THE NEW SERIES OF RESEARCH OF THE FACULTY If there is any way in which the university can give back to society what it deposits in it, it is the scientific elaboration of knowledge, which as such is important for any community. This Magazine, for example, confirms these efforts that are published every semester. And in this sense, our faculty of Law has taken up the even more difficult task of preparing and organizing a bibliographic series of advances or results of research, that is, books of our faculty researchers in the different branches of law and disciplines that adjoin the legal. For this purpose, since the month of April has counted on the editorial advice of Lizardo Carvajal, surpassed in the region in this type of process, to start with a seminar that has been called as "Drafting Table" where every afternoon of Wednesday during two months the main guidelines for the structuring of an academic text were provided. This space has served so that lawyers have approached the phenomenon of interdisciplinarity, and one more opportunity to put ourselves in line with the new academic-editorial requirements, especially those of the Administrative Department of Science and Technology (COLCIENCIAS). The results, being modest, could not have been better. Indeed, there are 16 titles that will be ready to be published, works that were submitted to a careful and demanding work of reviewing originals, reports on aspects of semantics, syntax, style and spelling. Regarding the cataloging on the web, under the basic criteria for the publication and accreditation of university books resulting from scientific research, compliance with the general requirements is met, in the sense of guiding the authors and editors in the publication work and thus it counted on the revision of academic pairs constituting a form of publicity of the documents produced in the undergraduate and postgraduate programs. In the series, there has been a vast production in criminal law and related, which is not free since the Master of Criminal Law and the Master of Criminalistics and Forensic Sciences have led and made a presence in the editorial process. There are two titles that show the 80 researches coming from the theses of the aforementioned masters where indexes, authors, key words, juries and thesis presidents are indexed, and a brief review of the content of each thesis is made. Also in criminal matters, there is the Principle of Opportunity of Enrique Arteaga, trying to establish the impact that this institute has had against the new oral accusatory penal system. Maribel Lagos compiles five essays by ten researchers from the Research Group "Penitentiary and Prison Systems" with the title "Penitentiaries and Prisons" in diverse contexts. Theory of the crime is the contribution of Hernando Ordoñez to approach thematic like the social control, the imputability and inimputabilidad, the amplifying devices of the penal type, the punishability and the responsibility. On the other hand, María Inés Muriel, specialist in criminalistics, compiles essays in two papers: Criminalistics and forensic sciences in the Colombian accusatory system and the expert evidence in the Colombian accusatory criminal process. In the same criminalistics, Luis Guillermo González compiles research products in the Human Identification. The homicides in series of Iván Valencia, now in the key of criminology, realizes a theoretical foundation on the assassins in series and soon it describes the characteristics of two Colombian serial assassins. Already in co-authorship, Héctor Hernández, Adolfo Murillo, Julián Durán, and Herman Gómez, contribute with their legal essays in Approaches to the current Colombian law; as well as those already named Hernando Ordoñez and María Inés Muriel, and Lilia Cortés and Maribel Lagos who took on the task of compiling works, the first with Exclusion of evidence in the Colombian accusatory system, and the second with La pena. Beyond the criminal, we find the political participation, education and responsibility of the Colombian State where the academic coordinator of our undergraduate compiles 6 essays on these topics. On her side, Lilia Cortés reflects on the academic educational strategies of the academic Ken Bain in university education. In the civil procedural law, Jaime Mendoza and Villa Angelly clarify whether the payment process as a procedural mechanism will serve to reduce the judicial default, an issue raised in the payment process, chimera or legal reality? Finally, moving away from the purely legal, and entering political science, we have the text Latin American Political Philosophy in which Ángelo Mauricio Victoria works as author and compiler of a series of essays about the notion of "good living" and its development in the Colombian, Ecuadorian, Mexican and Venezuelan context. As we can see, our efforts are aimed at enriching the science of law, and hence the right to sustain the high quality accreditation that we are seeking to ratify with the re-accreditation that we expect soon. José Hoover Salazar Ríos Facultad de Derecho, Ciencias Políticas y Sociales Universidad Libre Cali ; Si existe alguna forma en que la universidad puede retribuir a la sociedad lo que ésta deposita en ella, es la elaboración científica del conocimiento, que en calidad de tal es importante para cualquier comunidad. Esta Revista, por ejemplo, constata estos esfuerzos que cada semestre salen a luz pública. Y en este sentido, nuestra facultad de Derecho se ha dado a la tarea más dispendiosa aún, de elaborar y organizar una serie bibliográfica de avances o resultados de investigación, esto es, libros de nuestros docentes investigadores en las distintas ramas del derecho y disciplinas que colindan con lo jurídico. Para este cometido, se ha contado desde el mes de abril con la asesoría editorial de Lizardo Carvajal, aventajado en la región en este tipo de procesos, para iniciar con un seminario que se ha dado por llamar como "Mesa de Redacción" donde cada tarde de miércoles durante dos meses se brindaron las principales pautas para la estructuración de un texto académico. Este espacio ha servido para que los abogados se hayan acercado al fenómeno de la interdisciplinariedad, y una oportunidad más para ponernos en la línea de las nuevas exigencias académico-editoriales, especialmente las del Departamento Administrativo de Ciencia y Tecnología (COLCIENCIAS). Los resultados, siendo modestos, no han podido ser mejores. Efectivamente, son 16 títulos los que estarán prestos a ser publicados, obras que se sometieron a un cuidadoso y exigente trabajo de revisión de originales, reportes en aspectos de semántica, sintaxis, estilo y ortografía. Respecto a la catalogación en la web, bajo los criterios básicos para la publicación y acreditación de libros universitarios resultado de investigación científica, se da cumplimiento a los requerimientos generales, en el sentido de orientar a los autores y editores en la labor de publicación y así contó con la revisión de pares académicos constituyendo una forma de publicidad de los documentos producidos en el programa de pregrado y los de posgrado. En la serie, ha habido una vasta producción en el derecho penal y afines, lo cual no es gratuito dado que la Maestría en Derecho Penal y la Maestría en Criminalística y Ciencias Forenses han liderado y hecho presencia en el proceso editorial. Hay dos títulos que muestran las 80 investigaciones provenientes de tesis de las maestrías mencionadas donde se indiza los títulos, los autores, las palabras claves, jurados y presidentes de tesis, y se hace una breve reseña del contenido de cada tesis. También en lo penal, está el Principio de oportunidad de Enrique Arteaga tratándose de establecer el impacto que este instituto ha tenido frente al nuevo sistema penal acusatorio de corte oral. Maribel Lagos compila cinco ensayos de diez investigadores del Grupo de Investigación "Sistemas penitenciarios y carcelarios" con el título Lo penitenciarios y carcelario en contextos diversos. Teoría del delito es el aporte de Hernando Ordoñez para abordar temáticas como el control social, la imputabilidad e inimputabilidad, los dispositivos amplificadores del tipo penal, la punibilidad y la responsabilidad. Por su parte, María Inés Muriel, especialista en criminalística, compila ensayos en dos trabajos: Criminalística y ciencias forenses en el sistema acusatorio colombiano y La prueba pericial en el proceso penal acusatorio colombiano. En la misma criminalística, Luis Guillermo González compila productos de investigación en la Identificación Humana. Los Homicidios en serie de Iván Valencia, ahora en clave de criminología, realiza una fundamentación teórica sobre los asesinos en serie y luego describe las características de dos asesinos seriales colombianos. Ya en coautoría, Héctor Hernández, Adolfo Murillo, Julián Durán, y Herman Gómez, aportan con sus ensayos jurídicos en Aproximaciones al derecho colombiano actual; igual que los ya nombrados Hernando Ordoñez y María Inés Muriel, y Lilia Cortés y Maribel Lagos que se dieron a la tarea de compilar trabajos, los primeros con Exclusión de evidencias en el sistema acusatorio colombiano, y las segundas con La pena. Más allá de lo penal, encontramos La participación política, educación y responsabilidad del Estado colombiano donde la coordinadora académica de nuestro pregrado compila 6 ensayos sobre estos temas. De su lado, Lilia Cortés reflexiona sobre las estrategias educativas universitarias del académico Ken Bain en La educación universitaria. En el derecho procesal civil, Jaime Mendoza y Angelly Villa dilucidan si el proceso monitorio como mecanismo procesal servirá para disminuir la mora judicial, cuestión que se plantean en El proceso monitorio, ¿quimera o realidad jurídica? Finalmente, alejándose de lo meramente jurídico, e incursionando en la ciencia política, tenemos el texto Filosofía Política Latinoamericana en el que Ángelo Mauricio Victoria obra como autor y compilador de una serie de ensayos acerca de la noción del "buen vivir" y su desarrollo en el contexto colombiano, ecuatoriano, mexicano y venezolano. Como vemos, nuestros esfuerzos se encaminan a enriquecer la ciencia del derecho, y por ahí derecho a sostener la acreditación de alta calidad que estamos en pos de ratificar con la re-acreditación que pronto esperamos. José Hoover Salazar Ríos Facultad de Derecho, Ciencias Políticas y Sociales Universidad Libre Cali ; A publicação da nova Série de Pesquisa de Faculdade Se houver alguma maneira pela qual a Universidade possa devolver à sociedade o que está depositado nela, é a elaboração científica do conhecimento que, como tal, é importante para qualquer comunidade. Esta Revista, por exemplo, confirma esses esforços cada semestre vêm à luz pública. Nesse sentido, nossa Faculdade de Direito assumiu a tarefa, ainda mais dispendiosa, de preparar e organizar uma série bibliográfica de avanços ou resultados de pesquisa. Isto é, livros de nossos professores pesquisadores nos diferentes ramos do direito e disciplinas que se aproximam do jurídico. Para este propósito, se conta a partir do mes de abril com o conselho editorial de Lizardo Carvajal, destacado na região neste tipo de processos, para começar com um seminário chamado "mesa de redação", onde cada tarde da Quarta-feira, se forneceram as principais diretrizes para a estruturação de textos acadêmicos e científicos. Este espaço serviu para que os advogados tenham abordado o fenômeno da interdisciplinaridade e mais uma oportunidade de nos alinhar com os novos requisitos acadêmicos e editoriais, especialmente os do Departamento Administrativo de Ciência e Tecnologia (Colciencias). Os resultados, sendo modestos, não poderiam ser melhores. Na verdade, existem 16 títulos que estarão prontos para serem publicados, trabalhos submetidos a um trabalho cuidadoso e exigente de revisão de originais, relatórios sobre aspectos de semântica, sintaxe, estilo e ortografia. Além da publicação no clássico e tradicional meio em papel, a Série será publicada na Web. Um site, que nos contatará com o mundo inteiro. Especialmente desenhado para consulta através deste meio e na Internet, colocará nossos autores e nossos livros em relacionamento com os estudiosos de todo o mundo. O conhecimento que surgiu da pesquisa básica aplicada ao desenvolvimento experimental em nossos grupos de pesquisa ou da academia, transcenderão por esse meio, os corredores e salas de aula, estarão disponíveis em todo o mundo, especialmente no de fala española. Com rigorosos protocolos para acreditação documental. Respeito à publicação e catalogação, de acordo com os critérios básicos de acreditação de livros universitários resultantes da pesquisa científica, é dado cumprimento aos requisitos gerais da comunidade acadêmica e das instituições do estado. Nesse sentido, orienta-se os autores e editores no trabalho de publicação, contando com a revisão por pares, sendo uma tarefa essencial no processo de validação, publicação e divulgação da produção acadêmica e científica da Faculdade e seus programas de pós-graduação. A Série contém produção intelectual em Direito Penal e Criminalística. Daí o nome: Coleção Direito Penal, Criminalística e Ciências Forenses. Isso não é gratuito, já que o Mestrado em Direito Penal e o Mestrado em Criminalística e Ciências Forenses lideraram e fizeram presença no processo de pesquisa e no editorial. O conteúdo da coleção. existem dois títulos que catalogam as 80 pesquisas provenientes das teses dos mestrados mencionados. Nestes dois livros de consulta e de referência, indexan-se os autores, palavras-chave, jurados e presidentes de tese. É feita uma revisão técnica do conteúdo de cada tese. Está disponível assim, uma verdadeira coleção documental e um catálogo de produção intelectual decorrente dos mestrados acima mencionados. Sua utilidade e bom uso resultarão no desenvolvimento da pesquisa nessas áreas pela nossa Faculdade. Também no penal está o livro O Princípio da oportunidade de Enrique Arteaga Córdoba. Neste trabalho, trata-se de estabelecer o impacto que este instituto teve contra o novo sistema penal acusatório de tribunal oral. Maribel Lagos Enríquez compila cinco ensaios de dez pesquisadores do Grupo de Pesquisa "Sistemas penitenciários e prisionais". Seu título, penitenciários e prisionais em diversos contextos. A teoria do crime é a contribuição de Hernando Ordoñez Ramírez para abordar questões como controle social, imputabilidade e inimputabilidade, amplificação de dispositivos de tipo penal, punibilidade e responsabilidade. Por outro lado, María Inés Muriel Puerto, especialista em criminalística, compila ensaios em dois trabalhos: Criminalística e ciências forenses no sistema acusatório colombiano y A prova pericial no processo penal acusatório colombiano. Na mesma linha criminalística, Luis Guillermo González compila produtos de pesquisa no livro identificação humana. Os homicídios em série de Iván Valencia, agora em chave da criminologia, realizam uma fundamentação teórica sobre os assassinos em série e logo descreve as características de dois assassinos em série colombianos. Já em co-autoria, Héctor Hernández, Adolfo Murillo, Julián Durán e Herman Gómez, contribuem com seus ensaios jurídicos em aproximações ao direito colombiano atual; bem como aqueles nomeados Hernando Ordoñez e María Inés Muriel, e Lilia Cortés e Maribel Lagos que assumiram a tarefa de compilar trabalhos, os primeiros com Exclusão de evidências no sistema acusatorio colombiano, e os segundos com a pena. Além do penal, encontramos a participação política, a educação e a responsabilidade do Estado colombiano, onde a coordenadora acadêmica da nossa graduação compila seis ensaios sobre esses temas. Por sua parte, Lilia Cortés reflete sobre as estratégias educacionais acadêmicas do acadêmico Ken Bain na educação universitária. No direito do Processo Civil, Jaime Mendoza e Angelly Villa, esclarecem se o Processo de Monitoramento, como mecanismo processual, servirá para diminuir o incumprimento judicial, uma questão que é levantada no processo de pagamento, "quimera" ou realidade jurídica? Finalmente, afastando-se do puramente jurídico e incursionando na Ciência Política, temos o texto de Filosofia Política Latino-Americana em que Ángelo Mauricio Victoria atua como autor e compilador de uma série de ensaios sobre a noção de "bom viver" e seu desenvolvimento no Contexto colombiano, equatoriano, mexicano e venezuelano. Como vemos, nossos esforços visam enriquecer a disciplina do direito, para sustentar com fatos a re-acreditação de alta qualidade, que estamos no interesse de ratificar com o (re)credenciamento que esperamos em breve. José Hoover Salazar Ríos Facultad de Derecho, Ciencias Políticas y Sociales Universidad Libre Cali
In his 1961 classic The Labyrinth of solitude, Octavio Paz offered his much discussed metaphor of Mexican masks, referring to the gap in Mexican culture between formal expressions and actual intention or content. This gap between formal agreement and practical rejection is abundantly clear in the field of Human Rights. Mexico is a founding signatory of the Universal Declaration of Human Rights (1948), and in contrast to its Northern neighbor an early adopter of almost any other additional treaty thereafter. Importantly, it also recognizing the corresponding institutions such as the Inter American Court of Human Rights. The mask fits tightly. Yet the Human Rights record in the past decades, both visible in formal investigations as in the everyday experience of its citizens, speaks of a different reality. Here we don't just refer to the disappearances, lack of security, etc., but also about the frequent violations of rights related to work and the provision of services like social insurance, education and healthcare. This in combination with the notorious impunity and failure of the legal system to effectively address such rampant violations, makes the smiling mask look all the more cynical.Alternatively, we could also accept the challenge that Human Rights pose, and try to match pretention with reality. Mexico does have a basic legal, educational, democratic, social, etc. infrastructure that, given reforms, can serve to build an institutional landscape that supports Human Rights. At the moment of writing, a new progressive government shows revamped interest in social and economic rights, alongside the more usual promises of more transparency, democracy and fighting corruption. If this can be achieved, and if it will be done so with respect for civil rights, it could mark a point of hope rather than a tradeoff.One precondition for any of this to happen, is an awareness of the human rights framework itself. Starting with one's own rights, but also those of others. Yet the violations of certain groups happen either far outside of our view (in forests or prison sells), or are not understood as Human Rights violations (such as obstacles to joining syndicates). By speaking to transnational migrants making the journey to the U.S. through Mexico from Honduras, Guatemala and El Salvador, my team learned a lot about hidden horrors. Murder and rape by criminal groups on trains, robbery and extortion at the hand of security forces in the forests, destitution from drought and disease the Northern deserts. All indicate a systematic failure of protecting, respecting and providing of rights like security, freedom of torture and health, amongst many others. Yet we only knew because of the survivors.The relative visibility and enforceability of the human rights of certain groups form the red thread that connects the first four articles in this special issue of Política, Globalidad y Ciudadanía, which is focused on Human Rights. Articles five, six and seven are part of the normal publication cycle of this journal, although it is difficult to truly stray far from topics that are relevant to human rights, as the entries on gender and policing demonstrate.As far as the first part on Human Rights is concerned, the goal is to draw attention to the systemic, continuous and often less visible human rights issues of Mexico. The aim is to do this in two ways:1. By presenting studies on systematic HR problems and the surrounding struggles, often involving marginalized groups.2. By reflecting on the recognition, visibility and handling of these human rights issues as human rights issues.Although to some extend present in all, the first will be mainly covered in the entries on disappearances (2) and foster children (4), while the second question surfaces more prominently in the this text (1) and the entry on the media representation of human rights (3) of this special issue.We will engage in this endeavor with an interdisciplinary approach and assemble. Various authors have identified the field of human rights as fertile grounds for interdisciplinary work (Freeman, 2002; De Feyter, 2008). A frequent starting point for the study of universal rights is the field of international law (and with that, international relations), yet the focus of this issue is national and thus not primarily concerned with the international aspect of HR. The analysis borrows much from a sociological approach, since the focus is often on "the societal processes and relations that shape and define how human rights are generated, defined and employed in specific social and political arenas" (Madsen, Verschraegen, 2013, p. 4). Besides law and sociology, our interdisciplinary assemble of authors employs perspectives from communication sciences and political science.In what follows, I will briefly walk the reader through the index of this issue of Política, Globalidad y Ciudadanía:In the first article, Tuur Ghys offers a general introduction to the topic and logic of human rights that will be useful in understanding the other entries in this journal. It also deepens the discussion of the central topic of unequal attention and why certain groups struggle to construct their grievances as Human Rights abuse. This article was written in English.In the second article, Darwin Franco Migues makes a deep reflection on the problem of disappearances in Mexico. Approaching the problem from a communication point of view, he explores how the disappeared are often stigmatized and forgotten, as well as the resistance of their families to try to re-frame these human rights abuses. The article was written in English.In the third article, Beatriz Elena Inzunza Acedo presents an empirical study on the knowledge and social imaginaries about human rights. This study, focused on Monterrey, presents data on what people know about HR, how they know it and what issues they imagine as human rights issues. This article was written in English.In the fourth article, Leticia Ivonne López Villarreal offers a case study of the interplay of public policies and private actors in organizing the protection human rights of foster care children in Nuevo León. It shows that a complex web of multi-level processes and actors is required to give voice to the rights of a particularly voiceless group. This article was written in Spanish. The fifth article deals with public policy in the field of sports. Francisco Javier Mendoza-Farias, Rocío Ivonne Quintal-López and Leticia Janet Paredes analyze the limited and slow process of implementing gender equality and sensitivity in CONADE between 2012 and 2018. This article was written in Spanish.In the sixth article, Lenin Ramírez Matus and Genaro Hernández Velazco make a case for improving police mediation in neighborhood conflicts. Reviewing literature, they conclude that local police need to further develop their role and responsibility in pacifying community relations. This article was written in Spanish.In the final, seventh entry, Said Dahdah Antar takes a more historical approach to the topics usually discussed within this journal. His article attempts to trace back the roots of rhetorical speech in political communication and citizen participation back to the ancient Greece and the Roman empire. This article was written in Spanish.As the editor of this issue, I would first of all like to thank the authors, especially the group that had the patience to stick with the human rights project until the end. Second, I want to thank any anonymous students and student assistants for their contribution, as they often form a hidden part of the academic production process. Lastly, in the name of the authors I want to thank all interview or survey respondents for their time and testimonies that gave empirical substance to our research. Enjoy the read. ; In his 1961 classic The Labyrinth of solitude, Octavio Paz offered his much discussed metaphor of Mexican masks, referring to the gap in Mexican culture between formal expressions and actual intention or content. This gap between formal agreement and practical rejection is abundantly clear in the field of Human Rights. Mexico is a founding signatory of the Universal Declaration of Human Rights (1948), and in contrast to its Northern neighbor an early adopter of almost any other additional treaty thereafter. Importantly, it also recognizing the corresponding institutions such as the Inter American Court of Human Rights. The mask fits tightly. Yet the Human Rights record in the past decades, both visible in formal investigations as in the everyday experience of its citizens, speaks of a different reality. Here we don't just refer to the disappearances, lack of security, etc., but also about the frequent violations of rights related to work and the provision of services like social insurance, education and healthcare. This in combination with the notorious impunity and failure of the legal system to effectively address such rampant violations, makes the smiling mask look all the more cynical.Alternatively, we could also accept the challenge that Human Rights pose, and try to match pretention with reality. Mexico does have a basic legal, educational, democratic, social, etc. infrastructure that, given reforms, can serve to build an institutional landscape that supports Human Rights. At the moment of writing, a new progressive government shows revamped interest in social and economic rights, alongside the more usual promises of more transparency, democracy and fighting corruption. If this can be achieved, and if it will be done so with respect for civil rights, it could mark a point of hope rather than a tradeoff.One precondition for any of this to happen, is an awareness of the human rights framework itself. Starting with one's own rights, but also those of others. Yet the violations of certain groups happen either far outside of our view (in forests or prison sells), or are not understood as Human Rights violations (such as obstacles to joining syndicates). By speaking to transnational migrants making the journey to the U.S. through Mexico from Honduras, Guatemala and El Salvador, my team learned a lot about hidden horrors. Murder and rape by criminal groups on trains, robbery and extortion at the hand of security forces in the forests, destitution from drought and disease the Northern deserts. All indicate a systematic failure of protecting, respecting and providing of rights like security, freedom of torture and health, amongst many others. Yet we only knew because of the survivors.The relative visibility and enforceability of the human rights of certain groups form the red thread that connects the first four articles in this special issue of Política, Globalidad y Ciudadanía, which is focused on Human Rights. Articles five, six and seven are part of the normal publication cycle of this journal, although it is difficult to truly stray far from topics that are relevant to human rights, as the entries on gender and policing demonstrate.As far as the first part on Human Rights is concerned, the goal is to draw attention to the systemic, continuous and often less visible human rights issues of Mexico. The aim is to do this in two ways:1. By presenting studies on systematic HR problems and the surrounding struggles, often involving marginalized groups.2. By reflecting on the recognition, visibility and handling of these human rights issues as human rights issues.Although to some extend present in all, the first will be mainly covered in the entries on disappearances (2) and foster children (4), while the second question surfaces more prominently in the this text (1) and the entry on the media representation of human rights (3) of this special issue.We will engage in this endeavor with an interdisciplinary approach and assemble. Various authors have identified the field of human rights as fertile grounds for interdisciplinary work (Freeman, 2002; De Feyter, 2008). A frequent starting point for the study of universal rights is the field of international law (and with that, international relations), yet the focus of this issue is national and thus not primarily concerned with the international aspect of HR. The analysis borrows much from a sociological approach, since the focus is often on "the societal processes and relations that shape and define how human rights are generated, defined and employed in specific social and political arenas" (Madsen, Verschraegen, 2013, p. 4). Besides law and sociology, our interdisciplinary assemble of authors employs perspectives from communication sciences and political science.In what follows, I will briefly walk the reader through the index of this issue of Política, Globalidad y Ciudadanía:In the first article, Tuur Ghys offers a general introduction to the topic and logic of human rights that will be useful in understanding the other entries in this journal. It also deepens the discussion of the central topic of unequal attention and why certain groups struggle to construct their grievances as Human Rights abuse. This article was written in English.In the second article, Darwin Franco Migues makes a deep reflection on the problem of disappearances in Mexico. Approaching the problem from a communication point of view, he explores how the disappeared are often stigmatized and forgotten, as well as the resistance of their families to try to re-frame these human rights abuses. The article was written in English.In the third article, Beatriz Elena Inzunza Acedo presents an empirical study on the knowledge and social imaginaries about human rights. This study, focused on Monterrey, presents data on what people know about HR, how they know it and what issues they imagine as human rights issues. This article was written in English.In the fourth article, Leticia Ivonne López Villarreal offers a case study of the interplay of public policies and private actors in organizing the protection human rights of foster care children in Nuevo León. It shows that a complex web of multi-level processes and actors is required to give voice to the rights of a particularly voiceless group. This article was written in Spanish. The fifth article deals with public policy in the field of sports. Francisco Javier Mendoza-Farias, Rocío Ivonne Quintal-López and Leticia Janet Paredes analyze the limited and slow process of implementing gender equality and sensitivity in CONADE between 2012 and 2018. This article was written in Spanish.In the sixth article, Lenin Ramírez Matus and Genaro Hernández Velazco make a case for improving police mediation in neighborhood conflicts. Reviewing literature, they conclude that local police need to further develop their role and responsibility in pacifying community relations. This article was written in Spanish.In the final, seventh entry, Said Dahdah Antar takes a more historical approach to the topics usually discussed within this journal. His article attempts to trace back the roots of rhetorical speech in political communication and citizen participation back to the ancient Greece and the Roman empire. This article was written in Spanish.As the editor of this issue, I would first of all like to thank the authors, especially the group that had the patience to stick with the human rights project until the end. Second, I want to thank any anonymous students and student assistants for their contribution, as they often form a hidden part of the academic production process. Lastly, in the name of the authors I want to thank all interview or survey respondents for their time and testimonies that gave empirical substance to our research. Enjoy the read.
