Constitu-tions."-'~' It is clear from the short Rule for Hermitages that St. Francis .wished his order to lead not only a "mixed" life'--that is, one devoted to prayer and the apostolate---but to hold within itself at one and. the same time the two distinct expressions., of the.religious life: the active and the contempla-tive: The contemplative life he intended as a permanent feature of the order's existence in the world. It is interesting to recall in this context that both the Rule of the Friars Minor (for itinerant apostles) and the Rule of St. Clare (for enclosed contemplatives) are identified with life according to the Holy Gospel. In our opinion the notion of a "hermitage" should not be confused with a. "house of prayer." Houses of prayer, to which friars may resort for shorter or longer periods of recollection, do not fulfill adequately what St. Francis appears to have intended. It seems that he wanted the contemplative life to be a permanent feature of the life of the First Order. If our view here is correct, then there should be a place in the order for the exclusively contemplative life. On this understanding a "hermitage" and a "house of prayer" are quite distinct notions. The former should be employed uniquely to describe a community of friars dedicated exclusively to the contemplative life. The feature's that would distinguish a Franciscan contemplative community from the older monastic forms of the contemplative life would be precisely the minimum structure and the far smaller number in the community.-Whether the number would have to be restricted to three or four, as is mentioned in the Rule [or Hermitages, is a matter that calls for further discussion. It may not be possible for every province of the order to have'a hermi-tage (or hermitages) as a permanent feature of its life. Perhaps, therefore, hermitages could be instituted at the inter-provincial level and be made open tO international membership. Such contemplative communities in the order would give fine expression to this. element of the Franciscan charism. The reference made above to the Rule of the Poor Clares recalls what St. Francis wrote down in the Form of Life for St. CIare: ~'I desire and promise you personally and in the name,~of my friars that I will always have the same loving care and solicitude for you as for them." Their way of life "-4English Omnibus Edition of the Sources, 72-73. '-'SThe Plan ]or Franciscan Living, Articles 28-31. Reflections on the,~Franciscan Charism / 31 was very dear to St. Francis both because he loved St. Clare and because he himself was strongly attracted to the contemplative life. The First Order today should show the same loving care for the Poor Clares and there ought to be more frequent and closer contact between the first and second branches of the order. By so doing we would be more faithful to St. Francis and we would be helped considerably to.discern our own charism more clearly. 3. The Rule of 1221.""-~ Although the Rule of 1223, which gave the FrancisCan Order its legal" basis, and the Rule of 1221, which never re-ceived papal approval, both contain the spirit of St; Franci.s, it could be argued that the latter is a finer expression of that spirit than the former. This is not to deny that the Rule of 1223 is more a spiritual document than legal code. Nevertheless, it is just that one step removed from the earliest expression of the form of life and, therefore, just that little further from the original charism. .,, In terms of continuing renewal, the directives of the seventh chapter of the Rule of 1221 raise important questions for ,the future development of the order. The chapter is titled: "Work and the Service of Others." It con-cerns the friars who are engaged in the service of lay people and those who already have a trade when they join the order. The chapter lays down: "Everyone should remain at the trade and in the position in which he was called." This one sentence alone gives rise to a serious question about what attitude the order ought to adopt to a person seeking admission to it who is already qualified in a trade or profession. It is not a question about whether the order .should,allow a plumber or a doctor to continue as a plumber or ¯ doctor after an initial period of formation; it is rather a question of Whether or not the order is obliged to allow a plumber or a doctor to return at least for a certain time, to his previous work, after the period of formation. Priests who have joined the order in the past have continued to exercise their priestly ministry to a.limited extent during the period of formation and it has always been assumed that. they will go back to its full exercise after formation. There are many, many more professions ands:trades which are as equally compatible with the vocation of being a Franciscan friar,as is the ministerial priesthood. Before the oral approval of the Rule in 1209, St. Francis had already assured the Bishop of Assisi that he and his companionS would earn their living and have recourse to begging only when it was absolutely necessary. Some of them worked as laborers in monasteries and private houses; others took care of lepers in the lazar houses; others helped farmers in the fields. In the early years after the,approval of the Rule the friars were given to preaching, praying and manual work. The statement made at the Madrid Chapter in 1973 concerning the vocation of the order today, gave definite approval to this aspect of the "-'~English Omnibus o] the Sources, 31-53. 32 / Review ]or Religious, Volume 36, 1977/1 original charism as contained in the Rule of 1221. The statement empha-sizes: For recent times, our participation in the general evolution of religious life and the influence of certain other communities,have led us to the rediscovery of an aspect of work as it was understood by ~Francis. New forms of work and a variety of occupations are now being undertaken by our friars. Min-istry, our own works, and domestic tasks within our friaries legitimately oc-cupy the majority of our friars, but it is becoming more frequent to find friars engaged in salaried trades and professions within enterprises and institutions which belong neither to the order nor to the Church. An orientation of this kind appears to us to be in line with our vocation; by it we are a part of society in a special way, working for its upbuilding and we are brought closer to those who live. by their work. While placing us squarely on the road to the future it brings us back to one of the institutions of our origins.zr This new type of work is itself the apostolate: the apostolate of presence by silent witness. We must not forget, however, that this form of the apostolate is not easy. It demands that a friar put into practice the unsystematic though profound theology of work scattered throughout the writings of St. Francis. Thus: pay is not to be the motive of work, nor should the friars become the slaves of work or of gain. Work is to be undertaken as a contribution to the final form of creati6n, carried out under the supreme lordship of God; it is to be sanctified by being brought back to its right relationship with God. It is not, nor can it be, for the friar an end in itself; it is a means of exercising the apostolate of peace and reconciliation in the midst of the world. It requires above all of those who engage in it, that they be contem-platives. Before actio.n there has to be what St. Bonaventure calls sursumac-rio-- that uplifting activity which is contemplative prayer. Further developments of this kind of work may well bring about a de-crease in the number of priests in the order. At the same time it must not be ignored that those engaged in the apostolate who are not~priests (for ex-ample, nuns°and brothers) often find that there are circumstances where it would be a definite advantage to be a priest. In fact, experiences of this kind have often led~non-ordained apostles to seek ordination to the priest-hood. 4. St. Francis the Deacon:'-'~ St. Francis never became a priest. One often hears that the reason for this was his deep humility; he felt himself unworthy of so sublime a dignity. This explanation, however, is not to be found in the sources; in fact there appears to be no mention of the matter at all. In any case our concern here is not with the reason why he did not become a priest, but with the [a.ct that he was a deacon. "-':General Chapter Documents, Madrid 1973 (The English-Speaking Conference of the Order of Friars Minor; 1974), 68. '-'sSee I, Col. 86 in English Omnibus Edition o[ the Sources, 301: "The saint of God was clothed with the vestments of the deacon, for he was a deacon, and he sang the holy Gospel in a sonorous voice." Re[tections on the Franciscan Charism / 33 The re-institution of the order of permanent diaconate is one of the most encouraging results of Church renewal. The diaconate in the Church is directly derived from, and immediately related to, the episcopal office. It concerns the Church's mission to the world in.the very concrete form of the corporal and sp)ritual works of mercy and of work for reconciliation, justice and peace. These works pertain to the essence of the apostolic office. It is, therefore, theologically incorrect and quite unsound to understand the diaconate merely in terms of assistance to the priestly ministry; nor is the diaconate adequately presented exclusively in terms of liturgical functions. In practice at the moment, however, the actual form of ministry exercised by permanent deacons is, in the vast majority of cases, only a lesser form of the priestly ministry. This is true throughout the Western Church. On the missions it has been ~made a substitute for the priesthood, and the permanent deacon is in fact a "mini-priest?' With the exception of saying Mass and ad: ministering absolution, he does everything that the priest does. The diaconate has become also a substitute for a married priesthood. In ,many of our city and towm parishes in the Western world, the ministry of the permanent deacon is in fact no more than that of assistant to the local priests. In all these cas~s, therefore, 'the priesthood is the determining factor in the per-formance of the office of deacon. It would be a pity if this were to become the exclusive form of the diaconal ministry. The permanent diaconate in the Church proclaims that the corporal and spiritual works of mercy and work for reconciliation, justice and peace are not merely the special concern of individuals who may feel called to per-form them. They belong to the episcopal office, because the bishops must have anxious care not only for all' the churches but also for the whole world. Ordinatioh to :the .permanent diaconate graces the man called to this work with the authority and power of the apostolic mission to the world, In virtue of this sacrament the deacon is sent by the bishop publicly in the name of Christ to work; for example, in the field 0f communications, as a counselor, a welfare officer, a doctor or a nurse. The. Franciscan Order is committed by its very existence to work for reconciliation,., justice and peace. It would be most fitting for the order to incorporate the permanent diaconate, as here understood, into its life and mission and to offer this as an option to those wishing to join the order. It would manifest that work other than priestly'ministry is not merely the hobby or pa~rticular preference of an individual, but a part of the Churcl~'s ¯ mission to the world. It would contribute also towards restoring the diaconate to its fuller ministry. 5. Christology of the Franciscan School: Every friar should receive a thorough grounding in the doctrine of the Franciscan School. Christology is at the heart of that doctrine from which has developed a distinctive anthro-pology, .!he values of which center on freedom, the primacy of the will and charity, and the dignity of the individual person. In order that this rich 34 / Review Jot Religious, Volume 36, 1977/1 heritage be not lost; it is of paramount importance that studies be encouraged ever more keenly in the order. One acknowledges with gratitude .the re-newed interest in Franciscan studies brought about by,~the establishment of the Franciscan Institute at St. Bonaventure University, New York. More friars should .be encouraged to devote their lives to the production of good texts and critical editions of the authors of the Franciscan School. It must be impressed on them that this is not a waste of time nor merely the pri-vate interest of the scholarly "types" which the order can tolerate, but a splendid contribution to the understanding of a tradition which belongs, to the Church and mankind at large;. ~ The~Future of the Order and Its Vocation The future will see a more balanced proportion between, the number of priests and non-priests in the Franciscan Order. The indications are that throughout the world the order as a whole will continue to decrease in numbers. There will be many more small communities. In fidelity to its many-faceted charism the order will have to learn to hold within itself a great pluriformity of~ life-styles and, work. The former will have to contain the widest variety from the contemplative to the actix;e' life.~ The latter will have to.embrace every, form from strictly priestly.work to the apostolate of presence and silent witness in salaried trades, and pro-fessions. Every friar on the apostolate will have to be prepared to preach, teach or' share with others, in whatever ways are opened up, the riches of the order's Christological tradition, particularly the teaching on the centrality of the Word and the absolute 'primacy of Christ: By so doing, the order will contribute to the fruitfulness oLthe encounter and dialogue between East and West, from which will result a spirituality for the post-modern world. The East has developed towards an extreme spiritualistic interpretation of man and the world; the West towards an extreme materialistic interpretation of man and the world. There are~ however, strands in the tradition of both East and West, which point the way to a real unity and balance between these extremes. It is not too much to suggest~that the theology of the:Fran-ciscan School and the spirituality of St. Francis belong to these strands in the West. This theology and spirituality lead one to a material spiritualism or spiritual materialism, to a holy worldliness or worldly holiness. It is along these lines that spirituality in the future will develop. In conclusion we wish to make a brief comment about a very important matter. It concerns a fair number of those friars who have left the order and have taken up other walks of life. In traveling around one frequently comes across ex-friars who long to share again the spirituality and atmosphere which formed them and left a deep impression on their minds and hearts, and who desire to participate once more in some way directly in the order's mission to the world. It is not that they are unhappy in their new. way of life or regret having married~ These longings and desires are th~ outcome of a~ Reflections on the, Franciscan Charism / 35~ renewed and deeper appreciation of Franciscan values which their new life has brought home. to them. Specifically, 'it is married rife which is most fre-quently mentioned as the cause of this. There is a very positive impulse behind these desires which one discerns as the Ho!y Spirit of God. Serious thought and prayer must be given to working out how these desires might be fulfilled, It must not be presumed a priori that we can do nothing for them. One suggestion would be the institution of a new [ormof the Third Order which could be so established as to meet both desires mentioned. It could exist in very close liaison and cooperation with the work of the First Order, for this latter is mature enough to embrace an added element in its. pluri- ¯ formity. In this way the order would be helping to prepare for the eventual re-deployment of so much energy, goodwill and holiness in the apostolic mission of the Church. Now Available As A Reprint Centeri. g Prayer-Prayer of Quiet by~ M. Basil Pennington, O.C.S~.O. Address: ¯ Price: $.50 pier copy, plus postage. Review for Religious 612 Humboldt Building 539 North Grand St. Louis,, Missouri 63103 To God Via Per Patricia Lowery, M.M. Sister Lowery's article, "The Suffering Servant and the Wounded Healer" (May, 1976) was well-received by our readership. She continues to reside at: Madres de Maryknoll; Casilla 491; Arequipa, Pert]. Editor's Note: I asked Sister Patricia to write an article on her reason for remaining in Pert] even as a suffering servant. In response to read.er-reaction, she had earlier written an article with fuller information about "The Fraternity of the Sick," but I judged the present article to be of haore immediate im-portance. The other article will be published later. The following passages from her covering letter will "flesh out" the article which follows. She writes: "I guess it is not such a great thing that I stay in Pert], but some people without a missionary vocation might think it is. 1 am not exactly 'all crippled up,' but Rheumatoid Arthritis affects all the joints, and, whatever the degree of deformity, there°is always pain . Some people, I think, Would be taking it easy in my condition, but because my spirit is always 100 miles ahead of my body, I need to romp around. I do it in Pert] because the pace is slower, I have the freedom to invent' my own aids to independence, and most of all because it is 'home' for me .I hope what I have written will serve as an inspiration to someone else." When I left New York harbor destined for Pert] on the f~ast of St. Rose of Lima, I instinctively felt that I was making.a journey that would shape my life. Twenty-five years later, as I reflect on the events of those years, I know it to be true. As I stood at the rail, face to face with the ocean, the fact that I was going to a strange country, to a-mission that was as yet an empty lot, to work with people I did not know and whose language I could not speak, seemed not to frighten me. I was too caught up with the journey itself. With Sister Madaleva's "Travel Song" in my heart, I was blinded by' enthusiasm! 36 To God Via Per~ / 37 "Know you the journey that I take Know you the voyage that I make The joy of it one's heart would break. No jot of time have l to spare Nor will to loiter anywhere SO edger am I to be there. What thatothe way is hard and long What that gray fears upon it throng I set my journey to a song. And it grows happy, wondrous so Singing I hurry on, for Oh! It is to God, to God I go. I am still singing that song, for my journey has taken me steadily toward God, accompanied now by many frierids and the voice of ,the quena (Indian flute), whose music calls to mind all that I have liv.ed, loved and learned in Peril. A Life of Fulfillment Recently, a visiting sister from the United States asked me what satis-factions I had after working twenty-five years in Perti. I could not answer that question directly because .I had not thought of my years in Perti in terms of "satisfactions," but. rather, more comprehensively, as a lifetime of fulfillment. I feel that I came to Peril almost as a child, unsure of many things, and here I grew up, formed 'in the school of joy; struggle, suffering, achievement and love. My teachers'were often uneducated people whose only book was the testimony of their lives. I knew, sowehow, that in such a book were contained the lessons I wanted desperately to learn. There was conflict, though, because I was supposed to be the teacher, prepared as I was for that profession. Later in novitiate work, I assumed the role of spiritual guide only to find that the insights of the Peruvian girls with whom I lived were much more "real" than my own. In pastoral work, too, I had to learn to accelSt people as they are, in the context of their cul-ture and reality, and to set aside my well-prepared o~ganizational plan. It was only when I found myself on a level with so many others (brought together through that universal mystery of suffering) that I began my real ministry~ This shared experience taught me to be present to others as a friend, learn from them, be at their side rather than "ahead" of them, to understand and appreciate them--and m~self as well. I sincerely feel that over the years the gift of happiness and fulfillment has been given to me by people who are themselves still oppressed by in- . justices and hunger for bread and who carry man-made burdens. In humble gratitude to them, I take my stand with all those who fight for liberation, human dignity and the precious gift of personal fulfillment. A Vocation to Stay As a Maryknoll Missioner, my heritage includes devotion to the Church, Review ]or Religious, Volume 36, 1977/1 love for people of all cultures, simplicity, loyalty, generosity, adaptability, joy in hardships and faith in God. My earliest years at Maryknoll were filled with hearing about, and meeting, great men and women who, sustained by those virtues, ventured to "fields afar" even before I was born. Their unassuming lives spoke to me of humifity, courage a,ad joy, virtues that stood by them. as they fought the good fight, faced imPrisonment and even death for the people to Whom they were g(nt. All this was part of their missionary vocation. ~ Therefore, it seems strange to me that anyone would ask why I, who am only semi-incapacitated by a physical'iliness, would remain on a mission where few resources are availi~ble. Actually, it never occurred to me to do otherwise. Having received very good medical attention and knowing how to take care of myself, there seems little else to do but wait until science discovers a'cure. B~t one can waist anywhere. Bishop James E. Walsh, M.M., whose story is well known in the United States, made a statement in 1951 regarding his decision to remain in China in the face of imprisonment (which he actually suffered for twelve years). From among his valuable insights, ! will quote a few which I can apply to myself: Vocation: Our vocation is not simply our occupational work. The teaching, preaching, village visiting we usually do, it is something much deeper, per-mahent, indelible. It does not change if our work is imped(d, if we are in. prison, or for any other reason. One of the necessary conditions to carry it out properly, I think, is to accept in advance every trouble and contingency in connection with it that Divine Providence puts in our way. If we start to pick and choose for ourselves; it is very hard to tell if we are carrying out our vocation or running away from it . The only safe rule for a man with a mission vocation, .I think, is to adhere to the clear indication of God's will (his appointed place where he finds himself) and to make no changes of his own volition. .4ch°vity: Enforced inactivity is a term that needs some distinguishingl Activ-ity does not depend on the place; it depends on the man. Suffering patiently bourne is activity, so is prayer, so is any kind of mental work--things that can be done, one WOUld think, in prison as well as anywhere. What is really meant is a change of activity. This is something of a hardship to many men, I confess it---especially to those who are lacking in the. faculty of imagination. However, we can all learn something new, or at least wecan try tO do so. If an examp!e of prison life will help the Church in China, as. I. believe any suffering undergone for Qod will do, then we are just being given another sort of activity for a time. There is no question of ~complete inactivity, I believe."r Encouraged, therefore, by the tradition of my elders as well as by the example of many valiant companions of today, I choose to stay in Pert~ because: 1Zeal For Your House by James E. Walsh, M.M., Our Sunday Visitor, Inc. (Hunt= ington, IN; 1976), pp. 140-141. To God Via Per~ / 39 --it is my vocation; ---I believe in Christian witness (no matter what else I may or may not be able to do) ; --although it is the nature of the missionary vocation to move on when when the. local Church has come of age, I feel that Peril is still in the growing process and needs to feel solidarity with the universal Church; --it builds morale both for the people and the missioners; (to celebrate a "staying-here" rather than a "going-away" makes everybody happy); --God has directed my life in such surprisingly beautiful wa3;s that I fear if I "pick and choose for myself," I may miss out on something he has in store for me; --finally, I would feel reluctant to break the bonds of friendship built up over the years. Yahweh's feeling toward his people has rubbed off on me: How could I give you up, O Ephraim? How could I part with you, O Israel? (Ho 11:8) While my sentiment for Peril runs deep, I k~aow that missioners are sent to people rather than to count.ries. In the case that ,I were to find my-self in another situation, my ministry to people need not change: Pockets of Hope In my small circle of the poor and the sick, I se.e signs .of Christi.an witness which prove that what we have been able to build in the hearts of people has already outlasted our institutions and monumental structures. Christian values like kindness, service, patience, humility, thoughtfulness and friendliness mark people as being followers of Christ. In my own ex-perience, especially since I have been sick, I have been deeply moved by the unexpected and touching concern shown for me.by those who carry heavy burdens and, apparently, have nothing to give. It prompts me to look into my life, and give of its essence as well as its superfluity. Because of my involvement with the "Fraternity of the Sick," I have come to realize the truth, that through baptism (be it of water or in the fire of suffering), the humblest among the people of. God are called to be ministers. In the past, because of concentrating only on our own call to ministry, we religious have tended to over-look the vocation to service being lived out all around us. Only with our encouragement can these ministers come to take their place as true servants of the Church. We have nothing to lose and everything to gain if only we can set aside our fears and believe that: As one lamp lights another, nor grows less So nobleness enkindles nobleness. (Lowell) Founding "Founderology": Charism and Hermeneutics Francis E. George, O,M.I. Father George is Vicar General of the Oblates of Mary Immaculate. This article is based on a conference given in Rome at the beginning of a three-week congress, April 25-May 15, on the charism of their founder, Eugene De Mazenod, ,He resides at the Curia Generalitia O.M.I.; Via Aurelia, 290; 00165 Roma, Italy. The renewal of religious, institutes means getting in touch with several "charisms." We can distinguish the charism of the religious life as such, individual charisms and the cha.rism of a founder and of his institute. Religious life as such is a gift of the Holy Spirit, a" grace given to the entire Church, enabling it to follow Christ ever more closely (Lumen Gentium,~ 44). There is also.the "charism" or individual grace of each member of a religious institute. The Spirit calls each of us by name, and this individual vocation is a source of the richness that religious institutes have recently begun to acknowledge more openly and appreciate more warmly. But the Fathers of the Second Vatican Council spoke of the "original inspiration behind a given community" as one of the principles of ongoing renewal of religious institutes (Perlectae Caritatis, 2), and the "spirit" of a founder has' its source in a grace (charis) given to him. Like all.grace, it is a personal gift; but by reason of his founding a public institute in the Church, this grace has far-reaching public consequences. Those who are his followers adopt a stance, a viewpoint, in some way derived from or inspired by his thought, his work, his graced life. It becomes possible there-fore to speak of a "collectNe charism," a view proper to a group. The charism of a religious institute, as such has been defined as "a grace given Founding ~'Founderology'" / 41 by the Holy Spirit to a religious institute to help it to carry out its proper mission.''~ Each religious foundation began with a group who shared a common spirit. This spirit, rooted in grace, enabled them to lead a common life and attempt a common task: How can a religious institute today know if it still has this original spirit? Is there a method which can help a religious community get in touch with the founder's spirit and live it authentically? Historical Approach to Charism There are two methodological approaches to charism (the spirit of the founder and his followers) which, taken singly, . might ,lead to an impasse. The first approach is historical. Starting with the historical reality of a founder, his life and work, we can try to see him as a kind of model, some-what separate from us in time, but still providing us with a clear and even a detailed picture of the life we should lead today. "Fidelity to the founder's spirit" then means handing on this model, essentially unchanged, to future generations of religious. They, in tur6, will interiorize it and make it vital thr~ough their lives and works. The difficulty with this ap~proach is that it "often assumes a "funda-mentalism" based on texts or on events, accepting as normative many models which are irrelevant to contemporary life. While seeming to empha-size the historical reality of the founder, this approach, taken by itself, is really a means of escaping from history. It makes the founder's ideas become ah ideology, protecting a community's present institution,'ilizati6n but divorced from the contemporary responses to problems the founder him-self was concerned about? On the practical level, "copying" the founder cannot serve as a guide for present decision making. Few people, and certainly not most religious founders, are so .self-consistent in act that it is not possible to find his-torical precedent in their lives for al}nost any a~tion. Almost any par-ticular decision can thereby be justified by saying we are "imitating the founder." The ideological nature of this approach, used alone, becomes clear. Experiential Approach to Charism The second approach "begins with contemporary experience. Looking at an institute's life and ministry today, the members discern what are the values and the motivation inspiring them. A synthesis of this group "spirit" is articulated and accepted as normative. Certain similarities with the XTeresa Led6chowska, O.S.U., A la'r~cherche du charism de I'institut (Rome, 1976), p. 14. "Ideology, as used here, means ideas which serve as weapons or cloaks for special interests. This usage is common., in .the sociology o~ knowledge and derives from Karl Marx via Karl Mannheim. 42 / ,Review ]or Religious, VOlume 36, 1977/1 spirit of the founder are either° found or are-read back into his life, but the important thing is to avoid withdrawing into the cocoon of the ~insti-tute and away from contemporary events and problems. If historical similarity.to the founder is lacking, this must be accepted" as a part'of his-torical development itself, the price ,paid for being truly in and of our own time. ~ The difficulty with this approach, considered in itself, lies in its easy acceptance of the zeitgeist as almost uniquely normative. The founder himself tends to become instr~umentalized, brought'in .whenever he can be used to justify current thinking and activity; and conveniently forgotten at other moments. Eventually, it would be hard to find any specific content at all to the so-ca.lled charism of the institute. If the first approach merely "copies" the founder~ the second tends to replace him. Hermeneutic Approach to Charism Is ~here a third approach,~incorporating the best Of the two sketched above? Perhaps a iook at hermeneuticg ~igl!t help to put'together a meth-odology which neither copies a founder nor replaces him but rather inter-prets him for Our time and for generations of religious yet to come. Hermeneutics Heymeneutic~, the science of interpretation, has its theolggic)d roots in the discussion of the historical Jesus and his relation to the Christ of faith? ]~he~gradual dissociation of religious, beliefs from historical'dvents had its beginnings in the late"l 8th century work of Lessing and has its best known twentieth century explication in the work of Rudolf Bulimafin. Hermeneutics as such, h~owever, is .a" theologically neutral ente'rRr~ise, concerned with the understanding of expressions of life as fixed in writing2 As a method, hermeneutics demands first of all exegesis, the careful establishment Of what the author ~f a text consciously meant to say in his writing. Next, h~rmeneutics tries intelligibly to span the historical distance between the text and our present reading of it by studying the author's con-text of understanding, including both his presuppositions (what he took for granted) and his horizon (what he was up to and how he did it). Finally, a third area of understanding must be made explicit. If the text is to be adequately interpreted, there is needed also a critique of the reader's context, the presuppositions .he brings to his reading, what is mean- .~See P. Grech's rrsum6 o[ the question in, "Jesus Christ in History and Kerygma," A New Catholic Commentar.v on Holy Scripture, Reginald G. Fuller, General Editor (London: Thomas Nelson & Sons, 1969), pp. 822-837. 4See Berriard Lonergan, Method in Theology (N.Y.: Herder & Herder, 1972), pp. 59-64 and 153-173. Founding "Founderology" / 43 ingful in his understanding and life~ The interpreter's own subiectivity is utilized as a principle of interpretation. The challenge of hermeneutics lies at least partially in finding a context of understanding which incorporates both the explicit intentions of the author of the text and his cont6xt of understanding, along with the context of the reader or interpreter. ~ ,, Charism Interpretation In charism interpretation, the object of interpretation is not directly a single text or group of te£ts but rather a group-spirit which has its. origin in a particular historical person. Nevertheless, three areas of understanding, anaiogou~ to those necessary for textual interpretation, can be seen to be necessary: for an appreciation of a founder's spirit. First, we must understand what he personally intended and chose. A study,~ of his own writings and the decisions of his life is therefore necessary. Secondly, we must understand the founder's historical context, his horizon .of meaning and ,action .as a~man of his age. Accepting a spurious. contemporaneity, overlooking, for example, authoritatian presuppositions ~which.~.are now unattractive, would only falsify our interpretation. Thirdly, we must understand our own presuppositions and 'our own historical context. The general horizon of modern consciousness accepts unquestioningly that finitude is the vantage point of all, thinking and that ,,there are no privileged viewpoints. Nobody today, for example, believes he can know the mind of God or his will in the same rather absolute way peo-ple thought it possible to know them before the mediating structures :broke down. This contempor.ary tentativeness :can readily degenerate into a super-cilious attitude, debunking, every human thought "and value; at its best, however, it reminds us that we, too, are not necessarily smarter than peo-ple were in the founder's time. We just have a different pbint of view; and we must therefore work all the harder to understand the founder's context of meaning and action. Interpretation as. a. Communitarian. Activity But these three areas of understanding do not of themselves give us an interpretation of a founder's spirit. They prepare the task of' interpretation, but the actual interpretation must be~done in community~ Interpretation takes place in community nc;t only because community is a constitutive part of the life of most religioias institutes, but also because :interpretation is, of its very nature; a communitarian activity. ~ Community of Interpretation Interpersonal" Structure Interpretation is a communita~-ian activity because it is a joining, a communion, of three poles: the interpreter, the sign or object interpreted, 44 / Review [or Religious, Volume 36, 1977/1 and the person(s) for whom the interpretation is intended, or the inter-pretee( s)? By way of example, one can imagine an international conference during which speeches are translated simultaneously. The speaker's words are the sign or object interpreted, the translator is the interpreter, and those who do not understand the speaker's language are the interpretees. Together they form a community of interpretation, Without one of the three, but espe-cially without the interpreter, no community exists and the conference be-comes impossible. To push the example a bit further, one can imagine a particularly abstruse speech which makes little sense even to those who understand the language in which it is given. Then another sort of inter-preter is called for, perhaps a teacher or clarifier, who creates community between speaker and those spoken to. What might happen Should even the speaker not understand his speech? Then probably the situation calls for that sort of interpreter called a psychiatrist,'who can explain the speaker to himself. In any circumstance, the act of interpretation means that someone interprets something to and for another. The "other'-' might be the inter-preter himself at a different time. Everyone has had the experience of puz-zling through a conundrum and finally "interpreting" it to himself --- but even in this case there are three logically distinct subjects of the relationship: interpreter, interpreted and interpretee. Interpretation, then, is always a communitarian activity. Temporal Structure Chronologically, the interpreter can be placed in the present, the' inter-preted in the past and the interpretee in the future. The community of in-terpretation is a temporal community, in the sense that something in the past is interpreted by someone now for someone else in the future. The ac-tivity of interpreting, then, creates a community of memory and of hope. It brings together, in the present, both the past and the future. Again, an example might help. It is fashionable today to speak of "owning" one's own behavioi'. A person self-consciously appropriates in the present some act of his past so that it fits into his future. A self-image is an interpretation. When others share the individual's self-interpretation, community with them is possible. When all place the same interpretation on a past event and look forward to a common future, a larger community is possible, There is a Christian community, to use another example, because in the present we all interpret the past Christ-event in such a way that we look forward to his future coming in glory. Those who do not look back to Jesus '~This analysis of interpretation depends upon the work of tl~e American philosopher Josiah Royce, The Problem o] Christianity (N.Y.: Mac"millan, 1913), vol. ii, Lectures ix through xiv. ~ Founding "Founderology'" / 45 of Nazareth as Lord and Savior or do not look forward to the Parousia are not members of the Christian community, There is no common interpre-tation. Every community is a gathering of many separate persons into a commonly held memory and a commonly shared hope. In this sense, every community is a community of interpretation. In the community of interpretation which is a particular religious insti-tute, the members interpret in their time the.spirit and acts of their founder, a person now dead, to their future selves and to future generations of re-ligious, They say what they understand the founder to be, thereby establish-ing their community with him and enabling him--and them--to join those who will consider their interpretation in the future. This future considera-tion, of course, will be another interpretation in another present for another future in which they are past. Religious Community of Interpretation The Founder:s Concerns The relation of interpretation has a triadic personal structure (interpre-ter, interpreted and interpretee) and a triadic temporal structure (present, past and future). But the abstract framework explored so far is true of every act of interpretation and of every community of interpretation. Is there a specific 'contribution a founder makes to the community of interpretation which is his religious, institute? Obviously; if we are able to speak of a charism proper to an institute, then the object interpreted, the signs of God's grace which are the founder's words and acts, must provide the content which his followers interpret in the present. The founder raises concerns in the hearts and minds of his followers and these concerns specify religious com-munities .of interpretation., so that followers of Francis of Assisi are different from followers of Francis de Sales, Each religious, each community, each institute can produce a list of those concerns which were closest to its founder's heart. The founder I know best, Eugene De Mazenod,* was a diocesan priest who brought together a small mission, band to help re-evangelize southern France after the destruc-tion of parochial life in the French Revolution, Heavily influenced by the writings of St. Alphonsus Ligouri and by the example of St. Vincent de Paul, De Mazenod chose as a motto for.his missionaries the words of Isaiah echoed in Luke's Gospel: "He has sent me to preach the .Gospel to the poor; the poor have the Gospel preached to them." A practical leader rather than a speculative theorist, he saw his group develop slowly in response to many different needs in many different situa-tions. In some respects he seems to be a not very original man, yet certain *Eugene De Mazenod (1782-1861), ~ounder ~f the Missionary Oblates of Mary Immaculate and Bishop of Marseilles. ' He was beatified on Mission Sunday, October 19, 1975. 