Not Available ; The land resource inventory of Gajarakot-1 Microwatershed was conducted using village cadastral maps and IRS satellite imagery on 1:7920 scale. The false colour composites of IRS imagery were interpreted for physiography and the physiographic delineations were used as base for mapping soils. The soils were studied in several transects and a soil map was prepared with phases of soil series as mapping units. Random checks were made all over the area outside the transects to confirm and validate the soil map unit boundaries. The soil map shows the geographic distribution and extent, characteristics, classification, behavior and use potentials of the soils in the microwatershed. The present study covers an area of 479 ha in Yadgir taluk & district, Karnataka. The climate is semiarid and categorized as drought-prone with an average annual rainfall of 866 mm, of which about 652 mm is received during south-west monsoon, 138 mm during north-east and the remaining 76 mm during the rest of the year. An area of 436 ha in the microwatershed is covered by soils and 43 ha by others (habitation and water body). The salient findings from the land resource inventory are summarized briefly below. The soils belong to 7 soil series and 12 soil phases (management units) and 4 land management units. The length of crop growing period is about 120-150 days starting from 1st week of June to 4th week of October. From the master soil map, several interpretative and thematic maps like land capability, soil depth, surface soil texture, soil gravelliness, available water capacity, soil slope and soil erosion were generated. Soil fertility status maps for macro and micronutrients were generated based on the surface soil samples collected at every 320 m grid interval. Land suitability for growing 29 major agricultural and horticultural crops was assessed and maps showing the degree of suitability along with constraints were generated. Entire area in the microwatershed is suitable for agriculture. About 65 per cent area are very shallow to shallow (0.75%) in 87 per cent area. 9 per cent area is high (>57 kg/ha) in available phosphorus, 58 per area is medium (23-57 kg/ha) and 25 per cent area is low (337 kg/ha) in available potassium, 76 per cent is medium (145-337 kg/ha) and 11 per cent is low (4.5 ppm) in the entire area of the microwatershed. Available manganese and copper are sufficient in all the soils of the microwatershed. About 82 per cent area is deficient (0.6 ppm). The land suitability for 29 major crops grown in the microwatershed were assessed and the areas that are highly suitable (S1) and moderately suitable (S2) are given below. It is however to be noted that a given soil may be suitable for various crops but what specific crop to be grown may be decided by the farmer looking to his capacity to invest on various inputs, marketing infrastructure, market price and finally the demand and supply position. Land suitability for various crops in the Microwatershed Crop Suitability Area in ha (%) Crop Suitability Area in ha (%) Highly suitable (S1) Moderately suitable (S2) Highly suitable (S1) Moderately suitable (S2) Sorghum - 73 (15) Guava - 22(4) Maize - 126(26) Sapota - 22(4) Bajra - 73(15) Pomegranate - 22(4) Groundnut - 55(11) Musambi - 22(4) Sunflower - 22(4) Lime - 22(4) Redgram - 22(4) Amla - 73(15) Bengal gram - 72(15) Cashew - - Cotton - 72(15) Jackfruit - 22(4) Chilli - 73(15) Jamun - - Tomato - 73(15) Custard apple 22(4) 51(11) Brinjal - 73(15) Tamarind - 22(4) Onion 0.02(<1) 72(15) Mulberry - - Bhendi 0.02(<1) 72(15) Marigold - 73(15) Drumstick - 22(4) Chrysanthemum - 73(15) Mango - - Apart from the individual crop suitability, a proposed crop plan has been prepared for the identified LMUs by considering only the highly and moderately suitable lands for different crops and cropping systems with food, fodder, fibre and other horticulture crops. Maintaining soil-health is vital for crop production and conserve soil and land resource base for maintaining ecological balance and to mitigate climate change. For this, several ameliorative measures have been suggested for these problematic soils like saline/alkali, highly eroded, sandy soils etc., Soil and water conservation treatment plan has been prepared that would help in identifying the sites to be treated and also the type of structures required. As part of the greening programme, several tree species have been suggested to be planted in marginal and submarginal lands, field bunds and also in the hillocks, mounds and ridges. This would help in not only supplementing the farm income but also provide fodder and fuel and generate lot of biomass which would help in maintaining an ecological balance and also contribute to mitigating the climate change. SALIENT FINDINGS OF THE SURVEY The data indicated that there were 95 (56.55%) men and 73 (43.45%) women among the sampled households. The average family size of landless farmers' was 4, marginal farmers' was 4.8, small farmers' was 4.6, semi medium farmers' was 5.7 and medium farmers' was 6. The data indicated that, 27 (16.07%) people were in 0-15 years of age, 69 (41.07%) were in 16-35 years of age, 54 (32.14%) were in 36-60 years of age and 18 (10.71%) were above 61 years of age. The results indicated that Gajarakot-1 had 45.24 per cent illiterates, 17.26 per cent of them had primary school, 6.55 per cent of them had middle school, 15.48 per cent of them had high school education, 4.17 per cent of them had PUC and 4.76 per cent of them had degree education. The results indicate that, 85.71 per cent of household heads were practicing agriculture and 11.43 per cent of the household heads were agricultural labourers. The results indicate that agriculture was the major occupation for 18.45 per cent of the household members, 59.52 per cent were agricultural labourers, 20.24 per cent were in student, 0.60 per cent were housewives and 1 per cent were children. The results show that, 100 per cent of the population in the micro watershed has not participated in any local institutions. The results indicate that 11.43 per cent of the households possess thatched house, 71.43 per cent of the households possess katcha house and 17.14 per cent of them possess pucca/RCC house. The results show that 80 per cent of the households possess TV, 17.14 per cent of the households possess mixer/grinder, 20 per cent of the households possess motor cycle, 2.86 per cent of the households possess auto and tempo and 88.57 per cent of the households possess mobile phones. The results show that the average value of television was Rs. 5,428, mixer/grinder was Rs. 1,916, motor cycle was Rs. 40,428, auto was Rs. 30,000, tempo was Rs. 300,000 and mobile phone was Rs. 2,542. About 11.43 per cent of the households possess bullock cart and weeder, 8.57 per cent of them possess plough, 2.86 per cent of them possess seed/fertilizer drill, tractor and chaff cutter, 5.71 per cent of them possess sparyer and harvester. The results show that the average value of bullock cart was Rs. 23,750, plough was Rs. 9,000, seed/fertilizer drill was Rs. 20,000, tractor was Rs. 5000,000, sprayer was Rs. 5,000, weeder was Rs. 410, harvester was Rs. 266 and the average value of chaff cutter was Rs. 3,000. 2 The results indicate that, 22.86 per cent of the households possess bullocks and 8.57 per cent of the households possess local cow. The results indicate that, average own labour men available in the micro watershed was 1.43, average own labour (women) available was 1.26, average hired labour (men) available was 6.37 and average hired labour (women) available was 5.80. The results indicate that, 100 per cent of the households opined that the hired labour was inadequate. The results indicate that, households of the Gajarakot-1 micro-watershed possess 30.28 ha (87.06 %) of dry land and 4.50 ha (12.94%) of irrigated land. Marginal farmers possess 9.48 ha (95.44%) of dry land and 0.45 ha (4.56%) of irrigated land. Small farmers possess 11.34 ha (93.34%) of dry land and 0.81 ha (6.66%) of irrigated land. Semi medium farmers possess 9.45 ha (100%) of dry land. Medium farmers possess 3.24 ha (100%) of irrigated land. The results indicate that, the average value of dry land was Rs. 399,505.41 and the average value of irrigated land was Rs. 444,244.60. In case of marginal famers, the average land value was Rs. 759,350.99 for dry land and the average value of irrigated land was Rs. 882,142.85. In case of small famers, the average land value was Rs. 290,795.57 for dry land and Rs. 1,235,000 for irrigated land. In case of semi medium famers, the average land value was Rs. 169,178.08 for dry land. In case of medium farmers, the average land value was Rs. 185,250 for irrigated land. The results indicate that, there were 3 functioning bore wells in the micro watershed. The results indicate that, there were 1 functioning bore wells in the micro watershed. The results indicate that, bore well was the major irrigation source in the micro water shed for 8.57 per cent of the farmers and 2.86 per cent of the households used open well. The results indicate that, the depth of bore well was found to be 5.57 meters. The results indicate that, marginal, small and medium farmers had an irrigated area of 0.45 ha, 0.81 ha and 3.24 ha respectively. The results indicate that, farmers have grown red gram (23.34 ha), cotton (6.24 ha), paddy (2.88 ha) and groundnut (2.1 ha). Marginal farmers have grown red gram, cotton, paddy and groundnut. Small farmers have grown red gram, cotton and paddy. Semi medium farmers have grown red gram and cotton. Medium farmers have grown red gram and paddy. The results indicate that, the cropping intensity in Gajarakot-1 micro-watershed was found to be 90.70 per cent. 3 The results indicate that, 80 per cent of the households have bank account and savings. The results indicate that, 80 per cent of the households have availed credit from different sources. The results indicate that, 7.14 per cent of the households have borrowed from commercial bank, 3.57 per cent of the households have cooperative bank and money lender and 14.29 per cent of the households have borrowed from grameena bank. The results indicate that, the average credit amount borrowed by households in micro-watershed was Rs, 29,000. The results indicate that, 100 per cent of the households borrowed from institutional sources for the purpose of agricultural production. The results indicated that 100 per cent of the households unpaid their loan borrowed from institutional sources. The results indicated that 100 per cent of the households did not repay their loan borrowed from private sources. The results indicate that, around 16.67 per cent opined that the loan amount borrowed from helped to perform timely agricultural operations. The results indicate that, around 100 per cent opined that the loan amount was high rate of interest. The results indicate that, the total cost of cultivation for Cotton was Rs. 39960.78. The gross income realized by the farmers was Rs. 54048.62. The net income from Cotton cultivation was Rs. 14087.83. Thus the benefit cost ratio was found to be 1:1.35. The total cost of cultivation for groundnut was Rs. 53471.45. The gross income realized by the farmers was Rs. 89194.59. The net income from groundnut cultivation was Rs. 35723.14. Thus the benefit cost ratio was found to be 1:1.67. The total cost of cultivation for Red gram was Rs. 35900.64. The gross income realized by the farmers was Rs. 68864.55. The net income from Red gram cultivation was Rs. 32963.91. Thus the benefit cost ratio was found to be 1:1.92. The total cost of cultivation for Paddy was Rs. 48228.58. The gross income realized by the farmers was Rs. 50750.66. The net income from Paddy cultivation was Rs. 2522.08. Thus the benefit cost ratio was found to be 1:1.05. The results indicate that, 5.71 per cent of the households opined that dry fodder was adequate and 2.86 per cent of the households opined that dry fodder was inadequate. The results indicate that the annual gross income was Rs. 58,500 for landless farmers, for marginal farmers it was Rs. 104,993.75, for small farmers it was Rs. 134,750, semi medium farmers it was Rs. 198,750 and medium farmers it was Rs. 618,800. 4 The results indicate that the average annual expenditure is Rs. 13,393.10. For landless households it was Rs. 4,055.56, for marginal farmers it was Rs. 3,833.33, for small farmers it was Rs. 12,192.71, for semi medium farmers it was Rs. 21,687.50 and medium farmers it was Rs. 198,800. The results indicate that, sampled households have grown 45 mango trees in their field. The results indicate that, households have planted 7 eucalyptus, 37 neem, 5 tamarind and 3 acacia trees in their field. The results indicated that, households have an average investment capacity of Rs. 171.43 for land development and improved crop production. The results indicated that soft loan was the source of additional investment for 8.57 per cent for land development and 5.71 per cent for improved crop production. The results indicated that, cotton was sold to the extent of 100 per cent, groundnut was sold to the extent of 81.63 per cent, paddy was sold to the extent of 84.21 per cent and red gram to the extent of 87.38 per cent. The results indicated that, about 17.14 per cent of the farmers sold their produce to local/village merchants and 68.57 per cent of the farmers sold their produce to regulated markets. The results indicated that, 85.71 per cent of the households have used tractor as a mode of transportation. The results indicated that, 80 per cent of the households have experienced soil and water erosion problems in the farm. The results indicated that, 80 per cent have shown interest in soil test. The results indicated that, 85.71 per cent of the households used firewood and 11.43 per cent of the households used LPG as a source of fuel. The results indicated that, piped supply was the major source of drinking water for 77.14 per cent and 22.86 per cent of the households used bore well in the micro watershed. Electricity was the major source of light for 100 per cent of the households in micro watershed. The results indicated that, 57.14 per cent of the households possess sanitary toilet facility. The results indicated that, 100 per cent of the sampled households possessed BPL cards. The results indicated that, 82.86 per cent of the households participated in NREGA programme. The results indicated that, cereals and pulses were adequate for 97.14 per cent of the households, oilseed were adequate for 40 per cent, vegetables were adequate for 48.57 per cent, fruits were adequate for 37.14 per cent, milk were adequate for 5 8.57 per cent, egg were adequate for 20 per cent and meat were adequate for 25.71 per cent. The results indicated that, cereals were inadequate for 5.71 per cent of the households, pulses were inadequate for 8.57 per cent, oilseeds were inadequate for 54.29 per cent, vegetables were inadequate for 51.43 per cent, fruits were inadequate for 62.86 per cent, milk were inadequate for 74.29 per cent, egg were inadequate for 77.14 per cent and meat were inadequate for 71.43 per cent of the households. The results indicated that, lower fertility status of the soil and wild animal menace on farm field was the constraint experienced by 80 per cent of the households, frequent incidence of pest and diseases (57.14%), inadequacy of irrigation water (31.43%), high cost of Fertilizers and plant protection chemicals (40%), high rate of interest on credit (11.43%), low price for the agricultural commodities (20%), lack of marketing facilities in the area (17.14%), inadequate extension service (14.29%), lack of transport for safe transport of the Agril produce to the market (34.29%), less rainfall (14.29%), and source of Agri-technology information (45.71%). ; Watershed Development Department, Government of Karnataka (World Bank Funded) Sujala –III Project
ENGLISH ABSTRACT My argument, that draws heavily on the works by scholars of social and welfare policy as, among others, Gosta Esping-Andersen (2002, 2013), Bruno Palier (2010, 2012), Brian Nolan (2013), Bea Cantillon (2011, 2012, 2013), Anton Hemerjick (2011, 2012, 2013, 2013, 2015), Maurizio Ferrera (1993, 1996, 1997, 2000, 2000, 2012, 2013), and Chiara Saraceno (2011, 2013) regards social investments as a twofold product of the neoliberal workfare model (Jessop 1990). On the one side, social investment prescriptions are to be understood as a counter-reaction to the neoliberal project of "rolling-back" the public sector involvement in social security. Social Investment infuses public intervention of a new centrality, one that finds its raison d'être in the need to mitigate the disruptive impact of market forces on social cohesion, as well as in the potential of welfare programs to foster individual productivity and sustain growth in post-industrial economies. On the other, social investment demonstrates a degree of continuity with elements of the neoliberal ideology, with particular respect to the stigma placed by the latter on unproductive, 'passive' entitlements, but also concerning the favor accorded to principles of welfare governance such as customer's choice, multi-level provision, and accountability The welfare system intended by proponents of the social investment model is meant to function in a radically different socio-economic context from those of the 1950s or even the 1980s. During the last three decades, along with demographic changes, European countries have witnessed the consolidation of a new service economy marked, as Andersen observed, by an increasing correlation between prosperity and the 'diffusion of knowledge and innovation' (2000). In the post-industrial knowledge society, goes the adage, human capital has become the prime engine of growth – a doctrine crystallized by the European Council in the Lisbon Agenda's notorious passage 'people are Europe's main asset' (European Council 2000). This PhD research project takes issue with the social investment paradigm, in particular the claim that a functionalist childcare strategy constructed upon the needs of currently employed individuals can prove effective for decreasing inequality in educational opportunity across socio-economic groups (SEGs). I advance the view that recent efforts to recalibrate welfare states towards activation policies have generated irregular dynamics of early childhood services expansion. Whereas over the last two decades both the number of day-care centres and overall participation rates in formal childcare have increased across the European Union (EU), this broadening of provision has not been accompanied by an equally broad commitment to create a universal legal entitlement to childcare. Likewise, EU countries have often been found wanting in enacting adequate measures to remove financial and cultural barriers preventing families with low socio-economic status from taking up more hours of formal early education. The PhD focuses on the case of early childhood governance in the Autonomous Province of Trento / APT (Italy) throughout the 1995-2015 period, which makes for a paradigmatic example of social investment-inspired childcare strategy. Over the period in question, renewed public investment has raised childcare participation considerably in the APT, but concurrently it fell short of setting the foundations for a universal model, capable of ensuring access to all SEGs. Overall, the research points to the emergence in the APT of "twin fault lines" of childcare fragmentation, between socio- economically distinct groups and between providers. The socio-economic fault line refers to the unequal distribution of childcare across SEGs, telling apart affluent families from those that struggle to shoulder childcare costs. The second line touches upon the remarkable cleavage in training and qualification requirements that separates the staff employed in day-care centres under public jurisdiction and private providers that are exempt from compliance with these norms. With respect to the 'socio-economic fault line', childcare policies in the APT have followed a choice- increasing pattern, which ensued the rise of para-public and private day-care centres, as well as of family-based services. Whereas the Regional government has attempted to ensure equal access through means-tested subsidies and voucher schemes, both public and non-public centres still present flat fees and higher tariffs that run the substantial risk of crowding out low-income families. In general, the distribution of childcare remains dramatically skewed along socio-economic lines, with higher-income families recording much higher participation rates. Concerning the 'professional fault line', over the same twenty-year period, a concurrent trend of increasing staff professionalism has run parallel to the expansion of services in the APT. Since the late 1990s, both minimum qualification and training requirements for childcare staff have been raised from secondary school to a bachelor's degree in a field related to psychology or education. Applicants are also required to have undergone a minimum of 200 hours of training/practice. Whereas such reforms have translated into a significant upgrade of entry level qualifications for early years practitioners, pointing to a shift towards increasing professionalism in the sector, these regulatory changes have only applied to the public and para-public sectors, leaving fast-growing private and family-based services largely unaffected. ABSTRACT ITALIANO Background Il tema centrale di questo progetto di ricerca, che prende le mosse dai lavori condotti da studiosi di politiche sociali e sistemi di welfare quali, per citare i più noti, Gosta Esping-Andersen (2002, 2013), Bruno Palier (2010, 2012), Brian Nolan (2013), Bea Cantillon (2011, 2012, 2013), Anton Hemerjick (2011, 2012, 2013, 2013, 2015), Maurizio Ferrera (1993, 1996, 1997, 2000, 2000, 2012, 2013) e Chiara Saraceno (2011, 2013), è un'analisi del graduale processo di consolidarmento di un nuovo paradigma welfarista, conosciuto come 'social investment', o 'welfare dell'investimento sociale'. L'emergere di questo approccio, che ha investito tanto la sfera della governance quanto quella relativa alla sostenibilità finanziaria della spesa sociale, ha acquisito forza in Europa a partire dalla seconda metà degli anni Novanta, ed è stato definito come un duplice prodotto di quella che Jessop (Jessop 1990) ha definito la natura lavorista del welfare neoliberale, il così detto workfare state. Alla stregua di questa intuizione, il paradigma del social investment può essere considerato, al contempo, come un contraccolpo, una reazione, all'idiosincrasia liberista verso il dominio pubblico della sfera sociale, affermatosi con prepotenza nei decenn successivi alla Seconda Guerra Mondiale, e come una manifestazione di continuità con alcuni dei principi cardine che, invece, caratterizzarono dal punto di vista organizzativo il sorgere negli anni Settanta e Ottanta di un'alternativa ferocemente anti-keynesiana all'amministrazione del welfare. Se dunque, da un lato, il paradigma del social investment ha infuso di una nuova legittimità l'intervento pubblico nel campo socio-assistenziale (ma anche educativo), legittimità che trova nella tutela della coesione sociale e nella protezione del cittadino dalle forze centrifughe del libero mercato la sua raison d'être essenziale, esso ha comunque mantenuto un alto grado di scetticismo verso la 'passività' degli strumenti di protezione tradizionali, caratteristici della fase espansionista nota come Trentennio Glorioso (1945-1975) e giudicati gravemente inadeguati alla realtà post-industriale del XXI° secolo. Contrariamente al modello welfarista post-bellico, lo Stato dell' investimento sociale ha infatti quale focus d'interesse primario le politiche di attivazione, conciliazione e, in termini più generali, i programmi funzionali ad incrementare lo stock di capitale umano a diposizione dell'economia nazionale, ritenuto fondamentale per sostenere la crescita, sempre più vincolata a settori ad alta intensità di competenze ('skill-intensive'). Ma, se il superamento dei vecchi paradigmi è una mossa dettata da esigenze di adattamento, o di ricalibrazione, a un contesto europeo in profonda trasformazione, la transizione iniziata negli anni Novanta ha anche ridisegnato, in chiave produttivista, il rapporto esistente tra Stato e cittadini, i quali, non più beneficiari garantiti di un regime di sostegno, si sono visti trasformare a tutti gli effetti in attivi fautori della propria dimensione di sicurezza. A cambiare è stata la ratio profonda dello stato sociale europeo, che da "rete protettiva", tesa a tutela di lavoratori e famiglie dai rischi intrinseci al sistema economico industriale (disoccupazione, infortunio, malatia, vecchiaia), diveniva un "trampolino di lancio" nell'economia della conoscenza ('knowledge economy'), una complessa rete di programmi e policies "capacitanti", o di empowerment, orientata a fornire pari opportunità di ingresso e permanenza nel mercato del lavoro a qualsiasi individuo abile, indipendentemente dal genere o dalle condizioni socio-economiche di partenza. Il paradigma dell'investimento sociale si regge, dunque, su tre ipotesi centrali: (i) nel contesto economico post-industriale un ampio bagaglio di competenze (cognitive, sociali, comunicative) rappresenta la più efficace risorsa sulla quale il cittadino possa contare, ai fini di assicurare la propria sicurezza economica; (ii) responsabilità dello stato sociale moderno non è più quella di gararantire il soddisfacimento di una filiera di bisogni essenziali, o diritti sociali acquisiti, bensì creare le condizioni per le quali i cittadini possano, in autonomia, sviluppare le competenze necessarie a raggiungere una condizione di sicurezza; (iii) una società composta da cittadini competenti, equipaggiati degli strumenti appropriati a prosperare nell'economia della conoscenza, è anche una società inclusiva ed egalitaria, e dunque operare per incrementare il capitale umano di un numero sempre maggiore di cittadini significa, implicitamente, muovere verso una riduzione delle disuguaglianze sociali esistenti. In questo nuovo contesto, come è evidente, i sistemi di istruzione e formazione hanno acquisito una rinnovata centralità. I servizi socio-educativi per la prima infanzia, in particolare, sono stati oggetto di una radicale riconfigurazione: da strutture profondamente connotate in senso conciliativo-assistenzialista, finalizzate primariamente a favorire la permanenza all'interno de mondo del lavoro di un numero, relativamente esiguo, di madri lavoratrici, a settore strategico per lo sviluppo precoce di competenze, passaggio imprescindibile per il raggiungimento di quegli obiettivi di crescita economica ed inclusione intrinseci alla strategia dell'investimento sociale (Heckman and Carneiro 2003, Heckman, Stixrud et al. 2006, Cunha and Heckman 2010) Ipotesi e domande di ricerca Questo progetto di prefigge un duplice obiettivo d'indagine. Il primo, in linea con l'approccio discorsivo-istituzionalista definito da Vivienne Schmidt (2006, 2008, 2011, 2015, 2016), consiste nel fornire una ricostruzione della traiettoria di istituzionalizzazione seguita dai servizi socio-educativi per la prima infanzia, in Italia e in Trentino, nel corso degli ultimi 50 anni; un resoconto storico capace di mettere a fuoco i momenti chiave nella lenta e frammentata transformazione del settore da servizio residuale ai margini della tradizionale architettura welfarista, a sfera strategica del progetto di investimento sociale. Nel contesto di questa ricostruzione diacronica si vuole dare risalto non soltanto alla concatenazione di documenti, programmi e decisioni politico-strategiche messe in atto dagli attori istituzionali, quanto sottolineare la corrispondenza tra cambiamenti di strategia e il graduale processo evolutivo che, nel corso dei decenni, ha sostanzialmente modificato il modo di guardare alla prima infanzia. Il secondo obiettivo della ricerca, in linea con la direzione d'indagine indicata da studiosi come Bea Cantillon (2011, 2013), Wim Van Lancker (2013, 2017) ed Emmanuele Pavolini (2008, 2014, 2015), è quello di testare la validità di una delle premesse ipotetiche fondamentali alla base dell'approccio social investment ai servizi socio-educativi: la previsione secondo la quale un incremento degli investimenti nel settore della prima infanzia costituirebbe una leva di inclusione, capace di "rompere la trasmissione intergenazionale della disuguaglianza" (European Commission 2013) intervenendo, in età precoce, sulle competenze di base dei bambini di condizione socio-economica più debole. La ricerca si concentra sul caso della Provincia Autonoma di Trento, la regione italiana che, insieme al Friuli Venezia Giulia, ha registrato tra l'anno 2000 ed oggi i più significativi incrementi nel livello di partecipazione ai servizi socio-educativi. Il progetto si propone di analizzare la distribuzione sociale degli esiti sortiti da questo profondo processo di riforma, che ha investito non solamente la dimensione dell'offerta di asili nido e servizi integrativi, ma anche, e in misura sostanziale, la sfera della formazione del personale educativo. Il quesito che la ricerca, nel quinto capitolo, si propone di affrontare è se, in seguito ad un consistente aumento delle risorse a disposizione, il settore socio-educativo trentino sia oggi più vicino ad erogare un servizio di carattere universalista capace di erogare cura ed educazione di qualità a tutti i cittadini della Provincia, indipendentemente dalla condizione economica e dall'area geografica di residenza; o, viceversa, se il fenomeno riformista a cui si è assistito nel corso degli ultimi decenni sia ascrivibile ad un modello di espansionismo "selettivo", teso a colmare un gap nell'offerta di servizi ma senza riguardo per la costruzione di un sistema effettivamente equo. Strumenti teorici e metodologici. La ricostruzione storico-politica poggia su un framework metodologico di carattere discorsivo-istituzionalista. In termini estremamente generali, l'istituzionalismo rappresenta una prospettiva analitica di meso-livello, che riconosce nell'evoluzione delle istituzioni la variabile decisiva per comprendere e spiegare i processi di cambiamento politico (interessata, dunque, a variabili differenti dalla razionalità individuale, o dai macro-interessi strutturali). Le istituzioni, in questa dimensione di analisi, sono considerate come insiemi multi-livello di regole formali ed informali, capaci di esercitare un'influenza sostanziale sul processo e sugli esiti del policy-making, influenza che si manifesta primariamente tramite la capacità di assetti e strutture organizzative di limitare il numero, o lo spettro, di decisioni e comportamenti a disposizione degli agenti politici. Vincoli istituzionali definiscono il numero di soggetti che possono partecipare alla costruzione di un'agenda politica, dettano il numero di opzioni strategiche a disposizione degli attori, organizzano l'esercizio del potere politico all'interno di sequenze implementative predefinite, financo indicano gli strumenti necessari alla valutazione d'impatto delle decisioni maturate. Analisi di carattere istituzionalista hanno ottenuto un ampio successo nello spiegare le traiettorie evolutive dei sistemi di welfare europeo. L'approccio discorsivo si distingue dalle altre correnti istituzionaliste per il focus che pone su fattori e dinamiche endogeni alle organizzazioni: una postura metodologica che si traduce in attenzione all'evoluzione delle strutture discorsive interne alle organizzazioni (le strutture del linguaggio e degli 'atti comunicativi', i sistemi di percezione, idee e convinzioni degli attori), Questa logica interpretativa considera il cambiamento delle politiche come l'esito di processi evolutivi complessi, mai lineari e spesso prolungati nel tempo, che toccano la costruzione di quelle strutture di significato ('structures of meaning') tramite le quali gli attori interni alle istituzioni interpretano ed attribuiscono senso alle proprie azioni, organizzano il proprio comprotamento e definiscono priorità strategiche. L'analisi del processo di "istituzionalizzazione" dei servizi socio-educativi per la prima infanzia, dunque, fa ampio ricorso a documenti ed atti ufficiali, che forniscono testimonianza della parabola evolutiva compiuta da agenti interni alle istituzioni politiche dell'Unione Europea (nel capitolo terzo), e italiane (nel quarto). Lo scopo dichiarato rimane quello di descrivere come un principio fondamentale del nuovo paradigma welfarista del social investment, la centralità strategica di investire precocemente nel capitale umano tramite i servizi socio-educativi, abbiano progressivamente penetrato i confini delle istituzioni politiche, provocando un profondo cambiamento nelle strutture di significato che esse adoperano per amministrare e governare il settore della prima infanzia. Il secondo obiettivo di ricerca, testare sulla Provicia Autonoma di Trento la validità della "promessa egalitarista" del social investment, si articola nel corso del quinto capitolo nell'analisi di un disposto combinato di dati quantitativi, estratti da database statistici nazionali (ISTAT) e provinciali (ISPAT), e interviste qualitative raccolte nel corso di uno studio di campo condotto tra il mese di Agosto 2016 e Febbraio 2017. I dati quantitativi sono trattati in funzione di semplici analisi descrittive, capaci di catturare la ricaduta degli investimenti compiuti in Trentino tra gli anni 2002 e 2015 su differenti fasce sociali e aree territoriali. I dati raccolti – relativi all'accesso ai servizi per fascia di reddito, tipologia di servizio, e comunità montana di residenza – risultano decisivi a costruire un affresco dettagliato della realtà trentina. La dimensione qualitativa dell'analisi, costruita sulla base dei dati raccolti in più di 30 ore di interviste semi-strutturate con educatori, coordinatori pedagogici, dipendenti dell'Ufficio comunale di Trento per l'infanzia e funzionari provinciali, arricchisce l'interpretazione del processo politico oggetto dello studio di caso con una importante prospettiva "interna" alle istituzioni, aiutando a confermare, sostanziare e spiegare le ipotesi che sorgono dalla rielaborazione dei dati quantitativi. ; open
One of the most important vectors of Ukraine's contemporary development is its active policy in bilateral relations with the leading European countries, since such a policy opens the way for recognition of its European identity and forms unlimited opportunities for international cooperation on a mutually beneficial basis. Among the closest partners and the most reliable allies of Ukraine was and remains Poland, because here, hundreds of thousands of Ukrainians live, work and study without any special problems. In addition, the strengthening of strategic partnership with Poland contributes to the practical realization of the European choice of Ukraine. On the other hand, Poles are interested in the territorial integrity, independence and European orientation of Ukraine, seeing it an ally in confronting external threats.In connection with the aforementioned one of the most important directions of the study of the state and prospects of modern Ukrainian-Polish relations is the elucidation of the sources and methodology of their comprehension comprehension. Although any classification is conditional, it is still worth trying to identify the main sources whose potential is intended to strengthen the relations between the two countries and outline the methodological aspects of their use in order to strengthen Ukrainian-Polish cooperation. First of all, such sources should include the following.1. The ideological and theoretical work of the representatives of Ukraine and Poland, aimed at finding ways to deepen mutual understanding between the two peoples. At the same time, particular attention should be paid to strategic considerations expressed on both sides, as well as reservations about the risks that accompany bilateral relations. Along with this, the important points for studying are the positions of people who are distinguished for their diligence, openness to mutual respect and mutual understanding. The ideological and theoretical potential of Ukrainian and Polish intellectuals, aimed at convergence, the dialogue of the cultures of the two countries, still needs to be properly studied and systematized, and can serve as an important basis for the state-building efforts of Ukraine and Poland in the future.2. External and domestic legal acts and documents of strategic direction aimed at strengthening of bilateral relations. This vector of relationships was already established at the turn of the 20th - 21st centuries in the relevant international legal and internal documents: the Declaration on the Principles and Main Directions of Ukrainian-Polish Relations (October 13, 1990); Treaty on Good Neighborhood, Friendly Relations and Cooperation (May 18-19, 1992); Agreement on the legal status of the Ukrainian-Polish border (January 12, 1993); Communique on the results of the meeting of the Consultative Committee of the Presidents of Ukraine and the Republic of Poland (September 27-28, 1995); Joint Statement for Understanding and Integration (May 21, 1997); Security Strategies of the Republic of Poland (2000); National Concept of Strategic Partnership Relations with the Republic of Poland (July 27, 2001); in a paper presented by the Polish political experts «The Eastern Policy of the Union in the Perspective of its Expansion through the States of Central and Eastern Europe - the Polish Point of View» (October 2003). Sufficiently strong legal and regulatory framework for bilateral relations between Ukraine and Poland is evidence of a gradual strengthening of political, economic, international legal and cultural cooperation. At the same time, a number of problems remain inadequate. First of all, it concerns border cooperation, common historical heritage, education, labor migration, etc.3. Institutional system for the provision and coordination of mutual strategic interests of the two states. Today, this coordination is jointly carried out by: the Advisory Committee of the Presidents of Ukraine and the Republic of Poland; Ukrainian-Polish Mixed Commission on Trade and Economic Cooperation; Ukrainian-Polish and Polish-Ukrainian parliamentary groups; Permanent Ukrainian-Polish Conference on European Integration; Polish Institute in Kyiv; Ukrainian-Polish, Polish-Ukrainian forums, Foundation Research Center Poland-Ukraine and others. In addition, there are a number of research structures in each of the countries that are highly specialized in the Polish-Ukrainian and Ukrainian-Polish issues. Accordingly, this direction should be monitored and the current evaluation of the effectiveness of these or other structural units should be carried out on the subject of a real impact on the quality of bilateral relations. At the same time, mutual understanding should be sought on the basis of openness, dialogue, compromise, and the avoidance of the formation of structures focused on unilateral consideration of disputed problems.4.State-political decisions in the field of security policy, anti-hybrid foreign-policy threats. A real threat to the entire European security system was the aggressive policy of Russia in 2014. Under these conditions, Ukraine was the leading outpost of protecting European values and democratic order. Systemic comprehension of the existing experience in a vital military-strategic sphere will help to optimize the directions of further cooperation, in particular on such important issues as: the final determination by Ukraine of the transition to international standards in the military sphere; exchanging experience of reforming the troops and maintaining their combat readiness at an appropriate level; combining the efforts of all EU countries in combating hybrid threats, as well as conducting a single foreign and security policy; consolidated actions of the European states in relation to the offending state (point of application of sanctions, embargo, etc.); to develop, on the basis of the UN, a common position on the unconditional implementation by all countries of the world of the requirements of international law and the search for ways to improve it in order to resolve non-standard situations; the study of the NATO countries by the unique Ukrainian experience of functioning the state in a hybrid war.5. The ideological and theoretical potential of public events (scientific conferences, debates, discussions, official meetings) that promote reconciliation with respect to controversial historical events, the dissolution of persistent stereotypes. From time to time, the recurrence of historical hostility between the two neighboring countries is given significant, including at the official level. First of all, these are the negative manifestations of mutual opposition, such as: the war of monuments to the dead Poles and Ukrainians; the dissemination at the level of mass consciousness of outdated stereotypical ideas humiliating national dignity; attempts to politicize the policy of memory through speculation on the tragic events of the past, in which the representatives of both nations suffered; the criticisms of the Polish radicals about the re-establishment of the Commonwealth at the borders of 1939 and the ill-conceived statements of some Ukrainians, which prompted «to forget about Poland for 25 years». The realization by Poland of offensive historical politics in Ukraine creates a reciprocal reaction in the issue of Ukraine's implementation of its policy of memory and causes various kinds of distortions. Therefore, under the current conditions, monopolization of the policy of memory at the state level, without involving the general public, is extremely dangerous for the future. This remark applies to both Poland and Ukraine.Thus, despite current problems, today we have every reason to state the significant level of Ukrainian-Polish cooperation. At the same time, in the bilateral relations between Ukraine and Poland it is worth looking first and foremost on positive things, consolidating in the mass consciousness what unites the two Eastern European countries, to highlight the views of people who for years build a Polish-Ukrainian understanding: translate books, establish scientific cooperation, restore cemeteries, collect help for soldiers who guarantee European security in eastern Ukraine. The progressive forces of both countries, regardless of the various kinds of provocations, should be abstracted from the insinuations of the marginal environment, reveal wisdom in assessing historical events, and determine common priorities not only for the medium term, but also for the long-term perspective. The level of mutual relations between the two countries depends on the possibility of realizing the needs of national minorities - Ukrainian in Poland and Polish in Ukraine. In addition, the strengthening of intergovernmental cooperation will contribute to establishing closer cooperation between Ukrainian and Polish societies in general, which depends largely on the future of both countries in the European House of Spies. ; One of the most important vectors of Ukraine's contemporary development is its active policy in bilateral relations with the leading European countries, since such a policy opens the way for recognition of its European identity and forms unlimited opportunities for international cooperation on a mutually beneficial basis. Among the closest partners and the most reliable allies of Ukraine was and remains Poland, because here, hundreds of thousands of Ukrainians live, work and study without any special problems. In addition, the strengthening of strategic partnership with Poland contributes to the practical realization of the European choice of Ukraine. On the other hand, Poles are interested in the territorial integrity, independence and European orientation of Ukraine, seeing it an ally in confronting external threats.In connection with the aforementioned one of the most important directions of the study of the state and prospects of modern Ukrainian-Polish relations is the elucidation of the sources and methodology of their comprehension comprehension. Although any classification is conditional, it is still worth trying to identify the main sources whose potential is intended to strengthen the relations between the two countries and outline the methodological aspects of their use in order to strengthen Ukrainian-Polish cooperation. First of all, such sources should include the following.1. The ideological and theoretical work of the representatives of Ukraine and Poland, aimed at finding ways to deepen mutual understanding between the two peoples. At the same time, particular attention should be paid to strategic considerations expressed on both sides, as well as reservations about the risks that accompany bilateral relations. Along with this, the important points for studying are the positions of people who are distinguished for their diligence, openness to mutual respect and mutual understanding. The ideological and theoretical potential of Ukrainian and Polish intellectuals, aimed at convergence, the dialogue of the cultures of the two countries, still needs to be properly studied and systematized, and can serve as an important basis for the state-building efforts of Ukraine and Poland in the future.2. External and domestic legal acts and documents of strategic direction aimed at strengthening of bilateral relations. This vector of relationships was already established at the turn of the 20th - 21st centuries in the relevant international legal and internal documents: the Declaration on the Principles and Main Directions of Ukrainian-Polish Relations (October 13, 1990); Treaty on Good Neighborhood, Friendly Relations and Cooperation (May 18-19, 1992); Agreement on the legal status of the Ukrainian-Polish border (January 12, 1993); Communique on the results of the meeting of the Consultative Committee of the Presidents of Ukraine and the Republic of Poland (September 27-28, 1995); Joint Statement for Understanding and Integration (May 21, 1997); Security Strategies of the Republic of Poland (2000); National Concept of Strategic Partnership Relations with the Republic of Poland (July 27, 2001); in a paper presented by the Polish political experts «The Eastern Policy of the Union in the Perspective of its Expansion through the States of Central and Eastern Europe - the Polish Point of View» (October 2003). Sufficiently strong legal and regulatory framework for bilateral relations between Ukraine and Poland is evidence of a gradual strengthening of political, economic, international legal and cultural cooperation. At the same time, a number of problems remain inadequate. First of all, it concerns border cooperation, common historical heritage, education, labor migration, etc.3. Institutional system for the provision and coordination of mutual strategic interests of the two states. Today, this coordination is jointly carried out by: the Advisory Committee of the Presidents of Ukraine and the Republic of Poland; Ukrainian-Polish Mixed Commission on Trade and Economic Cooperation; Ukrainian-Polish and Polish-Ukrainian parliamentary groups; Permanent Ukrainian-Polish Conference on European Integration; Polish Institute in Kyiv; Ukrainian-Polish, Polish-Ukrainian forums, Foundation Research Center Poland-Ukraine and others. In addition, there are a number of research structures in each of the countries that are highly specialized in the Polish-Ukrainian and Ukrainian-Polish issues. Accordingly, this direction should be monitored and the current evaluation of the effectiveness of these or other structural units should be carried out on the subject of a real impact on the quality of bilateral relations. At the same time, mutual understanding should be sought on the basis of openness, dialogue, compromise, and the avoidance of the formation of structures focused on unilateral consideration of disputed problems.4.State-political decisions in the field of security policy, anti-hybrid foreign-policy threats. A real threat to the entire European security system was the aggressive policy of Russia in 2014. Under these conditions, Ukraine was the leading outpost of protecting European values and democratic order. Systemic comprehension of the existing experience in a vital military-strategic sphere will help to optimize the directions of further cooperation, in particular on such important issues as: the final determination by Ukraine of the transition to international standards in the military sphere; exchanging experience of reforming the troops and maintaining their combat readiness at an appropriate level; combining the efforts of all EU countries in combating hybrid threats, as well as conducting a single foreign and security policy; consolidated actions of the European states in relation to the offending state (point of application of sanctions, embargo, etc.); to develop, on the basis of the UN, a common position on the unconditional implementation by all countries of the world of the requirements of international law and the search for ways to improve it in order to resolve non-standard situations; the study of the NATO countries by the unique Ukrainian experience of functioning the state in a hybrid war.5. The ideological and theoretical potential of public events (scientific conferences, debates, discussions, official meetings) that promote reconciliation with respect to controversial historical events, the dissolution of persistent stereotypes. From time to time, the recurrence of historical hostility between the two neighboring countries is given significant, including at the official level. First of all, these are the negative manifestations of mutual opposition, such as: the war of monuments to the dead Poles and Ukrainians; the dissemination at the level of mass consciousness of outdated stereotypical ideas humiliating national dignity; attempts to politicize the policy of memory through speculation on the tragic events of the past, in which the representatives of both nations suffered; the criticisms of the Polish radicals about the re-establishment of the Commonwealth at the borders of 1939 and the ill-conceived statements of some Ukrainians, which prompted «to forget about Poland for 25 years». The realization by Poland of offensive historical politics in Ukraine creates a reciprocal reaction in the issue of Ukraine's implementation of its policy of memory and causes various kinds of distortions. Therefore, under the current conditions, monopolization of the policy of memory at the state level, without involving the general public, is extremely dangerous for the future. This remark applies to both Poland and Ukraine.Thus, despite current problems, today we have every reason to state the significant level of Ukrainian-Polish cooperation. At the same time, in the bilateral relations between Ukraine and Poland it is worth looking first and foremost on positive things, consolidating in the mass consciousness what unites the two Eastern European countries, to highlight the views of people who for years build a Polish-Ukrainian understanding: translate books, establish scientific cooperation, restore cemeteries, collect help for soldiers who guarantee European security in eastern Ukraine. The progressive forces of both countries, regardless of the various kinds of provocations, should be abstracted from the insinuations of the marginal environment, reveal wisdom in assessing historical events, and determine common priorities not only for the medium term, but also for the long-term perspective. The level of mutual relations between the two countries depends on the possibility of realizing the needs of national minorities - Ukrainian in Poland and Polish in Ukraine. In addition, the strengthening of intergovernmental cooperation will contribute to establishing closer cooperation between Ukrainian and Polish societies in general, which depends largely on the future of both countries in the European House of Spies.
One of the most important vectors of Ukraine's contemporary development is its active policy in bilateral relations with the leading European countries, since such a policy opens the way for recognition of its European identity and forms unlimited opportunities for international cooperation on a mutually beneficial basis. Among the closest partners and the most reliable allies of Ukraine was and remains Poland, because here, hundreds of thousands of Ukrainians live, work and study without any special problems. In addition, the strengthening of strategic partnership with Poland contributes to the practical realization of the European choice of Ukraine. On the other hand, Poles are interested in the territorial integrity, independence and European orientation of Ukraine, seeing it an ally in confronting external threats.In connection with the aforementioned one of the most important directions of the study of the state and prospects of modern Ukrainian-Polish relations is the elucidation of the sources and methodology of their comprehension comprehension. Although any classification is conditional, it is still worth trying to identify the main sources whose potential is intended to strengthen the relations between the two countries and outline the methodological aspects of their use in order to strengthen Ukrainian-Polish cooperation. First of all, such sources should include the following.1. The ideological and theoretical work of the representatives of Ukraine and Poland, aimed at finding ways to deepen mutual understanding between the two peoples. At the same time, particular attention should be paid to strategic considerations expressed on both sides, as well as reservations about the risks that accompany bilateral relations. Along with this, the important points for studying are the positions of people who are distinguished for their diligence, openness to mutual respect and mutual understanding. The ideological and theoretical potential of Ukrainian and Polish intellectuals, aimed at convergence, the dialogue of the cultures of the two countries, still needs to be properly studied and systematized, and can serve as an important basis for the state-building efforts of Ukraine and Poland in the future.2. External and domestic legal acts and documents of strategic direction aimed at strengthening of bilateral relations. This vector of relationships was already established at the turn of the 20th - 21st centuries in the relevant international legal and internal documents: the Declaration on the Principles and Main Directions of Ukrainian-Polish Relations (October 13, 1990); Treaty on Good Neighborhood, Friendly Relations and Cooperation (May 18-19, 1992); Agreement on the legal status of the Ukrainian-Polish border (January 12, 1993); Communique on the results of the meeting of the Consultative Committee of the Presidents of Ukraine and the Republic of Poland (September 27-28, 1995); Joint Statement for Understanding and Integration (May 21, 1997); Security Strategies of the Republic of Poland (2000); National Concept of Strategic Partnership Relations with the Republic of Poland (July 27, 2001); in a paper presented by the Polish political experts «The Eastern Policy of the Union in the Perspective of its Expansion through the States of Central and Eastern Europe - the Polish Point of View» (October 2003). Sufficiently strong legal and regulatory framework for bilateral relations between Ukraine and Poland is evidence of a gradual strengthening of political, economic, international legal and cultural cooperation. At the same time, a number of problems remain inadequate. First of all, it concerns border cooperation, common historical heritage, education, labor migration, etc.3. Institutional system for the provision and coordination of mutual strategic interests of the two states. Today, this coordination is jointly carried out by: the Advisory Committee of the Presidents of Ukraine and the Republic of Poland; Ukrainian-Polish Mixed Commission on Trade and Economic Cooperation; Ukrainian-Polish and Polish-Ukrainian parliamentary groups; Permanent Ukrainian-Polish Conference on European Integration; Polish Institute in Kyiv; Ukrainian-Polish, Polish-Ukrainian forums, Foundation Research Center Poland-Ukraine and others. In addition, there are a number of research structures in each of the countries that are highly specialized in the Polish-Ukrainian and Ukrainian-Polish issues. Accordingly, this direction should be monitored and the current evaluation of the effectiveness of these or other structural units should be carried out on the subject of a real impact on the quality of bilateral relations. At the same time, mutual understanding should be sought on the basis of openness, dialogue, compromise, and the avoidance of the formation of structures focused on unilateral consideration of disputed problems.4.State-political decisions in the field of security policy, anti-hybrid foreign-policy threats. A real threat to the entire European security system was the aggressive policy of Russia in 2014. Under these conditions, Ukraine was the leading outpost of protecting European values and democratic order. Systemic comprehension of the existing experience in a vital military-strategic sphere will help to optimize the directions of further cooperation, in particular on such important issues as: the final determination by Ukraine of the transition to international standards in the military sphere; exchanging experience of reforming the troops and maintaining their combat readiness at an appropriate level; combining the efforts of all EU countries in combating hybrid threats, as well as conducting a single foreign and security policy; consolidated actions of the European states in relation to the offending state (point of application of sanctions, embargo, etc.); to develop, on the basis of the UN, a common position on the unconditional implementation by all countries of the world of the requirements of international law and the search for ways to improve it in order to resolve non-standard situations; the study of the NATO countries by the unique Ukrainian experience of functioning the state in a hybrid war.5. The ideological and theoretical potential of public events (scientific conferences, debates, discussions, official meetings) that promote reconciliation with respect to controversial historical events, the dissolution of persistent stereotypes. From time to time, the recurrence of historical hostility between the two neighboring countries is given significant, including at the official level. First of all, these are the negative manifestations of mutual opposition, such as: the war of monuments to the dead Poles and Ukrainians; the dissemination at the level of mass consciousness of outdated stereotypical ideas humiliating national dignity; attempts to politicize the policy of memory through speculation on the tragic events of the past, in which the representatives of both nations suffered; the criticisms of the Polish radicals about the re-establishment of the Commonwealth at the borders of 1939 and the ill-conceived statements of some Ukrainians, which prompted «to forget about Poland for 25 years». The realization by Poland of offensive historical politics in Ukraine creates a reciprocal reaction in the issue of Ukraine's implementation of its policy of memory and causes various kinds of distortions. Therefore, under the current conditions, monopolization of the policy of memory at the state level, without involving the general public, is extremely dangerous for the future. This remark applies to both Poland and Ukraine.Thus, despite current problems, today we have every reason to state the significant level of Ukrainian-Polish cooperation. At the same time, in the bilateral relations between Ukraine and Poland it is worth looking first and foremost on positive things, consolidating in the mass consciousness what unites the two Eastern European countries, to highlight the views of people who for years build a Polish-Ukrainian understanding: translate books, establish scientific cooperation, restore cemeteries, collect help for soldiers who guarantee European security in eastern Ukraine. The progressive forces of both countries, regardless of the various kinds of provocations, should be abstracted from the insinuations of the marginal environment, reveal wisdom in assessing historical events, and determine common priorities not only for the medium term, but also for the long-term perspective. The level of mutual relations between the two countries depends on the possibility of realizing the needs of national minorities - Ukrainian in Poland and Polish in Ukraine. In addition, the strengthening of intergovernmental cooperation will contribute to establishing closer cooperation between Ukrainian and Polish societies in general, which depends largely on the future of both countries in the European House of Spies. ; One of the most important vectors of Ukraine's contemporary development is its active policy in bilateral relations with the leading European countries, since such a policy opens the way for recognition of its European identity and forms unlimited opportunities for international cooperation on a mutually beneficial basis. Among the closest partners and the most reliable allies of Ukraine was and remains Poland, because here, hundreds of thousands of Ukrainians live, work and study without any special problems. In addition, the strengthening of strategic partnership with Poland contributes to the practical realization of the European choice of Ukraine. On the other hand, Poles are interested in the territorial integrity, independence and European orientation of Ukraine, seeing it an ally in confronting external threats.In connection with the aforementioned one of the most important directions of the study of the state and prospects of modern Ukrainian-Polish relations is the elucidation of the sources and methodology of their comprehension comprehension. Although any classification is conditional, it is still worth trying to identify the main sources whose potential is intended to strengthen the relations between the two countries and outline the methodological aspects of their use in order to strengthen Ukrainian-Polish cooperation. First of all, such sources should include the following.1. The ideological and theoretical work of the representatives of Ukraine and Poland, aimed at finding ways to deepen mutual understanding between the two peoples. At the same time, particular attention should be paid to strategic considerations expressed on both sides, as well as reservations about the risks that accompany bilateral relations. Along with this, the important points for studying are the positions of people who are distinguished for their diligence, openness to mutual respect and mutual understanding. The ideological and theoretical potential of Ukrainian and Polish intellectuals, aimed at convergence, the dialogue of the cultures of the two countries, still needs to be properly studied and systematized, and can serve as an important basis for the state-building efforts of Ukraine and Poland in the future.2. External and domestic legal acts and documents of strategic direction aimed at strengthening of bilateral relations. This vector of relationships was already established at the turn of the 20th - 21st centuries in the relevant international legal and internal documents: the Declaration on the Principles and Main Directions of Ukrainian-Polish Relations (October 13, 1990); Treaty on Good Neighborhood, Friendly Relations and Cooperation (May 18-19, 1992); Agreement on the legal status of the Ukrainian-Polish border (January 12, 1993); Communique on the results of the meeting of the Consultative Committee of the Presidents of Ukraine and the Republic of Poland (September 27-28, 1995); Joint Statement for Understanding and Integration (May 21, 1997); Security Strategies of the Republic of Poland (2000); National Concept of Strategic Partnership Relations with the Republic of Poland (July 27, 2001); in a paper presented by the Polish political experts «The Eastern Policy of the Union in the Perspective of its Expansion through the States of Central and Eastern Europe - the Polish Point of View» (October 2003). Sufficiently strong legal and regulatory framework for bilateral relations between Ukraine and Poland is evidence of a gradual strengthening of political, economic, international legal and cultural cooperation. At the same time, a number of problems remain inadequate. First of all, it concerns border cooperation, common historical heritage, education, labor migration, etc.3. Institutional system for the provision and coordination of mutual strategic interests of the two states. Today, this coordination is jointly carried out by: the Advisory Committee of the Presidents of Ukraine and the Republic of Poland; Ukrainian-Polish Mixed Commission on Trade and Economic Cooperation; Ukrainian-Polish and Polish-Ukrainian parliamentary groups; Permanent Ukrainian-Polish Conference on European Integration; Polish Institute in Kyiv; Ukrainian-Polish, Polish-Ukrainian forums, Foundation Research Center Poland-Ukraine and others. In addition, there are a number of research structures in each of the countries that are highly specialized in the Polish-Ukrainian and Ukrainian-Polish issues. Accordingly, this direction should be monitored and the current evaluation of the effectiveness of these or other structural units should be carried out on the subject of a real impact on the quality of bilateral relations. At the same time, mutual understanding should be sought on the basis of openness, dialogue, compromise, and the avoidance of the formation of structures focused on unilateral consideration of disputed problems.4.State-political decisions in the field of security policy, anti-hybrid foreign-policy threats. A real threat to the entire European security system was the aggressive policy of Russia in 2014. Under these conditions, Ukraine was the leading outpost of protecting European values and democratic order. Systemic comprehension of the existing experience in a vital military-strategic sphere will help to optimize the directions of further cooperation, in particular on such important issues as: the final determination by Ukraine of the transition to international standards in the military sphere; exchanging experience of reforming the troops and maintaining their combat readiness at an appropriate level; combining the efforts of all EU countries in combating hybrid threats, as well as conducting a single foreign and security policy; consolidated actions of the European states in relation to the offending state (point of application of sanctions, embargo, etc.); to develop, on the basis of the UN, a common position on the unconditional implementation by all countries of the world of the requirements of international law and the search for ways to improve it in order to resolve non-standard situations; the study of the NATO countries by the unique Ukrainian experience of functioning the state in a hybrid war.5. The ideological and theoretical potential of public events (scientific conferences, debates, discussions, official meetings) that promote reconciliation with respect to controversial historical events, the dissolution of persistent stereotypes. From time to time, the recurrence of historical hostility between the two neighboring countries is given significant, including at the official level. First of all, these are the negative manifestations of mutual opposition, such as: the war of monuments to the dead Poles and Ukrainians; the dissemination at the level of mass consciousness of outdated stereotypical ideas humiliating national dignity; attempts to politicize the policy of memory through speculation on the tragic events of the past, in which the representatives of both nations suffered; the criticisms of the Polish radicals about the re-establishment of the Commonwealth at the borders of 1939 and the ill-conceived statements of some Ukrainians, which prompted «to forget about Poland for 25 years». The realization by Poland of offensive historical politics in Ukraine creates a reciprocal reaction in the issue of Ukraine's implementation of its policy of memory and causes various kinds of distortions. Therefore, under the current conditions, monopolization of the policy of memory at the state level, without involving the general public, is extremely dangerous for the future. This remark applies to both Poland and Ukraine.Thus, despite current problems, today we have every reason to state the significant level of Ukrainian-Polish cooperation. At the same time, in the bilateral relations between Ukraine and Poland it is worth looking first and foremost on positive things, consolidating in the mass consciousness what unites the two Eastern European countries, to highlight the views of people who for years build a Polish-Ukrainian understanding: translate books, establish scientific cooperation, restore cemeteries, collect help for soldiers who guarantee European security in eastern Ukraine. The progressive forces of both countries, regardless of the various kinds of provocations, should be abstracted from the insinuations of the marginal environment, reveal wisdom in assessing historical events, and determine common priorities not only for the medium term, but also for the long-term perspective. The level of mutual relations between the two countries depends on the possibility of realizing the needs of national minorities - Ukrainian in Poland and Polish in Ukraine. In addition, the strengthening of intergovernmental cooperation will contribute to establishing closer cooperation between Ukrainian and Polish societies in general, which depends largely on the future of both countries in the European House of Spies.