46 / Review [or Religious, Volume 36, 1977/1 personal concerns return constantly in his letters and his.life, An authentic Mazenodian community of interpretation, therefore,, would have to harbor at least the following four concerns:, 1 ) ~a concern ]or the poor: who are they; what language do they speak; what are their needs and their ways of understanding themselves? This was a constant ,concern of ,De Mazenod from the days of his first preaching in" the Provenqal dialect to his final instructions to his missionaries in Africa, Asia and North America ~ 2,) a co'ncern ]or the Church as universal: De Mazenod's own conver-sion to Christ crucified and his .love ~of Christ as universal Savior prompted both, his missionary zeal and his love of the pope as universal pastor; a vision of Christ's universal salvific action as sacramentalized in the Church must be somehow present to De Mazenod's interpreters. 3) a concern ]or ministry, and specifically for preaching Christ 'cruci-fied, in local circumstances: religious foundations were frequent in nine-teenth century France, but when another founder spoke~t6.De Mazenod of the need to go to all of France, De Mazenod insisted'on,first making Christ present in Provence, in the circtimstances he knew best. ,.A universal. Vision was coupled with a concern for local effectiveness, even as.the congregation itself became global. 4) a. concern ]or the quality of copnmitment bf the community itself: De Mazenod called his followers not to,share his opinions nor even only to share his work but to share his commitment, a commitment finally expressed in religious vows. Other areas of concern could certainly be raised. Concern for the way in which Mary is part of the Oblate spirit as exemplar:and guide is forced on De: Mazenod's institute by its very title. Concern for the proper under-standing of mission or of evangelization is also important~ But De Mazenod in pr~actice preached to and served and lived with certain grotips of people. Without living contact with analogous groups today, his spirit will escape his followers. ~ For the purpose of this paper, De Mazenod is only an exam

Criterio Libre magazine has played an important role in promoting scientific dissemination as a fundamental mechanism in the transformation processes of our Latin American nations towards better formed societies, with a healthy balance between the necessary growth of the production of tangible and intangible goods and a more fair distribution of wealth, for the benefit of all its populations, which seek to eradicate poverty, which is the greatest scourge that humanity has not yet been able to overcome. Therefore, we rely on criteria of the development of science that contribute to these ideals, choosing then the best articles, subjected to rigorous evaluation processes by recognized national and international researchers, who have also contributed to raise the scientific quality of them through his thoughtful observations and also to develop scientific thinking and the use of the best style for their communication, enriching the social scientific thought in our nations. We can summarize these principles as follows: the development of science and technology as an expression of given sociocultural and valorative systems, the development of science at the service of productive transformation for the benefit of society, the awareness of the role of science and technology in the definition of power relations at the national and international levels and its insertion in development policies, the use of science and technological innovation as instruments of autonomy, openness to novel approaches in the consolidation of social science, the freedom of critical thinking at all levels of scientific knowledge management, among others. In this sense, we have tried to strengthen the analysis and critical development of economic, administrative, financial and accounting sciences, opening a space for the discussion and development of the epistemology of these social sciences, which increasingly becomes the central axis of our magazine. The present edition of Criterio Libre includes two articles that enrich this epistemological discussion: in the first one the researcher José J. Ortiz B. poses a dilemma that accompanies the development of accounting science, "The crisis of accounting representation: problems of science social or power politics?", which seeks to clarify the factors that originate the problem of accounting representation from a reflection on the theoretical foundations that support this important topic and the empirical references that show this problem, factors that have been seen as an epistemic obstacle in the consolidation of this young science and to which the author intends to contribute in his epistemological clarification and in the proposal of alternative solutions, which he proposes for discussion to the scientific community with an interdisciplinary approach and from the paradigm of complexity. In the second article, Professor Jean Paul Sarrazin poses an interesting dissertation on "Religion: do we know what we are talking about? Examination on the feasibility of an analytical category for the social sciences". The objective of this review was to find an analytical category that is precise, clear and sufficiently broad to study empirically the vast range of sociocultural phenomena that can be or have been considered as "religious". It concludes that in spite of the absence of a unified analytical category, some of the most prominent elements in the different definitions can constitute, by themselves, useful analytical categories for empirical research. It can be deduced that this section has been faithful to the principles that we exposed at the beginning of this editorial and that we hope will continue to become an open forum for the scientific development of our disciplines. A second section, devoted to accounting and finance, defines topics that have become of substantial interest due to the strong theoretical development that these disciplines have reached, arriving to a phase in which the disputes of the paradigms that support different approaches have been decanted, and it is in this field where contributions arise that consolidate important theoretical schemes or that, on the other hand, discard hypotheses that allow debugging systems that, in the manner of the layers of an onion, are grouped by levels, which contributes to the consolidation of the social sciences. In this section we find two important articles oriented under this philosophy: the first one analyzes the effects on the accounting information of public companies in the Colombian electricity sector of the implementation of Resolution 743 of 2013 regarding the adoption of International Financial Reporting Standards (IFRS) for some public companies. This topic is one of the applications of the important advances in the development of accounting theory for the financial economy, which in spite of this does not manage to establish solid roots for the conditions of the developing countries, as this article proves that the transformations assumed are the result of a change in the organizational economic model, where, rather than attending to the international regulation model, it responds to a process of concentration of strategic assets by actors that have the ability to capture regulation, demonstrating that the interdisciplinary approach is a fertile ground to explain in a better way the reality of these countries in the globalizing environment that characterizes the current economy of these countries. The second article, about the "Impact of self-financing on the innovation of micro, small and medium-sized Colombian companies," allows us to delve into an aspect that has not been explicitly studied and that is located at the frontiers of knowledge between economics, finance and the administration, especially directed at an important sector of the economy of the developing countries, that of the MSME companies, which despite their great contributions to the economic well-being of the population, occupying 80% of it in these countries, no intellectual effort has been devoted by our researchers, wasting a space of potential development of autonomy that will clear the way for the true socioeconomic development of our region. The descriptive results show that Colombian MSMEs use their own resources as a priority for their investments, and inferential results obtained through linear regressions indicate that internal financing has a positive and significant influence on their overall innovation, as well as on their products/services, productive processes and management. This is a variable of fundamental importance to be involved in the development policies for the Latin American industry and that very little is taken into consideration until now, in what has been called the Orange economy, which countries like Colombia want to promote. The reality is that internal or own resources are still the main source of funding for the investment projects of these companies, and while this is consistent with the postulates of the theory of financial hierarchy, everything seems to indicate that the reasons for this are mainly the barriers they encounter to access the external financial market. The next section, dedicated to economic discipline, shows us an important article focused on the analysis of the relationship between "Good governance and effectiveness of development aid", a topic of high relevance for our economies. The article aims to deepen the origin and changes experienced by the notion of good governance; analyzes the constituents and determinants of it, as well as its relationship with close concepts such as institutional quality, and above all, the ideas and evidence created on the relationship between good governance and the effectiveness of development aid. Finally, it concludes that there is no general consensus that aid has been effective in promoting economic growth, and there are both supporters and opponents of this idea. Reflectively, it paves the way for empirically verifying the true effects of economic aid and the conditions under which better results would be possible for the benefit of large masses of the population. This edition closes with two sections: the first one, traditional on topics of administration as a discipline that is structurally integrated with the economic, accounting and financial, and where two articles are developed: the first of these is entitled "Co-creation and new challenges of generating value that organizations face". This matter is very topical and marks a trend in modern administrative theory, which is revolving around the new approaches to the generation of value. It is concluded that, in order to generate a sustained value in organizations, the focus of the managers' actions must be the creation of joint value with their clients and not the exclusive goal of increasing the sales of their products or services usually designed internally and closed. The second article, under the title "Model to analyze the incidence of social capital in human development in Bogotá, DC", focuses on identifying whether there is a type of relationship between social capital and human development in the endogenous context of the city of Bogota. For this purpose, it is proposed to conduct a descriptive investigation, based on multiple regression analysis, which facilitates the proposal of a model that determines the level of incidence of social capital in human development, based on the calculation of the Human Development Index and the Index Decomposed social capital in cognitive capital index, ICSC, structural social capital index, ICSE, social representation index of social capital, IRSCS, components of the integral calculation of the social capital index. Based on these calculations, it is verified that the scope and use of social capital are unknown in the city, which generates a society with a high level of atomization and disinterest about the problems of citizenship. Being able to verify these assertions has the utmost importance to adopt policies of social and human development in the D.C., taking into account the different analytical components that were used in the study. In the last section, dedicated to knowledge management, the issue of bullying is analyzed pedagogically by sexual orientation among male students in the environment of secondary education, which seeks to contribute to the prevention of bullying behaviors, due to the effects that this has in the welfare of a population that tends to segregate in an undemocratic manner and that is already part of the educational models that should be oriented towards the formation of values. As pedagogues, we believe that education can and should create environments of respect and appreciation of difference, where everyone can access it, regardless of sexual orientation, gender or other social or cultural constructions. The set of the eight articles that we put at the disposal of the academic community, organized in the sections oriented according to the principles that support the scientific philosophy and the editorial policy of the magazine, is configured in a new effort that we are sure will contribute to the strengthening of the scientific and technological development of our disciplines in an environment that is ours, but that dialogues with the universality of knowledge at a global level, and that progressively will become the great pillars of our human and social development ; La revista Criterio Libre ha venido desempeñando un rol importante en la promoción de la divulgación científica como mecanismo fundamental en los procesos de transformación de nuestras naciones hispanoamericanas hacia sociedades mejor conformadas, con un sano equilibrio entre el necesario crecimiento de la producción de bienes tangibles e intangibles y una más justa distribución de la riqueza, en beneficio de todas sus poblaciones que buscan la erradicación de la pobreza, el mayor flagelo que la humanidad aún no ha podido superar. En ese orden de ideas, nos hemos fundamentado en criterios del desarrollo de la ciencia que contribuyan a esos ideales, seleccionando los mejores artículos, sometidos a procesos rigurosos de evaluación por reconocidos investigadores nacionales e internacionales, quienes también han contribuido a elevar la calidad científica de los mismos con sus atinadas observaciones y también a desarrollar el pensamiento científico y la utilización del mejor estilo para su comunicación, enriqueciendo el pensamiento científico social en nuestras naciones. Dichos principios los podemos sintetizar de la siguiente manera: El desarrollo de la ciencia y la tecnología como expresión de sistemas valorativos y socioculturales dados, el desarrollo de la ciencia al servicio de la transformación productiva en beneficio de la sociedad, la concientización del papel que tienen la ciencia y la tecnología en la definición de las relaciones de poder en los niveles nacional e internacional y su inserción en las políticas de desarrollo, la utilización de la ciencia y de la innovación tecnológica como instrumentos de autonomía, la apertura a enfoques novedosos en la consolidación de la ciencia social, la libertad del pensamiento crítico en todos los niveles de la gestión del conocimiento científico, entre otros. En tal sentido hemos querido fortalecer el análisis y desarrollo crítico de las ciencias económicas, administrativas, financieras y contables, abriendo un espacio para la discusión y desarrollo de la epistemología de estas ciencias sociales, que cada vez más se convierte en columna vertebral de nuestra revista. En el presente número se incluyen dos artículos que enriquecen dicha discusión epistemológica: en el primero de ellos el investigador José J. Ortiz B. nos plantea un dilema que acompaña el desarrollo de la ciencia contable, "La crisis de la representación contable: ¿problemas de la ciencia social o de la política del poder?", en donde busca dar claridad a los factores que originan la problemática de la representación contable a partir de una reflexión sobre los fundamentos teóricos que sustentan este importante tópico y los referentes empíricos que muestran dicha problemática, factores que necesariamente se han expresado como un obstáculo epistémico en la consolidación de esta joven ciencia y al que el autor pretende aportar tanto en su esclarecimiento epistemológico, como en la propuesta de alternativas de solución, que pone para discusión a la comunidad científica con un enfoque interdisciplinario y desde el paradigma de la complejidad. En el segundo artículo el profesor Jean Paul Sarrazin nos plantea una interesante 18 Universidad Libre disertación alrededor del concepto "Religión: ¿sabemos de lo que estamos hablando? Examen sobre la viabilidad de una categoría analítica para las ciencias sociales". El objetivo de esta revisión fue encontrar una categoría analítica precisa, clara y suficientemente amplia para estudiar