Objective To identify the genetic determinants of fracture risk and assess the role of 15 clinical risk factors on osteoporotic fracture risk. DESIGN Meta-analysis of genome wide association studies (GWAS) and a two-sample mendelian randomisation approach. Setting 25 cohorts from Europe, United States, east Asia, and Australia with genome wide genotyping and fracture data. Participants A discovery set of 37 857 fracture cases and 227 116 controls; with replication in up to 147 200 fracture cases and 150 085 controls. Fracture cases were defined as individuals (>18 years old) who had fractures at any skeletal site confirmed by medical, radiological, or questionnaire reports. Instrumental variable analyses were performed to estimate effects of 15 selected clinical risk factors for fracture in a twosample mendelian randomisation framework, using the largest previously published GWAS meta-analysis of each risk factor. Results Of 15 fracture associated loci identified, all were also associated with bone mineral density and mapped to genes clustering in pathways known to be critical to bone biology (eg, SOST, WNT16, and ESR1) or novel pathways (FAM210A, GRB10, and ETS2). Mendelian randomisation analyses showed a clear effect of bone mineral density on fracture risk. One standard deviation decrease in genetically determined bone mineral density of the femoral neck was associated with a 55% increase in fracture risk (odds ratio 1.55 (95% confidence interval 1.48 to 1.63; P=1.5×10?68). Hand grip strength was inversely associated with fracture risk, but this result was not significant after multiple testing correction. The remaining clinical risk factors (including vitamin D levels) showed no evidence for an effect on fracture. Con clusions This large scale GWAS meta-analysis for fracture identified 15 genetic determinants of fracture, all of which also influenced bone mineral density. Among the clinical risk factors for fracture assessed, only bone mineral density showed a major causal effect on fracture. Genetic predisposition to lower levels of vitamin D and estimated calcium intake from dairy sources were not associated with fracture risk. ; Funding: This research and the Genetic Factors for Osteoporosis (GEFOS) consortium have been funded by the European Commission (HEALTH-F2-2008-201865-GEFOS). AGES: NIH contract N01- AG-12100 and NIA Intramural Research Program, Hjartavernd (the Icelandic Heart Association), and Althingi (the Icelandic Parliament). Icelandic Heart Association. Anglo-Australasian Osteoporosis Genetics Consortium (AOGC): National Health and Medical Research Council (Australia) (grant reference 511132). Australian Cancer Research Foundation and Rebecca Cooper Foundation (Australia). National Health and Medical Research Council (Australia). National Health and Medical Research Council (Australia) Career Development Award (569807). Medical Research Council New Investigator Award (MRC G0800582). Health Research Council of New Zealand. Sanofi-Aventis, Eli Lilly, Novartis, Pfizer, Proctor & Gamble Pharmaceuticals and Roche. National Health and Medical Research Council, Australia. Australian National Health and Medical Research Council, MBF Living Well foundation, the Ernst Heine Family Foundation and from untied educational grants from Amgen, Eli Lilly International, GE-Lunar, Merck Australia, Novartis, Sanofi-Aventis Australia and Servier. Medical Research Council UK and Arthritis Research UK. The Victorian Health Promotion Foundation and the Geelong Region Medical Research Foundation, and the National Health and Medical Research Council, Australia (project grant 628582). Action Research UK. DME is supported by an Australian Research Council Future Fellowship (FT130101709). This work was supported by a Medical Research Council programme grant (MC_UU_12013/4). B-Vitamins for the PRevention Of Osteoporotic Fractures (BPROOF) study: supported and funded so far by The Netherlands Organisation for Health Research and Development (ZonMw, grant 6130.0031), The Hague; unrestricted grant from NZO (Dutch Dairy Association), Zoetermeer; Orthica, Almere; Netherlands Consortium Healthy Ageing (NCHA) Leiden/Rotterdam; Ministry of Economic Affairs, Agriculture and Innovation (project KB-15-004-003), The Hague; Wageningen University, Wageningen; VUmc, Amsterdam; Erasmus Medical Center, Rotterdam. Cardiovascular Health Study (CHS): National Heart Lung and Blood Institute (NHLBI) contracts HHSN268201200036C, HHSN268200800007C, N01HC55222, N01HC85079, N01HC85080, N01HC85081, N01HC85082, N01HC85083, N01HC85086; and NHLBI grants U01HL080295, R01HL087652, R01HL105756, R01HL103612, R01HL120393, and R01HL130114 with additional contribution from the National Institute of Neurological Disorders and Stroke (NINDS). Additional support was provided through R01AG023629 from the National Institute on Ageing (NIA). Genotyping supported in part by the National Center for Advancing Translational Sciences, CTSI grant UL1TR000124, and the National Institute of Diabetes and Digestive and Kidney Disease Diabetes Research Center (DRC) grant DK063491 to the Southern California Diabetes Endocrinology Research Center. deCODE Genetics. EPIC-Norfolk: Medical Research Council G9321536 and G9800062, MAFF AN0523, EU FP5 (QLK6-CT-2002-02629), Food Standards Agency N05046, GEFOS EU FP7 Integrated Project Grant Reference: 201865, The UK's National Institute for Health Research (NIHR) Biomedical Research Centre Grant to Cambridge contributed to the costs of genotyping. Estonian Genome Center University of Tartu (EGCUT): This study was supported by EU H2020 grants 692145, 676550, 654248, Estonian Research Council Grant IUT20-60, NIASC and EIT—Health and EU through the European Regional Development Fund (project No 2014-2020.4.01.15-0012 GENTRANSMED). Erasmus Rucphen Family Study (ERF): Netherlands Organisation for Scientific Research (NWO), Erasmus University Medical Centre, the Centre for Medical Systems Biology (CMSB1 and CMSB2) of the Netherlands Genomics Initiative (NGI). Framingham Osteoporosis Study (FOS): National Institute for Arthritis, Musculoskeletal and Skin Diseases and National Institute on Ageing (R01 AR41398; DPK and R01 AR 050066; DK National Heart, Lung, and Blood Institute's Framingham Heart Study (N01-HC-25195) and its contract with Affymetrix for genotyping services (N02-HL-6-4278). The Gothenburg Osteoporosis and Obesity Determinan Study (GOOD): Swedish Research Council (K2010-54X-09894-19-3, 2006-3832 and K2010-52X-20229-05-3), Swedish Foundation for Strategic Research, ALF/LUA research grant in Gothenburg, Lundberg Foundation, Torsten and Ragnar Söderberg's Foundation, Västra Götaland Foundation, Göteborg Medical Society, Novo Nordisk Foundation, and European Commission grant HEALTH-F2-2008- 201865-GEFOS. Health Aging and Body Composition Study (HealthABC): the Intramural Research Program of the National Institute of Health (NIH), National Institute on Ageing. US National Institute of Ageing (NIA) contracts N01AG62101, N01AG62103, and N01AG62106. NIA grant 1R01AG032098. The Center for Inherited Disease Research (CIDR). National Institutes of Health contract number HHSN268200782096C. Hong Kong Osteoporosis Study (HKOS): Hong Kong Research Grant Council (HKU 768610M); Bone Health Fund of HKU Foundation; KC Wong Education Foundation; Small Project Funding (201007176237); Matching Grant, Committee on research and conference (CRCG) Grant and Osteoporosis and Endocrine Research Fund; and the Genomics Strategic Research Theme of the University of Hong Kong. The Osteoporotic Fractures in Men (MrOS) Study is supported by National Institutes of Health funding. The following institutes provide support: National Institute of Arthritis and Musculoskeletal and Skin Diseases (NIAMS), National Institute on Ageing (NIA), National Center for Research Resources (NCRR), and National Institute of Health (NIH) Roadmap for Medical Research under the following grant numbers: U01 AR45580, U01 AR45614, U01 AR45632, U01 AR45647, U01 AR45654, U01 AR45583, U01 AG18197, U01-AG027810, and UL1 RR024140. Prospective study of pravastatin in the elderly at risk (PROSPER): European Union's Seventh Framework Programme (FP7/2007-2013) under grant agreement No HEALTH-F2-2009-223004 PHASE. Rotterdam study I, Rotterdam study II, Rotterdam study III: Netherlands Organisation of Scientific Research (NWO) Investments (No 175.010.2005.011, 911-03-012); Research Institute for Diseases in the Elderly (014-93-015; RIDE2); Netherlands Genomics Initiative/Netherlands Consortium for Healthy Ageing (050-060-810); German Bundesministerium fuer Forschung und Technology under grants #01 AK 803 A-H and # 01 IG 07015 G. the Netherlands Organisation for Health Research and Development ZonMw VIDI 016.136.367 (funding FR, CM-G, KT). Study of Osteoporotic Fractures (SOF): supported by National Institutes of Health funding. The National Institute on Ageing (NIA) and the National Institute of Arthritis and Musculoskeletal and Skin Diseases (NIAMS) provides support under the following grant numbers: R01 AG005407, R01 AR35582, R01 AR35583, R01 AR35584, R01 AG005394, R01 AG027574, R01 AG027576, and R01 AG026720. TwinsUK1, TwinsUK2: NIHR Biomedical Research Centre (grant to Guys' and St Thomas' Hospitals and King's College London); Chronic Disease Research Foundation; Wellcome Trust; Canadian Institutes of Health Research, Canadian Foundation for Innovation, Fonds de la Recherche en Santé Québec, Lady Davis Institute, Jewish General Hospital, and Ministère du Développement économique, de l'Innovation et de l'Exportation du Quebec. UK Biobank: This research has been conducted using the UK Biobank Resource (application No 12703). Access to the UK Biobank study data was funded by a University of Queensland Early Career Researcher Grant (2014002959). Access to the UK Biobank study data was funded by University of Queensland Early Career Researcher Grant (2014002959) and University of Western Australia-University of Queensland Bilateral Research Collaboration Award (2014001711). NMW is supported by a National Health and Medical Research Council Early Career Fellowship (APP1104818). Women's Genome Health Study (WGHS): HL 043851 and HL69757 from the National Heart, Lung, and Blood Institute and CA 047988 from the National Cancer Institute, the Donald W Reynolds Foundation, and the Fondation Leducq Amgen. Women's Health Initiative (WHI) program is funded by the National Heart, Lung, and Blood Institute, National Institutes of Health, US. Department of Health and Human Services through contracts N01WH22110, 24152, 32100-2, 32105-6, 32108-9, 32111-13, 32115, 32118-32119, 32122, 42107-26, 42129-32, and 44221. Young Finns study (YFS): has been financially supported by the Academy of Finland: grants 286284 (TL), 134309 (Eye), 126925, 121584, 124282, 129378 (Salve), 117787 (Gendi), and 41071 (Skidi); the Social Insurance Institution of Finland; Competitive State Research Financing of the Expert Responsibility area of Tampere, Turku and Kuopio University Hospitals (grant X51001); Juho Vainio Foundation; Paavo Nurmi Foundation; Finnish Foundation for Cardiovascular Research; Finnish Cultural Foundation; Tampere Tuberculosis Foundation; Emil Aaltonen Foundation; Yrjö Jahnsson Foundation; Signe and Ane Gyllenberg Foundation; and Diabetes Research Foundation of Finnish Diabetes Association; and EU Horizon 2020 (grant 755320 for TAXINOMISIS). Barcelona cohort osteoporosis (BARCOS): Red de Envejecimiento y fragilidad RETICEF, CIBERER, Instituto Carlos III. Fondos FEDER. Fondo de Investigación Sanitaria (FIS PI13/00116). Spanish MINECO (SAF2014-56562-R), Catalan Government (2014SGR932). Austrios-A, Austrios-B: was supported by BioPersMed (COMET K project 825329), and the Competence Center CBmed (COMET K1 centre 844609), funded by the Austrian Federal Ministry of Transport, Innovation and Technology (BMVIT) and the Austrian Federal Ministry of Economics and Labour/ the Federal Ministry of Economy, Family and Youth (BMWA/BMWFJ) and the Styrian Business Promotion Agency (SFG). Cantabria-Camargo study (Cabrio-C), Cantabria osteoporosis case-control study (Cabrio-CC): Instituto de Salud Carlos III-Fondo de Investigaciones Sanitarias Grants PI 06/34,PI09/539, PI12/615 and PI15/521 (that could be cofunded by European Union-FEDER funds). Calcium Intake Fracture Outcome Study (CAIFOS): Healthway Health Promotion Foundation of Western Australia, Australasian Menopause Society and the Australian National Health and Medical Research Council Project Grant (254627, 303169 and 572604). Canadian Multicentre Osteoporosis Study (CaMos): was supported by a grant from the Canadian Institutes for Health Research (CIHR) (grant No MOP111103). JBR and JAM are funded by the Canadian Institutes of Health Research, Fonds du Recherche Québec Santé, and Jewish General Hospital. Edinburgh Osteoporosis Study (EDOS): was supported by a grant from Arthritis Research UK (grant number 15389). European Prospective Osteoporosis Study (EPOS): EU Biomed 1 (BMHICT920182, CIPDCT925012, ERBC1PDCT 940229, ERBC1PDCT930105), Medical Research Council G9321536 and G9800062, Wellcome Trust Collaborative Research Initiative 1995, MAFF AN0523,EU FP5 (QLK6-CT-2002-02629), Food Standards Agency N05046, GEFOS EU FP7 Integrated Project Grant Reference: 201865. The UK's National Institute for Health Research (NIHR) Biomedical Research Centre Grant to Cambridge contributed to the costs of genotyping. Geelong Osteoporosis Study (GEOS): Canadian Institutes for health research operating grant funding reference #86748. Genetic analysis of osteoporosis in Greece (GROS): University of Athens, Greece (Kapodistrias 2009). Hertfordshire Cohort Study (HCS): supported by Medical Research Council UK; Arthritis Research UK; National Institute for Health Research (NIHR) Musculoskeletal BRU Oxford; National Institute for Health Research (NIHR) Nutrition BRC Southampton. Hong Kong: The projects have been supported by The Hong Kong Jockey Club Charities Trust, VC discretionary fund of The Chinese University of Hong Kong, and Research Grants Council Earmarked Grant CUHK4101/02M. Korean osteoporosis study in Asan Medical Center (KorAMC): a grant of the Korea Health Technology R&D Project, the Ministry of Health and Welfare, Republic of Korea (project No HI14C2258); a grant of the Korea Health Technology R&D Project, the Ministry of Health and Welfare, Republic of Korea (project No HI15C0377). Longitudinal Aging Study Amsterdam (LASA): largely supported by a grant from the Netherlands Ministry of Health Welfare and Sports, Directorate of Long term Care. MINOS study was supported by a grant from the Merck-Sharp-Dohme Chibret company. Malta osteoporotic fracture study (MOFS): financial support was received from the European Union Strategic Educational Pathways Scholarhip scheme (STEPS). The Osteoporotic Fractures in Men (MrOS) Sweden: financial support was received from the Swedish Research Council (K2010- 54X-09894-19-3, 2006-3832), Swedish Foundation for Strategic Research, ALF/LUA research grant in Gothenburg, Lundberg Foundation, Torsten and Ragnar Söderberg's Foundation, Västra Götaland Foundation, Göteborg Medical Society, Novo Nordisk foundation, and European Commission grant HEALTH-F2-2008- 201865-GEFOS. Odense androgen study (OAS): World Anti-Doping Agency, Danish Ministry of Culture, Institute of Clinical Research of the University of Southern Denmark. Prevalence of osteoporosis in Slovenia (Slo-preval): was created as part of projects financially supported by the Slovenian research agency: P3-298 Geni, Hormoni in osebnostne spremembe pri hormonskih motnjah; Z1-3238: Genski in okoljski dejavniki tveganja za razvoj motnje pri remodellaciji kosti; J2-3314 Genetski faktorji in hormoni pri presnovnih boleznih; and J3-2330 Genetski dejavniki pri osteoporozi. TWINGENE: supported in part by the Ragnar Söderberg Foundation (E9/11); the National Science Foundation (EArly Concept Grants for Exploratory Research: "Workshop for the Formation of a Social Science Genetic Association Consortium," SES-1064089) as supplemented by the National Institutes of Health's (NIH) Office of Behavioural and Social Sciences Research; and the National Institute on Ageing/NIH through Grants P01-AG005842, P01-AG005842-20S2, P30-AG012810, and T32-AG000186-23 to the National Bureau of Economic Research. The Swedish Twin Registry is supported by the Swedish Department of Higher Education, European Commission European Network for Genetic and Genomic Epidemiology (ENGAGE: 7th Framework Program (FP7/2007-2013)/Grant agreement HEALTH-F4-2007-201413; and GenomEUtwin: 5th Framework program "Quality of Life and Management of the Living Resources" Grant QLG2-CT-2002-01254); NIH (DK U01-066134); Swedish Research Council (M-2005-1112 and 2009-2298); Swedish Foundation for Strategic Research (ICA08-0047); Jan Wallander and Tom Hedelius Foundation; and Swedish Council for Working Life and Social Research. The Umeå Fracture and Osteoporosis Study (UFO) is supported by the Swedish Research Council (K20006- 72X-20155013), Swedish Sports Research Council (87/06), Swedish Society of Medicine, Kempe-Foundation (JCK-1021), and by grants from the Medical Faculty of Umeå University (ALFVLL:968:22-2005, ALFVL:-937-2006, ALFVLL:223:11-2007, ALFVLL:78151-2009) and county council of Västerbotten (SpjutspetsanslagVLL:159:33-2007). GRW and JHDB were funded by the Wellcome Trust (Strategic Award grant No 101123; Joint Investigator Award No 110141; project grant No 094134). DPK was funded by a grant from the National Institute on Arthritis Musculoskeletal and Skin Diseases R01 AR041398. The funding agencies had no role in the study design, analysis, or interpretation of data; the writing of the manuscript; or in the decision to submit the article for publication.