empíricamente la vasta gama de fenómenos socioculturales que pueden ser o han sido considerados como "religiosos". Se concluye que a pesar de la ausencia de una categoría analítica unificada algunos de los elementos más destacados en las diferentes definiciones pueden constituir, en sí mismos, categorías analíticas útiles para la investigación empírica. Se puede deducir que esta sección ha sido fiel a los principios que expusimos al comienzo de este editorial y que esperamos se siga convirtiendo en tribuna abierta para el desarrollo científico de nuestras disciplinas. Una segunda sección, dedicada a la contabilidad y las finanzas, define temáticas que se han tornado de interés sustancial dado el fuerte desarrollo teórico que han venido alcanzado esas disciplinas, llegando a una fase en que las disputas de los paradigmas que sustentan diversos enfoques se han venido decantando y es en ese terreno donde florecen aportes que consolidan esquemas teóricos importantes o que, por otro lado, descartan hipótesis que permiten depurar sistemas que, a la manera de las capas de la cebolla, se van agrupando por niveles, lo cual contribuye a la consolidación de las ciencias sociales. En esta sección encontramos dos importantes artículos orientados bajo esa filosofía: el primero de ellos analiza los efectos que sobre la información contable de las empresas públicas del sector eléctrico colombiano tuvo la implementación de la Resolución 743 de 2013, la cual se refiere a la adopción de Normas Internacionales de Información Financiera (NIIF) para algunas empresas públicas, siendo este tópico uno de los aplicativos de los avances importantes del desarrollo de la teoría contable para la economía financierista, que a pesar de ello no logra asentar sólidas raíces para las condiciones de los países en desarrollo, como lo comprueba este artículo que encuentra que las transformaciones asumidas son el resultado de un cambio de modelo económico organizacional, en donde más que atender el modelo de regulación internacional, responde a un proceso de concentración de activos estratégicos por parte de actores que tienen la capacidad de capturar la regulación, demostrando que es el enfoque interdisciplinario un campo fértil para explicar de una mejor manera la realidad de estos países en el entorno globalizador que caracteriza la economía actual de dichos países. El segundo artículo acerca del "Impacto del autofinanciamiento sobre la innovación de las micro, pequeñas y medianas empresas colombianas", permite profundizar en un aspecto que no ha sido explícitamente estudiado y que se ubica en las fronteras del conocimiento entre la economía, las finanzas y la administración, dirigido especialmente a un sector importante de la economía de los países en desarrollo, el de las empresas Mipymes, que a pesar de sus grandes aportes al bienestar económico de la población al ocupar 80% de la misma en estos países, no se le ha dedicado un esfuerzo intelectual por parte de nuestros investigadores, desaprovechando un espacio de potencial desarrollo de la autonomía que permitirá desbrozar el camino del verdadero desarrollo socioeconómico de nuestra región. Los resultados descriptivos muestran que las Mipymes colombianas utilizan prioritariamente recursos propios para sus inversiones, y los resultados inferenciales obtenidos mediante regresiones lineales señalan que el financiamiento interno influye positiva y significativamente en su innovación global, así como en la de sus productos/servicios, procesos productivos y gestión. Esto es una variable de importancia fundamental para ser involucrada en las políticas de desarrollo para la industria latinoamericana y que muy poco se toma en consideración hasta ahora, en lo que se ha venido denominando la economía naranja, que países como Colombia quieren fomentar. La realidad es que los recursos internos o propios siguen siendo la principal fuente de financiación para los proyectos de inversión de estas empresas y si bien ello es coherente con los postulados de la teoría de la jerarquía financiera, todo parece indicar que las razones de esto son principalmente las barreras que encuentran para acceder al mercado financiero externo. Nuestra siguiente sección, dedicada a la disciplina económica, nos muestra un importante artículo enfocado al análisis de la relación entre "Buen gobierno y eficacia de la ayuda al desarrollo", tema de altísima pertinencia para nuestras economías. El artículo se propone profundizar en el origen y los cambios experimentados por la noción de buen gobierno; analiza los constituyentes y determinantes del mismo, así como su relación con conceptos cercanos como el de calidad institucional, y sobre todo, las ideas y la evidencia creada sobre las relaciones entre el buen gobierno y la efectividad de la ayuda al desarrollo. Finalmente llega a la conclusión de que no existe un consenso general en cuanto a que la ayuda haya sido eficaz para promover el crecimiento económico, y existen tanto defensores como detractores de esta idea. De manera reflexiva deja abierto el camino para verificar empíricamente los verdaderos efectos de la ayuda económica y las condiciones bajo las cuales se harían posibles unos mejores resultados en beneficio de grandes masas de la población. Cerramos este número con dos secciones: la primera, tradicional sobre temas de administración como disciplina que se integra estructuralmente con la económica, la contable y financiera, y donde se desarrollan dos artículos: el primero de estos se titula "La co-creación y los nuevos retos de generación de valor que enfrentan las organizaciones", siendo esta temática de gran actualidad y que marca una tendencia en la moderna teoría administrativa, que está girando sobre los nuevos enfoques de la generación de valor. Se concluye que, para generar un valor sostenido en las organizaciones, el foco de las acciones de los gestores debe ser la creación de valor conjunta con sus clientes y no la exclusiva meta de aumentar las ventas de sus productos o servicios habitualmente diseñados de manera interna y cerrada. El segundo artículo bajo el título "Modelo para analizar la incidencia del capital social en el desarrollo humano en Bogotá, D.C.", se centra en identificar si existe un tipo de relación entre el capital social y el desarrollo humano en el contexto endógeno de la ciudad de Bogotá. Para tal fin, se propone hacer una investigación descriptiva basada en análisis de regresión múltiple que facilita la proposición de un modelo que determina el nivel de incidencia del capital social en el desarrollo humano, partiendo del cálculo del Índice de desarrollo humano y del Índice de capital social descompuesto en índice 20 Universidad Libre de capital cognitivo, ICSC, índice de capital social estructural, ICSE, Índice de representación social del capital social, IRSCS, componentes del cálculo integral del índice de capital social. Con base en esos cálculos se llega a comprobar que en la ciudad se desconocen el alcance y uso del capital social, lo que genera construir una sociedad con alto nivel de atomización y desinterés por los problemas de la ciudadanía. Poder comprobar estos asertos es de suma importancia para adoptar políticas de desarrollo social y humano en el D.C., atendiendo los diferentes componentes analíticos que se utilizaron en el estudio. En la última sección, dedicada a la gestión del conocimiento, se analiza pedagógicamente el tema del bullying por orientación sexual entre estudiantes masculinos en el ambiente de la educación media, que busca contribuir a la prevención de comportamientos de bullying, por los efectos que ello tiene en el bienestar de una población que tiende a segregarse de manera antidemocrática y que ya hace parte de los modelos educativos que deben orientarse a la formación de valores. Como pedagogos, creemos que la educación puede y debe crear ambientes de respeto y valoración de la diferencia, en donde todos puedan acceder a ella, sin importar la orientación sexual, el género u otras construcciones sociales o culturales. El conjunto de los ocho artículos que ponemos a disposición de la comunidad académica, organizados en las secciones orientadas según los principios que fundamentan la filosofía científica y la política editorial de la revista, se configura en un nuevo esfuerzo que estamos seguros contribuirá al fortalecimiento del desarrollo científico y tecnológico de nuestras disciplinas en un entorno que nos es propio, pero que dialoga con la universalidad del conocimiento a nivel global, y que progresivamente se constituirán en los grandes pilares de nuestro desarrollo humano y social. ; La revue Criterio Libre a occupé un important rôle en promouvoir la divulgation scientifique comme mécanisme fondamental dans les procès de transformation de nos nations latino-americaines vers sociétés meilleure conformées, avec un sain équilibre entre la nécessaire croissance de la production de biens tangibles et intangibles et une plus juste distribution de la richesse, au profit de toutes ses populations, que cherchent éradiquer la pauvreté, qu'il est le majeur fléau que l'humanité encore n'a pas pu surpasser. Par l'antérieur, nous basons sur des critères du développement de la science qu'ils contribuent à ces idéals, en choisissant alors les meilleurs articles, soumis à des rigoureux procès d'évaluation par des reconnus chercheurs nationaux et internationaux, qui ont aussi contribué à élever la qualité scientifique des mêmes par leur sages observations et aussi à développer la pensée scientifique et l'utilisation du meilleur style pour sa communication, en enrichissant la pensé scientifique sociale dans nos nations. Nous pouvons résumer dits principes: le développement de la science et la technologie comme expression de systèmes d'évaluation et socio-culturelles donnés, le développement de la science au service de la transformation productive au profit de la société, la prise de conscience du rôle de la science et la technologie dans la définition des relations de pouvoir en les niveaux nationaux et internationaux et son insertion dans les politiques de développement, l›utilisation de la science et de l›innovation technologique comme des instruments d›autonomie, l›ouverture à nouvelles approches dans la consolidation de la science sociale, la liberté de la pensée critique en tous les niveaux de la gestion de la connaissance scientifique, entre autrui. Dans ce sens, nous avons essayé fortifier l'analyse et développement critique des sciences économiques, administratives, financiers et comptables, en ouvrant un espace pour la discussion et développement de l'epistemologie de ces sciences sociales, que de plus en plus se convertit dans l'axe central de notre revue. La présente édition comprend deux articles qu'ils enrichissent dite discussion epistémológique: en le premier d'ils le chercheur José J. Ortiz B. pose un dilemme qu'accompagne le développement de la science comptable, "La crise de la représentation comptable: ¿problèmes de la science sociale ou de la politique du pouvoir?", dans lequel cherche éclaircir les facteurs qu'ils causent la problématique de la représentation comptable à partir d'une réflexion sur les fondements théoriques qu'ils soutiennent cet important question et les référents empiriques qui montrent cette problématique, facteurs qui ont été considérés comme un obstacle épistémique à la consolidation de cette jeune science et aux quels l›auteur entend contribuir dans sa clarification épistémologique et dans la proposition de solutions alternatives qu›il donne à lacommunauté scientifique avec une approche interdisciplinaire et du paradigme de la complexité. Dans le deuxième article, le professeur Jean Paul Sarrazin fait une thèse intéressante sur "Religion: savons-nous de quoi nous parlons? Examen de la faisabilité d›une catégorie analytique pour les sciences sociales". L'objectif de cette revue était de trouver une catégorie analytique précise, claire et suffisamment large pour étudier empiriquement la vaste gamme de phénomènes socio-culturelles qui peuvent être ou ont été considérés comme "religieux". Il conclut qu'en dépit de l›absence d›unecatégorie analytique unifiée, certains éléments les plus saillants des différentes définitions peuvent euxmêmes constituer des catégories analytiques utiles à la recherche empirique. On peut déduire que cette section a été fidèle aux principes que nous avons énoncé au début de cet éditorial et que nous espérons qu'ils continuera à devenir une plateforme ouverte pour le développement scientifique de nos disciplines. Une deuxième section, consacrée à la comptabilité et à la finance, définit les sujets qui sont devenus d›un intérêt substantiel en raison du fort développement théorique que ces disciplines ont atteint, atteignant une phase dans la quelle les différends des paradigmes qui soutiennent diverses approches ont été réglés et c'est dans ce domaine que les contributions surgissent qui consolident des schémas théoriques importants ou qui, d'autrepart, écartent les hypothèses qui permettent des systèmes purifiants qui, à la façon des couches d›oignons, sont regroupés par niveaux, contribuant ainsi à consolider les sciences sociales. Dans cette section, nous trouvons deux articles importants orientés selon cette philosophie: le premier analyse les effets sur l›information comptable des entreprises publiques du secteur de l'électricité colombien de la mise en oeuvre de la résolution 743 de 2013 concernant l'adoption des normes internationales d›information financière (IFRS) pour certaines entreprises publiques. Ce sujet est l›une des applications des avancées importantes dans le développement de la théorie comptable pour l›économie financieriste qui malgré cela ne parvient pas à établir des racines solides pour les conditions des pays en développement, comme enté moigne cet article qui constate que les transformations supposées sont le résultat d›un changement du modèle économique organisationnel, où, plutôt que de s›intéresser au modèle de réglementation internationale, répond à un processus de concentration des actifs stratégiques par des acteurs qui ont la capacité de saisir la réglementation, démontrant que l'approche interdisciplinaire est un terrain fertile pour mieux expliquer la réalité de ces pays dans l'environnement mondialisant qui caractérise l›économie actuelle de ces pays. Le deuxième article, intitulé "Impact de l›autofinancement sur l'innovation dans les micro, petites et moyennes entreprises colombiennes», donne un aperçu d'un aspect qui n›a pas été explicitement étudié et qui se situe aux frontières de la connaissance entre économie, finance et administration, en particulier dans un secteur important de l›économie des pays en développement, celle des MPME, qui malgré leur grande contribution au bien-être économique de la population, occupant 80% de la population de ces pays, n'a pas fait l›effort intellectuel de nos chercheurs, gaspillant un espace de développement potentiel d'autonomie qui ouvrira la voie à un véritable développement socioéconomique de notre région. Les résultats descriptifs montrent que les PMI colombiennes utilisent principalement leurs propres ressources pour leurs investissements, et les résultats inférentiels obtenus par régression linéaire indiquent que le financement interne a une influence positive et significative sur leur innovation globale, ainsi que sur celle de leurs produits/services, processus de production et gestion. Il s›agit d'une variable d›une importance fondamentale à impliquer dans les politiques de développement de l'industrie latino-américaine et que trèspeu de choses sont prises en considération jusqu›à présent, dans cequ›on a appelé l'économie orange, que des pays comme la Colombie veulent promouvoir. En réalité, les ressources internes ou propres restent la principale source de financement des projets d'investissement de ces entreprises et, bien que cela soit conforme aux postulats de la théorie de la hiérarchie financière, tout semble indiquer que les raisons en sont principalement les obstacles qu›elles rencontrent pour accéder au marché financier extérieur. Notre prochaine section, consacrée à ladiscipline économique, nous présente un article important centré sur l'analyse de la relation entre "La bonne gouvernance et l'efficacité de l'aide"; un sujet de la plus haute pertinence pour nos économies. Il analyse les composantes et les déterminants de la bonne gouvernance, ainsi que sa relation avec des concepts étroitement liés tels que la qualité institutionnelle et, surtout, les idées et les preuves créées sur la relation entre bonne gouvernance et efficacité de l'aide au développement. En fin, il conclut qu'il n'y a pas de consensus général sur l'efficacité de l'aide dans la promotion de la croissance économique, et qu'il y a à la fois des défenseurs et des détracteurs de cette idée. D'une manière réfléchie, elle laisse ouverte la voie à la vérification empirique des effets réels de l'aide économique et des conditions dans les quelles de meilleurs résultats seraient possibles pour le bénéfice de larges masses de la population. Nous clôturons ce numéro avec deux sections : la première, traditionnelle sur les thèmes de l›administration en tant que discipline structurellement intégrée à l'économie, la comptabilité et lafinance, et où deux articles sont développés: le premier d'entre eux estintitulé "Co-création et lesnouveaux défis de création de valeur aux quels les organisations font face. Ce sujet est d›actualité et marque une tendance de la théorie administrative moderne, qui s›articule autour de nouvelles approches de la création de valeur. Il est conclu que, pour générer une valeur durable dans lesorganisations, les actions des gestionnaires doivent être axées sur la création de valeur conjointe avec leurs clients et non sur l›objectif exclusif d'augmenter les ventes de leurs produits ou services habituellement conçus en interne et de façon fermée. Le deuxième article, intitulé "Modèle d'analyse de l'incidence du capital social sur le développement humain à Bogotá, D.C.", vise à identifier s›il existe un type de relation entre capital social et développement humain dans le contexte endogène de la ville de Bogotá. Cette fin, il est proposé demener une recherche descriptive, fondée sur une analyse de régression multiple, qui facilite la proposition d'un modèle qui détermine le niveau d'incidence du capital social dans le développement humain, à partir du calcul de l'indice de développement humain et de l'indice de capital social répartis en composantes du calcul intégral de l'indice de capital social, soit l'indice de capital cognitif, l'ICSE, l'indice de capital social structurel, l'ICSC et l'IRSCS, et de l'indice de représentation du capital social. Sur la base de ces calculs, on constate que l'ampleur et l'utilisation du capital social dans la ville sont inconnues, ce qui engendre la construction d'une société avec un haut niveau d'atomisation et un désintérêt pour les problèmes de citoyenneté. Pouvoir vérifier ces affirmations a une importance capitale pour l'adoption de politiques de développement social et humain à Bogotá, D.C., en tenant compte des différentes composantes analytiques qui ont été utilisées dans l'étude. Dans la dernière partie, consacrée à la gestion des connaissances, le sujet des brimades dues à l'orientation sexuelle chez les élèves de sexe masculin estanalysé pédagogiquement dans l'environnement de l'enseignement secondaire, qui cherche à contribuer à la prévention des comportements debrimades, en raison des effets que cela a sur le bien-être d'une population qui tend à se séparer de manière antidémocratique et qui fait déjà partie des modèles éducatifs qui doivent