L'invecchiamento della popolazione è un processo irreversibile e un cambiamento globale senza precedenti che l'umanità intera deve affrontare e gestire. Secondo le previsioni delle Nazioni Unite e dell'Organizzazione Mondiale della Sanità, nel 2050 le persone con oltre 60 anni saranno quasi 2 miliardi (World Health Organization 2012, 6). Le cause sono riconducibili a due importanti fattori: il calo delle nascite e il progressivo allungamento della vita, i quali stanno provocando una graduale ma inevitabile riduzione della quota di popolazione giovane a vantaggio di quella più adulta. Prenderne atto costituisce solamente il primo passo verso la consapevolezza che queste dinamiche demografiche stanno mutando non solo la struttura della popolazione, ma anche quella della società con tutti i rapporti e le relazioni che in essa avvengono. In una sorta di reazione a catena sociale, sono destinate a cambiare anche le strutture produttive, gli schemi culturali, il welfare, i consumi, il mercato del lavoro, i rapporti intergenerazionali: in sostanza va progressivamente ripensata l'intera società in vista delle sfide che si dovranno necessariamente affrontare. In particolare, l'aumento dell'età di una popolazione pone questioni importanti in relazione ai riassetti del mercato del lavoro e dei sistemi pensionistici (questi ultimi non sono oggetto di studio nella ricerca). Infatti, la combinazione tra i fattori demografici precedentemente descritti, le barriere all'ingresso delle giovani generazioni e gli interventi volti a ristabilire l'equilibrio finanziario del sistema pensionistico pubblico (la cosiddetta riforma Fornero del 2011), ha profondamente ridisegnato la struttura per età del mercato del lavoro italiano degli ultimi venti anni circa, contribuendo alla crescita dell'offerta di lavoro collocata nella seconda parte della carriera lavorativa. Il presente contributo concentra l'analisi sugli effetti che l'invecchiamento sta producendo sulla forza lavoro e nel mercato del lavoro, tentando di riflettere su alcuni aspetti intorno ai quali si sta declinando il discorso sul rapporto fra policy, invecchiamento e mercato del lavoro, nell'ottica di approfondire le trasformazioni in corso, sui problemi aperti di cui danno riscontro le statistiche inerenti il mercato del lavoro. In questo contesto, la ricerca è divisa in tre parti. Nella prima si approfondiscono le principali definizioni della tematica oggetto di studio cercando di fornire anche un breve quadro demografico dello scenario italiano con l'utilizzo dei dati dell'Indagine Istat "Rilevazione sulle Forze di Lavoro"; la seconda esplora le modalità con cui le aziende hanno affrontato i recenti mutamenti demografici ed economici nonché le scelte gestionali adottate specificamente in relazione al fattore età attraverso i dati dell'Indagine Inapp " La gestione della forza lavoro matura da parte delle piccole e medie imprese private italiane"; infine la terza analizza i risultati dell'Indagine Istat riguardante "La partecipazione degli adulti alle attività formative", in quanto proprio queste ultime possono svolgere un ruolo chiave, non solo per contrastare il declino delle competenze, ma anche per favorirne l'aggiornamento e l'ampliamento costante, specialmente per la popolazione in età avanzata. In particolare, dall'indagine con oggetto le piccole medie imprese realizzata dall'Inapp emerge, sostanzialmente, che la composizione demografica dell'impresa non rappresenta un ostacolo allo sviluppo. Le PMI non considerano l'età un fattore determinante per il rendimento professionale di un lavoratore, mentre in fase di reclutamento del proprio personale le imprese privilegiano sia l'esperienza che le competenze professionali. L'esperienza viene spesso vista come garanzia di qualità e ciò è sottolineato dall'importanza della trasmissione della conoscenza e del saper fare: spesso infatti i lavoratori anziani istruiscono, attraverso corsi, i lavoratori in entrata. Nonostante la considerazione prevalentemente di "svantaggio", con la quale viene percepito l'invecchiamento, cresca con l'aumentare della numerosità aziendale, proprio le imprese più grandi sembrano adottare comportamenti virtuosi in una prospettiva di sviluppo a lungo termine, nell'ottica dell'intero ciclo di vita lavorativo di ciascun individuo e delle politiche di gestione delle differenze. Tali comportamenti sono anche in linea con quanto auspicato dall'Unione Europea che ha posto l'accento sull'opportunità di sviluppare politiche in un'ottica di ciclo di vita, piuttosto che di target group isolati, seguendo un approccio orientato alla gestione dell'età e della diversità lungo tutto l'arco dello sviluppo professionale, che tenga conto dell'evolversi del rapporto fra individui, mercato del lavoro e vita familiare. Pertanto, nelle medie aziende e ancor di più in quelle di grandi dimensioni, è più probabile rilevare politiche e interventi strutturati rivolti all'età nell'ambito delle gestione delle risorse umane, nonché esperienze ispirate a criteri di responsabilità sociale e sviluppate in un'ottica di lungo periodo che contribuiscono alla costruzione dell'identità aziendale all'interno del sistema territoriale. In generale, a prescindere dalla dimensione aziendale, le imprese non vivono l'invecchiamento delle proprie risorse umane particolarmente come un problema, ma piuttosto come una risorsa per la crescita dell'intero sistema produttivo, considerandolo sostanzialmente un vantaggio, un'opportunità, e nel contempo individuano nella formazione uno degli strumenti principe dei processi ri-organizzativi e per lo sviluppo dei percorsi di carriera, anche se declinato in modalità differenziate in relazione alla tipologia aziendale. Il percorso che dovrebbero intraprendere le piccole e medie imprese, e che le grandi hanno già intrapreso, nell'affrontare il problema dell'invecchiamento dei lavoratori sembra caratterizzato da alcuni passaggi obbligati che vanno da una prima fase di sensibilizzazione al tema dell'ageing, una seconda con l'implementazione di interventi specifici, passando attraverso una fase propedeutica di analisi della composizione demografica del personale (mirata a identificare l'incidenza e le caratteristiche dei lavoratori più anziani, rispetto alla popolazione aziendale complessiva o in relazione alle altre generazioni di lavoratori), fino a una terza fase, altrettanto importante, di progettazione, attuazione e valutazione di "progetti pilota" e politiche mirate. Complessivamente, gli interventi analizzati sono riconducibili a tre tematiche prioritarie - formazione, valorizzazione dell'esperienza e sostegno al dialogo intergenerazionale - la cui finalità generale è quella di sostenere la redditività complessiva dell'impresa attraverso il mantenimento e il miglioramento della produttività dei lavoratori, specialmente quelli più maturi che generalmente rappresentano un costo più elevato. Infatti, l'attuale economia, in rapida trasformazione e sempre più rivolta all'innovazione, sta rendendo le competenze dei lavoratori obsolete più rapidamente che mai. Oltre ad aggiornare le proprie competenze per adeguarsi alle mutevoli esigenze, sta emergendo anche la domanda di nuove tipologie di capacità professionali. Le attività formative sono comunque abbastanza diffuse in un'ottica del lifelong learning quale strumento principale per il sostegno all'occupabilità della forza lavoro e alla competitività delle imprese. Ma tali attività non sono rivolte a tutti i dipendenti in egual misura: emerge infatti, sin dalle prime analisi, che la partecipazione alla formazione differisce tra gli adulti, a dimostrazione che sono presenti alcuni gruppi che richiederebbero politiche specifiche e mirate. A parte i non occupati, che nel presente lavoro non sono stati oggetto di studio, coloro che hanno il minimo accesso all'apprendimento sono i lavoratori vicini al pensionamento (over 50) e quelli con scarse qualifiche professionali. Inoltre, la partecipazione alla formazione professionale continua è positivamente correlata al livello di istruzione. A tal riguardo, l'indagine AES (Adult Education Survey) ha evidenziato come le motivazioni chiave e le barriere relative alla formazione siano correlate al lavoro. Se si considera che oltre il 60% dei percorsi di formazione non formale è finanziato o sponsorizzato dal datore di lavoro, la partecipazione e il ruolo del datore di lavoro nel fornire nuove opportunità di apprendimento sono di fondamentale importanza. Incoraggiare quindi i datori di lavoro, in particolare le piccole e medie imprese, a sviluppare opportunità di apprendimento è fondamentale. Se a volte è la mancanza di consapevolezza della necessità di apprendimento una delle ragioni principali che ostacola la partecipazione formativa, anche altri motivi sono molto frequenti: la mancanza di tempo a causa di responsabilità familiari e di orari di lavoro, la mancanza di risorse finanziarie, la lontananza da casa o dal luogo di lavoro, ragioni di salute e di età. Esempi di buone pratiche mostrano comunque approcci su come aumentare il livello di competenza dei lavoratori più anziani. In alcuni casi infatti, gli interventi formativi sono dedicati specificamente ai lavoratori meno giovani: si tratta principalmente di iniziative mirate all'aggiornamento di competenze tecniche in ambiti particolari (es. competenze informatiche, quando è molto forte la propensione all'innovazione tecnologica) o alla riqualificazione dei lavoratori più anziani nel ruolo di formatori (quando la cultura aziendale è orientata alla valorizzazione dell'esperienza). Valorizzare l'esperienza è infatti un fattore chiave per garantire il trasferimento delle conoscenze tra le generazioni e per individuare le attività in cui i lavoratori più anziani sono produttivi: è quindi anche utile per la capacità di innovazione di tutta l'azienda. Ciò che però ancora manca in Italia è una strategia sistematica di aggiornamento e incremento delle competenze degli adulti, in particolare dei senior. Cofinanziamento pubblico alle azioni formative dirette ai senior, diverse modalità di apprendimento, distribuzione temporale dell'azione formativa potrebbero fare da contrappeso a propensioni e atteggiamenti negativi degli individui e delle imprese verso il lifelong learning. Altrettanto importante è promuovere forme di flessibilità e di organizzazione del lavoro, tecnologie e modelli di cultura manageriale che consentano di valorizzare le competenze dei lavoratori anziani. In questo ambito, in tutta Europa si stanno sviluppando esperienze aziendali di successo sulla promozione dell'apprendimento intergenerazionale e della condivisione delle conoscenze tra i lavoratori giovani e anziani. Si tratta di un'attività complessa e dagli esiti non scontati, che richiede una forte disponibilità da parte delle aziende nello sviluppo di un'adeguata cultura di gestione delle risorse umane e di un sistema in grado di capitalizzare gli esiti dell'applicazione di strumenti di apprendimento intergenerazionale. In generale, sarà comunque fondamentale aumentare il livello di formazione professionale continua per i lavoratori in futuro, sia in termini di numero di ore, sia allargando la partecipazione ai gruppi che tendono purtroppo a rimanerne fuori più facilmente, i cosiddetti non learners. Oltre al livello di partecipazione in questa doppia veste, è importante sviluppare anche una cultura dell'apprendimento all'interno del posto di lavoro, individuando particolari esigenze di formazione. Il buon funzionamento del mercato del lavoro si basa su una corrispondenza precisa tra le competenze e le qualifiche formali dei lavoratori e quelle che i datori di lavoro cercano e richiedono. Molto spesso però vi è una carenza significativa di fabbisogni professionali in quanto, le qualifiche formali, pur essendo uno strumento importante per segnalare i livelli di abilità, sono a volte molto diverse dalle reali competenze del lavoratore e, nelle diverse occupazioni, non sono sufficienti a colmare l'incontro tra il fabbisogno di competenze reali e l'offerta di queste ultime. Di conseguenza, a causa di questa sorta di disallineamento, i responsabili politici e gli attori del mercato del lavoro spesso si trovano a contare su segnali imperfetti in tema di esigenze di competenze. Fortunatamente, sulla base delle raccomandazioni della Commissione Europea, nel 2012 sono state promosse misure per la validazione delle competenze acquisite al di fuori del sistema di istruzione formale e per convalidare quindi i percorsi di formazione non formale e di apprendimento informale, quali ad esempio la formazione in azienda, le risorse digitali, il volontariato, l'esperienza di lavoro e l'esperienza di vita in generale. Dal 2018 gli Stati membri, con l'ausilio della EAEA (European Association for the Education of Adults), hanno accettato di mettere in atto tali misure per la convalida delle esperienze (VNFIL - Validation of Non Formal and Informal Learning) degli individui, permettendo loro di ottenere una qualifica. Tali esperienze sarebbero legate alle qualifiche e in linea con il quadro europeo delle qualifiche con norme equivalenti a quelle utilizzate per l'istruzione formale. A parte alcune problematiche (quali l'accettazione professionale di convalida che resta in molti paesi inferiore rispetto all'accettazione dell'istruzione formale, il livello di burocrazia e i costi di validazione), la convalida di queste competenze è particolarmente rilevante per le persone con qualifiche basse, i disoccupati, coloro che sono a rischio di disoccupazione, chi ha bisogno di cambiare i propri percorsi di carriera, in generale per identificare ulteriori esigenze di formazione ed eventuali opportunità di riqualificazione professionale. Infatti, un sistema di istruzione/formazione ben progettato, efficiente, accessibile e con forti legami con il mercato del lavoro, è di cruciale importanza per facilitare l'incontro tra domanda e offerta di competenze richieste e per dedicare particolare attenzione a quei lavoratori particolarmente svantaggiati analizzati precedentemente. A tal proposito, l'Istat ha reso noto che l'intero sistema statistico sull'istruzione e formazione, nel quale è inserita l'indagine sulla partecipazione degli adulti alle attività formative (AES), è in continua evoluzione e in futuro sarà disponibile il nuovo regolamento comunitario. Le principali innovazioni metodologiche, concordate nell'ottica di raccordare maggiormente le informazioni che attengono all'istruzione e alla formazione provenienti dall'Indagine AES, dall'indagine sulle Forze di lavoro e dall'Indagine CVTS (la Rilevazione sulla formazione del personale nelle imprese) saranno l'adozione della classificazione ISCED 2011 e la realizzazione dell'indagine AES ogni quattro anni invece di cinque. Riassumendo, questa è una sfida che l'Unione Europea, governi, imprese e lavoratori devono affrontare e superare, in quanto, a causa dei recenti cambiamenti demografici, la futura evoluzione del mercato del lavoro può essere sostenuta solo attraverso una maggiore produttività che si ottiene con un elevato livello di competenze e di misure di sostegno e di gestione dell'età. I programmi di formazione dovrebbero essere considerati come una parte fondamentale delle politiche attive del mercato del lavoro e quindi di responsabilità dei governi. Di conseguenza, i datori di lavoro potrebbero essere incoraggiati a impegnarsi in un continuo miglioramento delle competenze del proprio personale e a modernizzare le proprie politiche di reclutamento in accordo con i responsabili delle risorse umane rimuovendo le barriere relative all'età in fase di assunzione. Inoltre, è necessaria una forte motivazione da parte dei lavoratori stessi ad aggiornare le proprie competenze e, infine, vi è un ruolo particolare per l'Europa per quanto riguarda il riconoscimento transnazionale delle abilità, in quanto sono necessari sforzi legali e amministrativi per assicurare una corretta comparabilità tra i professionisti in termini di qualifiche ottenute e validità di diplomi conseguiti. Di conseguenza sono necessari efficaci investimenti in materia di istruzione e formazione per le competenze e l'attuazione di strumenti che favoriscano il loro sviluppo. Ciò richiede una prospettiva di lungo periodo, poiché, sulla base delle previsioni della futura domanda di mercato e coerentemente all'esigenza di investire nel capitale umano, è necessario infatti evidenziare anche la redditività dell'investimento formativo e dimostrare la sua efficacia, efficienza, le conseguenze e gli impatti non solo di ordine economico ad esso collegati. In conclusione, tutte le imprese, non solo le grandi, dovrebbero sviluppare strategie di age management. Prima di tutto incrementando l'utilizzo di strumenti per un "demographic check" aziendale e per una corretta "age structure analysis" in modo da poter sviluppare strategie ad hoc per ogni specifica situazione aziendale e misure di age management per aumentare la produttività, l'occupabilità e le condizioni lavorative. Non è un compito facile, in quanto purtroppo, la maggioranza delle aziende italiane è di piccole dimensioni e di conseguenza con un numero limitato di risorse umane da dedicare alle problematiche relative all'invecchiamento della forza lavoro. Comunque, a tal proposito, manuali e guide sulle buone pratiche di gestione dell'età dovrebbero essere diffusi su più larga scala. In secondo luogo, è fondamentale sviluppare in futuro una maggiore cultura della formazione durante tutto l'arco della carriera professionale per tutti i lavoratori, in particolare dopo i 50 anni, dove assume un ruolo fondamentale come misura di contrasto al declino delle competenze, abbracciando il messaggio che "non è mai troppo tardi per imparare". L'auspicio è che il presente lavoro di ricerca, visto il continuo prolungamento della vita lavorativa, non solo possa contribuire ad una migliore comprensione delle misure di sostegno di gestione dell'età e dei modelli di partecipazione formativa, ma anche ad un ulteriore sviluppo di politiche di formazione e di buone pratiche di age management in grado di promuovere un più equo e inclusivo accesso degli over 50 al mercato del lavoro, considerando questi ultimi non più solo un problema ma anche una risorsa e un'opportunità da saper cogliere. Questo sarebbe il vero cambiamento.
THE NEW SERIES OF RESEARCH OF THE FACULTY If there is any way in which the university can give back to society what it deposits in it, it is the scientific elaboration of knowledge, which as such is important for any community. This Magazine, for example, confirms these efforts that are published every semester. And in this sense, our faculty of Law has taken up the even more difficult task of preparing and organizing a bibliographic series of advances or results of research, that is, books of our faculty researchers in the different branches of law and disciplines that adjoin the legal. For this purpose, since the month of April has counted on the editorial advice of Lizardo Carvajal, surpassed in the region in this type of process, to start with a seminar that has been called as "Drafting Table" where every afternoon of Wednesday during two months the main guidelines for the structuring of an academic text were provided. This space has served so that lawyers have approached the phenomenon of interdisciplinarity, and one more opportunity to put ourselves in line with the new academic-editorial requirements, especially those of the Administrative Department of Science and Technology (COLCIENCIAS). The results, being modest, could not have been better. Indeed, there are 16 titles that will be ready to be published, works that were submitted to a careful and demanding work of reviewing originals, reports on aspects of semantics, syntax, style and spelling. Regarding the cataloging on the web, under the basic criteria for the publication and accreditation of university books resulting from scientific research, compliance with the general requirements is met, in the sense of guiding the authors and editors in the publication work and thus it counted on the revision of academic pairs constituting a form of publicity of the documents produced in the undergraduate and postgraduate programs. In the series, there has been a vast production in criminal law and related, which is not free since the Master of Criminal Law and the Master of Criminalistics and Forensic Sciences have led and made a presence in the editorial process. There are two titles that show the 80 researches coming from the theses of the aforementioned masters where indexes, authors, key words, juries and thesis presidents are indexed, and a brief review of the content of each thesis is made. Also in criminal matters, there is the Principle of Opportunity of Enrique Arteaga, trying to establish the impact that this institute has had against the new oral accusatory penal system. Maribel Lagos compiles five essays by ten researchers from the Research Group "Penitentiary and Prison Systems" with the title "Penitentiaries and Prisons" in diverse contexts. Theory of the crime is the contribution of Hernando Ordoñez to approach thematic like the social control, the imputability and inimputabilidad, the amplifying devices of the penal type, the punishability and the responsibility. On the other hand, María Inés Muriel, specialist in criminalistics, compiles essays in two papers: Criminalistics and forensic sciences in the Colombian accusatory system and the expert evidence in the Colombian accusatory criminal process. In the same criminalistics, Luis Guillermo González compiles research products in the Human Identification. The homicides in series of Iván Valencia, now in the key of criminology, realizes a theoretical foundation on the assassins in series and soon it describes the characteristics of two Colombian serial assassins. Already in co-authorship, Héctor Hernández, Adolfo Murillo, Julián Durán, and Herman Gómez, contribute with their legal essays in Approaches to the current Colombian law; as well as those already named Hernando Ordoñez and María Inés Muriel, and Lilia Cortés and Maribel Lagos who took on the task of compiling works, the first with Exclusion of evidence in the Colombian accusatory system, and the second with La pena. Beyond the criminal, we find the political participation, education and responsibility of the Colombian State where the academic coordinator of our undergraduate compiles 6 essays on these topics. On her side, Lilia Cortés reflects on the academic educational strategies of the academic Ken Bain in university education. In the civil procedural law, Jaime Mendoza and Villa Angelly clarify whether the payment process as a procedural mechanism will serve to reduce the judicial default, an issue raised in the payment process, chimera or legal reality? Finally, moving away from the purely legal, and entering political science, we have the text Latin American Political Philosophy in which Ángelo Mauricio Victoria works as author and compiler of a series of essays about the notion of "good living" and its development in the Colombian, Ecuadorian, Mexican and Venezuelan context. As we can see, our efforts are aimed at enriching the science of law, and hence the right to sustain the high quality accreditation that we are seeking to ratify with the re-accreditation that we expect soon. José Hoover Salazar Ríos Facultad de Derecho, Ciencias Políticas y Sociales Universidad Libre Cali ; Si existe alguna forma en que la universidad puede retribuir a la sociedad lo que ésta deposita en ella, es la elaboración científica del conocimiento, que en calidad de tal es importante para cualquier comunidad. Esta Revista, por ejemplo, constata estos esfuerzos que cada semestre salen a luz pública. Y en este sentido, nuestra facultad de Derecho se ha dado a la tarea más dispendiosa aún, de elaborar y organizar una serie bibliográfica de avances o resultados de investigación, esto es, libros de nuestros docentes investigadores en las distintas ramas del derecho y disciplinas que colindan con lo jurídico. Para este cometido, se ha contado desde el mes de abril con la asesoría editorial de Lizardo Carvajal, aventajado en la región en este tipo de procesos, para iniciar con un seminario que se ha dado por llamar como "Mesa de Redacción" donde cada tarde de miércoles durante dos meses se brindaron las principales pautas para la estructuración de un texto académico. Este espacio ha servido para que los abogados se hayan acercado al fenómeno de la interdisciplinariedad, y una oportunidad más para ponernos en la línea de las nuevas exigencias académico-editoriales, especialmente las del Departamento Administrativo de Ciencia y Tecnología (COLCIENCIAS). Los resultados, siendo modestos, no han podido ser mejores. Efectivamente, son 16 títulos los que estarán prestos a ser publicados, obras que se sometieron a un cuidadoso y exigente trabajo de revisión de originales, reportes en aspectos de semántica, sintaxis, estilo y ortografía. Respecto a la catalogación en la web, bajo los criterios básicos para la publicación y acreditación de libros universitarios resultado de investigación científica, se da cumplimiento a los requerimientos generales, en el sentido de orientar a los autores y editores en la labor de publicación y así contó con la revisión de pares académicos constituyendo una forma de publicidad de los documentos producidos en el programa de pregrado y los de posgrado. En la serie, ha habido una vasta producción en el derecho penal y afines, lo cual no es gratuito dado que la Maestría en Derecho Penal y la Maestría en Criminalística y Ciencias Forenses han liderado y hecho presencia en el proceso editorial. Hay dos títulos que muestran las 80 investigaciones provenientes de tesis de las maestrías mencionadas donde se indiza los títulos, los autores, las palabras claves, jurados y presidentes de tesis, y se hace una breve reseña del contenido de cada tesis. También en lo penal, está el Principio de oportunidad de Enrique Arteaga tratándose de establecer el impacto que este instituto ha tenido frente al nuevo sistema penal acusatorio de corte oral. Maribel Lagos compila cinco ensayos de diez investigadores del Grupo de Investigación "Sistemas penitenciarios y carcelarios" con el título Lo penitenciarios y carcelario en contextos diversos. Teoría del delito es el aporte de Hernando Ordoñez para abordar temáticas como el control social, la imputabilidad e inimputabilidad, los dispositivos amplificadores del tipo penal, la punibilidad y la responsabilidad. Por su parte, María Inés Muriel, especialista en criminalística, compila ensayos en dos trabajos: Criminalística y ciencias forenses en el sistema acusatorio colombiano y La prueba pericial en el proceso penal acusatorio colombiano. En la misma criminalística, Luis Guillermo González compila productos de investigación en la Identificación Humana. Los Homicidios en serie de Iván Valencia, ahora en clave de criminología, realiza una fundamentación teórica sobre los asesinos en serie y luego describe las características de dos asesinos seriales colombianos. Ya en coautoría, Héctor Hernández, Adolfo Murillo, Julián Durán, y Herman Gómez, aportan con sus ensayos jurídicos en Aproximaciones al derecho colombiano actual; igual que los ya nombrados Hernando Ordoñez y María Inés Muriel, y Lilia Cortés y Maribel Lagos que se dieron a la tarea de compilar trabajos, los primeros con Exclusión de evidencias en el sistema acusatorio colombiano, y las segundas con La pena. Más allá de lo penal, encontramos La participación política, educación y responsabilidad del Estado colombiano donde la coordinadora académica de nuestro pregrado compila 6 ensayos sobre estos temas. De su lado, Lilia Cortés reflexiona sobre las estrategias educativas universitarias del académico Ken Bain en La educación universitaria. En el derecho procesal civil, Jaime Mendoza y Angelly Villa dilucidan si el proceso monitorio como mecanismo procesal servirá para disminuir la mora judicial, cuestión que se plantean en El proceso monitorio, ¿quimera o realidad jurídica? Finalmente, alejándose de lo meramente jurídico, e incursionando en la ciencia política, tenemos el texto Filosofía Política Latinoamericana en el que Ángelo Mauricio Victoria obra como autor y compilador de una serie de ensayos acerca de la noción del "buen vivir" y su desarrollo en el contexto colombiano, ecuatoriano, mexicano y venezolano. Como vemos, nuestros esfuerzos se encaminan a enriquecer la ciencia del derecho, y por ahí derecho a sostener la acreditación de alta calidad que estamos en pos de ratificar con la re-acreditación que pronto esperamos. José Hoover Salazar Ríos Facultad de Derecho, Ciencias Políticas y Sociales Universidad Libre Cali ; A publicação da nova Série de Pesquisa de Faculdade Se houver alguma maneira pela qual a Universidade possa devolver à sociedade o que está depositado nela, é a elaboração científica do conhecimento que, como tal, é importante para qualquer comunidade. Esta Revista, por exemplo, confirma esses esforços cada semestre vêm à luz pública. Nesse sentido, nossa Faculdade de Direito assumiu a tarefa, ainda mais dispendiosa, de preparar e organizar uma série bibliográfica de avanços ou resultados de pesquisa. Isto é, livros de nossos professores pesquisadores nos diferentes ramos do direito e disciplinas que se aproximam do jurídico. Para este propósito, se conta a partir do mes de abril com o conselho editorial de Lizardo Carvajal, destacado na região neste tipo de processos, para começar com um seminário chamado "mesa de redação", onde cada tarde da Quarta-feira, se forneceram as principais diretrizes para a estruturação de textos acadêmicos e científicos. Este espaço serviu para que os advogados tenham abordado o fenômeno da interdisciplinaridade e mais uma oportunidade de nos alinhar com os novos requisitos acadêmicos e editoriais, especialmente os do Departamento Administrativo de Ciência e Tecnologia (Colciencias). Os resultados, sendo modestos, não poderiam ser melhores. Na verdade, existem 16 títulos que estarão prontos para serem publicados, trabalhos submetidos a um trabalho cuidadoso e exigente de revisão de originais, relatórios sobre aspectos de semântica, sintaxe, estilo e ortografia. Além da publicação no clássico e tradicional meio em papel, a Série será publicada na Web. Um site, que nos contatará com o mundo inteiro. Especialmente desenhado para consulta através deste meio e na Internet, colocará nossos autores e nossos livros em relacionamento com os estudiosos de todo o mundo. O conhecimento que surgiu da pesquisa básica aplicada ao desenvolvimento experimental em nossos grupos de pesquisa ou da academia, transcenderão por esse meio, os corredores e salas de aula, estarão disponíveis em todo o mundo, especialmente no de fala española. Com rigorosos protocolos para acreditação documental. Respeito à publicação e catalogação, de acordo com os critérios básicos de acreditação de livros universitários resultantes da pesquisa científica, é dado cumprimento aos requisitos gerais da comunidade acadêmica e das instituições do estado. Nesse sentido, orienta-se os autores e editores no trabalho de publicação, contando com a revisão por pares, sendo uma tarefa essencial no processo de validação, publicação e divulgação da produção acadêmica e científica da Faculdade e seus programas de pós-graduação. A Série contém produção intelectual em Direito Penal e Criminalística. Daí o nome: Coleção Direito Penal, Criminalística e Ciências Forenses. Isso não é gratuito, já que o Mestrado em Direito Penal e o Mestrado em Criminalística e Ciências Forenses lideraram e fizeram presença no processo de pesquisa e no editorial. O conteúdo da coleção. existem dois títulos que catalogam as 80 pesquisas provenientes das teses dos mestrados mencionados. Nestes dois livros de consulta e de referência, indexan-se os autores, palavras-chave, jurados e presidentes de tese. É feita uma revisão técnica do conteúdo de cada tese. Está disponível assim, uma verdadeira coleção documental e um catálogo de produção intelectual decorrente dos mestrados acima mencionados. Sua utilidade e bom uso resultarão no desenvolvimento da pesquisa nessas áreas pela nossa Faculdade. Também no penal está o livro O Princípio da oportunidade de Enrique Arteaga Córdoba. Neste trabalho, trata-se de estabelecer o impacto que este instituto teve contra o novo sistema penal acusatório de tribunal oral. Maribel Lagos Enríquez compila cinco ensaios de dez pesquisadores do Grupo de Pesquisa "Sistemas penitenciários e prisionais". Seu título, penitenciários e prisionais em diversos contextos. A teoria do crime é a contribuição de Hernando Ordoñez Ramírez para abordar questões como controle social, imputabilidade e inimputabilidade, amplificação de dispositivos de tipo penal, punibilidade e responsabilidade. Por outro lado, María Inés Muriel Puerto, especialista em criminalística, compila ensaios em dois trabalhos: Criminalística e ciências forenses no sistema acusatório colombiano y A prova pericial no processo penal acusatório colombiano. Na mesma linha criminalística, Luis Guillermo González compila produtos de pesquisa no livro identificação humana. Os homicídios em série de Iván Valencia, agora em chave da criminologia, realizam uma fundamentação teórica sobre os assassinos em série e logo descreve as características de dois assassinos em série colombianos. Já em co-autoria, Héctor Hernández, Adolfo Murillo, Julián Durán e Herman Gómez, contribuem com seus ensaios jurídicos em aproximações ao direito colombiano atual; bem como aqueles nomeados Hernando Ordoñez e María Inés Muriel, e Lilia Cortés e Maribel Lagos que assumiram a tarefa de compilar trabalhos, os primeiros com Exclusão de evidências no sistema acusatorio colombiano, e os segundos com a pena. Além do penal, encontramos a participação política, a educação e a responsabilidade do Estado colombiano, onde a coordenadora acadêmica da nossa graduação compila seis ensaios sobre esses temas. Por sua parte, Lilia Cortés reflete sobre as estratégias educacionais acadêmicas do acadêmico Ken Bain na educação universitária. No direito do Processo Civil, Jaime Mendoza e Angelly Villa, esclarecem se o Processo de Monitoramento, como mecanismo processual, servirá para diminuir o incumprimento judicial, uma questão que é levantada no processo de pagamento, "quimera" ou realidade jurídica? Finalmente, afastando-se do puramente jurídico e incursionando na Ciência Política, temos o texto de Filosofia Política Latino-Americana em que Ángelo Mauricio Victoria atua como autor e compilador de uma série de ensaios sobre a noção de "bom viver" e seu desenvolvimento no Contexto colombiano, equatoriano, mexicano e venezuelano. Como vemos, nossos esforços visam enriquecer a disciplina do direito, para sustentar com fatos a re-acreditação de alta qualidade, que estamos no interesse de ratificar com o (re)credenciamento que esperamos em breve. José Hoover Salazar Ríos Facultad de Derecho, Ciencias Políticas y Sociales Universidad Libre Cali
The Need for Re-examination of Industry Structure In rapidly changing and complex environment, the rate of change may be overwhelming. Communication within the firm is crucial to assess weaknesses and strength, make sense of the new developments and reconfigure resources to respond adequately. Firms may have to collaborate with other firms, both local and international, to secure the scarce resources that may enable them to compete with the international companies in a timely fashion as opposed to developing them internally. Such resource-acquisition may require learning the necessary know-how for acquiring and deploying the new technology, or gaining the capability for developing them with others, which may also give them additional intangibles such as collaborative advantages, reputation, brand name by association with others. The discussion suggests that smaller firms may seriously explore the option of becoming a part of a network (or networks) to attain the necessary requirements and accomplish their objectives, even though the costs may be high in the short-run; but they will enable increasing returns in the longer term. In this context, the resource-base view (RBV) of the firm provides a useful framework with which to identify valuable, rare, imperfectly inimitable and difficult to substitute resources (Barney, 1991). It also identifies the investments required to pursue international operations. However, the mere fact of identifying VRIN resources may prove insufficient to ensure competitiveness. The strategic process of renewal should emphasize resource reconfiguration, levering and deploying for catching-up with the international competition rather than mere resource selection as prescribed by the RBV. The focus not only should take into consideration the VRIN resources but also to include inimitable processes, transformation paths and positions that ensure SMEs' global competitiveness at the end, which also parallels the development of dynamic capabilities (Teece, Spence and Shuen, 1997) at the same time. The Augmenting Impact of Networks Smaller enterprises in emerging economies face major challenges in reinventing themselves rapidly and securing resources, which are further amplified due in part to the characteristics of emerging markets. Increasingly, networking is seen as a "primarily means of raising required for coordinating economic exchanges that fall in the continuum between market and hierarchies. Firms face increasing foreign competition in their domestic markets and the institutional inefficiencies that favor larger enterprises. In addition, they still do not have the requisite experience and industrial standards needed to expand into international markets. Joining, or operating through, a network can shield small firms as the network, as a whole, can be viewed as a larger firm in remedying, if not removing, some of constraints associated with the smaller and younger firms in terms of relative inexperience, limited flexibility, poor resources and capabilities . Regarding the necessary capability to navigate through macroeconomic and political fluctuations, or at times the unstable circumstances inherent in the emerging economies, Rauch argues that networks are different from markets because "their members are engaged in repeated exchanges that help sustain cooperation–collusion" and because "network members have thorough knowledge of each other's characteristics, which helps them match with each other or to refer each other to outside business opportunities" (Rauch, 200:1179). The ability to access, commercialize, and act as a broker of new resources, especially knowledge, is key to improving the competitive levels. In the case of RGEs, the concepts, and the associate practice, of social networks and the firm operating in a network are so intertwined in that it is difficult to distinguish one from the other. At the individual level, the entrepreneurs, or the owner-manager, who is the critical resource and the driver of business activities, can draw upon his social network to further enable the firm. At the firm level, the individual linkages can reinforce firm-to-firm or firm-to-network linkages. Etemad and Ala-Mutka (2006) report that the entrepreneurs of the fastest-growing firms in Canada called upon their social networks to help reduce, and even remove, barriers facing them, especially at the earlier stages of their life, at both the individual and firm levels. In the emerging countries, however, the above concepts may assume a different shade. The ownership structure of SMEs in the emerging countries economies, as briefly discussed earlier, owner- managers are likely to be personally involved in most aspects of the operations of their firms. In particular, they tend to centralize important decisions and personally manage the relationships with the key players in their environment. Furthermore, SMEs from emerging markets have been insulated from international competition for a long period of time, which has affected the ways in which their managers conducted business. Neither were managers used to highly dynamic and competitive markets, nor were they familiar with collaborating with their international competitors. Consequently, such managers' perception of independence, individualism and trust plays important roles in their decisions in becoming a member of a particular network. However, their personal ties not only may increase the social capital of the networks, it may also reduce the likelihood of opportunistic behaviors, leading to increased cooperative and collaborative behaviours among individuals and their associated firms over time; but such personal ties are likely to be more national than international. Even those who act as brokers in enlarging the SMEs' opportunity set by creating exchange and sharing information among contacts can benefit from the flow of useful information. Such cooperative relations may enable SMEs to reduce, and even remove, the adverse impact of restricted access to information regarding markets standards, international tax systems, international market opportunities, demand and supply condition, among others, which help to compensate for the lower levels of institutional development in emerging economies. According to Burt (1992: 65), the existence of a "relationship of non-redundancy between two contacts" creates social capital for the actor who is able to link up with network member that possesses complementary resources. These discussions suggest that even redundant contacts can benefit firms as they can provide several benefits: a) increase the political leverage of firms at home, b) overcome institutional and managerial constraints, c) increase the SMEs' leverage in input markets and output markets and also d) facilitate SMEs' access to managerial experience and capabilities available in the network. Bridging the Widening Gap between the Developed and Emerging Economies As discussed earlier, technological innovation is taking place at unprecedented rate. A large part of such innovation is path-dependent by nature as they are the results of firm's long-term research and development (R&D), investment and commitments to cutting-edge knowledge and advancing technology for improving upon their knowledge-based assets, productivity, competitiveness and the consequent economic growth. This is in part a way to respond to the increased competition resulting from globalization, pro-market reforms and open-door policies, among others, which are demanding higher productivity and competitiveness from firms and countries alike. No one is immune: the more competitive and productive firms and countries gain higher market share at the cost to those who are less efficient. Firms and countries are subject to a lot of similar external pressures forcing them to experience instability and flux, continuous emergence and rapid change, and overall uncertainty; but they emanate from different sources and forces. For example, firms face the dynamics of rapidly-changing relations with both the external and internal stake-holders, which have their own motivations beyond the firm's control. Similarly, the relative state of flux and instability is inherent in the change and emergence of complexity in the emerging countries due to the ongoing dynamics of global trade and investment not fully controllable by any given country, or firm, regardless of size and stage of development. However, RGEs have shown the capability and resilience in adapting to enable their growth. RGEs are also characterized by having entrepreneurial mindset, being market-oriented and adapting technology to meet their buyers' and suppliers' needs. They are learning organization in the sense that they constantly acquire, disseminate, and share both the information and its interpretation (Sinkula, 1994) with the final goal of sustaining growth in the long term. Furthermore, there is a common recognition that their growth depends on synergistic collaboration with the member of their supply and value chain. As discussed earlier, RGEs and emerging economies share relatively constrained resources and need to secure them to pursue their activities by devising innovative ways such as becoming a part of synergistic networks (Etemad 2004; Etemad, Dana and Wright 2001a), which forces a trade-offs between independent and interdependent modes of operations for securing access to vital resources to enable further growth. The added advantage of such networks is the possibility of learning from and with others through association as the rapid rate of change, emergence and complexity may not allow a firm or a country or learning by doing. Therefore, the above discussion suggests that RGEs not only are attractive models, and even instruments, for closing the gap between emerging economies, they can also grow faster than typical firms in their respective industries for augmenting growth-rates all around them. We have taken advantage of these similarities to propose a conceptual framework for the emerging economies to deploy, and learn from, RGE-like instruments to speed-up the emerging economies' growth rate. This framework is highlighted in Figure 1.Figure 1 Key Characteristics of Rapid Growing Enterprises and Emerging Economies Conclusion In light of characteristics describe in this paper, the necessary condition for a SME to ensure long-term success in international activities is to aim their sights high, transform their organizational structures for responding to challenges ahead and attain the resources required for expanding to international markets at high rates and on sustained basis. It is also crucial that SMEs expand their knowledge base to meet world-class requirements and standards. Naturally, governments can play crucial roles in at least three influential fronts directly aimed at improving upon firms' productivity, competitiveness and internationalization: a) providing adequate education aimed at the basic tools to face the competitiveness and deal with the complexity of a global economy; b) putting infrastructural support systems in place to facilitate SMEs' transition towards networked firms at home and abroad; and c) Instituting transitional subsidies and inducements for SMEs to transform towards knowledge-based assets and increasing internationalization. Although the higher levels of education allow firm managers and investors to draw resources from a pool of qualified individuals and may also increase the likelihood of transforming inventions into innovations, which is another pillar of success in the international market, it takes some time and effort and will only pay-back in the medium to longer-term; but it needs to be done sooner than later, nevertheless. Similarly, infrastructural support systems are the necessary longer-term investments. However, inducements may be very effective in terms of time and costs as well as initiating an emulative process with high and rapid multiplier effects across the population of firms. The sample of RGEs studied in this paper were young, small, pioneering and innovative firms that commercialized innovations not existing before and thus created incremental employment, income and additional wealth as opposed to resulting from shift in investments. Stated in popular terms, the RGEs presented in this paper enlarged the size of previously non-existing pie as opposed to increasing the size of the wedge of the pie at the cost to others. More importantly, their pioneering efforts set the standards for others to be emulated, thus diffusing the innovation in the allied industry. Stated differently, they rapidly constructed a bridge across barriers to unexplored landscapes that enabled further developments. From a country-level perspective, rapidly-growing enterprise may provide a viable model with an important role to play in rapid income- and wealth-creation. They may even have an important short-term impact on the economic growth of emerging economies while shifting the SMEs' emphasis is shifting from short-term aim of reaching profitability to attaining global competitiveness as soon as possible, which is the necessary condition for sustained growth in employment, revenue, income, tax-base and wealth. The distinction is noteworthy: the former is influenced by the local and short-term orientation of the investors and managers to see results, and probably exit, as quickly as possible; as opposed to international and longer orientation in the latter that invests for the long haul and expanded international opportunities, which reflects the operations of RGEs. By favoring the development of the latter-type of firms, governments will also develop an interesting policy instrument for both creating income and employment much more rapidly than the traditional models, while encouraging modernization in the industry and enhancing long-term competitiveness of the economy. The spill-over effects of RGE-type of operations should have a positive impact on the rest of the economy not only in terms of relatively-faster diffusion of knowledge, technology, best managerial practice and information about new market opportunities; but also on improve the subjective "business environment" of a country at a higher pace and in shorter time period. The demonstrative impact of such virtuous operations may even expand to the rest of the supply chain with a snowballing effect in the rest of the economy in term of improved quality-standards on the input side (e.g. intermediate goods, labor force, etc.) first and soon expanding to the entire economy. References Ala-Mutka, Jukka & Etemad, Hamid, (2006). The Strategies of Global Gazelles: A Theoretical Framework and Evidence from Rapidly Growing and Internationalizing Enterprises from Canada, in Johansson, I. (ed.), Entrepreneurship and Development Local Pro33cesses and Global Patterns, University of West Press, Sweden. Barney, J. (1991). Firm Resources and sustained Competitive Advantage. Journal of Management, 17(1), 99-120. Birch, D. & Medoff, J. (1994). Gazelles. In L. C. Solmon and A. R. Levenson (Eds). Labor Markets, Employment Policy and Job Creation, Boulder, CO: Westview Press. Dana, Leo. P., Etemad, H. & Wright, R., (2001a). "Symbiotic Interdependence," in Dianne Welsh & Ilan Alon, Editors, International Franchising in Emerging Markets (119-129). Illinois: CCH Publishing Delmar F., Davidson, P.&. Gartner W .B (2003). Arriving at the High-growth Firm. Journal of Business Venturing, 18, 189–216. Etemad, H. (2004). Internationalization of Small and Medium-sized Enterprises: A Grounded Theoretical Framework and an Overview. Canadian Journal of Administrative Sciences, 21(1), 1-21. Etemad, H. & Keen, C. (Eds.). (2007). Rapidly Growing and Internationalizing Smaller Firms from Canada. Proceedings from 2007 McGill International Entrepreneurship Conference. California: UCLA, Fischer, E. & Reuber A.R. (2003). Support for Rapid-Growth Firms: A Comparison of the Views of Founders, Government Policymakers, and Private Sector Resource Providers. Journal of Small Business Management, 41, 346–365 Kirzner, I. (1973). Competition and Entrepreneurship. Chicago: University of Chicago.*Dr. Christian Keen, Coordinador Académico de Finanzas FACS, Universidad ORT Uruguay
"The news from Delaware is crystal clear: it's Sarah Palin's party now." Senator John Kerry The Tea Party insurrection against the establishment is causing some headaches for the Republican leadership. Republican primary elections everywhere are being won by Tea Party candidates, some of which are credible and electable in national contests (Marco Rubio in Florida, Joe Miller in Alaska), but many of which are an embarrassment to the party. Christine O'Donnell, who won the Delaware primary, last week, falls into the latter category. The Republican Party had fielded a very strong candidate, Mike Castle, who had already been elected seven times to Congress, and would most likely have won the coveted seat in the national election. But he was considered "too liberal" and "too wedded to the establishment" by the Tea Party. Instead, victory went to Tea Party candidate O'Donnell, who had been endorsed by Sarah Palin. During her campaigning the 41-year old O'Donnell, fresh faced and attractive, adopted the dress style, body language and folksy speech of her flashy mentor, lending some credence to Senator John Kerry's claim that the GOP "is Sarah Palin's party now." O'Donnell had been signed out as not credible by the GOP: not only does she lack any experience and qualifications, but she has a questionable personal finance history and a bizarre background that includes having "practiced witchcraft" before becoming a Christian youth counselor and defender of sexual abstinence. She had run for a House seat twice before and lost, getting only about 4.5% of the vote statewide. Her story brings into focus the dire position the GOP finds itself in: by stirring up the anger and frustration of a public deeply affected by the Great Recession and worried about their economic future, and by using the Tea Party movement's energy and populism to mobilize the electorate, Republicans now find themselves in the awkward situation of having to support and fund fringe candidates for the November election. The Tea Party upheaval has been compared to the Reagan Revolution of 1980. Ronald Reagan transformed the Republican Party by creating a new coalition of social and fiscal conservatives and foreign policy hawks. He brought in the Southern Democrats and the Christian Right, and many moderates from the North East were purged from the party. He forged a new majority, renewed the party's cadre and dominated the national political agenda at least for a decade. Similarly, the Tea Party is imposing a "purity test" on Republicans that includes long-held party principles such as fiscal discipline, balanced budgets and low taxes. But it also demands adherence to more intrusive social dogmas such as opposition to abortion and gay marriage, and blatantly reactionary ideas against immigration and free trade, and in favor of the right to carry guns. With its populist, nativist rhetoric it is feeding the frenzy and anger prevalent in certain sectors of the country today to the point of rendering it ungovernable. Indeed, in order to win, Republican candidates everywhere find that they have to adopt Tea party language and principles even when some of these run counter to the realities of governing. In deep contrast with their extreme views of closed borders, Reagan gave amnesty to a huge mass of illegal immigrants, and was a staunch supporter of free trade, a central tenet of the conservative business class that is anathema to the Tea Party insurgents. Their brand of rampant populism was quite absent from the Reagan revolution: he was a leader who understood where the country was historically and emotionally, and he had the convictions and the policies to move it forwards. His philosophy of hard work, sacrifice, fiscal responsibility and smaller government has endured and influenced many conservative and moderate politicians around the world. In addition, he had the great gift of communication and persuasion, and knew how to use history and logic to back up his actions. Few would compare the Great Communicator with the grammatically challenged elements that lead the Tea party: they tend to speak in sound bites, have poor syntax and grammar, and make obscure, often absurd references that few people are able to follow (for example, Sarah Palin's 2008 comment that "as Putin rears his head and enters U.S airspace, the first thing he sees is Alaska" as an justification of why being governor of that state gave her some foreign policy experience; or Christine O'Donnell's "mice with human brains" reference when explaining her opposition to stem cell research). Their inexperience, rampant populism, and contempt for intellect and knowledge do not bode well for next Congress. Others consider late Senator Barry Goldwater, a blunt-spoken conservative libertarian from Arizona, as the predecessor of the Tea Party. Goldwater, who ran for president in the 1960s against Lyndon Johnson, wanted to abolish the whole welfare state established by the New Deal, and advocated the use of nuclear weapons in Vietnam. He lost to LBJ by a landslide, bringing the Republican Party down with him. But he was a libertarian and this put him at odds with the Christian right agenda of the 1970s. Although it is true that there is a libertarian, Goldwater-like element in some groups of the Tea Party, most of its members embrace an ultra-conservative social agenda of government intrusiveness into people's lives, and that is already a source of contention and conflict within the movement. Given its grassroots, decentralized approach, its platform is a hybrid of sometimes conflicting ideas, but at its core, it is an anti-federalist movement. It officially appeared in the political map on tax-filing day, April 15 of 2009, when "tea parties" were organized in several states to protest against government spending. It grew as a bottom-up organization but, as it gathered strength, it was courted by the GOP as an instrument to revive the party and mobilize its supporters. The Tea Party in its nature and its approach to politics is more reminiscent of the movement that coalesced around Ross Perot in the 1990s. He was against the expansion of the federal government, against free trade and open borders, against Washington "insiders" of both parties, and in favor of balanced budgets and lower taxes. The main difference is that the Tea Party is trying to transform the Republican Party from the inside, instead of running against it as a third party, as Perot did in 1992, thereby preventing the re-election of President Bush senior, and delivering a victory to the Democrats. The question is whether the Tea Party movement will succeed and, whether, by moving the party to the Right, it will have a "corrective" effect, or whether, due to its populist excesses, it will self destroy and bring the party down with it. The Perot movement dissolved because of its internal dissent and lack of leadership, and the Tea Party may encounter the same fate. What the Tea Party movement has in vigor and energy, it lacks in logic, organization and cohesiveness. They would most certainly not have been so successful if they had had to find their own moneys to fund their campaigns. Unfortunately for the GOP, there are at least two Political Action Committees (PACs) that are giving financial support to these fringe-quality candidates: Sarah Palin's own PAC, and the Tea Party Express run by old Republican political operative and entrepreneur Sal Russo, who identifies "promising" candidates that can attract contributions and bring treasure into his own formerly moribund PAC. A third PAC, FreedomWorks, run by former Representative Dick Armey, has been more selective in the Tea Party candidates it supports. It refused to fund Christine O'Donnell, who instead received substantial campaign funds from the other two. Some serious conservative voices are being raised against the Tea Party, but it may be too late. Charles Krauthammer, one of the leading conservative intellectuals, called O'Donnell's triumph a "stunning but pyrrhic victory" that will prevent the Republicans from regaining control of the Senate. While conceding that the Tea Party itself was "the most vigorous and salutary grass-roots movement of our time" and a "source of electoral energy", he still cautioned Republicans that they had to be selective. He said that O'Donnell was problematic and most likely unelectable. Showing his frustration with the defeat of Mike Castle, he stated that the so-called "Buckley rule"-"Support the most conservative candidate that is electable" -had been violated. Also, Karl Rove from his new column in the Wall Street journal called her "unfit for office" and "not a credible" candidate. O'Donnell was the seventh Tea Party candidate to defeat an incumbent, so now the National Republican Committee will most likely have to fund their national campaigns. Not all are unelectable, but the question is, once in power, will they follow the party line or their own? As the GOP moves to the extreme Right to please the Tea Party supporters, it is the moderates that are left out of place. In Florida, the unstoppable Senate race of Tea Party candidate Marco Rubio has forced his opponent Charlie Crist, whom Rubio defeated in the primary, to leave the GOP and run as an Independent. Unlike O'Donnell, Rubio is a very credible candidate who may some day run for president, while Crist has been too much of a moderate for the present political climate, and as governor has supported several of Obama's initiatives. Tea Party Senate candidate Joe Miller, who beat incumbent Republican Senator Lisa Murkowski in the Alaska primary, is also a candidate with solid credentials (WestPoint graduate, then Yale Law), but he is still outside the mainstream on basic issues such as Social Security, which he considers "unconstitutional, because it is not in the Constitution". This is what most worries the party moderates: that a huge part of the electorate, frustrated with the expansion of US government, debt and deficits, will feel so disgruntled as to elect a Republican Congress majority populated with extremist candidates that will ignore the party line, and will try to impose their simplistic, atavistic views of government, turning the clock back one or even two centuries. Unquestionably, not all is said and done in this election, and the Republican primary results are cautiously being watched by Democratic candidates who now see an opening to regain the moderate Independents' vote. But the generalized anger against incumbents in the electoral may very well lead many of them to vote for Tea party newcomers all the same, no matter how extreme and erratic they may seem. Objectively, one can understand and respect philosophical differences and the traditions of this country's two-party politics. In order to survive in the post-Bush era, the Republican Party needed to undergo a correction towards smaller government and balanced budgets, which are the core principles of their ideology. During his eight years in power, Republican George Bush oversaw the biggest expansion of the federal government since the 1960s; he made the decision to fight two wars while at the same time lowering taxes across the board and deregulating private financial institutions. It should thus come as no surprise that his course of action brought about the biggest economic crisis since the Great Depression, and that a public backlash against government spending ensued. A year and a half of frantic efforts by the Obama White House and Congress, which obviously demanded more government spending for the short-term, have not delivered palpable results and, although the Recession has officially ended, unemployment is still at 10%. The popular outcry against big government is to be expected. But some groups have used this opportunity to propose hare-brained schemes based on ignorance, nescience and prejudice. Whether they are railing against immigrants, taxes and social welfare programs, or in favor of armed insurrection against the federal government, quite often, to legitimize their demands, they refer their critics to the US Constitution of 1787. To the extent that the Constitution established the federal government and its relative power over the states, their claims have little merit. Perhaps they confuse it with the Articles of Confederation that preceded it and vested power in the states. In any case, the infantile worship of a three centuries old document in an era of globalization, interdependence and a communications revolution speaks for itself: the Tea Party is reactionary, regressive, and irritating to mainstream Americans. But given the level of anger and disenchantment with Washington, they may linger in the political landscape longer than initially predicted. Tea Party supporters tend to confuse their candidates' folksiness with authenticity, their simple- mindedness with sincerity and their populist slogans with serious policy proposals. The truth is that the United States, for all its failures, has governmental institutions that have endured, and is governed by the rule of law and not by mob rule. It is normal and healthy in a democracy to protest against an unresponsive government. It is quite a different thing to put opportunistic, unproven, inexperienced people at the helm in order to role back institutions that took years to build and that the newcomers in their ignorance scorn upon. There is no telling that they would be less greedy or more competent than those they replace. More likely, a Tea-Party-dominated Congress would be a complete disaster as they focus on their petty interests and ideological vendettas; they repeal existing social legislation and refuse to fund the federal government; they start handing out subpoenas to investigate made-up claims against the Executive, and they do not address any of the real problems facing the country. Their narrow-mindedness, their disdain for the realities of democracy and their disinterest in the welfare of others is quite alarming. It may come back to haunt the other Republicans in Congress, who will realize too late that they have to rely on Democrats in order to pass any spending bill and that anger cannot be turned into an agenda for governing. Ironically, this week has been proclaimed Education Week in America, as the White House unveils its new plan to reform the public school system and to bring American students up to par with other advanced democracies. Although the new emphasis will be on science, math and a longer school year, one can only hope there is room in the curriculum for more civic education, a better understanding of American History and a greater appreciation for democracy and its institutions. Only when that happens will this kind of movement be forever confined to the fringes of society, where it belongs. Senior Lecturer, Department of Political Science and Geography Director, ODU Model United Nations Program Old Dominion University, Norfolk, Virginia
The proposed tobacco settlement agreement, as negotiated by some state attorneys general and the tobacco industry that was made public on June 20, 1997 (Appendix F), raises a complex array of public health, public policy, legal and economic issues. It was intended to be a blueprint for national tobacco control legislation that would end the most important litigation current and potential against the tobacco industry. As with most complex legislation, the deal, after it was announced, underwent a great deal of scrutiny and criticism. Many public health and policy groups analyzed the deal in whole or in part in order to provide guidance for those who wished to distill the essential elements and implications of the deal. While many have pronounced the original deal 'dead' as a result of this criticism, it remains the fundamental framework around which most proposals for federal legislation on tobacco has been based. As a result, a careful analysis of the terms and implications of the original June 20 deal remains a worthwhile effort. This report seeks to provide policy makers and advocates with a context and analysis of the most important aspects of the deal through a series of briefing papers, which can be read independently or collectively. Each paper addresses one aspect of the deal. The papers are organized according to general topics: political issues related to the deal, financial and tax aspects of the deal, regulatory implications of the deal, and civil liability controls in the deal. For those who desire a more technical approach to the issues, we have included five technical appendices to provide additional support regarding the economic analysis of the deal, the economic analysis of the lookback provision, the political analysis of the deal, and the public health analysis of the deal, the legal analysis of the deal. To the extent that the deal is reflected in any legislative proposals that emerge, this analysis will be relevant to that legislation. In the months leading up to the publication of the deal, many commentators discussed the relative merits of entering into a negotiated resolution of the tobacco litigation. The advocates of the deal pointed to the ability to obtain specific relief, the advantages of having a national tobacco policy, and the elimination of the risks to continuing the litigation. Critics of the deal-making process were concerned that making a deal would: guarantee tobacco industry profitability; require Congressional action, which in turn would provide weak proposals because of the influence the tobacco lobby in national politics; preempt stronger state and local regulatory efforts to control tobacco; and preclude broad based public health efforts to control tobacco in the future. Many commentators have described the deal as one in which the tobacco industry accepts strong restrictions in exchange for some limitation of liability. Our analysis reaches just the opposite conclusion: A close reading of the deal reveals that the benefits to the tobacco industry are concrete and substantial whereas the public health benefits are less clear. The Funding Provisions of the Deal Are Inadequate The money in the deal is large in absolute terms but small when compared to the damage done by tobacco products. Even if one takes the more limited view of the deal that its purpose is only to reimburse the states for future Medicaid expenses plus fund the specified public health programs, the payments are not high enough to cover these limited costs. If the deal is designed to reimburse society for all damage done by tobacco, it provides less than 10 cents on the dollar. The financial portions of the deal are structured in such a manner that they will guarantee industry profits. The Taxpayers will Absorb a Substantial Fraction of the Nominal Costs to the Industry All payments by the tobacco industry, including those made 'in lieu of' punitive damages, are tax deductible, which results in a decrease in the impact of the deal on the industry and a cost shifting to American taxpayers. Taxpayers will absorb 30-40% of the cost of the deal, which will need to be recovered through increased taxes or spending cuts. The tax subsidy provided to the tobacco industry by the deal, amounting to about $4 billion a year, dwarfs both the current tobacco price support program and the funds that the deal makes available for public health programs. The Industry Will be Protected from Litigation The civil liability protections will strongly protect the tobacco industry. The deal eliminates large-scale suits that are most threatening to the industry and only allows individual cases, which the industry has been successful in defeating. In addition, the deal changes the rules of evidence and civil procedure in ways that will make it more difficult for people with cancer, heart disease, and other smoking-induced problems to win their individual cases. The deal provides the industry financial security by capping exposure. These limitations on litigation will effectively preclude injured smokers from receiving just compensation and perhaps limit future criminal and civil enforcement actions against the tobacco companies. Moreover, the caps eliminate the incentives the civil justice system to improve corporate behavior, by reducing the threat that the tobacco companies will be held fully accountable for their actions. Under the terms of the deal, the industry will avoid about $150-$200 billion in liability at a cost of $6-$7 billion. Eliminating Litigation Will Eliminate a Valuable Public Health Tool The current litigation against the tobacco industry has a discernible benefit to the public health community which will be eliminated