être orientés vers la formation des valeurs. En tant que pédagogues, nous croyons que l'éducation peut et doit créer des environnements de respect et de valorisation de la différence, où chacun peut y accéder, indépendamment de son orientation sexuelle, de son sexe ou d'autres constructions sociales ou culturelles. L'ensemble des huit articles que nous mettons à la disposition de la communauté académique, organisés en sections orientées selon les principes qui sous-tendent la philosophie scientifique et la politique éditoriale de la revue, s'inscrit dans un nouvel effort qui, nous en sommes sûrs, contribuera à renforcer le développement scientifique et technologique de nos disciplines dans un environnement qui nous est propre mais qui dialogue avec l'universalité du savoir à un niveau global et qui deviendra progressivement les grands piliers de notre développement humain et social. ; A revista Critério Livre tem desempenhado um importante papel em promover a divulgação científica como um mecanismo fundamental nos processos de transformação de nossas nações latino-americanas para sociedades melhor formadas, com um equilíbrio saudável entre o necessário crescimento da produção de bens tangíveis e intangíveis e uma mais justa distribuição da riqueza, em benefício de todas as suas populações, que buscam erradicar a pobreza, que é o maior flagelo que a humanidade ainda não conseguiu superar. Pelo exposto, nos baseamos em critérios do desenvolvimento da ciência que contribuam para esses ideais, escolhendo então os melhores artigos, submetidos a rigorosos processos de avaliação por renomados pesquisadores nacionais e internacionais, que também contribuíram para elevar a qualidade científica dos mesmos através de seus atinadas observações,e também a desenvolver o pensamento científico e a utilização do melhorestilo para sua comunicação, enriquecendo o pensamento científico social em nossos países. Podemos resumir esses princípios assim: o desenvolvimento da ciência e da tecnologia como expressão de sistemas valorativos e socioculturais dados, o desenvolvimento da ciência a serviço da transformação produtiva em benefício da sociedade, a conscientização sobre o papel da ciência e da tecnologia na definição das relações de poder nos níveis nacional e internacional e sua inserção nas políticas de desenvolvimento, a utilização da ciência e da inovação tecnológica como instrumentos de autonomia, a abertura a abordagens inovadoras na consolidação da ciencia social, a liberdade do pensamento crítico em todos os níveis da gestão do conhecimento científico, entre outros. Neste sentido, tentamos fortalecer a análise e o desenvolvimento crítico das ciências econômicas, administrativas, financeiras e contábeis, abrindo um espaço para a discussão e desenvolvimento da epistemologia de estas ciências sociais, que cada vez mais torna-se o eixo central de nossa revista. A presente edição inclui dois itens que fazem parte desta discussão epistemológica: no primeiro deles, o pesquisador José J. Ortiz B. planta um dilema que acompanha o desenvolvimento da ciência contábil, "A crise da representação contábil: problemas da ciência social ou política do poder?", em que busca esclarecer os fatores que originam a problemática da representação contábil a partir de uma reflexão sobre os fundamentos teóricos que sustentam este importante tema e os referentes empíricos que mostram esta problemática, fatores que foram vistos como um obstáculo epistémico na consolidação dessa jovem ciência e o que o autor pretende contribuir para seu esclarecimento epistemológico e a proposta de alternativas de solução, que propõe para discussão com a comunidade científica com uma abordagem interdisciplinar e a partir do paradigma da complexidade. No segundo artigo, o profesor Jean Paul Sarrazin levanta uma interessante dissertação sobre "Religião: nós sabemos do que estamos falando? Análise da viabilidade de uma categoria analítica para as ciências sociais". O objetivo desta revisão foi encontrar uma categoria analítica, precisa, clara e suficientemente ampla para estudar empiricamente a vasta gama de fenômenos sócio-culturais que podem ser ou foram considerados como "religiosos". Conclui que, a pesar da ausência de uma categoria analítica unificada, alguns dos elementos mais destacados nas diferentes definições podem constituir, em si mesmos, categorias analíticas úteis para a investigação empírica. Pode-se deducir que esta seção tem sido fiel aos princípios que expusemos no início deste editorial, e que esperamos que continue transformando em uma tribuna aberta para o desenvolvimento científico de nossas disciplinas. Uma segunda seção, dedicada à contabilidade e as finanças, define temáticas que se tornaram de interesse substancial devido ao forte desenvolvimento teórico que atingiram essas disciplinas, chegando a uma fase em que as disputas dos paradigmas que sustentam várias abordagens foram decantado e é nesse terreno onde surgem contribuições que consolidam os importantes esquemas teóricos ou que, por outro lado, descartam hipótese que permitem depurar sistemas que, à maneira das camadas duma cebola, serão agrupadas por níveis, o que contribui para a consolidação das ciências sociais. Nesta seção encontramos dois importantes artigos orientados sob desta filosofia: o primeiro analisa os efeitos que sobre a informação contabilística das empresas públicas do setor elétrico colombiano teve a implementação da Resolução 743 de 2013, relativa à adopção de Normas Internacionais de Informação Financeira (NIIF) para algumas empresas públicas. Este tópico é um dos aplicativos de importantes avanços do desenvolvimento da teoria contábil para a economia financierista, que apesar disso não consegue establecer sólidas raízes para as condições dos países em desenvolvimento, como o comprova este artigo que encontra que as transformações assumidas são o resultado de uma mudança de modelo econômico, organizacional, onde, mais que atender o modelo de regulação internacional, responde a um processo de concentração de ativos estratégicos por parte de atores que têm a capacidade de capturar a regulação, demonstrando que a abordagem interdisciplinar é um campo fértil para explicar de uma maneira melhor a realidade destes países no ambiente globalizador que caracteriza a economía atual de tais países. O segundo artigo, sobre "o Impacto do autofinanciamento sobre a inovação das micro, pequenas e médias empresas colombianas", permite aprofundar um aspecto que não tem sido explicitamente estudado e que se situa na fronteira entre a economia, as finanças e a administração, dirigido especialmente a um setor importante da economia dos países em desenvolvimento, as empresas Mipymes, que apesar de suas grandes contribuições para o bem-estar económico da população, ao ocupar 80% da mesma em cada um destes países, não lhe foi dedicado um esforço intelectual por parte dos nossos investigadores, desaprovechando um espaço potencial de desenvolvimento da autonomia que permite desbrozar o caminho do verdadeiro desenvolvimento sócio-econômico de nossa região. Os resultados descritivos mostram que as Mipymes colombianas utilizam prioritariamente os recursos próprios para os investimentos, e os resultados inferenciales obtidos através de regressões lineares indicam que o financiamento interno influencia positiva e significativamente na inovação global, assim como a de seus produtos/serviços, processos produtivos e de gestão. Esta é uma variável de importância fundamental para ser envolvida nas políticas de desenvolvimento para a indústria latino-americana e que muito pouco se leva em consideração até agora, no que se tem denominado a economía laranja, que países como a Colômbia querem promover. A realidade é que os recursos internos ou próprios continuam sendo a principal fonte de financiamento para os projectos de investimento destas empresas, e se bem que isso é coerente com os postulados da teoria da hierarquia financeira, tudo parece indicar que as razões são principalmente as barreiras que encontram para acessar o mercado financeiro externo. A nossa seguinte secção, dedicada à disciplina económica, mostra-nos um importante artigo focado à análise da relação entre "Bom governo e eficácia da ajuda ao desenvolvimento", tema de altísima pertinência para as nossas economias. O artigo propõe-se aprofundar na origem e as mudanças experimentadas pela noção de bom governo; analisa os constituintes e determinantes do mesmo, bem como a sua relação com conceitos próximos como a qualidade institucional, e sobretudo, as ideias e a evidência criada sobre as relações entre o bom governo e a efetividade da ajuda ao desenvolvimento. Finalmente chega à conclusão de que não existe um consenso geral quanto a que a ajuda seja eficaz para promover o crescimento económico, e existem tanto defensores como detratores desta ideia. De maneira reflexiva deixa aberto o caminho para verificar empiricamente os verdadeiros efeitos da ajuda económica e as condições baixo as quais seriam possíveis uns melhores resultados em benefício de grandes massas da população. Fechamos esta edição com duas secções: a primeira, tradicional sobre temas de administração como disciplina que se integra estruturalmente com a económica, a contável e financeira, e onde se desenvolvem dois artigos: o primeiro destes se titula "A co-criação e os novos reptos de geração de valor que enfrentam as organizações". Esta temática é de grande atualidade e marca uma tendência na moderna teoria administrativa, que está a girar sobre as novas focagens da geração de valor. Conclui-se que, para gerar um valor sustentado nas organizações, o foco das ações dos gestores deve ser a criação de valor conjunta com os seus clientes e não a exclusiva meta de aumentar as vendas dos seus produtos ou serviços habitualmente desenhados de maneira interna e fechada. O segundo artigo, baixo o título "Modelo para analisar a incidência do capital social no desenvolvimento humano em Bogotá, D.C.", centra-se em identificar se existe um tipo de relação entre o capital social e o desenvolvimento humano no contexto endógeno da cidade de Bogotá. Para tal fim, propõe-se fazer uma investigação descritiva, baseada em análise de regressão múltipla, que facilita a proposição de um modelo que determina o nível de incidência do capital social no desenvolvimento humano, partindo do cálculo do Índice de desenvolvimento humano e do Índice de capital social decomposto em índice de capital cognitivo, ICSC, índice de capital social estrutural, ICSE, Índice de representação social do capital social, IRSCS, componentes do cálculo integral do índice de capital social. Com base nesses cálculos chega-se a comprovar que na cidade se desconhecem o alcance e o uso do capital social, o que gera construir uma sociedade com alto nível de atomização e desinteresse pelos problemas da cidadania. Poder comprovar estes asertos é de soma importância para adotar políticas de desenvolvimento social e humano no D.C., atendendo os diferentes componentes analíticos que se utilizaram no estudo. Na última secção, dedicada à gestão do conhecimento, analisa-se pedagógicamente o tema do bullying por orientação sexual entre estudantes masculinos no ambiente da educação média, que procura contribuir à prevenção de comportamentos de bullying, pelos efeitos que isso tem no bem-estar de uma população que tende a segregarse de maneira antidemocrática e que já faz parte dos modelos educativos que devem orientar à formação de valores. Como pedagogos, achamos que a educação pode e deve criar ambientes de respeito e valoração da diferença, em onde todos possam aceder a ela, sem importar a orientação sexual, o género ou outras construções sociais ou culturais. O conjunto dos oito artigos que pomos ao dispor da comunidade académica, organizados nas secções orientadas segundo os princípios que fundamentam a filosofia científica e a política editorial da revista, se configura em um novo esforço que estamos seguros contribuirá ao fortalecimiento do desenvolvimento científico e tecnológico das nossas disciplinas em um meio que nos é próprio, mas que dialoga com a universalidade do conhecimento a nível global, e que progressivamente constituir-se-ão nos grandes pilares do nosso desenvolvimento humano e social.

Criterio Libre magazine has played an important role in promoting scientific dissemination as a fundamental mechanism in the transformation processes of our Latin American nations towards better formed societies, with a healthy balance between the necessary growth of the production of tangible and intangible goods and a more fair distribution of wealth, for the benefit of all its populations, which seek to eradicate poverty, which is the greatest scourge that humanity has not yet been able to overcome. Therefore, we rely on criteria of the development of science that contribute to these ideals, choosing then the best articles, subjected to rigorous evaluation processes by recognized national and international researchers, who have also contributed to raise the scientific quality of them through his thoughtful observations and also to develop scientific thinking and the use of the best style for their communication, enriching the social scientific thought in our nations. We can summarize these principles as follows: the development of science and technology as an expression of given sociocultural and valorative systems, the development of science at the service of productive transformation for the benefit of society, the awareness of the role of science and technology in the definition of power relations at the national and international levels and its insertion in development policies, the use of science and technological innovation as instruments of autonomy, openness to novel approaches in the consolidation of social science, the freedom of critical thinking at all levels of scientific knowledge management, among others. In this sense, we have tried to strengthen the analysis and critical development of economic, administrative, financial and accounting sciences, opening a space for the discussion and development of the epistemology of these social sciences, which increasingly becomes the central axis of our magazine. The present edition of Criterio Libre includes two articles that enrich this epistemological discussion: in the first one the researcher José J. Ortiz B. poses a dilemma that accompanies the development of accounting science, "The crisis of accounting representation: problems of science social or power politics?", which seeks to clarify the factors that originate the problem of accounting representation from a reflection on the theoretical foundations that support this important topic and the empirical references that show this problem, factors that have been seen as an epistemic obstacle in the consolidation of this young science and to which the author intends to contribute in his epistemological clarification and in the proposal of alternative solutions, which he proposes for discussion to the scientific community with an interdisciplinary approach and from the paradigm of complexity. In the second article, Professor Jean Paul Sarrazin poses an interesting dissertation on "Religion: do we know what we are talking about? Examination on the feasibility of an analytical category for the social sciences". The objective of this review was to find an analytical category that is precise, clear and sufficiently broad to study empirically the vast range of sociocultural phenomena that can be or have been considered as "religious". It concludes that in spite of the absence of a unified analytical category, some of the most prominent elements in the different definitions can constitute, by themselves, useful analytical categories for empirical research. It can be deduced that this section has been faithful to the principles that we exposed at the beginning of this editorial and that we hope will continue to become an open forum for the scientific development of our disciplines. A second section, devoted to accounting and finance, defines topics that have become of substantial interest due to the strong theoretical development that these disciplines have reached, arriving to a phase in which the disputes of the paradigms that support different approaches have been decanted, and it is in this field where contributions arise that consolidate important theoretical schemes or that, on the other hand, discard hypotheses that allow debugging systems that, in the manner of the layers of an onion, are grouped by levels, which contributes to the consolidation of the social sciences. In this section we find two important articles oriented under this philosophy: the first one analyzes the effects on the accounting information of public companies in the Colombian electricity sector of the implementation of Resolution 743 of 2013 regarding the adoption of International Financial Reporting Standards (IFRS) for some public companies. This topic is one of the applications of the important advances in the development of accounting theory for the financial economy, which in spite of this does not manage to establish solid roots for the conditions of the developing countries, as this article proves that the transformations assumed are the result of a change in the organizational economic model, where, rather than attending to the international regulation model, it responds to a process of concentration of strategic assets by actors that have the ability to capture regulation, demonstrating that the interdisciplinary approach is a fertile ground to explain in a better way the reality of these countries in the globalizing environment that characterizes the current economy of these countries. The second article, about the "Impact of self-financing on the innovation of micro, small and medium-sized Colombian companies," allows us to delve into an aspect that has not been explicitly studied and that is located at the frontiers of knowledge between economics, finance and the administration, especially directed at an important sector of the economy of the developing countries, that of the MSME companies, which despite their great contributions to the economic well-being of the population, occupying 80% of it in these countries, no intellectual effort has been devoted by our researchers, wasting a space of potential development of autonomy that will clear the way for the true socioeconomic development of our region. The descriptive results show that Colombian MSMEs use their own resources as a priority for their investments, and inferential results obtained through linear regressions indicate that internal financing has a positive and significant influence on their overall innovation, as well as on their products/services, productive processes and management. This is a variable of fundamental importance to be involved in the development policies for the Latin American industry and that very little is taken into consideration until now, in what has been called the Orange economy, which countries like Colombia want to promote. The reality is that internal or own resources are still the main source of funding for the investment projects of these companies, and while this is consistent with the postulates of the theory of financial hierarchy, everything seems to indicate that the reasons for this are mainly the barriers they encounter to access the external financial market. The next section, dedicated to economic discipline, shows us an important article focused on the analysis of the relationship between "Good governance and effectiveness of development aid", a topic of high relevance for our economies. The article aims to deepen the origin and changes experienced by the notion of good governance; analyzes the constituents and determinants of it, as well as its relationship with close concepts such as institutional quality, and above all, the ideas and evidence created on the relationship between good governance and the effectiveness of development aid. Finally, it concludes that there is no general consensus that aid has been effective in promoting economic growth, and there are both supporters and opponents of this idea. Reflectively, it paves the way for empirically verifying the true effects of economic aid and the conditions under which better results would be possible for the benefit of large masses of the population. This edition closes with two sections: the first one, traditional on topics of administration as a discipline that is structurally integrated with the economic, accounting and financial, and where two articles are developed: the first of these is entitled "Co-creation and new challenges of generating value that organizations face". This matter is very topical and marks a trend in modern administrative theory, which is revolving around the new approaches to the generation of value. It is concluded that, in order to generate a sustained value in organizations, the focus of the managers' actions must be the creation of joint value with their clients and not the exclusive goal of increasing the sales of their products or services usually designed internally and closed. The second article, under the title "Model to analyze the incidence of social capital in human development in Bogotá, DC", focuses on identifying whether there is a type of relationship between social capital and human development in the endogenous context of the city of Bogota. For this purpose, it is proposed to conduct a descriptive investigation, based on multiple regression analysis, which facilitates the proposal of a model that determines the level of incidence of social capital in human development, based on the calculation of the Human Development Index and the Index Decomposed social capital in cognitive capital index, ICSC, structural social capital index, ICSE, social representation index of social capital, IRSCS, components of the integral calculation of the social capital index. Based on these calculations, it is verified that the scope and use of social capital are unknown in the city, which generates a society with a high level of atomization and disinterest about the problems of citizenship. Being able to verify these assertions has the utmost importance to adopt policies of social and human development in the D.C., taking into account the different analytical components that were used in the study. In the last section, dedicated to knowledge management, the issue of bullying is analyzed pedagogically by sexual orientation among male students in the environment of secondary education, which seeks to contribute to the prevention of bullying behaviors, due to the effects that this has in the welfare of a population that tends to segregate in an undemocratic manner and that is already part of the educational models that should be oriented towards the formation of values. As pedagogues, we believe that education can and should create environments of respect and appreciation of difference, where everyone can access it, regardless of sexual orientation, gender or other social or cultural constructions. The set of the eight articles that we put at the disposal of the academic community, organized in the sections oriented according to the principles that support the scientific philosophy and the editorial policy of the magazine, is configured in a new effort that we are sure will contribute to the strengthening of the scientific and technological development of our disciplines in an environment that is ours, but that dialogues with the universality of knowledge at a global level, and that progressively will become the great pillars of our human and social development ; La revista Criterio Libre ha venido desempeñando un rol importante en la promoción de la divulgación científica como mecanismo fundamental en los procesos de transformación de nuestras naciones hispanoamericanas hacia sociedades mejor conformadas, con un sano equilibrio entre el necesario crecimiento de la producción de bienes tangibles e intangibles y una más justa distribución de la riqueza, en beneficio de todas sus poblaciones que buscan la erradicación de la pobreza, el mayor flagelo que la humanidad aún no ha podido superar. En ese orden de ideas, nos hemos fundamentado en criterios del desarrollo de la ciencia que contribuyan a esos ideales, seleccionando los mejores artículos, sometidos a procesos rigurosos de evaluación por reconocidos investigadores nacionales e internacionales, quienes también han contribuido a elevar la calidad científica de los mismos con sus atinadas observaciones y también a desarrollar el pensamiento científico y la utilización del mejor estilo para su comunicación, enriqueciendo el pensamiento científico social en nuestras naciones. Dichos principios los podemos sintetizar de la siguiente manera: El desarrollo de la ciencia y la tecnología como expresión de sistemas valorativos y socioculturales dados, el desarrollo de la ciencia al servicio de la transformación productiva en beneficio de la sociedad, la concientización del papel que tienen la ciencia y la tecnología en la definición de las relaciones de poder en los niveles nacional e internacional y su inserción en las políticas de desarrollo, la utilización de la ciencia y de la innovación tecnológica como instrumentos de autonomía, la apertura a enfoques novedosos en la consolidación de la ciencia social, la libertad del pensamiento crítico en todos los niveles de la gestión del conocimiento científico, entre otros. En tal sentido hemos querido fortalecer el análisis y desarrollo crítico de las ciencias económicas, administrativas, financieras y contables, abriendo un espacio para la discusión y desarrollo de la epistemología de estas ciencias sociales, que cada vez más se convierte en columna vertebral de nuestra revista. En el presente número se incluyen dos artículos que enriquecen dicha discusión epistemológica: en el primero de ellos el investigador José J. Ortiz B. nos plantea un dilema que acompaña el desarrollo de la ciencia contable, "La crisis de la representación contable: ¿problemas de la ciencia social o de la política del poder?", en donde busca dar claridad a los factores que originan la problemática de la representación contable a partir de una reflexión sobre los fundamentos teóricos que sustentan este importante tópico y los referentes empíricos que muestran dicha problemática, factores que necesariamente se han expresado como un obstáculo epistémico en la consolidación de esta joven ciencia y al que el autor pretende aportar tanto en su esclarecimiento epistemológico, como en la propuesta de alternativas de solución, que pone para discusión a la comunidad científica con un enfoque interdisciplinario y desde el paradigma de la complejidad. En el segundo artículo el profesor Jean Paul Sarrazin nos plantea una interesante 18 Universidad Libre disertación alrededor del concepto "Religión: ¿sabemos de lo que estamos hablando? Examen sobre la viabilidad de una categoría analítica para las ciencias sociales". El objetivo de esta revisión fue encontrar una categoría analítica precisa, clara y suficientemente amplia para estudiar empíricamente la vasta gama de fenómenos socioculturales que pueden ser o han sido considerados como "religiosos". Se concluye que a pesar de la ausencia de una categoría analítica unificada algunos de los elementos más destacados en las diferentes definiciones pueden constituir, en sí mismos, categorías analíticas útiles para la investigación empírica. Se puede deducir que esta sección ha sido fiel a los principios que expusimos al comienzo de este editorial y que esperamos se siga convirtiendo en tribuna abierta para el desarrollo científico de nuestras disciplinas. Una segunda sección, dedicada a la contabilidad y las finanzas, define temáticas que se han tornado de interés sustancial dado el fuerte desarrollo teórico que han venido alcanzado esas disciplinas, llegando a una fase en que las disputas de los paradigmas que sustentan diversos enfoques se han venido decantando y es en ese terreno donde florecen aportes que consolidan esquemas teóricos importantes o que, por otro lado, descartan hipótesis que permiten depurar sistemas que, a la manera de las capas de la cebolla, se van agrupando por niveles, lo cual contribuye a la consolidación de las ciencias sociales. En esta sección encontramos dos importantes artículos orientados bajo esa filosofía: el primero de ellos analiza los efectos que sobre la información contable de las empresas públicas del sector eléctrico colombiano tuvo la implementación de la Resolución 743 de 2013, la cual se refiere a la adopción de Normas Internacionales de Información Financiera (NIIF) para algunas empresas públicas, siendo este tópico uno de los aplicativos de los avances importantes del desarrollo de la teoría contable para la economía financierista, que a pesar de ello no logra asentar sólidas raíces para las condiciones de los países en desarrollo, como lo comprueba este artículo que encuentra que las transformaciones asumidas son el resultado de un cambio de modelo económico organizacional, en donde más que atender el modelo de regulación internacional, responde a un proceso de concentración de activos estratégicos por parte de actores que tienen la capacidad de capturar la regulación, demostrando que es el enfoque interdisciplinario un campo fértil para explicar de una mejor manera la realidad de estos países en el entorno globalizador que caracteriza la economía actual de dichos países. El segundo artículo acerca del "Impacto del autofinanciamiento sobre la innovación de las micro, pequeñas y medianas empresas colombianas", permite profundizar en un aspecto que no ha sido explícitamente estudiado y que se ubica en las fronteras del conocimiento entre la economía, las finanzas y la administración, dirigido especialmente a un sector importante de la economía de los países en desarrollo, el de las empresas Mipymes, que a pesar de sus grandes aportes al bienestar económico de la población al ocupar 80% de la misma en estos países, no se le ha dedicado un esfuerzo intelectual por parte de nuestros investigadores, desaprovechando un espacio de potencial desarrollo de la autonomía que permitirá desbrozar el camino del verdadero desarrollo socioeconómico de nuestra región. Los resultados descriptivos muestran que las Mipymes colombianas utilizan prioritariamente recursos propios para sus inversiones, y los resultados inferenciales obtenidos mediante regresiones lineales señalan que el financiamiento interno influye positiva y significativamente en su innovación global, así como en la de sus productos/servicios, procesos productivos y gestión. Esto es una variable de importancia fundamental para ser involucrada en las políticas de desarrollo para la industria latinoamericana y que muy poco se toma en consideración hasta ahora, en lo que se ha venido denominando la economía naranja, que países como Colombia quieren fomentar. La realidad es que los recursos internos o propios siguen siendo la principal fuente de financiación para los proyectos de inversión de estas empresas y si bien ello es coherente con los postulados de la teoría de la jerarquía financiera, todo parece indicar que las razones de esto son principalmente las barreras que encuentran para acceder al mercado financiero externo. Nuestra siguiente sección, dedicada a la disciplina económica, nos muestra un importante artículo enfocado al análisis de la relación entre "Buen gobierno y eficacia de la ayuda al desarrollo", tema de altísima pertinencia para nuestras economías. El artículo se propone profundizar en el origen y los cambios experimentados por la noción de buen gobierno; analiza los constituyentes y determinantes del mismo, así como su relación con conceptos cercanos como el de calidad institucional, y sobre todo, las ideas y la evidencia creada sobre las relaciones entre el buen gobierno y la efectividad de la ayuda al desarrollo. Finalmente llega a la conclusión de que no existe un consenso general en cuanto a que la ayuda haya sido eficaz para promover el crecimiento económico, y existen tanto defensores como detractores de esta idea. De manera reflexiva deja abierto el camino para verificar empíricamente los verdaderos efectos de la ayuda económica y las condiciones bajo las cuales se harían posibles unos mejores resultados en beneficio de grandes masas de la población. Cerramos este número con dos secciones: la primera, tradicional sobre temas de administración como disciplina que se integra estructuralmente con la económica, la contable y financiera, y donde se desarrollan dos artículos: el primero de estos se titula "La co-creación y los nuevos retos de generación de valor que enfrentan las organizaciones", siendo esta temática de gran actualidad y que marca una tendencia en la moderna teoría administrativa, que está girando sobre los nuevos enfoques de la generación de valor. Se concluye que, para generar un valor sostenido en las organizaciones, el foco de las acciones de los gestores debe ser la creación de valor conjunta con sus clientes y no la exclusiva meta de aumentar las ventas de sus productos o servicios habitualmente diseñados de manera interna y cerrada. El segundo artículo bajo el título "Modelo para analizar la incidencia del capital social en el desarrollo humano en Bogotá, D.C.", se centra en identificar si existe un tipo de relación entre el capital social y el desarrollo humano en el contexto endógeno de la ciudad de Bogotá. Para tal fin, se propone hacer una investigación descriptiva basada en análisis de regresión múltiple que facilita la proposición de un modelo que determina el nivel de incidencia del capital social en el desarrollo humano, partiendo del cálculo del Índice de desarrollo humano y del Índice de capital social descompuesto en índice 20 Universidad Libre de capital cognitivo, ICSC, índice de capital social estructural, ICSE, Índice de representación social del capital social, IRSCS, componentes del cálculo integral del índice de capital social. Con base en esos cálculos se llega a comprobar que en la ciudad se desconocen el alcance y uso del capital social, lo que genera construir una sociedad con alto nivel de atomización y desinterés por los problemas de la ciudadanía. Poder comprobar estos asertos es de suma importancia para adoptar políticas de desarrollo social y humano en el D.C., atendiendo los diferentes componentes analíticos que se utilizaron en el estudio. En la última sección, dedicada a la gestión del conocimiento, se analiza pedagógicamente el tema del bullying por orientación sexual entre estudiantes masculinos en el ambiente de la educación media, que busca contribuir a la prevención de comportamientos de bullying, por los efectos que ello tiene en el bienestar de una población que tiende a segregarse de manera antidemocrática y que ya hace parte de los modelos educativos que deben orientarse a la formación de valores. Como pedagogos, creemos que la educación puede y debe crear ambientes de respeto y valoración de la diferencia, en donde todos puedan acceder a ella, sin importar la orientación sexual, el género u otras construcciones sociales o culturales. El conjunto de los ocho artículos que ponemos a disposición de la comunidad académica, organizados en las secciones orientadas según los principios que fundamentan la filosofía científica y la política editorial de la revista, se configura en un nuevo esfuerzo que estamos seguros contribuirá al fortalecimiento del desarrollo científico y tecnológico de nuestras disciplinas en un entorno que nos es propio, pero que dialoga con la universalidad del conocimiento a nivel global, y que progresivamente se constituirán en los grandes pilares de nuestro desarrollo humano y social. ; La revue Criterio Libre a occupé un important rôle en promouvoir la divulgation scientifique comme mécanisme fondamental dans les procès de transformation de nos nations latino-americaines vers sociétés meilleure conformées, avec un sain équilibre entre la nécessaire croissance de la production de biens tangibles et intangibles et une plus juste distribution de la richesse, au profit de toutes ses populations, que cherchent éradiquer la pauvreté, qu'il est le majeur fléau que l'humanité encore n'a pas pu surpasser. Par l'antérieur, nous basons sur des critères du développement de la science qu'ils contribuent à ces idéals, en choisissant alors les meilleurs articles, soumis à des rigoureux procès d'évaluation par des reconnus chercheurs nationaux et internationaux, qui ont aussi contribué à élever la qualité scientifique des mêmes par leur sages observations et aussi à développer la pensée scientifique et l'utilisation du meilleur style pour sa communication, en enrichissant la pensé scientifique sociale dans nos nations. Nous pouvons résumer dits principes: le développement de la science et la technologie comme expression de systèmes d'évaluation et socio-culturelles donnés, le développement de la science au service de la transformation productive au profit de la société, la prise de conscience du rôle de la science et la technologie dans la définition des relations de pouvoir en les niveaux nationaux et internationaux et son insertion dans les politiques de développement, l›utilisation de la science et de l›innovation technologique comme des instruments d›autonomie, l›ouverture à nouvelles approches dans la consolidation de la science sociale, la liberté de la pensée critique en tous les niveaux de la gestion de la connaissance scientifique, entre autrui. Dans ce sens, nous avons essayé fortifier l'analyse et développement critique des sciences économiques, administratives, financiers et comptables, en ouvrant un espace pour la discussion et développement de l'epistemologie de ces sciences sociales, que de plus en plus se convertit dans l'axe central de notre revue. La présente édition comprend deux articles qu'ils enrichissent dite discussion epistémológique: en le premier d'ils le chercheur José J. Ortiz B. pose un dilemme qu'accompagne le développement de la science comptable, "La crise de la représentation comptable: ¿problèmes de la science sociale ou de la politique du pouvoir?", dans lequel cherche éclaircir les facteurs qu'ils causent la problématique de la représentation comptable à partir d'une réflexion sur les fondements théoriques qu'ils soutiennent cet important question et les référents empiriques qui montrent cette problématique, facteurs qui ont été considérés comme un obstacle épistémique à la consolidation de cette jeune science et aux quels l›auteur entend contribuir dans sa clarification épistémologique et dans la proposition de solutions alternatives qu›il donne à lacommunauté scientifique avec une approche interdisciplinaire et du paradigme de la complexité. Dans le deuxième article, le professeur Jean Paul Sarrazin fait une thèse intéressante sur "Religion: savons-nous de quoi nous parlons? Examen de la faisabilité d›une catégorie analytique pour les sciences sociales". L'objectif de cette revue était de trouver une catégorie analytique précise, claire et suffisamment large pour étudier empiriquement la vaste gamme de phénomènes socio-culturelles qui peuvent être ou ont été considérés comme "religieux". Il conclut qu'en dépit de l›absence d›unecatégorie analytique unifiée, certains éléments les plus saillants des différentes définitions peuvent euxmêmes constituer des