should the litigation cease. For example, the litigation provides a ready means to educate the public about the dangers of smoking and misbehavior of the tobacco industry. Without the prosecution of the current lawsuits, a valuable health education opportunity will be lost. In addition, the litigation which the deal seeks to resolve is based upon the enforcement of laws which serve public health interests, such as consumer protection and anti-trust laws. The deal restricts use of these laws in against the tobacco industry. Losing both a timely health education opportunity and the right to fully utilize consumer protection and related laws against the tobacco industry limits the public health tools to combat death and disease related to tobacco. The public health community has an interest in preserving the right to litigation to obtain social justice. The deal compromises the rights of individuals and institutions to sue the tobacco industry without fair compensation. Similarly, the public health community has an interest in fairly allocating the damages related to a particular harm. Societal resources which are currently being expended to remedy the harms related to tobacco could be re-allocated to serve other public health interests. The litigation provides a valuable tool to force the tobacco companies to pay for the damages related to tobacco, leaving societal resources to address other public health problems. The absence of litigation will remove one tool the public health community can use to force the tobacco companies to internalize the costs of the damage tobacco does. The Deal Requires Congress to Preempt Laws in Every State The essential principle behind the deal was the willingness of the Attorneys General, private lawyers, and health officials who negotiated the deal to support substantial limitations on liability of the tobacco industry for its past and future behavior. The deal not only 'legislatively settles' the Medicaid lawsuits brought by the Attorneys General, but also effectively ends most other forms of litigation against the tobacco industry. Since most of this litigation is being brought under state (as opposed to federal) consumer protection, fraud, anti-trust, and other laws, granting the tobacco industry the immunity it seeks will require Congress to preempt these laws in every state and the District of Columbia. In addition to preempting these laws, the deal preempts existing state authority to require ingredient disclosure and may increase the strength of tobacco industry claims that local and state restrictions on tobacco industry marketing practices are illegal. Regulatory Controls are Unnecessary and Insufficient The details of the regulatory provisions in the deal favor the tobacco industry. Rather than recognizing that there are many agencies with jurisdiction over tobacco, the deal concentrates almost exclusively on the federal Food and Drug Administration (FDA). The deal also ignores the fact that most progress in tobacco use has been made at the local and state level. The FDA currently has jurisdiction over tobacco products and is executing its regulatory authority pursuant to its jurisdiction. The few provisions in the deal which are not currently a part of FDA regulations could become so even without the deal, or like the current advertising restrictions, be regulated by another agency. Furthermore, the expectations regarding the benefits attendant with many of the regulatory changes should be small. Even with the advertising restrictions in place, the tobacco industry will still find successful ways to market their products, and tobacco imagery will be ubiquitous. Similarly, the proposed regulations regarding tobacco warnings and restrictions on youth access add little new authority. The deal would essentially codify the law as it currently exists, except that it would also place limitations on future FDA authority. Although the codification of FDA authority may be desirable, the deal would add intensive rollback FDA authority by requiring the FDA to meet additional regulatory hurdles before it can regulate tobacco constituents and restricting how and when it can regulate nicotine. These hurdles will preclude much of the potential for true regulatory reform. Similarly, the secondhand tobacco smoke provisions in the deal represent a rollback of the current ability of the Department of Labor to regulate broadly. The secondhand smoke provisions within the deal accept industry claims that smokefree workplace laws would harm the hospitality industry, which is not true. The Lookback Provision Is Inadequate There are provisions in the deal designed to penalize the industry for not meeting specific targeted reductions in youth smoking. The lookback provision is a good example of how the technical details of the deal have important impacts that are not evident. The lookback provision ties goals in reducing teen smoking to the percentage of teens who are daily smokers. While 75% of smokers have their first cigarette by age 14, 75% do not become daily smokers until they reach age 18 (the cutoff for calculating the lookback penalty). Epidemiological evidence indicates that nicotine is as addictive as cocaine heroin and opiates. Symptoms of addiction begin before the onset of daily smoking. Limiting the measure of youth smoking to daily smokers will allow the tobacco industry to comply with the lookback provision by simply marketing in a way that leads children to begin smoking two years older than they do now; it will continue to recruit new adult smokers by addicting them as youths. By increasing the age of initiation by two years, the transition of most smokers to daily smoking in new smokers will occur after their eighteenth birthday. In addition, the penalty is too small to provide an effective economic incentive for the industry to reduce youth smoking; if the industry were to simply continue its current recruiting of teens, the after-tax cost of the lookback provision would be about a nickel a pack. Furthermore, the penalties are pooled among the industry, which decreases the pressure any one company will have to reform its behavior. The Deal Preserves the Oligopoly Structure of the Industry Throughout the deal there are a number of provisions which increase barriers to market entry and preserve the current profit structure. These provisions will encourage anti-competitive behavior and eliminate any incentive to innovate toward safer products. Furthermore, by closing the market, new companies will find it more difficult to compete. This situation will further guarantee excess profits for the existing companies. The Deal does not Provide for Full Disclosure of Tobacco Industry Wrongdoing One of the most important aspects of the current litigation is the ongoing disclosure of industry wrongdoing. The document disclosure provisions of the deal are weak and would permit the industry to continue to withhold privileged documents, which many believe are the most damaging to the industry. The deal may not be necessary to secure disclosure of these documents, because the Congress has subpoenaed and disclosed some tobacco industry documents, and more are emerging through litigation. Between further Congressional action and the litigation there is likely to be a continuous release of documents without a need for the deal. There are No Barriers Other than a Lack of Political Will to Adopting the Beneficial Provisions of the Deal Tobacco control advocates have successfully enacted legislation that meets many of the goals of the deal at the state and local level without compromise with the tobacco industry. The federal government could do the same. For example, the public health measures of the deal could be enacted and the funds for these programs appropriated out of the general fund or through an increase in the tobacco excise tax. Congress can give the FDA and Department of Labor more direct authority over tobacco products, and it could ensure full funding for their programs. Plaintiffs can enter (and Mississippi, Florida, Texas, San Francisco, and a plaintiffs' class of non-smoking flight attendants have entered) into individual legal settlements with the tobacco industry. The Deal is Silent on International Issues The deal ignores the implications that U.S. tobacco control policy has on international tobacco control efforts. The precedents established by the deal are particularly important because litigation against the tobacco industry is beginning in other countries. The limitations on liability in the deal may compromise the ability of other countries to recover the cost of tobacco-induced illness. The Deal is Based on Several Premises that are no Longer True The original premise behind the deal was that if the Attorneys General, public health advocates, and the tobacco industry could come to an agreement that all found acceptable, such legislation would be enacted into law rapidly. Some public health advocates argued that such a compromise was necessary and appropriate because the power of the tobacco industry in Congress was such that industry acceptance was necessary in order to get legislation enacted. Legislation was seen as necessary because the tobacco industry had never lost nor settled any health-oriented lawsuits against it. Because of this, rather than risking everything in Court, the Attorneys General and other decided that it was better to gain a partial victory in Congress. Since then, the terms of the deal have been declared unacceptable by all elements of the public health community, so the original premise of going to Congress with a partnership between public health and tobacco forces no longer holds. The tobacco industry has maintained that the deal should be enacted as negotiated and has dramatically increased its campaign contributions and lobbying activities in order to see the deal enacted. Tobacco executives have testified in Congress that a grant of immunity for the industry is a condition of industry support for federal tobacco legislation. Public health groups are divided about the wisdom of trading some form of immunity for the tobacco industry in exchange for public policy changes that some believe will reduce tobacco control. Even the forces in the health community who are willing to entertain such a trade, however, have rejected the deal as originally negotiated. As a result, they are now in the position of going into Congress opposed to the tobacco industry, the very situation that the deal was supposed to avoid. Finally, the belief that the tobacco industry would never settle or lose heath-related lawsuits has changed. The industry settled the Mississippi, Florida, and Texas Medicaid suits on favorable public health terms, as well as a case brought by San Francisco over the Joe Camel advertising character and a class action suit on secondhand smoke brought by flight attendants. The industry has also lost several cases brought by individuals. It will be difficult for the industry to return to a no-settlement strategy, particularly in light of documents and other information that have come out of the litigation process and Congressional hearings to date.
The issue of the journal opens with an article dedicated to the formation of metrology as government regulated activity in France. The article has discussed the historical process of development of metrological activity in France. It was revealed that the history of metrology is considered as an auxiliary historical and ethnographic discipline from a social and philosophical point of view as the evolution of scientific approaches to the definition of individual units of physical quantities and branches of metrology. However, in the scientific literature, the little attention is paid to the process of a development of a centralized institutional metrology system that is the organizational basis for ensuring the uniformity of measurements. The article by Irena Grebtsova and Maryna Kovalska is devoted to the of the development of the source criticism's knowledge in the Imperial Novorossiya University which was founded in the second half of the XIX century in Odesa. Grounding on a large complex of general scientific methods, and a historical method and source criticism, the authors identified the stages of the formation of source criticism in the process of teaching historical disciplines at the university, what they based on an analysis of the teaching activities of professors and associate professors of the Faculty of History and Philology. In the article, the development of the foundations of source criticism is considered as a complex process, which in Western European and Russian science was the result of the development of the theory and practice of everyday dialogue between scientists and historical sources. This process had a great influence on the advancement of a historical education in university, which was one of the important factors in the formation of source studies as a scientific discipline. The article by Tetiana Malovichko is devoted to the study of what changes the course of the probability theory has undergone from the end of the 19th century to our time based on the analysis of The Theory of Probabilities textbook by VasylP.Ermakov published in 1878. The paper contains a comparative analysis of The Probability Theory textbook and modern educational literature. The birth of children after infertility treatment of married couples with the help of assisted reproductive technologies has become a reality after many years of basic research on the physiology of reproductive system, development of oocyte's in vitro fertilization methods and cultivation of embryos at pre-implantation stages. Given the widespread use of assisted reproductive technologies in modern medical practice and the great interest of society to this problem, the aim of the study authors from the Institute for Problems of Cryobiology and Cryomedicine of the National Academy of Sciences of Ukraine was to trace the main stages and key events of assisted reproductive technologies in the world and in Ukraine, as well as to highlight the activities of outstanding scientists of domestic and world science who were at the origins of the development of this area. As a result of the work, it has been shown that despite certain ethical and social biases, the discovery of individual predecessor scientists became the basis for the efforts of Robert Edwards and Patrick Steptoe to ensure birth of the world's first child, whose conception occurred outside the mother's body. There are also historical facts and unique photos from our own archive, which confirm the fact of the first successful oocyte in vitro fertilization and the birth of a child after the use of assisted reproductive technologies in Ukraine. In the next article, the authors tried to consider and structure the stages of development and creation of the "Yermak", the world's first Arctic icebreaker, and analyzed the stages of preparation and the results of its first expeditions to explore the Arctic. Systematic analysis of historical sources and biographical material allowed to separate and comprehensively consider the conditions and prehistory for the development and creation of "Yermak" icebreaker. Also, the authors gave an assessment to the role of Vice Admiral Stepan Osypovych Makarov in those events, and analyzed the role of Sergei Yulyevich Witte, Dmitri Ivanovich Mendeleev and Pyotr Petrovich Semenov-Tian-Shansky in the preparation and implementation of the first Arctic expeditions of the "Yermak"icebreaker. The authors of the following article considered the historical aspects of construction and operation of train ferry routes. The article deals with the analysis and systematization of the data on the historical development of train ferry routes and describes the background for the construction of train ferry routes and their advantages over other combined transport types. It also deals with the basic features of the train ferries operating on the main international train ferry routes. The study is concerned with both sea routes and routes across rivers and lakes. The article shows the role of train ferry routes in the improvement of a national economy, and in the provision of the military defense. An analysis of numerous artefacts of the first third of the 20th century suggests that the production of many varieties of art-and-industrial ceramics developed in Halychyna, in particular architectural ceramic plastics, a variety of functional ceramics, decorative tiles, ceramic tiles, facing tiles, etc. The artistic features of Halychyna art ceramics, the richness of methods for decorating and shaping it, stylistic features, as well as numerous art societies, scientific and professional associations, groups, plants and factories specializing in the production of ceramics reflect the general development of this industry in the first half of the century and represent the prerequisites the emergence of the school of professional ceramics in Halychyna at the beginning of the 20th century. The purpose of the next paper is to analyze the formation and development of scientific and professional schools of art-and-industrial ceramics of Halychyna in the late 19th – early 20th centuries. During the environmental crisis, electric transport (e-transport) is becoming a matter for scientific inquiry, a subject of discussion in politics and among public figures. In the program for developing the municipal services of Ukraine, priorities are given to the development of the infrastructure of ecological transport: trolleybuses, electric buses, electric cars. The increased attention to e-transport on the part of the scientific community, politicians, and the public actualizes the study of its history, development, features of operation, etc. The aim of the next study is to highlight little-known facts of the history of production and operation of MAN trolleybuses in Ukrainian cities, as well as to introduce their technical characteristics into scientific circulation. The types, specific design solutions of the first MAN trolleybus generation and the prerequisites for their appearance in Chernivtsi have been determined. Particular attention has been paid to trolleybuses that were in operation in Germany and other Western European countries from the first half of the 1930s to the early 1950s. The paper traces the stages of operation of the MAN trolleybuses in Chernivtsi, where they worked during 1939–1944 and after the end of the Second World War, they were transferred to Kyiv. After two years of operation in the Ukrainian capital, the trolleybuses entered the routes in Dnipropetrovsk during 1947–1951. The purpose of the article by authors from the State University of Infrastructure and Technologies of Ukraine is to thoroughly analyze unpaved roads of the late 18th – early 19th century, as well as the project of the first wooden trackway as the forerunner of the Bukovyna railways. To achieve this purpose, the authors first reviewed how railways were constructed in the Austrian Empire during 1830s – 1850s. Then, in contrast with the first railway networks that emerged and developed in the Austrian Empire, the authors made an analysis of the condition and characteristics of unpaved roads in Bukovyna. In addition, the authors considered the first attempt to create a wooden trackway as a prototype and predecessor of the Bukovyna railway. ; The issue of the journal opens with an article dedicated to the formation of metrology as government regulated activity in France. The article has discussed the historical process of development of metrological activity in France. It was revealed that the history of metrology is considered as an auxiliary historical and ethnographic discipline from a social and philosophical point of view as the evolution of scientific approaches to the definition of individual units of physical quantities and branches of metrology. However, in the scientific literature, the little attention is paid to the process of a development of a centralized institutional metrology system that is the organizational basis for ensuring the uniformity of measurements. The article by Irena Grebtsova and Maryna Kovalska is devoted to the of the development of the source criticism's knowledge in the Imperial Novorossiya University which was founded in the second half of the XIX century in Odesa. Grounding on a large complex of general scientific methods, and a historical method and source criticism, the authors identified the stages of the formation of source criticism in the process of teaching historical disciplines at the university, what they based on an analysis of the teaching activities of professors and associate professors of the Faculty of History and Philology. In the article, the development of the foundations of source criticism is considered as a complex process, which in Western European and Russian science was the result of the development of the theory and practice of everyday dialogue between scientists and historical sources. This process had a great influence on the advancement of a historical education in university, which was one of the important factors in the formation of source studies as a scientific discipline. The article by Tetiana Malovichko is devoted to the study of what changes the course of the probability theory has undergone from the end of the 19th century to our time based on the analysis of The Theory of Probabilities textbook by VasylP.Ermakov published in 1878. The paper contains a comparative analysis of The Probability Theory textbook and modern educational literature. The birth of children after infertility treatment of married couples with the help of assisted reproductive technologies has become a reality after many years of basic research on the physiology of reproductive system, development of oocyte's in vitro fertilization methods and cultivation of embryos at pre-implantation stages. Given the widespread use of assisted reproductive technologies in modern medical practice and the great interest of society to this problem, the aim of the study authors from the Institute for Problems of Cryobiology and Cryomedicine of the National Academy of Sciences of Ukraine was to trace the main stages and key events of assisted reproductive technologies in the world and in Ukraine, as well as to highlight the activities of outstanding scientists of domestic and world science who were at the origins of the development of this area. As a result of the work, it has been shown that despite certain ethical and social biases, the discovery of individual predecessor scientists became the basis for the efforts of Robert Edwards and Patrick Steptoe to ensure birth of the world's first child, whose conception occurred outside the mother's body. There are also historical facts and unique photos from our own archive, which confirm the fact of the first successful oocyte in vitro fertilization and the birth of a child after the use of assisted reproductive technologies in Ukraine. In the next article, the authors tried to consider and structure the stages of development and creation of the "Yermak", the world's first Arctic icebreaker, and analyzed the stages of preparation and the results of its first expeditions to explore the Arctic. Systematic analysis of historical sources and biographical material allowed to separate and comprehensively consider the conditions and prehistory for the development and creation of "Yermak" icebreaker. Also, the authors gave an assessment to the role of Vice Admiral Stepan Osypovych Makarov in those events, and analyzed the role of Sergei Yulyevich Witte, Dmitri Ivanovich Mendeleev and Pyotr Petrovich Semenov-Tian-Shansky in the preparation and implementation of the first Arctic expeditions of the "Yermak"icebreaker. The authors of the following article considered the historical aspects of construction and operation of train ferry routes. The article deals with the analysis and systematization of the data on the historical development of train ferry routes and describes the background for the construction of train ferry routes and their advantages over other combined transport types. It also deals with the basic features of the train ferries operating on the main international train ferry routes. The study is concerned with both sea routes and routes across rivers and lakes. The article shows the role of train ferry routes in the improvement of a national economy, and in the provision of the military defense. An analysis of numerous artefacts of the first third of the 20th century suggests that the production of many varieties of art-and-industrial ceramics developed in Halychyna, in particular architectural ceramic plastics, a variety of functional ceramics, decorative tiles, ceramic tiles, facing tiles, etc. The artistic features of Halychyna art ceramics, the richness of methods for decorating and shaping it, stylistic features, as well as numerous art societies, scientific and professional associations, groups, plants and factories specializing in the production of ceramics reflect the general development of this industry in the first half of the century and represent the prerequisites the emergence of the school of professional ceramics in Halychyna at the beginning of the 20th century. The purpose of the next paper is to analyze the formation and development of scientific and professional schools of art-and-industrial ceramics of Halychyna in the late 19th – early 20th centuries. During the environmental crisis, electric transport (e-transport) is becoming a matter for scientific inquiry, a subject of discussion in politics and among public figures. In the program for developing the municipal services of Ukraine, priorities are given to the development of the infrastructure of ecological transport: trolleybuses, electric buses, electric cars. The increased attention to e-transport on the part of the scientific community, politicians, and the public actualizes the study of its history, development, features of operation, etc. The aim of the next study is to highlight little-known facts of the history of production and operation of MAN trolleybuses in Ukrainian cities, as well as to introduce their technical characteristics into scientific circulation. The types, specific design solutions of the first MAN trolleybus generation and the prerequisites for their appearance in Chernivtsi have been determined. Particular attention has been paid to trolleybuses that were in operation in Germany and other Western European countries from the first half of the 1930s to the early 1950s. The paper traces the stages of operation of the MAN trolleybuses in Chernivtsi, where they worked during 1939–1944 and after the end of the Second World War, they were transferred to Kyiv. After two years of operation in the Ukrainian capital, the trolleybuses entered the routes in Dnipropetrovsk during 1947–1951. The purpose of the article by authors from the State University of Infrastructure and Technologies of Ukraine is to thoroughly analyze unpaved roads of the late 18th – early 19th century, as well as the project of the first wooden trackway as the forerunner of the Bukovyna railways. To achieve this purpose, the authors first reviewed how railways were constructed in the Austrian Empire during 1830s – 1850s. Then, in contrast with the first railway networks that emerged and developed in the Austrian Empire, the authors made an analysis of the condition and characteristics of unpaved roads in Bukovyna. In addition, the authors considered the first attempt to create a wooden trackway as a prototype and predecessor of the Bukovyna railway. ; The issue of the journal opens with an article dedicated to the formation of metrology as government regulated activity in France. The article has discussed the historical process of development of metrological activity in France. It was revealed that the history of metrology is considered as an auxiliary historical and ethnographic discipline from a social and philosophical point of view as the evolution of scientific approaches to the definition of individual units of physical quantities and branches of metrology. However, in the scientific literature, the little attention is paid to the process of a development of a centralized institutional metrology system that is the organizational basis for ensuring the uniformity of measurements. The article by Irena Grebtsova and Maryna Kovalska is devoted to the of the development of the source criticism's knowledge in the Imperial Novorossiya University which was founded in the second half of the XIX century in Odesa. Grounding on a large complex of general scientific methods, and a historical method and source criticism, the authors identified the stages of the formation of source criticism in the process of teaching historical disciplines at the university, what they based on an analysis of the teaching activities of professors and associate professors of the Faculty of History and Philology. In the article, the development of the foundations of source criticism is considered as a complex process, which in Western European and Russian science was the result of the development of the theory and practice of everyday dialogue between scientists and historical sources. This process had a great influence on the advancement of a historical education in university, which was one of the important factors in the formation of source studies as a scientific discipline. The article by Tetiana Malovichko is devoted to the study of what changes the course of the probability theory has undergone from the end of the 19th century to our time based on the analysis of The Theory of Probabilities textbook by VasylP.Ermakov published in 1878. The paper contains a comparative analysis of The Probability Theory textbook and modern educational literature. The birth of children after infertility treatment of married couples with the help of assisted reproductive technologies has become a reality after many years of basic research on the physiology of reproductive system, development of oocyte's in vitro fertilization methods and cultivation of embryos at pre-implantation stages. Given the widespread use of assisted reproductive technologies in modern medical practice and the great interest of society to this problem, the aim of the study authors from the Institute for Problems of Cryobiology and Cryomedicine of the National Academy of Sciences of Ukraine was to trace the main stages and key events of assisted reproductive technologies in the world and in Ukraine, as well as to highlight the activities of outstanding scientists of domestic and world science who were at the origins of the development of this area. As a result of the work, it has been shown that despite certain ethical and social biases, the discovery of individual predecessor scientists became the basis for the efforts of Robert Edwards and Patrick Steptoe to ensure birth of the world's first child, whose conception occurred outside the mother's body. There are also historical facts and unique photos from our own archive, which confirm the fact of the first successful oocyte in vitro fertilization and the birth of a child after the use of assisted reproductive technologies in Ukraine. In the next article, the authors tried to consider and structure the stages of development and creation of the "Yermak", the world's first Arctic icebreaker, and analyzed the stages of preparation and the results of its first expeditions to explore the Arctic. Systematic analysis of historical sources and biographical material allowed to separate and comprehensively consider the conditions and prehistory for the development and creation of "Yermak" icebreaker. Also, the authors gave an assessment to the role of Vice Admiral Stepan Osypovych Makarov in those events, and analyzed the role of Sergei Yulyevich Witte, Dmitri Ivanovich Mendeleev and Pyotr Petrovich Semenov-Tian-Shansky in the preparation and implementation of the first Arctic expeditions of the "Yermak"icebreaker. The authors of the following article considered the historical aspects of construction and operation of train ferry routes. The article deals with the analysis and systematization of the data on the historical development of train ferry routes and describes the background for the construction of train ferry routes and their advantages over other combined transport types. It also deals with the basic features of the train ferries operating on the main international train ferry routes. The study is concerned with both sea routes and routes across rivers and lakes. The article shows the role of train ferry routes in the improvement of a national economy, and in the provision of the military defense. An analysis of numerous artefacts of the first third of the 20th century suggests that the production of many varieties of art-and-industrial ceramics developed in Halychyna, in particular architectural ceramic plastics, a variety of functional ceramics, decorative tiles, ceramic tiles, facing tiles, etc. The artistic features of Halychyna art ceramics, the richness of methods for decorating and shaping it, stylistic features, as well as numerous art societies, scientific and professional associations, groups, plants and factories specializing in the production of ceramics reflect the general development of this industry in the first half of the century and represent the prerequisites the emergence of the school of professional ceramics in Halychyna at the beginning of the 20th century. The purpose of the next paper is to analyze the formation and development of scientific and professional schools of art-and-industrial ceramics of Halychyna in the late 19th – early 20th centuries. During the environmental crisis, electric transport (e-transport) is becoming a matter for scientific inquiry, a subject of discussion in politics and among public figures. In the program for developing the municipal services of Ukraine, priorities are given to the development of the infrastructure of ecological transport: trolleybuses, electric buses, electric cars. The increased attention to e-transport on the part of the scientific community, politicians, and the public actualizes the study of its history, development, features of operation, etc. The aim of the next study is to highlight little-known facts of the history of production and operation of MAN trolleybuses in Ukrainian cities, as well as to introduce their technical characteristics into scientific circulation. The types, specific design solutions of the first MAN trolleybus generation and the prerequisites for their appearance in Chernivtsi have been determined. Particular attention has been paid to trolleybuses that were in operation in Germany and other Western European countries from the first half of the 1930s to the early 1950s. The paper traces the stages of operation of the MAN trolleybuses in Chernivtsi, where they worked during 1939–1944 and after the end of the Second World War, they were transferred to Kyiv. After two years of operation in the Ukrainian capital, the trolleybuses entered the routes in Dnipropetrovsk during 1947–1951. The purpose of the article by authors from the State University of Infrastructure and Technologies of Ukraine is to thoroughly analyze unpaved roads of the late 18th – early 19th century, as well as the project of the first wooden trackway as the forerunner of the Bukovyna railways. To achieve this purpose, the authors first reviewed how railways were constructed in the Austrian Empire during 1830s – 1850s. Then, in contrast with the first railway networks that emerged and developed in the Austrian Empire, the authors made an analysis of the condition and characteristics of unpaved roads in Bukovyna. In addition, the authors considered the first attempt to create a wooden trackway as a prototype and predecessor of the Bukovyna railway.