catégories analytiques utiles à la recherche empirique. On peut déduire que cette section a été fidèle aux principes que nous avons énoncé au début de cet éditorial et que nous espérons qu'ils continuera à devenir une plateforme ouverte pour le développement scientifique de nos disciplines. Une deuxième section, consacrée à la comptabilité et à la finance, définit les sujets qui sont devenus d›un intérêt substantiel en raison du fort développement théorique que ces disciplines ont atteint, atteignant une phase dans la quelle les différends des paradigmes qui soutiennent diverses approches ont été réglés et c'est dans ce domaine que les contributions surgissent qui consolident des schémas théoriques importants ou qui, d'autrepart, écartent les hypothèses qui permettent des systèmes purifiants qui, à la façon des couches d›oignons, sont regroupés par niveaux, contribuant ainsi à consolider les sciences sociales. Dans cette section, nous trouvons deux articles importants orientés selon cette philosophie: le premier analyse les effets sur l›information comptable des entreprises publiques du secteur de l'électricité colombien de la mise en oeuvre de la résolution 743 de 2013 concernant l'adoption des normes internationales d›information financière (IFRS) pour certaines entreprises publiques. Ce sujet est l›une des applications des avancées importantes dans le développement de la théorie comptable pour l›économie financieriste qui malgré cela ne parvient pas à établir des racines solides pour les conditions des pays en développement, comme enté moigne cet article qui constate que les transformations supposées sont le résultat d›un changement du modèle économique organisationnel, où, plutôt que de s›intéresser au modèle de réglementation internationale, répond à un processus de concentration des actifs stratégiques par des acteurs qui ont la capacité de saisir la réglementation, démontrant que l'approche interdisciplinaire est un terrain fertile pour mieux expliquer la réalité de ces pays dans l'environnement mondialisant qui caractérise l›économie actuelle de ces pays. Le deuxième article, intitulé "Impact de l›autofinancement sur l'innovation dans les micro, petites et moyennes entreprises colombiennes», donne un aperçu d'un aspect qui n›a pas été explicitement étudié et qui se situe aux frontières de la connaissance entre économie, finance et administration, en particulier dans un secteur important de l›économie des pays en développement, celle des MPME, qui malgré leur grande contribution au bien-être économique de la population, occupant 80% de la population de ces pays, n'a pas fait l›effort intellectuel de nos chercheurs, gaspillant un espace de développement potentiel d'autonomie qui ouvrira la voie à un véritable développement socioéconomique de notre région. Les résultats descriptifs montrent que les PMI colombiennes utilisent principalement leurs propres ressources pour leurs investissements, et les résultats inférentiels obtenus par régression linéaire indiquent que le financement interne a une influence positive et significative sur leur innovation globale, ainsi que sur celle de leurs produits/services, processus de production et gestion. Il s›agit d'une variable d›une importance fondamentale à impliquer dans les politiques de développement de l'industrie latino-américaine et que trèspeu de choses sont prises en considération jusqu›à présent, dans cequ›on a appelé l'économie orange, que des pays comme la Colombie veulent promouvoir. En réalité, les ressources internes ou propres restent la principale source de financement des projets d'investissement de ces entreprises et, bien que cela soit conforme aux postulats de la théorie de la hiérarchie financière, tout semble indiquer que les raisons en sont principalement les obstacles qu›elles rencontrent pour accéder au marché financier extérieur. Notre prochaine section, consacrée à ladiscipline économique, nous présente un article important centré sur l'analyse de la relation entre "La bonne gouvernance et l'efficacité de l'aide"; un sujet de la plus haute pertinence pour nos économies. Il analyse les composantes et les déterminants de la bonne gouvernance, ainsi que sa relation avec des concepts étroitement liés tels que la qualité institutionnelle et, surtout, les idées et les preuves créées sur la relation entre bonne gouvernance et efficacité de l'aide au développement. En fin, il conclut qu'il n'y a pas de consensus général sur l'efficacité de l'aide dans la promotion de la croissance économique, et qu'il y a à la fois des défenseurs et des détracteurs de cette idée. D'une manière réfléchie, elle laisse ouverte la voie à la vérification empirique des effets réels de l'aide économique et des conditions dans les quelles de meilleurs résultats seraient possibles pour le bénéfice de larges masses de la population. Nous clôturons ce numéro avec deux sections : la première, traditionnelle sur les thèmes de l›administration en tant que discipline structurellement intégrée à l'économie, la comptabilité et lafinance, et où deux articles sont développés: le premier d'entre eux estintitulé "Co-création et lesnouveaux défis de création de valeur aux quels les organisations font face. Ce sujet est d›actualité et marque une tendance de la théorie administrative moderne, qui s›articule autour de nouvelles approches de la création de valeur. Il est conclu que, pour générer une valeur durable dans lesorganisations, les actions des gestionnaires doivent être axées sur la création de valeur conjointe avec leurs clients et non sur l›objectif exclusif d'augmenter les ventes de leurs produits ou services habituellement conçus en interne et de façon fermée. Le deuxième article, intitulé "Modèle d'analyse de l'incidence du capital social sur le développement humain à Bogotá, D.C.", vise à identifier s›il existe un type de relation entre capital social et développement humain dans le contexte endogène de la ville de Bogotá. Cette fin, il est proposé demener une recherche descriptive, fondée sur une analyse de régression multiple, qui facilite la proposition d'un modèle qui détermine le niveau d'incidence du capital social dans le développement humain, à partir du calcul de l'indice de développement humain et de l'indice de capital social répartis en composantes du calcul intégral de l'indice de capital social, soit l'indice de capital cognitif, l'ICSE, l'indice de capital social structurel, l'ICSC et l'IRSCS, et de l'indice de représentation du capital social. Sur la base de ces calculs, on constate que l'ampleur et l'utilisation du capital social dans la ville sont inconnues, ce qui engendre la construction d'une société avec un haut niveau d'atomisation et un désintérêt pour les problèmes de citoyenneté. Pouvoir vérifier ces affirmations a une importance capitale pour l'adoption de politiques de développement social et humain à Bogotá, D.C., en tenant compte des différentes composantes analytiques qui ont été utilisées dans l'étude. Dans la dernière partie, consacrée à la gestion des connaissances, le sujet des brimades dues à l'orientation sexuelle chez les élèves de sexe masculin estanalysé pédagogiquement dans l'environnement de l'enseignement secondaire, qui cherche à contribuer à la prévention des comportements debrimades, en raison des effets que cela a sur le bien-être d'une population qui tend à se séparer de manière antidémocratique et qui fait déjà partie des modèles éducatifs qui doivent être orientés vers la formation des valeurs. En tant que pédagogues, nous croyons que l'éducation peut et doit créer des environnements de respect et de valorisation de la différence, où chacun peut y accéder, indépendamment de son orientation sexuelle, de son sexe ou d'autres constructions sociales ou culturelles. L'ensemble des huit articles que nous mettons à la disposition de la communauté académique, organisés en sections orientées selon les principes qui sous-tendent la philosophie scientifique et la politique éditoriale de la revue, s'inscrit dans un nouvel effort qui, nous en sommes sûrs, contribuera à renforcer le développement scientifique et technologique de nos disciplines dans un environnement qui nous est propre mais qui dialogue avec l'universalité du savoir à un niveau global et qui deviendra progressivement les grands piliers de notre développement humain et social. ; A revista Critério Livre tem desempenhado um importante papel em promover a divulgação científica como um mecanismo fundamental nos processos de transformação de nossas nações latino-americanas para sociedades melhor formadas, com um equilíbrio saudável entre o necessário crescimento da produção de bens tangíveis e intangíveis e uma mais justa distribuição da riqueza, em benefício de todas as suas populações, que buscam erradicar a pobreza, que é o maior flagelo que a humanidade ainda não conseguiu superar. Pelo exposto, nos baseamos em critérios do desenvolvimento da ciência que contribuam para esses ideais, escolhendo então os melhores artigos, submetidos a rigorosos processos de avaliação por renomados pesquisadores nacionais e internacionais, que também contribuíram para elevar a qualidade científica dos mesmos através de seus atinadas observações,e também a desenvolver o pensamento científico e a utilização do melhorestilo para sua comunicação, enriquecendo o pensamento científico social em nossos países. Podemos resumir esses princípios assim: o desenvolvimento da ciência e da tecnologia como expressão de sistemas valorativos e socioculturais dados, o desenvolvimento da ciência a serviço da transformação produtiva em benefício da sociedade, a conscientização sobre o papel da ciência e da tecnologia na definição das relações de poder nos níveis nacional e internacional e sua inserção nas políticas de desenvolvimento, a utilização da ciência e da inovação tecnológica como instrumentos de autonomia, a abertura a abordagens inovadoras na consolidação da ciencia social, a liberdade do pensamento crítico em todos os níveis da gestão do conhecimento científico, entre outros. Neste sentido, tentamos fortalecer a análise e o desenvolvimento crítico das ciências econômicas, administrativas, financeiras e contábeis, abrindo um espaço para a discussão e desenvolvimento da epistemologia de estas ciências sociais, que cada vez mais torna-se o eixo central de nossa revista. A presente edição inclui dois itens que fazem parte desta discussão epistemológica: no primeiro deles, o pesquisador José J. Ortiz B. planta um dilema que acompanha o desenvolvimento da ciência contábil, "A crise da representação contábil: problemas da ciência social ou política do poder?", em que busca esclarecer os fatores que originam a problemática da representação contábil a partir de uma reflexão sobre os fundamentos teóricos que sustentam este importante tema e os referentes empíricos que mostram esta problemática, fatores que foram vistos como um obstáculo epistémico na consolidação dessa jovem ciência e o que o autor pretende contribuir para seu esclarecimento epistemológico e a proposta de alternativas de solução, que propõe para discussão com a comunidade científica com uma abordagem interdisciplinar e a partir do paradigma da complexidade. No segundo artigo, o profesor Jean Paul Sarrazin levanta uma interessante dissertação sobre "Religião: nós sabemos do que estamos falando? Análise da viabilidade de uma categoria analítica para as ciências sociais". O objetivo desta revisão foi encontrar uma categoria analítica, precisa, clara e suficientemente ampla para estudar empiricamente a vasta gama de fenômenos sócio-culturais que podem ser ou foram considerados como "religiosos". Conclui que, a pesar da ausência de uma categoria analítica unificada, alguns dos elementos mais destacados nas diferentes definições podem constituir, em si mesmos, categorias analíticas úteis para a investigação empírica. Pode-se deducir que esta seção tem sido fiel aos princípios que expusemos no início deste editorial, e que esperamos que continue transformando em uma tribuna aberta para o desenvolvimento científico de nossas disciplinas. Uma segunda seção, dedicada à contabilidade e as finanças, define temáticas que se tornaram de interesse substancial devido ao forte desenvolvimento teórico que atingiram essas disciplinas, chegando a uma fase em que as disputas dos paradigmas que sustentam várias abordagens foram decantado e é nesse terreno onde surgem contribuições que consolidam os importantes esquemas teóricos ou que, por outro lado, descartam hipótese que permitem depurar sistemas que, à maneira das camadas duma cebola, serão agrupadas por níveis, o que contribui para a consolidação das ciências sociais. Nesta seção encontramos dois importantes artigos orientados sob desta filosofia: o primeiro analisa os efeitos que sobre a informação contabilística das empresas públicas do setor elétrico colombiano teve a implementação da Resolução 743 de 2013, relativa à adopção de Normas Internacionais de Informação Financeira (NIIF) para algumas empresas públicas. Este tópico é um dos aplicativos de importantes avanços do desenvolvimento da teoria contábil para a economia financierista, que apesar disso não consegue establecer sólidas raízes para as condições dos países em desenvolvimento, como o comprova este artigo que encontra que as transformações assumidas são o resultado de uma mudança de modelo econômico, organizacional, onde, mais que atender o modelo de regulação internacional, responde a um processo de concentração de ativos estratégicos por parte de atores que têm a capacidade de capturar a regulação, demonstrando que a abordagem interdisciplinar é um campo fértil para explicar de uma maneira melhor a realidade destes países no ambiente globalizador que caracteriza a economía atual de tais países. O segundo artigo, sobre "o Impacto do autofinanciamento sobre a inovação das micro, pequenas e médias empresas colombianas", permite aprofundar um aspecto que não tem sido explicitamente estudado e que se situa na fronteira entre a economia, as finanças e a administração, dirigido especialmente a um setor importante da economia dos países em desenvolvimento, as empresas Mipymes, que apesar de suas grandes contribuições para o bem-estar económico da população, ao ocupar 80% da mesma em cada um destes países, não lhe foi dedicado um esforço intelectual por parte dos nossos investigadores, desaprovechando um espaço potencial de desenvolvimento da autonomia que permite desbrozar o caminho do verdadeiro desenvolvimento sócio-econômico de nossa região. Os resultados descritivos mostram que as Mipymes colombianas utilizam prioritariamente os recursos próprios para os investimentos, e os resultados inferenciales obtidos através de regressões lineares indicam que o financiamento interno influencia positiva e significativamente na inovação global, assim como a de seus produtos/serviços, processos produtivos e de gestão. Esta é uma variável de importância fundamental para ser envolvida nas políticas de desenvolvimento para a indústria latino-americana e que muito pouco se leva em consideração até agora, no que se tem denominado a economía laranja, que países como a Colômbia querem promover. A realidade é que os recursos internos ou próprios continuam sendo a principal fonte de financiamento para os projectos de investimento destas empresas, e se bem que isso é coerente com os postulados da teoria da hierarquia financeira, tudo parece indicar que as razões são principalmente as barreiras que encontram para acessar o mercado financeiro externo. A nossa seguinte secção, dedicada à disciplina económica, mostra-nos um importante artigo focado à análise da relação entre "Bom governo e eficácia da ajuda ao desenvolvimento", tema de altísima pertinência para as nossas economias. O artigo propõe-se aprofundar na origem e as mudanças experimentadas pela noção de bom governo; analisa os constituintes e determinantes do mesmo, bem como a sua relação com conceitos próximos como a qualidade institucional, e sobretudo, as ideias e a evidência criada sobre as relações entre o bom governo e a efetividade da ajuda ao desenvolvimento. Finalmente chega à conclusão de que não existe um consenso geral quanto a que a ajuda seja eficaz para promover o crescimento económico, e existem tanto defensores como detratores desta ideia. De maneira reflexiva deixa aberto o caminho para verificar empiricamente os verdadeiros efeitos da ajuda económica e as condições baixo as quais seriam possíveis uns melhores resultados em benefício de grandes massas da população. Fechamos esta edição com duas secções: a primeira, tradicional sobre temas de administração como disciplina que se integra estruturalmente com a económica, a contável e financeira, e onde se desenvolvem dois artigos: o primeiro destes se titula "A co-criação e os novos reptos de geração de valor que enfrentam as organizações". Esta temática é de grande atualidade e marca uma tendência na moderna teoria administrativa, que está a girar sobre as novas focagens da geração de valor. Conclui-se que, para gerar um valor sustentado nas organizações, o foco das ações dos gestores deve ser a criação de valor conjunta com os seus clientes e não a exclusiva meta de aumentar as vendas dos seus produtos ou serviços habitualmente desenhados de maneira interna e fechada. O segundo artigo, baixo o título "Modelo para analisar a incidência do capital social no desenvolvimento humano em Bogotá, D.C.", centra-se em identificar se existe um tipo de relação entre o capital social e o desenvolvimento humano no contexto endógeno da cidade de Bogotá. Para tal fim, propõe-se fazer uma investigação descritiva, baseada em análise de regressão múltipla, que facilita a proposição de um modelo que determina o nível de incidência do capital social no desenvolvimento humano, partindo do cálculo do Índice de desenvolvimento humano e do Índice de capital social decomposto em índice de capital cognitivo, ICSC, índice de capital social estrutural, ICSE, Índice de representação social do capital social, IRSCS, componentes do cálculo integral do índice de capital social. Com base nesses cálculos chega-se a comprovar que na cidade se desconhecem o alcance e o uso do capital social, o que gera construir uma sociedade com alto nível de atomização e desinteresse pelos problemas da cidadania. Poder comprovar estes asertos é de soma importância para adotar políticas de desenvolvimento social e humano no D.C., atendendo os diferentes componentes analíticos que se utilizaram no estudo. Na última secção, dedicada à gestão do conhecimento, analisa-se pedagógicamente o tema do bullying por orientação sexual entre estudantes masculinos no ambiente da educação média, que procura contribuir à prevenção de comportamentos de bullying, pelos efeitos que isso tem no bem-estar de uma população que tende a segregarse de maneira antidemocrática e que já faz parte dos modelos educativos que devem orientar à formação de valores. Como pedagogos, achamos que a educação pode e deve criar ambientes de respeito e valoração da diferença, em onde todos possam aceder a ela, sem importar a orientação sexual, o género ou outras construções sociais ou culturais. O conjunto dos oito artigos que pomos ao dispor da comunidade académica, organizados nas secções orientadas segundo os princípios que fundamentam a filosofia científica e a política editorial da revista, se configura em um novo esforço que estamos seguros contribuirá ao fortalecimiento do desenvolvimento científico e tecnológico das nossas disciplinas em um meio que nos é próprio, mas que dialoga com a universalidade do conhecimento a nível global, e que progressivamente constituir-se-ão nos grandes pilares do nosso desenvolvimento humano e social.

Text en anglès i castellà. La consulta íntegra de la tesi, inclos l'article no comunicat públicament per drets d'autor, es pot realitzar prèvia petició a l'Arxiu de la UPC ; The overall aim of the thesis is to encourage the presence of sunlight into indoor spaces. The specific objective is to show that, from the lighting point of view, a good design can harness the solar reflection on the surfaces and increase the overall light level, without provoking the excessive contrast that causes glare. A literature review shows off the value of sunlight. The testimony of professional photographers describes its contribution to the visual interest. The scientific works stress the predilection that users feel in relation to the presence of sunlight, and inform about its healthy effects. People spend more and more time indoors and, therefore, require the introduction of sunlight. Ajourney through the history discovers the works and rules that are exemplary examples of good design. Nevertheless, the current legislation shows gaps when it only faces quantitative aspects (distribution of minimum light levels). The qualitative aspects (linked to the vision of light interest) should be part of the design more often. The challenge implies to be provided with tools to assess the balance of visible light into the spaces. The purpose of the glare formulations is to warn if a light contrast is excessive. The difficulty of its purpose is notable as it intends to assess the perceptive reaction of human vision, partially subjective. The attempts to validate a formulation are numerous. The thesis analyses eight indices of glare and chooses two to be included in an assessment methodology based on the reading of HDR images. The development of a script allows a data-processing succession, using the tools of Radiance, Webhdrtools and Evalglare. The methodology includes the assessment of the impact of different calibration parameters belonging to the camera (centre of bracketing) and those of the calculation instructions (calibration factor and threshold definition of glare source) to ensure the reliability of the calculations under sunlight conditions. The measurements were made in summer, at various scenarios located in two cities. In London, the first case considered a singular office lit thanks to roof and side windows (two façades). The outcome was compared with the perception of users with different nationalities and lighting cultures. Then, two meeting rooms permitted the assessment of the perception of a significant number of visual fields. The different orientation of the rooms (north and south) allowed the comparison of the effects of the solar presence inside or outside. In both cases, two variables were included: the window size and the contribution of the artificial light. In Barcelona, two other meeting rooms were studied, having both deeper solar penetrations due to the west orientation. This feature led to the consideration of the effects of several sunlight control devices: roller shutters, roller screens and vertical slats . Finally, in Barcelona, a final case served to judge a space under new conditions, characterized by an intermediate orientation (southwest) that, according to the time of day toggled the solar presence inside and outside, and a small window ratio in relation to the total facade. The results lead to specific conclusions depending on the type of solar penetration, due to the orientation, and the position that users occupy. Their joint contribution permits to suggest that the glare indexes rarely describe a disturbing or intolerable situation that would complicate a visual task. Therefore, except for the situations where the radiation falls on working surfaces, the design can incorporate the solar presence in the interiors in order to improve the lighting and thermal conditions. ; El objetivo general de la tesis es fomentar la presencia de la luz solar en los espacios interiores. El objetivo específico es demostrar que, desde el punto de vista lumínico, un buen diseño puede aprovechar la reflexión solar en las superficies y aumentar el nivel lumínico general sin que el contraste sea excesivo y cause deslumbramiento. Una revisión bibliográfica pone en valor la luz solar. El testimonio de fotógrafos profesionales describe su contribución en el interés visual. Los trabajos científicos destacan la predilección que sienten los usuarios por la presencia de la luz solar e informa de sus efectos saludables. Los individuos pasan cada vez más horas en espacios interiores y, por tanto, requieren la introducción de la luz solar. Un recorrido por la historia descubre obras y normas que son muestras ejemplares de buen diseño. Pese a ello, la legislación actual muestra carencias cuando únicamente afronta aspectos cuantitativos (reparto de niveles lumínicos mínimos). Los aspectos cualitativos (interés vinculado a la visión de la luz) deberían formar parte del diseño más a menudo. El reto implica dotarse de herramientas de evaluación del equilibrio de la luz visible en los espacios. El propósito de las fórmulas de deslumbramiento es advertir si un contraste lumínico es excesivo. La dificultad de su propósito es notable ya que pretenden evaluar la reacción perceptiva de la visión, parcialmente subjetiva. Las tentativas para validar una formulación son numerosas. La tesis analiza ocho índices de deslumbramiento y escoge dos para introducirlos en una metodología de evaluación basada en la lectura de imágenes HDR. El desarrollo de un script permite encadenar procedimientos informáticos que aprovechan herramientas de Radiance, Webhdrtool y Evalglare. La metodología incluye la valoración de la repercusión de diferentes parámetros de calibración propios de la cámara (centro del horquillado) y de las instrucciones de cálculo (factor de calibración y umbral de definición de la fuente deslumbramiento) para garantizar la fiabilidad de los cá lculos en condiciones de luz solar. Las mediciones sucedieron en verano, en escenarios diversos ubicados en dos ciudades. En Londres, el primer caso consideró una oficina singular, con luz cenital y lateral (dos fachadas). La obtención de resultados fue comparada con la percepción de unos usuarios de nacionalidades y culturas lumínicas distintas. A continuación, dos salas de reunión permitieron evaluar la percepción de un notable número de campos visuales. La distinta orientación de las salas (norte y sur) permitió comparar los efectos de la presencia solar en el interior o en el exterior. En ambos casos, dos variables fueron incorporadas: el tamaño de ventana y la contribución de la luz artificial. En Barcelona, dos otras salas de reunión fueron estudiadas, ambas con penetraciones solares más profundas a causa de la orientación oeste. Esta particularidad dio lugar a la consideración de los efectos de diferentes dispositivos de control de la luz solar: persianas o cortinas enrollables y lamas verticales. Finalmente, en Barcelona, un último caso sirvió para juzgar un espacio con condiciones distintas a las anteriores, caracterizado por una orientación intermedia (suroeste), que según la hora del día compaginaba la presencia solar en el interior y en el exterior, y por una proporción de ventana pequeña en relación a la totalidad de la fachada pequeña. Los resultados dan lugar a conclusiones específicas en función del tipo de penetración solar según las orientaciones y de la posición que ocupan los usuarios. Su contribución conjunta permite afirmar que los índices de deslumbramiento describen situaciones molestas o perturbadoras para una tarea visual en muy pocas ocasiones. Por tanto, exceptuando las situaciones en que la radiación incide sobre las superficies de trabajo, el diseño puede incorporar la presencia solar en los interiores con el fin de contribuir lumínicamente o térmicamente. ; Postprint (published version)

An educational model is especially something to be compared, to achieve a paradigm and a practical guide to guide the behavior of those involved in educational and administrative goals of the institution. The educational model forms a state of permanent reference which nouns and adjectives processes of the University, originating at the ends of education given in the Constitution, are described in the Education Act and are raised, framed to be Fulfilled in the organic law of the University statutes, regulations, and generally, the systems that regulate and indict. The educational model, despite its complexity and length, should be considered first as an indicative standard of the institution, but also as the sum of the accepted customs, unwritten codes of conduct and a way of being politically quirky conferred a distinctive college seal. The Dimensions of Model Following the definitions and conditions above, the educational model is made and harmonizes with what has been called "Dimensions", as if his background and his form had an almost geometric connotation, indicating the direction of the actions and covers the hallmarks of a whole, as an integrated whole. To achieve different approaches, containing the reasons for philosophical, educational, social, regulatory, political and operational with the educational work of the University is built adopting. The conformation of the model in dimensions is performed by the need to consolidate into one conceptual base of knowledge articulated objects that make up the essence and University activities. Accordingly, each dimension is used to group correlated and ideas that support the results. A dimension is a conceptual map that locates and lists the primary objects, ideas, ways to access them; functions and processes; subjects to apply as social entities (students and teachers) and linked to the means to apprehend knowledge; references to its scope and characteristics obey a default order and delimited; and the rules and decisions to achieve it, coupled with the resources and procedures for practice and operations. Philosophical Dimension: Institutional and educational philosophy as a starting point of the educational model, education as a product of human thought Pedagogical Dimension: It is stated, as a reference, the adoption of pedagogical and psychological potentialities associated with the current purposes of the university. Sociological Dimension: express the basics to sustain, in the sociological field, a comprehensive look at the corporate level, starting from the premise that the university, being the product of society, is a public good, a social heritage; and both his corporeal expression or material as intangible or spiritual, is the product of men and serves them. The Legal Dimension: presents the legal structure of the University. Here the bodies of rules derived from two guiding principles of the institution are: a culture of respect for the law: justice and truth, of which the Legal Dimension considers another fundamental principle is clear. The Political Dimension: represents the summary of the policy wisdom of the institution, its ability to develop networks of concepts to establish lines of congruence between the guiding principles, settled in the Philosophical Dimension; the plot of educational theory, methods, and academic and administrative processes of the academic work. The last operational dimension of the Dimensions Educational Model poses institutional conditions to be created to synthesize and guide the efforts of the University, around the transition from reality to a stage of full development, while searching for the desired future scenarios will be guided by the Mission and Vision towards the light of the educational model. ; Un modelo educativo es sobre todo, algo con que compararse, un paradigma por alcanzar y una guía práctica para orientar el comportamiento de quienes participan en los hechos educativos y administrativos de la institución. El Modelo Educativo conforma un estado de referencia permanente sobre el cual se articulan los procesos sustantivos y adjetivos de la Universidad, que parten de los fines de la educación propuestos en la Constitución, se describen en la Ley General de Educación y son planteados, para ser cumplidos, en la ley orgánica de la Universidad, sus estatutos, reglamentos, y en general, los ordenamientos que la encausan y regulan. El Modelo Educativo, pese a su complejidad y extensión, debe ser considerado primero como una norma indicativa de la institución, pero también como la suma de sus costumbres aceptadas, códigos de conducta no escritos y un modo de ser peculiar en lo político que le confiere un sello distintivo a la universidad. Las Dimensiones del ModeloSiguiendo las definiciones y condiciones anteriores, el Modelo Educativo se compone y armoniza mediante lo que se ha denominado "Dimensiones", como si su fondo y su forma tuvieran una connotación casi geométrica, que indica la dirección de las acciones y abarca las características distintivas del conjunto, como un todo integrado. Para lograrlo se adoptan diversos enfoques, que contienen las razones de orden filosófico, pedagógico, social, normativo, político y operativo con que se construye el quehacer educativo de la Universidad. La conformación del Modelo en Dimensiones se realiza por la necesidad de agrupar en una sola base conceptual articulada los objetos del conocimiento que conforman la esencia y quehacer de la Universidad. En consecuencia, cada Dimensión sirve para agrupar y correlacionar las ideas que la sustentan con los resultados. Una Dimensión es un mapa conceptual que ubica y relaciona los objetos primordiales, las ideas, con las vías para acceder a ellos; las funciones y procesos; los sujetos a quienes se aplican como entes sociales (educandos y educadores) y el conocimiento ligado a los medios para aprehenderlo; las referencias para que sus alcances y características obedezcan a un orden predeterminado y delimitado; y las normas y decisiones para lograrlo, aunadas a los recursos y procedimientos para la práctica y las operaciones. Dimensión Filosófica: La filosofía institucional y educativa como punto de partida del Modelo Educativo, La educación como producto del pensamiento humanoDimensión Pedagógica:Se enuncia, como referencia, la adopción de corrientes pedagógicas y psicológicas asociadas a las potencialidades de los fines universitarios.Dimensión Sociológica: expresa los conceptos básicos para sustentar, en el campo de lo sociológico, una visión integral de alcance institucional, partiendo de la premisa de que la universidad, al ser producto de la sociedad, es un bien público, un patrimonio social; y tanto su expresión corpórea o material como intangible o espiritual, es producto de los hombres y está al servicio de ellos.La Dimensión Jurídica:presenta la estructura jurídica de la Universidad. En ella se muestran los cuerpos de normas que derivan de dos principios rectores de la institución: la justicia y la verdad, de los cuales se desprende la Dimensión Jurídica que considera otro principio fundamental: la cultura de respeto a la ley.La Dimensión Política:representa el resumen de la sabiduría directiva de la institución, de su capacidad para desarrollar redes de conceptos que establezcan líneas de congruencia entre los principios rectores, asentados en la Dimensión Filosófica; la trama de las tesis educativas, los métodos y procesos académicos y administrativos del quehacer académico.Dimensión operativaLa ultima de las Dimensiones del Modelo Educativo plantea las condiciones institucionales que deben crearse para sintetizar y orientar el esfuerzo de la Universidad, en torno a la transición de la realidad, hacia un estadio de pleno desarrollo, en tanto que la búsqueda de los escenarios del futuro deseado será guiada por la Misión y hacia la Visión, a la luz del Modelo Educativo.

Santrauka. Straipsnyje lyginamos tarpukario ir pokomunistinės agrarinių reformų pradinės sąlygos, eiga ir rezultatai, šį diachroninį palyginimą praplečiant ir kontroliuojant sinchroniniais palyginimais su analogiškais procesais kitose Rytų ir Vidurio Europos šalyse tarpukario ir pokomunistiniais laikais. Svarbiausius abiejų reformų panašumus lėmė 1949–51 m. kolektyvizacija, visus Lietuvos žemdirbius pastačiusi į padėtį, kurioje iki 1922 m. reformos buvo dvarų darbininkai kumečiai, kurie dalį atlyginimo gaudavo natūra – ordinarija. Jos dalis buvo dvaro inventoriumi bei gyvuliais dirbamas dvaro žemės sklypas, analogiškas kolūkiečių asmeninių pagalbinių ūkių sklypams. Skirtingai nuo Rusijos, Lietuvos kolūkiečiai nebuvo kolūkių baudžiauninkai, o tik kumečiai. Kaip ir dvarų iki 1922 m. reformos darbininkams, sovietiniams kumečiams buvo taikomas represinis darbo jėgos kontrolės režimas, suteikęs kolektyvinių ūkių vadovams faktinę "raudonųjų baronų" galią. Pagrindiniai tarpukario reformų Rytų Europos šalyse tikslai buvo anksčiau privilegijuotų tautinių mažumų galios apribojimas ir bolševizmo įtakos slopinimas. Tik Baltijos šalyse ji neturėjo neigiamų ekonominių pasekmių, ką Lietuvoje užtikrino kartu su dvarų parceliacija vykęs kaimų skirstymasis į vienkiemius. Palyginti su tarpukario reforma, pokomunistinė agrarinė reforma buvo mažiau nuosekli, nes jos eigą lėmė interesų konfliktas tarp naujos sovietinių kumečių kartos, suinteresuotų įprastų darbo vietų išsaugojimu, ir išėjusių į miestus buvusių žemės savininkų palikuonių. Kadangi Lietuva buvo viena tų pokomunistinių šalių, kuriose stipresnė buvo antroji stovykla, čia buvo įgyvendinta radikali restitucinė žemės reforma ir šeiminį ūkį restauruojanti de-kolektyvizacija. Dėl sovietmečiu įvykusios vienkiemių likvidacijos ir demografinių pokyčių, ji negrąžino Lietuvos kaimo ir žemės ūkio į 1940 m., bet sukūrė būklę, labiau primenančią Lietuvos kaimo situaciją iki 1922 m. reformos: gausus mažažemių ("trihektarininkų") sluoksnis, gatviniai kaimai (buvusios kolūkinės gyvenvietės), fragmentuota žemės valdų struktūra, iš žemės ūkio bendrovių (ŽŪB) išaugę arba naujai besikuriantys latifundiniai ūkiai, primenantys ikireforminius dvarus. Pačių ŽŪB, įsikūrusių kolūkių gamybiniuose centruose, pokomunistinė raida analogiška 1922 m. reformos apkarpytų dvarų, kurių nuosavybėje liko jų centrai, likimui: dauguma bankrutavo ir buvo išvaržyti, tačiau dalis virto konkurencingomis kapitalistinėms žemės ūkio įmonėmis. Savo ekonominiais rezultatais tarpukario reforma pranoksta pokomunistinę, nes po jos ir bendra žemės ūkio gamybos apimtis, ir jos produktyvumas tik augo, tuo tarpu kai pirmuoju pokomunistinės transformacijos dešimtmečiu abu rodikliai smuko. Ekskomunistinės kairės propaguota nuosaiki agrarinė reforma nebūtų leidusi išvengti gamybos apimties smukimo, nes tą apimtį užtikrino vėlyvuoju sovietmečiu žemės ūkiui sudarytos "ekonominio šiltnamio" sąlygos (dosnios subsidijos) ir neribota paklausa. Tačiau nuosaikesnė ar palaipsnė reforma veikiausiai būtų leidusi jau pirmajame dešimtmetyje padidinti žemės ūkio gamybos produktyvumą. Lietuvai tapus ES nare ir jos žemės ūkiui vėl patekus į "ekonominį šiltnamį", žemės ūkio veikla nebegali būti vertinama vien ekonominiais masteliais. Matuojant pokomunistinės agrarinės reformos padarinius Lietuvoje gamtosaugos vertybėmis, jie yra labai pozityvūs.Pagrindiniai žodžiai: 1922 m. žemės reforma Lietuvoje, pokomunistinė agrarinė reforma Lietuvoje, represinė darbo jėgos kontrolė, tarptautinis tarpukario ir pokomunistinių agrarinių reformų palyginimas.Key words: Land reform in Lithuania in 1922, post-communist agrarian reform ir Lithuania, repressive control of labour, international comparison of the interwar and post-communist agrarian reforms.ABSTRACTA COMPARATIVE HISTORICAL SOCIOLOGICAL ANALYSIS OF AGRARIAN REFORMS IN THE FIRST AND THE SECOND REPUBLIC OF LITHUANIAThe paper compares the initial conditions, the course and the outcomes of the interwar (1922) and the post-communist (since 1989) agrarian reforms in Lithuania, controlling and enlarging these diachronic comparisons with synchronic comparisons of the analoguos processes in other Eastern and Central European countries at the same times. Most important similarities between both reforms were created by the collectivization in 1948–1951, which for all Lithuaniam tillers shaped the condition in which before the 1922 reform the wage workers (kumečiai) at the large estates were living and working. They received in money only part of their salaries. Another part was paid in kind, including a land plot which was cultivated using the inventory and draught animals provided by landlord. This is quite similar to the small plots allocation for personal use to collective farms workers, and how they were cultivated. However, differently from the workers of collective farms in Russia, who untill late 1960s had no passports, Lithuanian collective farmers were not made serfs, because the passportization of Lithuanian countryside population was implemented by Soviet auhorities as part of their efforts to suppress resistance movement. Similarly to agrarian wage workers before 1922, collective farm workers were subject to the repressive labour force control regime, providing for managers of collective farms the de facto power of "red barons". Main aims of the interwar agrarian reforms were the restriction of power of the formerly privileged minorities and suppression of Communism. However, only in the Baltic States the reforms had no negative economic outcomes. In Lithuania, such outcomes were preempted by the dispersion of villages into individual settlement farms, which proceeded along with the parcellization of large estates. Comparing with interwar reform, post-communist agrarian reform was less consistent, because its course was under heavy impact of the interest conflict between the new generation of the collective farms workers, interested to keep their working places, and those descendants of the former land owners, who left villages for cities. As far as Lithuania was one of those post-communist countries, where second group was stronger, in this country a radical restitutive land reform was implemented along with the de-collectivization which has restored family farming. However, because of the interjacent liquidation of the individual settlements (re-concentration of rural population in the villages) and demographic changes in the Communist time, it did restore in the Lithuanian countryside and agriculture the status quo of 1940. Rather, it has created the state that is more reminiscent of situation in the Lithuanian countryside before the agrarian reform of 1922: broad social stratum of small plots (3 ha) owners; villages; a fragmented land ownership structure; and large farms reminiscent of landed estates before 1922 reform. While some of them are new ventures (e.g. huge swine-breeding farms, operated by foreignly owned agrobusiness), many emerged out of agricultural partnerships, which were the fragments of the former collective farms. They were established by former collective workers to operate technological complexes of former collective farms which were too large for using by family farms. The evolution of these remainders of collective farms is similar to the evolution of the former landlord farms after their landholdings were reduced by agrarian reform of 1922. The reform left in ownership of the landlords the buildings and other estate with part of land (up to 80–150 ha). Most of these residual estates went bankrupt and were sold in parts at auctions, while some of the survived becoming competitive agricultural enterprises. Similarly, most efficient partnerships survived, expanded and became competitive large-scale corporate capitalist agricultural enterprises. The economic outcomes of the interwar reform are superior to those of post-communist reform: after the first reform, both the general agricultural output and the productivity increased, while both indicators decreased during the first decade of the post-communist agrarian reform. Ex-communist Left in Lithuania promoted moderate agrarian reform, involving transformation of collective farms into the private corporate capitalist agricultural companies. The author argues that such reform would not be able to prevent the reduction in output, because the output as of in 1989 was possible only under economic hothouse conditions of the late Soviet time for agriculture (lavish subsidies, unlimited demand, "price scissors" favouring agriculture). However, most probably, a more gradual reform would help to increase the agricultural productivity already during its first decade. After Lithuania was accepted to EU and its agriculture is in the "economic hothouse" again, the agricultural activites cannot be assessed only by economic criteria alone. If the outcomes of the post-communist agrarian reform are assessed by values of ecology, they are very positive indeed.