This guide accompanies the following article: Matthew W. Hughey, 'The Janus Face of Whiteness: Toward a Cultural Sociology of White Nationalism and White Antiracism', Sociology Compass 3/6 (2009): 920–936, 10.1111/j.1751‐9020.2009.00244.xAuthor's introductionOver the past 20 years, the study of white racial identity has received in‐depth, interdisciplinary attention. Under sociological scrutiny, the study of whiteness has traversed quite a few stages: from understandings of whiteness as a category replete with social privileges, as a mere reflection of non‐racial (often class‐based) dynamics, to its most recent turn that emphasizes the contextual and intersectional heterogeneity of whiteness. Because of the increased attention to context and political disputes, the study of whiteness has never been more amenable to cultural analysis than it is today. Hence, an emphasis on different white racial formations that span a political spectrum – from conservative to liberal and racist to antiracist – is now dominant. In this vein, white nationalists and white antiracists represent the distinct polarities of contemporary inquisitions into white racial identity. Motivated by this academic milieu, this guide offers an overview of the major scholarship that address white nationalism & white antiracism, appropriate online materials, and examples from a sample syllabus. Together, these resources aim to assist in understanding the general processes and contexts that produce 'whiteness' and imbue it with meaning, the social relationships and practices in which white racial identity identities become embedded, and how whiteness simultaneously possesses material and symbolic privileges alongside diverse and seemingly antagonistic experiences.Author recommendsThe complexity of whitenessMcDermott, Monica and Frank L. Samson 2005. 'White Racial and Ethnic Identity in the United States.'Annual Review of Sociology 31: 245–61.Any contemporary apprentice of the sociological study of white racial identity should read this essay. Monica McDermott and her student Frank Samson combine to provide a robust overview of the literature. They walk the tightrope of balancing both a broad coverage of the literature with the depth that key studies necessitate. In so doing, they put a finger on the key dilemma of studying white racial identity today: 'Navigating between the long‐term staying power of white privilege and the multifarious manifestations of the experience of whiteness remains the task of the next era of research on white racial and ethnic identity' (2005: 256).Duster, Troy 2001. 'The 'Morphing' Properties of Whiteness.' Pp. 113–33 in The Making and Unmaking of Whiteness, edited by E. B. Rasmussen, E. Klinenberg, I. J. Nexica and M. Wray. Durham, NC: Duke University Press.In this essay – part of a larger volume on whiteness that I also recommend – Duster synthesizes disparate approaches to the study of whiteness. Demonstrating how some scholars understand white racial identity as a contextual and cognitive category ('fluid'), while some frame whiteness as a structural and fixed category of material privileges ('frozen'), Duster asks 'who is right?' He answers via the metaphor of whiteness‐as‐water. In one moment, whiteness can morph into vapor as a contextual and unstable identity, while the next moment it can instantly transform into a harsh and unyielding form of ice‐like privilege. Duster's essay is an excellent retort for those who argue that we should move 'beyond' race to the utopian realm of color‐blind individualism. Duster demonstrates, although the example of the supposedly egalitarian New Deal, that while race is socially constructed, the legacy of racism remains a historically reproduced and real social fact – denying the existence of race perpetuates racial inequality. Duster closes the chapter with a personal anecdote that grounds the historical example in modern, interactional, and everyday life.Perry, Pamela 2002. Shades of White: White Kids and Racial Identities in High School. Durham, NC: Duke University Press.Perry gives us two ethnographic studies in one – that of two northern California high schools: one located in a predominantly white, if economically diverse, suburb, the other situated in a multiracial urban community. Perry persistently and systematically probes the complexities of white racial identity in the practices and discourses of the youth attending these high schools. She finds that whites in the predominantly white, suburban high school do not see themselves as a unique race and take their racial identity for granted – they understand distinctly white practices as normative rather than as constitutive of a subjective worldview. In contrast, the whites at the multiracial, urban high school possess a more critical and comparative view of race and their own place in the racial order. In sum, Perry argues that whiteness is a set of complex, contradictory, and multiple subject positions.Wray, Matt. 2006. Not Quite White: White Trash and the Boundaries of Whiteness. Durham, NC: Duke University Press.Matt Wray brings the tools of cultural sociology viz‐á‐viz'symbolic boundaries' to the interrogation of the moniker White Trash. Wray problematizes this relatively normalized term to question its origins and how it persists. Drawing upon literary texts, folklore, diaries, medical articles, and social scientific analyses from the early 1700s to the turn of the 20th century, Wray documents the multiple meanings that were projected onto poor rural whites in the United States. Of particular import, Wray demonstrates how white supremacist ideas about class and region became dominant through public health campaigns and eugenic reformations. Impoverished whites found themselves the targets of officials and activists who framed them as 'filthy' or "feebleminded," and thus a threat to the purity and supremacy of the white race. This text is particularly informative for its demonstration of how white supremacist logic was not only focused on racial 'otherness' but used the axes of class and location to directly demarcate and attack those seen as 'white' yet somehow racially deficient and unworthy.Winant, Howard 2004. 'Behind Blue Eyes: Whiteness and Contemporary U.S. Racial Politics.' Pp. 3–16 in Off White: Readings on Race, Power, and Society, edited by Michelle Fine, Lois Weis, Linda C. Powell and April Burns. New York, NY: Routledge.In applying his now classic approach formulated in concert with Michael Omi (Racial Formations, 1986), Howard Winant applies the 'racial projects' thesis to whites: 'I think it would be beneficial to attempt to sort out alternative conceptions of whiteness, along with the politics that both flow from and inform these conceptions. … focusing on five key racial projects, which I term, far right, new right, neoconservative, neoliberal, and new abolitionist' (2004: 6). Hence, Winant maps a theory of white identity formation onto a bifurcated 'culture war.' Labeling this phenomenon 'racial dualism as politics,' Winant advances a paradigm in which whiteness is undergoing 'a profound political crisis.' Winant's essay is especially important for those that wish to emphasize the heterogeneity of white racial identity, as he provides Weberian‐like 'ideal types' for the comprehension of the racial‐political landscape.Hughey, Matthew W. (forthcoming 2010). 'Navigating the (Dis)similarities of White Racial Identities: The Conceptual Framework of "Hegemonic Whiteness."'Ethnic & Racial Studies.In this work, I build upon many of the aforementioned studies. Like Pamela Perry (2002) I dive into two ethnographic sites, but of much different breed. To interrogate how whiteness might be akin to 'vapor and ice' (Duster 2001) and to provide a robust answer to the dilemma of the 'long‐term staying power of white privilege' (McDermott and Samson 2005) alongside the 'political crisis' of whiteness (Winant 2004), I studied a white nationalist and white antiracist organization. Combining over fourteen months of field observations, in‐depth interviews, and content analysis of documents, I found that the varied political and overt ideological orientations of both groups masked striking similarities in how both groups made meaning of whiteness. In particular, these similarities were guided by a collective reliance on reactionary, racist, and essentialist scripts, latent worldviews – and like Wray (2006) – symbolic boundaries. The realization that there remains a shared 'groupness' to outwardly different white identities has the potential to destabilize the recent trend that over‐emphasizes white heterogeneity at the expense of discussion of power, racism, and discrimination. As a resolution to this analytic dilemma, this article advances a conceptual framework entitled 'hegemonic whiteness.' In this model, white racial identity formation is understood as an ongoing process in which (1) racist, reactionary, and essentialist ideologies are used to demarcate inter‐racial boundaries and (2) performances of white racial identity that fail to meet those ideals are marginalized and stigmatized, thereby creating intra‐racial distinctions within the category 'white.'White supremacy & nationalismDobratz, Betty A. and Stephanie L. Shanks‐Meile 1997. The White Separatist Movement in the United States: 'White Power, White Pride!' Baltimore, MD: Johns Hopkins University Press.This is a good place to begin with the study of the white separatist, nationalist, and supremacist movements in the United States. The book is primarily descriptive and quickly debunks the stereotype that the movement is tied to an uneducated and Southern cadre of disenfranchised men. The authors interviewed more than 125 white separatists, attended white power rallies and other white separatist meetings, and examined much of the movement‐generated literature. A major strength of the text is the demonstration of key divisions within the white supremacist movement, most notably religious ideology and views toward gender. However, this high note is often bookended by their overdependence on journalistic‐like description rather than sociological explanation.Zeskind, Leonard. 2009. Blood and Politics: The History of the White Nationalist Movement from the Margins to the Mainstream. New York, NY: Farrar Straus Giroux.This book is a critical companion to Dobratz and Shanks‐Meile (1997). Beginning in the 1950s and taking the reader into the contemporary moment, the text affords a sprawling account of the shifting currents in white nationalism. In both meticulous detail and incredible breadth, the 645‐page tome was composed from Zeskind's 15‐year‐long research of the white nationalist movement – describing in detail how the movement has somewhat successfully moved from the shadows of a stigmatized racist identity to wear the mask of a more 'button‐down' and gentile white nationalism.Ferber, Abby L. 1998. White Man Falling: Race, Gender, and White Supremacy. Lanham, MD: Rowman & Littlefield Publishers, Inc.Abby Ferber does an excellent job of illuminating white nationalist publications like White Patriot and White Power to clarify not only the racial, but the intersectional weltanschauung of white male nationalists. In so doing, Ferber demonstrates how the concept of 'race' has evolved alongside the development of the white supremacist and nationalist movements. Ferber's empirically based critique unpacks the still‐growing ideological assertion that white men are now the quintessential victims of the social order, and she convincingly demonstrates the repercussions of their attempts to re‐assert white male power. I would be remiss if I did not also point the reader to her follow‐up study: Home‐Grown Hate: Gender and Organized Racism (New York, NY: Routledge, 2004). Other notable mentions in this vein include Kathleen Blee's Inside Organized Racism: Women in the Hate Movement (Berkeley, CA: University of California Press, 2002) and Jessie Daniels'White Lies: Race, Class, Gender, and Sexuality in White Supremacist Discourse (New York, NY: Routledge, 1997).Berbrier, Mitch 2000. 'The Victim Ideology of White Supremacists and White Separatists in the United States.'Sociological Focus 33: 174–91.In much the same vein as Ferber, Mitch Berbrier demonstrates how white victimization ideologies are a growing, but not yet central, facet of white supremacist and separatist organizing. Rather, discourses of racial victimization are put to the service of larger concerns in white supremacist activism: for example, either to activate a sense of urgency in the perceived loss of white racial pride and self‐esteem, or to convince outsiders (and potential members) that they are living in time of white 'genocide.' I also recommend Berbrier's 1998 Social Problems article entitled '"Half the Battle": Cultural Resonance, Framing Processes, and Ethnic Affectations in Contemporary White Separatist Rhetoric.'White antiracismBonnett, Alastair 2000. Anti‐Racism. London and New York, NY: Routledge.This is a valuable text for those wishing to understand both the historical trajectory of, and current variation within, the antiracist movement. Bonnett first traces anti‐racism's philosophical historicity through thinkers such as Comte, Montaigne, and Du Bois. After delineating the theoretical underpinnings of the movement, Bonnett then outlines the spatial variation of antiracism to uncover the networked relationships between Brazil, China, France, the US, and the UK, to name just a few examples. In this vein, while the text does not explicitly focus on white anti‐racism, a large portion of the book directly challenges the dominance of the Eurocentric variations of anti‐racism, as it even briefly surveys the outgrowths of anti‐racism in the form of multiculturalism, anti‐Nazi/anti‐fascist movements, and the 'local' activist organizations that purport to represent marginalized communities. While the book takes on a large subject matter, its relatively small size often falls short of giving each subject the attention it deserves. Still, the book serves as an excellent overview.Apthecker, Herbert 1993. Anti‐Racism in U.S. History: The First Two Hundred Years. Westport, CT: Praeger Publishers.Like Bonnett's text (2000), this book does not explicitly center on white antiracism, but much of the examples used by the late Marxist historian are drawn from white abolitionists and activists. In fact, recovering the lost history of whites whom rejected racist rationales for the 'peculiar institution' of slavery and in turn, evidenced a remarkable degree of racial egalitarianism, appears the impetus for Aptheker's decision to compose the book. Overall, the text remains a tour de force of the pervasiveness of both white racism and its white resistance, as it covers the intersection of racism, sexuality, labor, the political ideologies of Grégoire, Banneker, & Jefferson, religion, the effects of the civil war, and emancipation.Srivastava, Sarita 2005. '"You're Calling me a Racist?" The Moral and Emotional Regulation of Antiracism and Feminism.'Signs: Journal of Women in Culture and Society 31(1): 29–62.This article demonstrates how the dominant practices and discourses of emotional expression shape antiracist debates over what constitutes a proper antiracist approach. By showing how the predominant mode of discussion in many antiracist organizations is hinged to the disclosure of personal experiences and emotion, Srivastrava demonstrates that this mode constricts the ability to produce organizational or structural change. Accordingly, white antiracist discussion groups often devolve into a setting in which the focus shifts from fighting racism to that of quelling the emotional turbulence of white participants – a pattern that unintentionally reestablishes a focus on white well‐being and privilege.Niemonen, Jack June 2007. 'Antiracist Education in Theory and Practice: A Critical Assessment.'The American Sociologist 38(2): 159–77.With critical aplomb, Jack Niemonen interrogates the pedagogical, curricular, and organizational claims of 'antiracist education'– an endeavor largely tied to liberal, white, and 'multicultural advocates.' Operationalized through a study of approximately 160 papers recently published in peer‐reviewed journals, Niemonen finds that the dominant forms of 'antiracist education' are far from sociologically grounded, empirically based accounts of the significance of race, but 'embodies the confessional and redemptive modes common in evangelical Protestantism' (164). Picking up on a key contradiction endemic to a large percentage of white antiracist literature, whites are often framed as 'inherently racist' yet are prodded to constantly seek paths to redemption and salvation. Informing my own work, Niemonen demonstrates how antiracist educators often employ a myopic and reductionist 'culture war' view of the world in which battle lines are drawn between the 'good and bad' whites. Aside from the fact that Niemonen's scathing critique sometimes borders on a kind of evangelicalism in its own right, his overview of the literature does afford the prescient observation that a great deal of antiracist activism is built on abstract moralism rather than sociological empiricism.O'Brien, Eileen 2001. Whites Confront Racism: Antiracists and Their Paths to Action. New York, NY: Rowman & Littlefield Publishers, Inc.O'Brien's work is a survey of white antiracist activists from across North America. The book is a nice counterpoint to Niemonen's (2007) findings, as O'Brien finds that many white antiracists are quite savvy in their ability to avoid the typical options of 'being a nonracist' or devolving into emotional turmoil associated with 'white guilt'; many of the whites demonstrate large variation in how they combat modern racism. Of import, O'Brien shows that these whites' affiliations with antiracist organizations – and even their lack thereof – can play a crucial role in their approach to their antiracist activism. As such, O'Brien shows that a more critical white antiracist approach is evolving; one that frames race as a 'social construction' and which unpacks the individual, institutional, and cultural forms of racism.Online materialsPublic Broadcasting Service, 'Race – The Power of an Illusion' http://www.pbs.org/race/000_General/000_00‐Home.htm Starting from the supposition that 'Race is one topic where we all think we're experts', the series, readings, video, and ability to directly ask questions of experts in the field (e.g.: historian George M. Fredrickson and biological anthropologist Alan Goodman) together help to debunk many of the core beliefs that undergird the modern white supremacist and nationalist movement. In so doing, the program helps to show how social, economic, and political conditions, rather than biological make‐up, disproportionately channel advantages and opportunities to whites.Public Broadcasting Service, 'From Swastika to Jim Crow' http://www.pbs.org/itvs/fromswastikatojimcrow/index.html The website includes a video, discussion guide, and multi‐chaptered narrative on the little‐known story of German refugee scholars, who were expelled from Nazi Germany, migrated to the United States south and faced oppression from US white supremacists, and found employment at historically black colleges and universities. The resources therein illuminate the intricate web of politics, migration, nationalism, the contextual construction of racial and ethnic identity, and racism & antiracism.'Racism Review' http://www.racismreview.com/blog/ Launched in 2007, 'Racism Review' is produced and maintained by Joe R. Feagin (Texas A&M University) and Jessie Daniels (CUNY‐Hunter College). Contributors to the blog are scholars and researchers from sociology and a number of other social science disciplines across North America. Many of the articles center on the topics of white racial identity, racism, and antiracism, and aim to serve as credible and reliable sources of information for journalists, students, and members of the general public who seek evidence‐based research and analysis.Southern Poverty Law Center http://www.splcenter.org/index.jsp The Southern Poverty Law Center (SPLC) was founded in 1971 as a small civil rights law firm, and today the website for the SPLC is internationally known as a clearing‐house for critical information, and perspectives on, white supremacist and white nationalist groups.Sample syllabus'Sociological Perspectives on Whiteness'Overview of the courseThis course investigates the social construction of race through an exploration of white identity, both theoretically and empirically. It includes an investigation of the historical genesis of white identity, its intersection with political movements and organizations, the relation of whiteness to race, ethnicity, class, gender, nation, and how whiteness is understood in popular culture, and the sociological mechanisms by which it is reproduced, negotiated, and contested.Lecture 1 – Introduction to Race as a Social ConstructionHaney López, Ian F. 1998. 'Chance, Context, and Choice in the Social Construction of Race.' Pp. 9–16 in The Latino/a Condition: A Critical Reader, edited by Richard Delgado and Jean Stefancic. New York, NY: New York University Press.Urciuoli, Bonnie 1996. 'Racialization and Language.' Pp. 15–40 in Exposing Prejudice: Puerto Rican Experiences of Language, Race, and Class. Boulder, CO: Westview Press.Duster, Troy 2001. 'The 'Morphing' Properties of Whiteness.' Pp. 113–133 in The Making and Unmaking of Whiteness, edited by E. B. Rasmussen, E. Klinenberg, I. J. Nexica and M. Wray. Durham, NC: Duke University Press.Lipsitz, George 1998. 'The Possessive Investment in Whiteness.' Pp. 1–23 in The Possessive Investment in Whiteness: How White People Profit from Identity Politics. Philadelphia, PA: Temple University Press.Lecture 4 – The Creation of 'White Ethnics'Jacobson, Matthew Frye 2001. 'Becoming Caucasian: Vicissitudes of Whiteness in American Politics and Culture.'Identities 8(1): 83–104.Roediger, David R. 1994. 'Whiteness and Ethnicity in the History of "White Ethnics" in the United States.' Pp 181–198 in Towards the Abolition of Whiteness. New York, NY: Verso.Sacks, Karen Brodkin 1994. 'How did Jews Become White Folks?' Pp 78–102 in Race, edited by Steven Gregory and Roger Sanjek. New Brunswick, NJ: Rutgers University Press.Roediger, David R. 1999. 'Irish‐American Workers and White Racial Formation in the Antebellum United States.' Pp 133–163 in The Wages of Whiteness: Race and the Making of the American Working Class. New York, NY: Verso.Lecture 6 – Colorlessness and Color‐blindness as a Defense of WhitenessAnsell, Amy E. and James M. Statman 1999. '"I Never Owned Slaves:" The Euro‐American Construction of the Racialized Other.'Research in Politics and Society 6: 151–73.Gallagher, Charles A. 2003. 'Playing the White Ethnic Card: Using Ethnic Identity to Deny Contemporary Racism.' Pp. 145–158 in White Out: The Continuing Significance of Racism, edited by Ashley Doane and Eduardo Bonilla‐Silva. New York, NY: Routledge Press.Bonilla‐Silva, Eduardo. 2003. 'The Central Frames of Color‐Blind Racism.' Pp. 25–52 in Racism Without Racists. New York, NY: Rowman and Littlefield.Lecture 7 – Learning WhitenessConley, Dalton. 2001. 'Universal Freckle, or How I Learned to Be White.' Pp. 25–42 in The Making and Unmaking of Whiteness, edited by Birgit Brander Rasmussen, Eric Klinenberg, Irene J. Nexica, and Matt Wray. Durham, NC: Duke University Press.Giroux, Henry A. 1998. 'Youth, Memory Work, and the Racial Politics of Whiteness.' Pp 123–36 in White Reign: Deploying Whiteness in America, edited by Joe L. Kincheloe, Shirley R. Steinberg, and Nelson M. Rodriguez, and Ronald E. Chennault. New York, NY: St. Martin's Press.Hall, Kim Q. 1999. 'My Father's Flag.' Pp. 29–35 in Whiteness: Feminist Philosophical Reflections, edited by Chris J. Cuomo and Kim Q. Hall. New York, NY: Rowman & Littlefield Publishers, Inc.Williams, Patricia J. 1997. 'The Ethnic Scarring of American Whiteness.' Pp. 253–63 in The House that Race Built: Black Americans, U.S. Terrain, edited by Wahneema Lubiano. New York, NY: Pantheon Books.Lecture 12 – Whiteness in Popular Culture and Everyday LifeDeloria, Philip 1999. Playing Indian. New Haven, CT: Yale University Press.Hughey, Matthew W. 2009. 'Cinethetic Racism: White Redemption and Black Stereotypes in "Magical Negro" Films.'Social Problems 56(3): 543–77.Lott, Eric 1995. Love and Theft: Blackface Minstrelsy and the American Working Class. New York, NY: Oxford University Press.Lecture 13 – White Privilege and the Future of White PeopleHaney López, Ian F. 1998. 'Choosing the Future.' Pp. 404–7 in The Latino/a Condition: A Critical Reader, edited by Richard Delgado and Jean Stefancic. New York, NY: New York University Press.Winant, Howard 2001. 'White Racial Projects.' Pp 97–112 in The Making and Unmaking of Whiteness, edited by Birgit Brander Rasmussen, Eric Klinenberg, Irene J. Nexica, and Matt Wray. Durham, NC: Duke University Press.West, Cornel 1997. 'I'm Ofay, You're Ofay: A Conversation with Noel Ignatiev and William "Upski" Wimsatt.'Transition 73(7): 176–98.Yúdice, George 1995. 'Neither Impugning nor Disavowing Whiteness Does a Viable Politics Make: The Limits of Identity Politics.' Pp. 255–85 in After Political Correctness: The Humanities and Society in the 1990s, edited by Christopher Newfield and Ronald Strickland. Boulder, CO: Westview Press.[The construction of this syllabus is indebted to Bethany Bryson (James Madison University), Wende E. Marshall (University of Virginia), and Jennifer Roth‐Gordon (Brown University)]